Executive Dir Finance & Management Svcs (EM), Francisco Gutierrez

May 02, 2016

Monday

9:30 AM-10:00 AM

Mater Dei

 

Invitees: Cavazos, David; Garcia, Jorge (CMO); Carvalho, Sonia R.; Mousavipour, Fred; Gutierrez, Francisco; Higgins, Taig

10:00 AM-11:00 AM

RFCA Review

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Simon, Sandra

May 03, 2016

Tuesday

10:30 AM-11:00 AM

Downtown Parking Weekly Meeting

 

Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor

2:00 PM-2:30 PM

REQUISITIONS BUDGET REVIEW

 

Invitees: Perez, Sandy; Barela, Waldo; Simon, Sandra

3:00 PM-4:00 PM

RFP Revenue Auditing, Recovery, Reporting & Analysis- MGO Medical Marijuana Tax (Interview/Demonstration)

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Scott P. Johnson (sjohnson@mgocpa.com); Jim Godsey (jgodsey@mgocpa.com); rmacias@mgocpa.com; Benjamin Lau (blau@mgocpa.com); Holt, Will; Morley, Marc

5:30 PM-8:00 PM

City Council Meeting

May 04, 2016

Wednesday

10:00 AM-10:30 AM

City Manager (Standing Meeting)

 

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

10:30 AM-12:00 PM

EMT Meeting

 

Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Reenders, Kelly; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro-Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia.Carvalho@bbklaw.com)

2:00 PM-3:00 PM

Miscellaneous Fees Review

 

Invitees: Simon, Sandra; Barela, Waldo; Vidal, Sergio; Mendoza, Sydney; Gutierrez, Francisco; Castellon, Alvaro; Nguyen, Katrina

3:00 PM-4:00 PM

Warner Industrial Community Assessment District/Refunding of the TABs/457 Plan

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco

May 05, 2016

Thursday

9:00 AM-9:30 AM

Discuss Accounting Division

 

Invitees: Ro, Sarah; Gutierrez, Francisco

9:30 AM-10:00 AM

Liability Reserve Fund Review

 

Invitees: Gutierrez, Francisco; Ro, Sarah; Palacol, Marilyn

10:00 AM-11:30 AM

RFP Revenue Auditing, Recovery, Reporting & Analysis-HdL: Sales Tax, Hotel Visitor's Tax & Medical Marijuana Tax

 

Invitees: Castellon, Alvaro; anickerson@hdlcompanies.com; Jennifer Pierce (jpierce@hdlcompanies.com); Gutierrez, Francisco; Holt, Will; Morley, Marc

2:30 PM-3:00 PM

Weekly Budget Meetings

 

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

5:00 PM-6:30 PM

Community Budget Meeting (5:30)

 

Invitees: Barela, Waldo; Cavazos, David; Gutierrez, Francisco; Vidal, Sergio; Cortez, Robert; Castro-Cardenas, Julie; Simon, Sandra; Castellon, Alvaro; Nguyen, Katrina; Torres, Melanie; Mendoza, Sydney; Gonzalez, Miguel; Mousavipour, Fred; Gabriel, Jason

May 06, 2016

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

May 09, 2016

Monday

9:30 AM-10:00 AM

Mater Dei

 

Invitees: Cavazos, David; Garcia, Jorge (CMO); Carvalho, Sonia R.; Mousavipour, Fred; Gutierrez, Francisco

2:30 PM-3:30 PM

Trial Budget Briefing w/Councilmember Amezcua

 

Invitees: Cavazos, David; Gutierrez, Francisco; Amezcua, Angelica

3:00 PM-4:30 PM

All Hands Conference Call re: Santa Ana AD 2015-01 WIC

 

Invitees: 'Anna Sarabian'; Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Gabriel, Jason; Nguyen, Kenny; Aguirre, Robert; warren.diven@bbklaw.com; nora.obrien@bbklaw.com; James Fabian; lzarate@psomas.com; peggy.graham@psomas.com; Cynthia Kugler

May 10, 2016

Tuesday

9:30 AM-10:00 AM

Preliminary Proposed Budget Presentation

 

Invitees: Barela, Waldo; Nguyen, Katrina; Gutierrez, Francisco

10:30 AM-11:00 AM

Downtown Parking Weekly Meeting

 

Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor

11:30 AM-12:00 PM

Mater Dei

 

