APPS Q and A Tracker.pdf

Q&A for Appian Platform and Product Support (APPS) RFP 2031JW25R00004

# Question(s) Page Number Section, Paragraph or attachment Response Change to RFP

Text?

Description of Change

1 In reference to the solicitation document “RFP

2031JW25R00004 – Appian Platform and Product

Support” document, Section 4.3.2 - Volume II –

Experience, Innovation, and Problem Solving states, “The Offeror must provide three (3) EIPS examples within the last five years where the offeror played a primary role” - Will the Government consider the relevant experience of a proposed subcontractor in meeting this requirement?

Section 4.3.2 Volume II – Experience, Innovation, and Problem

Solving states

Relevant subcontractor experience may be evaluated. However, only one subcontractor EIPS example may be submitted.

Yes RFP Section 4.3.2 Updated to reflect change in requirement.

2 In reference to the solicitation “RFP 2031JW25R00004

– Appian Platform and Product Support,” Section 4.3.3

(Volume III – Key Personnel), can the Government please confirm whether only the Appian Program

Manager’s resume is required for submission, and that resumes for Task Order 1 and Task Order 2 Key

Personnel are not required at this time?

Section 4.3.3 Volume III – Key Personnel Only the Appian Program Manager resume is required at the time of submission.

No

3 In reference to the solicitation “RFP 2031JW25R00004

– Appian Platform and Product Support,” Section 4.3.4

Volume IV – Past performance, will the Government consider the Past performance of a proposed subcontractor in meeting this requirement?

Section 4.3.4 Volume IV – Past performance Yes, relevant subcontractor experience may be evaluated. One subcontractor past performance may be submitted.

Yes RFP Section 4.3.4 Updated to reflect change in requirement.

4 Is this solicitation a recompete of an existing contract?

If so, could you please confirm the incumbent contractor(s)?

General Yes, this is a recompete of an existing requirement with additional scope/larger magnitude. The current contractor is REI.

No

5 What is the current or historical contract value associated with this work?

General The current Appian Platform contract is valued at approximately $33.1M.

See pages 35-37 of Q&A for most recent FPDS report.

No

6 Will the Statement of Work (SOW) remain unchanged from the current contract, or have there been any updates or revisions?

General The SOW for the new contract is updated substantially from the previous contract.

No

7 Could you please provide the current or prior contract number associated with this requirement?

General 2031JW21F00115 No

8 Is it possible to obtain the Contractor Performance

Assessment Report (CPAR) or other performance evaluations related to the incumbent contract?

General No No

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Description of Change

9 How has the incumbent performed on the current contract, particularly with regard to meeting performance objectives, deliverables, and timelines?

General The Government will not discuss and/or release information regarding the past or current performance of contractors with third parties.

No

10 Would the government consider granting an extension to the proposal submission deadline?

General The RFP closing date is extended to

10:00 AM Eastern Time November 6, 2025, via amendment 0007.

Yes RFP section 1 updated to reflect new proposal due date.

11 Are the cover page and table of contents excluded from the overall page count limit?

General No, the cover page and table of contents will be part of the overall page count if included in any volume other than past performance. The cover page for the entire proposal is not included in the page limits, and the cover page for past performance will not count against the page limits for that volume. Note: Though offerors may provide one, a table of contents is not required.

No

12 May we include additional pages for abbreviations and references, and will those be excluded from the stated page limit?

General See response to question 62. An acronym table may be included and will not count against the page count.

However, only the spelled-out abbreviation or name and web address of the reference may be added.

No

13 Could you please confirm whether Attachment 7 –

Resource Information Template should be included within Volume 1, or if it may be submitted as a separate attachment? Additionally, will this attachment count toward the page limit for Volume 1?

4.3 Instructions to offerors, Volume 1, IDIQ Segment, Page 59, RFP_2031JW25R00004_Appian_Platform_and_Product_Support.pdf

Attachment 7 must be a separate attachment and will not count against the page limit; however, the attachment must only be filled in with the required information (i.e., no additional information beyond what the form asks for). See response to question 51.

No

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Description of Change

14 What is the anticipated volume and frequency of Task

Orders expected under the IDIQ?

General At this time, it is anticipated that there will be at least 5 task orders, covering transition/support, operations & business enablement, ExPo, system administration, and new product development.

No

15 How many concurrent product teams do you expect at peak?

General When the current Appian platform contract POP ends, there could be as many as 16 to 20 product teams operating at one time. There are multiple product teams and there isn’t a need for a dedicated development and QA resource for each team.

Therefore, resources may be hybrid and supporting multiple product teams.

No

16 Will the OCC share historical team performance data

(e.g., velocity, defect rates and severity)?

General No No

17 What level of knowledge transfer and engagement can be expected when onboarding and transitioning work from the incumbent(s)?

General A phasing approach for the transition is expected. As certain products are transferred, the new vendor will acquire the responsibility for supporting it. The responsibility for the product will not happen only at the end of the transition period.

No

18 Is a version of Figure 1 available that illustrates all planned platform and product releases scheduled for

FY25 (versus FY24)?

IDIQ PWS Annex B – Appian Platform and Product Support Updated version. See enclosure 33. Yes RFP updated to include enclosure #33.

