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FW: Penn money for Lea

From : Mitchell, Joann @upenn.edu> Fri, Mar 11, 2022 02:11 PM


Subject : FW: Penn money for Lea 1 attachment
To : @philasd.org
Cc : Grossman, Pam @upenn.edu>, Alicia Prince
@philasd.org>

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Good afternoon,

As requested, the attached letter provides the estimated cash contribution from Penn for
the Lea School for school year 2022-23.

Best,

Joann

============================================
Joann Mitchell
SVP for Institutional Affairs and Chief Diversity Officer
University of Pennsylvania
1 College Hall, Room 100
Philadelphia, PA 19104-6380
(215) 573-

From: "Bieter, Jennifer" @philasd.org>


Date: Thursday, March 10, 2022 at 1:39 PM
To: "Grossman, Pam" @upenn.edu>
Cc: @philasd.org" @philasd.org>, Elizabeth Gutman
@philasd.org>, Aaron Gerwer r@philasd.org>, Joseph' 'D'Alessandro
@philasd.org>, Kelli Bowers @philasd.org>, "Liuzzi, Richard"
@upenn.edu>, William Higgins @philasd.org>
Subject: Re: Penn money for Lea

Hi Pam,

Can you please share the estimate? We are meeting for school budgets this week.

Jen

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From: "Pam Grossman" @upenn.edu>


To: "Jennifer Bieter" @philasd.org>
Cc: "Rahshene' 'Davis-Bowie" @philasd.org>, "Elizabeth Gutman" @philasd.org>,
"Aaron Gerwer" @philasd.org>, "Joseph' 'D'Alessandro" @philasd.org>, "Kelli
Bowers" @philasd.org>, "Richard Liuzzi" @upenn.edu>, "William Higgins"
@philasd.org>
Sent: Friday, February 25, 2022 12:35:21 PM
Subject: Re: Penn money for Lea

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Dear Jen,

Yes, that sounds possible. We will get back to you next week.

all my best,
Pam

Pam Grossman
(she/her)
Dean and George and Diane Weiss Professor of Education
Graduate School of Education
University of Pennsylvania
3700 Walnut Street, Philadelphia PA 19104
215-898-
@upenn.edu

From: Bieter, Jennifer @philasd.org>


Date: Friday, February 25, 2022 at 9:01 AM
To: Grossman, Pam @upenn.edu>
Cc: @philasd.org @philasd.org>, Elizabeth Gutman
@philasd.org>, Aaron Gerwer @philasd.org>, Joseph' 'D'Alessandro
@philasd.org>, Kelli Bowers @philasd.org>, Liuzzi, Richard
@upenn.edu>, William Higgins @philasd.org>
Subject: Re: Penn money for Lea
Great - thank you. In order to be included in our initial school budget planning for next year, we would need
an estimate by March 7th. Is that reasonable?

Jen

From: "Grossman, Pam" @upenn.edu>


To: "Rahshene' 'Davis-Bowie" @philasd.org>
Cc: "Jennifer Bieter" @philasd.org>, "Elizabeth Gutman" @philasd.org>, "Aaron Gerwer"
@philasd.org>, "Joseph' 'D'Alessandro" @philasd.org>, "Kelli Bowers"
@philasd.org>, "Liuzzi, Richard" @upenn.edu>, "William Higgins"
@philasd.org>

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Sent: Thursday, February 24, 2022 3:27:21 PM


Subject: Re: Penn money for Lea

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi, Rahshene and Jen,


Penn is working this through right now and we will be able to give you an estimate soon.
All my best,
Pam Grossman

Sent from my iPhone

On Feb 24, 2022, at 3:06 PM, Rahshene Davis-Bowie @philasd.org> wrote:

Hi Jen,

Adding Aaron and the Penn team to provide answers.

On Thu, Feb 24, 2022 at 2:55 PM Bieter, Jennifer @philasd.org> wrote:


Hi -

Following up to see if you can share the numbers that came of the discussions with Penn
and the principal.

Thanks,
Jen

From: "Rahshene' 'Davis-Bowie" @philasd.org>


To: "Joseph' 'D'Alessandro" @philasd.org>
Cc: "Elizabeth Gutman" @philasd.org>, "Jennifer Bieter" @philasd.org>,
"William Higgins" @philasd.org>, "Kelli Bowers" @philasd.org>
Sent: Friday, February 18, 2022 7:08:40 AM

Subject: Re: Penn money for Lea


Hi Joe,
Dean Grossman of Penn GSE and her team are working on those numbers now, in
conjunction with Principal Gerwer. They should have something by Monday at the latest.

On Fri, Feb 18, 2022 at 6:56 AM D'Alessandro, Joseph @philasd.org> wrote:


I see in the agreement there's no distinction in the coming year between
in-kind and cash of the $800k+ to be provided.

Does anyone have an educated guesstimate of what the cash number will
be? If not, Jen, what cash number are you comfortable loading to the
school budget for the 2022-23 SY?

