FINANCIAL_SERVICESAPPROVED

Upper Darby SD Awards Financial Services Contract to Pennsylvania Trust (July 2026)

Upper Darby School District entered into an agreement with Pennsylvania Trust to obtain GASB 75 actuarial valuation and related consulting services for its health and welfare benefit plans. Fees are based on group size and complexity for two valuation cycles from 2025 through 2028, with optional and additional services billed at stated hourly rates, and the Agreement terminates December 31, 2028.

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

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Veritone logo
TerraCycle logo
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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
Fee per Exhibit A grid by group size and complexity; hourly rates per Exhibit B for additional services
Contract type
FINANCIAL_SERVICES
Contract term
January 1, 2025 – December 31, 2028 (valuation dates), Agreement terminates December 31, 2028
Renewal date
2028-12-31
Renewal
Agreement covers valuation dates from January 1, 2025 through December 31, 2028 and terminates automatically on December 31, 2028; any extension or renewal would require a new written agreement. Hourly fee schedules are reset each January 1 and may increase up to 5% per year.
Document type
Agreement
Source document
Upper Darby School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01

Related contracts

Other contracts from Pennsylvania Trust.

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North Allegheny School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01
APPROVED
North Allegheny SD, PennsylvaniaRange from $3,925 to $9,175 per two-year cycle (2025–2026) and $4,150 to $9,700 per two-year cycle (2027–2028), plus hourly rates of $175 to $425 for additional servicesJul 1, 2026
Chambersburg Area School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01
APPROVED
Chambersburg Area SD, Pennsylvania$3,925–$9,175 per two-year cycle (2025–2026); $4,150–$9,700 per two-year cycle (2027–2028); additional hourly fees $175–$425Jul 1, 2026
Hampton Township School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01
APPROVED
Hampton Township SD, PennsylvaniaJul 1, 2026
Pocono Mountain School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01
APPROVED
Pocono Mountain SD, Pennsylvania$3,925–$9,175 per two‑year cycle for 2025–2026; $4,150–$9,700 per two‑year cycle for 2027–2028, plus hourly rates of $175–$425 for additional servicesJul 1, 2026
Butler Area School District Contract GASB 75 Valuation and Related Services Agreement 2026-07-01
APPROVED
Butler Area SD, Pennsylvania$3,925–$9,175 per two‑year cycle for first cycle (2025–2026) depending on group size and complexity; $4,150–$9,700 per two‑year cycle for second cycle (2027–2028) depending on group size and complexity; $600–$1,100 per optional valuation run; $600 per optional supplemental calculation; hourly services at $175–$425 per hour depending on staff roleJul 1, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Upper Darby SD?

Pennsylvania Trust was awarded this financial services contract by Upper Darby SD, as recorded on July 1, 2026.

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 Upper Darby School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Upper Darby 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 Upper Darby SD currently buying?

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

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