HomeMy WebLinkAboutAgenda Item - 2020-03-03 - Number 7.1 - Resolutions 20-04 and 20-06 Full Faith and Credit Bonds
503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city
Subject: Resolution 20-04 and 20-06, authorizing the issuance, sale, execution, and delivery
of full faith and credit (FF&C) bonds
Meeting Date: March 3, 2020 Staff Member: Shawn Cross, Director
Department: Finance
Action Required Advisory Board/Commission Recommendation
☒ Motion ☐ Approval ☐ Public Hearing ☐ Denial ☐ Ordinance ☐ None Forwarded
☒ Resolution ☐ Not Applicable ☐ Information Only Comments:
☐ Council Direction ☐ Consent Agenda
Staff Recommendation: Adopt Resolutions 20-04 and 20-06 as presented.
Recommended Language for Motion: Move to adopt Resolutions 20-04 and 20-06.
Project / Issue Relates To:
☒Council Goals/Priorities
☐Adopted Master Plan(s)
☐Not Applicable
BACKGROUND
The City is beginning the process to issue the planned and budgeted debt in connection with
the Boone’s Ferry Road urban renewal project. Additionally, the 2010 sewer bonds have
matured enough to allow them to be callable and refinanced.
DISCUSSION
The City can maximize LORA’s debt capacity and minimize its financing costs, by acting as
intermediary between the lender and LORA. As such, the city becomes the primary borrower
and makes the debt service payments; LORA becomes the secondary borrower and reimburses
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503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city
the city for such payments. With this arrangement, the City can take LORA under its Triple-A
rating umbrella, enter into an Intergovernmental Agreement for the reimbursement
requirements, and afford the agency and citizens the lowest possible borrowing costs. The City
has already done this kind of transaction back in 2011 and 2018.
The urban renewal financing would be in the amount of around $16.5 million and is proposed
to be a Full Faith & Credit issue. Benefits of this kind of arrangement are they require no debt
reserve, and are backed by the city’s FF&C instead of a Letter of Credit. If LORA were the
primary borrower, it would most likely issue revenue bonds bearing interest of around one
percentage point higher, with a maturity of 10 or 15 years, and a one-year debt reserve
requirement. A natural safeguard to the city is also the fact that City Council members are the
LORA Board members and can keep a very close eye on LORA’s current developments and
financial condition.
At the same time, we looked at the City’s 2010 sewer bonds. Since we were already issuing
bonds for urban renewal, there could be savings through economies of scale refinancing these
bonds at the same time. The City would only need to pay for the bond sale expenses once
instead of twice if done as two different issues. The estimated average annual savings on the
future debt service payments for the 2010 sewer bonds is about $190,000 or a net present
value savings of about $2.4 million. Also, refinancing these bonds will not lengthen the time
left to pay on the specific bond series. The 2010 refunded sewer bonds will still be paid off in
fiscal year 2034-35.
The City is tentatively scheduled to have a teleconference with both Moody’s and S&P in early-
April, to have bid opening in early-May, and the bond closing in late-May.
FISCAL IMPACT
For the bonds issued for the urban renewal project debt service payments will be made by the
City with a timely reimbursement in full from LORA. Refinancing the sewer bonds will roughly
save about $190,000 per year in the Sewer Fund.
RECOMMENDATION
Adopt Resolutions 20-04 and 20-06.
ATTACHMENTS
1.Resolution 20-04
2.Resolution 20-06
RESOLUTION 20-04
A RESOLUTION OF THE CITY OF LAKE OSWEGO, OREGON, AUTHORIZING THE EXECUTION AND
DELIVERY OF A FINANCING AGREEMENT, ESCROW AGREEMENT, AND RELATED SALE
DOCUMENTS; PLEDGING THE CITY’S FULL FAITH AND CREDIT TO THE FINANCING PAYMENTS
DUE UNDER THE FINANCING AGREEMENT; AUTHORIZING THE EXECUTION AND DELIVERY OF
THE CITY OF LAKE OSWEGO, OREGON FULL FAITH AND CREDIT OBLIGATIONS, IN ONE OR
MORE SERIES, IN AN AGGREGATE PRINCIPAL AMOUNT NECESSARY TO FINANCE COSTS OF
CERTAIN URBAN RENEWAL PROJECTS, TO REFUND ALL OR A PORTION OF CERTAIN
OUTSTANDING DEBT OF THE CITY AND FOR PAYMENTS OF COSTS OF ISSUANCE OF SUCH FULL
FAITH AND CREDIT OBLIGATIONS; DESIGNATING AUTHORIZED REPRESENTATIVES AND
DELEGATING AUTHORITY; DECLARING AN INTENT TO REIMBURSE; AND RELATED MATTERS.
WHEREAS, the City of Lake Oswego (the “City”) is authorized pursuant to Oregon
Revised Statutes (“ORS”) Section 271.390 (i) to enter into financing agreements, lease-purchase
agreements or other contracts of purchase for any real or personal property that the City
Council of the City (the “City Council”) determines is needed and to provide for the issuance of
certificates of participation in the payment obligations of the City under such financing
agreements, lease-purchase agreements or other contracts of purchase and (ii) to pledge
lawfully available funds to payment of such financing agreements, lease-purchase agreements
or other contracts of purchase; and
WHEREAS, the City finds that it is financially feasible and in the City’s best
interest to assist the Lake Oswego Redevelopment Agency (“LORA”) as it undertakes certain
urban renewal projects; and
WHEREAS, the City previously authorized the sale, issuance and delivery of its
City of Lake Oswego Full Faith and Credit Obligations, Series 2010A in the aggregate principal
amount of $35,000,000 (the “2010 Obligations”); and
WHEREAS, after consultation with its financial advisor, the City finds it is in the
best interests of the City to authorize the execution and delivery of one or more tax-exempt
Financing Agreements (the “Financing Agreement”) between the City and an escrow agent
appointed pursuant to Section 9 hereof (the “Escrow Agent”) and one or more Escrow
Agreements (the “Escrow Agreement”) between the City and the Escrow Agent, to provide the
terms for the execution, delivery and sale of certificates of participation in the principal and
interest components payable under the Financing Agreement in the form of one or more series
of full faith and credit obligations (the “Obligations”); and
WHEREAS, the City intends to use the proceeds of the Obligations, together with
other lawfully available funds of the City, to (i) finance and refinance costs related to certain
urban renewal projects for LORA, and (ii) to refund all or a portion of the 2010 Obligations (the
“Project”); and
ATTACHMENT 1
Page 2 - Resolution 20-04
WHEREAS, the City anticipates incurring expenditures (“Expenditures”) in
connection with the Project and wishes to declare its official intent to reimburse itself with the
proceeds of the Obligations for qualifying Expenditures incurred in connection with the Project
in conformity with the requirements of the Internal Revenue Code and United States Treasury
Regulations Section 1.150-2; and
WHEREAS, the City adopts this Resolution (i) to authorize the execution and
delivery of the Financing Agreement, and the Escrow Agreement, (ii) to provide the terms
under which the City may sell the Obligations through a public competitive sale or a negotiated
sale and enter into the Financing Agreement and the Escrow Agreement, (iii) to provide the
terms of execution, delivery and sale of the Obligations, in one or more series, evidencing and
representing the payment obligations of the City under the Financing Agreement, (iv) to
authorize the execution and delivery of one or more intergovernmental agreements with LORA
(the “IGA”), and (v) to designate certain officials and employees of the City as authorized
representatives to take action on the City’s behalf.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Lake Oswego, as
follows:
Section 1. Authorization of the Obligations and Related Agreements. The City
hereby authorizes the execution and delivery of the Financing Agreement and the Escrow
Agreement, and related documents, and the execution and delivery of the Obligations, in one
or more series, by the Escrow Agent, in an aggregate principal amount not to exceed
$46,000,000. The proceeds of the Obligations received by the City pursuant to the terms of the
Financing Agreement and the Escrow Agreement shall be used to pay all or a portion of the
costs of the Project. The true interest cost of each series of Obligations shall not exceed 4.5%
per annum. The Obligations shall have a final maturity not later than 26 years from the date of
their respective issuance.
The Obligations shall be subject to a book-entry only system of ownership and transfer
as provided in Section 6 hereof.
The remaining terms of the Obligations, the Financing Agreement, the Escrow
Agreement and such other documents necessary or relating to the sale, execution and delivery
of the Obligations shall be established as provided in Section 9 hereof.
The City hereby authorizes the Obligations to be sold by negotiated sale or by a public
competitive sale and delegates to the Authorized Representative (as defined in Section 2
hereof) the authority to establish the terms for the sale as set forth in Section 9 hereof.
