Advisory for Municipalities and Other Public Awarding Authorities Using Energy Broker Services, October 2016  pdf format of Energy Broker Services Advisory, October 2016

  • The Office reviewed the relationships between public awarding authorities and the energy professionals those entities pay to assist with the purchase of electricity and natural gas for public facilities.  In conducting this review, the Office found that many public awarding authorities are not employing a competitive process to procure energy professionals, are failing to adequately monitor payment to energy professionals, and are automatically renewing contracts with energy professionals without an adequate assessment of the services provided.  As a result, the Office made numerous recommendations, including that public awarding authorities use a competitive process to procure energy professionals, keep detailed records of services performed by and payments made to these professionals, and attempt to negotiate the rate at which these professionals are paid.

Charts on Procurement Procedures Effective November 7, 2016  pdf format of Charts on Procurement Procedures Effective 11-7-2016 
docx format of                             Charts on Procurement Procedures Effective 11-7-2016

The Office of the Inspector General created the charts as a guide on public procurement procedures that must be followed pursuant to the Massachusetts General Laws. Your jurisdiction may establish stricter or additional requirements that you must follow.  Contact your chief procurement officer or legal counsel for advice on your jurisdiction's rules and procurement procedures. 

Charts on Local Public Procurement Procedures Effective Until November 7, 2016  pdf format of Charts on Local Public Procurement Procedures
doc format of                             Charts on Local Public Procurement Procedures

The Office of the Inspector General procurement charts are to be used by local officials as a guide to public procurement procedures in effect until November 7, 2016.

School Bus Bid Pricing Forms & Sample Fuel Adjustment Clauses  pdf format of School Bus Bid Pricing Forms & Fuel Adjustment Clause

Sample school bus bid forms and sample fuel adjustment clauses.

Municipal Fuel Management Advisory  pdf format of Municipal Fuel Management Advisory

This advisory assist municipalities in preventing and detecting fraud, waste, and abuse in the use of fuel for motor vehicle fleets. The advisory is review of municipal fuel management systems and audits and findings from around the nation.

Advisory for the Procurement of Energy Management/Conservation Services  pdf format of Energy Management & Conservation Services

This advisory assists school districts in procuring energy efficiency and conservation consultants. These consultants assist in reducing energy costs through education, training, or other methods that do not involve the purchase or retrofit of equipment, fixtures, or other assets.

Procuring Energy Efficiency and Conservation Consulting Services: Advisory for School Business Officials and Other Procurement Officials, September 2009

The Office of the Inspector General is issuing this advisory to school districts and other entities that are considering procuring the services of energy efficiency and conservation consultants that it is in your best interests to ensure that the promises of savings be verifiable.

Advisory on Municipal Golf Course Management Contracts  pdf format of Advisory on Municipal Golf Course Management Contracts

This advisory based on review of contracts pertaining to the 63 municipal golf courses in the Commonwealth. To determine if the municipalities were operating golf courses sound business practices and fair share of golf course revenue.

A Local Official's Guide to Procuring & Administering Audit Services (Update-12/07)  pdf format of Guide to Procuring & Administering Audit Services

This guide helps local officials understand the procurement for hiring Certified Public Accountants. This revised version of A Local Official's Guide to Procuring and Administering Audit Services. 

A Local Official's Guide to Procuring & Administering Audit Services, May 2004  pdf format of Guide to Procuring & Administering Audit Services

This guide help local officials understand the procurement rules for hiring Certified Public Accountants. May 2004

eProcurement: Chapter 30B & Online Auctions  pdf format of eProcurement: Chapter 30B & Online Auctions

This advisory provides guidance on disposing of surplus supplies through online auctions while complying with Massachusetts General Law Chapter 30B, the Uniform Procurement Act. 

Model Designer Selection Procedures for Municipalities and Other Local Public Agencies

The Designer Selection Law requires municipalities and other local public agencies to adopt written designer selection procedures, which must be used when contracting for design services for any building construction, reconstruction, alteration, remodeling or repair project that has an estimated construction cost of more than $100,000 and an estimated design fee of $10,000 or more.

Advisory to Local Officials: Computer Usage Policies  pdf format of Advisory to Local Officials: Computer Usage Policies

This advisory helps local officials understand the importance of appropriate computer usage policies for government owned or operated computers. 

Advisory to Local Officials: Telephone Usage Policies  pdf format of Advisory to Local Officials: Telephone Usage Policies

This advisory helps local officials understand the importance of usage policies for government owned land line and cellular telephones. 

Practical Guide to Drafting Effective Invitations for Bids & Requests for Proposals for Supplies & Services

Refer to the Practical Guide to Drafting Effective Invitation for Bids & Request for Proposals for Supplies & Services to find guidelines and assistance for writing and organizing good, clear invitations for bids (IFBs) and requests for proposals (RFPs) for supplies and services contracts. The Guide provides many samples as a model for preparing your IFB or RFP.

Guide to Bonding Requirements Under Construction Reform  pdf format of Guide to Bonding Requirements Under Construction Reform

This guide helps public officials ensure adequate protection for all public building construction and public works projects through the effective use of construction bonds. 

Guide to Developing & Implementing Fraud Prevention Programs  pdf format of Developing & Implementing Fraud Prevention Programs

This guide helps understand the importance of developing comprehensive fraud prevention policies and programs for each jurisdiction.

Guide to Writing Effective Travel Policies  pdf format of Guide to Writing Effective Travel Policies

This guide helps public officials write effective travel policies and to assist public employees in complying with established travel policies.

Guide to Administering and Complying with Vehicle Management Policies  pdf format of Administer and Comply with Vehicle Management Policies

This is a resource for those municipalities that need to develop policies for fleet administration or who wish to re-examine their current policies.

Banking Services Procurement Guide for Local Government Treasurers  pdf format of Bank Service Procurement for Local Government Treasurer

This guide help local officials understand the procurement rules for obtaining banking services. These procurement rules are listed in Massachusetts General Law Chapter 30B, the Uniform Procurement Act.

M.G.L. c. 30B Advisory: Insurance Consultants Must Be Licensed

This advisory is to make sure insurance consultants are licensed advisers and free from financial ties with insurance brokers.

Chapter 28 School Construction Pilot Program

Chapter 28 of the Acts of 2002 established a two-year pilot program authorizing the six municipalities of Milton, Winchester, Brockton, Everett, Revere, and Waltham to undertake school construction projects without soliciting filed sub-bids under M.G.L. c. 149, §44F.

Recommended Code of Conduct for Public Employees

The Code sets standards of conduct for public employees engaged in official business relationships. We recommend that local jurisdictions adopt the Code to preserve the integrity of business relationships and to maintain the highest level of public confidence in the impartial operation of government.