White Guide and Orange Guide Formatting Project - Pfizer

Orange Guide – Chapter 3: Support of External Organizations
Colleagues must follow the review, approval and documentation requirements applicable to their
division.
Sponsorships and Charitable Contributions: R&D
Funding to external organizations by Worldwide R&D Colleagues must follow Worldwide R&D SOP 201.
Any charitable contributions initiated by Worldwide R&D Colleagues must be submitted using the
Charitable Contributions Request Form located on the R&D Compliance website. A letter of request
from the organization on its letterhead, or alternative documentation that is approved in advance by
the R&D HCP and FCPA Program Office, is also required. Charitable contributions less than $10,000 are
subject to relevant Authorized Signatory List (ASL) and R&D HCP and FCPA Program Office approval.
Charitable contributions of $10,000 or more are further subject to R&D Legal approval. R&D
Colleagues should consult Worldwide R&D SOP 201 for additional guidelines and requirements.
Sponsorships and Charitable Contributions: the U.S. Biopharmaceutical Business, Pfizer Medical
and Policy, External Affairs and Communications Groups
The remainder of this section describes the policy that applies to the U.S. Biopharmaceutical Business
(including Sales), Pfizer Medical (formerly called the CMO division) and Policy, External Affairs and
Communications (PEAC) Groups. Colleagues in these divisions should refer to the SOP on Funding
Requests for Not-for-Profit Organizations (“Funding SOP”) to determine whether a funding
opportunity is a sponsorship or a charitable contribution. This Chapter does not comprehensively
address the activities that may be funded by the General Manager and Medical Lead for each BU.
Those activities are addressed in the Funding SOP.
Determining the appropriate funding type will determine which colleague groups are permitted to
fund them. How a third party defines or describes the funding request does not determine Pfizer’s
classification. In fact, external organizations will often submit funding requests using key terms
interchangeably and inconsistently (e.g., “charitable contributions”, “grants” and “sponsorships”). Each
colleague must identify the substantive nature of each request, based on Pfizer’s standard definitions
summarized below, to ensure that a request presents the type of opportunity that they can
appropriately fund.
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