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Clinical Academic Appraisal

Cardiff University has revised its appraisal arrangements for clinical academics holding honorary NHS contracts with Health Boards / Trusts in light of the General Medical Council's revalidation requirements.

The revised arrangements accommodate joint appraisal of clinical academics by the University and the NHS and so are compliant with Follett principles. The revised appraisal arrangements support medically licensed doctors for revalidation and are also suitable for dentists.

Guidance on joint appraisal for clinical academics is available here.

A set of prompts has been developed to assist clinical academics in structuring their appraisal evidence for the domain on “ Teaching, research, innovation and leadership ”. University appraisers may also find these helpful in conducting the appraisal meeting. Guidance on role expectations for members of academic staff by career pathway is available here.

Appraisal arrangements vary for clinical academics according to specialism.

To assist you in arranging your joint appraisal, please refer to the FAQs:

What appraisal arrangements apply to me?

Appraisal arrangements for General Practitioners are unchanged. Academic GPs should continue to use their existing appraisal arrangements, noting that the landing page for GPs using MARS has recently changed to http://www.marswales.org/

All other clinical academic doctors and dentists should undertake an annual Joint Appraisal, covering your Whole Practice (both clinical/NHS and academic/University activities) to ensure that your Whole Practice is appraised. You are strongly encouraged to use the on-line appraisal system (MARS) which accommodates 2 appraisers and your University activities; if this is not possible, a paper version of the MARS system which has been endorsed as suitable for revalidation is available, and a copy of this is available here:

http://www.cardiff.ac.uk/humrs/training/perfreview/appraisal/specialisms/index.html

Who should I approach to appraise my clinical / NHS activities?

Your NHS appraiser must be AQMAR trained. You may not use the same NHS appraiser more than twice in a 5 year period; therefore you will need to approach different NHS appraisers over the revalidation cycle.

Who should I approach to appraise my academic / University activities?

The University appraiser will normally be your University line manager. Unlike the NHS, there is no requirement for them to have undertaken appraisal training, nor to be AQMAR trained. (Cardiff University does offer appraisal training, see the Staff Development web site for dates of courses http://www.cardiff.ac.uk/humrs/training/programme/index.html). There is also no limit on the number of annual appraisals University appraisers can undertake. If you are using the on-line MARS system, your University appraiser will need to register for a MARS appraiser account (see below on how to register for a MARS account).

My NHS appraiser and my University appraiser and I cannot find a mutually convenient time to undertake the joint appraisal meeting. What should we do?

Ideally, Joint appraisal will be undertaken on a single occasion with both appraisers and the appraisee present. Where this is impracticable, joint appraisal can happen in two sessions, as long as both appraisers work off a single set of appraisal data. Both appraisers must complete the electronic appraisal form within the 12 day limit allowed for in MARS and should plan time for the writing up of the appraisal when scheduling the meeting. Any appraisees who experience delays in the completion of the appraisal documentation should contact their Institute Director if the delay is in the University, or their Clinical Director if the delay is in the NHS.

My revalidation date is imminent and my University appraiser cannot undertake a joint appraisal before the revalidation date passes. What should I do?

It is recognised that if you have a revalidation date in 2013, you may not have sufficient time to organise a joint appraisal before your revalidation deadline. In this instance, you should proceed with your appraisal (which MUST include details of your academic/University activities in order for this to reflect your Whole Practice) and hold an appraisal meeting with your NHS appraiser, and schedule a separate academic appraisal meeting (using the same set of appraisal data) as soon as possible afterwards. Thereafter, appraisals should be jointly conducted, and you are responsible for approaching both appraisers in good time to schedule and undertake your annual joint appraisal. Please be aware that delays in conducting a joint appraisal are not considered grounds for deferral.

Can my University appraiser also undertake my NHS appraisal?

If your University appraiser is AQMAR trained, they may undertake the joint appraisal as the sole appraiser, covering both facets of your role. However, they may only perform the NHS appraiser role on 2 occasions in a 5 year cycle.

Who can answer my questions about Multi Source Feedback?

MSF is a requirement of revalidation, and any questions about MSF can be answered by the Medical Staffing Team in your honorary NHS organisation which manages revalidation activities.

How do I and my appraisers register for a MARS account so we can use the on-line appraisal?

You should contact your School’s HR office to notify them of your need for a joint appraisal. Clinical academics in the School of Medicine should contact Antonia Faithfull (faithfullAJ@cardiff.ac.uk) and Clinical academics in the School of Dentistry should contact Lesley Bennison (BennisonLG@cardiff.ac.uk). You will need to provide the contact details of both your NHS and your University appraisers.

Is there any information available on revalidation, and any further training sessions for appraisees and appraisers?

Yes. Cardiff and Vale UHB will be holding updates on revalidation in forthcoming Grand Rounds, and further sessions for appraisees and appraisers are available. Please contact Stephanie Collins in C&V UHB Medical Staffing Team on Stephanie.Collins@wales.nhs.uk. Other Heath Boards may also be doing the same, and you should contact their Medical Staffing Teams for details.