HomeMy WebLinkAboutCity Council Committees - Operations Committee - 04/17/2018
Unless otherwise noted, the Operations Committee meets at 4 p.m. on the first and third
Tuesday of each month in Kent City Hall, Council Chambers East, 220 Fourth Ave S, Kent, WA
98032.
For additional information please contact Bonnie Peterson at 253-856-5705, or via email at
BPeterson@KentWA.gov.
Any person requiring a disability accommodation should contact the City Clerk’s
Office at 253-856-5725 in advance. For TDD relay service call Washington
Telecommunications Relay Service at 1-800-833-6388.
Operations Committee Agenda
Councilmembers: Bill Boyce – Dennis Higgins – Les Thomas, Chair
April 17, 2018
4 p.m.
Item Description Action Speaker Time
1. Call to order Chair Thomas 1
2. Roll Call Chair Thomas 1
3. Changes to the Agenda Chair Thomas 1
4. Approval of the April 3, 2018 Minutes YES Chair Thomas 1
5. Approval of Check Summary Report
dated 03/16/18 – 03/31/18
YES Aaron BeMiller 5
6. 1st Quarter Procurement Report –
Information Only
NO Derek Matheson 5
7. Hyas Group – Investment Consultant
Services Agreement
YES Marty Fisher 5
8. Adjournment YES Chair Thomas 1
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Operations Committee
Minutes
Page 1 of 2
Approval Pending
Date: April 03, 2018
Time: 4:00 p.m.
Place: Chambers East
Agenda:
1. Call to Order
Chair Thomas called the meeting to order at 4:00pm.
2. Roll Call.
All committee members present
3. Changes to the Agenda.
No Finance Director’s report.
4. Approval of Check Summary Reports dated 3/1/18 thru 3/15/18.
D. Higgins moved to approve the check summary report dated 3/1/18 thru
3/15/18 B. Boyce seconded the motion, which passed 3-0.
5. Approval of Meeting Minutes dated March 20, 2018.
B. Boyce moved to approve the Operations Committee meeting minutes dated
March 20, 2018. D. Higgins seconded the motion, which passed 3-0.
6. Document Routing System: Information Technology Consultant
Services, Robert Half International – Recommended
Information and Technology Director Mike Carrington reported that his staff
is working with departments, following lead of the City Clerk’s office, to
replace the scanning and image system Oracle Captivation. This system will
be replaced by the Laserfiche document system. The new system
leverages these artifacts and provides for the ability to create everything
from electronic approval to digital signatures and automated alerts. The
business analysis services that are currently in progress are for Personnel
Change Request Process Mapping, Payroll, Multimedia Ticketing System and
Employee Lifecycle workflow automation. $110,000 is targeted for business
analysis services with Robert Half.
L.Thomas asked about the difference between the two contracts being
presented tonight. Carrington explained that both contracts are extensions and
will be vital in the implementation process and will focus on the workflow
automation process. The Laserfiche System will be replacing the Oracle
Captivation system and all the data will be extracted out of Oracle and
Operations Committee
Minutes
Page 2 of 2
transferred into the Laserfiche System. D. Higgins clarified that both contracts
are for the implementation process and were already approved in the 2017-
2018 budget process.
D. Higgins recommend council authorize the Mayor to approve a
Consultant Services Agreement with Robert Half International to
provide business analysis services necessary to assist the City’s
Information Technology Department with active projects, in a total
amount not to exceed $110,000, subject to final terms and conditions
acceptable to the Information Technology Director, and the City
Attorney. B. Boyce seconded the motion, which passed 3-0
7. Document Routing system: Information Technology Consultant
Services, Prime Team Partners- Recommended
B. Boyce recommend council authorize the Mayor to approve an
extension of the City’s contract with Prime Team Partners to provide
business analysis services necessary to assist the City’s Information
Technology Department with active projects through December 31,
2018, for an additional sum not to exceed $190,000, subject to final
terms and conditions acceptable to the Information Technology
Director, and the City Attorney. D. Higgins seconded the motion,
which passed 3-0.
8. Adjournment.
The meeting was adjourned at 4:10 by L. Thomas
Bonnie Peterson, Secretary
FINANCE DEPARTMENT
Aaron BeMiller, Director
Phone: 253-856-5260
Fax: 253-856-6255
220 Fourth Avenue S.
Kent, WA. 98032-5895
DATE: April 17, 2018
SUBJECT: Approval of Check Summary Report dated 3/16/18-3/31/18
MOTION: Move to approve the check summary report dated 3/16/18 – 3/31/18.
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OFFICE OF THE MAYOR
Derek Matheson, Chief Administrative Officer
Phone: 253-856-5700
Fax: 253-856-6700
220 Fourth Avenue South
Kent, WA. 98032
DATE: April 17, 2018
TO: Operations Committee
FROM: Derek Matheson, CAO
SUBJECT: 1st Quarter Procurement Report – Information Only
SUMMARY: The city council adopted a new procurement policy in 2015 that requires
staff to provide a quarterly report to council on new procurements over specified
dollar amounts and not previously approved by the city council, specifically all
contracts/agreements over $25,000 and all leases/agreements that convey an
interest in real property. The attached report is for the first quarter of 2018.
EXHIBITS: Report is attached
BUDGET IMPACT: N/A
MOTION: Informational only.
