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MSBA Update


Chapter 208 of the Acts of 2004 created an independent public Authority, ... SPED instruction conducted in converted storage closets. Classes held on auditorium stage ... – PowerPoint PPT presentation

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Title: MSBA Update

  • MSBA Update

Treasurer Tim Cahill, Chair Katherine Craven,
Executive Director
  • Chapter 208 of the Acts of 2004 created an
    independent public Authority, comprised of a 7
    member board, chaired by State Treasurer Tim
    Cahill, ending the former School Building
    Assistance Program administered by the Department
    of Education.
  • The Authority is charged with
  • Succeeding to the powers of the Department of
    Education, inheriting approximately 11 Billion
    in outstanding payments for 1156 projects
    authorized under the former SBA program
  • Achieving the effective management, planning and
    financial sustainability of the school building
    assistance program
  • Revising regulations for a new program of grants
    for school renovation and construction projects
    subject to the availability of funds and a
    statutory cap, beginning in FY08

First 3 Years Significant Progress Made
  • MSBAs accomplishments to date
  • Made over 5.5 Billion in payments to cities,
    towns, and regional school districts
  • Under the former program, the state would have
    taken decades to make most of these payments
  • Of the 428 projects on the Waiting List
  • 380 projects have received a payment or have been
    completely paid off
  • 30 audits are in process, 20 projects have still
    not started, 9 projects were removed under the
    Grant Conversion Program
  • Substantially completed over 700 audits of the
    800 audit backlog inherited from the former
    program. The completed audits have
  • Saved the taxpayers of Massachusetts over 700
  • Generated 2.1 Billion in avoided local interest
  • Completed first ever capital survey of 1,817
    schools in the Commonwealth
  • Completed most comprehensive revision of program
    regulations in 60 years
  • Developed and implemented a pay-as-you-build
    Progress Payment System for projects. The new
    Progress Payment System
  • Provides municipalities with much needed cash
    flow as projects are built
  • Reduces the amount of debt a city, town or
    regional school district needs to issue

Sales Tax Dedicated to the MSBAs School
Renovation and Construction Program
  • The Commonwealth has dedicated 1 cent of the
    statewide 5 cent sales tax to the MSBA for the
    school renovation and construction grant program
  • The 1 cent is phased-in through fiscal year 2011
    with a guaranteed minimum amount through fiscal
    year 2009
  • During a period when many other programs have
    been cut or level funded, the Commonwealth has
    dedicated, on average, an additional 76 Million
    per year for the school renovation and
    construction program.

The Authoritys Finance Plan
  • Fund Waiting List
  • 5.5 billion between fiscal years 2006 and 2011

( in millions)
  • Fund Prior Grants
  • 5.1 billion from 2005 to 2023

Completion of a final audit is necessary to
complete payments on Waiting List projects and to
determine actual annual payment amounts on Prior
  • Fund New Grants beginning in fiscal year 2008
  • Capped by law at the lesser of (i) 500 million
    per year growing at rate of growth of the MSBAs
    portion of the sales tax up to 4.5 annually or
    (ii) the availability of funds
  • This allows for a 2.5B New Program, Five Year
    Capital Pipeline

Sales Tax Funding Capacity
Sales Tax Growth Trend
New SBA program has finite budget
All of the Authoritys revenue is being committed
to the following types of payments Prior Grant
projects, debt service, operations of the
authority and eventually the new program.
The New Process
The MSBAs enabling statute places tremendous
emphasis on planning, due diligence and
prioritization of scarce Authority resources.
The statute and MSBA regulations also require
collaboration between local districts and the
MSBA during all phases of the process.
  • 1. Identify the Problem
  • Local community identifies deficiencies in school
    facilities through the Statement of Interest
  • 2. Validate the Problem
  • MSBA and local community work together to
    validate deficiencies identified
  • Requires the MSBA and the city, town or regional
    school district to agree on the problem
  • 3. Evaluation of potential solutions
  • MSBA and local community work in collaboration to
    identify potential solutions
  • Solution must fit within the MSBAs available
    funding, long-term capital plan and will be
    prioritized based on the priorities established
    in G.L. c.70B s.8
  • 4. Confirm the solution
  • MSBA and local community agree on solution and
    appropriate course of action
  • 5. Implement the agreed upon solution
  • MSBA and local community continue collaboration
    through design and construction

