Executive Director of Finance and Management Services Agency, Francisco Gutierrez

March 02, 2015

Monday

9:00 AM-10:00 AM

Review RFCAs for City Council Meeting

Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo

10:30 AM-11:30 AM

Finance Strategic Plan Update Review

Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo; Simon, Sandra; Castellon, Alvaro

2:00 PM-3:30 PM

IT Assessment Review

Invitees: Gutierrez, Francisco; Cortez, Robert; Mostafa, Haney; Barela, Waldo; Duque, Eddie

March 03, 2015

Tuesday

9:00 AM-10:00 AM

Credit Card Policy Discussion

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ta, Bich; Perez, Sandy; Ro, Sarah; Elmore, Vicki

10:00 AM-10:30 AM

CDA-FMSA-CM Meeting

Invitees: Gutierrez, Francisco

10:30 AM-11:00 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

11:00 AM-11:30 AM

Arturo Rodriguez/FEDT PowerPoint

Invitees: Cavazos, David; Rodriguez, Arturo

2:30 PM-3:00 PM

Tony Sanchez,C3 Office Solutions

Invitees: Cavazos, David; Gutierrez, Francisco; Reenders, Kelly

5:30 PM-8:00 PM

City Council Meeting

March 04, 2015

Wednesday

1:30 PM-2:30 PM

Strategic Plan

Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Mouet, Gerardo

3:00 PM-3:30 PM

Fred/Francisco

Invitees: Mousavipour, Fred; Gutierrez, Francisco

3:30 PM-4:30 PM

BI-WEEKLY MEETING FINANCE EXEC DIR/FLEET MANAGER

Invitees: Gutierrez, Francisco; Longobart, Rick

March 05, 2015

Thursday

11:00 AM-11:30 AM

Budget

Invitees: Cavazos, David; Gutierrez, Francisco

2:00 PM-2:30 PM

HUD Letter Discussion

Invitees: Gutierrez, Francisco; Ta, Bich; Barela, Waldo; Simon, Sandra

3:00 PM-3:30 PM

ROPS Discussion

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ta, Bich; Ro, Sarah

March 09, 2015

Monday

10:00 AM-11:00 AM

PIC Meeting

Invitees: Gutierrez, Francisco

3:00 PM-4:00 PM

Update Meeting - Strategic Plan Goal #6 - Community Facilities & Infrastructure

Invitees: Cortez, Robert; Gutierrez, Francisco; Mousavipour, Fred; Galvez, William E.; Mouet, Gerardo

5:30 PM-7:00 PM

FEDT Council Committee Meeting

Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cavazos, David; Cortez, Robert; Martinez, Michele; Benavides, David; Sarmiento, Vince; Kutner, Scott; Morley, Marc; Flores, Alma; Martinez, Michele

March 10, 2015

Tuesday

9:30 AM-10:30 AM

Innovation and Efficiency Measures

Invitees: Gutierrez, Francisco; Vidal, Sergio; Aguilar, John; Ta, Bich; Barela, Waldo

2:00 PM-2:30 PM

Retirees/OPEB liability

Invitees: Raya, Edward; Crook, Kathleen; Gutierrez, Francisco

3:00 PM-3:30 PM

Accounting Staff Transition to Finance

Invitees: Gorospe, Susan; Reenders, Kelly; Gutierrez, Francisco

4:00 PM-4:30 PM

Single Audit Discussion

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Ta, Bich

March 11, 2015

Wednesday

10:00 AM-10:30 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

10:30 AM-12:00 PM

EMT Meeting

Invitees: Cavazos, David; Devin Leonard OCFA; Carvalho, Sonia R.; Cortez, Robert; Mousavipour, Fred; Gutierrez, Francisco; Haluza, Karen; Huizar, Maria; Reenders, Kelly; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Lawrence, Mark; Flores, Alma; Garcia, Jorge (CMO)

3:00 PM-4:00 PM

IT Assessment Brief Update

Invitees: Mostafa, Haney; Cortez, Robert; Gutierrez, Francisco; Duque, Eddie

March 12, 2015

Thursday

9:30 AM-10:00 AM

Weekly Budget Meetings

Invitees: Cavazos, David; Gutierrez, Francisco; Cortez, Robert; Barela, Waldo

10:30 AM-11:00 AM

PARS Meeting

Invitees: Gutierrez, Francisco; Vidal, Sergio

March 13, 2015

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

March 16, 2015

Monday

9:00 AM-10:00 AM

Review RFCAs for City Council Meeting

Invitees: Gutierrez, Francisco; Vidal, Sergio; Barela, Waldo

March 17, 2015

Tuesday

10:30 AM-11:00 AM

Audit Agreement Review: MGO & COSA

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ta, Bich; Katherine V. Lai (klai@mgocpa.com)

2:30 PM-3:00 PM

Robert Cortez, Francisco Gutierrez and Fred Mousavipour

Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Mousavipour, Fred

5:30 PM-8:00 PM

City Council Meeting

March 18, 2015

Wednesday

10:00 AM-10:30 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

10:30 AM-11:30 AM

EMT Meeting

Invitees: Cavazos, David; Devin Leonard OCFA; Carvalho, Sonia R.; Cortez, Robert; Mousavipour, Fred; Gutierrez, Francisco; Haluza, Karen; Huizar, Maria; Reenders, Kelly; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Lawrence, Mark; Flores, Alma; Garcia, Jorge (CMO)