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CONTRACTS GREATER THAN $25,000 NOT APPROVED BY COUNCIL
QTR CONTRACT NO.CONTRACTOR'S NAME PROJECT NAME TERM
CONTRACT
AMOUNT
APPROVAL
AUTHORITY DEPARTMENT
Q1 PW18-011 Cascade Columbia Distribution Co.2018 Water Treatment Chemical Supply 1/11/2018-12/31/2018 $32,253.00 Mayor Public Works
Q1 FI18-013 MailFinance, Inc./Neppost Mail Machine Lease 1/12/2018-5/14/2019 $42,144.60 Mayor Finance
Q1 PK18-017 Highline School District No. 401 2018 Camp Waskowitz 7/30/2018-8/3/2018 $40,960.00 Mayor Parks
Q1 EC18-020 Green River Community College Assist Residents with Small Business 1/23/2018-12/31/2018 $32,000.00 Mayor
Economic and
Community
Development
Q1 FI18-028 Dunbar Armored, Inc.Armored Car Service Contract 2/1/2018-1/31/2019 $30,000.00 Mayor Finance
Q1 EC18-029 Dusek, Theresa R. Environmental Consulting 1/29/2018-12/31/2018 $65,000.00 Mayor
Economic and
Community
Development
Q1 PW18-036 A Plus Demolition & Excavation, Inc.2018 Recycling Events 2/6/2018-12/31/2018 $48,000.00 Mayor Public Works
Q1 PW18-037 Aspect Consulting, LLC Landsburg Mine 2/6/2018-12/31/2019 $30,000.00 Mayor Public Works
Q1 EC18-038 Raedeke Associates, Inc.
Development Engineering Environmental
Consulting 2/6/2018-12/31/2018 $65,000.00 Mayor
Economic and
Community
Development
Q1 PW18-043 GC Systems Inc
Water Department Valve Rebuild - 24
Valves 2/5/2018-12/31/2018 $29,447.00 Mayor Public Works
Q1 EC18-086 KPG PS Meet Me on Meeker Design Concept 2/27/2018-8/27/2018 $43,921.65 Mayor
Economic and
Community
Development
Q1 PW18-088 KBA Inc
Development Services Construction
Representative 3/6/2018-5/4/2018 $48,175.00 Mayor Public Works
Q1 PW18-089 Applied Professional Services Inc
Lake Meridian Estates Drainage
Improvements 3/6/2018-12/31/2018 $26,930.00 Mayor Public Works
Q1 IT18-100 Portland Precision Instrument (PPI)
Electronic Plan Review System Solution for
ECD Department 3/6/2018-3/5/2019 $34,612.00 Mayor IT
Q1 PK18-110
United States Specialty Sports
Association Adult Slow-Pitch Softball Umpiring 3/26/2018-9/30/2018 $40,000.00 Mayor Parks
Q1 PW18-130 Shannon & Wilson, Inc.
Mill Creek Reestablishment - Wetland
Delineation Support 3/30/2018-12/31/2019 $29,575.00 Mayor Public Works
Q1 PD18-131 Dick's Restaurant Supply of WA Inc PD Evidence - New Walk-in Freezer 4/2/2018-6/1/2018 $27,810.20 Mayor Police
Q1 IT18-138 Granicus LLC Ealerts System Solution 3/6/2018-3/5/2019 $26,565.00 Mayor IT
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HUMAN RESOURCES DEPARTMENT
Marty Fisher, Director
Fax: 253 856-6270
OFFICE: 253 856-5285
400 West Gowe Street
Kent, WA 98032
DATE: April 17, 2018
TO: Operations Committee
FROM: Laura Horea, Benefits Manager
Marty Fisher, Human Resources Director
SUBJECT: Hyas Group – Investment Consultant Services Agreement
SUMMARY: The City of Kent contracts with Hyas Group to provide investment
consulting services and oversight of the 457 deferred compensation plan investment
accounts. Hyas Group also assumes co-fiduciary responsibility with the City and
agrees to monitor and analyze the performance of plan investment options.
After reviewing Hyas Group’s past performance, the Deferred Compensation Plan
Committee is recommending renewing the contract with the Hyas Group for a three-
year period. This agreement will also include work to issue a Request for Proposal
and lead a selection process to hire a third-party administrator for the City’s deferred
compensation plan.
BACKGROUND: The 457 deferred compensation plan has 760 participants (active
and separated employees) with approximately $68 million in assets. Having an
investment consulting service provides the City the expertise necessary to negotiate
reduced administrative fees, best of class investment options, and improved service
levels with our deferred compensation third party plan administrator.
EXHIBITS: Hyas Group – Consultant Services Agreement
BUDGET IMPACT: $124,000 – a three (3)-year contract and
$40,000 to complete the 457 Plan Administrator Request
for Proposal Project
STRATEGIC PLAN GOAL(S):
☒ Sustainable Funding - Maximizing long-term financial success through responsible fiscal oversight, economic growth, and
community partnerships.
☐ Inclusive Community - Embracing the power of our diversity by encouraging community participation and creating a strong
sense of belonging.
MOTION: Recommend Council authorize the Mayor to approve renewal of the
City’s agreement with the Hyas Group which will provide Investment Consulting
Services for the 457 Deferred Compensation Plan for three years, subject to
approval of final terms and conditions by the Human Resources Director and the
City Attorney.
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CONSULTANT SERVICES AGREEMENT - 1
(Over $10,000)
CONSULTANT SERVICES AGREEMENT
between the City of Kent
and
Hyas Group, LLC
THIS AGREEMENT is made between the City of Kent, a Washington municipal
corporation (hereinafter the "City"), and Hyas Group, LLC organized under the laws of the
State of Oregon, located and doing business at 108 NW 9th Avenue, Suite 203, Portland,
Oregon (hereinafter the "Consultant").