Summary of 2007/2008 SOI Submissions
  • 423 Statements of Interest (SOI) submitted
  • 163 different districts represented
  • Asked each district to prioritize ONE project
  • All other SOI are still in our system, unless you
    tell us otherwise (all hold and district
    non-prioritized SOI need refreshing)
  • Senior Studies completed for most priority
  • Planning and Regionalization DistrictsTechnical
  • Currently working with Districts to get through
    all District priorities

2008/2009 Statement of Interest Process
  • MSBA needs updated and additional detailed
  • Ask for more information and verifications from
    the Districts
  • Ask for the GOALS of any project from the
    Districts perspective
  • Ask whether the District is requesting a REPAIR
    or MAJOR project
  • Requesting a refresher look by the Districts at
    non-prioritized SOI from 2007-2008
  • Any changes in SOI require local process
    including school committee and city council,
    board of selectmen, mayor approval

Statement of Interest Submissions by Month
Statement of Interest Submissions by Month
  • Or, how does MSBA choose which projects proceed
    vs. another?

SOI Diagnostic Process Overview
  • Based on lessons learned from the Waiting List
    projects, each district was required to choose
    one priority on which the MSBA would focus the
    diagnostic process
  • Diagnostic analysis by the MSBA includes
  • Review of the SOI
  • Meeting with local officials
  • Site visits to assess overcrowding
  • Facility assessments
  • Senior studies
  • Review of historical enrollment trends and
  • Review of educational programs

SOI Use of Tools for Diagnostic Overview
  • Needs Survey from 2005 is reference only
  • All decisions are made based upon a Senior
    Study and current visit
  • Needs Survey will be updated and refreshed this
    coming year
  • All funding decisions are based upon current
    Senior Study data in addition to peer group

Senior Study - Overview
  • Efficient, cost effective diagnostic tool used to
    evaluate SOI
  • Each study team composed of an MSBA staff member
    and two senior architects with extensive
    knowledge of building systems and educational
  • Studies examine both facility condition and
    programmatic issues
  • Identify goals and concerns of the school
  • Evaluate physical condition of the facility,
    including major building systems (building
    envelope, HVAC, electrical distribution, interior
  • Assess overcrowding or capacity issues
  • Determine ability of the facility to support the
    required educational program
  • Assess design factors such as availability of
    natural light which make a schools environment
    conducive to learning
  • Examine site considerations
  • Evaluate school districts routine and capital
    maintenance programs
  • Results summarized in concise report format
    permitting review and comparison of numerous SOI

Assessment Criteria
  • Building Condition
  • Building exhibits signs of moderate to severe
    deficiencies in multiple building systems such
    as roofing system, façade, windows and doors,
    heating and ventilation systems, and electrical
    distribution system.
  • These deficiencies adversely impact the school
    facilitys ability to support the delivery of the
    educational program.
  • Building Capacity
  • Building exhibits signs of moderate to severe
    overcrowding including excessive class sizes,
    inadequate number of classrooms, high number of
    cafeteria seatings, and conversion of
    non-educational space to educational uses.
  • These conditions adversely impact the school
    facilitys ability to support the delivery of the
    educational program.
  • Educational Program
  • The ability to support the required educational
    program is adversely impacted by building
    condition and/or capacity, including use of
    inadequate spaces for the delivery of educational
  • Structural Deficiency
  • Building has clearly documented structural
    deficiencies that pose an immediate risk to
    health and safety of building occupants.

Senior Study Summary of Results
  • Since July, 2007 Senior Studies have been
    conducted on 132 schools
  • Meetings at MSBA have been held with most of
    these districts
  • MSBA is gearing up to start this process all over
    again for new SOI
  • Provide MSBA with a comparative tool for
    classifying priority SOI
  • Created a practical knowledge base
  • Many schools are functional but tired
  • Worn interior finishes
  • Aging mechanical systems
  • Lack technology
  • Some schools are overcrowded or cannot support
    the required educational program
  • SPED instruction conducted in converted storage
  • Classes held on auditorium stage
  • Modulars used for 10 years to capacity
  • Cafeterias with 5 or 6 lunch seatings
  • PE conducted in corridors
  • Wide disparity in level of locally supported
    capital improvements (roofs, windows and
    mechanical systems)