Joe D'Alessandro, CGMS


Deputy Chief of Grant Compliance and Fiscal Services

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On Sat, Feb 12, 2022 at 8:21 AM D'Alessandro, Joseph


@philasd.org> wrote:
Hello,

I don't have a fully executed agreement. In addition, a portion of the


resources are in-kind services; some in cash. Until those issues are
settled in the agreement between the SDP and Penn, and the school
year the payment of funds is to apply to, nothing can be loaded to the
school budget. I believe Liz Gutman in Legal is working on the
agreement.

Joe D'Alessandro, CGMS


Deputy Chief of Grant Compliance and Fiscal Services
School District of Philadelphia
215.400.

From: "Rahshene Davis-Bowie" @philasd.org>


To: "Jennifer Bieter" @philasd.org>
Cc: "jvdalessandro" @philasd.org>, "William Higgins"
@philasd.org>
Sent: Saturday, February 12, 2022 6:43:50 AM
Subject: Re: Penn money for Lea

Thanks Jen.

On Fri, Feb 11, 2022 at 4:28 PM Bieter, Jennifer @philasd.org>


wrote:
Hi Rahshene,

Thanks for reaching out. I am including Joe D'Alessandro and Bill Higgins here so
they can work through getting the money loaded for school budgets.

Jen

From: "Rahshene' 'Davis-Bowie" @philasd.org>


To: "Jennifer Bieter" @philasd.org>
Sent: Friday, February 11, 2022 3:17:07 PM
Subject: Penn money for Lea
Hi Jenn,

I hope this email finds you well. Lea just received board approval for the $4.1 million
dollar grant from UPenn over the next few years. Will this money be loaded prior to
budget? Do you need anything from me or UPenn?

Thank you,
RD
--
Stay safe, social distance, wash hands, and be well,

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Rahshene Davis
Assistant Superintendent
Learning Network Two
NN2 Office: 215-400-
E-mail: @philasd.org
We are all in this together, and we will get through this together because
of our human kindness, and commitment to social justice--not just for the
present but the future.

--
Stay safe, social distance, wash hands, and be well,

Rahshene Davis
Assistant Superintendent
Learning Network Two
NN2 Office: 215-400-
E-mail: @philasd.org
We are all in this together, and we will get through this
together because of our human kindness, and commitment to
social justice--not just for the present but the future.

--
Stay safe, social distance, wash hands, and be well,

Rahshene Davis
Assistant Superintendent
Learning Network Two
NN2 Office: 215-400-
E-mail: @philasd.org
We are all in this together, and we will get through this together
because of our human kindness, and commitment to social
justice--not just for the present but the future.

--
Stay safe, social distance, wash hands, and be well,

Rahshene Davis
Assistant Superintendent
Learning Network Two
NN2 Office: 215-400-
E-mail: @philasd.org
We are all in this together, and we will get through this together because of our

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human kindness, and commitment to social justice--not just for the present but
the future.

--
Stay safe, social distance, wash hands, and be well,

Rahshene Davis
Assistant Superintendent
Learning Network Two
NN2 Office: 215-400-
E-mail: @philasd.org
We are all in this together, and we will get through this together because of our
human kindness, and commitment to social justice--not just for the present but the
future.

Penn_Lea Estimated Contribution 2022_23.pdf


445 KB

RE: Board Approval Action Item

From : Mitchell, Joann @upenn.edu> Mon, Jan 10, 2022 02:10 PM


Subject : RE: Board Approval Action Item
To : Rauch, Lynn @philasd.org>
Cc : Mitchell, Joann @upenn.edu>, Grossman,
Pam @upenn.edu>, Cooper, Jeffrey
@upenn.edu>, Alicia Prince
@philasd.org>, Evelyn Nunez
@philasd.org>

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi Lynn,

Many thanks for the very helpful information provided below. Pam, Jeff, and I have conferred, and
I made a few notes and a small suggestion below. The most important issue is to ensure that it is
clear that, as outlined in the proposal underlying the MOA, a portion of Penn’s grant will be
provided in-kind rather than in cash. David Kahn also will discuss that with Liz as they review her
comments and suggestions regarding the draft MOA. Thanks again for your help during what we

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know is a particularly challenging time. Please let us know if you have any questions or concerns.

All the best,

Joann

From: "Rauch, Lynn" @philasd.org>


Date: Thursday, January 6, 2022 at 6:42 PM
To: "Grossman, Pam" @upenn.edu>
Cc: Alicia Prince @philasd.org>, Joann Mitchell @upenn.edu>, Jeffrey
Cooper @upenn.edu>, Evelyn Nunez @philasd.org>
Subject: Re: Board Approval Action Item

Hi Pam and others. My preliminary responses are in blue below. Apologies for the rushed
reply. I'm between meetings but wanted to get back to you tonight. Please let me know
what you think. Thanks, Lynn

