Disclosure of Competing Interests (DOI) for Option Grid Collaborative

[Version 5, Updated June 2 2015]. **This policy underwent a substantive update on June 2 2015. Please read it carefully**

INTRODUCTION
As patient-facing tools to help patients make decisions about their health care, the value and utility of Option Grid™ decision aids for clinical encounters depend on their being evidence-based and objective. The Option Grid Collaborative (OGC) is committed to minimizing the potential influence of bias on Option Grid™ decision aids, and has developed the policy below. This policy applies to all individuals who are a) applying to serve as an “editor” of an Option Grid™ decision aid (whether as Lead Editor or not) and to b) existing members of Option Grid editorial teams.

DEFINITION OF A "COMPETING" INTEREST
A “competing” interest is a financial interest related to a medication, device, guideline, or procedure mentioned in, or otherwise relevant to, an Option Grid of which you are or propose to be an editor, which interest is held by you, any of your close family members (spouse or domestic partner or dependent children), or any entity in which you or any of your close family members has a [10%] or greater ownership interest. Any individual who has a competing interest at the time he or she applies to become an Option Grid editor, or who had a competing interest within two (2) years prior to such time, will not be eligible to serve as an editor. In addition, any individual who develops a competing interest after becoming an editor shall no longer be entitled to continue to serve as an editor.

REVIEW PROCESS
To determine whether interests are competing, you must complete the form below at three points during the development process:
1. When you apply to join an Editorial Team;
2. Immediately prior to publication of an Option Grid™ decision aid of which you are an editor (you will be notified at this point), and;
3. Immediately prior to re-publication of a new version of an Option Grid™ decision aid of which you are an editor (you will be notified at this point).

Failure to complete the form within one (1) month of the due date thereof will result in your forfeiture of the copyright and all your other rights in the Option Grid™ decision aid, including the right of attribution and any royalty or other financial interest. You are responsible for letting the Option Grid Program Manager know if any competing new interests arise following completion of any of the required forms referenced above.

All submissions will be reviewed by the Core Management Team of the Option Grid Collaborative, composed of the Principal Investigator, Operational Director, and Program Manager (the “Core Management Team”). If the Core Management Team determines in its sole discretion that additional review is needed, it will refer the matter to the International Option Grid Action Group (IOGA). The decision of the Core Management Team or the IOGA, as applicable, shall be final and binding on you. Requests for any exceptions to this policy shall be referred to IOGA, whose decision shall be final and binding on you.

MITIGATION
The Core Management Team will notify you if a competing interest is identified. If you or any close family member, as applicable, divest yourself, himself, or herself of the competing interest within thirty (30) days of receipt of such notice, you shall be eligible to become an editor or to continue to serve as an editor, as applicable. Unless an exception is granted, if you, he, or she do/does not divest yourself, himself, or herself of the competing interest within such time period, you shall not be eligible to become an editor or you shall no longer serve as an editor, as applicable. In the latter case, you shall forfeit your interest in the copyright, and all your other rights in the Option Grid™ decision aid, including the right of attribution and any royalty or other financial interest.

    Identifying Information

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    Disclose Interests

    1. Grants or grants pending
    2. Consulting fee or honorarium
    3. Support for travel to meetings
    4. Fees for participation in review activities (e.g. data monitoring boards, statistical analysis etc)
    5. Payment for writing or reviewing the Option Grid™ decision aid
    6. Provision of writing assistance, equipment or administrative support
    7. Board membership
    8. Employment
    9. Expert testimony
    10. Payments of lectures including service on speaker bureau
    11. Patents (planned, pending, or issued)
    12. Royalties
    13. Payment for development of educational presentations 
    14. Equity interests, including stock, partnership interests or limited liability company interests, or any security convertible into any equity interest, including options, warrants, and convertible notes
    15. Other (err on the side of full disclosure)
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