Grants and Donations Frequently Asked Questions – EMEA

EDUCATION, CHARITY AND RESEARCH GRANTS FAQ

1 – WHAT ARE EDUCATION GRANTS?

Educational grants are intended to benefit bona fide independent, educational, scientific or policy-making conferences that promote scientific knowledge, medical advancement and assist in the delivery of effective health care. Although Merit’s EMEA Compliance Committee will consider proposals for all medical educational activities for HCPs, accredited programs will receive the highest priority. Such grants are generally unrestricted, meaning they are provided without Merit having any input on the content or faculty of the educational event. Education grants are provided to:

Organisations sponsoring Merit-relevant conferences, congresses, and other education programs;
Hospitals and medical institutions.

*Merit will not fund programs where the principal focus is not educational in nature, such as programs that are primarily entertainment, e.g., retirement dinners, medical school class graduation events or reunions, or staff-recognition events. Non-medical educational programs (e.g., leadership training or business meetings) are also considered out of scope, as are requests to fund capital improvements or operating expenses.

2 – HOW CAN EDUCATION GRANTS BE USED?

Sponsoring organisations may request professional education grants to pay for:

General conference costs of attendees
Modest meals
Other specific program events and activities

3 – IS THE GRANT APPLICATION PROCESS USED TO OFFER MERIT THE OPPORTUNITY FOR EXHIBIT SPACE AT AN EVENT OR PROGRAM?

No. Merit will consider sponsorship and exhibitor space opportunities outside the EMEA Compliance Committee, on a case-by-case basis, with Marketing and Legal ordinarily reviewing the event-owner’s terms and conditions associated with a Sponsorship. Because such exhibitor or booth arrangements ordinarily involve fees paid for advertising rights, such arrangements are outside the scope of the EMEA Compliance Committee.

4 – HOW ABOUT CHARITY FUNDING—DOES IT MATTER WHETHER THE REQUEST FOR A CHARITABLE DONATION INVOLVES A HEALTH CARE PROVIDER?

Funding for charitable donations can only take place to philanthropic organisations and is subject to the EMEA Compliance Committee if the request comes from a Health Care Provider such as a hospital or other health care person or entity. Requests that do not involve an HCP, such as Make a Wish, Scouting, or other projects, are ordinarily referred to Merit’s CEO for decision.

5 – CAN AN APPLICANT’S MERIT SALES REPRESENTATIVE PREPARE A GRANT APPLICATION ON THE APPLICANT’S BEHALF?

No. Consistent with the MedTech Europe Code of Ethical Business Practice sales representatives may not prepare and submit grant applications on behalf of customers. Sales representatives may direct applicants to the information available at meritlegacy.decort.co/about/grant-request, and provide applicants with electronic and printed materials, such as this FAQ. This reflects our commitment to our Global Compliance Policy, and the practical reality that sales representatives will not have all of the required information and documents necessary to submit a request. Sales representatives are subject to disciplinary action for participating in any prohibited activities related to third-party grant requests and donations.

6 – WHO AT MERIT DECIDES WHETHER TO APPROVE OR DENY A GRANT APPLICATION?

The EMEA Compliance Committee reviews and makes the decision for education grant applications in or related to EMEA.

7 – CAN AN APPLICANT’S MERIT SALES REPRESENTATIVE MAKE SURE ITS GRANT APPLICATION IS APPROVED?

No. Consistent with the MedTech Europe Code of Ethical Business Practice and Merit policy, we do not permit sales personnel to participate on Merit’s EMEA Compliance Committee or attempt to influence its evaluations.

8 – WHAT DOES THE EMEA COMPLIANCE COMMITTEE CONSIDER WHEN REVIEWING GRANT APPLICATIONS?

The EMEA Compliance Committee’s decisions are based on several factors, including:

Whether the application satisfies and aligns with Merit’s grants program criteria and Merit’s Global Compliance Policy
Quality, content, scope and scale of the event, activity, or program, including the number of other sponsors, the portion of the budget Merit is asked to support, and the relevance of the health care topics and likely attendees
Available budget for grants

9 – CAN AN APPLICANT EXPECT ITS GRANT APPLICATIONS TO BE APPROVED IF IT IS AN IMPORTANT MERIT CUSTOMER?

No. Consistent with the MedTech Europe Code of Ethical Business Practice and Merit policy, any decision will be based on the merits of the specific grant application at issue. No consideration may be given to the amount of business that a customer has done or may do with our company.

10 – WILL AN APPLICANT BE ADVISED OF THE SPECIFIC REASON WHY ITS REQUEST FOR GRANT SUPPORT WAS DENIED OR REDUCED?

It is not Merit’s practice to provide specific feedback about determinations by our EMEA Compliance Committee. Some of the reasons why requests for support are denied or reduced by the Committee include:

Apparent limited educational agenda, generic topics, or focus on non-specialised attendees
Venues such as golf resorts, theme parks or lavish resorts where programming and event marketing appears disproportionally geared to leisure time or social activities
Limited or no connection between event offerings, disease states, conditions and/or treatments for which Merit products are used
Event budget and supporting documentation contain insufficient detail, reflect inflated expenses or large event profits, or indicate that expenses may be inconsistent with our compliance parameters or Merit’s grant budget limitations
Requests that directly or indirectly reference past or future business opportunities or personal relationships with Merit that could be perceived as attempts to unduly influence the Committee

11 – IF THE EMEA COMPLIANCE COMMITTEE APPROVES LESS THAN THE AMOUNT REQUESTED, MAY THE APPLICANT RESUBMIT A GRANT APPLICATION FOR THE UNAPPROVED AMOUNT TO THE EMEA COMPLIANCE COMMITTEE, OR SOMEONE ELSE AT MERIT?

No. The EMEA Compliance Committee does not approve multiple grants for the same event, activity, or program. If the Committee approved less than the amount requested, it decided to do so based on criteria discussed above. Finally, no other group or individual within Merit may provide grants for events, activities, and programs that are within the scope of the EMEA Compliance Committee’s jurisdiction.

12 – HOW EARLY MAY A REQUESTING ORGANISATION APPLY FOR A GRANT? IS THERE ANY DEADLINE BY WHICH A GRANT APPLICATION MUST BE SUBMITTED IN RELATION TO THE EVENT?

There is nothing to automatically disqualify a grant application submitted too early, but most grant applications are submitted two to six months before the event. Because Merit’s EMEA Compliance Committee meets monthly to decide pending grant applications, any grant must be submitted no later than four (4) weeks before the event.