13-0513_AMERINATIONAL COMMUNITY SERVICES, INC_Staff EmailAyako Rauterkus
From: LeMoine-Bui, Allison <aemoine-Bui@rutan.com>
Sent: Monday, May 13, 2013 3:18 PM
To: Ayako Rauterkus
Subject: RE: HOME Grant Owner Occupied Rehabilitation Program Escrow Services Needed - City
of San Juan Capistrano
Hi Ayako, you are now good to go, and no additional review by our office is necessary.
Allison LeMoine-Bui
Rutan & Tucker, LLP
511 Anton Boulevard, 14th Floor
Costa Mesa, CA 92626
714-662-4658 Direct
714-546-9035 Fax
alemoine-bui@rutan.com
www, ruta n. com
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From: Ayako Rauterkus[mailto:ARauterkus@sanjuancapistrano.org]
Sent: Monday, May 13, 2013 3:08 PM
To: LeMoine-Bui, Allison
Subject. FW: HOME Grant Owner Occupied Rehabilitation Program Escrow Services deeded - City of San Juan
Capistrano
Importance: High
Hi Allison,
Hope you had a great Mother's Day! Mine was somewhat relaxing and didn't do much,
I just received a response from AmeriNational and they are good with our changes. I am going to finalize it (accept the
changes that you and I made on the exhibit A) and forward everything back to them 5o they can sign and mail them back
to us. I assume you looked at the PSA and Exhibit "A" Hans will be Ok to sign it,
Please let me know if you think that i should still ask Haas to review it.
Thank you so much for all your help. I'm aimost there with this "Fund Disbursement Services" agreernent.....
From: Amber Anderson[m ai Ito: aan derson(&amerinationa 1. net]
Sent: Monday, May 13, 2013 2:14 PM
To: Ayako Rauterkus
Cc: Micki Gylten
Subject: FW: HOME Grant Owner Occupied Rehabilitation Program Escrow Services Needed - City of San Juan
Capistrano
Importance. High
H i Aya ko,
Management has reviewed and approved the contract. I went ahead and added the AmeriNational contact information
in "Section !0. Notices". Please use the attached Exhibit A in the contract. Please send me the final agreement to have
signed.
Thank you,
Amber Andersen
Marketing and Contracts Manager
AmeriNational Community Services, Inc.
217 South newton Avenue i Albert Lea, MN 56007
Direct Phone: (507) 377-6030 ext, 1356 or (866) 779-5546 ! Fax: '(562) 745-1281
This email is confidential and is restricted by ArneriNatOnal's email policy, which can be found
at http://www,amerinational.net/emailpolicy.aspx.
Begin forwarded message:
From: "Ayako Rauterkus"<ARauterkus(c.,sanjuancapistrano.org>
To: "Micki Gylten" <MG_ylten-cr :�erinational.€�et>
Cc: " enevieve knewturtleisland.com" <gent-vieve(alnew urtleisland.co >
Subject: RE: HOME Grant Owner Occupied Rehabilitation Program Escrow Services
Deeded - City of San .duan Capistrano
Hi Micki:
Please find the attached draft personal services agreement and your proposal with my corn eats,
which will be the Exhibit A to the agreement. I would like to limit your proposal to only the
fund disbursement service and also made some changes from "Client" to "City."
Please review and let me know if it's OK and we would like to proceed with the contract as soon
as possible.
Thank you so much again for being so helpful! I look forward hearing from you.
Ayako Rauterkus
Development Services Dept.
City of San .Tuan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
T: 949.443.6325
F: 949.202.5469
From: Micki Gylten [mailto:MG ltena amerinational_net]
Sent: Monday, May 06, 2013 5:53 PM.
To: Ayako Rauterkus
Cc: genevievennewturtleisland. com
Subject. RE: HOME Grant Owner Occupied Rehabilitation Program Escrow Services Needed -
City of San Juan Capistrano
Ayoko,
I have addressed below:
Micki
Michelle "Micki" Gylten
Regional Sales Manager
AmeriNational Community Services
www.,,ii-iierinational.iiet<hqp:HNvww.amerinational.net/>
866.626.6114 Office
319.541.3689 Cell
562-745-1276 Fax
This email is confidential and is restricted by AmeriNational's email policy which can be found
at http://www.amerinational.a-i.et/emailpolicy as�x
From: Ayako Rauterkus [ARauterlcus san'uanca istrano.or 7]
Sent: Monday, May 06, 2013 5:36 PM
To: Micki Gylten
Cc:eneyieve c,newturtleisland.com<rnailto:genevieveCc�newturtleisland.cor>
Subject: RE: HOME Grant Owner Occupied. Rehabilitation Program Escrow Services Needed -
City of San Juan Capistrano
Hi Micki:
I sent you the e-mail below last week and have not heard back from you. I am wondering if you
have any questions or concerns. Please let me know.
I really would like to move forward on the Fund Disbursement Services with your company.
Thank you.!
Ayako Rauterkus
Development Services Dept.
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan. Capistrano, CA 92675
T: 949.443.6325
: 949.202.5469
From: Ayako Rauterkus
Sent: Tuesday, April 30, 2013 4:41 PM
To: 'Micki Gylten'
Cc:_e�eve(a,newturtleisland.com<mailto:genevievennewttirtleisland.com>
Subject: RE: HOME Grant Owner Occupied Rehabilitation Program Escrow Services Needed -
City of San. Juan Capistrano
Hi Micki:
I would like to move forward with your company on the OOR Program escrow account/fund
disbursement services. I have a few questions before preparing a draft Personal Services
Agreement.
