TRAINING AWARD JOINT INDIVIDUAL/INSTITUTIONAL APPLICATION

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Shire/ACMG Foundation Residency Training Awards in Clinical Genetics 2017-2019 TRAINING AWARD JOINT INDIVIDUAL/INSTITUTIONAL APPLICATION THE AWARD APPLICATION WILL NOT BE CONSIDERED COMPLETE, AND WILL NOT BE FORWARDED FOR REVIEW, UNLESS THE EXECUTED AWARD AGREEMENT IS INCLUDED. CHANGES TO THE AWARD AGREEMENT WILL NOT BE ACCEPTED. AWARDS ARE FOR TWO-YEARS OF TRAINING WITH SECOND YEAR PREDICATED ON SUCCESFUL COMPLETION OF FIRST YEAR OF TRAINING. APPLICATION CHECKLIST Individuals who have identified a training program that is willing to accept them if they can find support for their training can apply jointly with their planned institution/mentor. Institutions may also apply for training awards that will be aligned with specific trainees and approved by ACMGF prior to the initiation of training. When completing the application, please submit the following by SEPTEMBER 14, 2016: A. JOINT INDIVIDUAL/INSTITUTIONAL APPLICATION Trainee application Institution application Application statements Project assurances Signed award agreement (changes to agreement will not be permitted) Outline of trainee-application s research project proposal (No more than 5 pages long; 1.5 paragraph spacing; Times New Roman Font, 12 point type; References are not included in the count of five pages) Biosketch of applicant Biosketch of mentor Letter from applicant s mentor attesting to candidate/program B. INSTITUTIONAL APPLICATION Institution application Application statements Project assurances Signed award agreement (changes to agreement will not be permitted) Outline of trainee-application s research project proposal (No more than 5 pages long; 1.5 paragraph spacing; Times New Roman Font, 12 point type; References are not included in the count of five pages) Biosketch of mentor OUTLINE OF REQUIREMENTS FOR APPLICATIONS 7 Wisconsin Avenue, Suite, Bethesda, MD 20814 Phone 301-718- 9603 Fax 301-718-9604 www.acmgfoundation.org 1

Applicant is limited to five pages of application; Applications must be completed in 1.5 spaced; Times New Roman; Font Size 12 point. The five pages do not include references. Please do not send additional materials, attachments or appendices other than those requested by ACMG Foundation. The five-page outline should be sufficient to fully describe your project. Include a paragraph on what applicant is exposed to in his/her position. Outline should have details of what the Fellowship will entail, to include details of the research design and method. SUBMISSION INSTRUCTIONS: Forward these forms via email or fax to: Unique Peters upeters@acmg.net F: (301) 718-9603 7 Wisconsin Avenue, Suite, Bethesda, MD 20814 Phone 301-718- 9603 Fax 301-718-9604 www.acmgfoundation.org 2

ACMG Foundation for Genetic and Genomic Medicine Shire/ACMG Foundation Fellowships in Clinical Laboratory Biochemical Genetics 2017-2019 TRAINING AWARD TRAINEE APPLICATION (IF APPLYING JOINTLY) LAST NAME: FIRST NAME: MIDDLE INITIAL: INSTITUTION: ADDRESS: CITY/STATE/ZIP: TELEPHONE: FAX: EMAIL ADDRESS : TAX IDENTIFICATION NUMBER: Are you accepted for training (pending funding) in an ACGME-approved Clinical Genetics Residency Program in the United States? No Yes *If awarded, the period will begin on July 1, 2017. INSTITUTION APPLICATION (REQUIRED) INSTITUTION APPLICANT: INSTITUTION MENTOR: INSTITUTION CONTACT: DATE OF MOST RECENT TRAINING PROGRAM ACCREDITATION OR REACCREDITATION : ADDRESS: CITY/STATE/ZIP: TELEPHONE: FAX: EMAIL ADDRESS : TAX IDENTIFICATION NUMBER: Is your institution currently and fully accredited by the Accreditation Council of for Graduate Medical Education (ACGME)? Yes No Are you able to provide the awardee with appropriate clinical and laboratory supervision and mentorship? Yes No Does your institution have a multidisciplinary team established and trained to diagnose and manage multiple aspects of care for those with biochemical genetic diseases? Yes No Does your institution serve a large patient population and have the diagnostic and research capabilities to properly diagnose patients and provide comprehensive management? Yes No 7 Wisconsin Avenue, Suite, Bethesda, MD 20814 Phone 301-718- 9603 Fax 301-718-9604 www.acmgfoundation.org 3

