Completing a Memorandum of Understanding (MOU)

MOU timelines & procedures.

MOU forms for FY24-25: Coming Soon!

  • Thinking about next year?  We are working to update MOU forms for Fiscal Year 2024-25, as well as some functions in the online system.   We anticipate these will be ready by late March.  

  • Please note we will not consider MOUs for school year 2024-25 before these updates are completed.

To complete an MOU for the current school year:  

Allow at least a week for us to review a proposed MOU & identify any revisions before we send you the PDF for signatures. 

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How does it work? FAQs, Step by Step guide, and tips to avoid delays.

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:

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

Timelines & deadlines for MOU approval

Confirm the timeline & deadlines for submitting MOUs. 

  • The Board of Education has one business meeting each month - and these deadlines are not flexible.
  • Be sure to allow at least one week for us to review and revise your proposed MOU if needed, before we send you the PDF ready for signatures.
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Confirm the status of an MOU

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.

Adding / changing schools on an approved MOU

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 Vaccination Requirements & Safety Protocols for In-Person Services

 COVID safety guidelines.

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

Requesting Student Data?

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)

Resources for Navigating the Process

Programs funded by the Dept. of Children, Youth & Families (DCYF)

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.

Videos to help you navigate the system

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.

Know What You're Signing!

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!

Forms you might need for programs or services at SFUSD schools.

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

Facility Use Permits

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.

 

Providing Food and/or Beverages to Students & Families

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.   

 

This page was last updated on February 2, 2024