Creating a Clause Set

Introduction

The Clause selection process allows you to select and edit a group of clauses, also called a clause set, that you need to create a clause supplemental document. The Appian Government Clause Automation (GCA) solution walks users through a guided experience that allows them to collect contract information and answer additional questions so the solution can automatically add or suggest clauses needed for the contract.

This page provides instructions on creating a new clause set.

Creating a clause set

Creating a clause set consists of the following steps:

1. Provide details
2. Answer questionnaire
3. Generation Complete

Providing details

Creating a clause set begins with providing contract details.

Basic information

To start creating a clause set:

1. Select the Type, either Solicitation or Award.
2. Select the Category, either New or Amendment.
   • The category options depend on the Type you selected in the previous step.
3. Enter the Solicitation / Award ID.
4. Enter the Modification / Amendment Number if the Category previously selected was not New.
5. Select the Contracting Officer.
6. Select the Contract Specialist.
7. Select the Contracting Officer's Representative (COR) (optional).
8. Select whether this is an action off of an existing vehicle.
   1. If yes, provide the ID of the existing vehicle.

   

Selecting a template

Templates are created from the Templates page. The template you select affects which clauses are added to the clause set.

From the Templates section, select the template that you want to associate with the clause set.

Selecting contract types

1. Select one or more available contract types.
   • Note: To remove a contract type, click the icon associated with the contract type you want to remove under Selected Contract Types.

   

Entering contract details

This section is only relevant and available for new solicitation or awards that are not an action off of an existing vehicle.

To enter additional contract details for a new award:

1. Select the Contract Start Date and Contract End Date.
2. Select the Contract Method.
3. Enter the Estimated Dollar Amount.
4. Enter the PSC and NAICS codes.
5. Enter the Contract Purpose Detail.

6. In the Additional Contract Details field, add any additional details that you want to associate with the contract.

   

7. Click NEXT to proceed.

Answering questionnaires

GCA allows you to have multiple questionnaires for your agency. When creating a new clause set, only the questionnaire selected as the default will appear.

Each questionnaire can have multiple categories and multiple questions in each category. To complete a questionnaire, users must answer all of the questions in each category.

Click NEXT to proceed.

Generation complete

After clicking CREATE on the Questionnaire page, GCA opens a page that confirms the successful creation of the clause set. You will also see a link to the summary record page for your clause set.

Now that you've finished creating a clause set, you can view, manage, and take action on the clause set.

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