Instructor Proprietary Interests


1.0 Purpose

The purpose of this policy is to address intellectual and proprietary interests relevant to the Source Intelligence (SI) Learning Management System (LMS).

2.0 Policy

2.1 SI has developed and implemented an LMS that enables the company to create, design, and deliver supply chain compliance and transparency and Environment, Social & Governance (ESG) learning events and content through an eLearning platform, Source Academy (the Academy). The Academy sets forth the following principles with regard to instructor proprietary interests.

2.2 SI shall disclose, in advance of any learning event, any instructor’s proprietary interest in any product, instrument, device, service, or material to be discussed during the learning event, as well as the source of any third-party compensation related to the presentation.

2.3 SI shall reference instructor proprietary interests appropriately in instructional materials it publishes. If no such proprietary/monetary interests exist, SI shall publish a disclaimer in marketing or instructional materials. SI retains the right to review and approve branding associated with any proprietary interests. Instructor/instructor’s employer branding will be limited.

2.4 Instructors shall not promote the exclusive use of any commercial product in published training materials or during training. Instructors’ discussion of their proprietary interests during instruction will be limited to relevant contexts and include consideration of alternative products or companies that are comparable to the instructor’s.

2.6 If an instructor acquires a proprietary interest after marketing materials have been produced and distributed for a learning event affected by this policy, the instructor shall provide and document written disclosure to the LMS Administrator.

2.5 Immediately upon being assigned to present a learning event, an instructor must disclose any existing proprietary interests relevant to the instructional assignment. Disclosure will be made to the LMS Administrator.

2.6.1 Acceptable documentation includes but is not limited to a written statement distributed with handouts, or a statement included on one of the early slides in a slide presentation. Examples of appropriate disclosure statements include:

· “The instructor holds patent rights to the instrument”
· “The instructor has a financial interest in this instrument”
· “The instructor is a consultant to the (name of Company)”
· “The instructor owns more than 10% of stock in (name of Company)”

3.0 Consequences of non-compliance

Violations of this policy will not be tolerated, and users will be banned from accessing the Source Academy site if evidence of violation is obtained. Source Academy users are encouraged to report incidents of non-compliance with this policy via email or the Contact Us form on the website. The email is listed on the Contact Us page.

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