OIG Guides and Advisories

The OIG issues guidance on various topics.

Guide for Members of Public Boards and Commissions, December 2017 (pdf)

This guide outlines practices, such as upholding fiduciary principles, that will help board members understand their obligations and perform their duties effectively. The guide also provides an overview of the laws that apply to board members, including those relating to board meetings, official communications and individual conduct.

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

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)

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.

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.

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

This guide provides information on writing and organizing good, clear invitations for bids (IFBs) and requests for proposals (RFPs) for supplies and services contracts. The guide includes general tips, a model IFB, and instructions on how to modify that model to create an RFP. Useful sample language and sample forms have been included.

School Bus Bid Pricing Forms & Sample Fuel Adjustment Clauses (pdf)

Sample school bus bid forms and sample fuel adjustment clauses.

Municipal Fuel Management Advisory (pdf)

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

Procuring Energy Efficiency and Conservation Consulting Services: Follow-up Advisory for School Business Officials and Other Procurement Officials, September 2009 (pdf)

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

Advisory for the Procurement of Energy Management/Conservation Services, January 2009 (pdf)

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.

Advisory on Municipal Golf Course Management Contracts (pdf)

This advisory is based on a review of contracts pertaining to the 63 municipal golf courses in the Commonwealth. The Office reviewed whether municipalities were operating golf courses using sound business practices and receiving a fair share of golf course revenue.

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

This guide is a revised version of A Local Official's Guide to Procuring and Administering Audit Services issued in May 2004. The update provides further guidance on the procurement rules related to hiring Certified Public Accountants. 

A Local Official's Guide to Procuring and Administering Audit Services, May 2004 (pdf)

This guide was issued to help local officials understand the procurement rules for hiring Certified Public Accountants.

eProcurement: Chapter 30B & Online Auctions (pdf)

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

Advisory to Local Officials: Computer Usage Policies (pdf)

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)

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

Guide to Developing & Implementing Fraud Prevention Programs (pdf)

This guide explains the importance of developing comprehensive fraud prevention policies and programs.

Guide to Writing Effective Travel Policies (pdf)

The purpose of this guide is to help 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)

This guide is a resource for 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)

This guide was issued to 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 was issued to provide information on hiring insurance consultants, including that insurance consultants must be licensed and free from financial ties with insurance brokers.


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