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HomeMy WebLinkAbout03-2018 GUTIERREZPage 1 of 5 Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez March 01, 2018 Thursday 9:30 AM -10:30 AM Division Head Meeting Invitees: Ramirez, Teresa; Gutierrez, Francisca; Vidal, Sergio; Ro, Sarah; Aguilar, John; Holt, Will; Barela, Waldo; Flores, Jaime; Perez, Sandy; Herschleb, Dan 2:00 PM -2:30 PM ChargePoint Agreement Discussion Invitees: Gutierrez, Francisco; Aguilar, John; Laugenour, Chris; Hodge, Ryan 3:00 PM -4:00 PM Meeting w/Budget Team Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro March 02, 2018 Friday 11:00 AM -12:00 PM 12:00 PM -1:30 PM 2:30 PM -3:30 PM 4:00 PM -4:30 PM March 05, 2018 Monday 9:00 AM -10:00 AM 3:00 PM -4:00 PM March 06, 2018 Tuesday 11:00 AM -12:00 PM 2:00 PM -3:00 PM 3:30 PM -5:00 PM 5:00 PM -8:00 PM March 07, 2018 CASA Budget Presentation Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Cortez, Robert; Godinez, Raul CSMFO Conference Debrief (Lunch Meeting) Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel; Yu, Jasmine; Holt, Will; Mancha, Minerva; Perez, Rosie Payroll Discussion Invitees: Cortez, Robert; Gutierrez, Francisco; Smiley, Ellen Travel & Expense Reimbursement Policy Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ortiz, Daniel RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Ro, Sarah; Perez, Sandy FMSA Budget Meeting Invitees: Godinez, Raul; Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro PWA/Chazey Intro Invitees: Gutierrez, Francisco Fleet Budget Proforma for OCFA contract Invitees: Laugenour, Chris; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Ro, Sarah; Aguilar, John; Castellon, Alvaro Swearing in Ceremony for Chief City Council Meeting http://www.sant,t-ana.org/opengov/calendar/fmsa/fgutierrez_Calend,ir.litml 4/12/2018 Page 2 of 5 Wednesday 12:00 AM -12:00 AM Vacation (March 7-8) March 09, 2018 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed March 12, 2018 Monday 9:00 AM -10:00 AM Review of Department GF Budget Submission Invitees: Barela, Waldo; Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Rubio, Elizabeth 10:30 AM -11:00 AM Cash and Investments Invitees: Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Rodriguez, Arturo; Ro, Sarah 1:30 PM -3:30 PM City Council Closed Session/Special Meeting 2:30 PM -3:00 PM SCE Streetlight Acquisition Invitees: Garcia, Jorge (CMO); Godinez, Raul; Cortez, Robert; Galvez, William E.; Gutierrez, Francisco; Vidal, Sergio; Chesanek, Tyrone 3:30 PM -4:30 PM Budget Meeting with Departments Invitees: Barela, Waldo; Castellon, Alvaro; Rubio, Elizabeth; Arroyo, Francisco; Brown, Lori; Carroll, Robert; Ciulla, Jack; Espindola, Mario; Garcia, Jorge (CMO); Gorospe, Susan; Martinez, Leo; Mercer, Margaret; Mooradian, Sona; Torres, Melanie; Vidal, Sergio 5:00 PM -6:30 PM Economic Development, Infrastructure, Budget and Technology Committee Invitees: Ramirez, Teresa; Martinez, Michele; Benavides, David; Sarmiento, Vicente; Cortez, Robert; Morley, Marc; Brown, Judson; Flores, Alma; Garcia, Jorge; Castro - Cardenas, Julie; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Nguyen, Katrina; Simon, Sandra; Ciulla, Jack; Fetner, Mike; Neal, Candida; Montiel, Juan; Mousavipour, Fred; Galvez, William E.; Magallon, Becky; Barela, Rosa; Flores, Rosa; Torres, Melanie; Ortiz, Lorrie; Aguilar, John; Neff, Phil; Reafleng, Sandy; Gorospe, Susan; Garcia, Jorge (CMO); Godinez, Raul; Martinez, Michele March 13, 2018 Tuesday 10:15 AM -10:30 AM Personnel / Payroll re -assignment discussion Invitees: Vidal, Sergio; Gutierrez, Francisco; Hanes, Carrie; Smiley, Ellen 10:30 AM -11:30 AM Salary Matrix Team Invitees: Smiley, Ellen; Vidal, Sergio; Gutierrez, Francisco; Flores, Jaime; Martinez, Maria (Finance); Hanes, Carrie; Mostafa, Haney; Medina, Laura; Ciulla, lack; Knight, Debbie; Fruchter, Bruce 4:00 PM -4:30 PM Streetlight Project - Project Cost update (we will take 5 minutes of Fran's one on one meeting with CM) Invitees: Vidal, Sergio; Galvez, William E.; Vidal, Sergio; Gutierrez, Francisco 4:00 PM -5:00 PM City Manager (standing meeting) Invitees: Godinez, Raul; Gutierrez, Francisco March 14, 2018 Wednesday http://www.sant,t-ana.org/opengov/calendar/fmsa/fgtitierrez_Calendar.htmi 4/12/2018 Page 3 of 5 9:00 AM -9:30 AM Pre -EMT Meeting Invitees: Gutierrez, Francisco; Vidal, Sergio 10:00 AM -12:00 PM Executive Management Team Weekly Meeting Invitees: Godinez, Raul; Cortez, Robert; Huizar, Maria; Carvalho, Sonia R.; Zur Schmiede, Robert; Raya, Edward; Gutierrez, Francisco; Ciulla, Jack; Mouet, Gerardo; Valentin, David; Mousavipour, Fred; Neal, Candida; Black, Randy (OCFA); Castro - Cardenas, Julie; Garcia, Jorge (CMO) 3:00 PM -4:00 PM Review of Supplemental Requests ''. Invitees: Castellon, Alvaro; Gutierrez, Francisco; Barela, Waldo 4:00 PM -5:00 PM Budget Presentation Meeting Invitees: Rubio, Elizabeth; Godinez, Raul; Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro March 15, 2018 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 12:00 PM -1:30 PM SEIU Budget Presentation Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Cortez, Robert; Godinez, Raul 5:00 PM -6:00 PM ! Budget Presentation Meeting Invitees: Rubio, Elizabeth; Godinez, Raul; Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro March 19, 2018 Monday 9:00 AM -10:00 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Ro, Sarah; Perez, Sandy 10:00 AM -11:00 AM Discuss Compensation Reporting Issues - City of Santa Ana -: Invitees: Herrback, Tim; Vidal, Sergio; Lau, Kevin; Gutierrez, Francisco 2:00 PM -4:00 PM Farewell to Marilyn 4:00 PM -4:30 PM Review of Monthly Investment Report Invitees: Gutierrez, Francisco; Vidal, Sergio; Rodriguez, Arturo; Perez, Rosie; Holt, Will; Mancha, Minerva March 20, 2018 Tuesday 5:30 PM -8:00 PM City Council Meeting March 21, 2018 Wednesday 9:00 AM -9:30 AM Pre -EMT Meeting Invitees: Gutierrez, Francisco; Vidal, Sergio 10:00 AM -12:00 PM Executive Management Team Weekly Meeting Invitees: Godinez, Raul; Cortez, Robert; Huizar, Maria; Carvalho, Sonia R.; Zur Schmiede, Robert; Raya, Edward; Gutierrez, Francisco; Ciulla, Jack; Mouet, Gerardo; http://www.santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 4/12/2018 Page 4 of 5 March 26, 2018 Valentin, David; Mousavipour, Fred; Neal, Candida; Black, Randy (OCFA); Castro - Monday Cardenas, Julie; Garcia, Jorge (CMO); Houston, Nicole 2:00 PM -2:30 PM City of Glendale General Fund Transfer Litigation Review March 28, 2018 Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Yu, Jasmine 3:45 PM -4:45 PM Budget Team Meeting 9:00 AM -9:30 AM', Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro March 22, 2018 ! Executive Management Team Weekly Meeting Thursday 9:00 AM -10:00 AM 1. 2017 Continuing Disclosure Committee Meeting !. Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Funk, John 9:00 AM -9:30 AM Hold for Conf Call �I Invitees: Gutierrez, Francisco 2:00 PM -2:30 PM Accounting Staff Meeting Invitees: Ro, Sarah; Gutierrez, Francisco; Benavides, Angie; Blanquet-Lopez, Maria; Gee, Connie; Guzman, Elizabeth; Hervey, Tanya; Le, Trang; Mendoza, Maria Isabela; Nguyen, Jefferson; Ortiz, Daniel; Robles, Nancy; Valadez, John; Vu, Thao; Yu, Jasmine; Elmore, Vicki; Munoz, Sandra; Kim, Yoon 3:00 PM -4:00 PM �Meeting w/Budget Team Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro March 23, 2018 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed March 26, 2018 Executive Stakeholder Interview Monday Invitees: Craig Ackerman; Gutierrez, Francisco; Robert Jones 12:00 AM -12:00 AM I Vacation (Mar 26-27) March 28, 2018 Wednesday Phone Conference w/Thug Nguyen, Bowers 9:00 AM -9:30 AM', Pre -EMT Meeting Invitees: Gutierrez, Francisco; Vidal, Sergio 10:00 AM -12:00 PM ! Executive Management Team Weekly Meeting Invitees: Godinez, Raul; Cortez, Robert; Huizar, Maria; Carvalho, Sonia R.; Zur Schmiede, Robert; Raya, Edward; Gutierrez, Francisco; Ciulla, Jack; Mouet, Gerardo; Valentin, David; Mousavipour, Fred; Neal, Candida; Black, Randy (OCFA); Castro - Cardenas, Julie; Garcia, Jorge (CMO); Houston, Nicole 2:00 PM -3:00 PM Executive Stakeholder Interview Invitees: Craig Ackerman; Gutierrez, Francisco; Robert Jones March 29, 2018 Thursday 1:30 PM -2:00 PM Phone Conference w/Thug Nguyen, Bowers Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Thuy Nguyen 3:00 PM -4:00 PM Meeting w/Budget Team http://www.santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 4/12/2018 Page 5 of 5 Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro 5:30 PM -6:00 PM Election Related Matters Invitees: Godinez, Raul; Cortez, Robert; Garcia, Jorge (CMO); Gutierrez, Francisco 6:00 PM -7:00 PM Community Budget Meeting (March - Sunshine Ordinance) Invitees: Barela, Waldo; Gutierrez, Francisco; Vidal, Sergio; Simon, Sandra; Castellon, Alvaro; Nguyen, Katrina; Cortez, Robert; Mousavipour, Fred; Gabriel, Jason March 30, 2018 Friday 5:00 PM -6:00 PM '. Budget Meeting Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro littp://www.santa-ana.org/opengov/calendar/fmsa/fgtitierrez_Calendar.html 4/12/2018