I. DESCRIPTION OF WORK.
Consultant shall perform the following services for the City in accordance with the
following described plans and/or specifications:
• Investment Performance Monitoring: Consultant will conduct quarterly
performance reviews for the City of Kent 457 Deferred Compensation Plan
• Investment Manager and Plan Administration Provider monitoring and due
diligence: Consultant will monitor key staffing changes, regulatory and legal
issues, the organizational stability and the financial positions of the firms
providing investment management and plan administration services to the
457 Plan.
• Investment Manager Search and Selection: Consultant will perform searches
for investment managers to supplement or replace existing Plan investment
managers as directed by the Committee.
• Investment Policy Statement: Consultant will review and assist with
maintaining the Plan’s Investment Policy Statement.
• Education/Communication and Training: Consultant will provide
comprehensive guidance to the Committee and Plan Administrator to assist
their administration of the Plan.
• Co-Fiduciary Role: Consultant agrees to serve as a co-fiduciary to the City's
457 Deferred Compensation Plan
• Ongoing support and response to informational requests assigned by the
City.
• Request for Proposal Project: RFP for third party administration services to
begin 2Q 2018 and conclude 1Q 2019 (See Attachment A for Scope of
Services).
CONSULTANT SERVICES AGREEMENT - 2
(Over $10,000)
Consultant further represents that the services furnished under this Agreement will be
performed in accordance with generally accepted professional practices within the Puget Sound
region in effect at the time those services are performed.
II. TIME OF COMPLETION. The parties agree that work will begin on the
tasks described in Section I above immediately upon the effective date of this Agreement.
The term of this Agreement shall continue through June 30, 2021.
III. COMPENSATION.
A. The City shall pay the Consultant a total contract amount of $164,000 for all
services provided under this Agreement, including the Consultant’s work to assist
the City with a Request for Proposal. Of this amount, $124,000 will be paid
through quarterly payments remitted on the schedule provided below, with the
first quarterly payment covering the time period of July 1, 2018, through
September 30, 2018:
Term Annual Fee Calendar Quarter
Invoice
July 1, 2018 – June 30,
2019
$40,000 $10,000
July 1, 2019 – June 30,
2020
$42,000 $10,500
July 1, 2020 – June 30,
2021
$42,000 $10,500
The remaining $40,000 is for Consultant’s work to issue a Request for Proposal
and lead a selection process to hire a third-party administrator for the City’s
deferred compensation (457) program. This amount will be paid to Consultant
through quarterly payments of $10,000 per quarter, commencing at the start of
the second quarter of 2018, and concluding at the end of the first quarter of
2019.
B. The contract amount provided for in Section III(A) is the maximum amount to
be paid under this Agreement for the work described in Section I above, and shall
not be exceeded without the prior written authorization of the City in the form
of a negotiated and executed amendment to this agreement. The Consultant
agrees that the hourly or flat rate charged by it for its services contracted for
herein shall remain locked at the negotiated rate(s) for a period of one (1) year
from the effective date of this Agreement. The Consultant’s billing rates shall be
as delineated as noted in the above chart.
C. The Consultant shall submit quarterly payment invoices to the City for work
performed, and a final bill upon completion of all services described in this
Agreement. The City shall provide payment within forty-five (45) days of receipt
of an invoice. If the City objects to all or any portion of an invoice, it shall notify
the Consultant and reserves the option to only pay that portion of the invoice not
in dispute. In that event, the parties will immediately make every effort to settle
the disputed portion.
CONSULTANT SERVICES AGREEMENT - 3
(Over $10,000)
IV. INDEPENDENT CONTRACTOR. The parties intend that an Independent
Consultant-Employer Relationship will be created by this Agreement. By their execution of this
Agreement, and in accordance with Ch. 51.08 RCW, the parties make the following
representations:
A. The Consultant has the ability to control and direct the performance
and details of its work, the City being interested only in the results
obtained under this Agreement.
B. The Consultant maintains and pays for its own place of business from
which Consultant’s services under this Agreement will be performed.
C. The Consultant has an established and independent business that is
eligible for a business deduction for federal income tax purposes that
existed before the City retained Consultant’s services, or the Consultant is
engaged in an independently established trade, occupation, profession, or
business of the same nature as that involved under this Agreement.
D. The Consultant is responsible for filing as they become due all necessary
tax documents with appropriate federal and state agencies, including the
Internal Revenue Service and the state Department of Revenue.
E. The Consultant has registered its business and established an account
with the state Department of Revenue and other state agencies as may be
required by Consultant’s business, and has obtained a Unified Business
Identifier (UBI) number from the State of Washington.
F. The Consultant maintains a set of books dedicated to the expenses
and earnings of its business.
V. TERMINATION. Either party may terminate this Agreement, with or without
cause, upon providing the other party thirty (30) days written notice at its address set forth
on the signature block of this Agreement. After termination, the City may take possession
of all records and data within the Consultant’s possession pertaining to this project, which
may be used by the City without restriction. If the City’s use of Consultant’s records or
data is not related to this project, it shall be without liability or legal exposure to the
Consultant.