Invitees: Cavazos, David; Carvalho, Sonia R.; Garcia, Jorge (CMO); Mousavipour, Fred; Gutierrez, Francisco; Higgins, Taig; Haghani, Hassan

12:00 PM-1:00 PM

Trial Budget Briefing w/Councilmember Sarmiento

 

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

1:30 PM-2:00 PM

Weekly Budget Meetings

 

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

2:00 PM-3:30 PM

RFP Revenue Auditing, Recovery, Reporting & Analysis-MuniServices: Sales Tax, Property Tax, Utility Users' Tax, Hotel Visitors' Tax & Medical Marijuana Tax Interview/Demonstration

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco; Holt, Will; Morley, Marc; fran.mancia@muniservices.com

6:00 PM-7:00 PM

Community Budget Meeting

 

Invitees: Barela, Waldo; Cavazos, David; Gutierrez, Francisco; Vidal, Sergio; Cortez, Robert; Mousavipour, Fred; Gabriel, Jason; Simon, Sandra; Castellon, Alvaro; Mendoza, Sydney; Nguyen, Katrina; Torres, Melanie; Gonzalez, Miguel; Castro-Cardenas, Julie

May 11, 2016

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; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Reenders, Kelly; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro-Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia.Carvalho@bbklaw.com)

3:00 PM-4:30 PM

1Q 2016 Deferred Comp Fund Performance Review

 

Invitees: 'Darren Stewart'; Castellon, Alvaro; Gutierrez, Francisco; Holt, Will; Vidal, Sergio; Christopher Rowey

May 12, 2016

Thursday

9:30 AM-10:00 AM

Warner Industrial Community Bond Discussion

 

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

11:00 AM-11:30 AM

Santa Ana 2016 TAB - Kick Off Call Refunding 2003 TABS

 

Invitees: 'Lazalde, Vince (Public Finance)'; Gutierrez, Francisco; lsobel@orrick.com; khale@orrick.com; kim.byrens@bbklaw.com; nora.obrien@bbklaw.com; Cervantes, James R (Public Finance); michaelb@urbanfuturesinc.com; DougA@urbanfuturesinc.com; mrunal.shah@bbklaw.com; williamr@urbanfuturesinc.com; Ro, Sarah; Vidal, Sergio

May 16, 2016

Monday

8:00 AM-9:00 AM

Trial Budget Briefing w/Councilmember Reyna

 

Invitees: Cavazos, David; Gutierrez, Francisco; Reyna, Roman

10:00 AM-10:30 AM

Former RDA 2003 Bonds (South Main Project Area)

 

Invitees: Gorospe, Susan; Gutierrez, Francisco; michaelb@urbanfuturesinc.com; Greg SooHoo

10:30 AM-11:30 AM

RFCA Review

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Simon, Sandra

1:00 PM-2:00 PM

Trial Budget Briefing w/Councilmember Benavides

 

Invitees: Cavazos, David; Gutierrez, Francisco; Benavides, David; david.benavides@kidworksonline.org; Maria Tonga (Maria.Tonga@kidworksonline.org)

May 17, 2016

Tuesday

10:30 AM-11:00 AM

Downtown Parking Weekly Meeting

 

Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor

2:00 PM-3:30 PM

MuniServices Quaterly Sales Tax Review Meeting

 

Invitees: Holt, Will; Mancia, Fran (Fran.Mancia@MuniServices.com); Vidal, Sergio; Gutierrez, Francisco; Barela, Waldo; Morley, Marc; Castellon, Alvaro

5:30 PM-8:00 PM

City Council Meeting

 

May 18, 2016

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; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Reenders, Kelly; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro-Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia.Carvalho@bbklaw.com)

1:30 PM-2:30 PM

RFP Sales Tax, Property Tax Discussion

 

Invitees: Gutierrez, Francisco; Castellon, Alvaro; Holt, Will; Morley, Marc

May 19, 2016

Thursday

9:30 AM-10:00 AM

Weekly Budget Meetings

 

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

10:00 AM-10:30 AM

Conference Call with Keyser Marston Associates

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco

11:00 AM-11:30 AM

Warner Industrial RFCAs 6/7 and 6/21

 

Invitees: Palacol, Marilyn; Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah

2:00 PM-3:00 PM

WIC Assessment District & Refunding of the TABs

 

Invitees: Castellon, Alvaro; Gutierrez, Francisco

May 20, 2016

Friday

12:00 AM-12:00 AM

9/80 City Hall Closed

 

