Forms and Resources

Thank you for your interest in planning an educational activity with the Institute for Innovative Education (IIE), Center for Experiential Learning (CEL)!

As an accredited sponsor of Continuing Medical Education (CME) and NYS Social Work Continuing Education (CE), the CEL follows the standard policies developed by the Accreditation Council for Continuing Medical Education (ACCME) and New York State Education Department (NYSED). In keeping with ACCME regulations, we have developed the following forms and resources to assist with your activity planning and implementation, as well as the completion of the application for credit.

Activity Development Forms and Guidelines

• UR Continuing Education Activity Development Form
• Planner/Presenter Financial Relationships Form
• Presenter Content Form
• UR Policy for Identifying and Mitigating Relevant Financial Relationships in Accredited Continuing Education
• Mitigation of Relevant Financial Relationships Form
• Disclosure to Learners Form
• Disclosure to Learners Slides
• Post Activity Evaluation Sample
• Final Report Summary Form
• Attendance Import Spreadsheet
• Attendance Import Instructions

Regularly Scheduled Series Forms

• RSS Reporting Requirements Checklist 2022-2023
• RSS Disclosure to Learners Form
• RSS Disclosure to Learners Slides
• RSS Post Activity Evaluation Sample
• RSS Financial Summary Form
• RSS Outcomes Measurement Summary Form

Grants & Exhibits

• Commercial Support – Grant Application Protocol
• ​Commercial Support – CME Grant Application Frequently Asked Questions
• Commercial Support – Letter of Agreement
• ​Commercial Support – URMC Live Event Exhibit Agreement
• Commercial Support – URMC Virtual Exhibit Agreement

Useful Tools and Templates

• UR CEL Quick Reference Guide
• Writing-Clear-Learning-Objectives

Additional Information and Links

• Accreditation Council for Continuing Medical Education (ACCME)
• American Medical Association (AMA)
• NYSED Office of the Professions/Social Work