Case #1: Accurately code and bill for services based on current payer and government standards.
Julie is a departmental administrator, and Joe, a colleague in her department, desperately needs a new laptop. He submits for Julie’s approval a requisition to charge a new laptop to a federal contract he is working on. The department has just suffered proration of its budgets, and resources are tight, but Julie knows that this equipment was not justified in the project budget and is likely to be used for all sorts of university business, not just work on the contract. Julie worries that if the laptop is not paid for by the contract, she won’t be able to afford it on any other account. The requisition is in her approval queue.
What should Julie do?
- Call Grants Accounting and let them know that she believes this is not allocable to the contract, but that she feels like she can’t reject it. She will be sending it to someone in Grants Accounting to make the decision.
- Reassign the Oracle requisition document to the department chair and let him make the call.
- Reject the requisition and explain to Joe that contract funds may not be used to buy this equipment.