19 Has SDLC documentation been created for the designated deployed products, or do some products lack the required documentation that shall be maintained by the Contractor?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Task ID 3.2.1.10

All of the existing operational products have existing SDLC documentation.

For some new products, documentation may need to be created and maintained by the contractor. See the enclosures 11 to

15 for examples.

Yes RFP updated to include enclosures #11, 12, 13, 14, and

15.

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Description of Change

20 Are Technology Improvement Reviews expected to be performed for all designated products/systems on a quarterly, annual, or other periodic basis, or is this support expected to be an ongoing effort?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Task ID 3.2.3.4

This support is expected to be an on-going effort on an as needed basis as the contractor provides support for operational and new product development.

No

21 Has Training documentation, as specified in this Task, been created for the designated deployed products, or do some products lack the required documentation that shall be maintained by the Contractor?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Task ID 3.2.4.2

Training plans and material may need to be created and maintained by the contractor for new product development or for major enhancements to existing products.

These deliverables would be required on an as needed basis as identified by the COR/PM.

Yes Attachment 4, Section 3.2.4.2

Deliverable Cycle has been updated to reflect OCC’s response to the question.

22 The anticipated Labor table does not include

Security/Risk Management resources to update FISMA documentation and support related planning, readiness, audit review and POAM remediation. Is the Contractor expected to provide this support, in alignment with the respective OCC ISSOs and Information Security teams?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Section 4.0 Estimated Hours & Work Allocation

Yes, the contractor is expected to support documentation updates related to OCC ISSO and Information

Security team requests for products in associated security boundaries.

No

23 To what extent are the performance metrics defined in this section functionally dependent upon CRA IT

Modernization direction by the Board of Governors and

FDIC?

Attachment 5 – Appian Platform and Product Support – 5.0

Performance Objectives

The performance metrics defined in this section are for functionality unrelated to the CRA IT

Modernization direction by the Board of Governors and FDIC.

No

24 What is the OCC’s current toolset for DevOps and

CI/CD? Is the Contractor expected to propose toolsets to be used across the product line?

RFP_2031JW25R00004_Appian_Platform_and_Product_Support.pdf, TO2 Segment (b), Page 60

The OCC uses the following toolsets:

Appian Compare and Deploy for code promotion between lower environments, Azure DevOps for code repository and baselines, and

Azure DevOps for SDLC work item ticketing. The Contractor is expected to use the existing OCC enterprise tools.

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Description of Change

25 What level of automation is expected in testing? Are there strict requirements around automated testing being complete as part of the Definition of Done for a user story?

IDIQ PWS Annex B, 1.1.3, Page 7 There are no strict blanket requirements that 100% of testing must be automated as part of the

Definition of Done (DoD) for every user story. For user stories where automated testing is not practical

(e.g., complex UI flows requiring frequent design adjustments, one-time configuration, or exploratory scenarios), we employ structured manual testing to ensure thorough validation while maintaining delivery velocity.

26 For Estimated Baseline Story Point Capacity, do you expect velocity (and capacity) to remain fixed or evolve over time?

IDIQ PWS Annex B, 1.1.4, Page 8 Velocity can evolve depending on the capacity and scope of work to be done.

No

27 Can the OCC provide a sample of the Agile Heat Map with an explanation of the scoring method and weighting?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Task ID 3.1.1.6

See enclosure 36. The heat map lists the OCC’s Agile best practices and whether a team complies or not.

Yes RFP updated to include enclosure # 36.

28 Will the Contractor be responsible for prioritizing product enhancements vs. operations vs. technical debt? If so, on what criteria or metrics should that prioritization be based?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Task ID 3.2.1

No No

29 In addition to training materials for the appropriate user groups listed, is the Contractor responsible for training peer OCC developers on integrated product teams?

Attachment 4 – Appian Platform and Product Support – Sample Task

1 – Task ID 3.2.4.2

This training will be provided on an as needed basis.

No

30 How will the government evaluate experience with similar low-code platforms besides Appian?

General No response. No

31 How many task orders does the OCC anticipate awarding per year under this IDIQ?

General OCC estimates 5 multi-year task orders in the first year.

No

32 Is there a character or file size limit for proposal submissions made via e-mail?

General Recommend keeping all e-mails under 10MB and submitting multiple e-mails if needed.

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Description of Change

33 Regarding the new Examiner Portal (ExPo), can the

OCC provide any additional details on the target cloud environment (e.g., AWS, Azure, or a government-specific cloud) and any preferred or mandated managed services that are expected to be used?

General All Appian products will be hosted in the Appian AWS Gov Cloud east region and the transactional SQL databases for each product will be hosted on OCC’s own AWS Landing

Zone in Commercial East. As of right now there aren’t any mandated managed services for ExPo.

No

34 For the Transition-In period described in Sample Task

1, what level of documentation and cooperation can be expected from the incumbent contractor, and is there an existing repository of system documentation that will be made available?

Sample Task 1 The incumbent will provide transition deliverables which includes system documentation, source code access, and established procedures for change management, risk management, and configuration management. Additionally, they will provide system backup and disaster recovery plans, along with instructions for accessing project collaboration sites and navigating development environments. Finally, the deliverables detail the roles and responsibilities of the existing contractor team in relation to operations and maintenance activities. See item 157 for more information.

