EHM guidelines and reporting obligations

Funding guidelines for clinical education programs

• Supports clinical education for clinicians caring for underserved people
• We encourage symposia, conferences, etc. to qualify for accredited continuing medical education (CME)
• At least 10% of overall program time must be focused on heart valve disease (preference will be given to programs with a greater percentage of time spent on this topic)
• Our support of the program must be significant to count the results towards our goal
• Programs may represent multi-year opportunities, however, continued funding will be evaluated annually
• Grant request limit is $250,000 (proposals for larger scale, exceptionally high-impact programs that require funding beyond this amount may be submitted to Edwards_Foundation@Edwards.com)
• U.S.-based organizations must be a tax-qualified charitable organization by demonstrating 501(c)(3) tax status, and qualifying as a not-for-profit public charity as defined by Section 509(a)(1), (2), or (3) of the Internal Revenue Code; organizations based outside the U.S. must be a public charity substantially similar in governance, operation and mission to qualified U.S.-based organizations
• Program content should be free of any commercial influence, should not promote Edwards’ products, and should reflect that independence standards, such as those promulgated by the Accreditation Council for Continuing Medical Education, are followed

Reporting obligations for clinical education programs

Each partner will be required to certify the accuracy of all data reported upon completion of a program or funding period. Below is a list of data required for Every Heartbeat Matters clinical education programs:

• Number of clinicians educated who are caring for underserved people. For programs not conducted in person, confirmation must include feedback from the person educated in some documented fashion, for example:
• Medical training – Number of clinicians caring for underserved people that were trained
• Symposia, seminars, conferences and meetings - Number of clinicians caring for underserved people that were in attendance
• Websites - Number of clinicians caring for underserved people who viewed the heart valve content provided on the website for longer than one minute, downloaded or printed educational materials about heart valve disease, or confirmed in some other documented fashion (check box, brief online tutorial, text entry, email, etc.), that they learned about heart valve disease from the website
• Printed materials - Number of clinicians caring for underserved people who received the information and went to a unique website, called a phone number, mailed a tear-off card back to program managers for more information or to confirm they learned about heart valve disease from the program; or confirmed to program manager or otherwise documented that they learned about heart valve disease from the printed materials
• Copy of marketing, training and educational material for the event including a complete agenda, if applicable
• If applicable, include public education, screening and treatment data requested under respective Every Heartbeat Matters program guidelines as well
• Data must be reported within 30 days of program completion or the end of the funding period, whichever is sooner
• The Every heartbeat matters reporting tool may be useful for data collection
• Partners will be provided a link to the reporting portal when data are due

Public Disclosure of Financial Arrangements with Health Care Professionals

We are committed to transparency in our financial arrangements with health care professionals, provider organizations, teaching institutions, and non-profit organizations. We reserve the right to publicly disclose information regarding the terms of any financial support provided by our Foundation. Such public disclosures may be legally required under federal, state or local law, rule or regulation (e.g., the Sunshine Law provisions of the Affordable Care Act). Additionally, we may publish such information on our website or in any other public manner to provide full disclosure of our financial arrangements with health care professionals.

Funding guidelines for treatment programs

• Supports heart valve treatment for underserved people
• Our support of the program must be significant to count the results towards our goal
• Treatment of a patient’s heart valve condition must be performed by a licensed physician
• Programs may represent multi-year opportunities, however, continued funding will be done annually and will be evaluated annually
• Grant request limit is $250,000 (proposals for larger-scale, exceptionally high-impact programs that require funding beyond this amount may be submitted to Edwards_Foundation@Edwards.com)
• U.S.-based organizations must be a tax-qualified charitable organization by demonstrating 501(c)(3) tax status, and qualifying as a not-for-profit public charity as defined by Section 509(a)(1), (2), or (3) of the Internal Revenue Code; organizations based outside the U.S. must be a public charity substantially similar in governance, operation and mission to qualified U.S.-based organizations

Reporting obligations for treatment programs

Each partner will be required to certify the accuracy of all data reported upon completion of a program or funding period. Below is a list of data required for Every Heartbeat Matters treatment programs:

• Number of underserved heart valve patients treated/supported In each age range
• 0 – 24
• 25 – 49
• 50+
• Numberof unsuccessful treatments and reasons why
• If applicable, include clinical education, public education, and screening data requested under respective Every Heartbeat Matters program guidelines as well
• Data must be reported within 30 days of program completion or the end of the funding period, whichever is sooner
• The Every heartbeat matters reporting tool may be useful for data collection
• Partners will be provided a link to the reporting portal when data are due