Right-Sized Public Tech working resource

AI procurement worked example and editable evaluation pack

A fictional, source-linked example with editable requirements, vendor evaluation, pricing, pilot acceptance, and exit materials for public teams.

Fictional worked example. Replace every illustrative entry with locally verified facts and requirements.

Do not place confidential procurement, resident, student, personnel, vendor, security, incident, or controlled information in an unapproved file or location.

Published and sources verified
August 26, 2026

The fictional decision

Should a county use AI to help triage resident service requests?

The example starts with a narrow administrative function: recommend an approved category and destination queue, then draft a factual acknowledgement. Authorized staff retain every decision and action. Eligibility, enforcement, benefits, payment, emergency response, case disposition, and final communication remain out of scope.

The method is reusable. The facts are not.

Use the structure for a real public workflow only after the responsible procurement, operational, legal, privacy, security, records, accessibility, finance, and technology owners verify what applies.

What is inside

A complete path from problem statement to exit evidence.

Each section creates a decision record that the next section can test. Teams can stop when a gate fails instead of treating procurement as inevitable.

  1. Decision brief

    Define the operational job, alternatives examined, affected people, prohibited actions, and unresolved questions.

  2. Roles and data boundary

    Name decision owners, reviewers, data authority, retention, deletion, training-use, and human-approval boundaries.

  3. Draft requirements

    Write outcome and control requirements that can be demonstrated, scored, and accepted.

  4. Evidence and demo script

    Require every vendor to run the same representative and failure-focused scenarios.

  5. Evaluation framework

    Combine weighted evidence with mandatory gates that can block advancement regardless of score.

  6. Bounded pilot

    Resolve one material uncertainty with a time, user, data, integration, fallback, and stop boundary.

  7. Whole-life pricing and exit

    Compare implementation, operating, human-review, change, export, transition, and shutdown costs.

  8. Local verification record

    Record the current authority, source, owner, applicability, and verification date for every local requirement.

Source crosswalk

Know which discipline supports each part.

Part of the packPrimary supportApplicability boundary
Problem fit and alternativesGSA AI Guide and Digital Services PlaybookPublic service design discipline. Adapt to the organization and operating context.
Acquisition team, testing, pricing, rights, and portabilityOMB M-25-22 and GAO-26-107859Federal acquisition sources. They do not automatically apply to state or local organizations.
Risk, evaluation, human oversight, and changeNIST AI RMF and Generative AI ProfileVoluntary frameworks unless adopted or otherwise made applicable.
State and local procurement life cycleNASPO Practical GuideReference frame only. Verify current local authority, rules, and purchasing method.
Open the primary source register

Artificial Intelligence Risk Management Framework

National Institute of Standards and Technology. AI RMF 1.0 with current NIST resource updates. Last verified August 26, 2026.

Voluntary risk management across Govern, Map, Measure, and Manage, including trustworthiness considerations throughout the AI life cycle.

AI Guide for Government

U.S. General Services Administration. Living public guide. Last verified August 26, 2026.

Problem selection, organizational readiness, integrated teams, buy-versus-build decisions, testing, data rights, sustainable capability, and lessons learned.

Digital Services Playbook

U.S. DOGE Service. Current public edition. Last verified August 26, 2026.

User needs, iterative delivery, accountable ownership, security and privacy, and decision-linked measurement.

Separate commercial routes

Apply the pattern to a real operational lane.

JS Technology Solutions publishes this resource and also develops software. The neutral pack comes first. Each route below states its current status, fit, and non-fit conditions.

Transportation invoice review

RouteLedger

K-12 transportation, finance, procurement, and IT teams

Working product demo available

Potential fit

  • Recurring contractor invoices can be exported at line level.
  • Assignments, rates, and service evidence have stable identifiers.

Not a fit

  • The primary problem is live routing, dispatch, or driver scheduling.
  • The workflow would require unnecessary student-level data.

Grant or subrecipient monitoring

GrantDesk

Public program, grants, finance, and compliance teams

Proposed bounded pilot, not a finished product

Potential fit

  • One program has a clear monitoring workflow and decision owner.
  • The team needs one traceable lane for evidence, findings, and follow-up.

Not a fit

  • The need is a full enterprise grants platform across unrelated programs.
  • No internal owner can make the actual compliance decisions.

Capital or IT portfolio intake

PortfolioDesk

Public leadership, finance, facilities, procurement, and IT teams

Proposed bounded pilot, not a finished product

Potential fit

  • Leadership needs comparable scope, risk, cost, and outcome evidence.
  • A department or portfolio can define a bounded starting point.

Not a fit

  • The organization first needs to decide who owns portfolio governance.
  • The need is a full construction, accounting, or project-management suite.

Permitting or licensing intake

PermitDesk

State and local permitting, licensing, inspection, and IT teams

Proposed bounded pilot, not a finished product

Potential fit

  • One permit or license type has a repeatable intake and completeness review.
  • Authorized staff retain every eligibility, approval, and enforcement decision.

Not a fit

  • The need is a full land-management or regulatory case-management platform.
  • This is not positioned as a K-12 operational lane.

A different operational lane

Start with one bounded outcome, even if no product exists yet.

Describe the decision, handoff, evidence, and smallest reversible test. This requests a possible scoping conversation. It does not enroll you in resource updates or marketing.