Skip to main content
This page, Technical Assistance Projects, is part of
This page, Technical Assistance Projects, is offered by

Technical Assistance Projects

Skip table of contents

Table of Contents

Capital Planning

Granville Capital Planning September 2016 (PDF 895.44 KB)
Newburyport Capital Planning February 2016 (PDF 638.86 KB)
Sudbury Review of Capital Improvement Program April 2020 (PDF 695.39 KB)
Tolland Capital Planning Review February 2020 (PDF 638.75 KB)
Uxbridge Capital Planning Analysis November 2017 (PDF 635.1 KB)

Financial Policies

Barre Financial Policy Manual July 2019 (PDF 1.31 MB)
Carlisle Financial Policies, December 2016 (PDF 633.2 KB)
Charlton Financial Policies February 2017 (PDF 1.3 MB)
Chester Financial Policy Manual June 2020 (PDF 1.02 MB)
Chicopee Financial Policies May 2016 (PDF 674.15 KB)
Clinton Financial Policies September 2020 (PDF 971.36 KB)
Edgartown Financial Policy Manual September 2020 (PDF 1.05 MB)
Great Barrington Financial Policy Manual June 2020 (PDF 968.48 KB)
Hamilton Financial Policy Manual March 2018 (PDF 1.07 MB)
Hardwick Financial Policy Manual November 2017 (PDF 1014.39 KB)
Hatfield Financial Policy Manual October 2017 (PDF 1.21 MB)
Holbrook Financial Policies October 2016 (PDF 667.11 KB)
Holland Financial Policies August 2017 (PDF 1.03 MB)
Ludlow Financial Policy Manual June 2019 (PDF 984.67 KB)
Mansfield Financial Policies November 2015 (PDF 676.51 KB)
Monson Financial Policies December 2020 (PDF 1019.68 KB)
Palmer Financial Policies June 2017 (PDF 916.24 KB)
Plainfield Financial Policy Manual April 2019 (PDF 573.24 KB)
Raynham Financial Policy Manual October 2020 (PDF 952.96 KB)
Rockland Financial Policy Manual December 2020 (PDF 1.04 MB)
Rowley Financial Policy Manual July 2018 (PDF 1.16 MB)
Sandisfield Financial Policy Manual August 2017 (PDF 1.06 MB)
Sandwich Financial Policy Manual August 2017 (PDF 894.57 KB)
South Hadley Financial Policy Manual May 2020 (PDF 993.31 KB)
Spencer Financial Policy Manual August 2017 (PDF 1.21 MB)
Sterling Financial Policy Manual December 2017 (PDF 1.04 MB)
Wareham Financial Policies December 2016 (PDF 977.53 KB)
West Newbury Financial Policy Manual June 2018 (PDF 1.16 MB)
Weymouth Financial Policies October 2016 (PDF 756.75 KB)
Wilbraham Financial Policy Manual November 2019 (PDF 1.15 MB)
Winthrop Financial Policy Manual August 2019 (PDF 941.83 KB)

Financial Management Reviews (Abington to Lynnfield)