Section 2. Authorized Representative. The City authorizes and directs each of the
City Manager, the Assistant City Manager, the Finance Director, or the designee of any of them
(each acting individually or collectively, an “Authorized Representative”) to act on behalf of the
City and execute and deliver the Financing Agreement, the Escrow Agreement and such other
agreements, certificates and documents necessary or related to the sale, execution, delivery
Page 3 - Resolution 20-04
and administration of the Obligations and to determine the remaining terms of the Obligations
to be established as set forth in Section 9 hereof.
Section 3. Security. The Financing Payments under the Financing Agreement shall
be secured by and payable from the City’s general non-restricted revenues and other funds that
are lawfully available for that purpose, including the proceeds of the Financing Agreement and
revenues from an ad valorem tax authorized to be levied under the City’s permanent rate limit
under sections 11 and 11b, Article XI of the Oregon Constitution, and revenues derived from
other taxes, if any, levied by the City in accordance with and subject to limitations and
restrictions imposed under applicable law or contract, that are not dedicated, restricted or
obligated by law or contract to an inconsistent expenditure or use. The City pledges its full faith
and credit and taxing powers to the payment of the Financing Payments as contemplated by
ORS 287A.315, or any successor statute. The registered owners of the Obligations will not have
a lien or security interest on the Project financed or refinanced with the proceeds of the
Financing Agreement.
Section 4. Form of Obligations. The Obligations shall be prepared in book-entry
only form by Special Counsel in substantially the form approved by the Authorized
Representative and the Escrow Agent. The Obligations may be printed or typewritten.
Section 5. Authentication, Registration, Payment, Exchange and Transfer.
(a) None of the Obligations shall be entitled to any right or benefit under this
Resolution unless an authorized officer of the registrar appointed pursuant to Section 9 hereof
(the “Registrar”) shall have authenticated it. The date of authentication shall be the date the
Registered Owner’s name is listed on the register for the Obligations (the “Register”).
(b) All Obligations shall be in registered form. The Registrar shall authenticate all
Obligations to be delivered on the closing date of the transaction and shall additionally
authenticate all Obligations properly surrendered for exchange or transfer pursuant to this
Resolution.
(c) The ownership of all Obligations shall be entered in the Register maintained by
the Registrar, and the City and the Registrar may treat the person listed as owner in the
Register as the owner of the Obligations for all purposes.
(d) The Registrar shall mail or cause to be delivered the amount due under each
Obligations to the registered owner at the address appearing on the Register on the fifteenth
(15th) day of the month preceding the payment date (the “Record Date”). If payment is so
mailed, neither the City nor the Registrar shall have any further liability to any party for such
payment.
(e) The Obligations may be exchanged for obligations representing the same
aggregate principal component payment amounts with the same principal payment date in
Page 4 - Resolution 20-04
different authorized denominations, and the Obligations may be transferred to other owners if
the Registered Owners submit the following to the Registrar:
(1) written instructions for exchange or transfer satisfactory to the Registrar,
signed by the Registered Owner or his attorney in fact and guaranteed or witnessed in a
manner satisfactory to the Registrar; and
(2) the Obligations to be exchanged or transferred.
(f) The Registrar shall not be required to exchange or transfer any Obligations
submitted to it during any period beginning with a Record Date and ending on the next
following payment date; however, such Obligations shall be exchanged or transferred promptly
following that payment date.
(g) The Registrar shall not be required to exchange or transfer any Obligations that
have been designated for prepayment if such Obligations are submitted to the Registrar during
the 15-day period preceding the designated prepayment date.
(h) For purposes of this section, Obligations shall be considered submitted to the
Registrar on the date the Registrar actually receives the materials described in subsection (e) of
this Section 5.
(i) In the event any Obligation is mutilated, lost, stolen or destroyed, the Registrar
may issue a new Obligation of like principal payment date, interest component and
denomination if the asserted owner of such Obligation provides to the Registrar and the City an
affidavit, certificate or other reliable proof that the Registrar or the City reasonably finds
protects the City from conflicting claims for payment under the Obligations.
(j) The City may alter these provisions regarding registration, exchange and transfer
by mailing notification of the altered provisions to all Registered Owners and the Registrar. The
altered provisions shall take effect on the date stated in the notice, which shall not be earlier
than 45 days after notice is mailed.
Section 6. Book-Entry System. During any time that the Obligations are held in a
book-entry-only system (the “Book-Entry System”), the registered owner of all of the
Obligations shall be The Depository Trust Company, New York, New York (“DTC”), and the
Obligations shall be registered in the name of Cede & Co., as nominee for DTC. The City has
entered into a Blanket Issuer Letter of Representations (the “Issuer Letter”) wherein the City
represents that it will comply with the requirements stated in DTC’s Operational Arrangements
as they may be amended from time to time.
