Executive Director of Finance and Management Services Agency, Francisco Gutierrez

August 01, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

August 04, 2014

Monday

10:30 AM-11:00 AM

Water Bond Proceeds Investment Sweep Discussion

Invitees: Duque, Eddie; Holt, Will; Ta, Bich; Mancha, Minerva; Perez, Rosie; Gutierrez, Francisco

3:30 PM-4:00 PM

Water Bond Proceeds Investment Sweep Follow-up

Invitees: Duque, Eddie; Holt, Will; Ta, Bich; Mancha, Minerva; Perez, Rosie; Gutierrez, Francisco

August 05, 2014

Tuesday

9:00 AM-10:00 AM

FMSA Strategic Plan Items

Invitees: Simon, Sandra; Gutierrez, Francisco; Castellon, Alvaro

11:00 AM-11:30 AM

Financial Advisors Inquiry Regarding Housing Bonds

Invitees: Cavazos, David; Landry-Bayle, Shelly; Gutierrez, Francisco

2:30 PM-3:00 PM

J.P. Morgan Public Finance Team Introduction

Invitees: Gutierrez, Francisco; shawn.dralle@jpmorgan.com

4:15 PM-4:45 PM

Water Bond Signing Session

Invitees: Ramirez, Teresa; Pulido, Miguel; Cavazos, David; Gutierrez, Francisco; Huizar, Maria

5:30 PM-8:00 PM

City Council Meeting

August 07, 2014

Thursday

9:00 AM-10:00 AM

Review to finalize FMSA Strategic Plan spreadsheet

Invitees: Simon, Sandra; Castellon, Alvaro; Gutierrez, Francisco

10:00 AM-11:00 AM

Treasury Weekly Meeting

Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo

2:00 PM-3:30 PM

CDIAC Webinar: Bond Cash Flow Literacy

August 08, 2014

Friday

9:50 AM-10:30 AM

Interim Treasury Manager Transition Briefing

Invitees: Gutierrez, Francisco; Holt, Will

10:30 AM-11:00 AM

State of CA Drought Legislation Implementation Discussion

Invitees: Shannon Litchfield; Vargas, Mirella; Nielsen, Hans; Dix, Tom; Holt, Will; Gutierrez, Francisco

August 11, 2014

Monday

10:00 AM-11:00 AM

1st Floor City Hall Public Access - Security and Customer Services Review

Invitees: Flores, Alma; Foulkes, Matt; Gominsky Jr, Kenneth; Caraig, Gerald; Link, Patricia; Aguilar, John; Smiley, Ellen; Rojas, Carlos; Landry-Bayle, Shelly; Sheldon, Brian; Haluza, Karen; Gutierrez, Francisco; Kutner, Scott; Poncedeleon, Rosa OCIAC; Ibarra, Ruben; Hodge, Ryan; Mancha, Minerva; Chairez, Monica; Vargas, Mirella (MVargas@santa-ana.org); Holt, Will

1:30 PM-2:00 PM

IPS meters & Pay by Phone Implementation Briefing

Invitees: Rodriguez, Arturo; Gutierrez, Francisco; Holt, Will

4:30 PM-5:00 PM

Push to Meter Pay by Cellphone Review

Invitees: Cavazos, David; Gutierrez, Francisco; Rodriguez, Arturo

August 12, 2014

Tuesday

9:00 AM-9:30 AM

Legislative Status Update Meeting

Invitees: Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Holt, Will

August 13, 2014

Wednesday

9:00 AM-10:00 AM

BI-WEEKLY MEETING FINANCE EXEC DIR/FLEET MANAGER

Invitees: Longobart, Rick; Gutierrez, Francisco

10:30 AM-12:00 PM

Executive Management Team Meeting (EMT)

Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk;

August 14, 2014

Thursday

10:00 AM-11:00 AM

Treasury Weekly Meeting

Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo

August 15, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

August 18, 2014

Monday

9:00 AM-10:00 AM

General Status on Finance Strategic Plan Projects

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

10:00 AM-10:45 AM

Treasury Projects Review

Invitees: Gutierrez, Francisco; Holt, Will

11:30 AM-12:00 PM

State Controller's Office Auditor Intro –Asset Review (DOF)

Invitees: Gorospe, Susan; Gutierrez, Francisco; Ta, Bich; Ro, Sarah

August 19, 2014

Tuesday

9:30 AM-10:30 AM

Water Rate Financial Plan Discussion

Invitees: Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Duque, Eddie

August 20, 2014

Wednesday

8:30 AM-9:00 AM

Review of Mgt. Aide Exam

Invitees: Barela, Waldo; Sommers, Jennifer; Gutierrez, Francisco

10:30 AM-12:00 PM

Executive Management Team Meeting (EMT)

Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; Raya, Edward; Rojas, Carlos; Sonia bbk;

2:00 PM-3:30 PM

CDIAC Webinar: Economics and Structures

August 21, 2014

Thursday

10:00 AM-11:00 AM

Treasury Weekly Meeting

Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Barela, Waldo

August 25, 2014

Monday

8:15 AM-8:45 AM

Meet w/Interview Panel –Asst Finance Director

9:30 AM-10:30 AM

Fleet Budget Review

Invitees: Gutierrez, Francisco; Barela, Waldo; Laugenour, Chris

12:00 PM-1:00 PM

Lunch w/Interview Panel

August 26, 2014

Tuesday

9:00 AM-9:30 AM

Discuss Budget Office Positions

Invitees: Barela, Waldo; Gutierrez, Francisco

11:30 AM-1:00 PM

Lunch Meeting: Water Bond wrap-up Review and Update on New Continuing Disclosure Requirements

Invitees: Cervantes, James R (Public Finance); Gutierrez, Francisco; Duque, Eddie; Amezcua, Raul (Public Finance)

3:00 PM-4:00 PM

800 Mhz Financing Update

Invitees: Carroll, Robert; Gutierrez, Francisco; Cortez, Robert; Horner, Tina

August 28, 2014

Thursday

2:00 PM-2:30 PM

Staff Probation Review

Invitees: Gutierrez, Francisco; Holt, Will; Vargas, Mirella

3:00 PM-3:30 PM

Corporate Yard Gym Replacement Discussion

Invitees: Simon, Sandra; Gutierrez, Francisco

August 29, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed