FINANCIAL_SERVICESAPPROVED

Bucks County IU 22 Awards Financial Services Contract to Pennsylvania Trust (July 2026)

Bucks County Intermediate Unit entered into an agreement with Pennsylvania Trust for GASB 75 actuarial valuation and related consulting services for valuation dates from January 1, 2025 through December 31, 2028. Fees are based on group size and plan complexity, with two two-year valuation cycles and additional optional services available at stated hourly rates.

Status
APPROVED
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pennsylvania Trust
Agency
Bucks County IU 22 · 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), plus hourly optional/additional services
Contract type
FINANCIAL_SERVICES
Contract term
January 1, 2025 – December 31, 2028; Agreement effective July 1, 2026 and terminating December 31, 2028, covering valuation dates from January 1, 2025 to December 31, 2028
Renewal date
2028-12-31
Renewal
Agreement term is fixed through December 31, 2028 and covers two GASB 75 two-year valuation cycles with fees set by grids for 2025–2026 and 2027–2028; hourly rates are updated annually and may increase up to 5% per year. No explicit auto-renewal is stated; any extension beyond 2028 would require a new agreement or amendment.
Document type
Agreement
Source document
Bucks County Intermediate Unit 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
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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
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Pocono Mountain School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01
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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 Bucks County IU 22?

Pennsylvania Trust was awarded this financial services contract by Bucks County IU 22, 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), plus hourly optional/additional services.

How much is the Pennsylvania Trust contract with Bucks County IU 22 worth?

The Pennsylvania Trust contract with Bucks County IU 22 is valued at $3,925–$9,175 per two-year cycle (2025–2026), $4,150–$9,700 per two-year cycle (2027–2028), plus hourly optional/additional services, 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 Bucks County Intermediate Unit Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Bucks County IU 22. 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 Bucks County IU 22 currently buying?

Explore Bucks County IU 22's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Bucks County IU 22's profile

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