CME Application Checklist

Pre-planning Heading link

Contact the Office of CME 60-90 days to begin the pre-planning phase and complete the requirements.
Submit all Financial Disclosure forms for individuals who can control education content in the proposed activity.
Exclude owners/employees of ineligible companies (if applicable).
Mitigate relevant financial relationships with ineligible companies for individuals who can control educational content using an appropriate mitigation strategy. The Office of CME uses a Conflict of Interest Resolution Letter as the primary mitigation strategy.

For New Applicants, the following supporting documents are required:

Draft version of brochure/flyer. The brochure/flyer must include the following information:
- Title of educational activity
- Learning objectives (minimum of 3)
- Date and location of educational activity
- Purpose of educational activity
- Target audience
- Names of presenting speakers and their credentials
- AMA credit designation statement
- ACCME accreditation statement
Evaluation Instrument
Agenda for educational activity
- Date(s) of the activity
- Title of each learning session
- Time and duration of each learning session
- Presenter name(s) and credentials
Example of pre/post assessment (if applicable)
Financial disclosure forms for all speakers, moderators, etc.
Conflict of Interest Resolution Letter (for speakers, moderators with relevant financial relationships)
Commercial Support Letter of Agreement (if receiving commercial support)
Copy of executed agreement (if receiving commercial support)

For Returning Applicants, the following supporting documents are required in addition to those listed above (in the new applicants):

Post-Activity Report from previous year’s activity. If a Regularly Scheduled Series (RSS) e.g., Grand Rounds, the last quarterly post-activity report should be provided.
Post-Activity Narrative Summary. If an RSS, the last quarterly post-activity narrative should be provided.
Post-Activity Data Table. If an RSS, the last quarterly post-activity narrative should be provided.

Disclose the absence or presence of relevant financial relationships for individuals involved in the planning, presentation, and evaluation of the CME activity including the Activity Director, Planners, and Speakers to learners prior to the start of the activity.
Inform all learners that all relevant financial relationships have been mitigated prior to the start of the activity.
If commercial support (financial and/or in-kind) is received, disclose the name(s) of the ineligible company(ies) that provided the commercial support, the nature of the support (in-kind only) to learners prior to the start of the educational activity.

Complete the required post-activity report in the eCME® system.
Upload all required supporting documentation to the eCME® system.
- Post-activity narrative summary
- Post-activity data table
- Attendance list