Completing a Memorandum of Understanding (MOU)

Before you get started:

Read the FAQs to learn more about completing an MOU!  

Check with the appropriate SFUSD contact to clarify your services and proposed locations. 

Use these resources to avoid delays:

• Our Step by Step Guide provides instructions, examples and screenshots that walk you through the process.
• Avoid the Top Five Reasons MOUs Are Delayed:

1. Insurance certificate is missing required coverage - including full coverage for sexual misconduct.
2. The program description doesn’t clearly explain how services will be provided, or contradicts other details in the form.
3. MOU names inappropriate SFUSD contact or administrator.

• Check these scenarios for providing services & confirm the forms you'll need.

Confirm the timeline & deadlines for submitting MOUs. 

• The Board of Education has one business meeting each month, and does not conduct a business meeting in July. The calendar for fall is pending.
• The deadline has passed to submit a new Proposed MOU for approval at the Board's June meeting.  
• Be sure to allow at least one week for your proposed MOU to be reviewed and revised as needed, before we send you the PDF ready for signatures.

Check this list to clarify the term for an existing MOU (including when it will, or if it did, expire).

• Check the tab for MOUs in Process to see which are pending approval by the Board of Education.
• The list of MOUs includes links to the online platform to view details about services, including the locations!  
• Here’s how to create a user account to see online MOUs, if you don't already have a user / member account.

Find PDFs of Executed MOUs:

• Folders are organized by the Board of Education meetings where they were approved.

Service providers may add or change locations being served through an existing MOU (which does not require approval by the Board of Education). 

• Request that change by submitting a “Case” to us through the online system.   
• See the Step by Step Guide for detailed instructions on how to request changes to the locations on your MOU.

➪  Before you add or change locations for your MOU, be sure to check in with the SFUSD administrator who will need to approve the changes to your MOU.

 COVID safety guidelines.

• All service providers are responsible for complying with San Francisco Department of Public Health (SFDPH) guidelines for schools, childcare and youth programs.  

• SFDPH recently updated their isolation and quarantine guidelines to align with guidance shared by the California Department of Public Health.

• Masking continues to be recommended but not required at all district schools and work sites.

• Find updated guidelines at SFUSD's Health & Safety Guidelines website.

• SFUSD's MOU terms for FY23-24 no longer require in-person service providers to certify they are fully vaccinated against COVID-19. 

• These requirements could change at any time as the State of California & San Francisco Department of Public Health revise COVID guidelines based on public health conditions.  Find current information at SFUSD's Health & Safety Guidelines website.

Access to confidential student information is limited by federal law.  Be sure to read SFUSD's guidelines for sharing student data.

SFUSD's templates for parent/guardian consent, and for requesting student data (in multiple languages).

SFUSD template to request Directory Information for students/families.

Service providers who access student data must complete the Oath of Confidentiality (which service providers must keep on file)

Requirements have changed!   DCYF grantees need an MOU with SFUSD only when providing services at a school site (in person) or through a school (if providing services virtually). 

Read the updated FAQs with common questions for DCYF grantees.

Check out these scenarios for providing services & clarify which forms you'll need.

See the short deck:  MOUs 101 for DCYF Grantees

Already have a login to the ExCEL / QAP platform in Salesforce?  How to create your MOU login.

Here's the video from a "MOU How-To's" workshop on July 7, 2021 - including questions asked by participants.

Check out other short videos that show you how to:

• Create an account in the new platform
• Find existing MOUs and data about services provided by community partners
• Get started on a new MOU.

See what’s new with MOU terms for fiscal / school year 2022-23.

Read the standard MOU terms and conditions before you sign the MOU!

Check this flow chart to identify other forms you might need when providing services at SFUSD schools.

Review this flow chart to determine which permit(s) you need to use or provide services at SFUSD facilities

Learn more about using or renting SFUSD facilities. 

Apply for a Facility Use Permit through SFUSD's Real Estate office.

SFUSD prioritizes the wellbeing of our students and their families!  Service providers must follow SFUSD's Wellness & Nutrition Guidelines when providing snacks, refreshments and meals.  See www.sfusd.edu/bewell

Organizations providing food and/or beverages to students more than once a week as part of their programs must complete this Food Providers Application.