The MOA is referenced as a contract in the announcement. Is there a reason this is


the case? From how I understood the arrangement, it seemed that 'contract' made
sense, but we can restyle it as a Memorandum of Agreement. It would be less
confusing to have the agenda reference the MOA so that it’s clear that there is a
single document being referenced in the event there are questions.
Understanding that the MOA will control commitments, we noted that nothing is
mentioned about SDP commitments (e.g., for staffing). Why is that the case? We
referred to District support more generally to be more encompassing but inclusive of
staffing in the sentence "Primary operating support for Lea will be provided by the
District, including support of personnel..." Staffing costs generally come out of our
personnel budget, which does not need separate authorization in this action item.
But I get where you're coming from and will see where we can add something more
specific. This seems fine. We may need to adjust the language in the agenda to
make clear that a portion of Penn’s contribution will be in the form of services
provided by individuals who are paid by Penn – e.g., Caroline Watts and Rich Luizzi –
as well as by waiving charges and fees for items for which the University would
generally be compensated. Could the agenda item and the MOA be modified to
reflect that the “total grant committed by Penn is $816,000, a portion of which will
be in-kind services”?
Also, we still have not heard anything from the SDP OGC team about the MOA.
Could you facilitate a response from their Office ASAP? Liz Gutman, who I believe
worked on the Penn Alexander agreement, is assigned. I expect her to be in touch
shortly. Thanks! Liz has been in touch with David. I understand that she has some
questions that need to be addressed. We would like to ensure that any issues –
particularly as they relate to Penn’s contribution – are resolved before the agenda is
published.
Will this be the only approval needed from the School Board? If not, what are the
next steps? From what I understand of the arrangement, I expect this is the only
Board approval that will be needed for us to enter into the agreement. We have a
standing monthly board action item for personnel hires, so if we fill a position to

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support the work at Lea, that individual would be included as a matter of course. If
we need to enter into a contract with another vendor to procure goods and services
in connection with the work, we may need to go to the Board for authorization of
that separately in the future as part of our standard procedures. Thanks, this
information is very helpful.
Is it possible to have the agenda item reflect that the contribution (language we’d
prefer to “grant”) is contingent upon successfully meeting the agreed upon
milestones in the out years? This not a typical "grant" acceptance situation given the
level of mutual promises being made which is why I used "funding contribution." I
can probably change it to "grant contribution" or "grant funding". We can probably
change the title to something like Memorandum of Agreement with Penn and PFT
with Grant Contribution (approx. $4,082,500) from Penn. Thanks, I think this is fine
as long as it’s clear that a portion of the Penn contribution will be in-kind rather than
cash. This will become especially important when invoices are being submitted for
payments at the end of the academic year.
One small suggestion. The agenda indicates that reports will be submitted on
June 1st. We believe it would be helpful to have the due date for reports be no
earlier than June 30th so that activity for the entire academic year that is the subject
of the report can be included.

From: "Grossman, Pam" @upenn.edu>


To: "Alicia Prince" @philasd.org>, "Joann Mitchell" @upenn.edu>
Cc: "Cooper, Jeffrey" @upenn.edu>, "Evelyn Nunez" @philasd.org>,
"Rauch, Lynn" @philasd.org>
Sent: Thursday, January 6, 2022 1:59:37 PM
Subject: Re: Board Approval Action Item

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Dear Alicia,

Thank you so much for your response and for waiting until next Friday to post the agenda item.
Also, thank you for looping in the General Counsel to weigh in on the MOU. I’m excited to see the
progress we’ve made this week on moving this forward.

All my best,
Pam

Pam Grossman
(she/her)
Dean and George and Diane Weiss Professor of Education
Graduate School of Education
University of Pennsylvania
3700 Walnut Street, Philadelphia PA 19104

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215-898-
@upenn.edu

From: Alicia Prince @philasd.org>


Date: Thursday, January 6, 2022 at 1:57 PM
To: Joann Mitchell @upenn.edu>
Cc: Jeffrey Cooper @upenn.edu>, Evelyn Nunez @philasd.org>,
"Grossman, Pam" @upenn.edu>, "Rauch, Lynn" @philasd.org>
Subject: Re: Board Approval Action Item

Hi Joann-
Thank you. I will hold until next Friday.

I am adding in our General Counsel who drafted this item and who can also provide an
update on status of our agreement.

Lynn- can you please follow up on the questions.

I will have an update on the communications by EOD

Thank you!

On Thu, Jan 6, 2022 at 12:36 PM Mitchell, Joann @upenn.edu> wrote:

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Good morning,

We would like to have a public posting of the agenda item deferred until at least next
Tuesday to give the principal time to communicate to parents and families. Aaron sent
the attached current draft to the SDP communications office. Any word on whether it
was approved? If so, he can send it tomorrow and then the announcement will not be a
surprise to key constituents. I will also send it to Jerry for his input since the PFT is
listed and ask for his feedback ASAP. I will contact him again and ask for his edits to the
announcement and agenda item by Friday.

We also have a few questions about the text—

The MOA is referenced as a contract in the announcement. Is there a reason this


is the case?
Understanding that the MOA will control commitments, we noted that nothing is
mentioned about SDP commitments (e.g., for staffing). Why is that the case?
Also, we still have not heard anything from the SDP OGC team about the MOA.

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Could you facilitate a response from their Office ASAP?


Will this be the only approval needed from the School Board? If not, what are the
next steps?
Is it possible to have the agenda item reflect that the contribution (language we’d
prefer to “grant”) is contingent upon successfully meeting the agreed upon
milestones in the out years?

