AANP CE Partnership Guideline 2017

AANP CE Partnership Guideline V 2.2017

TABLE OF CONTENTS1.0 AANP Hi story and Overview........................................................................................................22.0 AANP accreditation STANDARDS ...............................................................................................3 Standard 1: Independence ........................................................................................................................................................3 Standard 2: Fair and Balanced Content ..................................................................................................................................3 Standard 3: Disclosure Related to Potential Conflict of Interest........................................................................................3 Standard 4: Resolution related to Conflict of Interest.........................................................................................................3 Standard 5: Appropriate Use of Commercial Support .........................................................................................................4 Standard 6: Acknowledgment of Commercial support........................................................................................................4 Standard 7: Separation from Promotion................................................................................................................................43.0 AANP CE CREDIT & DEFI NITIONS ..............................................................................................5 AANP CE ACTIVITY minimum credit.........................................................................................................................................5 NURSE PRACTITIONER CE: .........................................................................................................................................................5 NP CE CO NTENT: .........................................................................................................................................................................5 PHARMACO LOGY CONTENT: ....................................................................................................................................................5 ENDURING MATERIALS: .............................................................................................................................................................5 QUALIFIED NP ACTIVITY FACULTY:...........................................................................................................................................64.0 Live Activitie s..............................................................................................................................6 General guidelines......................................................................................................................................................................6 National Conference...................................................................................................................................................................6 AANP CE Symposia at National Conference overview .........................................................................................................6 AANP CE Series activities...........................................................................................................................................................75.0 Enduring activitie s ......................................................................................................................7 General guidelines......................................................................................................................................................................7 CE Symposia.................................................................................................................................................................................76.0 AANP Live & Enduring Activi ty Fees & De scriptions ..................................................................87.0 2017 AANP CE Symposium Fees: ...............................................................................................9 AANP Conference management fees include:.......................................................................................................................9 Optional: Audienc e Respons e System (ARS) for CE Symposia ..................................................................................108.0 - Promotional Opportunities and Service Fees for Live through AANP ..................................... 10 1

2017 CE PARTNERSHIP GUIDELINESThank you for your interest in partnering with the American Association of Nurse Practitioners (AANP) indeveloping and implementing a CE activity for Nurse Practitioners (NP).As an accrediting provider, in order to serve as a partner for a CE activity, AANP must be involved in allstages of faculty selection, activity planning, development, implementation, and evaluation.AANP is a continuing education accrediting body. As such, AANP continuing education (CE) is notaffiliated with or accredited by any other organization. AANP CE activity approval indicates that aneducational activity has been reviewed by the AANP Accreditation staff and independent reviewers (ifapplicable) who deem it educationally sound, relevant to nurse practitioner (NP)practice, andconsistent with all AANP Accreditation requirements. AANP Accreditation standards are consistent withthe philosophy of ACCME standards. AANP-approved activities must be fair and balanced (unbiased). Inaddition to planning balanced content on proposed topics, commercial funding and faculty-industryrelationships must be disclosed to learners. The ACCME, FDA, OIG, and PhRMA have establishedguidance for industry supported scientific and educational events. The implementation of AANP-approved activities must be consistent with this guidance.1.0 AANP HISTORY AND OVERVIEWThe American Association of Nurse Practitioners (AANP) is the largest and only full-service professionalmembership organization in the United States for nurse practitioners (NPs) of all specialties, with morethan 74,000 individual members. AANP also has a network of more than 200 NP Organization members(NPO) which include other national, state, and local NP organizations. This network provides a uniquereach to NPs in a wide range of communities and settings. AANP’s mission is to empower all nursepractitioners to advance quality health care through practice, education, advocacy, research andleadership. AANP represents the interest of over 222,000 licensed NPs in the U.S. and we maintaindirect communication with over 350 university and college-based graduate NP academic activities.AANP offers a unique CE platform for NPs of all specialties. The AANP CE Center hosts on average over175 activities on a variety of topics, directed mainlyto NPs in primary care, with a growing number ofspecialty content available. The AANP CE Center has become the most important educational resourcefor NP members and non-members, averaging over 25,000 course registrations per month and over4,000 unique users per month. The CE Center provides national reach for its activities, all of which arebased on clearly defined learning objectives, designed to address NP learning preferences. 2