On line Enrollment Forecasting Tool
  • The MSBA has developed an Enrollment Forecasting
    tool that is available on-line which can be
    accessed via the MSBA website (www.MassSchoolBuild
  • The Enrollment Forecasting tool is intended to
    standardize the compilation of enrollment
    projection data by using the same approach for
    projecting enrollment for all districts based on
    a professionally developed modified cohort
    survival methodology
  • The basic premise of the cohort survival method
    is that the past is a reasonable predictor of the
  • Year-to-year cohort survival rations account for
    the net effects of factors such as in/out
    migration, student retention rates, new home
    construction, etc
  • Model allows districts to provide data on
    significant local changes that would impact
    historical cohort survival ratios such as major
    employer moving in/out, opening/closing of
    private/charter schools, open space being
    developed, etc.
  • This system can be used by districts at no cost
    to generate draft enrollment projections.
  • Districts will be need to fill out an Enrollment
    Questionnaire which asks for some very basic and
    limited data on current year enrollments, housing
    permits, and birth data.
  • If a district intends to submit a Statement of
    Interest (SOI) and cite enrollment related
    priorities 2, 4 or 6, then the district must
    transmit their enrollment data to the MSBA via
    the Enrollment Forecasting tool.

MSBA Categorization/ Desired Outcomes
  • MSBA separates all potential projects into the
    following categories
  • Feasibility Invitation Some medium-larger scope
    project will be agreed upon by MSBA and community
    to solve agreed upon facility problem with
    educational impact
  • Preferred Schematic Design Vote to Proceed with
    a focused study on an agreed upon outcome (NEW,
  • Repair Assessment Smaller, targeted projects
    over 250K that will extend useful life of a
    facility (roofs, windows, HVAC)
  • Project Scope Invitation (2007 only) Projects
    that otherwise meet the need and urgency criteria
    established by C70B that commenced between
  • Planning MSBA working with Districts whose
    facility or educational needs and enrollments
    require clarification or solutions are not
    readily apparent. Includes MSBA sharing costs for
    technical services agreed to be necessary.
  • Regionalization Assessment Certain districts
    may lend themselves to mergers with neighbors
    given small and decreasing enrollments and budget
    challenges for capital and operational costs
  • Regional Vocational/Technical HS Non-repair,
    major potential projects which each have unique
    needs and local concerns
  • Hold Community continues to work with MSBA to
    clarify Statements of Interest issues and resolve
    local issues about master planning

MSBA Board Actions 2007/2008
  • Based on the MSBA diagnostic analysis and input
    from the Facilities Assessment Subcommittee, the
    Board took the following actions in FY2007
  • Feasibility Invitation 40
  • Preferred Schematic Option 13
  • Repair Assessment 20
  • Project Scope Invitation 15
  • Planning 13
  • Regionalization Assessment 9
  • Regional Vocational/Technical HS 9
  • Hold 44
  • Total 163

Next Steps Nota Bene
  • Invitation to Collaborate on a Feasibility Study,
    Repair Assessment or Invitation to Collaborate on
    a Project Scope and Budget Conference is not
    approval of a project.
  • The Moratorium ended June 30, 2007. Any city,
    town or regional school district that
    unilaterally proceeds with the design or
    construction of a school facility without the
    MSBA will be ineligible for funding.
  • Moving forward in the process requires
    collaboration with MSBA. To qualify for funding,
    districts must follow MSBA statute and
    regulations which require MSBA collaboration and
    approval at each step of the process.
  • Generally, SOIs placed in the hold category
    require further information or explanation from
    the district to clarify issues identified in the

MSBA Capital Management Process
  • Or, once MSBA votes to proceed with the
    Feasibility Study, what are next steps?

Owners Project Manager Selection
  • Before an architect is selected, Eligible
    Applicant must hire an OPM
  • OPM must be approved by MSBA and contract from
    MSBA must be used
  • MSBA has a model Request for Services, Guidelines
    for Selection, and Standard Contract which
    Eligible Applicants must use when procuring an
  • Local owners MUST designate a point of contact to
    whom OPM reports
  • Monthly reporting and job updates to MSBA
  • OPM works for locals and for MSBA as well!

