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File #: 2024-025    Version: 1 Name:
Type: Presentation Status: Filed
File created: 1/22/2024 In control: Board of Directors
On agenda: 1/24/2024 Final action: 1/24/2024
Title: PRESENTATION: PROPOSED FY 2025 AND FY 2026 BIENNIAL BUDGET REQUEST
Sponsors: Nicolette Bateson
Indexes: Finance
Attachments: 1. 2.0 GLWA Board of Directors 1.24.2024 Meeting Budget and Charges, 2. 3.0 Proposed Operating Budget One pager 12.15.2023, 3. 4.0 Proposed Water & Sewer Service Charges One Pager 12.15.2023, 4. 5.1 FY 2025 Budget Infographic Water System, 5. 5.2 FY 2025 Budget Infographic Wastewater System, 6. 5.3 FY 2025 Budget Infographic Combined Water and Wastewater, 7. 6.0 2025-025 Resolution.Legistar-Budget with support
Title
PRESENTATION: PROPOSED FY 2025 AND FY 2026 BIENNIAL BUDGET REQUEST
Body

Agenda of: January 24, 2024
Item No.: 2024-025
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: January 24, 2024


RE: PRESENTATION: PROPOSED FY 2024 AND FY 2025 BIENNIAL
BUDGET REQUEST


MOTION

Upon recommendation of Nicolette N. Bateson, Chief Financial Officer & Treasurer, the Board of Directors (Board) of the Great Lakes Water Authority (GLWA), receives, files, and refers the proposed FY 2025 and FY 2026 biennial budget and related five-year financial plan to the Audit Committee; and authorizes the Interim CEO to take such other action as may be necessary to accomplish the intent of this vote.

BACKGROUND
The annual financial planning cycle is underway to establish a Proposed FY 2025 and FY 2026 biennial budget and FY 2025 schedule of Charges which are the subject of a public hearing on February 28, 2024. The effective date for the budget and charges is July 1, 2024. The annual cycle includes member partner engagement as well as detailed review by the Audit Committee. Key activities include the following.
Member Partner Charges Rollout Meetings
October 19, 2023 - Capital Improvement Programs (Charges Rollout #1)?
November 14, 2023 - Preliminary Units of Service (Charges Rollout #2)?
January 11, 2024 - Review of Proposed FY 2025 Charges and Overview of Proposed Budget and Financial Plan (Rollout #3)?
January 16 - 22, 2024 - Individual Member Partner meetings (as requested) to support interested member partners in reviewing their specific proposed charges worksheet between and after rollout meetings #3 and #4 with GLWA staff and consultant
January 18, 2024 - Review of Proposed FY 2024 & FY 2025 Biennial Budget and Financial Plan and Follow Up Charges Question and Answer Session (Rollout #4)?
Audit Commit...

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