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 Advisory Committee on Immunization Practices , 
Centers for Disease Control and Prevention (ACIP, CDC)  
Recommendation Methodology Review Workgroup   
Terms of Reference  
UPDATED:  January  21, 2026 
 
PURPOSE  
 
This document defines the activities, membership, and administrative requirements associated 
with the establishment of a Recommendation Methodology Review Workgroup  under the 
Advisory Committee on Immunization Practices, Centers for Disease Control and Prevention 
(ACIP, CDC).   ACIP utilizes subgroups of the Committee, known as Workgroups (WGs), to 
develop options for presentation to the full ACIP  parent committee  during its public meetings to 
facilitate discussion, deliberation , and development of recommendations.  ACIP WGs are 
intended to augment the effectiveness of ACIP.  The direction, focus, and pace of both ACIP and 
the individual WGs are guided by CDC and HHS policies and priorities, a s well as the need for 
expert input to inform development of  CDC  immunization policy.   
 
 
BACKGROUND  
 
ACIP and its WGs  address a wide range of issues related to U.S. immunization policies and 
practices.  Their work has primarily focused on three areas:  (1) recommendations for specific 
populations regarding the use or non -use of immunization products for particular infections or 
diseases (target indications); (2) recommendations on the optimal timing, dosing, and intervals of 
immunization products; and (3 ) recommendations on the coordinated use of multiple licensed 
immunization products across different target indications within the overall immunization 
schedule.  
 
ACIP provides evidence -based recommendations to the CDC Director on immunization policy.  
A critical initial step in ACIP WG activities and committee deliberations is the prospective 
formulation of clear, well -defined policy questions and related hypotheses.  Doing so requires 
the use of an optimal and consistent framework to guide evidence review and decision -making.   
 
 
TOPICS UNDER DISCUSSION   
The WG will discuss  topics that will address  historical use and potential revisions to  ACIP 
frameworks ; policy questions and evidence assessment  formulation ; vaccine timing, dosing and 
scheduling considerations; implementation , economic , and resource considerations; uncertainty, 
assumptions, and evidence gaps; and transparency and documentation.  
     
DESCRI PTION of WORKGROUP  ACTIVITIES   
The following activities provide a framework for the Recommendation Methodology Review  
Workgroup multi -year efforts , which may involve input  from other Federal and private partners:    
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 • Assess the manner and the consistency of the use of existing frameworks that have been 
adopted and used by ACIP  and its workgroups  to facilitate evidence assessment, 
decision -making and recommendations  – including Grading of Recommendations, 
Assessment, Development and Evaluation ( GRADE ); and Evidence to Recommend ations  
(EtR).  
• Define Scope and Criteria – Establish decision criteria for evaluating processes for 
developing discussion and presenting framing models that capture considerations related 
to benefits, risks, uncertainties and ethics (to include rigor, transparency, usability, 
adaptability, relevance, scalability, resource needs).  
• Identify Relevant Models  – Compile a comprehensive inventory of nationally and 
internationally used evidence frameworks , as well as models and frameworks to assess  
benefits,  effectiveness, risk, safety , and uncertainty . This will include review of other  
framework s used in public and private organizations responsible for high consequence 
decision making (e.g., impacting lives and health of people)  
• Conduct Systematic Evidence Scan  – Review literature, guidelines, and organizational 
methodologies to gather detailed information on each identified model.  
• Assess Each Model Components  – Evaluate (i) structure ; (ii) the way benefits, risks and 
uncertainties are analyzed and presented; (iii) evidence appraisal methods ; (iv)  discussion 
and decision framing;  (v) transparency ; (vi)  reproducibility ; (vii)  stakeholder -engagement 
mechanisms, and other considerations.  
• Engage Subject Matter Experts  – Consult with internal and external experts for input on  
findings and capture practical insights on model implementation.  
• Identify Strengths, Limitations , and Gaps  – Summarize benefits, constraints, and 
contextual considerations for each model, including resource implications.  
• Determine Ideal or Hybrid Model  – Present the model (or combination of components 
from multiple models) that best aligns with ACIP needs and broader system goals.  
• Develop Summary Report  – Prepare a concise report outlining methods, findings, 
comparisons, and the final options . 
• Present Findings  – Deliver a briefing with options/findings , rationale, and proposed next 
steps for adoption or further refinement  at an upcoming ACIP meeting . 
 
MEMBERSHIP  
 
The Recommendation Methodology Review Workgroup is chaired by one of the ACIP members 
appointed to serve as a Special Government Employee.   The ACIP DFO or a designee will serve 
as the Workgroup Lead (WGL) .  The WGL and the ACIP DFO , in consultation with WG Chair , 
determine  the WG’s membership , work priorities , and deliverables  for presentation to the full 
committee .  Other federal staff (e.g., HHS leadership) and members of liaison representatives , 
and additional external subject matter experts may be invited to join workgroup meetings on an 
ad hoc basis, to provide expertise as needed but will not participate as members of the 
workgroup  or participate  in any deliberations or WG discussions . 
 
