A Guide to www.ShireSupport.com Updated: Winter 2014 Shire Pharmaceuticals-SP Our purpose We enable people with life-altering conditions to lead better lives. www.ShireSupport.com • These slides provide an orientation on • Registration, Eligibility and Submission Process • Therapeutic Areas of Interest • Funding Types • Charitable Contributions • Sponsorship Requests • Independent Medical Education • Continuing Medical Education • Fellowship Funding • Travel Grants for HCPs in Training • • • • Disclaimer: Massachusetts Finances Reminders Contact Information To be as brave as the people we help. 2 Registration and Submission Process • Step One • Become a registered user of www.ShireSupport.com • When registering please have the following materials available • Legal name of the organization as registered with the IRS • A signed PDF copy of the organization’s W9 form • Note: Electronic signatures are NOT acceptable • If applicable, a PDF copy of the organization’s non-profit determination letter from the IRS • Step Two • Select the request type • Medical Education Grants • Healthcare related Charitable Contributions and/or Sponsorship Requests • Step Three • Submit the request with attachments as applicable To be as brave as the people we help. 3 Registration Eligibility • Eligible • Medical Schools • Hospitals/Medical Centers • Medical Associations/Medical Societies • Patient Advocacy Organizations • Medical Education Companies • Not for Profit organizations • 501(c)(3)(4)(6) • Ineligible • Individuals • Private or group medical practice(s) • An organization that has been debarred or is on the OIG exclusion list • An organization that is partially or wholly owned by practicing healthcare professionals If you represent an organization located in Massachusetts, please refer to slides 14-15. To be as brave as the people we help. 4 Therapeutic Areas of Interest • ADHD • Adult • ADHD is a chronic neurologically based disease. Therefore Shire’s educational goal is to fund education that provides specialists with the information and tools needed to improve the screening, diagnosis, treatment, and management of adult patients with ADHD. • Adolescents • ADHD is a chronic neurologically based disease. Therefore Shire’s educational goal is to fund education that provides specialists with the information and tools needed to improve the screening, diagnosis, treatment, and management of adolescent patients with ADHD. • Pediatric • ADHD is a chronic neurologically based disease. Therefore Shire’s educational goal is to improve the screening, diagnosis, treatment, and management of pediatric patients with ADHD. To be as brave as the people we help. 5 Therapeutic Areas of Interest • Binge Eating Disorder • • Binge eating disorder is characterized by compulsive overeating. Shire’s educational goal is to fund education that provides specialists with the information and tools needed to improve the diagnosis and treatment of adult patients with binge eating disorder. Gastroenterology • • Mild to Moderate Ulcerative Colitis • Mild to moderate ulcerative colitis is a disease characterized by inflammation and ulceration of the lining of the colon and rectum. Shire’s educational goal is to fund education that provides specialists with the information and tools needed to improve the screening, diagnosis, treatment, and management of patients with mild to moderate ulcerative colitis. Motility/Chronic Constipation • Chronic constipation is characterized by infrequent and difficult passage of stools over a prolonged period and a range of bothersome symptoms. Shire’s educational goal is to fund education that provides specialists with the information and tools needed to improve the screening, diagnosis, treatment, and management of female patients with chronic constipation. To be as brave as the people we help. 6 Therapeutic Areas of Interest • Renal • Hyperphosphatemia • Hyperphosphatemia is an abnormal concentration of phosphates in the blood. Shire’s educational goal is to fund education that provides specialists with the information and tools needed to improve the screening, diagnosis, treatment, and management of patients with hyperphosphatemia. To be as brave as the people we help. 7 Charitable Contributions Sponsorship Requests Our purpose We enable people with life-altering conditions to lead better lives. Definitions of Funding Types Funding Request Type Definition Therapeutic Areas Charitable Contributions Donations to support the general activities of a registered tax-exempt organization under sections 501(c)(3)(4)(6) of the Internal Revenue Code, which are engaged in healthcare-related charitable purposes Shire Pharmaceuticals-SP Examples include: Fundraising events General support of patient advocacy organizations All charitable giving must serve a clearly defined legitimate charitable purpose, and Shire may only receive an incidental benefit from any such contributions • Gastroenterology specific to mild to moderate ulcerative colitis •Hyperphosphatemia (Renal) • Pediatric attention deficit hyperactivity disorder • Adult attention deficit hyperactivity disorder www.ShireSupport.com Charitable contributions may be payable to organizations including hospitals, medical