Module 1 – Eligibility Period


Eligibility Period Up to 270 Days
To further maximize resources, the 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.

A vote of the MSBA Board of Directors to invite a District into the Eligibility Period is based on a review of the District’s Statement of Interest ("SOI") and staff due diligence and recommendation. The vote initiates a 270-day period for the District to complete certain preliminary requirements that include: 1) a certification of the District’s understanding of the grant program rules by executing an Initial Compliance Certification; 2) forming a School Building Committee and submitting the membership to the MSBA for acceptance; 3) completing an Educational Profile Questionnaire to further inform the MSBA’s understanding of the District’s current and proposed educational facilities, teaching methodology, grade configurations and program offerings; 4) a summary of the District’s existing maintenance practices; 5) certification of a design enrollment for the proposed project agreed upon with the MSBA (may not be applicable for Repair Assessments depending on the proposed scope of work); 6) confirmation of community authorization and funding to proceed (see MSBA Vote Requirements); and, 7) execution of the MSBA’s standard Feasibility Study Agreement, which establishes a process for the District to be reimbursed for eligible expenses.

Districts that successfully complete the preliminary requirements to the satisfaction of the MSBA within the 270-day Eligibility Period are eligible to receive an invitation from the MSBA Board of Directors to the Feasibility Study phase. This phase involves the District utilizing MSBA-specific procurement processes and standard Request for Services ("RFS") templates and contracts to procure a team of professionals to work with the District as a proposed project advances through the MSBA grant process as defined in Module 2.

Districts that are able to successfully complete the preliminary requirements in less than 270 days may receive an invitation earlier than 270 days, as determined by the MSBA. An invitation to the Eligibility Period is not an invitation to Feasibility Study and it does not guarantee an invitation to the MSBA’s capital pipeline. Districts that do not successfully complete the preliminary requirements within the 270-day period will have to re-file an SOI during the next open SOI filing period.

The MSBA’s program for school building construction and renovation grants is a non-entitlement competitive grant program. Grants are distributed by the MSBA’s Board of Directors based on need and urgency, as expressed by the District and validated by the MSBA. Submitting an SOI is the critical first step in the MSBA’s program for school building construction and renovation grants.

2017 SOI Process

The 2017 SOI submittal period opened on January 6, 2017. The deadline to file SOIs for consideration in the ARP, which is primarily for the repair and/or replacement of roofs, windows/doors, and/or boilers in an otherwise structurally sound facility ended on February 17, 2017. Given the potential budget impact from the 69 qualifying SOIs filed for the ARP program in 2017, MSBA staff’s recommendation to limit the number of ARP invitations this year for systems of 30 years or more was approved at the May 12, 2017 Board meeting. 36 of the 69 schools for which qualifying SOIs were received were approved at the May 12, 2017 and June 28, 2017 Board meetings.

The 2017 SOI submittal to file SOIs for consideration in the Core Program, which is primarily for projects beyond the scope of ARP, including extensive repairs, renovations, addition/renovations, and new school construction opened on January 6, 2017 and ended Friday, April 7, 2017, with due diligence completed on the 83 submittals.

Recommendation of Senior Study candidates were presented at the June 7, 2017 Facilities Assessment Subcommittee and the June 28, 2017 Board meeting, with visits completed by mid-October 2017.

Recommendations for invitation were presented at the November 29, 2017 Facilities Assessment Subcommittee meeting and anticipated at the December 13, 2017 Board meeting.

8 Districts are participating in Eligibility Period after the December 13, 2017 Board Meeting.

  • Acton-Boxborough, Fitchburg, Gloucester, Lawrence, Nauset, Orange, Springfield, Worcester

At the December 13, 2017 Board Meeting:

  • 15 Districts were recommended to the Board for Invitation to Eligibility Period (Andover, Ashland, Boston, Bristol-Plymouth RVTSD, Greater Fall River RVSD, Groton-Dunstable RSD, Lawrence, Medfield, Northeast Metropolitan RVSD, Randolph, Somerset, Swampscott, Watertown, Wellesley, Westwood)
  • Five districts were recommended to the Board for Invitation to Feasibility Study (Braintree, Easton, Leicester, Rockland, Sharon)