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HomeMy WebLinkAbout06-2018 GUTIERREZPage 1 of 5 Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez June 01, 2018 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed June 04, 2018 Monday 9:00 AM -10:00 AM RFCA Review Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Re, Sarah; 10:00 AM -11:00 AM Perez, Sandy 3:00 PM -3:30 PM Review RFCA for CCM on June 5 Invitees: Barela, Waldo; Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio June 05, 2018 Jorge (CMO); Pham, Steven; Mendoza, Steven; Tuesday CalPERS Planning Your Retirement 10:00 AM -11:00 AM City Manager (standing meeting) Invitees: Godinez, Raul; Gutierrez, Francisco 2:00 PM -2:30 PM Review of Presentation and OCFA update Invitees: Barela, Waldo; Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro 5:00 PM -8:00 PM City Council Meeting June 06, 2018 Wednesday 9:00 AM -9:30 AM Pre -EMT Meeting Invitees: Gutierrez, Francisco; Vidal, Sergio 10:00 AM -11:00 AM Executive Management Team Weekly Meeting Invitees: Godinez, Raul; Cortez, Robert; Huizar, Maria; Carvalho, Sonia R.; Gutierrez, Francisco; Ciulla, Jack; Mouet, Gerardo; Valentin, David; Neal, Candida; Black, Randy (OCFA); Castro -Cardenas, Julie; Garcia, Jorge (CMO); Pham, Steven; Mendoza, Steven; 1:00 PM -3:30 PM CalPERS Planning Your Retirement June 07, 2018 Thursday 9:30 AM -10:30 AM Budget Presentation to Santa Ana Business Council/Downtown Inc. Invitees: Godinez, Raul; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo; Castellon, Alvaro; Vidal, Sergio 1:30 PM -2:30 PM Discuss Personnel Issue Invitees: Gutierrez, Francisco; Ro, Sarah; Vidal, Sergio 2:30 PM -3:00 PM Farewell to Gerardo Mouet(2:00-4:00) http://www.santa-atia.org/opengov/calendar/finsa/fgutierrez_Calendar.htral 7/11/2018 Page 2 of 5 3:30 PM -5:00 PM Meeting w/Budget Team Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro June 08, 2018 Friday 8:45 AM -9:45 AM Empower Presentation / Interview Invitees: Darren Stewart; Castellon, Alvaro; Holt, Will; Gutierrez, Francisco; Vidal, Sergio; Chad Noorani; Christopher Rowey 10:30 AM -11:30 AM MassMutual Presentation / Interview Invitees: Darren Stewart; Castellon, Alvaro; Vidal, Sergio; Holt, Will; Gutierrez, Francisco; Chad Noorani; Christopher Rowey 1:30 PM -2:30 PM Nationwide Presentation / Interview Invitees: Darren Stewart; Vidal, Sergio; Gutierrez, Francisco; Holt, Will; Castellon, Alvaro; Christopher Rowey; Chad Noorani 3:00 PM -4:00 PM Prudential Presentation / Interview Invitees: Darren Stewart; Gutierrez, Francisco; Castellon, Alvaro; Holt, Will; Vidal, Sergio; Chad Noorani; Christopher Rowey June 11, 2018 Monday 9:00 AM -9:30 AM Audit Entrance Meeting Invitees: White -Nelson; City Staff 3:00 PM -4:00 PM Budget Updates Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Barela, Waldo June 12, 2018 Tuesday 9:00 AM -10:30 AM Budget Briefing Invitees: Cortez, Robert; Carvalho, Sonia R.; Ciulla, Jack; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mendoza, Steven; Jurado, Jeannie; Pham, Steven; Black, Randy (OCFA); Mooradian, Sona; Valentin, David 1:00 PM -2:30 PM Godinez/Solorio Standing Mtg. Invitees: Solorio, Jose; Godinez, Raul; Gutierrez, Francisco; Cortez, Robert June 13, 2018 Wednesday 8:00 AM -10:00 AM CalPERS Meeting 10:30 AM -11:00 AM Discuss Options Invitees: Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Holt, Will 3:00 PM -5:00 PM Executive Management Team Weekly Meeting Invitees: Godinez, Raul; Cortez, Robert; Huizar, Maria; Carvalho, Sonia R.; Gutierrez, Francisco; Ciulla, Jack; Valentin, David; Black, Randy (OCFA); Castro -Cardenas, Julie; Garcia, Jorge (CMO); Pham, Steven; Mendoza, Steven; Jurado, Jeannie; Mooradian, Sona June 14, 2018 http://www.santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.html 7/11/2018 Page 3 of 5 Thursday 8:00 AM -11:00 AM CalPERS Meeting 2:00 PM -3:00 PM Timekeeping Demonstration Invitees: Ciulla, Jack; EMT 3:00 PM -4:00 PM Meeting w/Budget Team Invitees: Cortez, Robert; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro 5:00 PM -6:30 PM Special Meeting: EDIBT Council Committee Invitees: Ramirez, Teresa; Godinez, Raul; Cortez, Robert; Martinez, Michele; Sarmiento, Vicente; Benavides, David; Martinez, Michele; Mendoza, Steven; Brown, Judson; Morley, Marc; Gorospe, Susan; Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Castellon, Alvaro; Rubio, Elizabeth; Garcia, Jorge (CMO); Castro -Cardenas, Julie; Ciulla, Jack; Fetner, Mike; Thai, Minh; Neal, Candida; Galvez, William E.; Sweiss, Fuad; Vazquez, Yasmin June 15, 2018 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed June 18, 2018 Monday 8:00 AM -6:00 PM Sick June 19, 2018 Tuesday 9:30 AM -10:30 AM City Manager (standing meeting) Invitees: Godinez, Raul; Gutierrez, Francisco 5:30 PM -8:00 PM City Council Meeting June 20, 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; Valentin, David; Mousavipour, Fred; Neal, Candida; Black, Randy (OCFA); Castro -Cardenas, Julie; Garcia, Jorge (CMO); 2:00 PM -3:00 PM Discuss TABS Invitees: Gutierrez, Francisco; Castellon, Alvaro 3:00 PM -4:00 PM Successor Agency Tax Allocation refunding Bonds Series 2018 Invitees: Michael Busch; 'Reyes, Albert R.'; Kim Byrens; Mrunal Mehta Shah; Hale, Kevin; Bothwell, Bill W.; 'Sean Baxter'; Michael Mejia; Fernando Guerra; carmen.vargas@ramirezco.com; eric.rodriguez@ramirezco.com; Douglas Anderson; gonzalo.urey@bnymellon.com; Castellon, Alvaro; Gutierrez, Francisco; http://www.santa-ana.org/opengov/calendar/fmsa/fgutierrez_Calendar.litml 7/11/2018 Page 4 of 5 Vidal, Sergio; Hodge, Ryan; Carvalho, Sonia R.; Gorospe, Susan; Ro, 11:30 AM -12:30 PM Sarah June 21, 2018 Invitees: Chad Noorani; Castellon, Alvaro; Vidal, Sergio; Gutierrez, Thursday Francisco; Holt, Will; Javier Obando; Darren Stewart 11:00 AM -12:00 PM 457 RFP Rating 10:00 AM -12:00 PM Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Holt, Will 2:00 PM -3:00 PM Financing Update Tuesday Invitees: Gutierrez, Francisco; Vidal, Sergio; 10:30 AM -11:00 AM Frank.Gill@HolmanCapital.com June 22, 2018 Invitees: Gutierrez, Francisco; Sweiss, Fuad; Vidal, Sergio Friday Don Stocker Retirement Celebration June 25, 2018 Invitees: Gutierrez, Francisco; Mooradian, Sona; Espindola, Mario Monday Special Oversight Board Meeting 11:00 AM -11:30 AM Pre -457 Discussion Invitees: Castellon, Alvaro; Gutierrez, Francisco 11:30 AM -12:00 PM 457 Discussion Invitees: Castellon, Alvaro; Gutierrez, Francisco; Vidal, Sergio; Holt, Will 11:30 AM -12:30 PM RFP - Santa Ana/Prudential/BFSG Wednesday Invitees: Chad Noorani; Castellon, Alvaro; Vidal, Sergio; Gutierrez, 9:00 AM -9:30 AM Francisco; Holt, Will; Javier Obando; Darren Stewart 3:00 PM -4:00 PM Cash Handling Policy Review 10:00 AM -12:00 PM Invitees: Ortiz, Daniel; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Holt, Will; Perez, Rosie June 26, 2018 R.; Zur Schmiede, Robert; Raya, Edward; Gutierrez, Francisco; Ciulla, Tuesday Jack; Mouet, Gerardo; Valentin, David; Mousavipour, Fred; Neal, 10:30 AM -11:00 AM Intro Mtg: Fuad Sweiss (PWA) Invitees: Gutierrez, Francisco; Sweiss, Fuad; Vidal, Sergio 1:30 PM -2:30 PM Don Stocker Retirement Celebration June 27, 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; Valentin, David; Mousavipour, Fred; Neal, Candida; Black, Randy (OCFA); Castro -Cardenas, Julie; Garcia, Jorge (CMO); 2:00 PM -2:30 PM Cost Benefit of Land Development Invitees: Gutierrez, Francisco; Mooradian, Sona; Espindola, Mario 3:00 PM -4:00 PM Special Oversight Board Meeting Invitees: Zurita, Bianca; edmond.heatley@sausd.us; hardash_peter@rsccd.edu; johnfuzztop@yahoo.com; http://www.santa-ana.org/opengov/calendar/fmsa/fgtitierrez_Calendar.html 7/11/2018 Page 5 of 5 Im17171@rsccd.edu; Maribel. Marti nez@SAUSD. US; Morley, Marc; nguyensteven30@gmall.com; Nolan_leanna@rsccd.edu; Sarmiento, Vicente; TClarklr@SYCR.com; Tinajero, Sal June 28, 2018 Thursday 9:00 AM -9:30 AM 457 Reference Check Invitees: Castellon, Alvaro; Gutierrez, Francisco 9:30 AM -10:00 AM Employee Recognition Invitees: Ramirez, Teresa; Gutierrez, Francisco; Vidal, Sergio; Benavides, Angie; Elmore, Vicki; Guzman, Elizabeth; Robles, Nancy; Valadez, John; Vu, Theo; Simon, Sandra; Herschleb, Dan; Garcia, Rock; Silva, Ken; Vargas, Mirella; Ro, Sarah; Aguilar, John; Holt, Will; Rodriguez, Arturo 10:30 AM -11:30 AM FMSA Division Head Meeting Invitees: Ramirez, Teresa; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Aguilar, John; Holt, Will; Barela, Waldo; Flores, Jaime; Perez, Sandy; Herschleb, Dan June 29, 2018 Friday 12:00 AM -12:00 AM 9/80 City Hall Closed http://www.santa-ana.org/opengov/calendar/fmsa/fgutietrez_Calendar.html 7/11/2018