CONTRACTREJECTED

Public Trust Advisors Unsuccessful in Advisory Services Bid

Disclosed value: $360,000 (bid amount for 3 years); From agenda
Document date: Sep 26, 2025
Term: Three (3) years (bid proposal)

What it covers

Public Trust Advisors, LLC submitted a bid in GLWA's Investment Advisor procurement, but their $360,000 three-year proposal was not awarded.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Great Lakes Water Authority. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

What happens next

Term as filed: Three (3) years (bid proposal).

See who signed off on this contract.

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Contract details

Contract type: Financial Services
Amount: $360,000 (bid amount for 3 years)
Document date: September 26, 2025
Term: Three (3) years (bid proposal)
Vendor: Public Trust Advisors LLC
Agency: Great Lakes Water Authority
Source document: Great Lakes Water Authority Audit Committee Meeting Agenda September 26, 2025 (Agenda)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026 Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026Undisclosed College Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400K City of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026Undisclosed Rockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026Undisclosed All Public Trust Advisors LLC contractsVendor profile

More Great Lakes Water Authority contracts

City of RiverviewGLWA Schedules Riverview Water Contract Amendment · Sep 23, 2026Undisclosed City of RockwoodGLWA Schedules Rockwood Water Contract Amendment · Sep 23, 2026Undisclosed Charter Township of ClintonClinton Township Water Contract Amendment Proposed · Sep 23, 2026Undisclosed Huron Charter TownshipGLWA Schedules Huron Township Water Contract Amendment · Sep 23, 2026Undisclosed Charter Township of WashingtonGLWA Schedules Washington Township Water Amendment · Sep 23, 2026Undisclosed All Great Lakes Water Authority activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Great Lakes Water Authority?

Public Trust Advisors LLC was awarded this financial services contract by Great Lakes Water Authority, as recorded on September 26, 2025. The contract value is $360,000 (bid amount for 3 years).

How much is the Public Trust Advisors LLC contract with Great Lakes Water Authority worth?

The Public Trust Advisors LLC contract with Great Lakes Water Authority is valued at $360,000 (bid amount for 3 years), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Great Lakes Water Authority Audit Committee Meeting Agenda September 26, 2025 (Agenda), dated September 26, 2025 from Great Lakes Water Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Great Lakes Water Authority currently buying?

Explore Great Lakes Water Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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