VI. DISCRIMINATION. In the hiring of employees for the performance of work
under this Agreement or any subcontract, the Consultant, its subcontractors, or any person
acting on behalf of the Consultant or subcontractor shall not, by reason of race, religion, color,
sex, age, sexual orientation, national origin, or the presence of any sensory, mental, or
physical disability, discriminate against any person who is qualified and available to perform
the work to which the employment relates. Consultant shall execute the attached City of Kent
Equal Employment Opportunity Policy Declaration, Comply with City Administrative Policy 1.2,
and upon completion of the contract work, file the attached Compliance Statement.
VII. INDEMNIFICATION. Consultant shall defend, indemnify and hold the City, its
officers, officials, employees, agents and volunteers harmless from any and all claims, injuries,
damages, losses or suits, including all legal costs and attorney fees, arising out of or
in connection with the Consultant's performance of this Agreement, except for that portion of
the injuries and damages caused by the City's negligence.
CONSULTANT SERVICES AGREEMENT - 4
(Over $10,000)
The City's inspection or acceptance of any of Consultant's work when completed shall
not be grounds to avoid any of these covenants of indemnification.
Should a court of competent jurisdiction determine that this Agreement is subject to RCW
4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or
damages to property caused by or resulting from the concurrent negligence of the
Consultant and the City, its officers, officials, employees, agents and volunteers, the
Consultant's liability hereunder shall be only to the extent of the Consultant's negligence.
IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE
INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER OF
IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY FOR THE PURPOSES OF
THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY
NEGOTIATED THIS WAIVER.
In the event Consultant refuses tender of defense in any suit or any claim, if that tender
was made pursuant to this indemnification clause, and if that refusal is subsequently
determined by a court having jurisdiction (or other agreed tribunal) to have been a wrongful
refusal on the Consultant’s part, then Consultant shall pay all the City’s costs for defense,
including all reasonable expert witness fees and reasonable attorneys’ fees, plus the City’s
legal costs and fees incurred because there was a wrongful refusal on the Consultant’s part.
The provisions of this section shall survive the expiration or termination of this
Agreement.
VIII. INSURANCE. The Consultant shall procure and maintain for the duration of
the Agreement, insurance of the types and in the amounts described in Attachment A attached
and incorporated by this reference.
IX. EXCHANGE OF INFORMATION. The City will provide its best efforts to provide
reasonable accuracy of any information supplied by it to Consultant for the purpose of
completion of the work under this Agreement.
X. OWNERSHIP AND USE OF RECORDS AND DOCUMENTS. Original
documents, drawings, designs, reports, or any other records developed or created under
this Agreement shall belong to and become the property of the City. All records submitted
by the City to the Consultant will be safeguarded by the Consultant. Consultant shall make
such data, documents, and files available to the City upon the City’s request. The City’s
use or reuse of any of the documents, data and files created by Consultant for this project
by anyone other than Consultant on any other project shall be without liability or legal exposure
to Consultant.
XI. CITY'S RIGHT OF INSPECTION. Even though Consultant is an independent
contractor with the authority to control and direct the performance and details of the work
authorized under this Agreement, the work must meet the approval of the City and shall be
subject to the City's general right of inspection to secure satisfactory completion.
XII. WORK PERFORMED AT CONSULTANT'S RISK. Consultant shall take all
necessary precautions and shall be responsible for the safety of its employees, agents, and
subcontractors in the performance of the contract work and shall utilize all protection
necessary for that purpose. All work shall be done at Consultant's own risk, and Consultant
shall be responsible for any loss of or damage to materials, tools, or other articles used or held
for use in connection with the work.
CONSULTANT SERVICES AGREEMENT - 5
(Over $10,000)
XIII. MISCELLANEOUS PROVISIONS.
A. Recyclable Materials. Pursuant to Chapter 3.80 of the Kent City Code, the City
requires its contractors and consultants to use recycled and recyclable products whenever
practicable. A price preference may be available for any designated recycled product.
B. Non-Waiver of Breach. The failure of the City to insist upon strict performance
of any of the covenants and agreements contained in this Agreement, or to exercise any option
conferred by this Agreement in one or more instances shall not be construed to be a waiver
or relinquishment of those covenants, agreements or options, and the same shall be and
remain in full force and effect.
C. Resolution of Disputes and Governing Law. This Agreement shall be governed
by and construed in accordance with the laws of the State of Washington. If the parties are
unable to settle any dispute, difference or claim arising from the parties’ performance of this
Agreement, the exclusive means of resolving that dispute, difference or claim, shall only be by
filing suit exclusively under the venue, rules and jurisdiction of the King County Superior Court,
King County, Washington, unless the parties agree in writing to an alternative dispute
resolution process. In any claim or lawsuit for damages arising from the parties' performance
of this Agreement, each party shall pay all its legal costs and attorney's fees incurred in
defending or bringing such claim or lawsuit, including all appeals, in addition to any other
recovery or award provided by law; provided, however, nothing in this paragraph shall be
construed to limit the City's right to indemnification under Section VII of this Agreement.
D. Written Notice. All communications regarding this Agreement shall be sent to
the parties at the addresses listed on the signature page of the Agreement, unless notified to
the contrary. Any written notice hereunder shall become effective three (3) business days
after the date of mailing by registered or certified mail, and shall be deemed sufficiently
given if sent to the addressee at the address stated in this Agreement or such other
address as may be hereafter specified in writing.
E. Assignment. Any assignment of this Agreement by either party without the written
consent of the non-assigning party shall be void. If the non-assigning party gives its consent
to any assignment, the terms of this Agreement shall continue in full force and effect
and no further assignment shall be made without additional written consent.