May 23, 2016

Monday

10:00 AM-11:00 AM

Kick-off Meeting w/Auditors & City

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; npatel@wndecpa.com; Ortiz, Daniel

3:00 PM-4:00 PM

Limited Group Conference Call re: Santa Ana AD No. 2015-01 (Warner Industrial Community)

 

Invitees: 'Cynthia Kugler'; Gutierrez, Francisco; Vidal, Sergio; Castellon, Alvaro; Gabriel, Jason; Nguyen, Kenny; Aguirre, Robert; 'warren.diven@bbklaw.com'; 'nora.obrien@bbklaw.com'; James Fabian; Anna Sarabian; 'lzarate@psomas.com'; 'peggy.graham@psomas.com'; 'ilse.vlach@usbank.com'; 'wong.dennis@dorsey.com'

May 24, 2016

Tuesday

9:00 AM-10:00 AM

Monthly Investment Committee Meeting

 

Invitees: Gutierrez, Francisco; Vidal, Sergio; Ro, Sarah; Barela, Waldo; Castellon, Alvaro; Holt, Will; Mancha, Minerva; Perez, Rosie; Rubio, Elizabeth

2:00 PM-2:30 PM

Monthly Review JP Morgan Chase

 

Invitees: Gutierrez, Francisco; Mancha, Minerva

3:00 PM-4:00 PM

Santa Ana - Kick Off Call

 

Invitees: Lazalde, Vince (Public Finance); 'Michael Busch'; Bothwell, Bill W.; Hale, Kevin; 'Sobel, Larry D.'; Kim Byrens; Mrunal Mehta Shah; John Rottschaefer; Cervantes, James R (Public Finance); Amezcua, Raul (Public Finance); teresa.fructuoso@bnymellon.com; deborah.young@bnymellon.com; Gutierrez, Francisco; Vidal, Sergio; bta@santa-ana.org; Ro, Sarah; Gorospe, Susan; Sandoval, Jose; Carvalho, Sonia R.; Greg SooHoo; Scherer, Deborah; williamr@urbanfuturesinc.com

May 25, 2016

Wednesday

9:00 AM-9:30 AM

REVIEW REQUISITIONS IN BUDGET

 

Invitees: Perez, Sandy; Simon, Sandra; Barela, Waldo; Gutierrez, Francisco

9:30 AM-10:30 AM

Budget & City Councilmembers Health Benefit Review

 

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

10:30 AM-12:00 PM

EMT Meeting

 

Invitees: Cavazos, David; Raya, Edward; Huizar, Maria; Lawrence, Mark; Haghani, Hassan; Cortez, Robert; Rojas, Carlos; Flores, Alma; Gutierrez, Francisco; Carvalho, Sonia R.; Mouet, Gerardo; Garcia, Jorge (CMO); Dave OCFA Anderson; Mousavipour, Fred; Castro-Cardenas, Julie; Escamilla, Manuel; Soto, Daniel; Sonia Carvalho(Sonia.Carvalho@bbklaw.com); Ciulla, Jack

1:30 PM-2:30 PM

City Council Health Benefits

 

Invitees: Sonia.Carvalho@bbklaw.com; Carvalho, Sonia R.; Funk, John; Cavazos, David; Cortez, Robert; Gutierrez, Francisco; Raya, Edward; Vidal, Sergio

2:30 PM-6:00 PM

Vacation

 

May 26, 2016

Thursday

12:00 AM-12:00 AM

Vacation

 

May 27, 2016

Friday

12:00 AM-12:00 AM

Vacation

 

May 30, 2016

Monday

12:00 AM-12:00 AM

CLOSED: Memorial Day

 

May 31, 2016

Tuesday

10:30 AM-11:00 AM

Downtown Parking Weekly Meeting

 

Invitees: Cavazos, David; Garcia, Jorge (CMO); Gutierrez, Francisco; Reenders, Kelly; Cortez, Robert; Rodriguez, Arturo; Negrete, Victor

2:30 PM-3:00 PM

Fiduciary Experts: Intro Meeting

 

Invitees: Castellon, Alvaro; Maribel Larios

3:15 PM-3:30 PM

Qmatic Steering Committee (Reps Requested) Email

 

Invitees: Chairez, Monica; Gutierrez, Francisco; Holt, Will; Mancha, Minerva