1. Steps and Flow August 9, 2006 JH MSBA Procedures Massachusetts School Building Authority
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3. Diagram 1: Statement of Interest (SOI) E. A. E. A. Creates Superintendent MSBA Eligible Applicant Provides Provides Endorses School Committee MSBA Board Certifies Identify Problem (< $250K): Pre-Process + + = Approved SOI: Concept Begins Acknowledgement of SOI-- Formal Letter Creates & Sends Enrollment Projections Preliminary Assessment Needs Survey Initial Compliance Certification Statement of Interest Approval Statement of Interest (SOI) Formal Approval Letter w/ Date Approves Formation of SBC
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5. Diagram 2: Pre-Study Phase SBC Creates & Submits Organizes & Attends Gathers & Submits All 5 Documents MSBA Approves Completes & Submits Design & Educational Program & Budget Statement Provide Input Study Approved Approved SOI Eligible Applicant Eligible Applicant Provides Incorporates Feedback & Completes School Committee Votes, Approves & Submits MSBA Attends Organizes & Submits MSBA MSBA D&EP&B Statement Template MSBA Assigns Facilities Assessor Performs & Submits MSBA Eligible Applicant Provides MSBA EF Master Plan Template Pre-Study Review Meeting Approval for Study Pre-Study Review Report Educational Facilities Master Plan Potential Alternatives List “ Formal Open Meeting” Notification Superintendent School Committee Comprehensive Facilities Assessment
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7. Diagram 3: Study Architect Selection Approves E. A. Designer Selection Panel Prepares & Supplies Prepares & Submits MSBA E. A. Study Architect Contract Template MSBA Supplies MSBA Supplies Organizes Creates E. A. Prepares & Submits Study Architect Approved MSBA Pre-Study Review Report Request for Study Services Contains: CFA & PRR Advertising, Application, Response Templates Study Architect Contract Study Architect Approved List of RFS Responses Architects Ranked List
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9. Procedures Diagram 4: Study Phase Part I E.A. E.A. E.A. Study Architect MSBA Provides MSBA Cost Consultant Enrollment Projections MSBA Prepares & Organizes Creates & Submits MSBA Final Alternative Solutions Study Architect Study Architect Alternative Solution Cost & Program Templates Creates & Submits Approves E.A. Study Phase I Approved Study Architect Collects Participates, Reviews & Approves School Building Committee Assigns Costs, Shortlists & Submits Creates & Provides Existing Conditions Analysis Checklist MSBA Attends School Building Committee Provides Consensus Solution Process Elements: Task List Critical Path Participants Milestones Work Plan Template Work Plan Consensus Solution Design & Educational Program & Budget Statement Consensus Solution Approved Preliminary Alternative Solutions Existing Conditions Analysis Educational Facilities Master Plan Comprehensive Facilities Assessment
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11. Diagram 5: Study Phase Part II Study Architect Organizes Study Architect MSBA MSBA Board Completes 2 & Submits 3 Creates 2 & Submits All 6 Approves & Creates Study Architect Entire Study Phase Approved School Committee Refines Feasibility Study MSBA Concept Design & Specs Feasibility Study Template Provides MSBA Cost & Program Template Provides MSBA Final Scope & Budget Report Template Gathers Submits EA Submits Participate SBC EA Provides MSBA Completes 2 & Submits 2 MSBA Project Study Report MSBA Funding Formula Education Program Design Program Concept Design & Cost Document Approving The Study Final Scope & Budget Conference Final Scope & Budget Report
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13. Diagram 6: Funding Appropriation & Local Authorization (FALA) & Project Appointments E. A. Local Vote Funding Commitment Approves & Executes Drafts Votes Community Relayed Selects Applies IGO Construction Mgr MSBA MSBA Qualified to Perform CM “ @ Risk” Contracts Funding Agreement Proposal MSBA Approves Approves CM procurement Design Architect Owner’s Project Manager Design Phases Commence Approved Study E. A. Selects Appoints E. A. Appointment Contracts Certified Copy of the Vote Project Funding Agreement
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15. Diagram 7: Design Development through Bidding Contract Let Design Phases Commence TCP/ECC Cash Flow Overall Schedule TCP/ECC Cash Flow Overall Schedule TCP/ECC Cash Flow Overall Schedule TCP/ECC Cash Flow Overall Schedule CM OPM MSBA Design Architect SBC Forwards Directs CM OPM MSBA Design Architect SBC Forwards Directs CM OPM MSBA Design Architect SBC Forwards Directs CM OPM MSBA Design Architect SBC Forwards Directs Reports To Reports To Reports To Reports To Approval Approval Approval Approval Schematic Design Design Development Construction Contract Documents Bidding Financial Statement Project Schedule Design Document Financial Statement Project Schedule Design Document Financial Statement Project Schedule Design Document Financial Statement Project Schedule Design Document