Planning Forms

To maintain accreditation and to provide the best service possible, we are required to obtain relevant information for each activity that we accredit or coordinate. The following forms ensure that your activity meets the requirements necessary for the ACCME and other accreditation bodies, and also the Mission of the WVU Health Sciences Office of Continuing Education. We are always available to answer your questions regarding these forms, so please do not hesitate to contact us with your questions or concerns.

• Listing of Current Curriculum Vitaes on File

• Listing of Current Disclosures on File

Electronic Submission Forms

• Online Planning Form:

  • CE Planning Form Part A - General Activity, Contact, Planning Committee, Sponsorship, Funding and Fees Information

  • CE Planning Form Part B - Audience, Objectives, Format, and ACCME Criteria

  • CE Planning Form Part C - Mission Compliance, Evaluation, and Planning Packet Checklist

• Joint Providership and Non-Coordinated Agreement 

  • Required: CME, Nursing, Dentistry

• Desirable Physician Attributes

  • Required: CME

• Practice Gap

  • Required: CME, Nursing

  • Examples: Practice Gap Examples with Supporting Needs Documentation

  • Download this print-friendly version of the worksheet if you need to consult others to complete this form.

• Dental Practice Gap

  • Required: Dentistry only

• Flyer/Brochure Example/Draft Submission

  • Required: CME

  • Examples: Example 1, Example 2, Example 3, Example 4, Example 5

• Disclosure and HIPAA Compliance with CV/Bio Attach (Updated 12/19/25)

  • Required: CME, Nursing, Dentistry

  • To view a short video explaining this ACCME Requirement, please click here.

  • For your convenience, the Disclosure Forms Cover Sheet can help when managing many speakers

• Barcode Sign-in Sheet (RSS Only) - for new series 

Hard Copy Forms - Submit via e-mail:

• Disclosure of Commercial Interests and HIPAA Compliance (Updated 1/23/26)

For programs expecting outside commercial funding:

• Commercial Support Letter of Agreement
  Required: CME, Dentistry​

• Commercial Support Letter of Agreement with Third Party
  Required: CME, Dentistry

• Commercial Support Standards provides helpful information on the ACCME Standards for Commercial Support.

Office Use Only