APPLICATION STATEMENTS All Applicants are required to agree to the following statements: I hereby apply to the ACMG Foundation for Genetic and Genomic Medicine ( ACMGF ) for consideration of my application for the Shire/ACMGF Clinical Genetics Fellowship in Biochemical Genetics (the Award ). I agree to disqualification from consideration, to denial of the Award, and to forfeiture and redelivery of any funds granted to me pursuant to the Award in the event that any of the statements or answers made by me in this application are false or in the event that I violate any of the rules or regulations governing the. I authorize ACMGF to make whatever inquiries and investigations it deems necessary to verify my credentials and professional standing. I have read and agreed to the conditions set forth in the Award Agreement as evidenced by my execution of the Award Agreement which is included in this Application. I have read the application announcement and if selected as an Awardee, agree to the terms of the award program. I hereby agree to hold ACMGF, the American College of Medical Genetics and Genomics, Shire, and their respective officers, directors, members, owners, employees, and agents, harmless from any complaint, claim, or damage arising out of any action or omission by any of them in connection with this application; the application process, any award granted to me by ACMGF; the failure to grant me any award; or any demand for forfeiture or redelivery of funds issued pursuant to an award. I understand that the decision as to whether I qualify for the Shire/ACMGF Clinical Genetics Fellowship in Biochemical Genetics rests solely and exclusively with ACMGF and that the decision of ACMGF is final. I HAVE READ AND UNDERSTAND THESE STATEMENTS AND I INTEND TO BE LEGALLY BOUND BY THEM. Name Date Signature NOTE: Award application MUST be signed by both Trainee-Applicant and Institution. Unsigned applications will be considered invalid. TO THE BEST OF MY KNOWLEDGE AND BELIEF, ALL DATA IN THIS APPLICATION ARE TRUE AND CORRECT. THE DOCUMENT HAS BEEN DULY AUTHORIZED BY THE GOVERNING BODY OF THE APPLICANT AND THE APPLICANT WILL COMPLY WITH THE TERMS OF THE ATTACHED AWARD AGREEMENT IF THE ASSISTANCE IS AWARDED. Applicant Signature: Sponsoring Organization s Representative Signature: Date Signed: Date Signed: 7 Wisconsin Avenue, Suite, Bethesda, MD 20814 Phone 301-718- 9603 Fax 301-718-9604 www.acmgfoundation.org 4

Shire/ACMGF Biochemical Fellowship Award Project Assurances Applicant agrees to comply with the terms of the award, including a progress report at 10 months to determine second year funding and a final report at 24 months from the commencement of the Fellowship Year. Yes [ ] No [ ] Applicant or family members (spouses, children and their spouses, and siblings and their spouses) are not officers, directors, or employees of Shire, or members of the ACMGF Award Committee. Yes [ ] No [ ] Applicant agrees that nothing in this Agreement shall be construed as imposing any duty or obligation, express or implied, upon the Awardee or sponsoring Institution of an Awardee to refer any patient, physician or healthcare organization to any user of Shire products or services, or to endorse or recommend the ordering or purchasing of any Shire product or service. Yes [ ] No [ ] Applicant agrees that there will have institutional IRB approval for any award project that includes human subjects. Yes [ ] No [ ] 5