societies, medical schools, 501(c)(3)(4)(6) organizations, etc. Use of charitable contribution funds is unrestricted, which means Shire does not control the recipient’s use of the funds; use is at the sole discretion of the recipient Notice to all requestors located in Massachusetts: due to the Massachusetts Pharmaceutical and Device Manufacturer Conduct Law, Shire is unable to fund requests for the financial support for the costs of travel, lodging, or other personal expenses of non-faculty health care practitioners attending any CME event, third-party scientific or educational conference, or professional meetings, either directly to the individuals participating in the event or indirectly to the event’s sponsor. While Shire has information on the charitable section of this website relating to Fellows and Residents travel grants, any organizations located in Massachusetts are not eligible due to this law. To be as brave as the people we help. 9 Definitions of Funding Types Funding Request Type Definition Therapeutic Areas Sponsorship Requests Support for healthcare-related events or activities where Shire may receive a material commercial benefit in exchange for its contribution Shire Pharmaceuticals-SP Examples include: Payments to become a tier (e.g., gold, platinum, etc.) sponsor at a medical society’s or patient advocacy group’s annual meeting Payment for exhibit space at a medical conference or seminar Patient Education Sponsorships may be payable to organizations including hospitals, medical societies, medical schools, 501(c)(3)(4)(6) organizations, etc. • Gastroenterology specific to mild to moderate ulcerative colitis •Hyperphosphatemia (Renal) • Pediatric attention deficit hyperactivity disorder • Adult attention deficit hyperactivity disorder www.ShireSupport.com Shire does not fund sponsorships payable to individual healthcare providers or medical practices. To be as brave as the people we help. 10 Independent Medical Education Continuing Medical Education Fellowship Funding Requests Travel Grants for HCPs in Training Our purpose We enable people with life-altering conditions to lead better lives. Independent Medical Education Funding Request Type Definition Continuing Medical Education Shire may provide funding for continuing medical education initiatives that are aligned with Shire’s therapeutic areas of interest and are designed for healthcare professionals. All decisions related to the development and implementation of the educational initiative belong to the provider. Shire has no role in continuing medical education initiatives. Funding Request Type Definition Fellowship Funding Shire may provide funding for post-graduate, medical training (fellowship funding) for healthcare professionals (HCPs) participating in a medical training program at an accredited organization that is aligned with Shire’s therapeutic areas of interests Funding Request Type Definition Travel Grants for HCPs in Training Shire may provide modest travel grants to fellows, residents, medical students, and other HCPs in training for attendance at major scientific meetings aligned with Shire’s areas of therapeutic interest To be as brave as the people we help. 12 Shire’s Expectations: Independent Medical Education • Aligned with Shire’s areas of interest and are developed independently of Shire personnel involvement. • Developed to address the educational gap identified through the needs assessment. The educational gap could be related to clinical practice, knowledge, or skills. • Intent is to meet the identified educational gap, be appropriate for the educational audience, and lead to improved patient outcomes. • Honoraria offered to healthcare professionals serving as faculty reflects fair market values. • Live educational activities will be held at modest locations, which provide an environment conducive to learning. • Modest meals or social events will not compete with or take precedence over the educational activity. • Educational activities will be implemented in accordance with Shire’s Letter of Agreement. • Organizations determined to be non-compliant will be precluded from requesting educational grant funding from Shire. To be as brave as the people we help. 13 Shire’s Expectations: Independent Medical Education Educational requests that Shire WILL consider include: Educational requests that Shire WILL NOT consider: Live Courses: Local, Regional, or National Fellowship Funding x Affiliated with an accredited organization Enduring materials Internet: Live or Archived Journal Print Multimedia Performance Improvement CME Teleconferences Travel Grants for HCPs in Training Must be associated with a major scientific meeting x x x x x Activities developed for medical staff development Activities intended to develop clinical guidelines or algorithms Activities focused on promoting Shire products Activities that include retroactive support Activities developed by or in partnership with an organization that is partially or wholly owned by practicing healthcare professionals Activities designed for the location rather than education To be as brave as the people we help. 14 Disclaimer Massachusetts Based Organizations Our purpose We enable people with life-altering