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 Program 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.

 



The Fiscal Year 2014 Statements of Interest (“SOIs”) filing period opened on January 10, 2014. The deadline to file SOIs for consideration in the Accelerated Repair Program (“ARP”) was Friday, February 14, 2014. The MSBA received 119 SOIs, submitted by 60 districts for consideration in the ARP. Invites into the ARP were concluded at the June 4, 2014 Board of Directors Meeting and 37 districts, representing 51 projects, were invited into the Program.
 
The SOI closing date for districts submitting for consideration in the Core Program, which is primarily for projects beyond the scope of Accelerated Repair, including extensive repairs, renovations, addition/renovations, and new school construction, was April 11, 2014. The MSBA received 108 Core Program SOIs. The review process is continuing through the fall.  The MSBA anticipates invites into the Eligibility Period at the Board of Directors meetings in early 2015.
 
Six Districts were participating in the Eligibility Period after the September 24, 2014 Board Meeting.
  • Two Districts have secured funding
  • Four Districts have yet to confirm their dates for action
At the November 19, 2014 Board Meeting:
  • One District, Boston, was invited into the Eligibility Period for the proposed project at Boston Arts Academy
  • One District, Boston, was re-categorized from preferred schematic to conduct a Feasibility Study for the proposed project at the Josiah Quincy Upper School
  • Two Districts were invited to conduct Feasibility Studies (Quincy, Somerville)