Module 1 – Eligibility Period

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.

2015 SOI Process

The 2015 Statements of Interest (”SOI”) process opened on Friday, January 9, 2015.  The deadline to file a SOI for consideration in the Accelerated Repair Program (”ARP”) was Friday, February 13, 2015.  Due to inclement weather, the MSBA extended the deadline for ARP printed SOI material and related vote information to Friday, February 17, 2015.  As of the deadline, the MSBA received 61 SOIs, submitted by 24 districts for consideration into the Program.  Invites into the ARP were concluded at the June 3, 2015 Board of Directors meeting; and 24 districts, representing 44 projects were invited into the Program.

The deadline to file a SOI for consideration in the Core Program, which is primarily for projects beyond the scope of Accelerated Repair, including extensive repairs, renovations, additions/renovations and new school construction, was Friday, April 10, 2015.  As of the deadline, the MSBA received 97 Core Program SOIs.  The review process for these SOIs will last throughout the summer; with invites into Eligibility Period anticipated at the winter 2016 Board of Directors meetings.
16 Districts were participating in the Eligibility Period after the June 3, 2015 Board Meeting.
  • Seven Districts have secured funding
  • Nine Districts have yet to confirm their dates for action
  • All 16 districts have completed their online enrollment projection information
    • Of the 16 districts, three districts have received their enrollment certifications 
At the August 6, 2015 Board meeting:
  • Four of the 16 Districts were invited to conduct Feasibility Studies (Boston, Lynn, Saugus, and Westport)