Under the Book-Entry System, the Obligations shall be initially executed and delivered in
the form of a single fully registered obligation certificate, one for each Series and maturity of
the Obligations. Upon initial execution and delivery, the ownership of such Obligations shall be
registered by the Registrar on the registration books in the name of Cede & Co., as nominee of
Page 5 - Resolution 20-04
DTC. The City and the Registrar may treat DTC (or its nominee) as the sole and exclusive
registered owner (the “Registered Owner”) of the Obligations registered in its name for the
purposes of: (i) payment of the principal component evidenced and represented by such
Obligations; (ii) prepayment price of, and premium, if any, or interest component evidenced
and represented by the Obligations; (iii) selecting the Obligations or portions thereof to be
redeemed, if any; (iii) giving notice as required under this Resolution; (v) registering the transfer
of Obligations; and (vi) obtaining any consent or other action to be taken by the owners and for
all other purposes whatsoever; and neither the Registrar nor the City shall be affected by any
notice to the contrary.
The Registrar shall not have any responsibility or obligation to any person claiming a
beneficial ownership interest in the Obligations under or through DTC or any DTC Participant
(“Participant”), or any other person that is not shown on the registration books of the Registrar
as being a registered owner, with respect to: (i) the accuracy of any records maintained by DTC
or any Participant; (ii) the payment by DTC or any Participant of any amount in respect of the
principal component evidenced and represented by or prepayment price of or interest
component evidenced and represented by the Obligations; (iii) any notice or direction which is
permitted or required to be given to or received from owners under this Resolution or the
Obligations; (iv) the selection by DTC or any DTC Participant of any person to receive payment
in the event of a partial prepayment of the Obligations; or (v) any consent given or other action
taken by DTC as owner; nor shall any DTC Participant or any such person be deemed to be a
third party beneficiary of any owners’ rights under this Resolution or the Obligations. The
Registrar shall pay from moneys available under the Escrow Agreement all principal
components evidenced and represented by and premium, if any, and interest components
evidenced and represented by the Obligations only to or upon the order of DTC, and all such
payments shall be valid and effective to fully satisfy and discharge the City’s obligations under
the Financing Agreement and the Registrar’s obligations under the Escrow Agreement and the
Obligations with respect to the principal components evidenced and represented by and
premium, if any, and interest evidenced and represented by the Obligations to the extent of the
sum or sums so paid. So long as the Obligations are held in the Book-Entry System, no person
other than DTC shall receive an authenticated Obligation for each separately stated principal
component payment date evidencing the obligation of the Registrar to make payments of
principal components evidenced and represented by the Obligations and premium, if any, and
interest components evidenced and represented by the Obligations pursuant to this Resolution.
Upon delivery by DTC to the Registrar of DTC’s written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., and subject to the provisions
of this Resolution with respect to transfers of Obligations, the term “Cede & Co.,” in this
Resolution shall refer to such new nominee of DTC.
At any time it determines that it is in the best interests of the owners, the City may
notify the Registrar, and the Registrar will subsequently notify DTC, whereupon DTC will notify
the DTC Participants, of the availability through DTC of Obligation certificates. In such event,
the Registrar shall issue, transfer and exchange, at the City’s expense, Obligation certificates as
requested in writing by DTC in appropriate amounts. DTC may determine to discontinue
Page 6 - Resolution 20-04
providing its services with respect to the Obligations at any time by giving written notice to the
Registrar and discharging its responsibilities with respect thereto under applicable law. If DTC
resigns as securities depository for the Obligations, such Obligation certificates shall be
delivered pursuant to this section. Under such circumstances (if there is no successor securities
depository), the Registrar shall be obligated to deliver Obligation certificates as described in this
Resolution, provided that the expense in connection therewith shall be paid by the City. In the
event Obligation certificates are executed and delivered, the provisions of this Resolution shall
apply to, among other things, the transfer and exchange of such Obligation certificates and the
method of payment of principal components evidenced and represented by the Obligations,
premium, if any, and interest components evidenced and represented by such Obligations.
Whenever DTC requests the Registrar to do so, the Registrar will cooperate with DTC in taking
appropriate action after written notice (a) to make available one or more separate Obligation
certificates evidencing the Obligations to any DTC Participant having Obligations credited to its
DTC account, or (b) to arrange for another securities depository to maintain custody of
certificates evidencing the Obligations.
