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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 Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a) are protected by the Electronic Communications Privacy Act (18 USC §§ 2510- 2521), (b) may contain confidential and/or legally privileged information, and (c) are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited. IRS Circular 230 Notice: Pursuant to the Internal Revenue Service requirements we inform you that, unless specifically indicated otherwise, any tax advice contained in this e-mail, including any attachments, is not intended or written to be used, and cannot be used, by the recipient or any other person for the purpose of (i) avoiding penalties that may be unposed under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax -related matter addressed herein. 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