HomeMy WebLinkAboutResolution No. 4931
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COUNCIL RESOLUTION NO. 4931
A RESOLUTION AUTHORIZING THE ISSUANCE AND
SALE OF ELECTRIC UTILITY SYSTEM REVENUE
BONDS IN THE AGGREGATE PRINCIPAL AMOUNT
OF NOT TO EXCEED EIGHTY-FIVE MILLION FIVE
HUNDRED THOUSAND DOLLARS ($85,500,000) FOR
THE PURPOSES OF FINANCING IMPROVEMENTS
TO THE ELECTRIC UTILITY SYSTEM AND
PROVIDING FOR RELATED MATTERS
PASSED: 7:0
REJECTED:
OPPOSED:
ABSENT: Bettman
RECUSED:
CONSIDERED: February 25, 2008
RESOLUTION N0.4931
A RESOLUTION AUTHORIZING THE ISSUANCE AND SALE OF ELECTRIC
UTILITY SYSTEM REVENUE BONDS IN THE AGGREGATE PRINCIPAL
AMOUNT OF NOT TO EXCEED EIGHTY-FIVE MILLION FIVE HUNDRED
THOUSAND DOLLARS ($85,500,000) FOR THE PURPOSES OF FINANCING
IMPROVEMENTS TO THE ELECTRIC UTILITY SYSTEM AND PROVIDING
FOR RELATED MATTERS
The City Council of the City of Eugene finds that:
A. S46 of Chapter 783 Oregon Laws 2007 (containing provisions correlative to those
repealed by Chapter 783, including those previously known as the Uniform Revenue
Bond Act ("URBA")), authorizes the City to issue bonds payable solely from revenues
generated by facilities, projects, utilities or systems owned or operated by the City. The
City, acting by and through the Eugene Water & Electric Board ("EWEB"), owns and
operates an electric utility system and related facilities and systems.
B. On June 16, 1986, EWEB adopted a resolution authorizing and providing for the
issuance, from time to time, of City of Eugene, Oregon Electric Utility System Revenue
Bonds to be equally and ratably secured by the pledge of revenues, funds and accounts
thereunder (as amended and supplemented, the "Bond Resolution").
C. The Bond Resolution provides in part that the principal of, premium, if any, and interest
on the bonds issued thereunder shall not be payable from any funds of the City nor
constitute a general obligation of the City or create a charge upon the tax revenues or any
other property or revenues of the City.
D. EWEB has requested by resolution that the City Council adopt this Resolution in part to
set the terms for the issuance of not to exceed $85,500,000 in aggregate principal amolint
of electric utility system revenue bonds (the "Bonds") for the purpose of financing the
acquisition, design, construction, installation and equipping of certain capital
improvements to the Roosevelt Operations Center (collectively, the "Project"), in two
phases consisting of a financing in 2008 (the "2008 Project Financing") and a financing
in 2010 (the "2010 Project Financing"), to fund necessary reserves for each financing and
to pay the costs of issuance of Bonds under each financing.
E. The Bonds will not be general obligations of the City, nor a charge upon its tax revenues,
but will be payable solely from revenues of the Electric Utility System which EWEB
pledges to the payment of such Bonds pursuant to S46 of Chapter 783 Oregon Laws 2007
and the resolutions to be adopted by EWEB pursuant to this Resolution.
F. EWEB has by resolution undertaken to cause to be prepared a plan showing that EWEB' s
estimated Electric Utility System revenues are sufficient to pay the estimated debt service
on the Bonds authorized by this Resolution.
G. The City and EWEB anticipate incurring expenditures ("Expenditures") to finance the
costs of the Project and wish to declare their official intent to reimburse themselves for
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the Expenditures made on the Project from the proceeds of the Bonds. To the extent that
the expenditures and the use of proceeds of the Bonds may qualify under federal tax law
and regulations, the City, including EWEB, intends for the interest on such bonds to be
excludable from gross income for federal income tax purposes under S 1 03 of the Internal
Revenue Code of 1986, as amended (the "Code").
H. EWEB has requested by resolution that the City Council adopt this Resolution in part to
authorize the publication of the Notice of Revenue Bond Authorization relating to the
Bonds, such notice being in substantially the form attached to this Resolution as
Exhibit "A" (the "Notice"). The Notice shall specify the last date on which petitions may
be submitted, and the City, acting by and through EWEB, shall cause the Notice to be
published in The Register-Guard, a newspaper of general circulation within the
boundaries of the City, in the same manner as are other public notices of the City.