Section 7. Prepayment. Amounts payable by the City under the Financing
Agreement and amounts payable under the Obligations may be subject to optional,
mandatory, extraordinary and/or conditional prepayment prior to stated principal component
payment dates as determined by the Authorized Representative pursuant to Section 9 hereof.
Section 8. Tax-Exempt Status and Covenant as to Arbitrage; Reimbursement.
(a) The City covenants to comply with the instructions and requirements of the Tax
Certificate to be executed upon delivery of the Obligations. This covenant shall survive
payment in full or defeasance of the Obligations.
(b) The City hereby declares its official intent to use proceeds of the tax-exempt
obligations to reimburse Expenditures. This declaration is made solely for purposes of
establishing compliance with the requirements of Section 1.150-2 of the Treasury Regulations.
This declaration does not obligate the City to make any expenditure, incur any indebtedness, or
proceed with the Project.
Section 9. Delegation for Establishment of Terms and Sale of the Obligations. Each
Authorized Representative is hereby authorized and directed, on behalf of the City without
further approval of the City Council to:
(a) appoint an Escrow Agent and Registrar for the Obligations;
(b) establish the series designations, the principal and interest component payment
dates, principal component amounts, prepayment provisions, if any, interest component
amounts, premium and/or discount, if any, denominations and all other terms for the Financing
Agreement and the Obligations;
Page 7 - Resolution 20-04
(c) establish the method of sale of the Obligations as authorized in Section 1 hereof,
and if the Obligations are sold on a negotiated basis, negotiate, execute and deliver a bond
purchase contract in the form approved by the Authorized Representative and such other
agreements, certificates or sale documents as are necessary in connection therewith, or if the
Obligations are sold on in a public competitive sale, approve the final form of and cause an
Official Notice of Obligation Sale (the “Notice”) for a competitive sale, substantially in the form
approved by the Authorized Representative to be published electronically and award the
successful bid or reject the bids for the Obligations, as directed by this Section 9;
(d) make any covenants or agreements necessary or desirable to obtain favorable
financing terms for the Obligations, including without limitation, a pledge of the City’s full faith
and credit and, if desirable, a pledge of other amounts available to the City;
(e) negotiate the terms of, and execute and deliver the Financing Agreement and
the Escrow Agreement;
(f) approve and authorize the preparation and distribution of preliminary and final
official statements relating to the Obligations;
(g) obtain ratings on the Obligations if determined by the Authorized Representative
to be in the best interest of the City and expend Obligation proceeds to pay for such ratings;
(h) obtain credit enhancement for the Obligations and execute and deliver any
related agreements or other documents;
(i) approve, execute and deliver any documents, agreements or certificates
required to prepay the 2010 Obligations;
(j) enter into the IGA under which LORA obligates itself to pay the City all amounts
the City is required to pay in connection with the portion of the Project benefitting LORA;
(k) approve the form of the Obligations and take such actions as are necessary to
qualify the Obligations for the book-entry system of DTC;
(l) approve, execute and deliver a Continuing Disclosure Certificate pursuant to the
Securities and Exchange Commission Rule 15c2-12, as amended;
(m) enter into covenants regarding the use of the proceeds of the Obligations
received by the City pursuant to the Financing Agreement;
(n) approve, execute and deliver closing documents and certificates relating to the
sale of the Obligations and the execution and delivery of the Financing Agreement, the Escrow
Agreement and the Obligations;
(o) execute and deliver a certificate specifying the actions taken pursuant to this
Section 9, and any other certificates, documents or agreements that an Authorized
Page 8 - Resolution 20-04
Representative determines are desirable to execute, deliver and administer the Financing
Agreement and the Escrow Agreement and otherwise to sell, deliver and administer the
Obligations in accordance with this Resolution.
Section 10. Procedures for Sale of the Obligations. Pursuant to Sections 1 and 9
hereof, the Authorized Representative shall establish the method of sale of the Obligations. If
the Obligations are sold pursuant to a public competitive sale, the Authorized Representative
shall cause the Notice, or a summary thereof, to be published electronically on the Internet
prior to the sale date stated in the Notice. For a competitive sale, bids to purchase the
Obligations shall be received and reviewed on the date specified by the Authorized
Representative in the Notice or upon such later date determined by the Authorized
Representative if the sale is postponed based on market or other conditions. The Authorized
Representative is authorized, on behalf of the City, to accept or reject the bids for the
Obligations. The Authorized Representative may postpone the sale of the Obligations to a later
date, cancel the sale based upon market conditions or, alternatively, enter into a negotiated
sale of the Obligations pursuant to terms determined and approved by the Authorized
Representative and as authorized by this Resolution.
