Policies, Forms and Guidelines

The MSBA works in partnership with cities, towns and regional school districts across the Commonwealth to fund the most educationally appropriate and fiscally responsible solutions to school building deficiencies. As part of that collaboration, the MSBA provides districts with valuable resources, including model procurement documents for districts to use when procuring a designer or owner’s project manager ("OPM"), standard contracts for districts to use when contracting with a designer or OPM, and model vote language to use for local votes.

In this section you will find those resources along with the MSBA’s enabling legislation, regulations, guidelines and policies. We hope that these documents will be helpful resources for local leaders and district officials, as well as those simply looking to learn more about the MSBA.

Guidelines and Policies

• Reimbursement Rate Calculations
  • Methodology for the Allocation of Renovation/Reuse Incentive Points
  • Reimbursement Rate Policy - DOR and DESE Data Update
• Site Cost Allowance Guidelines
• MSBA Closing School Bulletin
• Energy Saving Contracts
• Space Summary Templates
• Total Project Budget Template

Eligibility Period - Prerequisite Forms

• School Building Committee Form
• Initial Compliance Certification
• Maintenance and Capital Planning

Design Submission Review Comment Templates

• Design Development
• 60% Construction Document
• 90% Construction Document
• Designer Evaluation Notification Form
• State Site Permit Tracking Worksheet (refer to Project Advisory 88)

Budget Revision Request Forms

• Feasibility Study Agreement Budget Revision Request Form
• Project Funding Agreement Budget Revision Request Form

Closeout Audit Forms

• MSBA Pre-Closeout Questionnaire (New or Add/Reno projects)
• MSBA Closeout Questionnaire (All Repair Projects)
• MSBA Final Request and Certificate for Reimbursement (All Projects)
• MSBA Commissioning Certificate of Completion - Non-Repairs (for Projects having a 10 mo. Cx re-inspection)
• MSBA Commissioning Certificate of Completion - Accelerated/Green Repairs (for Projects NOT having a 10 mo. Cx re-inspection)
• MSBA Certificate of Green Schools Program Achievement (For Projects pursuing NE-CHPS or LEED designation)
• MSBA Milestone Schedule (New or Add/Reno projects)
• MSBA Sources and Uses Form (All Projects)

*Additional forms may be sent to the District for completion of the Closeout Audit Process.

Science Labs

• Review and Recommendations of Best Practices for K-12 STEM Learning Spaces - 2018
• Science Lab Guidelines
• Science Lab Guideline Presentation
• Science Lab Prototypical Plans

Green Schools INFORMATION

• Sustainable Building Design Guidelines and Policy Recommendations
• Project Advisory 81
• LEED for Schools Information
• Northeast Collaborative for High Performance Schools (NE-CHPS) Information