2024-25 AARP (American Org of Retired Persons) Volunteer Org - Free Tax ServicesMEMORANDUM
DATE: December 30, 2024
TO: Monika Radeva, City Clerk
FROM: Caroline Doran, Senior Community Services Specialist
a Qunfra
CALIFORNIA -
RE: American Association of Retired Persons (AARP) - Volunteer Agreement - FREE tax services
Please list the Contracting Party / Vendor Name, 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 & Contracting Policy
[Resolution No. 2023-008] for budget expenditures of $50,000 or less.
❑ City Manager's signing authority provided under the City's Personnel Policy Section 3.2 for
temporary employment positions.
❑✓ Department Director's or Manager's signing authority provided under the City's Purchasing Policy
[Resolution No. 2023-008] for budget expenditures of $15,000 and $5,000, respectively, or less.
Procurement Method (one must anal
❑ 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 December 20, 2024
❑✓ Amount of Agreement, Amendment, Change Order, etc
End Date
S -0-
December 20, 2024
REMINDER: Signing authorities listed above are applicable on the aggregate Agreement amount, not individual
Amendments or Change Orders!
NOTE:
Insurance certificates as required by the Agreement for Risk Manager approval
Approved by: Oscar Mojica Date: 12/30/2024
Bonds (originals) as required by the Agreement (Performance, Payment, etc.)
Conflict of Interest Form 700 Statement of Economic Interests from Consultant(s)
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)
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, 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 2,V ry day of '� -�M , 20
Page 1 of 2
CITY OF LA QUINTA,
a ornia Muni ' al Co poration
RISTINA CALDERON,
Community Services Deputy
Director City of La Quinta,
California
Dated: Z 0
ATTEST :
MONIKA R DEV , City Clerk
La Quinta, California
APPROVED AS TO FORM:
AARP
Name of Organization
Au horiz natur behalf of
9
Organization
Allan Hopp
District Coordinator
Title
73400 Puebla Drive
Thousand. Palms, CA 92276
Address
G(J� T' AJ outlook.com
WILLIAM IHRKE, City Attorney Email Address
City of La Quinta, California
(H)760-343-4845 (M)(760) 641-9419
Phone Number
Paqe 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 Federal Tax Returns and only California State Tax Returns will be
reviewed and 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 - April 202S (tbd depending on volunteer status) from
9:00am - 2:00pm. (February 25 - closed to public La Quinta Art Celebration).
An AARP intake volunteer will review collecting tax documents.
Training: Tuesday in January (date to be decided between AARP representative and
Wellness Center team.
Location
Wellness Center Art & Leisure Room with four 6-foot tables, one round table, and
square table, and chairs will be provided.
(Wellness Center Staff will set up tables and tear down tables)