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CHAPTER XI: KEY TOPICS<br />

PART C: ADVISORY AND ASSISTANCE SERVICES<br />

Source Documentation:<br />

OMB Circular Number A-11 of 13 Jun 96<br />

DoD FMR 7000.14R Volume 2b (Chapter 19)<br />

FAR Subpart 37.2<br />

SECNAVINST 4200.31C of 22 Jun 93, Subj: Acquiring and Managing Consulting<br />

Services<br />

AIR-08 memo 7000 Ser AIR-8022C/341 of 6 Aug 93<br />

AIR-08P memo 7000 Ser AIR-08P1B/29 of 23 Sep 93<br />

Definition: Advisory and Assistance Services (AAS) previously referred to as Consulting Services, Contracted<br />

Advisory and Assistance Services, and Contractor Support Services are advisory and assistance services procured<br />

by contract from non-government sources to: a) support and improve organizational policy development, decision<br />

making, management, and administration; b) support program or project management and administration; c)<br />

provide management and support services for R&D activities; d) provide engineering and technical support<br />

services; or e) improve the effectiveness of management processes and procedures.<br />

Discussion: AAS is identified as object classification 25.1 in the PB-15 budget exhibit. The PMA/RFM is<br />

responsible for planning, budgeting, accounting, and reporting AAS which are procured by a DBOF activity (in<br />

support of his/her customer order). DBOF activities are only responsible for AAS associated with overhead (i.e.,<br />

indirect) function. AAS funding documents must be issued and accepted on a direct citation basis. These<br />

documents must indicate the amount authorized for AAS and identify a separate line of accounting to be used for<br />

each AAS category. An exception to this policy is that MRTFB activities may accept AAS funding on a<br />

reimbursable basis if it is in support of MRTFB institutional contracts. Another exception is that activities that<br />

receive operating budgets, technical operating budgets or expense operating budgets will continue to receive AAS<br />

authority in the same way (i.e., specified in a not-to-exceed amount on the allocation) and will report AAS<br />

obligation to AIR-7.6.1.3 on a monthly basis.<br />

Categories: Advisory and Assistance Services are comprised of three categories which are described below:<br />

a. Management and Professional Support Services (MSS): contracted services, usually closely related to the<br />

basic responsibilities and mission of the agency contracting the function, that provide assistance, advice, or<br />

training for the efficient and effective management and operation of organizations, activities (including<br />

management, scientific and engineering support services for R&D activities) or systems.<br />

Examples of MSS services include:<br />

1) efforts that support or contribute to the improved organization of program management, logistics<br />

management, project monitoring and reporting, data collection, budgeting, accounting, auditing, and technical<br />

support for conferences and training programs;<br />

2) services to review and assess existing managerial policies and organizations;<br />

3) development of alternative procedures, organizations, and policies; and<br />

4) examination of alternative applications and adaptations of existing or developing technologies.<br />

b. Studies, Analyses, and Evaluations (SAE): Contracted services that provide organized, analytic<br />

assessment/evaluations in support of policy development, decision making, management, or administration.<br />

49

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