Best,

Joann

From: Alicia Prince @philasd.org>


Sent: Thursday, January 06, 2022 12:10 PM
To: Mitchell, Joann @upenn.edu>
Cc: Cooper, Jeffrey @upenn.edu>; Evelyn Nunez @philasd.org>;
Grossman, Pam @upenn.edu>
Subject: Re: Board Approval Action Item

Good Afternoon All-


Just following up if you have any questions and when we think that we could tell the
Board that they can post this item publicly?

Best,
Alicia

On Wed, Jan 5, 2022 at 6:41 PM Alicia Prince @philasd.org> wrote:


Sorry about that.

Please see attached.

Alicia

On Wed, Jan 5, 2022 at 5:09 PM Mitchell, Joann @upenn.edu> wrote:

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi Alicia,

I didn’t receive the attachment. Could you re-send it please?

Thanks,

Joann

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From: Alicia Prince @philasd.org>


Sent: Wednesday, January 05, 2022 5:02 PM
To: Mitchell, Joann @upenn.edu>; Grossman, Pam
@upenn.edu>; Cooper, Jeffrey @upenn.edu>; Evelyn Nunez
@philasd.org>
Subject: Board Approval Action Item

Good Afternoon-

Attached please find the action item that we plan to submit to the Board for
approval.

Please let me know if you have any questions. When do we expect we can publicly
share this item with the Board?

Best,
Alicia

--
Alicia M. Prince
Chief of Staff
The School District of Philadelphia | Office of the Superintendent
440 N. Broad Street | Suite 301 | Philadelphia, PA 19130
Phone: 215-400-

"Be Part of the Progress"

RE: Board Approval Action Item

From : Mitchell, Joann @upenn.edu> Thu, Jan 06, 2022 12:36 PM


Subject : RE: Board Approval Action Item 1 attachment
To : Alicia Prince @philasd.org>
Cc : Cooper, Jeffrey @upenn.edu>, Evelyn Nunez
@philasd.org>, Grossman, Pam
@upenn.edu>

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Good morning,

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We would like to have a public posting of the agenda item deferred until at least next
Tuesday to give the principal time to communicate to parents and families. Aaron sent the
attached current draft to the SDP communications office. Any word on whether it was
approved? If so, he can send it tomorrow and then the announcement will not be a
surprise to key constituents. I will also send it to Jerry for his input since the PFT is listed
and ask for his feedback ASAP. I will contact him again and ask for his edits to the
announcement and agenda item by Friday.

We also have a few questions about the text—


The MOA is referenced as a contract in the announcement. Is there a reason this is
the case?
Understanding that the MOA will control commitments, we noted that nothing is
mentioned about SDP commitments (e.g., for staffing). Why is that the case? Also,
we still have not heard anything from the SDP OGC team about the MOA. Could you
facilitate a response from their Office ASAP?
Will this be the only approval needed from the School Board? If not, what are the
next steps?
Is it possible to have the agenda item reflect that the contribution (language we’d
prefer to “grant”) is contingent upon successfully meeting the agreed upon
milestones in the out years?

Best,

Joann

From: Alicia Prince @philasd.org>


Sent: Thursday, January 06, 2022 12:10 PM
To: Mitchell, Joann @upenn.edu>
Cc: Cooper, Jeffrey @upenn.edu>; Evelyn Nunez @philasd.org>;
Grossman, Pam @upenn.edu>
Subject: Re: Board Approval Action Item

Good Afternoon All-


Just following up if you have any questions and when we think that we could tell the Board
that they can post this item publicly?

Best,
Alicia

On Wed, Jan 5, 2022 at 6:41 PM Alicia Prince @philasd.org> wrote:


Sorry about that.

Please see attached.

Alicia

On Wed, Jan 5, 2022 at 5:09 PM Mitchell, Joann @upenn.edu> wrote:

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DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi Alicia,

I didn’t receive the attachment. Could you re-send it please?

Thanks,

Joann

From: Alicia Prince @philasd.org>


Sent: Wednesday, January 05, 2022 5:02 PM
To: Mitchell, Joann @upenn.edu>; Grossman, Pam
@upenn.edu>; Cooper, Jeffrey @upenn.edu>; Evelyn Nunez
@philasd.org>
Subject: Board Approval Action Item

Good Afternoon-

Attached please find the action item that we plan to submit to the Board for
approval.

Please let me know if you have any questions. When do we expect we can publicly
share this item with the Board?

Best,
Alicia

--
Alicia M. Prince
Chief of Staff
The School District of Philadelphia | Office of the Superintendent
440 N. Broad Street | Suite 301 | Philadelphia, PA 19130
Phone: 215-400-

"Be Part of the Progress"

Revised Letter_Lea-Penn Partnership Agreement_Families Staff Partners


1-4-22.docx
63 KB

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The update item is attached.

Thank you,
Alicia

On Thu, Jan 13, 2022 at 8:21 AM Mitchell, Joann @upenn.edu> wrote:

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi,

Had not been aware that any of our requested changes were made. Could we have a
copy of the updated draft? Also, could the reference to “projected enrollment of 550
students be omitted”? The contribution is time-limited, but not based on enrollment
numbers. I will call you shortly after 5 today.

