2026 AARP (American Org of Retired Persons) Volunteer Org - Free Tax ServicesMEMORANDUM
CALIFORNIA -
DATE: 1 /28/2026------------
TO: Monika Radeva, City Clerk
FROM: Caroline Doran, Senior Community Services Specialist
RE: AARP - Volunteer Organization 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 a
❑ Bid ❑ RFP ❑ RFQ ❑ 3 written informal bids
FSole 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 2/3/2026
❑✓ Amount of Agreement, Amendment, Change Order, etc.
End Date 4/14/2026
$ _0
REMINDER: Signing authorities listed above are applicable on the apprepate Agreement amount, not individual
Amendments or Change Orders!
Insurance certificates as required by the Agreement for Risk Manager approval
Approved by: Oscar Mojica Date: 2/6/2026
.❑
NOTE:
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. 770668 Expires: 11 /30/2026
Requisition for a Purchase Order has been prepared (Agreements over $5,000)
ta �a
CALMORNIA
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 $1 M 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.
Page 1 of 2
Dated this ' day of Cv1)()a 1A 20Z&
CITY OF LA QUINTA,
a California Municipal Corporation
y
a1.4:y) �
CHRISTINA CALDERON,
Community Services Deputy Director
City of La Quinta, California
Dated: 2/5/2026
ATTEST:
— I I r\ J A I
MONIKA RADIJVA, q Clerk
City of La Quinta, Califcknia
APPROVED AS TO FORM:
AARP
Name of Organization
ed
y C"n
Authorized Signature od dehalf of
Organization
Allan Hopp
Printed Name
District Coordinator
Title
73400 Puebla Drive, Thousand Palms, CA 92276
Address
77>SMAJ@outlook.com
WILLIAM IHRK , City Attorney ail Address
City of La Quinta, California (H)760-343-4845 (M)760)641-9419
Phone Number
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 Federal Tax Returns and only California State Tax Returns will be
reviewed and processed by a certified preparer using an Internal Revenue Service
approved software. A completed tax return would be printed and handed to the
client.
Date/Times:
Tuesdays, February - April 2026 (tbd depending on volunteer status) from
9:00am - 2:00pm. (February 24 - the Wellness Center is closed to public during
the La Quinta Art Celebration).
An AARP volunteer will review and collect tax documents to hand to the volunteer
tax preparers.
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)