F. Modification. No waiver, alteration, or modification of any of the provisions of
this Agreement shall be binding unless in writing and signed by a duly authorized
representative of the City and Consultant.
G. Entire Agreement. The written provisions and terms of this Agreement, together
with any Exhibits attached hereto, shall supersede all prior verbal statements of any officer or
other representative of the City, and such statements shall not be effective or be construed
as entering into or forming a part of or altering in any manner this Agreement. All of the
above documents are hereby made a part of this Agreement. However, should any language
in any of the Exhibits to this Agreement conflict with any language contained in this Agreement,
the terms of this Agreement shall prevail.
H. Compliance with Laws. The Consultant agrees to comply with all federal, state,
and municipal laws, rules, and regulations that are now effective or in the future become
applicable to Consultant's business, equipment, and personnel engaged in operations covered
by this Agreement or accruing out of the performance of those operations.
CONSULTANT SERVICES AGREEMENT - 6
(Over $10,000)
I. Counterparts. This Agreement may be executed in any number of counterparts,
each of which shall constitute an original, and all of which will together constitute this one
Agreement.
J. Amendment. Attached and incorporated as Attachment B are additional terms
required by the Securities and Exchange Commission for consulting services, which are
attached and incorporated by this reference.
IN WITNESS, the parties below execute this Agreement, which shall
become effective on the last date entered below.
CONSULTANT:
By:
(signature)
Print Name: Dale Parker
Its Managing Partner, COO
(title)
DATE:
CITY OF KENT:
By:
(signature)
Print Name: Dana Ralph
Its Mayor
DATE:
CONSULTANT SERVICES AGREEMENT - 7
(Over $10,000)
NOTICES TO BE SENT TO:
CONSULTANT:
Gregory T. Settle
Senior Consultant
Hyas Group
108 NW 9th Avenue, Suite 203
Portland, OR 97209
(360)480-6501 (telephone)
(971) 275-1856 (facsimile)
gsettle@hyasgroup.com
CITY OF KENT:
Laura Horea
Human Resources Manager
City of Kent
400 West Gowe Street
Kent, WA 98032
(253) 856-5290 (telephone)
(253) 856-6270 (facsimile)
lhorea@KentWA.gov
APPROVED AS TO FORM:
Kent Law Department
[In this field, you may enter the electronic filepath where the contract has been saved]
EEO COMPLIANCE DOCUMENTS - 1
DECLARATION
CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY POLICY
The City of Kent is committed to conform to Federal and State laws regarding equal opportunity.
As such all contractors, subcontractors and suppliers who perform work with relation to this
Agreement shall comply with the regulations of the City’s equal employment opportunity
policies.
The following questions specifically identify the requirements the City deems necessary for any
contractor, subcontractor or supplier on this specific Agreement to adhere to. An affirmative
response is required on all of the following questions for this Agreement to be valid and binding.
If any contractor, subcontractor or supplier willfully misrepresents themselves with regard to the
directives outlines, it will be considered a breach of contract and it will be at the City’s sole
determination regarding suspension or termination for all or part of the Agreement;
The questions are as follows:
1. I have read the attached City of Kent administrative policy number 1.2.
2. During the time of this Agreement I will not discriminate in employment on the basis of
sex, race, color, national origin, age, or the presence of all sensory, mental or physical
disability.
3. During the time of this Agreement the prime contractor will provide a written statement to
all new employees and subcontractors indicating commitment as an equal opportunity
employer.
4. During the time of the Agreement I, the prime contractor, will actively consider hiring and
promotion of women and minorities.
5. Before acceptance of this Agreement, an adherence statement will be signed by me, the
Prime Consultant, that the Prime Consultant complied with the requirements as set forth
above.
By signing below, I agree to fulfill the five requirements referenced above.
Dated this day of , 2018 .
By: Dale Parker
For: Hyas Group, LLC
Title: Managing Partner, COO
Date:
EEO COMPLIANCE DOCUMENTS - 2
CITY OF KENT
ADMINISTRATIVE POLICY
NUMBER: 1.2 EFFECTIVE DATE: January 1, 1998
SUBJECT:
MINORITY AND WOMEN
SUPERSEDES: April 1, 1996
POLICY:
CONTRACTORS APPROVED BY Jim White, Mayor
Equal employment opportunity requirements for the City of Kent will conform to federal and
state laws. All contractors, subcontractors, consultants and suppliers of the City must guarantee
equal employment opportunity within their organization and, if holding Agreements with the City
amounting to $10,000 or more within any given year, must take the following affirmative steps:
1. Provide a written statement to all new employees and subcontractors indicating
commitment as an equal opportunity employer.
2. Actively consider for promotion and advancement available minorities and women.
Any contractor, subcontractor, consultant or supplier who willfully disregards the City’s
nondiscrimination and equal opportunity requirements shall be considered in breach of contract
and subject to suspension or termination for all or part of the Agreement.
Contract Compliance Officers will be appointed by the Directors of Planning, Parks, and Public
Works Departments to assume the following duties for their respective departments.
1. Ensuring that contractors, subcontractors, consultants, and suppliers subject to these
regulations are familiar with the regulations and the City’s equal employment opportunity
policy.
2. Monitoring to assure adherence to federal, state and local laws, policies and guidelines.
EEO COMPLIANCE DOCUMENTS - 3
CITY OF KENT
EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE STATEMENT
This form shall be filled out AFTER COMPLETION of this project by the Consultant awarded the
Agreement.