Best,

Joann

From: Alicia Prince @philasd.org>


Sent: Thursday, January 13, 2022 8:12 AM
To: Mitchell, Joann @upenn.edu>
Subject: Re: Checking In

Thanks, Joann.

Those changes have been made and now read: Penn contribution: Penn will be
making a total grant commitment valued at $816,500, per academic year based on
SY2022 current projected enrollment of 550 students for five (5) years, totaling
$4,082,500, a portion of which will be in the form of in-kind services.

I am happy to do sometime after 5 today. Please call me at your convenience.

Alicia
215-284-

On Thu, Jan 13, 2022 at 8:03 AM Mitchell, Joann @upenn.edu> wrote:

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

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Hi,

I am happy to talk, but am already booked this morning. I can talk after 5. Please let
me know what works best for you. There are still some outstanding issues regarding
the text of the agenda item. I’ve pasted my note from earlier this week below. If we
could discuss these issues this afternoon, that would be helpful.

Best.

Joann

From: Mitchell, Joann


Sent: Monday, January 10, 2022 2:11 PM
To: Rauch, Lynn @philasd.org
Cc: Mitchell, Joann @upenn.edu; Grossman, Pam @upenn.edu;
Cooper, Jeffrey @upenn.edu; Alicia Prince @philasd.org; Evelyn
Nunez @philasd.org
Subject: RE: Board Approval Action Item

Hi Lynn,

Many thanks for the very helpful information provided below. Pam, Jeff, and I have conferred,
and I made a few notes and a small suggestion below. The most important issue is to ensure
that it is clear that, as outlined in the proposal underlying the MOA, a portion of Penn’s grant
will be provided in-kind rather than in cash. David Kahn also will discuss that with Liz as they
review her comments and suggestions regarding the draft MOA. Thanks again for your help
during what we know is a particularly challenging time. Please let us know if you have any
questions or concerns.

All the best,

Joann

From: "Rauch, Lynn" @philasd.org>


Date: Thursday, January 6, 2022 at 6:42 PM
To: "Grossman, Pam" @upenn.edu>
Cc: Alicia Prince @philasd.org>, Joann Mitchell @upenn.edu>,
Jeffrey Cooper @upenn.edu>, Evelyn Nunez @philasd.org>
Subject: Re: Board Approval Action Item

Hi Pam and others. My preliminary responses are in blue below. Apologies for the
rushed reply. I'm between meetings but wanted to get back to you tonight. Please let
me know what you think. Thanks, Lynn

The MOA is referenced as a contract in the announcement. Is there a reason


this is the case? From how I understood the arrangement, it seemed that

18 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

'contract' made sense, but we can restyle it as a Memorandum of Agreement. It


would be less confusing to have the agenda reference the MOA so that it’s clear
that there is a single document being referenced in the event there are
questions.
Understanding that the MOA will control commitments, we noted that nothing is
mentioned about SDP commitments (e.g., for staffing). Why is that the case?
We referred to District support more generally to be more encompassing but
inclusive of staffing in the sentence "Primary operating support for Lea will be
provided by the District, including support of personnel..." Staffing costs
generally come out of our personnel budget, which does not need separate
authorization in this action item. But I get where you're coming from and will
see where we can add something more specific. This seems fine. We may need
to adjust the language in the agenda to make clear that a portion of Penn’s
contribution will be in the form of services provided by individuals who are paid
by Penn – e.g., Caroline Watts and Rich Luizzi – as well as by waiving charges
and fees for items for which the University would generally be compensated.
Could the agenda item and the MOA be modified to reflect that the “total grant
committed by Penn is $816,000, a portion of which will be in-kind services”?
Also, we still have not heard anything from the SDP OGC team about the MOA.
Could you facilitate a response from their Office ASAP? Liz Gutman, who I
believe worked on the Penn Alexander agreement, is assigned. I expect her to
be in touch shortly. Thanks! Liz has been in touch with David. I understand that
she has some questions that need to be addressed. We would like to ensure
that any issues – particularly as they relate to Penn’s contribution – are resolved
before the agenda is published.
Will this be the only approval needed from the School Board? If not, what are
the next steps? From what I understand of the arrangement, I expect this is the
only Board approval that will be needed for us to enter into the agreement. We
have a standing monthly board action item for personnel hires, so if we fill a
position to support the work at Lea, that individual would be included as a
matter of course. If we need to enter into a contract with another vendor to
procure goods and services in connection with the work, we may need to go to
the Board for authorization of that separately in the future as part of our
standard procedures. Thanks, this information is very helpful.
Is it possible to have the agenda item reflect that the contribution (language
we’d prefer to “grant”) is contingent upon successfully meeting the agreed upon
milestones in the out years? This not a typical "grant" acceptance situation given
the level of mutual promises being made which is why I used "funding
contribution." I can probably change it to "grant contribution" or "grant funding".
We can probably change the title to something like Memorandum of Agreement
with Penn and PFT with Grant Contribution (approx. $4,082,500) from Penn.
Thanks, I think this is fine as long as it’s clear that a portion of the Penn
contribution will be in-kind rather than cash. This will become especially
important when invoices are being submitted for payments at the end of the
academic year.
One small suggestion. The agenda indicates that reports will be submitted
on June 1st. We believe it would be helpful to have the due date for reports be

19 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

no earlier than June 30th so that activity for the entire academic year that is the
subject of the report can be included.