conditions to lead better lives. Massachusetts Pharmaceutical and Device Manufacturer Conduct Law • Shire is unable to fund requests for the financial support for the costs of travel, lodging, or other personal expenses of non-faculty health care practitioners attending any CME event, third-party scientific or educational conferences, or professional meetings, either directly to the individuals participating in the event or indirectly to the event’s sponsor. • While Shire has information on the Continuing Medical Education section of this website relating to Fellowship Funding and Travel Grants for HCPs in Training, organizations located in Massachusetts are not eligible due to this law. To be as brave as the people we help. 16 Finances Funding Availability Ineligible Budget Items Reconciliations Our purpose We enable people with life-altering conditions to lead better lives. Shire Pharmaceuticals-SP – 2014 Funding Availability Therapeutic Area Independent Medical Education (Continuing Medical Education, Fellowship Funding, and Travel Grants for HCPs in Training) Healthcare Related Charitable Contributions and/or Sponsorship Requests Attention Deficit Hyperactivity Disorder Available Available Binge Eating Disorder Available Available Gastroenterology – Mild to Moderate Ulcerative Colitis Available Available Gastroenterology – Motility/Chronic Constipation Available Available Hyperphosphatemia (Renal) Not Available Not Available To be as brave as the people we help. 18 Shire’s Expectations: Ineligible Budget Items • Independent medical education budget line items may not include: x Prizes x Gifts or service awards x Funding for guests x Travel and/or lodging reimbursement out of proportion with the activity dates x Faculty receptions or dinners not aligned with content review x Operating expenses not specifically aligned with the educational activity x Expenses related to exhibits or other sponsorship activities To be as brave as the people we help. 19 Financial Reconciliation of Sponsorships • All sponsorships must be reconciled within 90 days of the activity date • Reconciliations are to be completed online at www.ShireSupport.com • What’s needed • Comparative budget to actual reconciliation • Program expenses for the entire initiative must be included (not just funding provided by Shire) • Documentation of the commercial support acknowledgement statement • Note that failure to reconcile this request may prevent future Charitable and/or Sponsorship funding to your organization. To be as brave as the people we help. 20 Financial Reconciliation for Independent Medical Education • Reconciliations are due within 90 days of the activity date • Reconciliations are to be completed online at www.ShireSupport.com • Complete the online reconciliation form with • Attendance information • Comparative budget to actual reconciliation (Program expenses for the entire initiative; not just what Shire provided) • Total Funding received from all sources = registration income, educational grants, and funding provided by the hosting organization • The evaluation summary • Documentation of the commercial support acknowledgement statement, i.e. “This activity was supported by an independent medical educational grant from Shire.” • Refunds are only due if the amount is greater than $250 • Failure to reconcile educational grants may prevent future funding to your organization. To be as brave as the people we help. 21 Some Reminders… • • Funding requests must be aligned to a Shire Pharmaceuticals-SP therapeutic area of interest to be considered Funding requests must be submitted online to www.ShireSupport.com by the requesting organization without assistance from Shire employees • • • Funding requests must be in compliance with all applicable guidelines Timelines • • • • • • All requests – educational, charitable contributions, or sponsorships – must be submitted 60 days in advance Decisions are communicated by e-mail within 45-60 days of the request date Requests will not be reviewed or approved after the activity has begun or taken place Submission, or past approvals, does not guarantee support Declined requests cannot be resubmitted • • Faxed, mailed, or e-mailed requests will not be reviewed If a request is inadvertently submitted in the wrong category ShireSupport personnel will provide appropriate direction Independent medical education requests may not include sponsorship requests and vice versa Questions? • ShireSupport@shire.com or ShireSupportCME@shire.com To be as brave as the people we help. 22 Contact Information Shire PharmaceuticalsSP Charitable and Sponsorships E-mail: ShireSupport@shire.com Phone: 484-595-8253 Independent Medical Education Email: ShireSupportCME@shire.com Phone: 484-595-2632 Funding site: www.ShireSupport.com Areas of Interest: ADHD, Binge Eating Disorder, Mild to Moderate Ulcerative Colitis, Motility/Chronic Constipation, and Hyperphosphatemia Shire HGT E-mail: ShireHGTsupport@shire.com Phone: 617-613-4999 Funding Site: www.ShireHGTsupport.com Areas of Interest: Fabry Disease, Gaucher Disease Hereditary Angioedema (HAE), Hunter Syndrome, Metachromatic Leukodystrophy (MLD), and Sanfilippo Syndrome To be as brave as the people we help. 23