I, the undersigned, a duly represented agent of Company,
hereby acknowledge and declare that the before-mentioned company was the prime contractor for
the Agreement known as Consulting Services for the 457 Deferred Compensation Plan that was
entered into on the May 28, 2015 (date), between the firm I represent and the City of
Kent.
I declare that I complied fully with all of the requirements and obligations as outlined in the City
of Kent Administrative Policy 1.2 and the Declaration City of Kent Equal Employment Opportunity
Policy that was part of the before-mentioned Agreement.
Dated this day of , 2018 .
By: Dale Parker
For: Hyas Group, LLC
Title: Managing Partner, COO
Date:
ATTACHMENT B
AMENDMENT TO ORIGINAL CONSULTING SERVICES AGREEMENT
City of Kent and Hyas Group, LLC
ADDITIONAL TERMS:
Fiduciary Responsibility. Consultant acknowledges and agrees that in providing services described in the Scope of
Work, it is acting as an investment advisor fiduciary as defined in ERISA § 3(21) in rendering investment advice to
the Client based on the particular needs of the Client as stated herein.
Proxy Voting. We do not exercise proxy voting authority over client securities. The obligation to vote client proxies
at all time rests with you. However, you are not precluded from contacting us for advice or information about a
particular proxy vote. However, we will not be deemed to have proxy voting authority as a result of providing such
advice to you.
Should we inadvertently receive proxy information for a security held in the Plan's account, we will immediately
forward such information to you, but we will not take any further action with respect to the voting of such proxy.
Upon termination of this Agreement, we will make a good faith and reasonable attempt to forward proxy
information inadvertently received by us on your behalf to the forwarding address you provide to us.
Risk. You recognize that there may be loss or depreciation of the value of any investment due to the fluctuation of
market values. You represent that no party to this Agreement has made any guarantee, either oral or written, that the
Plan's investment objectives will be achieved. We will not be liable for any error in judgment and/or for any
investment losses in the absence of malfeasance, negligence or violation of applicable law. Nothing in this
Agreement will constitute a waiver or limitation of any rights, which you may have under applicable state or federal
law, including without limitation state and federal securities laws.
8.6 Acknowledgement of Receipt of Part 2 Form ADV. Client acknowledges that it has received and has had an
opportunity to read Consultant's firm brochure (Form ADV, Part 2A) and applicable brochure supplements (Form
ADV, Part 2B) prior to, or at the time of, entering into this Agreement.
8.7 Acknowledgement of Receipt of Privacy Notice. Client acknowledges that it has received and has had an
opportunity to read Consultant's privacy notice prior to, or at the time of, entering into this Agreement.
City of Kent Hyas Group, LLC
Signature:
Signature:
Name: Dana Ralph Name: Dale Parker
Title: Mayor Title: Managing Partner, COO
Date: Date: 5/28/15
Phone: 253.856.5720 Phone: (971) 634-1502
Mobile: Mobile: (503) 869-6081
Fax: Fax: (971) 275-1856
Email: dralph@kentwa.gov Email: dparker@hyasgroup.com
Mailing Address:
City of Kent
220 4th Ave S
Kent, WA 98032
Mailing Address:
Hyas Group, LLC
108 NW 9th Avenue, Suite #203
Portland, OR 97209
ATTACHMENT A
CITY OF KENT, WASHINGTON DEFERRED COMPENSATION PLAN
Third Party Administrator (TPA) Request for Proposal (RFP) Project Scope of Work
Initial planning and coordination
Discuss and finalize goals and objectives and establish formal timeline
Identify roles and responsibilities
Committee training, education and orientation
Provide training on modern defined contribution plan design, features and services
Benchmark current Plan to “State of the Art” in DC industry
Lead RFP goal and design discussion with Committee
Data gathering and RFP document issuance
Collect data and distill important information for the compilation of the RFP
Create draft of RFP encompassing data and goals and objectives
Discuss and finalize RFP document
Release RFP to TPA Industry
Respond to interested TPA questions and data requests
Collect and analyze RFP responses
Collect RFP response and related materials
Organize information and begin RFP analysis
Finalize RFP analysis report and send to client
Meet with Committee to review analysis, make recommendations and select finalists
Schedule interviews with finalist vendors if necessary
Provider interview sessions (if required)
Notify finalist vendors of interview requirements and evaluation criteria
Provide Committee with interview format and evaluation criteria
Facilitate interview session by tracking time and providing direction to all parties
Provide recommendations and post interview analysis
Assist in arriving at final TPA selection decision
Final negotiations and contract preparation
Contact selected TPA to finalize any interview and/or offer specifics
Draft and/or review proposed contract language
Work with TPA and City to finalized contract language
Prepare investment option evaluation and recommendation report, if needed
Meet with Committee to finalize the investment menu changes, if needed
Transition planning and assistance
Work with TPA and City to establish timeline and outline responsibilities
Coordinate communications between the City, the TPA and other service providers
Facilitate regular transition discussions
Review all participant communication materials
Evaluate investment mapping and investment related materials as needed
Monitor timeline and task completion
ATTACHMENT B
AMENDMENT TO ORIGINAL CONSULTING SERVICES AGREEMENT
City of Kent and Hyas Group, LLC
ADDITIONAL TERMS:
Fiduciary Responsibility. Consultant acknowledges and agrees that in providing services described in the Scope of
Work, it is acting as an investment advisor fiduciary as defined in ERISA § 3(21) in rendering investment advice to
the Client based on the particular needs of the Client as stated herein.
