HomeMy WebLinkAbout2026-27 Bilhartz Desert Insurance Agency - Health Ins InfoMEMORANDUM
DATE: 6/5/2026
TO: Christina Calderon, Community Services Deputy Director
FROM: Caroline Doran, Community Services SR Specialist
Cv �Cv
CALIFORNIA -
RE: Bilhartz Desert Insurance Agency, LLC. - Free Medical Health insurance information - Volunteer Agreement
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
7 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.:
0 Agreement term: Start Date April 15, 2026
FVIAmount of Agreement, Amendment, Change Order, etc.
End Date
$ -0-
April 15, 2027
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: Oscar Mojica (in-house) Date: 6/8/2026
❑
NOTE:
W]
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. 770941 Expires: 03/31 /2027
Requisition for a Purchase Order has been prepared (Agreements over $5,000)
VOLUNTEER ORGANIZATION
SERVICE AGREEMENT
Our organization, Bilhartz Desert Insurance Agency, LLC 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 Steve Padgham, 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.
Page 1 of 2
Dated this /S
CITY OF LA QUINTA,
a California Municipal Co
day of A i 1 , 20 �Z�O
on
CHRISTINA CALDERON,
Community Services Deputy Director
City of La Quinta, California
Dated: to L'�_0'�
ATTEST:
_�4t -
MONIKA RADEVA, Cikj Clerk
City of La Quinta, California
APPROVED AS TO FORM:
WILLIAM IHRKE, City Attorney
City of La Quinta, California
Bilhartz Desert Insurance Agency
Name of Organization
. 11 .
Authorized SigKatu bin behalf of
Organization V
Brian Bilhartz
Printed Name
/0 w Aar
Title GE-A4D FORD STD /o Z.
Palm Desert, CA 92211
Address
brian@bilhartzinsurance.com
Email Address
760-459-9617
Phone Number
Page 2 of 2
SCOPE OF WORK
Brian Bilhartz Insurance (Health Insurance Medicare Advantage Plans) will be offering
FREE information (Look Who's in the Lobby information table).
Date/Times:
Dates and times to be agreed to by the agent/s representing Bilhartz Desert
Insurance agency and a Wellness Center staff member.
Location
The Wellness Center lobby
Wellness Center Art & Leisure Room
(Wellness Center Staff will set up tables and tear down tables)
Health & Wellness Day / Wellness Day (2026 - 2027)