No

35 Regarding the Help Desk SLA mentioned in PWS

Annex B, does the "4-hour SLA" refer to time-to-respond or time-to-resolve, and are there different SLA targets based on incident priority levels?

PWS, Annex B Time to respond.

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Description of Change

36 Can the OCC describe the current maturity and toolset of its CI/CD pipeline for Appian development?

General The OCC’s current CI/CD maturity for

Appian is at an early-to-intermediate stage. The OCC uses the following toolsets: Appian Compare and Deploy for code promotion between lower environments, Azure DevOps for code repository and baselines, and

Azure DevOps for SDLC work item ticketing. The Contractor is expected to use the existing OCC enterprise tools.

No

37 Should offerors consider the "Estimated Baseline Story

Point Capacity" table in PWS Annex B as the required basis for their level of effort and staffing calculations for the Sample Task 1 price proposal?

PWS, Annex B "Estimated Baseline Story Point

Capacity" in PWS Annex B is meant only as a guide to help Offerors provide a response to the RFP that demonstrates the Offeror's capability to meet or exceed the government's expectations.

No

38 If new labor categories are proposed and accepted for an initial task order, what is the process for modifying the IDIQ contract to include them for future orders?

General See RFP section 1.2 Contract Line-

Item Number (CLIN) Descriptions for details.

No

39 For work performed under Sample Task 1, can the

OCC provide an estimated percentage of time that staff will be required to work on-site at OCC Headquarters versus the contractor's site?

Sample Task 1 Identified key staff only are required to be on-site at this time. Typically, this would be one day a week.

No

40 Can the OCC provide an estimated timeline for the personnel background investigation process, from the submission of e-QIP forms to final adjudication?

General Typically, it can take between 3 to 4 weeks to on-board a resource from the time the on-boarding request is made.

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Description of Change

41 How many concurrent users and what's the expected data volume?

The new Examiner Portal Online

(ExPo) product will be accessible by all OCC employes (~3,500) with

Supervision employees (~3,000) being the core users. The concurrent user metrics for the existing systems supporting the Supervision business process is in the hundreds but will be shared further post award.

No

42 What's the current database schema complexity for migration planning?

OCC currently uses SQL databases for the transactional backend relational database for all OCC

Appian products. The complexity of a database depends on the size, scope, and requirements of the Product it supports. Generally, Appian SQL database structure includes tables, views, functions, indexes, temporal tables, SIS packages for nightly jobs, and replication. Please note that administration of the Appian database is supported by the OCC’s DBA team.

The scope of this contract includes database development to support

Appian application development.

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Description of Change

43 Which specific OCC systems need integration

(mentioned: "disparate data systems")? Are APIs documented?

The section being referenced is related to the modernization of the

OCC’s multiple Supervision systems

(.Net/Custom applications), into one streamlined solution called ExPo.

Some of the OCC systems that ExPo will be integrated with are:

1. OCC’s enterprise DM/RM

SharePoint/Purview platform

2. SailPoint – User

Authentication & Provisioning

3. Active Directory

4. OCC’s Enterprise Information

Repository/data warehouse

5. Legacy Supervision systems

(.Net custom solutions)

APIs are documented in the Azure

DevOps tool.

No

44 Template Generation Logic: What are the specific business rules for "system generated templates"?

Template generation is generally driven based off of structured data collected on an Appian web interface, which is then used to populate a static template. There may be dynamic generation of content within the system generated template based on specific business rules (e.g., display certain text within a document depending on metadata for a record)

No

45 What specific attributes drive template generation? This depends on the business unit requirements for a specific template.

For example, the type of institution

(National Bank, Federal Savings

Association, Foreign Bank Branch) may drive what is displayed within a system generated template.

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Description of Change

46 How are activities prioritized and selected based on institution/ISU attributes?

This is driven based on business rules, regulations, and supervision policies.

No

47 Offerors may have experience related to innovation across a variety of sectors and scope relevant to OCC and its mission. Can the Government confirm that experiences performed beyond regulatory agencies would be scored the same so that vendors can showcase breadth of capabilities and market trends they can bring to OCC?

RFP, p.66 EIPS No; per RFP Section 4.5.2.: “Work performed in a financial regulatory setting (for the OCC, the SEC, the

Federal Reserve Board, the FDIC, etc.) may be evaluated more favorably.”

No

48 Can the Government detail the proportion of work in

TO1 across operations, minor enhancements and major enhancements?

Attachment 4: Technical & Management (TO1) Given the nature of existing systems, operations and minor enhancements typically constitute the majority of the workload, with major enhancements representing a smaller proportion.

49 Given vendors may propose different internal roles to each LCAT in the pricing sheet making it difficult to compare retention rate for each LCAT. In order for

OCC to be able to use similar information from the vendors to compare retention rates, would the government consider use of average retention rate across each vendor's Appian Practice? If the

Government is amenable to that, would the

Government confirm if the average retention rate for the last one year is acceptable?

Attachment 7: Resource Information Template, Technical &

Management (IDIQ)

We request a retention rate over the last 6 months.

No

50 Can the government confirm that offeror's may provide more than 3 EIPS references as part of our EIPS response as long as they stay within the same total page count?

RFP, p.61-62, EIPS No; the Offeror is required to submit exactly three (3).

