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HomeMy WebLinkAbout08-2017 GUTIERREZ Page 1 of 4 Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez August 01, 2017 Tuesday 9:30 AM-10:30 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Perez, Sandy 5:30 PM-8:00 PM City Council Meeting August 02, 2017 Wednesday 10:00 AM-10:30 AM Regarding Smart Technology Invitees: Galvez, William E.; Saba, Nabil; Mousavipour, Fred; Ciulla, Jack; Steve.Ferguson@Siemens.com; Gutierrez, Francisco; Aguilar, John; Vidal, Sergio 10:30 AM-11:30 AM Executive Management Team Weekly Meeting Invitees: Kurtz, Cynthia; EMT , 3:00 PM-4:00 PM 2Q 2017 Def Comp Quarterly Review Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Darren Stewart (dstewart@bfsg.com); crowey©bfsg.com August 03, 2017 Thursday 2:00 PM-3:00 PM Budget/Financial Operations Meeting Invitees: Barela, Waldo; Gutierrez, Francisco; Vidal, Sergio August 04, 2017 Friday 2:00 PM-2:45 PM Strategic Plan Review Part 2 Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Simon, Sandra; Nguyen, Katrina; Rivera, Eugenio August 07, 2017 Monday 10:30 AM-11:00 AM Mike Busch Invitees: Gutierrez, Francisco, Castellon, Alvaro, michaelb@urbanfuturesinc.com 4:30 PM-5:30 PM Credit Card Meeting Invitees: Ortiz, Daniel; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Sandy; Mancha, Minerva; Elmore, Vicki August 08, 2017 Tuesday 2:00 PM-3:30 PM PRCSA Internal Review Results Invitees: Ortiz, Daniel; Mouet, Gerardo; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Arroyo, Francisco August 09, 2017 Wednesday 7:30 AM-9:30 AM 2017 State of the City 10:30 AM-11:30 AM Executive Management Team Weekly Meeting http://www.ci.santa-ana.ca.us/opengov/calendar/fmsa/fgutierrez_Calendar.html 9/25/2017 Page 2 of 4 Invitees: Kurtz, Cynthia; Vidal, Sergio; EMT 11:30 AM-11:45 AM City Manager/Audit Letters Invitees: Kurtz, Cynthia; Gutierrez, Francisco August 10, 2017 Thursday 9:30 AM-10:30 AM Review of RFCAs Invitees: Castellon, Alvaro; Gutierrez, Francisco 2:00 PM-3:00 PM City Manager(standing meeting) Invitees: Kurtz, Cynthia; Gutierrez, Francisco 3:00 PM-3:30 PM Meeting with Lisa Stipovich : Invitees: Morley, Marc; Gutierrez, Francisco; Cortez, Robert August 11, 2017 Friday 12:00 AM-12:00 AM 9/80 City Hall Closed August 14, 2017 Monday 9:30 AM-10:30 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Perez, Sandy 10:30 AM-11:00 AM Downtown Parking Structure Invitees: Nguyen, Kenny; Gutierrez, Francisco; Gabriel, Jason; Ortiz, Michael 2:00 PM-3:00 PM City of Santa Ana 457(b) Plan - Managed Accounts Discussion Invitees: Munoz, Elizabeth; Gutierrez, Francisco; Castellon, Alvaro; Vidal, Sergio; Gower, Greg; Flores, Hugo August 15, 2017 Tuesday 5:30 PM-8:00 PM City Council Meeting August 16, 2017 Wednesday 10:00 AM-12:00 PM CaIPERS Other Post-Employment Benefits (OPEB) workshop 4:30 PM-5:30 PM Gas Tax Refinancing Discussion Invitees: Michael Busch; Kim, John (Public Finance); Cervantes, James R ; Castellon, Alvaro; Gutierrez, Francisco; Jacob, Thomas Z ; Hale, Kevin; Bothwell, Bill W. August 17, 2017 Thursday 9:00 AM-10:00 AM Monthly Investment Committee Meeting Invitees: Perez, Rosie; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Ro, Sarah; Barela, Waldo; Rubio, Elizabeth August 18, 2017 Friday 9:00 AM-10:00 AM 3rd and Broadway http://www.ci.santa-ana..ca.us/opengov/calendar/fima/fgutierrez_Calendar.html 9/25/2017 Page 3 of 4 Invitees: Morley, Marc; Gutierrez, Francisco; Vidal, Sergio; Cortez, Robert 1:30 PM-2:30 PM OBF and Strategic Plan Projects Invitees: Simon, Sandra; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Ro, Sarah; Ortiz, Daniel; Castellon, Alvaro; Nguyen, Katrina 2:30 PM-3:00 PM Smart Conference Room Discussion Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Simon, Sandra; Nguyen, Katrina August 21, 2017 Monday 2:30 PM-4:00 PM Treasury/Customer Service Division Issues Mtg Invitees: Holt, Will; Gutierrez, Francisco August 22, 2017 Tuesday 4:30 PM-5:00 PM Community Workforce Agreements - Bid Docs/Procedures • Invitees: Gutierrez, Francisco; Mousavipour, Fred; Mouet, Gerardo; Ono, Ron August 23, 2017 Wednesday 10:30 AM-11:30 AM Executive Management Team Weekly Meeting Invitees: Kurtz, Cynthia; EMT August 24, 2017 Thursday 11:00 AM-1:30 PM ! CSMFO Chapter Meeting: Financial Update for California Cities August 25, 2017 Friday 12:00 AM-12:00 AM 9/80 City Flail Closed August 28, 2017 Monday 2:00 PM-3:30 PM Rating of Proposals Invitees: Cortez, Robert; Gutierrez, Francisco; Mousavipour, Fred; Funk, John August 29, 2017 Tuesday 9:00 AM-10:00 AM Credit Card Program Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel August 30, 2017 Wednesday 9:00 AM-10:00 AM MuniServices Quarterly Meeting Invitees: Barela, Waldo; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Morley, Marc; de la Riva, Carlos; Sanchez, Deborah; Castellon, Alvaro; Nguyen, Katrina; Julia Erdkamp 10:30 AM-11:30 AM Executive Management Team Weekly Meeting Invitees: Kurtz, Cynthia; EMT http://www.ci.santa-ana.ea.usiopengov/ealendar/fmsa/fgutierrez Calendar.html 9/25/2017 Page 4 of 4 3:00 PM-5:00 PM Year-End Update Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Nguyen, Katrina; Castellon, Alvaro August 31, 2017 Thursday 9:30 AM-10:00 AM Meet w/Alvaro C. Invitees: Gutierrez, Francisco, Castellon, Alvaro 2:00 PM-3:00 PM City Manager (standing meeting) Invitees: Kurtz, Cynthia; Gutierrez, Francisco 3:00 PM-4:30 PM Vendor Interview Invitees: Cortez, Robert; Gutierrez, Francisco; Mousavipour, Fred; Funk, John http://www.ci.santa-ana.ca.us/opengov/calendar/fmsa/fgutierrez_Calendar.html 9/25/2017