Requirements for File Close-out

Activities that use any form of commercial support, i.e. grants or paid exhibitors, have some specific requirements that we must ensure are documented in the activity record.

  • If the activity received commercial support
    • Fully-executed LOA received prior to the activity date (See more about this in the section on managing commercial support)
    • Evidence of how acknowledgement of commercial support was provided to the learners (See more about this in the commercial support section)
    • Final Income and Expense report documenting how the commercial support was used
  • If the activity had exhibitors
    • Exhibitor agreement forms must be signed by each exhibitor upon agreement to exhibit. 
      • The completed forms must be sent to CME either before or directly following the activity.