From: Alicia Prince @philasd.org>


Sent: Wednesday, January 12, 2022 9:02 PM
To: Mitchell, Joann @upenn.edu>
Subject: Checking In

Hi Joann-

I wanted to check in with you as Dr. Gutmann shared an email with Dr. Hite that
highlighted many of the things I thought we had discussed and confirmed.

Additionally, I want to confirm that you all are good with us moving forward with
posting this action item publicly on Friday.

Should we do a brief call tomorrow? I make myself available between 9:30-11 or


after 5. I have more flexibility on Friday, if that works better for you.

Best,
Alicia

--
Alicia M. Prince
Chief of Staff
The School District of Philadelphia | Office of the Superintendent
440 N. Broad Street | Suite 301 | Philadelphia, PA 19130
Phone: 215-400-

Part of the Progress"

20220113181258988.pdf
6 MB

RE: Checking In

From : Mitchell, Joann <joannm@upenn.edu> Thu, Jan 13, 2022 05:17 PM


Subject : RE: Checking In

20 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

Hi,

Had not been aware that any of our requested changes were made. Could we have a
copy of the updated draft? Also, could the reference to “projected enrollment of 550
students be omitted”? The contribution is time-limited, but not based on enrollment
numbers. I will call you shortly after 5 today.

Best,

Joann

From: Alicia Prince @philasd.org>


Sent: Thursday, January 13, 2022 8:12 AM
To: Mitchell, Joann @upenn.edu>
Subject: Re: Checking In

Thanks, Joann.

Those changes have been made and now read: Penn contribution: Penn will be
making a total grant commitment valued at $816,500, per academic year based on
SY2022 current projected enrollment of 550 students for five (5) years, totaling
$4,082,500, a portion of which will be in the form of in-kind services.

I am happy to do sometime after 5 today. Please call me at your convenience.

Alicia
215-284-

Thu, Jan 13, 2022 at 8:03 AM Mitchell, Joann <joannm@upenn.edu> wrote:

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi,

I am happy to talk, but am already booked this morning. I can talk after 5. Please let
me know what works best for you. There are still some outstanding issues regarding
the text of the agenda item. I’ve pasted my note from earlier this week below. If we
could discuss these issues this afternoon, that would be helpful.

Best.

Joann

22 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

From: Mitchell, Joann


Sent: Monday, January 10, 2022 2:11 PM
To: Rauch, Lynn @philasd.org
Cc: Mitchell, Joann @upenn.edu; Grossman, Pam @upenn.edu;
Cooper, Jeffrey @upenn.edu; Alicia Prince @philasd.org; Evelyn
Nunez @philasd.org
Subject: RE: Board Approval Action Item

Hi Lynn,

Many thanks for the very helpful information provided below. Pam, Jeff, and I have conferred,
and I made a few notes and a small suggestion below. The most important issue is to ensure
that it is clear that, as outlined in the proposal underlying the MOA, a portion of Penn’s grant
will be provided in-kind rather than in cash. David Kahn also will discuss that with Liz as they
review her comments and suggestions regarding the draft MOA. Thanks again for your help
during what we know is a particularly challenging time. Please let us know if you have any
questions or concerns.

All the best,

Joann

From: "Rauch, Lynn" @philasd.org>


Date: Thursday, January 6, 2022 at 6:42 PM
To: "Grossman, Pam" @upenn.edu>
Cc: Alicia Prince @philasd.org>, Joann Mitchell @upenn.edu>,
Jeffrey Cooper @upenn.edu>, Evelyn Nunez @philasd.org>
Subject: Re: Board Approval Action Item

Hi Pam and others. My preliminary responses are in blue below. Apologies for the
rushed reply. I'm between meetings but wanted to get back to you tonight. Please let
me know what you think. Thanks, Lynn

The MOA is referenced as a contract in the announcement. Is there a reason


this is the case? From how I understood the arrangement, it seemed that
'contract' made sense, but we can restyle it as a Memorandum of Agreement. It
would be less confusing to have the agenda reference the MOA so that it’s clear
that there is a single document being referenced in the event there are
questions.
Understanding that the MOA will control commitments, we noted that nothing is
mentioned about SDP commitments (e.g., for staffing). Why is that the case?
We referred to District support more generally to be more encompassing but
inclusive of staffing in the sentence "Primary operating support for Lea will be
provided by the District, including support of personnel..." Staffing costs
generally come out of our personnel budget, which does not need separate
authorization in this action item. But I get where you're coming from and will
see where we can add something more specific. This seems fine. We may need

