White Guide and Orange Guide Formatting Project - Pfizer

Orange Guide – Chapter 3: Support of External Organizations
involving for-profit organizations are evaluated under similar rules but must be submitted for Legal
approval directly and not through the InterAct/FRF system.
Submission of Funding Requests by Sales Colleagues
Sponsorships may be funded only by colleagues at the District Business Manager (DBM) level
or higher. The purchase of exhibit and display space by U.S. Sales Colleagues is covered by the
Exhibit and Displays SOP (ED SOP2-01) and is processed through Interact. However, if a U.S.
Sales Colleague funds a sponsorship that provides for a package of benefits (i.e., in addition to the
exhibit and display space) then the SOP on Funding Requests for Not-for-Profit Organizations
should be followed.
Before submitting any requests using the FRF (including applicable charitable contributions
described below), colleagues should review the training materials located under the Funding
Request tab at http://OpSource.Pfizer.com. Completion of the Funding Request training module
is a prerequisite for having access to the FRF. All such funding requests are subject to review and
approval by the appropriate Legal Division Colleague, unless otherwise noted. Contact
USFundingRequest@Pfizer.com to gain access to the training module.
Charitable Contributions
Generally, charitable contributions are expenditures that are intended to fund a qualified 501(c)(3) in
the US (or non-US based not-for-profit entity equivalently recognized by the respective country’s local
government) organization’s broad charitable purpose or mission. As described above, any funding
opportunity that does not include a direct tangible benefit to Pfizer will be treated as a charitable
contribution (for purposes of determining whether specified colleagues can fund it). When permitted,
charitable contributions must be made for a bona fide charitable purpose and without any ulterior
commercial motive. Charitable contributions may include some benefit to Pfizer, but any benefit given
to Pfizer must be incidental to the donation itself. Pfizer may not provide input into the content or
strategic direction of the activity being funded, nor receive rights to use the results of the activity being
funded. Due to limited funding, not all charitable contribution requests will be approved.
Pfizer broadly distinguishes between four categories of charitable contributions: non-healthcare,
healthcare, policy-focused healthcare, and Special Events. This section contains definitions and
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