SHIRE/ACMGF AWARD Shire Clinical Fellowship in Biochemical Genetics AWARD AGREEMENT This Award Agreement (the Agreement ) is entered into this day of, 201 (the Effective Date ), by and between the ACMG Foundation for Genetic and Genomic Medicine ( ACMGF ) and, an individual ( Grantee ) employed by ( Institution ). WHEREAS ACMGF is sponsoring the 201 Shire/ACMGF Fellowship Award (the Award ) for projects directed to Shire Clinical Fellowship in Biochemical Genetics under the terms and conditions set forth herein; and WHEREAS Grantee is submitting an application for the Award based on Grantee s project (the Project ); NOW, THEREFORE, Grantee hereby agrees that, should Grantee be selected as a recipient of the Award, Grantee will strictly abide by the following terms and conditions of the Award: 1. Reports and Presentations (a) (d) Semi-Annual Written Updates. Grantee agrees to submit to ACMGF by May, 2017 a semi-annual update indicating the progress made toward completion of the Project and achievement of the purposes of the Award. Annual Written Reports. Grantee agrees to submit to ACMGF by June, 2017 an annual written report setting forth (1) the use of the Award funds granted and detailing all expenditures made from the Award funds (including travel, salaries, and supplies) and (2) progress made toward completion of the Project and achievement of the purposes of the Award. Final Report. Grantee agrees to submit to ACMGF a Final Report upon completion of training. If the Project involves the creation of a written product, a copy of such written product must be submitted with the Final Report. 2. Investigation. If any of the reports required above indicate that Grantee is not working toward achieving the purposes of the Award, ACMGF may conduct an investigation. Grantee understands and agrees that if ACMGF determines, in its sole discretion, that Grantee has not met the terms and conditions of the Award, ACMGF may halt the disbursement of further funds and take all reasonable and appropriate steps to recover the Award funds and/or to insure the restoration of diverted funds. Grantee further understands and agrees that ACMGF may withhold any further payments until such time as it is satisfied that Grantee is meeting his/her obligations under this Agreement. 3. Use of Funds 6

(a) Grantee agrees to utilize all Award funds in accordance with the purpose of the Award, Shire/ACMGF Clinical Genetics Fellowship in Biochemical Genetics, as determined by the Board of Directors of ACMGF. Funds will be sent from ACMGF to Institution in quarterly installments. Except as may be expressly provided herein, Grantee agrees that Award funds shall be used only for the direct support of Grantee s fellowship and only in the manner and for the purposes indicated in the Award proposal. ACMGF grant funds may be used to pay for all direct costs (stipend, fringe benefits, other training costs) and indirect costs (capped at 8% as with NIH training grants). In addition, Grantee agrees that Award funds given by ACMGF shall not duplicate funds obtained from any other source. 4. Institution Commitment. Institution agrees that Grantee s time, facilities, and position will remain at an appropriate level to facilitate the Project. 5. Assignment of Rights. (a) If any patents arise out of or are developed as a result of the research funded by the ACMGF Award described herein, the rights to which are deemed to be the property of Grantee and/or Institution, Grantee and Institution expressly agree not to enforce their rights in any such patents against any physician or not-for-profit institution utilizing the patented property for the diagnosis or treatment of genetic diseases in patients. If any original notes, presentations, publications, or other materials, without limitation (including any summary or description of research results) ( Materials ) arise out of or are developed in connection with the research funded by the ACMGF Award described herein, the rights to which are deemed to be the property of Grantee and/or Institution, Grantee and Institution agree to (1) acknowledge in all Materials the support of the Award; (2) offer the ACMG s journal Genetics in Medicine first option on publication of any Materials to be published; (3) provide ACMGF with copies of the Materials; and (4) assign to ACMGF a non-exclusive, fully paid, worldwide, unrestricted license to publish and distribute the Materials following any publication thereof. ACMGF agrees that it shall not publish any previously unpublished Materials of which it receives copies or otherwise vitiate the intellectual property rights of Grantee in said Materials. 6. Indemnification. Grantee agrees to and hereby does indemnify and hold harmless Shire, ACMGF, ACMG, and their respective directors, officers, members, owners, employees, and agents ( Indemnitees ) from any and all demands, claims, suits, and expenses, including but not limited to reasonable attorney s fees ( Claims ), which one or more of the Indemnitees may incur by reason of Grantee s negligent acts or omissions (including, without limitation, use of third party intellectual property rights) arising out of or in connection with this Agreement. Nothing provided herein shall be construed to impute liability to any party for injuries sustained by any third party. 7. News Releases. 7

