Department of Surgery: Policy on Discretionary Funds

Summary

This policy provides support for academic growth and contributions, transparency in financial support for educational and travel expenses, and fiscal responsibility.

Body

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

Details

Details

Article ID: 159670
Created
Tue 12/16/25 5:42 PM
Modified
Fri 12/19/25 10:59 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
School of Medicine - Department of Surgery
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Chair
Next Review
Date on which the next document review is due.
07/01/2026 12:00 AM
Last Review
Date on which the most recent document review was completed.
12/19/2025 12:00 AM
Last Revised
Date on which the most recent changes to this document were approved.
12/19/2025 12:00 AM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
07/01/2025 12:00 AM
Origination
Date on which the original version of this document was first made official.
12/19/2025 12:00 AM