11:30 AM-12:30 PM

Special FEDT Meeting

Invitees: Ramirez, Teresa; Gutierrez, Francisco; Vidal, Sergio; Cavazos, David; Cortez, Robert; Martinez, Michele; Sarmiento, Vince; Reenders, Kelly; Martinez, Michele; Castellon, Alvaro; Simon, Sandra; Barela, Waldo; Morley, Marc; Stone, Sidney; Flores, Alma; Garcia, Jorge

March 19, 2015

Thursday

1:00 PM-1:30 PM

Michele Martinez

Invitees: Gallardo, Liduvina; Carvalho, Sonia R.; 'Sonia Carvalho'; Cavazos, David; Gutierrez, Francisco; Magallon, Becky; Flores, Alma; 'Suzanne St. Clair'

1:30 PM-2:00 PM

Weekly Budget Meetings

Invitees: Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Barela, Waldo

2:00 PM-3:00 PM

Tax Allocation Bonds

Invitees: Gutierrez, Francisco; Vidal, Sergio; Duque, Eddie; jfabian@fieldman.com; Anna Sarabian

3:30 PM-4:30 PM

BI-WEEKLY MEETING FINANCE EXEC DIR/FLEET MANAGER

Invitees: Longobart, Rick; Gutierrez, Francisco

March 20, 2015

Friday

9:30 AM-10:30 AM

Employee Manager Self Service Training

Invitees: Knight, Debbie; Whaley, Tai; TWhaley_Yahoo; Flores, Jaime; Mostafa, Haney; Fruchter, Bruce; DePrat, Robert; Gutierrez, Francisco; Raya, Edward; Smiley, Ellen; Vidal, Sergio; Ramirez, Teresa

10:30 AM-11:30 AM

Review Unauthorized Purchase Requests

Invitees: Barela, Waldo; Gutierrez, Francisco

2:00 PM-3:00 PM

Contin Disclosure Comm

Invitees: Duque, Eddie; Gutierrez, Francisco; Sandoval, Jose; Ta, Bich; Ro, Sarah; Vidal, Sergio; Gorospe, Susan

March 23, 2015

Monday

9:00 AM-9:30 AM

NIP Budget - Operations/Program Budget Review

Invitees: Gorospe, Susan; Reenders, Kelly; Gutierrez, Francisco; Cortez, Robert

March 24, 2015

Tuesday

10:30 AM-11:00 AM

Downtown Parking Monthly Meeting

Invitees: Cavazos, David; Cortez, Robert; Reenders, Kelly; Gutierrez, Francisco; Rodriguez, Arturo; Eisen, Leigh

3:00 PM-4:30 PM

Review Budget Outreach Presentation

Invitees: Vidal, Sergio; Cortez, Robert; Barela, Waldo; Castellon, Alvaro; Gutierrez, Francisco

4:30 PM-5:00 PM

Conference Call: Lance Holman, Holman Capital Corporation

Invitees: Lance Holman; Gutierrez, Francisco; Vidal, Sergio

March 25, 2015

Wednesday

10:30 AM-12:00 PM

EMT Meeting

Invitees: Cavazos, David; Devin Leonard OCFA; Carvalho, Sonia R.; Cortez, Robert; Mousavipour, Fred; Gutierrez, Francisco; Haluza, Karen; Huizar, Maria; Reenders, Kelly; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Lawrence, Mark; Flores, Alma; Garcia, Jorge (CMO);

2:00 PM-3:00 PM

City of Santa Ana/Procure America Doc Management

Invitees: Christi Deverian; Gutierrez, Francisco; Vidal, Sergio; Herschleb, Dan; Fred Armendariz; Brenda Merrill

3:30 PM-4:00 PM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

March 26, 2015

Thursday

9:30 AM-10:00 AM

Weekly Budget Meetings

Invitees: Cavazos, David; Gutierrez, Francisco; Cortez, Robert; Barela, Waldo

4:00 PM-4:30 PM

Review of Potential Revenue Enhancement Measures (Pre-Meeting)

Invitees: Holt, Will; Gutierrez, Francisco; Vidal, Sergio

March 27, 2015

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

March 30, 2015

Monday

9:15 AM-9:45 AM

Weekly Meeting

Invitees: Gutierrez, Francisco; Longobart, Rick

6:00 PM-7:30 PM

Community Budget Outreach

Invitees: Gutierrez, Francisco; Cortez, Robert; Cavazos, David; Simon, Sandra; Barela, Waldo; Vidal, Sergio; Castellon, Alvaro

March 31, 2015

Tuesday

9:30 AM-10:00 AM

2016 Bond Election/Revenue Enhancing Alternatiaves

Invitees: Cavazos, David; Martinez, Michele; Martinez, Michele; Carvalho, Sonia R.; Gutierrez, Francisco; Mousavipour, Fred; Cortez, Robert

10:00 AM-11:00 AM

AMCAL

Invitees: Cavazos, David; Carvalho, Sonia R.; 'Sonia Carvalho (Sonia.Carvalho@bbklaw.com)'; Gutierrez, Francisco; Reenders, Kelly

11:00 AM-11:30 AM

Central Parking contract review (2014 Expenses)

Invitees: Rodriguez, Arturo; Gutierrez, Francisco; Vidal, Sergio

3:00 PM-3:30 PM

Monthly Investment Meeting

Invitees: Perez, Rosie; Gutierrez, Francisco; Vidal, Sergio; Holt, Will; Ta, Bich; Ro, Sarah; Mancha, Minerva

4:00 PM-5:00 PM

State Controller's Office Audit Discussion

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ta, Bich