NOW THEREFORE, THE CITY OF EUGENE DOES ORDAIN AS FOLLOWS:
Section 1. Authorization of Bonds and Publication of Notice~ Purpose of Issue.
Based on the above findings, subject to the prior publication of the Notice and the expiration of
the 60-day period following the publication of the Notice without the receipt of a petition for an
election questioning the issuance of the Bonds, which facts and circumstances shall be
determined conclusively and for all purposes by any individual designated by EWEB, the City
Council hereby authorizes EWEB, on behalf of the City, to issue and sell the Bonds designated
as the "City of Eugene, Oregon Electric Utility System Revenue Bonds," in one or more series,
in the aggregate principal amount of not to exceed $85,500,000, for the purpose of funding initial
phases of the Project, and to fund any required reserves and costs of issuance, and to publish the
Notice as aforesaid. If petitions for an election, containing the valid signatures of not less than 5
percent of the City's qualified electors, are received within the time indicated in the Notice, the
question of issuing Bonds shall be placed on the ballot at the next legally available election date.
If such petitions are received no Bonds may be sold until the question of whether to issue the
Bonds is approved by a majority of electors living within the boundaries of the City who vote on
that question. Any such petitions will be subject to S46 of Chapter 783 Oregon Laws 2007 and
SS2.970-2.992 of The Eugene Code, 1971.
Section 2.
Conditions of Issuance and Sale. The City Council hereby prescribes that:
(a) The Bonds of each series shall: (i) mature not later than thirty (30) years
from the date of issuance of the series; (ii) be sold through public competitive sale and awarded
to the bidder offering the most favorable terms to EWEB, on behalf of the City, or sold pursuant
to negotiation at par or with a net original issue discount or premium that does not exceed seven
percent (7%) of the aggregate principal amount thereof; and (iii) have an effective interest rate of
not to exceed seven percent (7%) per annum; and
(b) The proceeds of the Bonds shall be used only for the purposes above
described.
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Section 3. Delegation of Authoritv for Terms of Bonds~ Provisions for Issuance.
Pursuant to S S48-49 of Chapter 783 Oregon Laws 2007, EWEB, or any individual designated by
EWEB, is hereby authorized and directed to determine, with respect to the Bonds, the form of
bond and series designation, the manner of disbursement of proceeds of the bonds, the maturity
dates, principal amounts, redemption provisions, interest rates or the method for determining a
variable or adjustable interest rate, denominations, form and authorized signatory and other terms
and conditions of the Bonds because the same cannot be determined by the City Council at this
time. Prior to the issuance of any Bonds, EWEB shall: (i) prepare a plan showing that the
estimated Electric Utility System revenues are sufficient to pay the estimated debt service on the
Bonds; (ii) adopt a bond resolution and provide a copy of such resolution to the City; and
(iii) provide to the City a resolution determining that any and all acts, conditions and things
required to exist, to happen and to be performed precedent to and in the issuance of the Bonds,
exist, have happened and have been performed in due time, form and manner as required by the
Constitution and statutes of the State of Oregon, the Charter of the City of Eugene and this
Resolution.
Section 4. Declaring Intent To Reimburse. The City reasonably anticipates that the
City and EWEB may incur preliminary, cost of issuance and other project expenditures that
qualify as "Original Expenditures" under Treasury Regulation S 1.150-2 prior to the date of
issuance of the Bonds, and hereby declares its official intent to reimburse itself or EWEB with
proceeds of the sale of the Bonds to be issued in an amount not to exceed $85,500,000 in
aggregate principal amount.
Section 5.
face to the effect:
Statement on Form of Bond. All Bonds shall include a statement on their
(a) That they do not in any manner constitute a general obligation of EWEB
or of the City, or create a charge upon the tax revenues of the City, or upon any other revenues or
property of the City, or property of EWEB, but are charges upon and are payable solely from the
revenues of the Electric Utility System operated by EWEB, or any portion thereof, pledged to the
payment thereof; and
(b) That the holders thereof may look for repayment only to the revenues of
the Electric Utility System which are pledged for the payment thereof, and may not directly or
indirectly be paid or compensated through the property of the City, or EWEB, or by or through
the taxing power of the City.
Section 6. Bonds Payable Solely from Revenues. The Bonds shall not be general
obligations of the City, nor a charge upon its tax revenues, but shall be payable solely from the
revenues and funds which EWEB pledges to the payment thereof pursuant to S46 of Chapter 783
Oregon Laws 2007, any applicable URBA authorizations and in accordance with this Resolution.