2.0 AANP ACCREDITATION STANDARDSAANP Accreditation standards are consistent with guidance from the ACCME, FDA, OIG, and PhRMA.STANDARD 1: INDEPENDENCE 1.1 CE providers must ensure that decisions regarding the following are made completely free of commercial interest control or influence: 1) determination of educational need; 2) the determination of objectives; 3) selection of individuals or organizations which will be in a position to control or influence the content (e.g., faculty, content experts, activity chair, and planners); 4) the activity. 1.2 The use of an educational activity and/or material developed by a commercial interest is prohibited. 1.3 A commercial interest cannot serve as a partner in a joint provider relationship. 1.4 A commercial interest is not eligible for AANP accreditation.STANDARD 2: FAIR AND BALANCED CONTENT 2.1 All activities bearing AANPaccreditation must be designed and implemented to provide a fair and balanced coverage of the topic. 2.2 The educational activity must not promote the specific business interest of a commercial interest. 2.3 Generic names must be used throughout the educational activity/activity. The first time the generic drug is mentioned in print, the brand name(s) may follow once only, in parentheses. 2.4 Any planned discussion of off label, experimental, or investigational use of drugs or devices must be disclosed; this information must be repeated at the time the actual discussion occurs within the activity. 2.5 Activity evaluations must include measurement of any perceived commercial or other bias related to the educational activity.STANDARD 3: DISCLOSURE RELATED TO POTENTIAL CONFLICT OF INTEREST 3.1 Any individual who is in a position to have influence or control of the educational content must disclose any relevant financial relationships (see definition of relevant financial relationships) prior to the approval of AANP continuing education credit. 3.2 Learners must be informed of relevant financial relationships; in the absence of any financial relationship, learners must be informed that no financial relationship exists.STANDARD 4: RESOLUTION RELATED TO CONFLICT OF INTEREST 4.1 CE providers must have a mechanism in place to identify and appropriately resolve all conflicts of interest prior to the implementation of the educational activity. 4.2 CE providers must document that anyone that is in a position to have control of the education activity content has disclosed all relevant financial relationships to the CE provider prior to the implementation of the education activity. 3

4.3 If any individual that is in a position to control the content of the education activity refuses or fails to disclose relevant financial relationships, the individual must be disqualified and a replacement identified.STANDARD 5: APPROPRIATE USE OF COMMERCIAL SUPPORT 5.1 CE providers must make all decisions regarding the use and disbursement of commercial support independently, free from commercial influence. 5.2 A written, signed agreement detailing the terms, conditions, and purposes of the commercial support must exist between the commercial supporter and the CE provider, as well as any additional educational partners, if applicable. 5.3 CE providers must have policies and procedures in place governing the appropriate use and disbursement of commercial support to include honoraria and reimbursement of out of pocket expenses for planners, faculty, joint providers, and partners, if applicable. 5.4 Social events or meals must be conducted appropriately without competing with or taking precedence over the education events.STANDARD 6: ACKNOWLEDGMENT OF COMMERCIAL SUPPORT 6.1 All commercial support or other support (financial or in-kind) must be acknowledged to the learners prior to education content delivery. 6.2 Acknowledgement of the support must be included on any activity announcements, invitations, or marketing materials. Should funding be pending at the time of printing or publishing these materials, a statement regarding the potential funding must be included (e.g., This education activity may receive support through an educational grant from a commercial interest. Appropriate acknowledgement of any commercial support received will be provided at the time of the education activity, if applicable.)STANDARD 7: SEPARATION FROM PROMOTION 7.1 Commercial exhibits or advertisements must not influence CE content or interfere in any way with the CE presentation or materials, nor can they be a condition that influences commercial support. 7.2 Product promotion or product-specific advertisement or marketing of any type is prohibited in the same space before, during, or after a CE activity. 7.3 Education content developed by a commercial interest may NOT be used during a CE activity. This includes distribution of product brochures or product information in conjunction with handouts. 7.4 Use of a commercial interest or commercial supporter's logo on CE activity materials is prohibited. 4

3.0 AANP CE CREDIT & DEFINITIONSAANP CE ACTIVITY MINIMUM CREDIT The recommended length for live AANP-approved CE activities is equivalent to at least one (1.0) contact hour (60 minutes) of learning. Exceptions should be supported by the activity description. AANP CE activity will not provide less than 0.25 contact hours (15 minutes of learning). Credit is awarded only for the educational presentation and time devoted to questions and answers, which allows for open dialogue on the topic. AANP credit is not awarded for time spent in introductory remarks, breaks, product exhibits, or activity evaluation.NURSE PRACTITIONER CE: Continuing education (CE) for NPs is a systematic and structured accredited educational process designed to enhance the knowledge and skills of NPs to influence professional performance and evidence-based practice. NP CE goes above and beyond basic NP academic education to assist the NP to continue to learn. CE excludes activities designed for promotion of specific products, services, or devices. No promotional activities may occur during CE events. This includes distribution of product brochures or product information in conjunction with handouts. No slides or handouts developed by a commercial interest may be used during presentations.NP CE CONTENT: Acceptable content for NP CE includes information to assess, diagnose, manage and treat multiple illnesses and conditions in primary care and specialty areas; wellness; prevention; health promotion; legislative/policy issues affecting healthcare and practice; conversational foreign language relevant to healthcare; and business/practice management. For non – clinical content, the description should include a statement of how the topic enhances NP practice. Content areas such as BLS/CPR, self- improvement, exercise or stress reduction techniques for provider benefit, and personal finance are not acceptable for NP CE credit.PHARMACOLOGY CONTENT: Pharmacology CE is designed to enhance the learner’s ability to prescribe and/or monitor patient on pharmacotherapy. It includes topics such as pharmacokinetics and clinical applications of drugs. Pharmacology credit must be supported by an activities content. Incidental mention of drugs or a pharmacological treatment does not qualify for pharmacology credit.ENDURING MATERIALS: Enduring materials are activities that “endure” and are accessible over an extended period of time, allowing for independent study. Enduring materials which are developed from a live meeting will have a separate accreditation, management and outcomes fee. Examples include monographs, journal supplements, or web based activities. 5