23 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

to adjust the language in the agenda to make clear that a portion of Penn’s
contribution will be in the form of services provided by individuals who are paid
by Penn – e.g., Caroline Watts and Rich Luizzi – as well as by waiving charges
and fees for items for which the University would generally be compensated.
Could the agenda item and the MOA be modified to reflect that the “total grant
committed by Penn is $816,000, a portion of which will be in-kind services”?
Also, we still have not heard anything from the SDP OGC team about the MOA.
Could you facilitate a response from their Office ASAP? Liz Gutman, who I
believe worked on the Penn Alexander agreement, is assigned. I expect her to
be in touch shortly. Thanks! Liz has been in touch with David. I understand that
she has some questions that need to be addressed. We would like to ensure
that any issues – particularly as they relate to Penn’s contribution – are resolved
before the agenda is published.
Will this be the only approval needed from the School Board? If not, what are
the next steps? From what I understand of the arrangement, I expect this is the
only Board approval that will be needed for us to enter into the agreement. We
have a standing monthly board action item for personnel hires, so if we fill a
position to support the work at Lea, that individual would be included as a
matter of course. If we need to enter into a contract with another vendor to
procure goods and services in connection with the work, we may need to go to
the Board for authorization of that separately in the future as part of our
standard procedures. Thanks, this information is very helpful.
Is it possible to have the agenda item reflect that the contribution (language
we’d prefer to “grant”) is contingent upon successfully meeting the agreed upon
milestones in the out years? This not a typical "grant" acceptance situation given
the level of mutual promises being made which is why I used "funding
contribution." I can probably change it to "grant contribution" or "grant funding".
We can probably change the title to something like Memorandum of Agreement
with Penn and PFT with Grant Contribution (approx. $4,082,500) from Penn.
Thanks, I think this is fine as long as it’s clear that a portion of the Penn
contribution will be in-kind rather than cash. This will become especially
important when invoices are being submitted for payments at the end of the
academic year.
One small suggestion. The agenda indicates that reports will be submitted
on June 1st. We believe it would be helpful to have the due date for reports be
no earlier than June 30th so that activity for the entire academic year that is the
subject of the report can be included.

From: Alicia Prince @philasd.org>


Sent: Wednesday, January 12, 2022 9:02 PM
To: Mitchell, Joann @upenn.edu>
Subject: Checking In

Hi Joann-

24 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

I wanted to check in with you as Dr. Gutmann shared an email with Dr. Hite that
highlighted many of the things I thought we had discussed and confirmed.

Additionally, I want to confirm that you all are good with us moving forward with
posting this action item publicly on Friday.

Should we do a brief call tomorrow? I make myself available between 9:30-11 or


after 5. I have more flexibility on Friday, if that works better for you.

Best,
Alicia

--
Alicia M. Prince
Chief of Staff
The School District of Philadelphia | Office of the Superintendent
440 N. Broad Street | Suite 301 | Philadelphia, PA 19130
Phone: 215-400-

"Be Part of the Progress"

RE: Checking In

From : Mitchell, Joann @upenn.edu> Thu, Jan 13, 2022 05:04 PM


Subject : RE: Checking In 2 attachments
To : Alicia Prince @philasd.org>

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi,

I have a few questions/comments about the attached. I will call you in about 15 minutes.

Best,

Joann

From: Alicia Prince @philasd.org>

25 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

Sent: Thursday, January 13, 2022 8:26 AM


To: Mitchell, Joann @upenn.edu>
Subject: Re: Checking In

Sure thing.

The update item is attached.

Thank you,
Alicia

On Thu, Jan 13, 2022 at 8:21 AM Mitchell, Joann @upenn.edu> wrote:

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi,

Had not been aware that any of our requested changes were made. Could we have a
copy of the updated draft? Also, could the reference to “projected enrollment of 550
students be omitted”? The contribution is time-limited, but not based on enrollment
numbers. I will call you shortly after 5 today.

Best,

Joann

From: Alicia Prince @philasd.org>


Sent: Thursday, January 13, 2022 8:12 AM
To: Mitchell, Joann @upenn.edu>
Subject: Re: Checking In

Thanks, Joann.

Those changes have been made and now read: Penn contribution: Penn will be
making a total grant commitment valued at $816,500, per academic year based on
SY2022 current projected enrollment of 550 students for five (5) years, totaling
$4,082,500, a portion of which will be in the form of in-kind services.

I am happy to do sometime after 5 today. Please call me at your convenience.

Alicia
215-284-

On Thu, Jan 13, 2022 at 8:03 AM Mitchell, Joann @upenn.edu> wrote:

26 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

WARNING: This message originated from outside the School District of Philadelphia.
DO NOT CLICK links or open attachments unless you recognize the sender and are expecting the email.

Hi,

I am happy to talk, but am already booked this morning. I can talk after 5. Please let
me know what works best for you. There are still some outstanding issues regarding
the text of the agenda item. I’ve pasted my note from earlier this week below. If we
could discuss these issues this afternoon, that would be helpful.

Best.

Joann

From: Mitchell, Joann


Sent: Monday, January 10, 2022 2:11 PM
To: Rauch, Lynn @philasd.org
Cc: Mitchell, Joann @upenn.edu; Grossman, Pam @upenn.edu;
Cooper, Jeffrey @upenn.edu; Alicia Prince @philasd.org; Evelyn
Nunez @philasd.org
Subject: RE: Board Approval Action Item

Hi Lynn,

Many thanks for the very helpful information provided below. Pam, Jeff, and I have conferred,
and I made a few notes and a small suggestion below. The most important issue is to ensure
that it is clear that, as outlined in the proposal underlying the MOA, a portion of Penn’s grant
will be provided in-kind rather than in cash. David Kahn also will discuss that with Liz as they
review her comments and suggestions regarding the draft MOA. Thanks again for your help
during what we know is a particularly challenging time. Please let us know if you have any
questions or concerns.

