Executive Director of Finance and Management Services Agency, Francisco Gutierrez

June 02, 2014

Monday

10:00 AM-11:30 AM

SEC Municipalities Continuing Disclosure Cooperation Initiative, Part 2

Webinar

June 03, 2014

Tuesday

9:00 AM-9:30 AM

S&P Review

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

11:30 AM-11:45 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

2:00 PM-3:00 PM

Water Bond

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

3:00 PM-4:00 PM

pre-EMT meeting re IT Strat Plnng

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

5:30 PM-8:00 PM

City Council Meeting

June 04, 2014

Wednesday

10:00 AM-10:30 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

10:30 AM-11:30 AM

Executive Management Team Meeting (EMT)

Invitees: Cavazos, David; Carvalho, Sonia R.; Kutner, Scott; Macedonio, Margarita; Gallardo, Liduvina; Christensen, Angi; 'devinleonard@ocfa.org'; Woods, Gail; Trujillo, Rose Ann; Mouet, Gerardo; Raya, Edward; Lyon, Tanya; 'Rosalinda Gonzalez'; Ousley, Mardy; Galvez, William E.; Greene, Eileen; Lawrence, Mark; Ortiz, Lorrie; Ramirez, Teresa; Flores, Alma; Gerardo, Karen; Orozco, Norma; Cortez, Robert; Magallon, Becky; Haluza, Karen; Flores, Rosa; Huizar, Ana; Mitre-Ramirez, Norma; Barela, Rosa; Foulkes, Matt; Sonia bbk; Gutierrez, Francisco; Rojas, Carlos; Huizar, Maria; Garcia, Jorge (CMO)

3:00 PM-4:00 PM

Granicus AppStore demo - Santa Ana, CA.

Invitees: Casey Allan

June 05, 2014

Thursday

9:00 AM-9:30 AM

Pre-Investment Meeting

Invitees: Gutierrez, Francisco; Duarte, Christine

9:30 AM-11:00 AM

Monthly Investment Committee Meeting

Invitees: Perez, Rosie; Gutierrez, Francisco; Cortez, Robert; Duarte, Christine; Ta, Bich; Mancha, Minerva; Duque, Eddie

11:00 AM-11:30 AM

John Aguilar & Francisco

Invitees: Gutierrez, Francisco; Aguilar, John

2:30 PM-3:30 PM

Santa Ana Water Revenue Bonds, Series 2014: Conference Call

Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Ta, Bich; Flores, Alma; Galvez, William E.; Saba, Nabil; Carvalho, Sonia R.; Sandoval, Jose; 'kim.byrens@bbklaw.com'; 'mrunal.shah@bbklaw.com'; 'john.rottschaefer@bbklaw.com'; 'Michael P. Busch'; 'johnp@urbanfuturesinc.com'; 'dkim@fulbright.com'; 'Young, Deborah'; 'teresa.fructuoso@bnymellon.com'; 'matthew.moon@bnymellon.com'; 'waldmans13@comcast.net'; 'Kim, Daniel'; Ro, Sarah; Rosas, Rodolfo; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance)

4:00 PM-5:00 PM

Continuing Disclosure Discussion

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

June 06, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

June 09, 2014

Monday

9:30 AM-10:30 AM

Water Bonds: POS & Water Rate Study Review

Invitees: Ramirez, Teresa; Gutierrez, Francisco; Cortez, Robert; Ta, Bich; Palacol, Marilyn; Saba, Nabil

2:00 PM-3:00 PM

PARS Annual ARS Meeting

Invitees: Jennifer Meza

3:30 PM-4:00 PM

DOF Update

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

June 10, 2014

Tuesday

9:00 AM-9:30 AM

Legislative Status Update Meeting

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

2:00 PM-3:00 PM

Review of the New Municipal Advisor Rule

Invitees: Perez, Rosie; Gutierrez, Francisco; Duarte, Christine; Ta, Bich; Ro, Sarah; Mancha, Minerva; Cortez, Robert

June 11, 2014

Wednesday

7:30 AM-9:15 AM

2014 State of the City Address

Invitees: Flores, Alma; Huizar, Maria; Carvalho, Sonia R.; Kutner, Scott; Raya, Edward; Gutierrez, Francisco; Mouet, Gerardo; Galvez, William E.; Haluza, Karen; devinleonard@ocfa.org; Rojas, Carlos

10:00 AM-10:30 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

10:30 AM-12:00 PM

Executive Management Team Meeting (EMT)

Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia bbk; Trevino, Jay; Barela, Rosa; Christensen, Angi; Flores, Rosa; Gallardo, Liduvina; Gerardo, Karen; Greene, Eileen; Magallon, Becky; Mitre-Ramirez, Norma; Orozco, Norma; Ortiz, Lorrie; Ousley, Mardy; Ramirez, Teresa; 'Rosalinda Gonzalez'; Trujillo, Rose Ann; Woods, Gail

June 12, 2014

Thursday

9:00 AM-10:00 AM

Review Treasury Transition effective July 1st.

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

10:30 AM-11:15 AM

Sharon Barlow, Santa Ana Merchants Assoc.