Owners Project Manager Review Panel
  • Any project over 1.5 Million is required to have
    an Owners Project Manager (OPM). The MSBA must
    approve OPMs for approved school projects that
    exceed the 1.5 Million threshold and may require
    an OPM on certain projects under the threshold.
  • MSBA will require a very comprehensive role for
    the OPM to serve the needs of both the district
    and the MSBA. Scope of services will include
  • Monitoring and reporting on total project budget,
    schedule, cash flow
  • Monitoring and reporting on performance of
    designer and general contractor
  • Facilitation in the resolution of issues between
    the designer and the contractor to prevent
    schedule slippage and cost overruns
  • Providing effective management in field
    supervision of the contractor
  • Conducting a review for constructability, long
    term maintenance and life cycle cost savings
  • Providing representation at project and
    construction meetings
  • Cost estimating and control, schedule analysis,
    quality control, safety
  • Notifying the MSBA and city, town or regional
    school district of defective work
  • Cities, towns and regional school districts must
    conduct a qualifications based selection process
    for selecting an OPM and submit to the MSBA a
    summary of the qualification process, the basis
    of its selection and recommendation to the MSBA
    for approval.
  • The MSBA intends, with the assistance of its OPM
    Review Panel, to focus its review and approval
  • Prior relevant experience of firm, Project
    Director and Project Representative in the
    supervision of projects similar in type, size,
    dollar value and complexity to project being
  • Documentable evidence of past performance -
    number of projects managed, project dollar value,
    number and percentage completed on time, dollar
    value of change orders, safety record and number
    of legal actions
  • Management approach
  • Key Personnel

Initial Project Scope and Budget Conference
  • Meeting to discuss next stepsInvite Everybody!
  • District, OPM, MSBA gather to discuss details of
  • Evaluate what we know about project already and
    determine what new info is necessary to plan the
  • Enrollment and educational plan in the context of
    the District?
  • Site evaluation?
  • Preliminary budget discussion can we afford to
    build it, can you afford to staff, maintain and
    operate it?
  • What is the overall goal of any project and how
    do we achieve it?

Designer Selection Process
  • MSBA assists in drafting advertisement for
  • Responses return to District, who then forwards
    to MSBA
  • DSP meets to rank up to 3 preferred designers
  • Based on qualifications, past performance,
    content of submissions, reference checks and
    other evaluation information on file with DCAMM,
    the MSBA or other agencies.
  • District negotiates with top ranked designer
  • More design contract guidance coming from MSBA
  • Appropriate fees?
  • Scope of work?
  • Design to budget?

Designer Selection Panel
  • The Designer Selection Panel (DSP) was created to
    ensure an impartial and objective designer
    selection process.
  • Any city, town or regional school district
    selected to move forward to the Feasibility Study
    phase of the process with a school renovation or
    construction project estimated to be in excess of
    5 Million, will be required to select a designer
    through the MSBAs Designer Selection Panel.
  • Members of the DSP include 12 permanent members
    recruited from MSBA professional staff and
    independent professional groups and 3 revolving
    members recommended by the school district on a
    project-by-project basis.
  • MSBA and Town/School officials, Bernie Feldstein,
    AIA Emeritus, is Chairman, Mike McKimmey P.E.
    from DCAMM is vice-chairman, Ken Wexler, Gordon
    Borek, Jen Shemowat, Charles Tseckares, David
    Squire very professional board
  • Has met on Putnam Vocational School and Village
    School in Marblehead

Local Votes
  • The MSBA will require a very specific form and
    language for local votes going forward. The
    format of votes must be approved by the MSBA
    prior to adoption.
  • One project One Vote
  • Vote must be a separate, stand alone vote
  • Vote cannot be lumped in with any other school
    facility projects or municipal projects
  • Vote must be project specific and must include
    descriptions of
  • Project Site street location, parcel,
    orientation on parcel where possible
  • Project Scope New, Renovation, Addition,
    Repair, square footage, project components
  • Total Project Costs Local Share, MSBA grant
  • Vote must include language acknowledging that
  • the MSBA grant program is a non-entitlement
  • the MSBA grant program is a discretionary program
    based on need, as determined by the MSBA
  • the school facility that is the site of the
    project will remain in use as an educational
    facility for the instruction of school children
  • any project costs in excess of the MSBA grant are
    the sole responsibility of the city, town or
    regional school district
  • The MSBAs standards for votes apply to any local
    votes that may be required
  • Appropriations Vote
  • Debt Authorization Vote
  • Override Vote (if any)
  • Debt Exclusion Vote (if any)

New Process, New World
  • Feasibility Study or any board approval is never
    final until we verify in writing about the scope,
    budget and schedule.
  • Feasibility Study agreements are based upon base
    rate and will govern the study process
  • If the scope, budget and schedule changes, the
    project will be reviewed.
  • If the budget is exceeded for a project, MSBA may
    require a scale back.
  • Collaborate and we will succeed!