QUALIFIED NP ACTIVITY FACULTY: A faculty member should have expertise based on education and experience on the topic and/or population covered. For example, a gerontological NP should not be faculty on a topic specific to pediatric patients. An NP should cover any content that is described as “NP implications” for a given topic. Pharmacology content should be presented by a prescriber (e.g. NP, PA, MD/DO) or pharmacist/pharmacologist. Employees of commercial interests may NOT serve as faculty or planners if the content the employee controls relates to the business lines and/or products of the commercial interest employer. An employee of commercial interest may be allowed to serve as faculty or planner if the content controlled by the employee is not related to the business lines and/or products of the commercial interest employer.4.0 LIVE ACTIVITIESGENERAL GUIDELINES 1. No activity stemming or deriving from any activity that is part of an AANP conference may be developed without receiving prior written AANP approval, allowing the use of AANP’s name, logo and other enhanced value added by affiliation with AANP and its national conference. 2. AANP Education department must be involved in faculty selection. 3. AANP requires at least one (1) NP faculty on each AANP accredited activity. 4. AANP offers a variety of venues for live activities and continues to explore new and innovative approaches to providing continuing education activities for NPs.NATIONAL CONFERENCE 1. AANP has provided educational opportunities for nurse practitioners for more than 30 years. AANP national conference provides the venue for the largest annual gathering of nurse practitioners of all specialties. The conference is designed to meet the CE needs of nurse practitioners from all specialties and practice settings. 2. Attendance at the national conference is typically over 4,500 depending on the capacity of each facility. 3. The AANP national conference objectives are to provide expert faculty presentations of current, practical, and clinically oriented evidence-based practice information with a focus for all practice specialties as well as business/professional, and uniformed/military concerns.AANP CE SYMPOSIA AT NATIONAL CONFERENCE OVERVIEW 1. AANP CE symposia attendance is typically 200-600 depending on room size 2. Scheduling of each CE Symposium is based on the number of slots available and AANP cannot guarantee any event meal type, day or time 3. AANP does not allow third parties to deliver CE symposia at our national conference. AANP Education department is responsible for CE Symposia and will consider a partnership 6

AANP CE SERIES ACTIVITIES 1. AANP CE Series activities are offered to our NP Organization members (NPO) which includes national, state and local NP organizations. The CE Series activities are typically presented at geographically diverse NPO member meetings and scheduled over a 12-month period. 2. We prefer venues where a minimum of 100 learners can be reached and so far more than 30,000 NPs have been successfully educated on over 20 various topics with this live delivery method. 3. NPO members hosting a CE Series activity are compensated with a tiered stipend to assist with costs, activity/logistic management and for the return of session materials and evaluations to AANP: $1,500 for attendance > 200 $1,000 for attendance of 100 - 199 $500 for attendance of 75-99 $250 for attendance <75 4. In general, AANP selects between five (5) and ten (10) NPO member sites to provide a CE Series activity, however the final number will be determined by AANP, the partner and is contingent on the amount of funding received.5.0 ENDURING ACTIVITIESGENERAL GUIDELINES 1. All live events will be endured to broaden the reach and maximize return on the investment of initial funding and effort. 2. CE hosted on the AANP CE Center is accredited for 1 year with the option to renew for another year if the content is still relevantCE SYMPOSIA 1. AANP accredits all AANP provided activities.Each activity must follow the AANP CE Standards and policies. (See 2.0AANP Accreditation Standards) 2. Each 75-minute symposium consists of 15minutes for food service, followed by a 60-minute clinical presentation, including a question and answer session. One (1) hour of CE credit will be awarded. All of our symposia and other IS events are included within our conference schedule and are coordinated by AANP. 3. When continuing education credit is offered for an enduring activityderived from an AANP national conference CE Symposium event, it must include, but is not limited to, AANP CE accreditation. 4. Withdrawal of Credit: As with other AANP-approved activities, AANP reserves the right to rescind credit for co-sponsored activities if AANPstandards are not met by partners. 7

