Executive Director of Finance and Management Services Agency, Francisco Gutierrez

September 01, 2014

Monday

12:00 AM-12:00 AM

CLOSED: Labor Day

September 02, 2014

Tuesday

9:30 AM-10:30 AM

Review Water/Sewer Draft Report

Invitees: Duque, Eddie; Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Barela, Waldo; Simon, Sandra

12:00 PM-1:00 PM

Certificates of Insurance Process Review

Invitees: Gallardo, Liduvina; Carvalho, Sonia R.; 'Sonia.Carvalho@bbklaw.com'; Sandoval, Jose; Galvez, William E.; Higgins, Taig; Chesanek, Tyrone; Suter, Monica; Gutierrez, Francisco; Perez, Sandy; Ta, Bich; Ro, Sarah; Elmore, Vicki; Kellert, Valerie

5:30 PM-8:00 PM

City Council Meeting

September 04, 2014

Thursday

9:00 AM-10:00 AM

BI-WEEKLY MEETING FINANCE EXEC DIR/FLEET MANAGER

Invitees: Longobart, Rick; Gutierrez, Francisco

2:00 PM-2:30 PM

NEC -Roberto Zampiglia

Invitees: Zampiglia, Roberto; Gutierrez, Francisco

3:00 PM-3:30 PM

Review C3 Contract/Budget

Invitees: Gutierrez, Francisco; Cortez, Robert; Herschleb, Dan

September 05, 2014

Friday

9:00 AM-9:30 AM

FEDIT Committee meeting review of capital needs

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

2:00 PM-3:00 PM

FUND 086 COST ALLOCATION PLAN REIMBURSEMENTS

Invitees: Mercer, Margaret; Galvez, William E.; Gutierrez, Francisco; Gabriel, Jason; Elmore, Jered; Ta, Bich; Palacol, Marilyn

September 08, 2014

Monday

11:00 AM-12:00 PM

IT Assessment Proposal Evaluation

Invitees: Mostafa, Haney; Cortez, Robert; Gergen, Tom; Garcia, Jorge (CMO); Schnabl, James; de la Riva, Carlos; Haluza, Karen; Foulkes, Matt; Burgan, Trevor; Mouet, Gerardo; Nguyen, Lynn; Gutierrez, Francisco; Duque, Eddie

September 09, 2014

Tuesday

10:00 AM-11:00 AM

Water Study w/John Farnkopf

Invitees: Gutierrez, Francisco; Farnkopf, John

1:30 PM-2:00 PM

8th Floor Remodel & Funding

Invitees: Cavazos, David; Gutierrez, Francisco; Cortez, Robert; Flores, Alma

2:00 PM-4:00 PM

JP Morgan to visit City of Santa Ana

Invitees: Kobayashi, Kathy; Hansen, Jon R; Deese, Kerwin P; Davidson, Elizabeth L; Mancha, Minerva; Perez, Rosie; Holt, Will; Gutierrez, Francisco; Ta, Bich; Barela, Waldo

4:00 PM-4:45 PM

Review PowerPoint for FEDIT meeting

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

September 10, 2014

Wednesday

8:30 AM-9:00 AM

Mgmt Aide Pre-Interview Panel Discussion

Invitees: Gutierrez, Francisco

3:15 PM-3:45 PM

City Vehicle Policy

Invitees: Cavazos, David; Carvalho, Sonia R.; Gutierrez, Francisco; Flores, Alma

September 11, 2014

Thursday

8:30 AM-9:30 AM

Treasury Staff (Division-wide Meeting with Francisco) \ Discuss Treasury Employee Suggestion List

Invitees: 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-3:00 PM

General Fund Reserves Review

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

3:30 PM-4:30 PM

C3 Office Solutions Budget Review

Invitees: Gutierrez, Francisco; Herschleb, Dan; 'tricias@c3os.com'

September 12, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

September 15, 2014

Monday

11:00 AM-12:30 PM

IT Assessment Oral Presentation: Avasant

Invitees: Mostafa, Haney; Schnabl, James; de la Riva, Carlos; Haluza, Karen; Foulkes, Matt; Burgan, Trevor; Nguyen, Lynn; Cortez, Robert; Garcia, Jorge (CMO); Gutierrez, Francisco; Duque, Eddie; Gergen, Tom

2:00 PM-3:00 PM

Review for FEDT

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

5:30 PM-7:00 PM

FEDT Council Committee

Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cavazos, David; Cortez, Robert; Martinez, Michele; Benavides, David; Sarmiento, Vince; Kutner, Scott; Morley, Marc; Sanchez, Alex; Simon, Sandra; Barela, Waldo; Castellon, Alvaro; Reenders, Kelly

September 16, 2014

Tuesday

9:00 AM-10:00 AM

Water/Sewer Rate Draft Report Review

Invitees: Rosas, Rodolfo; Cortez, Robert; Gutierrez, Francisco; Saba, Nabil; Ta, Bich; Bui, Ann Tu-Anh

