a. Review of existing Written Policies, Massachusetts General Laws, Industry Best Practices: • Bidders should refer to MGL Chapters 34 and 35 as well as any other general law(s) impacting county finances. • Bidders should contact other County Treasurer offices in Barnstable, Bristol, and Plymouth Counties to understand systems, policies, and best practices. • Bidders should review the operational analysis completed in 2021 by the Abrahams Group that included the Treasurer’s office. This report can be found here; https://www.norfolkcounty.org/county_commission/abraham_s_group_report.php#outer172 • Bidders should review County Trial Balances for past three years (August 2022 to August 2025) and past three years of audits of the County (FY22-FY24). Past audits may be found here; https://www.norfolkcounty.org/county_commission/annual_county_audits.php b. Review all staff job descriptions and roles: • The Treasurer’s office is comprised of six employees. The roles include; Treasurer, Chief Executive Assistant/Accountant, Administrative Assistant, Executive Assistant/Jr. Accountant, Principal Clerk/Payroll, and Executive Assistant/AP Clerk. • The bidder should interview each staff member to understand existing duties and workflow. • The bidder shall include recommendations for any staff duty changes to the Treasurer. This should include titles, roles, certifications (if needed), job descriptions, etc. c. Analysis of existing workflows for each staff: • Utilizing data and information collected under 2b (above), the bidder shall evaluate workflows for staff as well as connections the workflow has to other county departments and external stakeholders (financial institutions, auditors, etc.) • The bidder should evaluate solutions to redundant work duty capabilities to ensure staff can handle duties when absences or vacancies occur. • The bidder should evaluate current remote work options versus in-office assignments to determine effectiveness and accountability to both internal and external partners.