Abington Financial Management Review January 2002 (PDF 276.42 KB)
Adams Fiscal Evaluation and Management Review June 2017 (PDF 560.15 KB)
Amesbury Financial Management Review June 2001 (PDF 312.63 KB)
Aquinnah Financial Management Review March 2006 (PDF 141.04 KB)
Ashburnham Financial Management Review February 2009 (PDF 162.2 KB)
Ashby Financial Management Review February 2001 (PDF 2.8 MB)
Ashland Financial Management Review June 2007 (PDF 76.46 KB)
Athol Financial Management Review January 2014 (PDF 252.27 KB)
Auburn Financial Management Review February 2009 (PDF 248.47 KB)
Ayer Financial Management Review May 2007 (PDF 122.12 KB)
Becket Financial Management Review October 2006 (PDF 212.64 KB)
Bellingham Financial Management Review March 2006 (PDF 134.48 KB)
Belmont Financial Management Review August 2011 (PDF 209.1 KB)
Berkley Financial Management Review March 2005 (PDF 132.95 KB)
Bernardston Financial Management Review December 2012 (PDF 338.25 KB)
Blackstone Financial Management Review May 2008 (PDF 139.2 KB)
Blandford Financial Management Review August 2011 (PDF 219.07 KB)
Bolton Financial Management Review March 2000 (PDF 381.2 KB)
Boxborough Financial Management Review June 2001 (PDF 348.78 KB)
Brewster Financial Management Review June 2019 (PDF 698.55 KB)
Bridgewater Financial Management Review September 2008 (PDF 219.38 KB)
Brockton Financial Management Review November 2012 (PDF 272.79 KB)
Brookfield Financial Management Review June 2011 (PDF 170.79 KB)
Canton Financial Management Review April 2007 (PDF 107.44 KB)
Carver Financial Management Review October 2011 (PDF 235.32 KB)
Charlton Financial Management Review October 2003 (PDF 275.21 KB)
Clarksburg Financial Management Review June 2013 (PDF 250.59 KB)
Clinton Financial Management Review September 2007 (PDF 141.52 KB)
Cohasset Financial Management Review February 2013 (PDF 305.01 KB)
Conway Financial Management Review March 2012 (PDF 163.05 KB)
Dartmouth Financial Management Review July 2007 (PDF 125.4 KB)
Douglas Financial Management Review June 2005 (PDF 376.08 KB)
Dover Financial Management Review September 2020 (PDF 539.31 KB)
Dukes County Financial Management Review September 2010 (PDF 319.38 KB)
Dunstable Financial Management Review November 2011 (PDF 163.02 KB)
East Bridgewater Financial Management Review February 2006 (PDF 105 KB)
Eastham Financial Management Review May 2020 (PDF 581.61 KB)
Essex Financial Management Review September 2015 (PDF 755.58 KB)
Fairhaven Financial Management Review November 2012 (PDF 647.49 KB)
Fall River Financial Management Review March 2009 (PDF 203.82 KB)
Fitchburg Financial Management Review May 2008 (PDF 124.91 KB)
Freetown Financial Management Review January 2008 (PDF 127.9 KB)
Gardner Financial Management Review September 2008 (PDF 147.75 KB)
Georgetown Financial Management Review February 2013 (PDF 281.01 KB)
Gill Financial Management Review February 2009 (PDF 205.89 KB)
Gloucester Financial Management Review August 2002 (PDF 359.38 KB)
Goshen Financial Management Review June 2010 (PDF 99.16 KB)
Granby Financial Management Review June 2005 (PDF 138.75 KB)
Greenfield Financial Management Review July 2008 (PDF 155.93 KB)
Groton Financial Management Review Update February 2014 (PDF 345.57 KB)
Groton Financial Management Review May 2004 (PDF 282.2 KB)
Hadley Financial Management Review June 2013 (PDF 795.65 KB)
Hamilton Financial Management Review November 2008 (PDF 169.89 KB)
Hampden Financial Management Review September 2006 (PDF 140.81 KB)
Hardwick Financial Management Review March 2011 (PDF 146.46 KB)
Harvard Financial Management Review March 2011 (PDF 107.48 KB)
Hatfield Financial Management Review January 2011 (PDF 149.58 KB)
Haverhill Financial Management Review May 2002 (PDF 385.56 KB)
Holbrook Financial Management Review January 2002 (PDF 267.32 KB)
Holland Financial Management Review October 2008 (PDF 171.5 KB)
Holyoke Financial Management Update February 2020 (PDF 412.38 KB)
Holyoke Financial Management Review December 2007 (PDF 190.44 KB)
Hopedale Financial Management Update November 2013 (PDF 1 MB)
Hopedale Financial Management Review March 2007 (PDF 131.82 KB)
Hopkinton Financial Management Review September 2005 (PDF 108.95 KB)
Hubbardston Financial Management Review October 2009 (PDF 152.83 KB)
Hull Financial Management Review June 2009 (PDF 205.4 KB)
Ipswich Financial Management Review July 2007 (PDF 167.73 KB)
Kingston Financial Management Review May 2010 (PDF 173.23 KB)
Lawrence Financial Management Review February 2008 (PDF 169.46 KB)
Lee Financial Management Review December 2013 (PDF 242.27 KB)
Leicester Financial Management Review April 2012 (PDF 274.76 KB)
Lenox Financial Management Review January 2006 (PDF 90.81 KB)
Lowell Financial Management Review April 2007 (PDF 191.5 KB)
Ludlow Financial Management Review August 2004 (PDF 370.64 KB)
Lunenburg Financial Management Review December 2008 (PDF 128.04 KB)
Lynn Financial Management Review June 2009 (PDF 182.6 KB)
Lynnfield Financial Management Review December 2018 (PDF 613.19 KB)
Holland Financial Management Review October 2008 (PDF 359.55 KB)

