Management and Advisory/ Advisory and Assistance Services Acquisition Planning Package
Government buyers can use this APP to develop and release a solicitation for Management and Advisory / Advisory and Assistance Services. Leverage the instructional content below, along with the linked sample, template, and reference documents, to better understand the subcategory and obtain needed products, services, or solutions.
Acquisition Lifecycle Overview
Use the following overview to gain a high-level understanding of pre-solicitation lifecycle stages and quickly navigate to relevant resources
- Discovery: Learn about the current Management and Advisory / Advisory and Assistance Services acquisition environment and review critical resources before beginning your acquisition
- Relevant documents: Buyer's Guides and other critical resources
- Requirements Definition: Document your needs and estimate associated costs to set the foundation for a successful acquisition
- Relevant documents: SOO, PWS, SOW, IGCE, Buying Tips / Tools
- Market Research and Planning: Inform your acquisition strategy by collecting information on the supply base, available contract vehicles, and key regulations
- Relevant documents: RFI, Sources Sought Notice, Market Research Report, MRAS Report, Policy and/or Guidance
- Solicitation Development: Develop solicitation documents to help clearly express your business requirements and invite private sector contractors to compete for your work
- Relevant documents: RFQ, RFP, Other Solicitation Resources and Templates
Learn about the current Alarm & Signal Systems acquisition environment and review critical resources before beginning your acquisition
Management and Advisory / Advisory and Assistance Services Acquisition Overview
- Please email professionalservices@gsa.gov with questions, general feedback, and suggestions on additional documents to be included. Request immediate procurement support from your local Customer Service Director here.
Critical Resources
Gain a broad understanding of acquisitions in this subcategory using the resources below. Please note that certain resources are also listed within the other stages
Buyer's Guides
High-impact reference documents that overview the subcategory across lifecycle stages
Document your needs and estimate associated costs to set the foundation for a successful acquisition
Relevant Documents
Use these samples and templates to develop a requirements document for your acquisition. If you expect your acquisition to exceed the simplified acquisition threshold, use the IGCE resources to develop a cost estimate to supplement your requirements document. Additional Buying Tips and Tools have also been provided to help inform requirements and estimate costs / pricing.
Performance Work Statement (PWS)
A requirements document for performance-based acquisitions that clearly describes performance objectives and standards expected of the contractor
- Acquisition and Grants Management Support Services PWS (NOAA 2020)
- Acquisition Program Management and IT Support Services PWS (USAF 2020)
- Administrative Support for Acquisitions PWS (EPA)
- Analyst Support PWS (ASEP 2020)
- Business Process Improvement Program PWS (SEC 2020)
- Contract Closeout Support Services PWS (NGIA 2018)
- Human Resources Management Support Services PWS (DOD)
- Inventory Management Services PWS (DLA)
- Onsite Risk Assessment and Program Analysis PWS (Dept. of the Navy 2020)
- Privacy Program Management Support PWS (DHA)
- Procurement, Financial, and Economic Analysis PWS (FEMA 2019)
- Program Administration/Coordination Support PWS (DAU 2018)
- Project Management Support and Technical Writing Services PWS (NARA 2018)
- Technical, Policy, Programmatic and Analytical Support PWS (EPA 2020)
Statement of Work (SOW)
A requirements document that clearly and specifically describes the work to be done in developing or producing the products and/or services delivered by the contractor
- Acquisition Support Services SOW (NLM 2020)
- Advisory and Consulting Services SOW (FRTIB)
- Employee Health Benefits Assessment SOW (OPM 2020)
- Public Health Consulting Services (USN 2020)
- Management Consulting Services SOW (FDA)
- Peer Review Planning and Support Services SOW (OVC)
- Policy Training Services SOW (CDC 2019)
- Program Administration and Management Support SOW (DOL 2019)
- Project Management Training and Certification SOW (GPO 2019)
- Subject Matter Expert Services SOW (FBI 2020)
Independent Government Cost Estimate (IGCE)
An assessment / estimate of the contract's potential costs based on industry standards. Please use this link to access GSA's standard IGCE creation tool
Inform your acquisition strategy by collecting information on the supply base, available contract vehicles, and key regulations
Relevant Documents
Use templates or the MRAS resource to conduct your own market research. Alternatively, review sample documents to understand existing capabilities to meet your business / acquisition needs. Additional Policy and/or Guidance has also been provided to help identify key regulations or processes for existing contract vehicles.
Sources Sought Notice (SSN)
A request used to identify small businesses that would be interested in fulfilling a government solicitation, helping to improve small business contracting opportunities
- Management & Advisory Services and Advisory & Assistance Services Sources Sought Notice (DOI 2020)
- Acceptance Test, and Evaluation Support Services Sources Sought Notice (TSA 2020)
- Programmatic Support Sources Sought Notice (USA)
Market Research Report (MRR)
A type of market research report outlining available commercial capabilities, vendors, and contract vehicles to meet business / acquisition needs. These reports can be produced independently or through MRAS (detailed below)
Market Research as a Service Report (MRAS)
A type of market research report developed by GSA's internal Market Research as a Service (MRAS) offering. Please use this link to request a MRAS report
Develop solicitation documents to help clearly express your business requirements and invite private sector contractors to compete for your work
Relevant Documents
Use samples and templates to develop your own solicitation and request responses from contractors capable and interested in fulfilling the requirements. The formats below provide different ways to structure your solicitation depending on the complexity of your needs.
Request for Quotation (RFQ)
A solicitation type used to obtain pricing information for clearly defined products or services (e.g. COTS). RFQs are typically used to meet the business needs listed in a requirements document
- MAS Professional Services Template for BPA RFQ (GSA)
- MAS Professional Services Template for RFQ (GSA)
Other Solicitation Resources and Templates
Additional resources to support the development and release of your solicitation