Section 11. Defeasance. The City may defease its Obligations under the Financing
Agreement by setting aside, with a duly appointed escrow agent, in a special escrow account
irrevocably pledged to the payment of the principal and interest components of the Financing
Agreement to be defeased, cash or direct obligations of the United States of America, including
obligations of any federal agencies to the extent they are unconditionally guaranteed by the
United States of America, in an amount which, in the opinion of a nationally recognized expert
in the field of mathematical calculations relating to tax-exempt obligations, is sufficient without
reinvestment to pay all principal components and interest components of the defeased
Financing Agreement until the principal payment date or any earlier prepayment date. The
obligations of the City under the Financing Agreement that have been defeased pursuant to this
Section shall be deemed paid and no longer outstanding, and shall cease to be entitled to any
lien, benefit or security under this Resolution, the Financing Agreement or the Escrow
Agreement except the right to receive payment from such special escrow account.
Section 12. Appointment of Special Counsel and Financial Advisor. The City hereby
appoints Orrick, Herrington & Sutcliffe LLP of Portland, Oregon, as special counsel to the City
with respect to the Obligations and PFM Financial Advisors LLC, as Financial Advisor to the City
with respect to the Obligations.
Section 13. Resolution to Constitute Contract. In consideration of the purchase and
acceptance of any or all of the Obligations by those who shall own the same from time to time
(the “Obligation Owners”), the provisions of this Resolution shall be part of the contract of the
City with the Obligation Owners and shall be deemed to constitute a contract between the City
and the Obligation Owners pursuant to ORS 287A.315 and ORS 287A.325, or any successor
statute. The covenants, pledges, representations and warranties contained in this Resolution,
or in the closing documents executed in connection with the Obligations, including without
Page 9 - Resolution 20-04
limitation the City’s covenants and pledges contained in Section 3 hereof, and the other
covenants and agreements herein set forth to be performed by or on behalf of the City shall be
contracts for the equal benefit, protection and security of the Obligation Owners, all of which
shall be of equal rank without preference, priority or distinction of any of such Obligations over
any other thereof, except as expressly provided in or pursuant to this Resolution.
Section 14. Effective Date. This Resolution shall take effect immediately upon its
adoption by the City Council.
Considered and adopted by the City Council of the City of Lake Oswego, Oregon, at a
regular meeting held on the 3rd day of March 2020.
AYES:
NOES:
EXCUSED:
ABSTAIN:
Kent Studebaker, Mayor
ATTEST:
Anne-Marie Simpson, City Recorder
Approved as to Form:
David Powell, City Attorney
RESOLUTION 20-06
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE OSWEGO ADJUSTING THE BUDGET FOR THE
BIENNIUM COMMENCING JULY 1, 2019 APPROVING RESOURCES/REQUIREMENTS, AND MAKING
APPROPRIATIONS.
WHEREAS, Certain conditions and situations have arisen since the initial preparation of
the 2019-21 budget and necessitate changes in financial planning, now, therefore,
BE IT RESOLVED by the City Council of the City of Lake Oswego that:
Section 1. The City Council hereby adjusts the budget for the biennium 2019-21 in the amount of $32,120,000.
Section 2. The City Council hereby authorizes the appropriations of resources and approval of requirements
listed below:
City/LORA Debt Service Fund Adopted Revised Difference
Resources:
Intergovernmental 7,247,000$ 7,367,000$ 120,000$
Other Financing Sources 11,000,000 17,000,000 6,000,000
6,120,000$
Requirements:
Materials & Services 11,220,000$ 17,340,000$ 6,120,000$
Explanation of Major Changes:
To increase the amount to be loaned to LORA for the Lake Grove district.
Sewer Fund Adopted Revised Difference
Resources:
Other Financing Sources -$ 26,000,000$ 26,000,000$
Requirements:
Sewer Department 26,464,000$ 26,964,000$ 500,000$
Debt Service 11,777,000 37,277,000 25,500,000
26,000,000$
Explanation of Major Changes:
To reflect the refinancing of the 2010 FF&C Sewer Bonds.
Considered and enacted at a regular meeting of the City Council held on the 3rd day of March, 2020.
AYES:
NOES:
ABSENT:
Resolution 20-06 Page 1 of 2
ATTACHMENT 2
Kent Studebaker, Mayor
ATTEST:
Anne-Marie Simpson, City Recorder
APPROVED AS TO FORM:
City Attorney's Office
Resolution 20-06 Page 2 of 2