2:00 PM-3:30 PM

IT Assessment Oral Presentation: Third Wave

Invitees: Mostafa, Haney; Schnabl, James; de la Riva, Carlos; Haluza, Karen; Foulkes, Matt; Burgan, Trevor; Nguyen, Lynn; Cortez, Robert; Garcia, Jorge (CMO); Gutierrez, Francisco; Duque, Eddie; Gergen, Tom

September 18, 2014

Thursday

9:00 AM-10:00 AM

TA Bonds / Continuing Disclosure

Invitees: Duque, Eddie; Gutierrez, Francisco; Michael P. Busch

10:00 AM-11:00 AM

Treasury Weekly Meeting

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

September 19, 2014

Friday

10:15 AM-10:30 AM

City Hall/Annex Vehicle Placement

Invitees: Garcia, Jorge (CMO); Lawrence, Mark; Gutierrez, Francisco

2:00 PM-3:00 PM

FMSA's Strategic Plan Projects

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

3:30 PM-4:30 PM

Single Use Accounts and P-Card

Invitees: Mancha, Minerva; Gutierrez, Francisco; Holt, Will; DePrat, Robert; Nielsen, Hans; Chavez, Edgar; Ta, Bich; Elmore, Vicki; Perez, Rosie

September 22, 2014

Monday

2:00 PM-2:30 PM

Review of ROPS 14-15B

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

4:30 PM-5:00 PM

Business License Review

Invitees: Reenders, Kelly; Gutierrez, Francisco; Morley, Marc

September 23, 2014

Tuesday

10:00 AM-10:30 AM

Intro Meeting with Kirk Conole

Invitees: Maribel Larios; Gutierrez, Francisco; Kirk Conole

1:00 PM-4:00 PM

CalPERS CERBT (OPEB)

Invitees: Gutierrez, Francisco

3:00 PM-4:00 PM

Oversight Board Special Meeting

Invitees: Ennis, Heather; Reenders, Kelly; Storck, Lisa; 'Clark, Thomas P. Jr.'; Gutierrez, Francisco; Ta, Bich; Ro, Sarah; Cavazos, David; 'joe.dixon@sausd.us'; 'John Acosta (johnbuzztop@sbcglobal.net)'; 'Julie Stroud (jastroud@aol.com)'; 'Linda Melendez (lm17171@rsccd.edu)'; Magallon, Becky; Morley, Marc; Ousley, Mardy; 'Peter Hardash (hardash_peter@rsccd.edu)'; 'Rosa Bernal (Rosa.Bernal@SAUSD.US)'; Sarmiento, Vince; Tinajero, Sal; Gorospe, Susan

4:30 PM-5:30 PM

MEETING - GRANTS AND GRANT WRITER AGREEMENT

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

September 24, 2014

Wednesday

12:00 PM-2:00 PM

City Employee Health & Rideshare Fair

2:00 PM-3:00 PM

Microsoft Surface 3 Deployment (Francisco Gutierrez)

Invitees: Westman, Daren; Gutierrez, Francisco; Gutierrez, Edgar

4:00 PM-4:30 PM

Interview

Invitees: Nguyen, Katrina; Gutierrez, Francisco

September 25, 2014

Thursday

10:00 AM-11:00 AM

Treasury Weekly Meeting

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

11:00 AM-12:00 PM

ITSP: IT Assessment Team Meeting

Invitees: Mostafa, Haney; Nguyen, Lynn; Schnabl, James; de la Riva, Carlos; Foulkes, Matt; Burgan, Trevor; Elmore, Jered; Haluza, Karen; Garcia, Jorge (CMO); Gutierrez, Francisco; Duque, Eddie; Gergen, Tom; Cortez, Robert

2:30 PM-4:00 PM

Santa Ana: DefComp: Plan Administrator Committee Lineup Review

Invitees: Duque, Eddie; Gutierrez, Francisco; Darren Stewart; Christopher Rowey

4:30 PM-5:00 PM

M2 Local Fairshare Funds - Review 3-year expenditure requirement

Invitees: Palacol, Marilyn; Gutierrez, Francisco; Ta, Bich; Barela, Waldo; Simon, Sandra; Castellon, Alvaro

5:00 PM-6:00 PM

Discuss Replacement Vehicles

Invitees: Ramirez, Teresa; Gutierrez, Francisco; Barela, Waldo; Castellon, Alvaro; Perez, Sandy; Longobart, Rick; Laugenour, Chris

September 26, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

September 29, 2014

Monday

10:00 AM-10:30 AM

RFCA- 22C Replacement of Vehicles Review

Invitees: Garcia, Jorge (CMO); Gutierrez, Francisco; Lawrence, Mark; Longobart, Rick; Mousavipour, Fred

September 30, 2014

Tuesday

4:00 PM-4:30 PM

Meeting: UUT Briefing

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