No

51 Will the government allow Attachment 7 to be submitted directly to the CO in a password protected file to protect personal Identifiable Information (PII)?

Attachment 7: Resource Information Template, Technical &

Management (IDIQ)

Yes, attachment 7 will need to be encrypted and password protected.

Upon proposal submission the password should be emailed separately to POC listed on page 3 of the RFP.

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Description of Change

52 Can the Government define what 'TBD' means in paragraph (c) of OCI clause 1052.209-8000

(Organizational Conflict of Interest)? Specifically, can the Government clarify to which programs or activities restrictions apply?

RFP, p.25 1052.209-8000 ORGANIZATIONAL CONFLICT OF

INTEREST (b), paragraph 6 (c) "

The name of the eventual awardee will replace TBD.

No

53 Can the Government update Attachment 2, the Pricing

Spreadsheet, to include columns for vendors to provide discount % and discounted TO1 rates?"

RFP, Volume V – Price

No, the fact that an Offeror is providing a discount off of its normal rates/prices means nothing in the context of comparison with the rates/prices of other offerors.

Offerors should submit their best pricing up front.

No

54 The Sample TO 1 Period of Performance is stated to be

June 1, 2026 - May 31, 2027. The IDIQ Period of

Performance has not been declared. Please confirm offerors shall use the IDIQ Base Period rates to price the Sample TO 1.

Attachment 2: Pricing Sheet, Volume V – Price

Use year one IDIQ rates to price

Sample Task order 1. The IDIQ will have a straight five-year ordering period (no option years).

Yes Updated RFP Section 4.3.5 to use year 1 IDIQ rates for

Sample TO1.

55 Would the Government confirm TO 1 should be priced using Contractor Site rates due to the uncertainty of whether the work will be performed on-site or off site?

This will provide clarity in pricing and comparison of price from different vendors.

Attachment 2: Pricing Sheet, Volume V – Price Offerors must use the higher of the two rates for each labor category.

This may mean some labor categories will be Government site rates and others will be Contractor site rates depending on which is more expensive for each labor category.

Yes RFP Section 4.3.5. updated to clarify.

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Description of Change

56 For the sample Task Order-2, could the Government provide a backlog of current user stories?

Attachment 5: Technical & Management (TO2) We recognize that having detailed backlog stories can be helpful;

however, the nature of agile development means that backlog items will continue to evolve in collaboration with the selected vendor to align with stakeholder priorities.

The enclosures include backlog stories for the Appian operational products should serve as representative indicators of the types of Appian development anticipated.

See sample listing of backlog items in enclosures 31 and 32.

Yes RFP updated to include enclosures # 31 and 32.

57 Can the government provide Appendices C and D, which are referenced in Attachment 4, Section 3.3.1.2, for SLAs and historical trends?

Attachment 4: Technical & Management (TO1) See enclosure 34 information.

Yes RFP updated to include enclosures #34.

58 Can the Government confirm that tables and call out boxes can be presented in a font similar in size (or larger) and type to 10-point Times New Roman or Arial font?

RFP, p.58-64 As long as page limits are not exceeded, this is fine.

No

59 Can the Government confirm if FAR clauses 52.209-7

(Information Regarding Responsibility Matters, OCT

2018) and 52.229-11 (Tax on Certain Foreign

Procurements - Notice and Representation, June 2020) should be completed as part of the Volume VI fill -in requirements?

RFP, p. 36 VI – Solicitation Fill-In Information

By Maintaining an active entity registration in SAM, the Offerors have complied with requirements to report proceedings data in accordance with:

FAR 52.209-7 “Information Regarding

Responsibility Matters” and with requirements to report executive compensation data in accordance with

FAR 52.204-10 “Reporting Executive

Compensation and First-Tier

Subcontract Awards.”

However, completion of FAR 52.229-

11 must be submitted in Volume VI.

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Description of Change

60 For the sample TO 1, would the Government share a backlog of user stories, defects, and POA&Ms by the application name to allow vendors to accurately plan for transition in and support of the programs?

Attachment 4: Technical & Management (TO1)

See enclosures #31 & #32 Yes RFP updated to include enclosures #31 and 32.

61 Would the Government share architectural diagrams, data flow diagrams for the applications listed in TO 1 to allow vendors to accurately plan for transition-in and support of the programs?

Attachment 4: Technical & Management (TO1)

This information will be provided upon award.

No

62 Please confirm an Acronym Table may be included in each Volume and will not count against the page count.

RFP2031JW25R00004 Appian Platform and Product Support

4.3. INSTRUCTIONS TO OFFERORS p.58

An acronym table can be provided and will not count against the page limit. Information beyond the acronyms/initialisms and their fully spelled out representations will be ignored by the Government.

Yes Updated section 4.3 to provide clarification on permitted information in the acronym table.

63 Please confirm Offerors should only provide Labor

Category Retention Rates for the prime in Attachment 7

- Resource Information?

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

See response to # 137. No

64 Please confirm whether the TO1 Segment should include only a Transition-In Plan, and not a Transition-

Out Plan?

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

No transition-out plan is required in offers. All task orders will include

FAR 52.237-3 “Continuity of Services” as incorporated from the BASE IDIQ contract.

Yes RFP Section 2.2 has been updated to include FAR clause

52.237-3.

65 Please confirm Offerors should include the information required by Attachment 6 – Lessons Learned Template directly in Volume II.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.2. Volume II – Experience, Innovation, and Problem Solving (Not to Exceed 12 Pages) p.61

Yes, include directly into Volume II using Attachment 6 as the template of information required.

No

66 Please confirm whether "similar in type" in the context of past performance refers to similarity to the scope of work outlined in RFP Attachment 1 – Base PWS.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.4 Volume IV – Past Performance (Not to Exceed 9 Pages) p.63

The IDIQ’s Base PWS is not detailed enough (by design, and definition of what an indefinite delivery contact is) to present tasks in enough specificity for the purpose of evaluation under this acquisition. By similar in type, we’re referring to entirety of all work/performance in the RFP, not just

IDIQ’s base PWS.

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Description of Change

67 Based on the instruction, "A cover page, with an introductory narrative, for the volume is encouraged and will not count against the 9-page limit," please confirm Offerors may include the introductory narrative, in the body of the response and not on the cover page of the volume.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.4 Volume IV – Past Performance (Not to Exceed 9 Pages) p.63

If the cover page narrative is included in the body, it will count against page limit. If separate it will not.

No

68 Please confirm the Offeror can provide a Price

Narrative in Volume V.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.5 Volume V – Price p.64

Yes Yes RFP Section 4.3.5. is updated to allow a price narrative not to exceed 4 pages. See RFP amended text for restrictions.

69 Please confirm that ""similar in magnitude"" refers to an all-Appian solution.

4.3.4 Volume IV – Past Performance (Not to Exceed 9 Pages) p.63

Magnitude refers to the overall size and breadth of the requirement not whether it is Appian or not. The fact that it is Appian development falls under type of work.

No

70 The Appian System Administrator requires the candidate must obtain the Appian Certified Senior

System Administrator certification within 6 months of onboarding any task order. The Appian Certified

Senior System Administrator certification is no longer offered as a standalone certification. Appian recommends the Appian Administrator learning path.

Please confirm that this training is sufficient for this requirement or we suggest removing this training requirement.

RFP Attachment 1 - Base PWS" 3.3 Predefined Labor Category

Qualifications (Non-Key Positions) p.10

Yes, the Appian Administrator

(instructor lead - 4 half days) learning path suffices - see updated PWS for further details. The training is offered by Appian.

Yes Updated Base PWS section 3.3

71 In as much as the Appian Academy is only available to

Appian employees, please specify if internal training or

Appian certifications satisfy the requirement for

"successful completion of the Appian Academy program" for both senior and junior Appian developer roles.

RFP Attachment 1 - Base PWS" 3.3 Predefined Labor Category

Qualifications (Non-Key Positions) p.10-11

The statement in the referenced section is addressing ‘Appian

Corporate’ developers, which in the context of this RFP is synonymous to

‘Appian Employees’. As such, the

‘Appian Academy’ requirement still applies.

No

72 Please provide the referenced attachments in the story pointing examples.

PWS Annex B - Agile Development

1.1.4 Story Point Examples p.9

The referenced enclosures have been made available now, please reference the appropriate enclosure # accordingly. The enclosures are 16 and 17.

Yes RFP updated to include applicable enclosures # 16 and

#17.

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Description of Change

73 Please confirm only Appian's current development certifications should be provided in Attachment 7's certification breakdown. Specifically, Analyst, Associate

Certified Developer, Senior Certified Developer, and

Lead Certified Developer.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

Yes, that’s correct. No

74 Recommend the requirement for the Program Manager to have at least 7 years of program management experience that includes experience with the Appian platform and products.

RFP Attachment 1 - Base PWS

3.2 Minimum Qualification for IDIQ-Level Key Staff p.12

The requirement will remain as is.

However, offerors with program managers who have more than the minimum experience may be evaluated more favorably.

No

75 Please provide the referenced attachments in the following locations:

Task ID 3.2.2.10

Pg. 14: Documentation section for the list of SDLC documentation; System Administrator Guide;

Environment Diagrams; Information System

Contingency Plan.

Pg. 15: Information System Contingency Plan (ISCP)

Table-top exercise.

Task ID 3.2.2.1

Pg. 16: Release Notes

Pg. 17: Appian Health Check

RFP Attachment 4 - Sample Task 1 Existing Product Development

3.2.1 Operations, Compliance, and Business Investment pgs.14, 15, 16 and 17

This information will be provided at award.

No

76 Please provide historical helpdesk trends for each product. The PWS does not have an Appendix C.

RFP Attachment 4 - Sample Task 1 Existing Product Development

3.3.1 Tier-2 and Tier-3 Help Desk Support p.25

See enclosure 34 for this information.

enclosure # 34.

77 Please confirm the requirement to write automated test scripts and performance tests implies that the Quality

Assurance Resource must have experience in automated and performance testing. Recommend this be added in the role description under the base PWS.

RFP Attachment 4 - Sample Task 1 Existing Product Development

3.2.1 Operations, Compliance, and Business Investment p.11

Yes, the resource must have experience with performance and automated testing.

Yes RFP Attachment 1, Section 3.3 has been updated to reflect this experience.

78 Please clarify the date range for calculating hiring/retention rates for Appian resource. Is this YTD

(i.e., 1/1/25-5/31/25)? Within the last year (6/1/25-

5/31/25)?