Financial Management Reviews (Malden to Yarmouth)

Malden Financial Management Review March 2011 (PDF 183.83 KB)
Manchester by the Sea Financial Management Review August 2012 (PDF 503.98 KB)
Marlborough Financial Management Review December 2006 (PDF 111.14 KB)
Marshfield Financial Management Review December 2012 (PDF 209.54 KB)
Maynard Financial Management Review January 2007 (PDF 416.11 KB)
Medway Financial Management Review September 2005 (PDF 324.95 KB)
Mendon Financial Management Review October 2005 (PDF 107.29 KB)
Methuen Financial Management Review May 2019 (PDF 694.18 KB)
Middleborough Financial Management Review May 2007 (PDF 113 KB)
Middlefield Financial Management Review July 2010 (PDF 149.6 KB)
Millbury Financial Management Review October 2004 (PDF 335.5 KB)
Millis Financial Management Review June 2000 (PDF 2.22 MB)
Millville Financial Management Review January 2016 (PDF 750.06 KB)
Milton Financial Management Review September 2013 (PDF 531.54 KB)
Nantucket Financial Management Review July 2012 (PDF 760.73 KB)
Needham Financial Management Review July 2003 (PDF 306.31 KB)
New Bedford Financial Management Review July 2006 (PDF 306.41 KB)
Newbury Financial Management Assessment July 2008 (PDF 55.47 KB)
North Adams Financial Management Review August 2010 (PDF 153.05 KB)
North Andover Financial Management Review November 2004 (PDF 265.43 KB)
North Brookfield Financial Management Review October 2007 (PDF 434.18 KB)
North Reading Financial Management Review March 2003 (PDF 324.06 KB)
Northbridge Financial Management Review October 2000 (PDF 1.48 MB)
Northfield Financial Management Review February 2011 (PDF 170.25 KB)
Oak Bluffs Financial Management Review January 2002 (PDF 386.34 KB)
Oakham Financial Management Review November 2009 (PDF 117.99 KB)
Orange Financial Management Review November 2004 (PDF 310.87 KB)
Otis Financial Management Review March 2013 (PDF 236.04 KB)
Palmer Financial Management Review June 2000 (PDF 155.72 KB)
Paxton Financial Management Review Semptember 2006 (PDF 145.8 KB)
Pembroke Financial Management Review December 2013 (PDF 212.76 KB)
Pepperell Financial Management Review April 2013 (PDF 709.56 KB)
Phillipston Financial Management Review June 2006 (PDF 270.71 KB)
Plymouth Financial Management Review November 2006 (PDF 144.42 KB)
Provincetown Financial Management Review April 2008 (PDF 175.54 KB)
Randolph Financial Management Review September 2008 (PDF 168.96 KB)
Rochester Financial Management Review January 2007 (PDF 128.75 KB)
Rockland Financial Management Review April 2003 (PDF 190.49 KB)
Rockport Financial Management Review October 2000 (PDF 115.49 KB)
Rowe Financial Management Review Update May 2016 (PDF 465.84 KB)
Rowe Financial Management Review December 2007 (PDF 246.43 KB)
Salem Financial Management Review August 2006 (PDF 331.49 KB)
Salisbury Financial Management Review December 2002 (PDF 147.45 KB)
Saugus Financial Management Review November 2003 (PDF 204.18 KB)
Seekonk Financial Management Review October 2007 (PDF 186.67 KB)
Sharon Financial Management Review October 2007 (PDF 128.8 KB)
Sherborn Financial Management Review May 2012 (PDF 949.71 KB)
Shirley Financial Management Review November 2008 (PDF 172.04 KB)
South Hadley Financial Management Review January 2011 (PDF 594.04 KB)
Southampton Financial Management Review Update October 2007 (PDF 55.65 KB)
Southampton Financial Management Review March 2005 (PDF 163.57 KB)
Springfield Financial Review April 2003 (PDF 336.23 KB)
Stoneham Financial Management Review December 2002 (PDF 136.15 KB)
Stoughton Financial Management Review June 2003 (PDF 118.76 KB)
Swampscott Financial Management Review April 2001 (PDF 2.59 MB)
Swansea Financial Management Review June 2004 (PDF 154.81 KB)
Taunton Financial Management Review September 2013 (PDF 264.26 KB)
Templeton Financial Management Review October 2009 (PDF 270.08 KB)
Topsfield Financial Management Review March 2008 (PDF 108.05 KB)
Townsend Financial Management Review May 2011 (PDF 124.34 KB)
Tyngsborough Financial Management Review March 2008 (PDF 112.87 KB)
Uxbridge Financial Management Review May 2008 (PDF 99.11 KB)
Wales Financial Management Review February 2010 (PDF 79.87 KB)
Walpole Financial Management Update March 2014 (PDF 414.95 KB)
Walpole Financial Management Review September 2002 (PDF 170.47 KB)
Ware Financial Management Review August 2009 (PDF 161.87 KB)
Wareham Financial Management Review June 2010 (PDF 359.75 KB)
Wareham Financial Management Review March 2001 (PDF 144 KB)
Warwick Financial Management Review February 2008 (PDF 118.64 KB)
Watertown Financial Management Review August 2013 (PDF 219.82 KB)
Webster Financial Management Review February 2004 (PDF 219.5 KB)
Wendell Financial Management Review January 2012 (PDF 228.8 KB)
West Brookfield Financial Management Review December 2011 (PDF 246.65 KB)
West Tisbury Financial Management Review January 2003 (PDF 107.87 KB)
Westfield Financial Management Review October 2010 (PDF 140.02 KB)
Westminster Financial Management Review December 2009 (PDF 2.27 MB)
Westport Financial Management Review March 2011 (PDF 172.26 KB)
Williamsburg Financial Management Review January 2008 (PDF 132.42 KB)
Winchendon Financial Management Review July 2015 (PDF 1.05 MB)
Winchester Financial Management Review December 2000 (PDF 166.34 KB)
Winthrop Financial Management Review January 2005 (PDF 310.16 KB)
Wrentham Financial Management Review July 2012 (PDF 559.37 KB)
Yarmouth Financial Management Review July 2011 (PDF 162.3 KB)

Forecasting

Dunstable Financial Forecast March 2017 (PDF 1.11 MB)
Granby Financial Forecast June 2016 (PDF 1.26 MB)
Groton Budget Document October 2016 (PDF 403.29 KB)
Groveland Budget Document December 2017 (PDF 358.01 KB)
Hamilton Budget Document December 2018 (PDF 1.73 MB)
Holland Financial Forecast July 2017 (PDF 1.03 MB)
Ipswich Financial Forecast April 2017 (PDF 1.15 MB)
Leicester Budget Document April 2017 (PDF 632.48 KB)
Merrimac Financial Forecast August 2018 (PDF 1023.66 KB)
Merrimac Budget Report February 2019 (PDF 1.73 MB)
Middleborough Financial Forecast February 2000 (PDF 444.2 KB)
Milton Financial Forecast October 2020 (PDF 560.97 KB)
Rockland Financial Forecast June 2018 (PDF 1.21 MB)
Royalston Financial Forecast August 2016 (PDF 839.89 KB)
Southampton Review of Budget Process October 2014 (PDF 520.61 KB)
Sutton Financial Forecast August 2017 (PDF 1.05 MB)
Sutton Budget Document September 2017 (PDF 459.12 KB)
Ware Financial Forecast August 2016 (PDF 911 KB)
West Newbury Financial Forecast August 2018 (PDF 520.66 KB)
Williamsburg Financial Forecast - User Manual October 2018 (PDF 1003.93 KB)
Windsor Financial Forecast January 2019 (PDF 1 MB)