Proxy Voting. We do not exercise proxy voting authority over client securities. The obligation to vote client proxies
at all time rests with you. However, you are not precluded from contacting us for advice or information about a
particular proxy vote. However, we will not be deemed to have proxy voting authority as a result of providing such
advice to you.
Should we inadvertently receive proxy information for a security held in the Plan's account, we will immediately
forward such information to you, but we will not take any further action with respect to the voting of such proxy.
Upon termination of this Agreement, we will make a good faith and reasonable attempt to forward proxy
information inadvertently received by us on your behalf to the forwarding address you provide to us.
Risk. You recognize that there may be loss or depreciation of the value of any investment due to the fluctuation of
market values. You represent that no party to this Agreement has made any guarantee, either oral or written, that the
Plan's investment objectives will be achieved. We will not be liable for any error in judgment and/or for any
investment losses in the absence of malfeasance, negligence or violation of applicable law. Nothing in this
Agreement will constitute a waiver or limitation of any rights, which you may have under applicable state or federal
law, including without limitation state and federal securities laws.
8.6 Acknowledgement of Receipt of Part 2 Form ADV. Client acknowledges that it has received and has had an
opportunity to read Consultant's firm brochure (Form ADV, Part 2A) and applicable brochure supplements (Form
ADV, Part 2B) prior to, or at the time of, entering into this Agreement.
8.7 Acknowledgement of Receipt of Privacy Notice. Client acknowledges that it has received and has had an
opportunity to read Consultant's privacy notice prior to, or at the time of, entering into this Agreement.
City of Kent Hyas Group, LLC
Signature:
Signature:
Name: Dana Ralph Name: Dale Parker
Title: Mayor Title: Managing Partner, COO
Date: Date: 5/28/15
Phone: 253.856.5720 Phone: (971) 634-1502
Mobile: Mobile: (503) 869-6081
Fax: Fax: (971) 275-1856
Email: dralph@kentwa.gov Email: dparker@hyasgroup.com
Mailing Address:
City of Kent
220 4th Ave S
Kent, WA 98032
Mailing Address:
Hyas Group, LLC
108 NW 9th Avenue, Suite #203
Portland, OR 97209
ii
iii
Form ADV Part 2B,
Brochure Supplement
Hyas Group, LLC
108 NW 9th Avenue, Suite 203
Portland, OR 97209
971-634-1500
SEC File No. 801-69938
CRD Number 149122
March 24, 2017
This brochure provides information about the qualifications and business practices of Hyas Group LLC (“Hyas” or
“Adviser”.) If you have any questions about the contents of this brochure, please contact us at 971-634-1500 or
mruppelt@hyasgroup.com. The information in this brochure has not been approved or verified by the United States
Securities and Exchange Commission or by any state securities authority.
Hyas Group, LLC is a registered investment adviser. Registration of an Investment Adviser does not imply any level of
skill or training. The oral and written communications of an Adviser provide you with information about which you
determine to hire or retain an Adviser.
Additional information about Hyas Group is also available on the SEC’s website at www.adviserinfo.sec.gov.
1
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Jayson Allen Davidson
This Brochure Supplement provides information about Jayson Davidson that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michele Ruppelt, Chief Compliance
Officer, if you did not receive Hyas Group’s Brochure or if you have any questions about the contents of this
supplement.
Additional information about Jayson Davidson is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1973
Education after High School: Bachelor of Science, University of California at Berkeley, 1996
Business background:
2008 – present, Managing Partner and Director of Consulting Services at Hyas Group, LLC.
2002 – 2008, Senior Investment Consultant at Arnerich Massena & Associates.
1997 – 2002, Consultant at ICMA-RC
Professional Designations: Mr. Davidson has earned the right to use the Chartered Financial Analyst (CFA)
designation. Additionally, he is a member of the Charter Financial Analyst (CFA) Institute and the National
Association of Government Defined Contribution Administrators (NAGDCA).
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that
would be material to your evaluation of each supervised person providing investment advice. No information is
applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Davidson’s work, including investment advice and interaction with clients is monitored periodically by review of his
client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer, Michelle Ruppelt.
2
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Brian James Loescher
This Brochure Supplement provides information about Brian Loescher that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Brian Loescher is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1969
Education after High School: Bachelor of Science, Finance, University of Nebraska, 1993
Business background:
2009 – present, Managing Partner, CIO and Director of Research at Hyas Group, LLC.
1999 – 2009, Director of Research at Arnerich Massena & Associates.
1997 – 1999, Research Analyst at R.V. Kuhns & Associates
1995 – 1997, Performance Systems specialist, West One Trust Co.
Professional Designations: Mr. Loescher has earned the right to use the Chartered Financial Analyst (CFA)
designation and is a member of the Portland Society of Financial Analysts, Portland Alternative Investment
Association and the CFA Institute.
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Loescher’s work, including investment advice and interaction with clients is monitored periodically by review
of his client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer,
Michelle Ruppelt, and Director of Consulting Services, Jayson Davidson.
3
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Gregory Thomas Settle
This Brochure Supplement provides information about Greg Settle that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Greg Settle is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1957
Education after High School: Bachelor of Science, Portland State University, 1983
Business background:
2010 – present, Investment Consultant at Hyas Group, LLC.
2008 – 2010, Consultant at Aon Investment Consulting
2007 – 2007, Consultant at Northwest Capital Management
1992 – 2007, Consultant (1992-1996) and Vice President (1997-2007) at ICMA RC
1988 – 1992, Director, Deferred Compensation Plan Services, The New England Co.
