Standards for Accreditation and Certification

Planning Guide | Standards Checklist

UBC CPD Planning Guide

Launched August 1 2018, the new UBC CPD Planning Guide describes all of the accreditation and certification standards required to be met for successful accreditation and/or certification of a CPD activity. Includes checklist, signature pages, and support documentation.

June 2018 Soft launch: Want to be a beta tester? Try out our new combination Application Form for MOC and Mainpro+! This new form combines the MOC and Mainpro+ application forms, replacing the Essential Information form, and matching the new CPD Planning Guide. Application attachments still required. The new form won't replace any old forms until later in 2018.


Checklist of Standards (summary)

Please consult the CPD Planning Guide for full details.

Ethical Standards

  • The physician organization is accountable for the program in its entirety and assumes responsibility for finances, topics, content and presenters, and ensures the scientific validity and objectivity of the program
  • A scientific planning committee (SPC) has been appointed by the physician organization, representative of target audience including RCPSC specialist(s) and/or CFPC family physician(s)
  • SPC does not include any representative of commercial interests, and ensures there is no industry influence over topics, content or speaker selection
  • If co-developed, the physician organization maintains control over all aspects of planning and finances
  • SPC meeting minutes are kept, with dates and attendees
  • Faculty are informed of accreditation/certification standards (eg. speaker letter)
  • Content and materials meet professional standards and legal requirements, including the protection of privacy, confidentiality and copyright
  • All presentations are submitted in time for content review by SPC
  • Budget details expenses, revenue, and plan for surplus or deficit
  • Disclosure forms are completed by the SPC and submitted to UBC CPD for review
  • The SPC reviews the disclosures completed by the presenters and ensures appropriate conflict of interest management
  • Presenters use 2-step disclosure to participants, both in slides (disclosure, management) and verbally
  • All disclosures of both planners and presenters are summarized and made available to all participants (eg. program website, page in program, etc.) for transparency
  • Unaccredited/uncertified activities are listed separately, and announcements of them should not be distributed to participants by the physician organization
  • A registration fee must be charged when a CPD Activity has commercial support
  • Sponsorship follows the UBC CPD Guidelines for Support, a sponsorship prospectus outlines all sponsorship opportunities, and sponsorship agreements are created, signed and countersigned
  • Declarations of Accountable Physician, and those pertaining to the credit type, are read and signed

Educational Standards

  • Needs assessment (Q1) of the target audience has been conducted by the SPC to inform content
  • Group Learning activities include minimum 25% interactivity (Q2) overall OR Assessment activities assess learner knowledge or performance
  • Learner-centered objectives are developed for overall program and individual sessions, address identified needs, and are included in program materials
  • Agenda is confirmed and credit hours counted
  • Presenters include references in their presentations of evidence used to create content (Q3)
  • Barriers to change (Q4) are discussed in educational design (Mainpro+ only)
  • Proper evaluation (Q5) is conducted and used by SPC to inform future needs assessments

Q = Quality Criteria

Administrative Standards

  • All participants must be able to register and receive a receipt or record of registration, and attendance records are kept by the physician organization
  • Certificates including the appropriate approval statement(s) are provided to all attendees
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