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It explains how the District proceeds after MSBA Board approval, the roles of key participants, and the required schematic design submittal process through the Owner’s Project Manager (OPM). 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Goldberg James A. MacDonald Mary L. Pichetti\u003Cbr>Chairman, State Treasurer Chief Executive Officer Executive Director / Deputy CEO\u003Cbr>Module 4\u003Cbr>Schematic Design\u003Cbr>July 2024 |\n\nINTRODUCTION  \nModule 4 – Schematic Design:  \nIf the District has completed all tasks defined in Module 1 – Eligibility Period, Module 2 – Forming the Project Team, and Module 3 – Feasibility Study and received approval from the MSBA’s Board of Directors (the “Board”) to proceed into Schematic Design the District may now proceed with Schematic Design as outlined in this Module. Module 4 – Schematic Design is one of nine modules developed by the Massachusetts School Building Authority (“MSBA”) that are intended to provide a guide to the procedures and approvals needed to work collaboratively with the MSBA. The “Core Program Overview”and listing of nine modules is provided in Appendix 4A for reference.  \nWelcome to Module 4 – Schematic Design  \nDuring Schematic Design, the District and its team collaborate with the MSBA to develop a robust schematic design of sufficient detail to establish the scope, budget, and schedule upon which to evaluate the basis for a proposed project, secure approval of the Proposed Project by the Board, receive Department of Elementary and Secondary Education approval of the Proposed Project for delivery of the District’s special educational program, and obtain local authorization and financial support.  \nModule 4 begins with the Board’s approval of the District’s preferred solution and concludes with the Board’s authorization of the MSBA’s Executive Director to enter into a Project Scope and Budget Agreement and a Project Funding Agreement with the District for a specific project scope, budget and schedule. See this Module for additional detail.  \nModule 4 has been provided as a general guide for Districts and their teams to plan their work in a collaborative effort in accordance w ith the M SBA’s procedures and requirements. This Module is not intended to replace and/ or supersede MSBA regulations, agreements, or the services required by the Ow ner’s Project Manager (“OPM ”) and/ or Designer contracts. The Designer and OPM each shall be solely responsible for performing the services required by its contract w ith the District, respectively, and nothing in this Module shall be construed as relieving the Designer or OPM from its duties and responsibilities.  \nSchematic Design Participants should include, at a minimum, the following:  \n• The School Building Committee, as presented by the District and approved by the MSBA in its School Building Committee Approval form, along with elected officials and other District representatives that the District determines are necessary to demonstrate the educational and financial support of the city, town, or regional school district for the Proposed Project.  \n• The Owner’s Project Manager,(“OPM”) as selected by the District and approved by the MSBA in accordance with MSBA regulations and policies.  \n• The Designer, as selected locally by the District and approved by the MSBA for projects under $5 million, or as selected through the MSBA’s Designer Selection Panel for projects over $5 million.  \n• The MSBA, through the assigned MSBA Project Manager and Project Coordinator.  \nSchematic Design Submittal Procedures  \nAll documents and materials submitted to the MSBA during the course of Schematic Design must be transmitted by the OPM. The OPM is required to compile and coordinate all submittals, including those items required to be provided by the OPM and also those required to be provided by the Designer and/or the District.  \nFor each submittal to the MSBA, the Designer and District must transmit the required materials to the OPM. The OPM shall compile the submittal with the items indicated in the Designer and OPM Contracts, confirm that the District’s School Building Committee has officially approved the submittal, and verify its completeness and conformity to ","cbCaiglYmoqhrZXl","https://ap.wps.com/l/cbCaiglYmoqhrZXl","pdf",1197963,35,"English","# Introduction\n## Module 4 - Schematic Design overview\n# Schematic Design participants\n## Roles and responsibilities\n# Schematic Design submittal procedures\n## Transmission and cover letter certification\n## Schematic Design submittal package requirements\n# Table of Contents\n## 4.0 Schematic Design\n## 4.1 Schematic Design Submittal\n## 4.2 Review and Approval of Schematic Design Submittal\n## 4.3 Conclusion of Module 4","[{\"question\":\"What triggers a District’s start of Module 4 - Schematic Design?\",\"answer\":\"The District must complete Modules 1 through 3 and receive approval from the MSBA Board of Directors to proceed into Schematic Design.\"},{\"question\":\"Who is responsible for transmitting schematic design documents to the MSBA?\",\"answer\":\"The Owner’s Project Manager (OPM) must transmit all documents and materials submitted to the MSBA during Schematic Design.\"},{\"question\":\"What must be included in the Schematic Design submittal package?\",\"answer\":\"The District must submit one binder containing required materials, including one set of Schematic Design Drawings (not exceeding 18” x 24”), one Schematic Design Project Manual, and one PDF electronic file.\"}]","Module 4 - Schematic Design Guidelines | PDF",1789168001]