2020-21 CVCTS (Volunteer Organization) - Tax Services 2021 Wellness CtrMEMORANDUM
DATE:
TO:
FROM:
RE:
Please list the Contracting Party / Vendor Name, type of agreement to be executed, including any change orders or
amendments, and the type of services to be provided. Make sure to list any related Project No. and Project Name.
Authority to execute this agreement is based upon:
___ Approved by City Council on ___________________________________________
___ City Manager’s signing authority provided under the City’s Purchasing Police
[Resolution No. 2019-021] for budget expenditures of $50,000 or less.
___ Department Director’s or Manager’s signing authority provided under the City’s
Purchasing Policy [Resolution No. 2019-021] for budget expenditures of $15,000 and
$5,000, respectively, or less.
Procurement Method (one must apply):
___ Bid ___ RFP ___ RFQ ___ 3 written informal bids
___ Sole Source ___ Select Source ___ Cooperative Procurement
Requesting department shall check and attach the items below as appropriate:
___ Agreement payment will be charged to Account No.: _____________________
___ Agreement term: Start Date ________________ End Date ________________
___ Amount of Agreement, Amendment, Change Order, etc.: $____________________
REMINDER: Signing authorities listed above are applicable on the aggregate Agreement amount,
not individual Amendments or Change Orders!
___ Insurance certificates as required by the Agreement for Risk Manager approval
Approved by: ______________________________ Date: _______________
___ Bonds (originals)as required by the Agreement (Performance, Payment, etc.)
___ Conflict of Interest Form 700 Statement of Economic Interests from Consultant(s)
NOTE: Review the “Form 700 Disclosure for Consultants” guidance to determine if a Form 700 is
required pursuant FPPC regulation 18701(2)
___ Business License No. __________________; Expires: __________________
___ Requisition for a Purchase Order has been prepared (Agreements over $5,000)
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Page 1 of 2
VOLUNTEER ORGANIZATION
SERVICE AGREEMENT
Our organization, ____________________________, will provide volunteers to
perform only the services as outlined in the attached scope of work for the City of
La Quinta ("City"). We understand that we will not be compensated for our work and
we will complete our organization volunteer duties in a responsible manner. If we
decide to discontinue our organization volunteer services, our contact person
_________________________________, will notify Caroline Doran, City designee.
We understand and agree that:
xNo one in the group is to appear for volunteer service under the influence
of any drugs or alcohol.
xxOur organization will provide the City with a roster of individual participants
including the names and hours worked.
xOur organization will report any injuries sustained by participants during
their volunteer activities to Caroline Doran, City designee immediately upon
occurrence.
xOur organization is responsible for directly supervising the activities of all the
individuals in our group who will be doing volunteer work, and therefore, in
consideration of our organization and members being permitted to perform
services on City property, our organization agrees to defend, indemnify, and
hold harmless the City and its officials, employees, and agents from any
damage claim or lawsuit for injury, illness, (including exposure to
communicable diseases, illnesses, or viruses), damage or other loss of any
kind to anyone including members of our organization that might arise out of
our activities or the actions of any individuals of our group, except for injuries
or damages caused by the sole negligence of the City.
xOur organization has commercial general liability insurance of at least $1M
per occurrence / $2M general aggregate to cover our activities. A copy of the
certificate of insurance, the additional insured endorsement, naming the City
as an “additional insured,” and a Primary and Non-Contributory endorsement
is attached.
xThe City may terminate this agreement at any time without cause, and we
agree that we are volunteering our services at will and may be asked to
discontinue such without prior notice or reason.
This agreement will be in effect for the duration of our volunteer services or one year,
whichever is less, beginning on this date.
Dated this ___________ day of _______________, 20___.
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Page 2 of 2
CITY OF LA QUINTA,
a California Municipal Corporation Name of Organization
____________________________
CHRISTINA CALDERON,
Community Resources Manager
City of La Quinta, California
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ATTEST:
MONIKA RADEVA, City Clerk
La Quinta, California
APPROVED AS TO FORM:
Authorized Signature on behalf of
Organization
Printed Name
Title
Address
__________________________ ____________________________
WILLIAM IHRKE, City Attorney Email Address
City of La Quinta, California
____________________________
Phone Number
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WILLIAM IHRKE City Attorney
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SCOPE OF WORK
Coachella Valley Tax Services CVCTS will be offering FREE “curb side” tax
services to the community.
Service 1: In person preparation:
Federal Tax Returns and only California State Tax Returns will be processed by a
certified preparer using an IRS approved software. A completed tax return would be
printed for client.
Date/Time services: Fridays, February 12 through April 9, 2021
from 10:00 a.m. – 2:00p.m. 3 appointments per hour, approx. Three volunteers and
1 staff. Appointments are made by calling the center at 760.564.0096.
The Wellness Center North Patio area outside or the Art & Leisure Room indoors will
be used for trained volunteers to process communities tax returns.
Service 2: In person assistance to assist with virtual process:
CVCTS scans client’s documents and would then upload to a secure IRS approved
platform. Federal Tax Returns and only California State Tax Returns will be completed
virtually. A completed tax return would be printed or provided electronically through
DocuSign, for the client.
Date/Time of services: Mondays, February 1 through April 5, 2021
10:00 a.m.-1:00 p.m. 1 appointment every 20 minutes. Scanning documents and
processing documents for those clients
Safety measures: When visiting the Wellness Center for any purpose everyone is
required to comply with COVID-19 safety protocols; face coverings are always
mandatory while visiting the Wellness Center and social distancing of at least 6 feet
apart will be maintained.
Please note if visitors choose not to follow the safety protocol, visitors will be asked
to leave the Wellness Center.