Government Operations

Ashfield Assessing Department June 2007 (PDF 93.34 KB)
Ashfield Review of Financial Operations December 2014 (PDF 494.07 KB)
Avon Financial Management Structure March 2018 (PDF 373.51 KB)
Bedford Assessing Department Review October 2018 (PDF 385.69 KB)
Berlin Town Management Study October 2017 (PDF 185.22 KB)
Burlington Financial Structure Review June 2019 (PDF 204.88 KB)
Carver Financial Management Structure February 2016 (PDF 320.07 KB)
Charlemont Financial Offices Review April 2014 (PDF 109.79 KB)
Chelmsford Financial Offices Review May 2014 (PDF 433.21 KB)
Dedham Review of Finance Department February 2015 (PDF 615.66 KB)
Deerfield Town Administrator Position Assessment October 2013 (PDF 422.72 KB)
Duxbury Government Study Advisory November 2017 (PDF 449.26 KB)
East Brookfield Financial Management Structure February 2020 (PDF 442.7 KB)
Easthampton Assessing Office May 2005 (PDF 111.81 KB)
Easton Financial Management Structure October 2016 (PDF 898.89 KB)
Gardner Assessing Review August 2013 (PDF 132.6 KB)
Hadley Financial Management Structure, January 2017 (PDF 759.49 KB)
Heath Review of Assessing and Tax Collection Operations July 2014 (PDF 486.13 KB)
Holbrook Financial Management Structure July 2016 (PDF 568.9 KB)
Holyoke Review of Financial Management Structure March 2015 (PDF 514.77 KB)
Hopedale Review of Assessing Office April 2003 (PDF 229.03 KB)
Millville Assessing Office Review October 2010 (PDF 80.18 KB)
Monterey Financial Management Structure October 2016 (PDF 768.13 KB)
Nahant Review of Financial Operations July 2015 (PDF 491.05 KB)
New Marlborough Review of Financial Management Operations October 2014 (PDF 459.78 KB)
North Attleborough Proposed Charter Cost Impact March 2012 (PDF 122.25 KB)
Northampton Assessing Department Review August 2001 (PDF 255.22 KB)
Northampton Review of Financial Offices May 2014 (PDF 179.74 KB)
Northampton Review to Combine the Treasurer and Collector Offices August 2015 (PDF 259.62 KB)
Oakham Review of Assessing Office July 2003 (PDF 235.14 KB)
Phillipston Financial Management Structure March 2018 (PDF 676.82 KB)
Plympton Review of Financial Operations January 2015 (PDF 561.09 KB)
Quincy Assessing Department Review December 2016 (PDF 758 KB)
Raynham Financial Structure Review October 2020 (PDF 343.7 KB)
Rowe Administrative Review February 2020 (PDF 625.6 KB)
Royalston Financial Management Structure August 2016 (PDF 759.72 KB)
Scituate Review of Organizational Structure and Budget Process June 2014 (PDF 445.96 KB)
Sheffield Treasurer Collector's Office Review January 2015 (PDF 737.55 KB)
Shelburne Assessing Department Review March 2016 (PDF 460.78 KB)
Shrewsbury Financial Management Structure June 2016 (PDF 282.45 KB)
Somerset Review of the Treasurer's and the Tax Collector's Offices January 2014 (PDF 6.4 MB)
Sunderland Financial Review February 2007 (PDF 218.09 KB)
Sunderland Assessing Office Review December 2010 (PDF 296.72 KB)
Westport Assessing Department Review March 2017 (PDF 496.02 KB)
Weymouth Financial Management Structure February 2017 (PDF 312.11 KB)