Reimbursements and Payments
  • How much and how do we pay for our share of your

Progress Payments
  • MSBA implemented a Progress Payment System to
    reimburse on a pay-as-you-go (monthly) basis
  • District enters into a Project Funding Agreement
    (PFA) with the Authority
  • System implemented in 2005
  • Authority reviews and audits request for
    reimbursement and disburses States share within
    15 days of request
  • Electronic (web-based) system implemented in 2007

Progress Payments
  • Advantages / Benefits
  • Districts dont need to borrow on behalf of the
  • Lower borrowing costs to District and Taxpayers
  • Monthly review and audit process facilitates
    on-going oversight and communications with
  • Final audit process is minimal, but will include
    a site visit at least once
  • Eligibility of costs are ascertained early
  • Forms and cost categories are standardized
  • Electronic system automatically generates forms,
    calculations and reports

Progress Payments Pro-Pay
  • MSBA developed new web-based system (Pro-Pay)
    which communities access to enter cost
    information and request reimbursement
  • MSBA provides training, log-in IDs and on-going
  • District and MSBA access real time information at
    all times

Reimbursement Rates, per C.70B
  • Base rate of 31
  • Ability to Pay Factors
  • EQV Property Wealth 0-28 (SourceDOR)
  • Median Income Comparison 0-12 (SourceDOR)
  • of Students in Federal Free/Reduced Lunch 0-17
    (Source DOE)

Incentive Points
  • 0-2 Maintenance (Below, Avg., Above Avg.)
  • 0-2 Green, Sustainable Design
  • 0-6 Newly formed REGIONAL schools
  • 0-1 CM at Risk
  • 0-5 Major Renovation/Add Reno
  • 0-1/2 for adoption of 40R overlay zoning
  • 0-1 to match local School Facilities Maintenance
  • And other policies being developed

Model Schools
  • Up to 5 extra points for choosing a model school
  • A Model School compresses the design/construction
    schedule and saves cost by utilizing a proven,
    built design
  • Next Steps Negotiating with the selected
    designer for best price and contract
  • Only new cost site adaptation and uniqueness

Scope Items Eligible or Ineligible?
  • Field Houses, Superintendents offices, Swimming
    pools, legal fees, site acquisition/mitigation,
    local permitting, financing costs are not
  • Always check with usnever assume we will pay
  • Policies yet to be determined
  • Turf Fields?
  • Black Box Theaters/Performing Arts Centers?
  • Spaces in excess of our space guidelines?
  • Ill-defined large group or any other
    instructional spaces?
  • Cable TV studios?

MSBA future initiatives.
  • Regulations Updates
  • Task Forces

Recently Proposed MSBA Regulation Changes
  • Space Allowance by Program Activity 2.06 (7)
  • Incorporate actual guidelines for each type of
    classroom square footage into the regulations
  • This clarifies the actual ranges of allowable
    square footage for each type of classroom and
    avoids the problem of rededicating classroom
    space to community, administration, or other
    non-core academic space.
  • Emergency Statement of Interest Process 2.09
  • This proposed regulation establishes a procedure
    for the MSBA to accept an Emergency SOI from an
    Eligible Applicant in the case of an unforeseen,
    extreme facilities failure or fire that causes
    the interruption of occupancy in the school
  • The proposed regulation requires the Applicant to
    demonstrate the educational impact and hardship
    of such facilities failure and provide a
    professional opinion that the event was
    catastrophic and not the result of lack of
    maintenance or neglect.
  • The proposed regulation establishes that the MSBA
    is the payor of last resort once insurance
    proceeds and all other sources are exhausted.
  • The remedy for an Applicant under this process is
    that the MSBA may participate in repairs or
    construction to remedy the failure to achieve the
    same or similar educational conditions in place
    prior to the failure. Any improvements to the
    facility desired by the Applicant beyond
    restoration of the original condition shall be
    considered as part of the regular SOI process.
  • Clarification of MSBA requirements and role of
    school building committee 2.10 (3)
  • This proposed regulation clarifies the existing
    regulation regarding the composition and
    responsibilities of school building committees,
    at the request of many school districts.
  • Feasibility Study Reimbursement Rate 2.10 (8)
  • Clarification of MSBA share of Feasibility Study
    reimbursement rate based upon base rate and
    community wealth factors.
  • At the point when a feasibility study is agreed
    upon by the District and the MSBA, the eligible
    incentive points are unknown. Therefore, this
    proposed regulation change clarifies the amount
    for local taxpayers regarding how much the MSBA
    will reimburse for the feasibility study to not
    include potential incentive points.
  • Incentive Points for Newly Configured Regional
    School District Membership 2.18 (6)
  • The proposed regulation would provide the MSBA
    board the flexibility to allow the allocation of
    up to 3 of the 4 incentive percentage points
    available for Alternatives to Construction and up
    to 3 points available for Innovative Community
    Use toward districts that consolidate and create
    a new regional district and apply for the
    reimbursement of a new or renovated school that
    serves the newly created regional district which
    contemplates awarding funds for school facilities
    solutions where construction has been avoided.

