8. For moderate- and high-risk: consult with CDT
Plan and prepare
Research and refine
Assess and consult
Procure and productize
CDT GenAI Consultation is required for “Moderate” and “High” risk procurements.
- Submit a Case via the New Technology Consultation and Assessment request, in the CDT IT Service Portal
- CDT will provide consultative services to assist state entities with GenAI solutions to meet their program/business needs.
- Resubmission – After CDT’s initial consultation, if at any time in the procurement process there are any changes to the terms, scope, or complexity of GenAI that were not evaluated or considered in the initial consultation, the state entity must resubmit the GenAI intake documents to CDT for further evaluation.
Avenues for a GenAI Consultation include but are not limited to:
- Legislative mandate: Instances for which a legislative mandate requires a solution that includes a GenAI technology function or service.
- Market research: A state entity is planning, researching, or performing analysis of a solution identifies a GenAI technology function or service.
- Bid response: A State entity includes the required vendor disclosure, and a vendor identifies GenAI in their response to the solicitation, or as part of their proposal.
- Project Approval Lifecycle (PAL; SIMM 19) A state entity enters into PAL and at any stage identifies a GenAI technology function or service.
- Budget change proposal (BCP): A BCP is submitted to the Department of Finance for a solution that contains a GenAI technology function or service.
- Pilot or proof of concept: A state entity exploring potential use cases.
- Intentional or incidental GenAI purchases related to IT, Non-IT or telecom purchases designated “Moderate” or “High” risk.
CDT’s GenAI consultation may result in recommended conditions or require re-submission of the GenAI intake documents based on CDT’s findings. CDT’s consultation timelines depend on the complexity of, and information provided in the GenAI intake documents. If you need assistance, contact your CDT Customer Engagement Services Account Lead, or email CDTGenAIIntakeRequest@state.ca.gov to discuss your questions and needs.