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

See question 49. Yes RFP, Section 4.3.1 has been updated to reflect this information.

79 The solicitation states that "graphs and illustrations may use font size 8 or larger." Please confirm 8-point font is also acceptable for use within tables, provided the content remains legible?

RFP2031JW25R00004 Appian Platform and Product Support

4.3. INSTRUCTIONS TO OFFERORS

Yes, that is fine. No

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Description of Change

80 Given the number of required and preferred qualifications outlined in the PWS for the Appian

Program Manager, please increase the page limit for

Volume III to 4 pages to allow offerors spaces to provide a more complete and compliant response.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.3 Volume III – Key Personnel (Not to Exceed 3 Pages) p.63

The identified page limits shall remain unchanged.

No

81 For Attachment 7 - Resource Information Template, please confirm Offerors should provide the total number of full-time Appian resources within our company who are U.S. citizens in addition to providing the breakout by resource.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

Yes, Offerors should provide the total number of full-time Appian resources within the company who are U.S.

citizens in addition to providing the breakout by resource.

No

82 Please confirm the Appian resource information and retention rates should be provided in the Attachment 7 as a separate Excel file.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

Yes, Attachment 7 will need to be a separate file that is password protected. See response to question

#51.

No

83 For Attachment 7 - Resource Information Template, please confirm Offerors should provide the total number of Appian certified practitioners in our organization in addition to providing the breakout by resource.

RFP2031JW25R00004 Appian Platform and Product Support

4.3.1. Volume I – Technical and Management Approach (Not to

Exceed 75 Pages) p.59

Yes, Offerors should provide the total number of Appian certified practitioners in our organization in addition to providing the breakout by resource.

No

84 Please confirm whether the 46% Small Business

(General) goals is calculated based on total subcontracted dollars.

RFP2031JW25R00004 Appian Platform and Product Support

4.9. SMALL BUSINESS SUBCONTRACTING PLAN p.68

Yes, that is correct. OCC’s goal is that 46% of total contract dollars go to small business.

No

85 Will the OCC provide a weighting or scoring rubric for each evaluation factor?

RFP 2031JW25R00004 Appian Platform and Product Support.pdf /

Section 4.4 Basis for Award / Page 65

No, OCC’s position is that the order of importance should provide a good enough measure for Offerors to propose effectively while still maintaining leeway for Offeror innovation.

No

86 The first paragraph states "See Annex B, Section 2".

However, there is no Section 2 in Annex B. Which section of Annex B is this referring to?

RFP Attachment 1 / Section 2. Agile Development and Appian

Platform & Product Background and Additional Requirements / Page

We acknowledge this and have removed the reference to section 2.

Yes Attachment 1, section 2 has been updated to remove this reference.

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Description of Change

87 Would OCC please provide process flows for each product mentioned in Annexure B?

PWS Annex B - Agile Development.pdf / Section 1.2.2-1.2.16 / Page

13-20

At this stage of the solicitation, we are not able to provide process flows for the products included in Annex B. The intent of the solicitation is to allow offerors to propose solutions based on their understanding of the requirements as outlined in the PWS and based on the enclosures provided. Offerors are encouraged to leverage their experience with Appian development to demonstrate how they would approach the design and implementation of the requirements in alignment with the stated business needs.

No

88 Will the incumbent team provide transition-in support? PWS Annex B - Agile Development.pdf / Section 1.2.2-1.2.16 / Page

13-20

See question 17. No

89 Will the OCC provide business process documentation for ExPo, or is the contractor expected to lead discovery and mapping?

PWS Annex B - Agile Development.pdf / Section: 1.3.1 / Page 20 At this stage of the solicitation, we are not able to provide process flows for

ExPo. The intent of the solicitation is to allow offerors to propose solutions based on their understanding of the requirements as outlined in the PWS and based on the enclosures provided. Offerors are encouraged to leverage their experience with Appian development to demonstrate how they would approach the design and implementation of the ExPo requirements in alignment with the stated business needs.

No

90 Will the OCC provide existing SDLC templates for

System Administrator Guides and Environment

Diagrams?

RFP Attachment 4 / Section 3.2.1.10 Documentation / Page 14 No, will share during transition and after award.

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Description of Change

91 Will the OCC provide access to legacy SAT system documentation to support migration planning?

RFP Attachment 5 / Section 1.0 Purpose / Page 1 At this stage of the solicitation, we are not able to provide access to the legacy SAT system documentation.

The intent of the solicitation is to allow offerors to propose solutions based on their understanding of the requirements as outlined in the PWS and based on the enclosures provided. Offerors are encouraged to leverage their experience with data migration from legacy custom solutions to Appian to demonstrate how they would approach the design and implementation of SAT data migration requirements in alignment with the stated business needs.

No

92 Will the contractor be responsible for developing all listed epics and features, or will some be handled by

OCC teams?

RFP Attachment 5 / Section 4.0 Scope / Page 4 The contractor is expected to develop all listed epics and features.

No

93 What is the user base for each application (number of users, user roles)?

General Questions (for TO #1) Of the applications listed, approximately five to six (EMS, MAP, PASS, Quick Wins, SPRT, Tracker) are accessible to all OCC employees, but have core users in the less than

200 users range. The rest of the applications have a user base no more than 200 core users (with several having a user base in the 20-

30 core user range).