Section 7. Bonds Reporting. EWEB shall submit to the City by May 1 of each year
the following annual reports commencing after the first sale of any Bonds or other evidences of
indebtedness hereunder and each year thereafter until the Bonds have been paid and retired:
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(a) A report on the funds for each series of Bonds describing the funds
established, the amounts in each fund, expenditure from each fund, the manner in which the
monies in each fund have been invested, the income from such investments and the application
of such income; and
(b) A report on Bond payments describing amounts paid and amounts
scheduled to be paid and the source of such payments.
If the contents of the reports required by subsections (a) and (b) above are included in the
yearly audit report of EWEB, then EWEB may comply with this Section 7 by transmitting a
copy of its yearly audit report to the City.
Section 8. Appointment of Professionals. EWEB is authorized to appoint bond
counsel, disclosure counsel, financial advisors, a registrar and paying agent and any other
professional assistance that EWEB determines is necessary or convenient to accomplish the
issuance and sale of any or all of the Bonds.
Section 9. Official Statement; Sale Documents. EWEB or any party designated by
EWEB is authorized to prepare and distribute or direct the preparation and distribution of one or
more preliminary official statement(s) or other disclosure document(s) for any of the Bonds or in
connection with a preliminary official statement or other disclosure document for any other
bonds, as determined to be necessary by EWEB, to obtain bond insurance or other credit
enhancement or commitments therefor, if required, to obtain a rating on any or all of the Bonds
from Moody's Investors Service, Inc., Standard & Poor's and/or Fitch Ratings, if required, and
to issue and publish such notices of sale of the Bonds as may be necessary or required to
accomplish the sale of the Bonds in accordance with this Resolution.
Section 10. Election to Issue Bonds under URBA. Pursuant to Oregon Administrative
Rule 170-061-0200 which implements the provisions of Chapter 783 Oregon Laws 2007,
EWEB, on behalf of the City, may elect in writing to issue the Bonds under the URBA
provisions, without regard to the provisions of Chapter 783 Oregon Laws 2007, upon satisfaction
of the requirements set forth in such Oregon Administrative Rule. If the Bonds are issued under
the URBA provisions, all references to the provisions of Chapter 783 Oregon Laws 2007
contained herein shall be deemed to refer to such applicable statutes of similar purpose contained
in URBA.
Section 11. Effective Date of Resolution. This Resolution shall become effective
immediately upon its adoption.
The foregoing Resolution adopted by the City Council this 25th day of February, 2008.
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City Recorder
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EXHIBIT A
FORM OF NOTICE OF REVENUE BOND AUTHORIZATION
NOTICE IS HEREBY GIVEN that the City Council of the City of Eugene, Oregon (the
"City") has adopted Resolution No. _* on February _*, 2008, authorizing the issuance of the
City's revenue bonds acting by and through the Eugene Water & Electric Board ("EWEB"). The
bonds will be issued in one or more series to provide funds for the financing of the acquisition,
design, construction, installation and equipping of certain capital improvements to the Roosevelt
Operations Center (collectively, the "Project"), to fund necessary reserves and to pay the costs of
Issuance.
The costs of the Project to be funded, together with bond issuance costs and debt service
reserves, are estimated not to exceed $85,500,000. In accordance with these estimates, the City
expects that the bonds will be issued in an aggregate principal amount of not to exceed
$85,500,000.
Subject to certain parameters, EWEB may establish all terms, conditions and covenants
regarding the bonds and the revenues which are necessary or desirable to effect the sale of the
bonds.
The bonds will not be general obligations of the City, nor a charge upon its tax revenues,
but will be payable solely from the revenues which EWEB pledges to the payment of the bonds.
If written petitions, signed by not less than 5 percent of the City's qualified electors, are
filed at the Office of the City Recorder on or before *, 2008 (the 61 st day after the
date of publication of this notice), the question of issuing $85,500,000 of the revenue bonds shall
be placed on the ballot at the next legally available election date. Any such petition shall be
subject to S46 of Chapter 783 Oregon Laws 2007 and Sections 2.970-2.992 of The Eugene Code,
1971.
The Office of the City Recorder is located at 777 Pearl Street, Room 105, Eugene,
Oregon 97401. Information on procedures for filing petitions may also be obtained at such
address or by telephone at (541) 682-5042.
The resolution authorizing the bonds is available for inspection at the Office of the City
Recorder.
The bonds will be issued and sold pursuant to S46 of Chapter 783 Oregon Laws 2007,
and this notice is published pursuant to S46( 4) of Chapter 783 Oregon Laws 2007.
* Information must be included prior to publication of the notice.
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