6.0 AANP LIVE & ENDURING ACTIVITY FEES & DESCRIPTIONS2017 Fee Schedule (This list is not exhaustive) Accreditation Fee - 1 year • AANP’s active role as accrediting provider/partner ● AANP Royalty/Use of Logo ● Detailed review and feedback of grant$10,000 – Live event* proposal & budget from partnership perspective ● Certificate(One live presentation or up to 10 CE Series generation and tracking for learnersactivities) *For more than 10 CE Series - [email protected] for cost.Online Enduring Accreditation Fee - $10,000 • AANP’s active role as accrediting provider/partner ● AANP(1 year) Royalty/Use of Logo ● Detailed review and feedback of grant proposal & budget from partnership perspective ● Certificate**All live activities accredited b y AANP are recorded generation and tracking for learnersand hosted online as enduring activities whichrequires the enduring accreditation feeGrant Administration Fee - $10,000 • Coordination of grant submissions between partners ● Monitoring and submission of milestones ● Reconciliation of(Mandatory fee when AANP is working with a activity with funder ●Invoicing and payments according topartner and AANP sub mits and manages grant) agreementsHourly Management Fee - $160/ hr. Fee may include: ● Activity logistics management ● Faculty(Typically 40-120 hours depending on management ● Medical direction ● Content review and editing,activity type) ● Management of activity deliverablesANNP CE Center Online Hosting Fee - • Online build, testing and posting on AANP CE Center for 1$4,500 (1 year) year ● IT preparation of activity and maintenance ● Links to external sites as necessary ● Hosting of online CE testing on AANP CE Center for 1 yearAANP Outcomes Measurement Fee - $ • Pre/Posttest question development, data collection and(1 –year) reporting ● Post-impact survey development, online build &*Project dependent management, data collection and reporting. Validation and review of questions/surveys ● Assessments and Reporting according to funder requirements ● Qualitative and quantitative analysis ● Evaluation reports of live events (ARS, attendance, evaluations) ● Final Executive SummaryPromotion of Activity - $750/promotion • E-Bulletin and SmartBrief emailed to over 70,000 members(Typically 4-8 promotions per year) and non-members ● Clickable scrolling banner on LMS ●(Live and Enduring) Announcement area on LMS ● Social Media campaigns 8

2017 AANP Conference Management Fees: **NOTE: All AANP symposium activities are recorded and hosted online as enduring activities which requires the enduring accreditation fee $65,000 – Seats up to 500 attendees $55,000 – Seats up to 400 attendeesNOTE: • Funds for all of the services coordinated and provided by AANP within the following symposium fee listing should not be included in other categories of the budget. • Food and beverages for the faculty slide review meeting are not covered by AANP.7.0 2017 AANP CE SYMPOSIUM FEES:AANP Conference management fees include: Event coordination, logistical planning,  On-site registration of event attendees management and administrative services immediately prior to symposium Ballroom including stage with stage  Posting of provided event signage at various reserved locations to assist with draping, and stage set-up (podium, onsite recruitment table(s), and chairs)  One (1) faculty slide review meeting room Food/beverage service (coordinated and (maximum time: 4hours) selected by AANP) with attendee tables set in banquet-style rounds  Waiver of the regular conference registration fee for symposium NP faculty Audio/visual equipment for the ballroom interested in attending other conference and technical support eligible activities/events Use of AANP name (required)and logo on  Index cards provided for question cards approved activity materials  Conference staff and assistants to help the Printing of one (1) up to four-color organizing company with tasks during provided symposium announcement in event the AANP Conference Guide  Supporting company name listed on Same symposium announcement signage at conference and in 2017 approved for the AANP Conference Guide national conference guide posted on the AANP website through end of conference 9

Optional: Audience Response System (ARS) for CE Symposia  ARS coordination and services includes equipment for up to 600 attendees (depending on room size chosen), technician(s), and ARS test results. The use of ARS is optional (but preferred) and available through the AANP ARS Vendor at an additional cost determined by number of attendees (Final price to be determined.)  If the organizing company selects to use an outside ARS vendor they are responsible for all expenses, shipping, and testing of equipment. AANP will assure the equipment is delivered to the event ballroom, distributed before the activity and collected after the activity by AANP staff and assistants.8.0 - PROMOTIONAL OPPORTUNITIES AND SERVICE FEES FOR LIVE THROUGH AANPMethod Description 2017 Fees This bag insert is an optional means to assist in promoting a CEConference bag Symposium to AANP conference attendees. The Bag Insert is $5,000insert included in the AANP Conference Bag distributed to each registered attendee onsite at conference registration check-in. *Printed version due in AANP office no later than 6 weeks prior to start of conference. If you have any questions please contact [email protected] 10