No

94 "What is the criticality of each application (e.g., Tier 1, Tier 2, etc.)?

Are any of these applications mission-critical?"

General Questions (for TO #1) CATS, EMS, SPRT, CSS, and CRA

Exam Tool (in that order) may be considered as mission-critical. ExPo is also mission critical

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95 Are there any case management, process mining, or

RPA components in these applications?

General Questions (for TO #1) The Supervisory Product Review Tool

(SPRT) and Common Case

Management (CCM) applications use case management accelerator components. None of the applications currently use RPA or process mining.

No

96 What is the expected data volume and data growth for each application?

General Questions (for TO #1) Exact data volumes and growth rates for each application are not available at this time. However, existing volumes are low to moderate, depending on the specific application and usage patterns. ExPo will be on the moderately high data volume and growth range. Offerors should expect to design scalable and performant solutions that can accommodate future data growth as adoption increases and additional functionality is introduced.

97 What version of Appian are the applications currently running on?

General Questions (for TO #1) 24.3 on-premises and contemporaneous latest version in the

Appian Cloud at any time.

No

98 What are the key integrations for these applications

(e.g., with databases, REST API Ihtegration [sic, assuming “integration”] with OCC Internal Systems, Salesforce)?

General Questions (for TO #1) Will share during transition and after award.

No

99 Are there any custom plug-ins or shared components in use?

General Questions (for TO #1) The OCC is only using Cloud compliant plugins in order to comply with Appian requirements to be in the

Appian Cloud. The OCC has Unified

Dynamic Case Management (UDCM) accelerator and that is a shared component in use.

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100 What tools are currently used for version control, continuous integration, and deployment? Appian Direct

Deployment or 3rd Party Tools like using Jenkins and

GitLab

General Questions (for TO #1) Appian tools and the Azure DevOps

(ADO) are used. ADO is a cloud-based platform that provides integrated tools for software development teams.

No

101 How frequently are changes or new features deployed to the applications?

General Questions (for TO #1) Changes or new features are typically deployed monthly. Products may have quarterly releases for key changes and monthly hotfix releases for defect fixes and other priority items.

No

102 Is there a dedicated development team, or is development done by the support team?

General Questions (for TO #1) There is a dedicated development team that does the development.

No

103 What is the OCC process for quality assurance? General Questions (for TO #1) See section 3.1.2 and 3.2.4 of RFP

Attachment 4 / Section 3.1.2 & 3.2.4 /

Page 7 & 10 and related enclosures for test analysis. See enclosures 11 and 12 as examples.

Yes RFP has been updated to include enclosures #11 and #12.

104 What are the required hours of support (e.g., 8x5, 24x7)?

General Questions (for TO #1) The contractor is to, at an absolute minimum, provide contract coverage, whether virtual (if approved by the

COR) or on site, during OCC core hours of operation between 10:00 a.m. to 3:00 p.m., Additional coverage for production release deployments and any system degradations or outages will occur outside of normal hours, including evenings and weekends.

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Description of Change

105 What is the current support team structure Tier2, Tier3

(e.g., number of resources, roles)?

General Questions (for TO #1) Product teams typically have a developer and quality assurance resource. As part of tier 2 support, these resources diagnose and address help desk incidents related to

Appian application issues. Tier 3 support includes the product owners who approve changes and assign roles in their capacity as business system administers.

No

106 What is the average volume of support tickets (e.g., per month)?

General Questions (for TO #1) See enclosure 34 for information on support tickets.

Yes RFP updated to include enclosure #34.

107 What are the Service Level Agreements (SLAs) for ticket resolution?

General Questions (for TO #1) There is 4 hour ITS SLA is to restore the incident/ticket with a temporary/root cause. Approximately, 80% of the product specific incidents are resolved within this SLA as we either have a data-fix identified or in-flight-modification in Appian completed.

No

108 Can we request the Government for the Incumbent vendor’s Name & their contract number (which is currently underperformance)?

See questions #4 and #7 No

109 What is the total award value (size) of the current contract, which is presently ongoing by the Incumbent vendor?

See question #5 No

110 Would you kindly confirm if this is an entirely new effort or is there an incumbent currently providing these services? If so, would you please provide the incumbent contract details?

See question #4 No

111 Is this a new requirement, or is there an incumbent currently performing the work? If so, please provide details on the incumbent.

See question #4 No

112 Could you please provide contract value of this opportunity?

No, the OCC will not divulge it

Independent Government Estimate.

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Description of Change

113 Please provide size limits in MB for submission files and submission emails, if any.

Section 1, General and Section 4.3, Instructions to Offerors pgs. 3 and 58 - All proposals submitted for this solicitation are due no later than 30 July 2025 at 10:00 AM, Eastern Time. Offerors must submit their proposals in six (6) volumes as shown in sections 4.3.1 through 4.3.6.

See question #32 No

114 Please confirm that this “cover page” is a title page, the first page of each volume that comes before the table of contents.

Section 4.3, Instructions to Offerors

p. 58 - Each offeror must submit a cover page for its offer that includes the offeror’s: point of contact and alternate point of contact for the proposal (including phone numbers and e-mail addresses), business address, unique entity identifier from SAM.gov, and CAGE code.

