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File #: 2023-017    Version: 1 Name:
Type: Budget Status: Filed
File created: 1/23/2023 In control: Board of Directors
On agenda: 1/25/2023 Final action: 1/25/2023
Title: Proposed FY 2024 AND FY 2025 Biennial Budget Request
Sponsors: Nicolette Bateson
Indexes: Finance
Attachments: 1. 2.0 Budget Charges Board Presentation Executive Summary, 2. 3.0 Proposed Budget One pager 12.16.2022, 3. 4.0 Proposed Charges One Pager 12.16.2022, 4. 5.01 GLWA Dollar_Water Services FY 2024, 5. 5.02 GLWA Dollar_Wastewater Services FY 2024, 6. 5.03 GLWA Dollar_Combined Water_Waste FY 2024, 7. 6.0 2023-TBD Resolution-Legistar-Budget with support
Title
Proposed FY 2024 AND FY 2025 Biennial Budget Request
Body

Agenda of: January 25, 2023
Item No.: 2023-017
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 25, 2023


RE: 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 2024 and FY 2025 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 2024 and FY 2025 biennial budget and FY 2024 schedule of Charges which are the subject of a public hearing on February 22, 2023. The effective date for the budget and charges is July 1, 2023. 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, 2022 - Capital Improvement Programs (Rollout #1)?
November 16, 2022 - Preliminary Units of Service (Rollout #2)?
January 12, 2023 - Review of Proposed FY 2024 Charges and Overview of Proposed Budget and Financial Plan (Rollout #3)?
January 13 - 18, 2023 - Individual Member Partner meetings (as requested) to support interested member partners in reviewing their specific proposed charges worksheet between rollout meetings #3 and #4 with GLWA staff and consultant
January 19, 2023 - Review of Proposed FY 2024 & FY 2025 Biennial Budget and Financial Plan and Follow Up Charges Question and Answer (Rollout #4)?
Audit Committee Meetings
December 16, 2022 - Receive and file Discussion Draft of Proposed FY 2024...

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