Unit Policy
Title
Department of Surgery: Policy on Discretionary Funds
Introduction
Purpose
This policy provides support for academic growth and contributions, transparency in financial support for educational and travel expenses, and fiscal responsibility.
Scope
All Department of Surgery faculty, staff, and providers.
Policy
Policy Statement
In addition to these clinical funds, faculty may have access to trust, expert witness or endowment funds for which they have disbursement authority. All discretionary expenses are to be used for the employee they are assigned to and not used for other individuals expenses, for example resident travel or textbooks.
The discretionary fund may be used for the following purposes:
- Membership fees
- Approved travel expenses associated with Department of Surgery related responsibilities
- Journals
- Publication fees
- Educational related software
- Lead vests/Safety glasses
- Computer—Above budgeted computer (via UNC procurement channels w/approval)
- Medical license fee
- Rex credentialing fee
- Privilege License
- Other—at the discretion and approval of the Chair
Clinical providers at UNC are covered under the fee exempt provision for their DEA license and must indicate that they qualify for the UNC fee exempt status during the application/renewal process. There will be no reimbursement for expenses if the provider fails to indicate fee exempt.
Once an employee has confirmed their separation with UNC any discretionary spending is at the discretion and approval of the Chair.
The discretionary amount allocated will be prorated based on FTE and months of employment during the fiscal year and will be reported to each employee on a quarterly basis. The maximum amount available for the Current Fiscal Year per clinical physician faculty member with a 1.0 FTE is $8,000. The maximum amount per Advanced Practice Providers with a 1.0 FTE is $2,500. The maximum amount available per research PhD faculty with a 1.0 FTE is $5,000.
All amounts and expenses are at the discretion of the Chair.
Contact Information
Primary Contact
Name: Paul Clement – Business Manager
Telephone: 919-843-1287
Email: Paul_Clement@med.unc.edu