Workgroup Membership : The Recommendation Methodology Review Workgroup  is comp osed 
of a WG Chair and up  to 5 additional ACIP voting members  given their professional, scientific, 
and technical  expertise ; and vested interest in ensuring the success of the ACIP meetings.   They 
are experts who are regarded as an authority or a practitioner of unique competence and skill by 
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 other persons in their profession or occupation.  Upon request, HHS federal agencies named in 
the ACIP charter may also appoint members to serve on WGs.   
 
MEETINGS, ADMINISTRATION, and TIMELINES  
1. Administrative Oversight : The  WGL will work with the WG Chair to arrange meetings, 
document meeting proceedings , and may provide presentations about the WG activities and 
findings to the ACIP .   
 
2. Meeting frequency  and location : The  Recommendation Methodology Review Workgroup  will 
meet  on an as needed basis as determined by the WG Chair , WGL, and ACIP DFO . All 
Recommendation Methodology Review Workgroup  meetings are convened virtual ly via 
teleconference.  
 
3. Meeting structure : In addition to the WGL, at least two ACIP parent committee members (one of 
whom serves as  the Recommendation Methodology Review Workgroup  Chair)  must be present 
at each meeting for a quorum .  An agenda, relevant publications, and background documents  will 
be circulated as read ahead mat erial prior to each meeting.  
 
4. Conflicts of Interest : N/A.  
 
5. Confidentiality : The discussions of the Recommendation Methodology Review Workgroup  may 
include information that is unpublished, protected, privileged, or confidential .  Discussions 
within the workgroup will be kept confidential.   Information of this nature must not be 
disseminated, distributed, or copied to persons not authorized to receive such information.   When 
these types of information are distributed, the person/s presenting will identify the information as 
such, so all members are duly informed; and written materials shall be clearly marked as such.   
Unlike ACIP parent committee meetings, which are open to the public, Recommendation 
Methodology Review Workgroup  teleconferences are not subject to the open meeting 
requirements  of the Federal Advisory Committee Act or the GSA Final Rule ; data presented 
during these meetings/teleconferences are often proprietary and should not be distributed to 
people other than approved workgroup  members.   
 
6. CDC Staff Involvement :  The CDC staff engaged in the ACIP Recommendation Methodology 
Review Workgroup  include the ACIP DFO and designee .  Consultation or information al 
presentations by CDC staff may be requested by the WG .  CDC staff do not serve as members of 
the Recommendation Methodology Review WG but may be asked to provide administrative 
support and technical expertise to ACIP WGs, bringing subject matter expertise and current 
professional focus in areas relevant to the goa ls of the WG.   Consultation or informational 
presentations by CDC staff will be transparent and evident to minimize the risk of, or the 
appearance of, undue influence that would compromise the independence of the WG.  The 
ACIPDFO and WGL of the Recommen dation Methodology Review WG, in consultation with 
the WG Chair, will monitor the interaction between the WG and the agency staff to ensure that 
the WG activities and work products are appropriate and that there is not undue influence by the 
CDC or by any special interest group on the activities or work products of the WG.  
 
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 7. Timelines : ACIP WGs are established when needed and  terminated once the activities and work 
products stated in the terms of reference have been completed  and the  WG’s charge has been 
fulfilled .  
 
8. Subject content : Findings  and opinions of the Recommendation Methodology Review 
Workgroup  members will be discussed at ACIP meetings.  Where applicable, t he 
Recommendation Methodology Review Workgroup’s  findings will be presented to the ACIP  
parent committee  for consideration for action (discussion, deliberation and decision , and 
formulations of recommendations ).   
 
9. Workgroup Meeting Summaries : Meeting  minutes will be created to capture the information 
gathered during each Recommendation Methodology Review Workgroup  meeting and 
teleconference.   
 
10. Workgroup finding s: The Recommendation Methodology Review Workgroup  will present 
briefing documents, background materials, presentations to the ACIP parent committee for 
consideration and deliberation in a public meeting.  Final versions of all products /slides 
presented at the ACIP parent committee meeting will be included in the committee’s official 
records  and uploaded into the Federal Advisory Committee Management Portal . 
 
11. Workgroup Record Keeping : All CDC FACA committees, subcommittees, and WGs are subject 
to the Federal Records Act.  All records will be uploaded in the Federal Advisory Committee 
Management Portal.  The summary report of WG meeting activities and other WG documents 
will become part of the ACIP’s official records as required by GENERAL RECORDS 
SCHEDULE 6.2: Federal Advisory Committee Records . 
 
RECORDKEEPING and REPORTING  
 
The Workgroup will present findings/outcomes/observations to the ACIP parent committee for 
discussion, deliberation, and potential adoption  in an open public forum.