MSBA Update

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• MSBA Update

Treasurer Tim Cahill, Chair Katherine Craven,
Executive Director
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• 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

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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
  Million
• Generated 2.1 Billion in avoided local interest
  costs
• 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

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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.

Guaranteed
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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
Grants.

• 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

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Sales Tax Funding Capacity
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Sales Tax Growth Trend
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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.
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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
  process
• 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

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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
  projects
• Planning and Regionalization DistrictsTechnical
  Assistance
• Currently working with Districts to get through
  all District priorities

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2008/2009 Statement of Interest Process

• NEW SUBMISSIONS CLOSE NOVEMBER 15, 2008
• NEW PROCESS, LESSONS LEARNED
• MSBA needs updated and additional detailed
  information
• 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

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Statement of Interest Submissions by Month
Statement of Interest Submissions by Month
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MSBA DIAGNOSTIC PROCESS

• Or, how does MSBA choose which projects proceed
  vs. another?

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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
  forecasts
• Review of educational programs

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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
  analysis

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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
  programs
• Studies examine both facility condition and
  programmatic issues
• Identify goals and concerns of the school
  district
• Evaluate physical condition of the facility,
  including major building systems (building
  envelope, HVAC, electrical distribution, interior
  finishes)
• 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

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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
  programs.
• Structural Deficiency
• Building has clearly documented structural
  deficiencies that pose an immediate risk to
  health and safety of building occupants.

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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
  closets
• 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)

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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
  ings.org)
• 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
  future
• 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.

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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,
  RENO, REPAIR)
• 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
  2003-2007
• 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

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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

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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
  SOI.

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MSBA Capital Management Process
______________________________________

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

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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
  OPM
• 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!

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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
  on
• 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
  considered.
• 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

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Initial Project Scope and Budget Conference

• Meeting to discuss next stepsInvite Everybody!
• District, OPM, MSBA gather to discuss details of
  project
• Evaluate what we know about project already and
  determine what new info is necessary to plan the
  project
• 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?

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Designer Selection Process

• MSBA assists in drafting advertisement for
  architect
• 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?

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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

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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
  program
• 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)

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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!

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Reimbursements and Payments

• How much and how do we pay for our share of your
  school?

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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

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Progress Payments

• Advantages / Benefits
• Districts dont need to borrow on behalf of the
  State
• Lower borrowing costs to District and Taxpayers
• Monthly review and audit process facilitates
  on-going oversight and communications with
  District
• 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

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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
  support
• District and MSBA access real time information at
  all times

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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)

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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
  Trust
• And other policies being developed

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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
  administration
• Only new cost site adaptation and uniqueness
  factor

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Scope Items Eligible or Ineligible?

• Field Houses, Superintendents offices, Swimming
  pools, legal fees, site acquisition/mitigation,
  local permitting, financing costs are not
  eligible
• 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?

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MSBA future initiatives.

• Regulations Updates
• Task Forces

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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
  (6)
• 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
  building.
• 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.

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

Task Forces
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Maintenance

• Goal is to advise the MSBA on recommendations
  for
• 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.

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Science Labs

• Goal is to advise the MSBA on recommendations
  for
• 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.

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Technology

• Goal is to advise the MSBA on recommendations
  for
• standards and best practices for incorporating
  technology in elementary, middle and high
  schools.
• 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
  schools.

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Vocational Technical High Schools

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

46
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?

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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
  programs
• 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
  school

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Vocational Technical High Schools

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

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Vocational Technical High Schools

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

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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

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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

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Regionalization

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

53
Owners Project Managers

• Goal is to advise the MSBA on recommendations
  for
• 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
  services
• 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

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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
  MSBA
• the implementation of model provisions and/or
  standard documents that may include bid and bond
  forms, general conditions and general
  requirements.

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02109 Phone [phone]Fax [phone]
http//www.massschoolbuildings.org
Questions? Brian McLaughlin brian.mclaughlin_at_mass
schoolbuildings.org