Illustrative cases. The scenarios are constructed; the method is drawn from real program work.
"Can we claim this AI subscription?"
Ten monthly invoices. No matching line in the approved budget. Two charges outside the project period. No one certain who had authority to decide.
I reduced the case to one decision the funding agency could rule on in a single reply.
Should the NT$9,600 in-period portion be submitted under an existing category now, or after a budget adjustment?
Preliminary reading — A, given the current facts. Proceed with A if the funding agency confirms the category in writing. Otherwise, follow B.
Decision owner — funding agency case officer, with the organisation's accountant
System prepares. Human decides.
Option A, under information services, with a statement of use attached. Ruled without a further round of questions.
This method came out of running procurement and reimbursement on a 16-month government-funded program — planning backward from the closeout date, with zero reimbursement items rejected at the mid-term review.
Read the case studyTen monthly charges, NT$12,000, invoices and payment records on file.
Used for materials and administration · invoices to the organisation, paid on a personal card · March to December — two months fall outside the project period
Scope resolved, period portion isolated, and the open question narrowed to procedure.
Expenditure principles, budget table, service-fee provisions and adjustment rules, set against invoices, payment records and a written statement of use.
Category undetermined · no written agency confirmation on file.
Programme relevance supported; procedure unresolved.
Two live options, the four facts needed to choose between them, and the enquiry text ready to send.
Ruling, authority, basis, conditions and status logged against the case.