Faculty & Staff
Campus Funded Professional Development Fund (PDF) Guidelines
Approved: 9/10/2012 - REVISED v.7
In order to assure the continued development and excellence of its personnel, the University of Wisconsin - Whitewater employs a program to invest in professional development and professional travel opportunities. This program is not intended to be used as support for research materials, supplies, or equipment; separate funding should be sought for these research expenses. A campus funded Professional Development Fund pool will be made available on an annual basis to each UW-Whitewater division for distribution during the fiscal year. Faculty, Academic Staff and Classified Permanent and Project employees are eligible to receive funds to be used toward professional development. At a minimum, faculty will be eligible for funding of $1,000, academic staff $500, and classified staff $250 in professional development funds.
While the campus will be providing funds for professional development, it is not expected that these will represent the entirety of professional development expenses. These funds are intended to supplement divisional funds. The amount allocated by the campus will remain constant but the allocation distribution will be revised yearly based on actual FTE (greater than .50 FTE only). Funding will be administered and distributed by division heads or their designees (deans, directors). Assignment of any designees should be clearly communicated to avoid confusion during the approval process.
Guidelines for Professional Development Funds (either provided by campus or from divisional sources) are outlined below.
- Each employee must submit a request for using the professional development funds prior to gaining access to funding, including the sources of funding for the entire intended expense. This should be provided on the Professional Development Fund request form and submitted to the division head or their designee for approval prior to the expense being incurred. An alternate approval form may be used, with approval from the division head. The original signed approval should remain within the area where the funding is allocated with a copy attached to the Travel Expense Report (TER) prior to submitting to Financial Services. Routing information is included on the request form.
- Professional development and professional travel requests are restricted to job-related or career development opportunities. These include training, workshops, conferences, non-credit coursework and presentations of papers or research.
- With consultation and approval of the division head, dean, and supervisor, professional development funds may be used to purchase alternately delivered forms of professional development such as books, videos, and journal subscriptions. The purchase of supplies for use in research is not included within this policy and should be sought using other funding sources.
- Job related courses for credit should defer to the tuition reimbursement policy.
- Requests for the use of funds should be submitted in a timely manner and professional development activities must be completed prior to June 15 in order to ensure that expenses are coded to the correct fiscal year. If funding is used for travel, a Travel Expense Report (TER) must be completed and submitted for reimbursement no later than the June fiscal year cut-off for all travel reports.
- All funds expended for professional development must meet all standard purchasing requirements and travel must meet travel guidelines. Any incidental personal expenses incurred at the time of the professional development activity will not be reimbursed.
- Professional development funds cannot be accumulated across fiscal years. Any funding remaining in the organizational accounts at the end of the fiscal year will revert to campus central reserves.
- It is expected that an employee utilizing professional development funds while on sabbatical or other leave from campus, will return to employment after the sabbatical/leave is completed.
- Costs in excess of the campus allocation will be the responsibility of the employee.
- Without pre-approval, expenses must be covered by the employee.