CONSULTINGAPPROVED

Wallingford-Swarthmore SD Awards Consulting Contract to Pennsylvania Trust (July 2026)

Wallingford-Swarthmore School District entered into an agreement with Pennsylvania Trust effective July 1, 2026 for GASB 75 actuarial valuation and related consulting services through December 31, 2028. Fees are structured by participant group size and complexity across two valuation cycles, with additional optional and hourly-based services available.

Status
APPROVED
Document date
July 1, 2026
Contract type
CONSULTING
Vendor
Pennsylvania Trust
Agency
Wallingford-Swarthmore SD · PA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract amount
Fee schedule per Exhibit A; hourly rates $175–$425 per Exhibit B; cycle-based fees ranging from $3,925 to $9,175 for 1/1/2025–12/31/2026 and $4,150 to $9,700 for 1/1/2027–12/31/2028, plus optional services $600–$1,100 per run and $600 per calculation
Contract type
CONSULTING
Contract term
Effective July 1, 2026 through December 31, 2028; covers valuation dates from January 1, 2025 to December 31, 2028
Renewal date
2028-12-31
Renewal
Agreement term runs through December 31, 2028 and covers two two-year valuation cycles for dates 1/1/2025–12/31/2026 and 1/1/2027–12/31/2028. Future changes in fees for hourly services are capped at 5% per year; no automatic renewal is stated.
Document type
Agreement
Source document
Wallingford-Swarthmore School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01

Related contracts

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APPROVED
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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 consulting contract by Wallingford-Swarthmore SD?

Pennsylvania Trust was awarded this consulting contract by Wallingford-Swarthmore SD, as recorded on July 1, 2026. The contract value is Fee schedule per Exhibit A; hourly rates $175–$425 per Exhibit B; cycle-based fees ranging from $3,925 to $9,175 for 1/1/2025–12/31/2026 and $4,150 to $9,700 for 1/1/2027–12/31/2028, plus optional services $600–$1,100 per run and $600 per calculation.

How much is the Pennsylvania Trust contract with Wallingford-Swarthmore SD worth?

The Pennsylvania Trust contract with Wallingford-Swarthmore SD is valued at Fee schedule per Exhibit A; hourly rates $175–$425 per Exhibit B; cycle-based fees ranging from $3,925 to $9,175 for 1/1/2025–12/31/2026 and $4,150 to $9,700 for 1/1/2027–12/31/2028, plus optional services $600–$1,100 per run and $600 per calculation, covering consulting work.

What type of contract is this?

This is a Consulting contract, documented as a agreement record.

Where was this contract approved?

This contract appears in Wallingford-Swarthmore School District Agreement GASB 75 Valuation and Related Services Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Wallingford-Swarthmore 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 Wallingford-Swarthmore SD currently buying?

Explore Wallingford-Swarthmore SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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