THIS TEMPLATE PROCEDURE IS FOR DEMONSTRATION PURPOSES ONLY AND SERVES AS EXAMPLE. DISTRIBUTOR IS SOLELY RESPONSIBLE TO ENSURE THAT THE PROCEDURE IS IN ACCORDANCE WITH ALL LOCAL REQUIREMENTS BEFORE USE.

PROCEDURE FOR

COMPANY-MANAGED HCP EDUCATIONAL EVENTS

INSTRUCTIONS

Customize this document according to your company’s needs; Ensure this document is posted and/or accessible to all employees, including officers, directors, employees and all relevant business partners, such as sub distributors and agents. Ensure employees understand their duties and responsibilities as it relates to your company’s commitment to ethical and lawful conduct. Train your employees on this Procedure and keep training records.

SCOPE
Company-Managed HCP Educational Events are company-hosted group meetings, programs or other events (“Company Events”) involving Health Care Professionals (“HCPs”) that promotes scientific knowledge, medical advancement, disease state or therapy awareness, or training on the safe and effective use of its products and services.
MINIMUM REQUIREMENTS
The event must focus on educational content. The venue should be suitable for training and education: no luxury hotels, restaurants or resorts Modest meals and refreshments may be provided Invitees may include customers or prospective customers, but they must have a legitimate interest in the content of the event. No spouses or other guests may attend. No compensation shall be provided to HCPs attending as members of audience without any engagements (not applicable to HCPs service providers)t, All content must be consistent with approved labeling and intended use of the products -- no “Off-Label” discussions are permitted No invitations or speaking engagements should be offered as a commercial inducement. All events must meet local legal requirements. Any speaker engaged should have a valid contract detailing the services, fees, scope, etc.
SUPPORTING DOCUMENTATION

All Company-Managed HCP Educational Events should be reviewed and approved by [title of designated approver/approving function] to ensure compliance with the requirements outlined above. Documentation to review may include:

Agenda/Program (including venue)

Budget-breakdown

Any other local requirements (if applicable)

Employer Notification (if applicable)

After your event is approved and has taken place, the following documention should be collected and retained:

Final Agenda/Program (including venue) (in case of change)

Budget break-down (in case of change)

Attendees list

Documentary proof that the event took place as planned (Post-event report/summary/outcome)