2022-23 AARP (American Org of Retired Persons) Volunteer Org - Free Tax ServicesMEMORANDUM
DATE: November 22, 2022
TO: Monika Radeva, City Clerk
FROM : Caroline Doran, Community Resources Specialist
RE: Volunteer Agreement with American Association of Retired Persons (AARP) to provide
FREE tax services at the La Quinta Wellness Center.
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 n RFQ [ 3 written informal bids
Sole Source ILi Select Source U Cooperative Procurement
Requesting department shall check and attach the items below as appropriate:
N/A
Agreement payment will be charged to Account No.:
Agreement term: Start Date 11-22-2022 End Date 11-22-2023
Amount of Agreement, Amendment, Change Order, etc.: $-0
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: Monika Radeva Date: 12/2/2022
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. 770668 Expires: 11/30/2023
Requisition for a Purchase Order has been prepared (Agreements over $5,000)
VOLUNTEER ORGANIZATION
SERVICE AGREEMENT
Our organization, American Association of Retired_ Persons AARP, 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
Allan Hopp will notify Caroline Doran, City designee.
We understand and agree that:
• No one in the group is to appear for volunteer service under the influence
of any drugs or alcohol.
• Our organization will provide the City with a roster of individual participants
including the names and hours worked.
• Our organization will report any injuries sustained by participants during
their volunteer activities to Caroline Doran, City designee immediately upon
occurrence.
• Our 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.
• Our 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.
• The 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
1e171- day of //ir�.4-hCIL ,20 2- 1.
Page 1 of 2
CITY OF LA QUINTA,
a California Municipal Corporation
CHRISTINA CALDERON,
Community Resources Manager
City of La Quinta, California
Dated: 12/6/2022
ATTEST:
MONIKA RADEVA, City Clerk
La Quinta, California
APPROVED AS TO FORM:
WILLIAM IHRKE, City Attorney
City of La Quinta, California
tad Qioia,
- CA1 u UURNl.1
American Association of Retired Persons
AARP
Name of Organization
Authorized Signature ❑ ehalf of
Organization
/1 t- I, a N
Printed Name
Title
/3`[ov
Address
/ /a-CWl 9 C4 g 22 7j
Email Address
Phone Number
Cm) 12 -i -9Yi9
Page 2 of 2
SCOPE OF WORK
American Association of Retired Persons AARP Foundation Tax -Aide will
offer FREE tax services to the community.
Service Offered: Client drop-off by appointment / pick up by appointment
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 and handed to the client.
Date/Times:
Tuesdays, February 7 - April 11, 2023; 9:OOam - 3:OOpm
Appointments hourly.
One AARP intake volunteer will be collecting tax documents.
Training: Tuesday, January 17 at 8am.
Location
Wellness Center Art & Leisure Room with four 6-foot tables, and 3 chairs.
(Wellness Center Staff will set up tables and tear down tables)
Safety Measures
When visiting the Wellness Center for any purpose everyone is required to comply
with a self -certification temperature check.
Please note if visitors choose not to follow the safety protocol, visitors will be asked
to leave the Wellness Center.