DAVID PROUTY HIGH SCHOOL BUILDING PROJECT

MSBA Core Program Process Overview 2022

Eligibility Period - Module One! To further maximize resources, the Massachusetts School Building Authority (MSBA) has formalized and streamlined the beginning of its grant process with the establishment of an Eligibility Period, which has and will continue to result in several benefits to the District and the MSBA. The Eligibility Period assists the MSBA with managing its financial resources by identifying early in the process whether a District is ready to manage and fund a capital project. It will help to determine a District’s financial and community readiness to enter the capital pipeline. It will also assist Districts locally by providing a definitive schedule and identifying needs for planning and budgeting. To learn about the MSBA's expectations of the Eligibility Period, click here.

Forming the Project Team - Module Two! Once all of the Pre-Requisites have been completed to the satisfaction of the MSBA, the District procures the team of professionals utilizing MSBA specific procurement processes and standard Request for Services ("RFS") templates and Contracts to work with the District as the proposed project advances through the MSBA’s grant process.

Feasibility Study - Module Three! Feasibility Study Guidelines

Upon successful conclusion of procurement of Owner's Project Management and Designer services in accordance with the procedures outlined under Module 2 - Forming the Project Team, the District and its team collaborate with the MSBA to document their educational program, generate an initial space summary, document existing conditions, establish design parameters, develop and evaluate alternatives, and recommend the most cost effective and educationally appropriate preferred solution to the MSBA Board of Directors for their consideration. During this phase, the Owner's Project Manager will submit on behalf of the District and its Designer a Preliminary Design Program and a Preferred Schematic Report. Approval by the MSBA Board of Directors is required for all projects to proceed into schematic design. Please refer to Module 4 - Schematic Design for additional information.

The following documents are available to assist the District:

Approval by the MSBA Board of Directors is required for all projects in order to advance the preferred schematic into schematic design.

Schematic Design - Module 4! Schematic Design Guidelines

Based upon the completed Feasibility Study and the steps outlined in Module 3 – Feasibility Study, the District and its team, in collaboration with the MSBA, develop a robust schematic design of sufficient detail to establish the scope, budget and schedule for the Proposed Project. The MSBA generates a Project Scope and Budget Agreement that documents the project scope, budget, schedule and MSBA financial participation to forward to the MSBA Board of Directors for their consideration. Approval by the MSBA Board of Directors is required for all projects in order for the MSBA to enter into a Project Scope and Budget Agreement and a Project Funding Agreement with the District. Refer to Module – 5 Funding the Project for additional information.

The following documents are available to assist the District:

  1. MSBA Space Summary Templates

  2. DESE Template Cover Letter

  3. Special Education Adjacency Table Template

  4. Total Project Budget Template

  5. Schematic Design Submittal Notification Template

  6. Local Actions and Approval Certification Template

  7. Module 4 Completion Checklist

  8. Submittal Dates for Board Meetings

  9. Project Advisory 41

Funding the Project - Module 5!

Based upon the completed Feasibility Study and the steps outlined in Module 4 – Schematic Design, the District and MSBA staff establish and document the project scope, budget, schedule, and MSBA financial participation to forward to the MSBA Board of Directors for their approval. Approval by the MSBA Board of Directors establishes the MSBA participation in the proposed project. Module 5 – Funding the Project provides guidance on MSBA vote language and outlines the steps necessary to be completed by the District to enter into a Project Scope and Budget Agreement and a Project Funding Agreement with the MSBA. The District should utilize the Module 5 – Funding the Project Completion Checklist to ensure that it has completed all steps.

Upon Board approval of a proposed project, the District and the MSBA may enter into a Project Scope and Budget Agreement that defines the project scope, budget, schedule, and potential MSBA participation in the project. Once the District secures community authorization and financial support, the MSBA and the District enter into a Project Funding Agreement, which also defines the scope, budget and schedule for the project. Once a Project Funding Agreement is executed, the District can begin submitting requests for reimbursement to the MSBA for project costs beyond the feasibility study.

Please refer to this letter from the Division of Local Services regarding project cash flows: