Resource Center › Compliance

U.S. State and Local Aggregate Spend Reporting Requirements

See which U.S. states, cities and counties require aggregate spend reporting, what they collect and when reports are due.


MedPro Systems
Published
Updated
Jurisdictions

10 states, cities and counties

Who Reports

Life Sciences manufacturers

What Is Reported

Payments, transfers of value and samples to HCPs and HCOs

First Deadline of the Year

Nevada, March 1

Overview

As part of the continued effort to further expand transparency into the financial relationships between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs) and medical product manufacturers, various cities, counties and states (also known as “jurisdictions”) have enacted legislation that requires the disclosure of data related to these relationships. Depending on the jurisdiction’s requirements, Life Sciences companies must report certain interactions, payments, transfers of value and/or product samples provided to HCPs and HCOs. These jurisdictions also have different reporting deadlines. For more information on a specific jurisdiction’s aggregate spend requirements, see its official source below.

JurisdictionReporting DeadlineOfficial Source
NevadaMarch 1Nevada
OregonApril 1Oregon
VermontApril 1Vermont
MinnesotaMay 1Minnesota
ConnecticutJuly 1Connecticut
District of ColumbiaJuly 1D.C.
Miami-Dade County (FL)July 1Miami-Dade County
MassachusettsJuly 1Massachusetts
Chicago (IL)No later than 30 days after the department requests itChicago
CaliforniaCompany-defined deadlineCalifornia

Pharmaceutical manufacturers must report on payments made to HCPs and HCOs for travel, research, gifts, speaking engagements, meals, entertainment, education and other purposes. Additionally, some jurisdictions require reporting on product samples, vouchers and coupons provided to HCPs. In some instances, pharmaceutical manufacturers must register with the jurisdiction or inform them that a report will be submitted, collect data for the specified reporting period related to these expenditures, format the data according to jurisdictional requirements and submit the report by that jurisdiction’s deadline.

How MedPro Systems Can Help

We help Life Sciences and Healthcare companies drive better health outcomes by reducing complexity across their compliance and commercial operations. With tailored data, solutions and service, our dedicated team of industry veterans simplifies each step and helps customers move forward with confidence and precision.

Our end-to-end global platform, MedPro Compliance Reporting ID®, is the single solution that equips you for the growing complexity and evolving nature of transparency obligations around the world.

Streamline your state and local aggregate spend data capture and reporting with holistic, scalable, integrated transparency coverage enhanced by trusted data and a responsive, proactive team of industry veterans.

FAQ

Frequently Asked Questions

California, Connecticut, the District of Columbia, Massachusetts, Minnesota, Nevada, Oregon and Vermont, plus Chicago and Miami-Dade County.

Deadlines vary by jurisdiction, from March 1 in Nevada to July 1 in Connecticut, the District of Columbia, Miami-Dade County and Massachusetts. California uses a company-defined deadline.

Depending on the jurisdiction, payments and transfers of value for travel, research, gifts, speaking engagements, meals, entertainment and education, and in some jurisdictions product samples, vouchers and coupons.

In some jurisdictions, manufacturers must register or notify the jurisdiction that a report will be submitted.

Global Transparency Guide

Navigating Global Transparency Compliance

Download MedPro’s comprehensive guide to global transparency compliance. Learn how leading Life Sciences organizations achieve end-to-end coverage across U.S. and international disclosure obligations in a single platform.

Keep reading

Related resources

Back to Resource Center