1. In your proposal, it says "Retention is then paid out sixty-five (65) days after the recording
of the Notice of Completion." Is it possible to change to 30 days? I will check and get back to
You,
2. Related to #1, we do not need Recording service for the Notice of Completion as we have
a consultant who handle recordation. If we do not need this service, would the fee for the each
account will decrease? No, you will just not pay any outside recording fees, if you already have
that taken care of.
3. Does your company provide a service of providing preliminary/full title reports? If so,
how much per report? No, we only provide that if we do the complete underwritng for a project.
4. In your proposal, it mentions "Control Instructions" in order to open accounts. Do you
have a sample or standard form that we can use? (I am very new to this and any sample or
information would be very helpful!). Once the contract has been executed, you will be contacted
by our funds Disbursements manager for all the set up, and she can give you a sample form that
you aurthorize the disbursements.
Just a reminder that the funds Disbursements services is provided by American Bank, our parent
company. Also, please let me know if you would like me to request a draft contract be emailed
to you. Thank you.
Again, thank you so much for your prompt proposal. At this time, our City only needs the fund
Disbursement Services (and/or title report services if available and applicable to the loans).
I look forward hearing from you.
Thank you,
Ayako Rauterkus
Development Services Dept.
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
T: 949.443.6325
F: 949.202.5469
From: Micki Gylten[mailto:MGylten(ctamerinational-n.et]
Sent: 'Thursday, April 25, 2013 4:50 PM
To: Ayako Rauterkus
Subject: Re: HOME Grant Owner Occupied Rehabilitation Program Escrow Services Needed -
City of San Juan Capistrano
Each account would be $130 with an unlimited number of checks
Michelle "Micki" Gylten
Regional Sales Manager
AmeriNational Community Services
www. amerinational,net<http: //w",w. amerinational. net>
Toll Free 866.626.6114
Cell 319.541.3689
Fax 562.745.1276
MgyltenCameri national.net<mailto :Mgylten(a,amerinational.net>
This email is confidential and is restricted by AmeriNational's email policy, which can be found
at htt_p://www.ameriDational.net/email policy.asp
On Apr 25, 2013, at 5:31 PM, "Ayako Rauterkus"
<ARauterkus(aysanjuancapistrano.org<rnailto:ARauterkusnsanjuanca istrano.oro>> wrote:
Thank you so much, Micki, for the quick response. I will forward your proposal to the Finance
Dept.
While I will do so, and the City may consider obtaining other services from your company, I do
need to move forward on the "Fund Disbursement Services." According to the proposal, the fee
for the fund disbursement is $130 per account. Would the fee change if we only obtain the fund
disbursement service? Also, is there a limit for the number of disbursement for each
account? Normally, we would not request more than 3 times (3 checks including the final
retention release), however, there may be a rare occasion that it may require more than 3 checks
disbursement needed. Please let me know what is the limit of the number of disbursement per
account.
Thank you again for your response!
Ayako Rauterkus
Development Services Dept.
949.443.6325
From: Micki Gylten [mailto:MG lten &amerinational.net]
Sent: Thursday, April 25, 2013 3:02 PM
To: Ayako Rauterkus
Subject: RE: HOME Grant.Owner Occupied Rehabilitation Program Escrow Services Needed -
City of San Juan Capistrano
Ayoko,
Here is the quote that we spoke about earlier. Please call me should you have any questions;
Thank you?
Micki
Michelle "Micki" Gylten
Regional Sales Manager
AmeriNational Community Services
www.ai-neri.nation.al.net<htti)://www.amerinational,net/>
866.626.6114 Office
319.541.3689 Cell
562-745-1276 Fax
This email is confidential and is restricted by AmeriNatonal's email policy which can be found
at http-//www.m-nerinational.n.et-/emai.ipolicy..asp.N
From: Ayako Rauterkus
Alkauterkus a�san'uanca istrano.or <mailto:ARauterkusLa sanjuancapistrano.�]
Sent: Thursday, April 25, 2013 1:23 PM
To: Sales
Subject: HOME Grant Owner Occupied Rehabilitation. Program Escrow Services Needed - City
of San Juan Capistrano
Good morning:
The City of San Juan Capistrano is in need of escrow services to assist in distributing Grant
funds form the City's HOME Grant Owner Occupied Rehabilitation Program for a period of 3
years. The Owner Occupied Housing Rehabilitation Program assists low-income home owners
of single-family residences and mobile homes with zero percent interest loans of up to $30,000
for health and safely rehabilitation work. The City rewires a qualified escrow agency to
distribute funds directly to the home owners/contractors as work is completed and approved by
the City.
The Escrow company will be responsible for the following:
Maintain multiple non-interest bearing accounts for each separate loan issued by the City.
• Distribute checks to the Home Owners or contractors at the request and authorization of
the City, up to 3 checks for each escrow account.
Provide monthly updates of all active accounts being maintained for the City.
Please provide the following;
The fee per account to perform the services described above.
Additional fees if more than 3 disbursement (checks) need to be made for a single account.
• A list and examples of fors necessary to open escrow account and disburse fund from
each escrow account.
For the period of 3 years, we estimate to issue 10 to 15 loans per year, however, it depends on
the each loan amount and fund availability.
Should you have any questions, please contact me.
I look forward to hearing from you,
Sincerely,
Ayako Rauterkus
Management Analyst
Development Services Dept.
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Direct: 949.443.5325
Ayako Rauterkus
Development Services Dept.
949.443.6325