Peer Comparison

Avon Community Comparison Study October 2019 (PDF 275.96 KB)
Avon Peer Communities Workbook October 2019 (XLSX 71.22 KB)
Sturbridge Community Comparison September 2015 (PDF 217.2 KB)
West Boylston Peer Community Comparison February 2017 (PDF 351.88 KB)

Shared Services

Andover Town and School Finance Study May 2010 (PDF 356.18 KB)
Arlington Town and School Finance Study January 2012 (PDF 567.77 KB)
Ashby and Townsend, March 2010 Police and Communications Regionalization Analysis (PDF 560.02 KB)
Hamilton and Wenham Enhanced Regionalization and Merger Analysis July 2009 (PDF 1.34 MB)
Hilltown Shared Finance Operation June 2017 (PDF 892.05 KB)
Lancaster Regionalization Analysis: Conservation Agent March 2010 (PDF 510.57 KB)
Lee, Lenox & Stockbridge Shared Chief Admin Officer, November 2016 (PDF 1002.73 KB)
New Marlborough Shared Animal Control March 2017 (PDF 639.44 KB)
Swampscott Review of Town and School Financial Merger October 2014 (PDF 418.24 KB)

Other Reports

Acushnet Department of Public Works January 2014 (PDF 197.98 KB)
Chicopee Quarterly Billing Analysis April 2004 (PDF 231.49 KB)
Chicopee Review of Procurement Procedures May 2015 (PDF 578.44 KB)
Dighton Water District, March 2013 Financial Management Review (PDF 462.63 KB)
Dudley Water and Sewer Costing Analysis February 2000 (PDF 348.8 KB)
Easthampton Enterprise Fund Best Practice December 2019 (PDF 266.77 KB)
Fairhaven Property Value Trends February 2018 (PDF 2.18 MB)
Fitchburg Financial Analysis June 2013 (PDF 211.28 KB)
Hadley Sewer Department and Enterprise Fund Review February 2007 (PDF 257.89 KB)
Hadley Review of Highway and Water Departments May 2007 (PDF 263.68 KB)
Hanover Financial Software and Technology Analysis April 2010 (PDF 428.72 KB)
Hardwick Sewer Enterprise Fund, July 2014 (PDF 126.24 KB)
Lancaster Water Division Review December 2008 (PDF 549.9 KB)
Longmeadow Reconciliation of Receivables Review May 2000 (PDF 1.79 MB)
Ludlow Financial Indicator Analysis FY2008 - FY2018 (PDF 1.31 MB)
Newburyport Indirect Cost Analysis June 2012 (PDF 338.98 KB)
North Adams Financial Analysis 2020 (PDF 534.15 KB)
North Brookfield Information Technology Review October 2015 (PDF 466.64 KB)
North Carver Water District Report, April 2014 (PDF 534 KB)
Plainville Sewer Financial Analysis June 2011 (PDF 313.97 KB)
Somerset Financial Indicator Analysis FY2008-FY2018 (PDF 673.05 KB)
Springfield Costing Analysis of Golf Courses December 2004 (PDF 236.57 KB)
Sunderland Technology Review August 2013 (PDF 415.64 KB)
Townsend Public Works Consolidation Analysis January 2016 (PDF 527.27 KB)
Wareham Sewer April 2014 (PDF 1.08 MB)
Webster Financial Management Assessment December 2017 (PDF 611.64 KB)
Wellfleet Marina Enterprise Fund Review July 2009 (PDF 151.15 KB)
West Brookfield Financial Assessment December 2017 (PDF 401.41 KB)
Westport Financial Analysis October 2014 (PDF 421 KB)
Westport Financial Management Concerns August 2017 (PDF 302.72 KB)
Feedback