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You are Here Home > Departments > Finance > Forms & Documents
Forms & Documents

Forms and Documents include copies online of City budgets, audits, urban renewal reports, fees and charges, and budget agendas & minutes.

Audits
State law requires a financial audit be made of the financial affairs of every municipal corporation at least once a year.  These annual audits have found that the City’s financial statements present fairly the City’s financial condition and are in conformance with generally accepted accounting principles applied on a consistent basis.

Budgets
The City Council adopts a budget that is basically the financial plan for the City. It incorporates the 5-year Capital Improvement Plan, that is reviewed periodically. The budget forms the basis for budget appropriations and includes any revisions or adjustments made by the Citizens Budget Committee.

Budget Agenda/Minutes
Here are the recent budget agendas and budget meeting minutes available online for your review.

Strategic Financial Plan

This is the City’s 5-year strategic financial plan that answers the question, “How is the City of Lake Oswego doing and where is it headed financially?”  This plan is a living document and serves as a working tool for those tracking City finances.  It shows each fund’s actuals over the last 5 years, the current budget by fund, and fund projections over the next 5 years.

Urban Renewal (LORA)
The urban renewal agency for the City of Lake Oswego is known as LORA, the Lake Oswego Redevelopment Agency. The Finance Department prepares three reports that cover the financial activities of LORA.

Fees and Charges
The City charges fees for a variety of services, from building plans and police reports to athletic field uses and commercial filming. The City annually updates the booklet that serves as a consolidated document of all City fees, charges, and SDC methodologies.

Municipal Bonds and Continuing Disclosure

Review the historic official statements of the City's various bond issues, debt service payment schedules, and required annual continuing disclsoure information.

Block Party Permit Application
This permit is required to close a public street in order to conduct a neighborhood block party.  A “Block Party” is a gathering organized by members of the neighborhood abutting the street to be closed, for the enjoyment of neighborhood residents.

Special Events/Movie Permits

Production companies are required to obtain a Permit for Special Events within a Public Right-of-Way or on City Property whenever an event involves the closure or restriction of other than a local, residential street or restriction or closure of a local, residential street for more than 12 hours.  Permits are also required when the event involves the use of a City park or other City facility.

 

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