This is a cover page for the entire proposal, not each volume. This cover page should NOT be included inside a volume, or it will count against the page limit for that volume.

No

115 Please confirm that all volumes should have a cover page/title page and that these pages will not count against volume page limits.

Section 4.3, Instructions to Offerors

p. 58 - Each offeror must submit a cover page for its offer that includes the offeror’s: point of contact and alternate point of contact for the proposal (including phone numbers and e-mail addresses), business address, unique entity identifier from SAM.gov, and CAGE code.

See question 114. No

116 Please confirm that Offerors may insert a new tab for a cover page in the Volume V Price Excel. Alternatively, please confirm that a cover page/title page is not required on the Price Excel.

Section 4.3, Instructions to Offerors

p. 58 - Each offeror must submit a cover page for its offer that includes the offeror’s: point of contact and alternate point of contact for the proposal (including phone numbers and e-mail addresses), business address, unique entity identifier from SAM.gov, and CAGE code.

See question 114. No

117 Please confirm that Tables of Contents and Divider

Pages are allowed and not subject to the specific page limits of each volume.

Section 4.3, Instructions to Offerors p.58 - Offerors must submit their proposals in six (6) volumes as shown in sections 4.3.1 through 4.3.6.

The page limit will apply to tables of contents; note that tables of contents are not required.

The page limit will not apply to divider pages provided they are blank or only include “this page intentionally left blank” (or similar). Divider pages that have information material to the proposal will be counted towards page limits.

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Description of Change

118 Please provide a period of performance for the IDIQ and TO2, respectively.

Section 4.3.1 Volume I – Technical and Management Approach p.58 - IDIQ Segment, TO1 Segment, TO2 Segment

This is already listed in the RFP in clauses. There is no “period of performance”, there is an “ordering period” of 5 years which is synonymous for all intents and purposes.

No

119 Can Offerors provide EIPS examples for subcontractors?

Section 4.3.2 Volume II – Experience, Innovation, and Problem

Solving p.61 - The offeror must provide three (3) EIPS examples within the last five years where the offeror played a primary role.

The examples should clearly demonstrate the Offeror's leadership, innovation, and problem-solving capabilities in the context of the specified projects. If the Offeror's primary role involved managing or integrating the work of subcontractors, and this management was central to the project's success, it might be possible to include subcontractor examples. However, the focus should remain on the

Offeror's role and contributions. See question 1 for exact percentage for sub contract work acceptable.

No

120 Please clarify if Offerors are to provide an overview demonstrating relevant experience, innovation, and problem solving, and then cite three examples, each of which covers the nine points outlined for EIPS. Or, if the volume should only address the three instances.

Section 4.3.2 Volume II – Experience, Innovation, and Problem

Solving p. 61 - The offeror must submit a written response that effectively demonstrates its relevant experience, innovation, and problem solving (EIPS) on previous/current contract efforts comparable to that in this solicitation (i.e., may be comparable to either or both sample tasks).

The Offeror must provide three (3) EIPS examples within the last five years where the offeror played a primary role. EIPS examples must be real and factual (not notional or “made up”) and may include commercial and Government experiences. The Offeror must provide the following for each of the three (3) instances of EIPS:

Only the 3 examples, no overview. No

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121 For the volumes with specific font size requirements

(Volumes I, II, III, and IV), would the Government allow

Offerors to use font size 8 or larger for tables and text boxes?

Volume I, Section 4.3.1; Volume II, Section 4.3.2, Volume III, Section

4.3.3, and Volume IV, Section 4.3.4

Pgs. 61, 62, and 63 - [Volumes]…must be presented in a font similar in size (or larger) and type to 11-point Times New Roman or Arial font; though, graphs and illustrations may use font size 8 or larger.

Yes, this acceptable as long as page limits are not exceeded.

No

122 Please confirm that Letters of Commitment for Key

Personnel are not included in the page limits for

Volume III – Key Personnel.

Volume III, Section 4.3.3 p.62 - Letters of commitment stating the individual agrees to work for the offeror on the OCC’s requirement if the offeror is awarded a contract for the OCC’s requirement must be provided for key personnel who are not current employees of the

Contractor.

Letters of commitment from key personnel will not be part of the page limit.

No

123 Please confirm that Offerors should include in Volume II

(12-page limit) the information listed in Attachment 6 –

Lessons Learned Template, and that Attachment 6 should not be submitted as a separate file.

If Attachment 6 is to be submitted separately, please clarify page limits, if any.

Section 4.3.2 Volume II – Experience, Innovation, and Problem

Solving

Attachment 6 – Lessons Learned Template p. 62 - The offeror must provide a title, background, actions taken, results achieved, and lessons learned using Attachment 6 – Lessons Learned Template.

Include directly in the Volume II, but using the examples in Attachment 6 as a template of the information required.

No

124 Please clarify that this “cover page” is in addition to the volume cover page/title page, or if the cover on Volume

IV should be the “Introductory Narrative”.

Section 4.3.4 Volume IV – Past Performance (Not to Exceed 9 Pages)

p. 63 - A cover page, with an introductory narrative, for the volume is encouraged and will not count against the 9-page limit.

There may be a cover page that is an introductory narrative to the past performance volume, but is not required, only encouraged.