Create a Clause Set

The clause selection process enables 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 enables them to collect contract information and answer additional questions so the solution can automatically add or suggest clauses needed for the contract.

Learn how to create a new clause set, including how to use the AI Assistant to accelerate questionnaire completion.

Clause set creation steps

In Government Clause Automation (GCA), creating a clause set consists of the following steps:

1. Select documents (optional)
2. Provide details
3. Answer questionnaires
4. Generation Complete

Select documents

In Government Clause Automation (GCA), before providing contract details, you can optionally upload source documents for the AI Assistant to analyze. The AI Assistant extracts relevant data from your documents and pre-fills questionnaire responses, reducing the time needed to complete the questionnaire.

You can skip the select document step and complete the questionnaire manually. If you are creating an amendment or an action off an existing vehicle, no questionnaire is required.

GCW + GCA users

If you are using GCA integrated with Government Contract Writing (GCW), the system displays documents attached to the solicitation or award record for selection, including:

• Solicitation documents.
• Award documents.
• Statement of Work (SOW), Statement of Objectives (SOO), or Performance Work Statement (PWS).

To select documents for AI analysis:

1. Review the documents listed from the contract file. The relevant documents are pre-selected.
2. Select up to five PDF documents to analyze. Each document can be a maximum of 25 MB in size.

3. Click Next to begin processing.

   

Standalone GCA users

If you are using GCA without GCW, you can upload documents directly.

To upload documents for AI analysis:

1. Drag and drop or browse to select up to five PDF documents. Each document can be a maximum of 25 MB in size.

2. Click Next to begin processing.

   

Provide details

In Government Clause Automation (GCA), creating a clause set begins with providing contract details.

Basic information

To start creating a clause set:

1. Select the Contract Format.
2. Select the Type, either Solicitation or Award.
3. Select the Category:
   • If Type is Solicitation, select either New or Amendment.
   • Else, if Type is Award, select either New or Modification.
4. Enter the Solicitation / Award ID.
5. Enter the Modification / Amendment Number if the Category previously selected was not New.
6. Select the Contracting Officer.
7. Select the Contract Specialist.
8. Select the Contracting Officer's Representative (COR) (optional).
9. Select whether the clause set is an action off an existing vehicle.
   1. If yes, provide the ID of the existing vehicle.

   

Select 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.

Select 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.

   

Enter contract details

The Contract Details section is only relevant and available for new solicitations 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.

AI processing status

If you uploaded documents for AI analysis and processing has not completed when you click NEXT, a loading screen displays the processing status.

• Wait for processing to complete.
• Click Refresh to check the processing status.

Answer questionnaires

Government Clause Automation (GCA) enables you to have multiple questionnaires for your agency. When creating a new clause set, only the default questionnaire appears.

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.

AI-assisted questionnaire completion

If you uploaded documents for AI analysis, the questionnaire displays AI-suggested answers alongside each question. A summary at the top of the questionnaire shows how many questions the AI suggested answers for and how many require manual input.

Each AI suggestion includes:

• The suggested answer.
• A confidence level (High, Medium, or Low).
• Reasoning with a reference to the relevant section and page number.
• The source document name and location. The uploaded documents can be previewed by clicking the source link with which you can review the AI suggestions in context with the source document. You can switch between the different documents that were uploaded.

Tags help you identify the status of each question:

• AI answered: Pre-filled by AI (High confidence).
• User answered: Manually answered by you (manually entered or modified).
• Edited: Pre-filled by AI, modified by you.
• Unanswered: Not yet answered.

High and medium-confidence suggestions are pre-selected automatically. Low-confidence suggestions are shown but not pre-selected and require your review.

Review and complete the questionnaire

To complete the AI-assisted questionnaire:

1. Review each AI suggestion and its reasoning.
2. Leave the pre-selected answer in place to accept a suggestion.
3. Select a different answer to override a suggestion.
4. Answer any questions without AI suggestions.
5. Review all low confidence questions before proceeding. The CREATE button is disabled until all low confidence questions are acknowledged.
6. Click CREATE to generate the clause set.

Note: You can also choose to complete the questionnaire manually without AI assistance, but you can only do so only at the beginning.

Generation complete

After clicking CREATE on the Questionnaire page, Government Clause Automation (GCA) creates the clause set in the background. You can return to the landing page by clicking CLOSE or navigate to the clause set and wait for it to finish by clicking VIEW CLAUSE SET. Once the clause set generation completes, you receive an email notification.

After creating a clause set, you can view, manage, and take action on the clause set.

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