Department:
Title of Activity:
Date:
Course Director:
Course Coordinator:

CME Checklist for Courses: Each activity must comply with all ACCME accreditation requirements and criteria, Standards for Commercial Support, and Accreditation Policies.

1. / / CME Course Planning Process–Start the planning process as early as possible…recommended five – six months prior to the course start date.
a.Planning process begins with a planning meeting between the Course director and Course coordinator and the CME office staff. The meeting lasts between 30-60 minutes. The Planning worksheet will be used to guide the discussion. This worksheet will be provided by the CME office prior to the meeting taking place. Written answers to the worksheet questions are not expected or required.
b.CME prepares the planning application within five working days of the meeting with the course director. The course director reviews and edits the draft…once satisfied the application is approved.
c.Course Director or Co-Director must have a faculty appointment.
d.Once the application is approved the ACCME accreditation statement can be included on all promotional material, e.g., website, email blast, Save the Date, flyer, brochure, syllabus, etc. Before going live or sending promotional material for printing please let the CME office review the materials to ensure the CME requirements have been met.
2. / / Save the Date Postcard. Due: Generally 4-6months prior to course start date. Save the Date material provides general preliminary course information like the date, location, and title. If more specific information is given like speaker names or objectives, the accreditation statementmust be included; and thus the course planning application must be approved.
3. / / Registration brochure, flyer and/or email blast.Due: Generally 3 to 4months prior to activity date. Please ensure that the CME office staff review the brochure or flyer before going to print or the email blast before sending (please include the CME office as a ‘cc’ on the email). Include the CME office on the distribution list so the CME office has documentation for the electronic accreditation files.
4. / / Web Page: Due: Generally 4-6 months prior to activity. Must be approved by UUCME before it goes live to ensure the CME accreditation criteria are met.Seven (7) calendar days following the course completion or any time before please provide UUCME an electronic rendition of all web pages encountered by conference registrants.
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  1. Speaker/Planning Committee Disclosure Form. Due: as soon as possible, but no later than 30 days prior to the event taking place for speaker disclosures. Planner disclosures are due before the planning application can be approved.
1.For all University of Utah (UofU) faculty members the CME office will obtain their disclosure information using the UofU Mission Based Management (MBM) database.
2.For speakers and planners not in the MBM database the course coordinator is asked to obtain these disclosures using the Speaker/Planner Disclosure form.
b. Planner/Speaker Disclosure Summary. The means of disclosing to the learners is typically included in the syllabus. The CME office will prepare this summary. If no one has anything to disclose, then a disclosure statement to that effect will be included on the CME statements page which can be handed out separately or included in the syllabus.
/ c. Mechanism to identify and resolve potential conflicts of interest.
1. Resolve any relevantfinancial relationships reported by planners
2. Resolve any relevantfinancial relationships reported by speakers
3. Submit these review formsno later than two weeks (14 calendar days) prior to the start of the activity for speakers. Planners must be resolved prior to the planning application being approved. See UUCME Website Forms and Documents.
6. / / Commercial Interest Letters of Agreement (Educational Grants). Due: Obtain signed agreements 7 calendar days prior to start of the activity. Definition of a commercial interest.Acommercial interestis any entity producing, marketing, re-selling, or distributing health care goods or services consumed by, or used on, patients. The ACCME does not consider providers of clinical service directly to patients to be commercial interests - unless the provider of clinical service is owned, or controlled by, an ACCME-defined commercial interest.
  1. Agreements are signed by the Commercial Interest Company, the UUCME office, and the Department Representative
  2. Acknowledgement of commercial support from a commercial interest companyis made for example in the registration brochure and in the syllabus.
  3. Commercial interest logos cannot be used in the acknowledgement, just the name of the company and no product promotion associated with the company name.
Note: Exhibitors are not considered commercial support. An agreement is not required, however is recommended as a good business practice. Exhibitors should be recognized as a separate category from commercial interest companies providing grant support when acknowledging the companies in the registration brochure and syllabus, etc.
7. / / Syllabus/Course Materials. Due: Submit prior to printing and at least 7 calendar days prior to the start of the activity for review by UUCME (to ensure compliance with accreditation requirements, criteria and policies). The CME office will prepare the disclosure summary, CME statements page and the instructions for claiming credit and printing the certificate.
8. / / Honorarium. Due 7 calendar days prior to the start of the activity. Follow the University of Utah policy on payment of an honorarium through Accounts Payable. Guidance on calculating honorarium payments is available on the CME website. Report honorarium payments on the Post Course Financial Summary by person’s name and the amount paid. Note: Honorarium in excess of $3,000 will require review and approval of the Associate Dean, CME.
9. / / Speaker Authorization. Due: 7 calendar days prior to the start of the activity. This form is used if the presenter in the activity will be audio or video taped.This is not a CME requirement, but is important from the university standpoint of getting permission to record a presentation and confirm that any copyright is owned or permission has been granted for use.
10. / / Speaker Learning Objectives and Audio Visual Needs. Due: Prior to the start of the activity. This form is for the use of the department in planning the activity and ensuring that the appropriate audio and visual resources are available to support the speaker’s presentation. This is not a CME office requirement.
9. / / Registration Import Spreadsheet – Send the registration import spreadsheet (CME office will send this to you for completion) to the CME office one to two working days prior to the course start date so the course registration can be imported into the CME database. This allows the online evaluation, claiming of credit and printing of the certificate to work properly.
Claiming Credit/Printing Certificate – This is accomplished all online. Please handout the Instructions for claiming credit and printing certificateto the attendees. They will follow the instructions by completing the evaluation, claiming their credit and printing their certificate.
10. / / Evaluation, Commitment to Change and End of Course Review. Due: Post Course; Consult the LOA for Conducting a CME Event. The CME Evaluationquestions arepart of the online certificate process. If you wish to use your own evaluation you can do so. The Commitment to Change(CTC) statements (created as part of the planning application) will be sent via electronic survey by the CME office to the attendees after the course concludes. The statements will be sent twice…the second time to those not responding to the first survey. End of Course Reviewis completed by the Course Director. The CME office will send the CTC and evaluation data to the course director to facilitate completion of the End of Course Review.
11. / / Invoice and Post CME Activity Financial Summary. Invoice: The payment Chartfield for UofU courses will be included in the planning application. The CME office will use the payment Chartfield to process an electronic journal entry for the course payment. This is will be processed at the conclusion of the course. The course coordinator will be sent a copy of the journal entry and a copy of the invoice. For those courses whose target audience is internal the University of Utah there is no CME fee. The Post Course Financial Summary (form provided by the CME office) is due no later than 45 days after the conclusion of the activity. It is important to specifically list the names of everyone receiving an honorarium and the amount, the names of the commercial interest companies providing grants and the amounts, and the names of the companies providing exhibits and the amount paid.
12. / / Post Meeting between the Department and UUCME (optional). This meeting is held within three months after the conclusion of the course. It is intended for the Course Director and Course Coordinator to meet with the UUCME Associate Dean, Director, and Project Coordinator to review the End of Course Reviewprepared by the Course Director and collectively discuss how tobuild upon the lesson’s learned in preparation for future courses; and how the CME office can better assist the course director, planners, and coordinator with future activities.

8/12/2015