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File #: 2024-121    Version: 1 Name:
Type: Resolution Status: Passed
File created: 3/15/2024 In control: Board of Directors
On agenda: 6/26/2024 Final action: 6/26/2024
Title: Resolution to Approve the FY 2024 Second Quarter Budget Amendments
Sponsors: Nicolette Bateson
Indexes: Finance
Attachments: 1. 7B0 FY 2024 2nd Quarter Budget Amendment Report Memo.pdf, 2. 7B2 FY 2024 2nd Quarter Budget Amendment Report.pdf, 3. 7B7 FY 2024 2nd Quarter Budget Amendment Resolution.pdf

Title

Resolution to Approve the FY 2024 Second Quarter Budget Amendments

Body

 

Agenda of:                      May 22, 2024, June 26, 2024

Item No.:                     2024-121

Amount:                     N/A                                                                                                                                                                                                                                       

 

TO:                                          The Honorable

Board of Directors

Great Lakes Water Authority

 

FROM:                     Suzanne R. Coffey, P.E.

                                          Chief Executive Officer

                                          Great Lakes Water Authority

 

DATE:                      May 22, 2024

 

 

RE:                                          Resolution to Approve the FY 2024 Second Quarter Budget

                      Amendments

 

 

MOTION

 

Upon recommendation of Nicolette Bateson, Chief Financial Officer/Treasurer, the Board of Directors (Board) of the Great Lakes Water Authority (GLWA), approves the FY 2024 Second Quarter Budget Amendments as presented; and authorizes the Chief Executive Officer to take such other action as may be necessary to accomplish the intent of this vote. 

 

BACKGROUND

The founding legal documents for the Great Lakes Water Authority (GLWA) provide a structure for budget preparation, adoption, and amendment.  The Board of Directors adopts a biennial budget by resolution which specifies appropriation amounts which may be modified through budget amendments.  To the extent that there is a proposed amendment of the budget among the appropriation categories, the matter is brought to the Audit Committee for review and consideration of a recommendation to the Board of Directors for their consideration for approval.

JUSTIFICATION

Attached is the communication to the Audit Committee, dated April 26, 2024, which presents the proposed budget amendment report for the second quarter of FY 2024.  The report includes the following.

1.                     Quarterly Budget Amendment Report for FY 2024 ending December 31, 2023.

 

2.                     Resolution Adopting the Budget Amendments through the Second Quarter of FY 2024.

BUDGET IMPACT

The overall budget, despite amendment, continues to be balanced.

COMMITTEE REVIEW

This matter was reviewed by the Audit Committee at its meeting on April 29, 2024. The Audit Committee unanimously recommended that the Board of Directors for the Great Lakes Water Authority adopt the proposed FY 2024 second quarter budget amendments. 

SHARED SERVICES IMPACT

This item does not impact the shared services agreement between GLWA and DWSD.