(a) (c) Grantee agrees that ACMGF may issue news releases regarding the award of the grant. Grantee also agrees to assist in the development and production of such releases as requested by ACMGF. Grantee agrees to acknowledge ACMGF in any publication in a manner that shall be approved by ACMGF in advance. Grantee agrees to submit to ACMGF for prior approval any and all news releases or other published statements if such news releases or published statements mention or refer to ACMGF or the Award. 8. Permissions. No party shall use the name or names of another party, or any adaptation, abbreviation, or derivative thereof, whether oral or written, without the permission of such party, except as otherwise set forth in this Agreement. Notwithstanding the foregoing, prior written permission of Grantee shall not be necessary for ACMGF to identify him/her as a grantee or in research results, summaries, or discussions the distribution of which is permitted pursuant to Section 5. 9. Compliance with Applicable Laws. Grantee warrants that, in connection with Grantee s acceptance of the Award, Grantee s work on the Project, and all investigations conducted in connection therewith, he/she shall, at all times, comply with all applicable federal, state and local laws, regulations and other requirements including, but not limited to, the following: 10. Termination. Protection of human subjects Inclusion of women and minorities Inclusion of children Financial conflicts of interest All applicable sections of the following statutes and the regulations promulgated thereunder: Federal Food, Drug, and Cosmetic Act Clinical Laboratory Improvement Amendments ( CLIA ) Health Insurance Portability and Accountability Act of 1996 ( HIPAA ) (a) Either party may terminate this Agreement at any time for material breach by the other party. Within ten (10) days of such termination, Grantee shall return any unspent and uncommitted grant funds to ACMGF and provide ACMGF with a copy of all Materials prepared up to the date of termination. Either party may terminate this Agreement upon the death or permanent disability of Grantee. Within thirty (30) days of the date of Grantee s death or permanent disability, Institution shall return any unspent and uncommitted grant funds to ACMGF and provide ACMGF with a copy of all Materials prepared up to the date of death or permanent disability. 8

(c) Either party may terminate this Agreement in the event Grantee leaves the full-time employ of Institution, for any reason other than death or permanent disability, prior to completion of the Project. Within sixty (60) days of the date of such end of employment, Grantee shall return any unspent and uncommitted grant funds to ACMGF and provide ACMGF with a copy of all Materials prepared up to the date of the end of employment, unless and until ACMGF, Grantee, and Grantee s new place of employment enter into a written agreement providing for the continuation of the Project under the same conditions applicable herein or other conditions agreed to by such parties. 11. Award Administration (a) The two Fellowship years will commence on July 1, 2017 and end on July 30, 2019 with the second year funding based on successful completion of year one. (c) Shire/ACMGF will fund the Award in the amount of $75,000 per year, which shall be designated to pay for all costs (stipend, fringe benefits, other training costs) and indirect costs (capped at 8% as with NIH training grants) associated with the Awardee s Fellowship Year. ACMGF shall pay funds directly to the institution sponsoring the Awardee in four quarterly installments (July 1, October 1, January 1 and April 1), to use such funds in accordance with the terms of the agreement above. * * * Agreed to and Approved: Grantee: Signature: Name: Date: ACMG Foundation: Signature: Name: Title: Date: Institution: Signature: Name: Title: Date: 9

Outline of Applicant s Training Program PLEASE NOTE: Applicant is limited to five pages of application; Applications must be completed in 1.5 spaced; Times New Roman; Font Size 12 point. The five pages do not include references. Please do not send additional materials, attachments or appendices other than those requested by ACMGF. The five-page outline should be sufficient to describe your training program. o Describe the size and diversity of your patient population, o Provide information on the number of people who have trained in your training program, including in Clinical Genetics, over the past five years and their current employment positions; o Include a paragraph on what the trainee is exposed to in his/her position. Include exposure to clinical trials, research, etc. that broaden the trainees exposure to genetics and genomics; o Describe the faculty of your training program including the involvement of ABMGGcertified clinical and laboratory geneticists o Describe the multidisciplinary activities (i.e., multidisciplinary clinics involving genetics, interactions with other specialties to coordinate care of genetics patients) of your program; 10