Contracts/ Transactional/ Charter School

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You can download from the links below many of the forms we regularly use in the School District’s contracting processes. If you have questions about these processes or are unable to access a document via a link, please call the Office of General Counsel at (215) 400-4120. If you have a problem with a contractor performing services on an existing contract, please call Robert Biron at (215) 400-5820


All organizations contracting with the District on or after July 1, 2020 must create a profile in the District’s Oracle Supplier Portal. For more information, click here.


For contract forms please go here.

Real Property Matters

The Office of Real Property Management manages the acquisition, disposition and leasing of facilities for the School District of Philadelphia. The Office of General Counsel assists the Office of Real Property Management in negotiating and preparing the required legal documents for the acquisition, disposition and leasing of facilities. Questions regarding Real Property matters should be directed to the following:

* Leases and License Agreements related to non-charter schools – Laurie Reilly, Esq. (215) 400-6352

* Leases and License Agreement related to charter schools – Elizabeth Gutman, Esq. (215) 400-5154

Limited Contracts (Up to $20,000)

For contracts in which the School District spends up to $20,000.00, generally you will not need to prepare an Board of Education Action Item to approve the contact (except if you must ratify a contract, that is, ask the Board of Education to approve it after work begins). The Limited Contract Review Committee has the job of approving proposed contracts expending up to $20,000.00 (the Committee has no authority from the Board of Education to ratify a contract, however). In order to have a proposed limited contract approved, you must submit to the Committee a completed Limited Contract Form with three signatures (your signature, the contractor’s signature and the signature of your Assistant Superintendent, Chief, or Chief’s Designee), the Limited Contract Information Sheet and other supporting documents. You must submit an insurance certificate (ACORD form) and all required background checks, as well as any approvals required to spend grant funds.

Agreement for Services (Over $20,000)

In order to prepare a contract over $20,000.00, you must first prepare an Action Item for Board of Education consideration. Once the Board of Education has approved your Action Item, you must work with the Office of General Counsel to prepare the Agreement for Services (or if applicable, a Standard Amendment Agreement) which includes the Agreement for Services, the action item, the Statement (the description) of the Work, the Budget, and any other required documents.

Grant-Funded Contracts and Subaward Agreements

Grant-funded contracts and subawards must comply with the applicable grant requirements and state and federal regulations, in addition to the School District’s Board authorization and procurement policies. Please refer to the Office of Grant Compliance and Fiscal Services Policies and Procedures for more information about grant-funded contracts, including GP0600: Subgrantee Identification and Monitoring and GP1700: Contracted Services for Grant Funded Programs.

If you have questions about a specific agreement, please reach out to Lindsey Johnson, Assistant General Counsel.

Memorandum of Understanding

In order to accept outside programs or services at no cost to a school or the School District, please complete a Memorandum of Understanding. While the Office of General Counsel recommends that clients obtain Action Items approved by the Board of Education whenever feasible, and we may direct you to do so in a specific case. We customarily do not require separate Action Items to accept programs and services at no cost to the School District that are valued up to $100,000.00. See Policy 702. A Memorandum of Understanding has three (3) parts: (a) the Memorandum of Understanding, (b) a Statement of Work attached as Exhibit “A” that describes the Provider’s Work, program or services, and (c) the Memorandum of Understanding Standard Terms and Conditions attached as Exhibit “B”.

Please call or e-mail us whenever you have a question, comment or concern regarding these forms.

Student Funds Contracts
Addendum for Student Funds Contracts

Use this form to contract for things like proms, class trips or events, yearbooks, class rings or photography – expenditures, that is, from the school’s student funds account(s). In order to contract to spend such funds, take the form of agreement provided by the vendor, verify that the terms of the deal (price, date, description of the work or services) are acceptable to you, complete the Addendum, staple it to the vendor’s form of agreement, have the vendor sign both, and have the principal of the school sign both. The Office of General Counsel will be glad to review such contracts. To spend student funds, please refer to Policy 618. You do not need a Board of Education resolution (24 P.S. Sec. 5-511(d)).

For proms and other events, please read the vendor’s agreement carefully. These agreements typically provide for the forfeiture of the fee to the vendor if the school cancels the event before its scheduled date. Schools need to be aware of these clauses and plan accordingly.

Note: the School District pays for graduations with school funds, not student funds. Please contact the Office of General Counsel (Paul McCarthy, 215-400-5177) for assistance with graduation contracts.