Current through all regulations passed and filed through September 16, 2024
(A) Purpose
To establish a rule governing external professional commitments
by covered university employees, as defined herein.
Participation by covered university employees of university in
activities of government, in industry and in other private institutions
commonly serves the academic interest of the university. The public benefits
from the dissemination of knowledge and technology developed within the
university. Students benefit by learning from faculty who bring knowledge and
skills derived from these experiences to the classroom. Moreover, the
professional experience and recognition that such participation brings to the
faculty member will be shared with the university.
(B) Scope
(1) This rule applies to covered university
employees (as defined below) who hold appointments of .75 full time equivalent
"FTE" or greater. Unclassified hourly employees, classified civil service
employees and student employees are not eligible to consult or to engage in
other commitments outside the university during normal working hours.
(2) This rule establishes guidelines and
reporting requirements for external professional commitments, external to the
university, for which covered employees receive compensation
or in which the covered employee holds an equity
interest. The following activities are not subject to this rule's
guidelines and reporting requirements:
(a)
External professional commitments that reflect normal and expected public
service activities of covered university employees that do not entail
compensation beyond reimbursement for expenses and/or a nominal honorarium.
These activities include service to governmental entities and boards such as
peer review panels and advisory bodies to other universities; presentations to
either professional or public audiences in such forums as professional
societies, libraries, and other universities; and peer review activities
undertaken for either for-profit or nonprofit publishers.
(b) Healthcare activities that are explicitly
a term of the covered university employee's employment (e.g. co-funded faculty
positions).
(c) Covered university
employees are strongly encouraged to discuss all anticipated external
professional commitments with their direct administrative supervisor before
engaging in the activity in order to accurately determine whether an activity
is exempted from or covered by this rule.
(C) Definitions
(1) "Compensation" refers to direct or
indirect receipt of money or its equivalent for services rendered, includes
salary and any payment for services not otherwise identified as salary (e.g.
consulting fees, honoraria and paid authorships).
(2) "Conflict of Interest" refers to a
relationship between a covered university employee's external professional
commitments and the covered university employee's expertise and
responsibilities at the university such that an independent observer might
reasonably question whether the covered university employee's objectivity in
the performance of his or her university responsibilities could be compromised
by considerations of personal gain.
(3) "Conflict of Commitment" occurs when the
time or effort that a covered university employee devotes to an outside
professional commitment interferes with the employee's fulfillment of his or
her university responsibilities, or when an employee makes unauthorized use of
university resources in the course of fulfilling a outside professional
commitment.
(4) "Covered University
Employees" refers to faculty and professional staff as defined in this rule.
(a) "Faculty" refers to employees appointed
to that status by the board of trustees who are employed at least .75 "FTE" by
the university.
(b) "Professional
staff" includes, but is not limited to, those employees who are employed at
least .75 "FTE" by the university and provide leadership for academic programs,
personnel, and academic support units; provide professional support to senior
university or college administrators both academic and non-academic; or are
senior university administrators or those who possess independent decision
making and discretionary authority within the university.
(5) "Direct Administrative Supervisor" is the
person to whom the covered employee reports within the university. In the case
of faculty, the direct administrative supervisor is, generally, the department
chair. In the case of department chairs, the direct administrative supervisor
is, generally, the dean. In the case of professional staff the direct
administrative supervisor is the department manager, the division director or
the department chair.
(6) "External
Professional Commitment" is a professional engagement, undertaking or
obligation that is generally linked to the covered university employee's
university responsibilities, but occurs outside of the context of the
employee's expected duties to the university.
(7) "Normal Working Hours" are eight a.m. to
five p.m. unless otherwise established by the covered university employee's
supervisor.
(8) "REPC" refers to
the request for approval of external professional commitments form.
(9) "EPCR" refers to the external
professional commitments report form.
(10) "Unclassified Hourly Employee" is an
hourly employee who is not a classified civil service employee and who is
subject to appointment, removal, promotion, transfers or reductions by the
appointing authority.
(11) "Unit"
may be the university or a college department, office or division.
(D) Body of the rule
(1) Covered university employees are
encouraged to engage in external professional commitments to the extent that
these activities are clearly related to the mission of the university and the
expertise of the covered university employee; provide direct or indirect
benefits to the university: and do not entail a conflict of interest as defined
herein. As a general rule, the proportion of a covered university employee's
professional effort devoted to external professional commitments should not
exceed one business day per week. Prior approval must be obtained as outlined
below. Covered university employees should avoid any conflict or appearance of
conflict between external professional commitments and his or her university
responsibilities. In particular, covered university employees should
avoid any interruption to their formal instructional activities because of an
external professional commitments.
Under Ohio law, the university owns any intellectual property
that is a product of university research. When engaged in external professional
commitments, a covered university employee must not assign to other entities
the rights to a product of university research.
(2) No external professional commitment may
interfere with the performance of regular university duties; compete with
course work offered by the university; or compete with services offered by the
employee's unit.
(3) All covered
university employees are permitted to engage in external professional
commitments up to three days per calendar year without prior approval. However,
this activity must be reported annually.
(4) Reporting of professional commitments.
Covered university employees are required to report their external professional
commitments as follows based on the duration of the commitment:
(a) External professional commitments of less
than three days per calendar year do not require prior approval.
(b) External professional commitments of more
than three days but less than thirteen days per calendar year do not require
prior approval, but must be reported annually on an "EPCR" form.
(c) External professional commitments of more
than thirteen days per calendar year or three days in a given month; or an
activity likely to attract public attention to the university require approval
prior to engaging in the activity. All prior approvals expire at the end of the
performance review cycle or no later than June thirtieth. Covered employees
intending to continue external professional commitments in a subsequent review
cycle must re-submit a "REPC".
(5) Covered university employees with
external funding must comply with all time and effort reporting requirements
established by the university or funding agency.
(6) Unit review of requests
(a) The direct administrative supervisor
reviews the information submitted on the "REPC" to evaluate whether or not the
activity represents a conflict of commitment or a potential conflict of
interest. Consideration shall be given to whether the activity:
(i) May interfere with the covered university
employee's primary university activities. Generally, the employee should be
able to continue his or her normal teaching, research, service and departmental
participation or regular job responsibilities;
(ii) May involve an excessive time
commitment. Generally, the time commitment to the activity should
be no more than one day per week, on average, for the term of the external
appointment;
(iii) Involves
teaching at another school or teaching an online course. Generally, the
activity should not compete with university services in terms of subject
matter, level of education and availability within the local
geography;
(iv) Involves conducting
research through an outside entity. Generally, the outside commitment should
not compete with contract or research opportunities for the university;
or
(v) Involves serving as an
officer of a professional society or an editor of a professional journal.
Generally, the direct administrative supervisor needs to weigh the benefits of
assuming professional leadership responsibilities for institutional reputation
and personal career development with the extent and duration of any relief from
normal job responsibilities that the activity will require.
(b) Decision to approve or deny an
outside professional commitment.
(i) The
direct administrative supervisor reviews the request and forwards a
recommendation to the dean or the division director (or their designee), for
consideration. The dean or division director (or their designee), may grant or
deny the request as set forth on the "REPC". This recommendation should,
generally, be made no later than two weeks from the receipt of the request or
as soon as practicable. Decisions by the dean or division director (or their
designee) should generally be made no later than two weeks from receipt of the
recommendation or as soon as practicable.
(ii) The dean or the division director (or
their designee) will notify the individual and the direct administrative
supervisor of the decision. If the request is not approved, a written statement
of the reason(s) for denying the request will be provided. Decisions by the
dean or division director (or their designee) are final. The office of the dean
or the division director will retain all associated documentation.