  • Maintenance
  • Science Labs
  • Technology
  • Vocational Technical High Schools
  • Regionalization
  • Owners Project Managers
  • Construction Contract Documents

Task Forces
  • Goal is to advise the MSBA on recommendations
  • a system to ascertain what defines excellent,
    good or poor maintenance of school buildings
  • compile resources on best practices to assist
    districts achieve excellent maintenance
  • how to promote excellent maintenance practices
    for school facilities throughout the Commonwealth
    to preserve the billions of dollars in school
    facility investments made to date.

Science Labs
  • Goal is to advise the MSBA on recommendations
  • design standards that meet the minimum DESE
    educational requirements for model new and
    renovated science labs for middle schools and
    high schools.
  • a design guide of the efficient and cost
    effective layouts of science labs for new
    buildings and standards for fittings, fixtures
    and equipment.

  • Goal is to advise the MSBA on recommendations
  • standards and best practices for incorporating
    technology in elementary, middle and high
  • explore issues such as model technology plans for
    new or retrofitted schools how best to encourage
    districts to utilize the E-rate program (Federal
    grants of up to 90 for installation of computer
    cabling and switches), research different
    philosophies, equipment, and teacher development
    necessary for the implementation of technology in

Vocational Technical High Schools
  • Goal is to advise the MSBA on recommendations
  • assessment criteria for vocational and technical
    high schools and how these criteria can be
    applied by the MSBA in the evaluation of
    individual schools.

Vocational Technical High Schools
  • Meeting Target Date 3rd week of September
  • Presentation by Barry Bluestone and Andrew Sum on
    new Manufacturing data how does this apply to
    your district, specifically?

Vocational Technical High Schools
  • The MSBAs initial assessment would include
    analysis of
  • The specific SOI
  • Available reports (e.g., EQA report, NEASC
    report, local school committee reports, etc.) on
    the specific school
  • Total current enrollment and enrollment and
    graduation placement ratios in the various career
  • The curriculum and c. 74 approved programs a
    comparison curriculum to related job
    opportunities in the regional job market.
  • Historic and current budget for the specific

Vocational Technical High Schools
  • Renewed energy and emphasis on voc tech
  • Strengths are similar
  • Problems are similar
  • Demand is high for your graduates
  • Demand is high for upgrading your facilities

Vocational Technical High Schools
  • Renewed energy and emphasis on voc tech
  • Strengths are similar
  • Problems are similar
  • Demand is high for your graduates
  • Demand is high for upgrading your facilities

Vocational Technical High Schools
  • MSBA Success Stories
  • Putnam Voc School 125M
  • Essex Aggie/North Shore Voc state-MSBA-new
    regional district agreement
  • Shawsheen Voc Tech 2.1M in new program

Vocational Technical High Schools
  • Next Steps
  • Listen to youwhat are your needs?
  • Face the Brutal Facts
  • In a world of limited resources, how do we target
    our resources best for you?
  • Partnerships with local businesses?
  • Updated/New SOIs due Nov 15
  • Evaluate them the same

  • Goal is to advise the MSBA on recommendations
  • incentives that would encourage the formation of
    regional school districts.

Owners Project Managers
  • Goal is to advise the MSBA on recommendations
  • the appropriate scope of services and level of
    effort required to manage various categories of
    MSBA-assisted school projects
  • the appropriate level and structure of fees
    associated with the required scope and level of
  • delineating the roles and responsibilities of the
    OPM, designer, contractor and commissioning agent
  • additional training for OPMs, in areas such as
    cost estimating, schedule compliance,
    standardized reporting and payments

Construction Contract Documents
Construction Contract Documents
  • Goal is to advise the MSBA on recommendations for
    key provisions necessary in construction
    documents to
  • ensure best contracting practices to control
    costs and schedule, minimize claims, maximize
    safety and quality construction and
  • protect the interests of the Districts and the
  • the implementation of model provisions and/or
    standard documents that may include bid and bond
    forms, general conditions and general

40 Broad Street, 5th Floor Boston , MA
02109 Phone 617-720-4466Fax 617-720-5260
Questions? Brian McLaughlin brian.mclaughlin_at_mass
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