FINANCIAL_SERVICESAPPROVED

Great Valley SD Awards Financial Services Contract to Pennsylvania Trust (July 2026)

Great Valley School District entered into an agreement with Pennsylvania Trust, effective July 1, 2026, for GASB 75 actuarial valuation and related consulting services covering valuation dates from January 1, 2025 through December 31, 2028. Fees are based on group size and complexity for two two-year valuation cycles, with additional hourly and optional services available under Exhibits A and B.

Status
APPROVED
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pennsylvania Trust
Agency
Great Valley SD · PA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
$3,925–$9,175 per two-year cycle (2025–2026); $4,150–$9,700 per two-year cycle (2027–2028); $360–$425/hour for actuarial consultants; $360/hour for non-actuarial consultants; $175–$315/hour for actuarial analysts; $600–$1,100 per optional valuation run; $600 per supplemental year-end calculation
Contract type
FINANCIAL_SERVICES
Contract term
Effective July 1, 2026; services cover valuation dates from January 1, 2025 through December 31, 2028; Agreement terminates December 31, 2028
Renewal date
2028-12-31
Renewal
Agreement term runs through December 31, 2028 and may be terminated earlier by Pennsylvania Trust with 30 days’ written notice for nonpayment or material breach. Hourly rates are reset each January 1 and may increase by no more than 5% per year; future renewals or extensions beyond 2028 would require a new written agreement.
Document type
Agreement
Source document
Great Valley School District GASB 75 Valuation and Related Services Agreement 2026-07-01

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Wallingford-Swarthmore School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01
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Wallingford-Swarthmore SD, PennsylvaniaFee schedule by group size and complexity; First cycle: $3,925–$9,175; Second cycle: $4,150–$9,700; optional services $600–$1,100 per run and $600 per calculation; hourly rates $175–$425Jul 1, 2026
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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Great Valley SD?

Pennsylvania Trust was awarded this financial services contract by Great Valley SD, as recorded on July 1, 2026. The contract value is $3,925–$9,175 per two-year cycle (2025–2026); $4,150–$9,700 per two-year cycle (2027–2028); $360–$425/hour for actuarial consultants; $360/hour for non-actuarial consultants; $175–$315/hour for actuarial analysts; $600–$1,100 per optional valuation run; $600 per supplemental year-end calculation.

How much is the Pennsylvania Trust contract with Great Valley SD worth?

The Pennsylvania Trust contract with Great Valley SD is valued at $3,925–$9,175 per two-year cycle (2025–2026); $4,150–$9,700 per two-year cycle (2027–2028); $360–$425/hour for actuarial consultants; $360/hour for non-actuarial consultants; $175–$315/hour for actuarial analysts; $600–$1,100 per optional valuation run; $600 per supplemental year-end calculation, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Great Valley School District GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Great Valley SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pennsylvania Trust hold?

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

View Pennsylvania Trust's profile

What is Great Valley SD currently buying?

Explore Great Valley SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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