Invitees: Sarmiento, Vince; Cavazos, David; Gutierrez, Francisco

June 16, 2014

Monday

8:30 AM-9:00 AM

Week In Review

Invitees: Ramirez, Teresa; Gutierrez, Francisco

10:00 AM-11:00 AM

BI-WEEKLY MEETING WITH FINANCE EXEC DIRECTOR/FLEET MANAGER

Invitees: Longobart, Rick; Gutierrez, Francisco

11:00 AM-12:00 PM

City of Santa Ana Audit Entrance Meeting (FY2014)

Invitees: Erica Gonzalez; Gutierrez, Francisco; Katherine Lai; Francisco Colon, Director; Preeti Tilve; Daniel Ortiz-Lopez; Bich Ta; Sarah Ro

June 17, 2014

Tuesday

9:00 AM-9:30 AM

Budget Review

Invitees: Gutierrez, Francisco; Cortez, Robert

10:30 AM-11:30 AM

Santa Ana Financing Authority Water Revenue Refunding Bonds, Series 2014

Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Ta, Bich; Ro, Sarah; Flores, Alma; Galvez, William E.; Saba, Nabil; Rosas, Rodolfo; Carvalho, Sonia R.; Sandoval, Jose; Kim Byrens; mrunal.shah@bbklaw.com; 'john.rottschaefer@bbklaw.com'; Michael P. Busch; John Phan; 'dkim@fulbright.com'; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance)

5:30 PM-8:00 PM

City Council Meeting

June 18, 2014

Wednesday

10:00 AM-10:30 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

10:30 AM-12:00 PM

Executive Management Team Meeting (EMT)

Invitees: Cavazos, David; Brown, Scott (OCFA); Carvalho, Sonia R.; Fong, Nancy; Galvez, William E.; Gutierrez, Francisco; Huizar, Maria; Mouet, Gerardo; 'Nancy Fong'; Raya, Edward; Rojas, Carlos; Sonia bbk; Trevino, Jay; Barela, Rosa; Christensen, Angi; Flores, Rosa; Gallardo, Liduvina; Gerardo, Karen; Greene, Eileen; Magallon, Becky; Mitre-Ramirez, Norma; Orozco, Norma; Ortiz, Lorrie; Ousley, Mardy; Ramirez, Teresa; 'Rosalinda Gonzalez'; Trujillo, Rose Ann; Woods, Gail

June 19, 2014

Thursday

2:00 PM-2:30 PM

Treasury Manager Approvals - MUS, Bus Tax, Treasury, Investments

Invitees: Mancha, Minerva; Gutierrez, Francisco; Perez, Rosie; Chairez, Monica; Vargas, Mirella; Ramirez, Teresa

June 20, 2014

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

June 23, 2014

Monday

8:30 AM-9:00 AM

Week In Review

Invitees: Ramirez, Teresa; Gutierrez, Francisco

10:00 AM-11:00 AM

CDIAC Webinar: Regulatory Update -The Municipal Advisory Rules & Their Effect on Public Investment

Invitees: Gutierrez, Francisco

2:00 PM-2:30 PM

JP Morgan & City of Santa Ana Finance

Invitees: Gutierrez, Francisco; Cortez, Robert; 'jon.r.hansen@jpmorgan.com'; 'kerwin.p.deese@jpmorgan.com'; 'shawn.dralle@jpmorgan.com'; 'bradley.a.schroeder@jpmorgan.com'

2:30 PM-3:00 PM

Water Reserve Analysis 5-31-2014.xls

Invitees: Palacol, Marilyn; Gutierrez, Francisco

3:00 PM-4:00 PM

Mobility & Smart Room Review

Invitees: Gutierrez, Francisco; Gergen, Tom

June 24, 2014

Tuesday

9:00 AM-10:30 AM

Budget Review

Invitees: Gutierrez, Francisco; Cortez, Robert

10:30 AM-11:30 AM

FEDT Agenda Review

Invitees: Gutierrez, Francisco

5:00 PM-7:00 PM

Special Finance, Econ Dev & Technology Council Committee Mtg

Invitees: Gerardo, Karen; Benavides, David; Morley, Marc; Sarmiento, Vince; Christensen, Angi; Cortez, Robert; Gutierrez, Francisco; Landry-Bayle, Shelly;  Martinez, Michele; Ousley, Mardy; Ramirez, Teresa; Sandoval, Jose; Rojas, Carlos; Cavazos, David; Martinez, Michele; Galvez, William E.; Haluza, Karen; Foulkes, Matt

June 25, 2014

Wednesday

10:00 AM-10:30 AM

City Manager (Standing Meeting)

Invitees: Cavazos, David; Gutierrez, Francisco

10:30 AM-12:00 PM

Executive Management Team Meeting (EMT)

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

June 26, 2014

Thursday

9:00 AM-10:00 AM

Monthly Investment Committee Meeting

Invitees: Perez, Rosie; Gutierrez, Francisco; Duarte, Christine; Ta, Bich; Barela, Waldo; Mancha, Minerva; Ro, Sarah

10:00 AM-11:30 AM

Payroll Staff Meeting

Invitees: Gutierrez, Francisco

2:00 PM-2:30 PM

Meet & Greet - Rosa Schulte (Broker)

Invitees: Perez, Rosie; Gutierrez, Francisco; Duarte, Christine; Mancha, Minerva

June 27, 2014

Friday

9:00 AM-9:30 AM

Central Services -Review of Current Projects

Invitees:Gutierrez, Francisco; Herschleb, Dan; Cervantez, Javier

June 30, 2014

Monday

3:30 PM-4:30 PM

Conference Call: Santa Ana Financing Authority: Water Revenue Refunding Bonds, Series 2014 (Credit Presentation)

Invitees: Jacob, Thomas Z (Public Finance); Gutierrez, Francisco; Cortez, Robert; Duque, Eddie; Ta, Bich; Ro, Sarah; Flores, Alma; Galvez, William E.; Saba, Nabil; Rosas, Rodolfo; Carvalho, Sonia R.; Sandoval, Jose; Michael P. Busch; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); Kim Byrens (Kim.Byrens@bbklaw.com); mrunal.shah@bbklaw.com; 'dkim@fulbright.com'