All the best,

Joann

From: "Rauch, Lynn" @philasd.org>


Date: Thursday, January 6, 2022 at 6:42 PM
To: "Grossman, Pam" @upenn.edu>
Cc: Alicia Prince @philasd.org>, Joann Mitchell @upenn.edu>,
Jeffrey Cooper @upenn.edu>, Evelyn Nunez @philasd.org>
Subject: Re: Board Approval Action Item

Hi Pam and others. My preliminary responses are in blue below. Apologies for the
rushed reply. I'm between meetings but wanted to get back to you tonight. Please let

27 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

me know what you think. Thanks, Lynn

The MOA is referenced as a contract in the announcement. Is there a reason


this is the case? From how I understood the arrangement, it seemed that
'contract' made sense, but we can restyle it as a Memorandum of Agreement. It
would be less confusing to have the agenda reference the MOA so that it’s clear
that there is a single document being referenced in the event there are
questions.
Understanding that the MOA will control commitments, we noted that nothing is
mentioned about SDP commitments (e.g., for staffing). Why is that the case?
We referred to District support more generally to be more encompassing but
inclusive of staffing in the sentence "Primary operating support for Lea will be
provided by the District, including support of personnel..." Staffing costs
generally come out of our personnel budget, which does not need separate
authorization in this action item. But I get where you're coming from and will
see where we can add something more specific. This seems fine. We may need
to adjust the language in the agenda to make clear that a portion of Penn’s
contribution will be in the form of services provided by individuals who are paid
by Penn – e.g., Caroline Watts and Rich Luizzi – as well as by waiving charges
and fees for items for which the University would generally be compensated.
Could the agenda item and the MOA be modified to reflect that the “total grant
committed by Penn is $816,000, a portion of which will be in-kind services”?
Also, we still have not heard anything from the SDP OGC team about the MOA.
Could you facilitate a response from their Office ASAP? Liz Gutman, who I
believe worked on the Penn Alexander agreement, is assigned. I expect her to
be in touch shortly. Thanks! Liz has been in touch with David. I understand that
she has some questions that need to be addressed. We would like to ensure
that any issues – particularly as they relate to Penn’s contribution – are resolved
before the agenda is published.
Will this be the only approval needed from the School Board? If not, what are
the next steps? From what I understand of the arrangement, I expect this is the
only Board approval that will be needed for us to enter into the agreement. We
have a standing monthly board action item for personnel hires, so if we fill a
position to support the work at Lea, that individual would be included as a
matter of course. If we need to enter into a contract with another vendor to
procure goods and services in connection with the work, we may need to go to
the Board for authorization of that separately in the future as part of our
standard procedures. Thanks, this information is very helpful.
Is it possible to have the agenda item reflect that the contribution (language
we’d prefer to “grant”) is contingent upon successfully meeting the agreed upon
milestones in the out years? This not a typical "grant" acceptance situation given
the level of mutual promises being made which is why I used "funding
contribution." I can probably change it to "grant contribution" or "grant funding".
We can probably change the title to something like Memorandum of Agreement
with Penn and PFT with Grant Contribution (approx. $4,082,500) from Penn.
Thanks, I think this is fine as long as it’s clear that a portion of the Penn
contribution will be in-kind rather than cash. This will become especially
important when invoices are being submitted for payments at the end of the

28 of 36 3/15/2023, 12:45 PM
Zimbra https://cc.philasd.org/zimbra/h/printmessage?id=8616b740-7a50-4fe4-a...

academic year.
One small suggestion. The agenda indicates that reports will be submitted
on June 1st. We believe it would be helpful to have the due date for reports be
no earlier than June 30th so that activity for the entire academic year that is the
subject of the report can be included.

From: Alicia Prince @philasd.org>


Sent: Wednesday, January 12, 2022 9:02 PM
To: Mitchell, Joann @upenn.edu>
Subject: Checking In

Hi Joann-

I wanted to check in with you as Dr. Gutmann shared an email with Dr. Hite that
highlighted many of the things I thought we had discussed and confirmed.

Additionally, I want to confirm that you all are good with us moving forward with
posting this action item publicly on Friday.

Should we do a brief call tomorrow? I make myself available between 9:30-11 or


after 5. I have more flexibility on Friday, if that works better for you.

Best,
Alicia

--
Alicia M. Prince
Chief of Staff
The School District of Philadelphia | Office of the Superintendent
440 N. Broad Street | Suite 301 | Philadelphia, PA 19130
Phone: 215-400-

"Be Part of the Progress"

Lea School Agreement draft v.5 SDP ECG comments 1.10.21 (002).docx
58 KB

AgendaItem_(1_13_2022 8_25_45 AM).pdf


59 KB

29 of 36 3/15/2023, 12:45 PM

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