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File #: 2025-165    Version: 1 Name:
Type: Resolution Status: New Business
File created: 5/8/2025 In control: Board of Directors
On agenda: 6/25/2025 Final action:
Title: Requisition No. REQ-0002648 External Auditing Services O&M
Sponsors: Nicolette Bateson
Indexes: Finance
Attachments: 1. 7C1 2025 Auditor RFP Board Letter Cover.pdf, 2. 7C3- REQ-0002648 - Procurement Board Report.pdf, 3. 7C4 Audit RFP Bid Tabulation 6.20.25 Bid Tabulation.pdf, 4. 7C5 Auditor RFP Hourly Rates Bid Table 6.20.25.pdf
Title
Requisition No. REQ-0002648
External Auditing Services
O&M
Body
Agenda of: June 25, 2025
Item No.: 2025-165
Amount: $852,500.00

TO: The Honorable
Board of Directors
Great Lakes Water Authority

FROM: Suzanne R. Coffey, P.E.
Chief Executive Officer
Great Lakes Water Authority

DATE: June 25, 2025

RE: Requisition No. REQ-0002648
External Auditing Services
Vendor: Baker Tilly US, LLP
Status: New Contract/PO

MOTION
Upon recommendation of Nicolette Bateson, Chief Financial Officer/Treasurer, Financial Services, the Board of Directors (Board) of the Great Lakes Water Authority (GLWA), authorizes the Chief Executive Officer (CEO) to enter into Requisition No. REQ-0002648, "External Auditing Services" with Baker Tilly US, LLP, at a cost not to exceed $852,500.00 for a duration of three (3) years with one (1) renewal option for six (6) months for a total duration of three and one/half (3.5) years; and authorizes the CEO to take such other action as may be necessary to accomplish the intent of this vote.
BACKGROUND
According to the Articles of Incorporation, Article 7J, the Audit Committee shall, once every three (3) years, recommend three (3) independent certified public accounting firms that, in the judgment of the Audit Committee, possess sufficient resources and qualifications to conduct annual financial audits of the accounts of the Authority. From the three recommendations of the Audit Committee, the Board may select the independent certified public accounting firm with whom the Authority shall execute an agreement to conduct annual financial audits for the succeeding three (3) fiscal years of the accounts of the Authority.
JUSTIFICATION
Subject to a request for proposal process facilitated by GLWA Procurement, five qualified proposals were received on April 8, 2025, for external auditor services. Those proposals were reviewed to ensure that all minimum criteria were met, and the written proposals were scored. Oral presentations were receiv...

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