1984 – 1988, Representative, The Holden Group/Security First Group
Professional Designations: Mr. Settle has passed the Chartered Financial Analyst (CFA) Exam 1 (of 3).
Additionally he is a member of National Association of Government Defined Contribution Administrators
(NAGDCA). He currently holds the Ser. 65 license and has passed the NASD Series 7, 63 and 28 exams,
though those designations were allowed to lapse when Mr. Settle entered the consulting industry in 2007.
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Settle’s work, including investment advice and interaction with clients is monitored periodically by review of
his client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer, Michelle
Ruppelt, and Director of Consulting Services, Jayson Davidson.
4
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Scott Allen Faris
This Brochure Supplement provides information about Scott Faris that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Scott Faris is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1953
Education after High School: Bachelor of Science, Montana State University, 1977
J.D., William Mitchell College of Law, 1988
Business background:
2011 – present, Investment Consultant at Hyas Group, LLC.
2008 – 2011, Consultant, Towers Watson Investment Services
2005 – 2008, Consultant, Principal, Northwest Capital Management
1997 – 2005, Consultant, Arnerich Massena & Associates
1990 – 1997, Associate, William M. Mercer
Professional Designations: Mr. Faris has earned the right to use the Chartered Financial Analyst (CFA)
designation. Additionally, he is a member of the Charter Financial Analyst (CFA) Institute and the National
Association of Government Defined Contribution Administrators (NAGDCA).
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Faris’ work, including investment advice and interaction with clients is monitored periodically by review of his
client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer, Michelle
Ruppelt, and Director of Consulting Services, Jayson Davidson.
5
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
P. Vincent Galindo
This Brochure Supplement provides information about Vincent Galindo that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Vincent Galindo is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1970
Education after High School: Bachelor of Arts, University of California at Berkeley, 1995
Business background:
2014 – present, Investment Consultant at Hyas Group, LLC.
2005 – 2014, Investment Consultant, Arnerich Massena & Associates
2004 – 2005, Education Consultant, Arnerich Massena & Associates
2003 – 2004, Investor Information Coordinator, Oregon Division of Finance & Corporate Securities
2001 – 2003, Financial Advisor, Waddell & Reed Inc.
1999 – 2001, Analyst, Thomas Weisel Partners
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Galindo’s work, including investment advice and interaction with clients is monitored periodically by review of
his client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer, Michelle
Ruppelt, and Director of Consulting Services, Jayson Davidson.
6
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Edward “Ned” Kenneth Taylor
This Brochure Supplement provides information about Ned Taylor that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Ned Taylor is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1975
Education after High School: Bachelor of Arts, Willamette University, Salem, Oregon, 1997
Business background:
2016 – present, Investment Consultant at Hyas Group, LLC.
2010 – 2016, Investment Consultant, Standard Retirement Services
2008 – 2016, Registered Investment Advisor, Stancorp Investment Advisers
2006 – 2016, Registered Representative, Stancorp Equities
2001 – 2005, Financial Advisor, Columbia Financial Center
1998 – 2001, Retirement Plan Consultant, Executive Financial Group
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Taylor’s work, including investment advice and interaction with clients is monitored periodically by review of
his client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer, Michelle
Ruppelt, and Director of Consulting Services, Jayson Davidson.
7
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Rasch Michael Cousineau
This Brochure Supplement provides information about Rasch Cousineau that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Rasch Cousineau is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1972
Education after High School: Bachelor of Arts, Marist College, Poughkeepsie, NY, 1994
Business background:
2016 – present, Investment Consultant at Hyas Group, LLC.
1997 – 2016, V.P., Institutional Sales, ICMA-RC Services
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Cousineau’s work, including investment advice and interaction with clients is monitored periodically by review
of his client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer,
Michelle Ruppelt, and Director of Consulting Services, Jayson Davidson.
8
Hyas Group, Form ADV Part 2B, Brochure Supplement
March 24, 2017
Item 1
Thomas Joseph Breaden
This Brochure Supplement provides information about Tom Breaden that supplements the Hyas Group, LLC
Brochure. You should have received a copy of that Brochure. Please contact Michelle Ruppelt, Chief
Compliance Officer if you did not receive Hyas Group’s Brochure or if you have any questions about the
contents of this supplement.
Additional information about Tom Breaden is available on the SEC’s website at www.adviserinfo.sec.gov.
Item 2 - Educational Background and Business Experience
Born: 1982
Education after High School:
Bachelor of Science in History and Economics, University of Oregon, Eugene, OR 2004
Master of Science in Economics, Portland State University, Portland, OR 2007
Business background:
2011 – present, Senior Analyst at Hyas Group, LLC.
2006 – 2011, Director of Research, Heintzberger Payne
Professional Designations: Mr. Breaden has earned the right to use the Chartered Financial Analyst (CFA)
designation and is a member of the Portland Society of Financial Analysts, Portland Alternative Investment
Association and the CFA Institute.
Item 3- Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events
that would be material to your evaluation of each supervised person providing investment advice. No
information is applicable to this Item.
Item 4- Other Business Activities
No information is applicable to this Item.
Item 5- Additional Compensation
No information is applicable to this Item.
Item 6 - Supervision
Mr. Breaden’s work, including investment advice and interaction with clients is monitored periodically by review
of his client’s performance reports, written correspondence and e-mail, by the Chief Compliance Officer,
Michelle Ruppelt, and Director of Consulting Services, Jayson Davidson.