Instructions for Completing Uniform Application For Accreditation of CLE Activity
- Name and complete address of organization providing or sponsoring the
activity (not the name of the person applying)
Please provide the complete mailing address and phone number for the organization sponsoring the activity. We can have only one sponsor, so please do not list more than one organization. By applying for accreditation of a CLE program, an organization is accepting certain obligations. Please give us the name of the organization that is agreeing to accept those obligations.
(Please put the name of the person applying in Question 16, "Submitted by.")
- Name and phone number of sponsor contact person
Please provide the name and direct dial phone number for the contact person at the sponsoring organization. Please include extension number, as appropriate.
- Title of the educational activity
Please provide the title exactly as it is listed on the program agenda.
- Dates and cities/states
Please list specific dates and cities (as well as states, if outside Ohio). You may put more than one date and city on a single application, as long as all dates are within the same calendar year. If the program will be presented on many dates in different locations, and all of this information will not fit in the space provided, you may attach a one-page listing. Please list, in columnar form, the date of each presentation and the city and state where it will occur.
- Registration Fee
What is the cost attorneys will pay to attend this program?
- Writing Surface Available
CCLE Regulation 406(E) requires that a writing surface be available, and this question asks whether that was the case. Please check the appropriate box to answer yes or no.
- Method(s) of presentation
There are several different methods of presentation that are used by sponsors to convey educational information. The most common methods are described below:
Faculty in room with participants means that the speakers and attendees are in the same room.
Live Satellite (w/telephone to official viewing site) means that a live program is being transmitted via satellite to an official viewing location or locations. Attendees have the opportunity to ask questions of the program's instructors via telephone. In some cases, an expert moderator may be present.
Telephone Only means that the program is being presented only by telephone. Please note that telephone-only programs are not eligible for CLE credit in Ohio.
Videotape or audiotape presentation and expert moderator present In order for a videotape or audiotape replay to be eligible for CLE accreditation, an expert moderator must be present to answer questions posed by attendees. An "expert moderator" is defined as a lawyer with experience in the area being discussed on the recorded materials. In addition, this individual must have previewed the entire tape prior to the day of the replay or be one of the original speakers.
Please provide the name and Ohio Attorney Registration number of the attorney acting in the capacity of Expert Moderator and attach a copy of their biography. (If the attorney is not from Ohio, no Registration Number is required.)
- Advertised to: Lawyers/Others
Who is the intended audience? To which groups or professions did the sponsor advertise the seminar?
CCLE Regulation 406(A) states that: "The CLE Activity shall have significant intellectual or practical content, the primary objective of which is to improve the participant's professional competence as an Attorney or Judge."
If the program being applied for is not primarily for attorneys, then please also submit the "Supplementary Application-Interdisciplinary." This form is available on the Court's website. Form 13 should be used by sponsors and Form 14 should be used by individual attorneys.
- List any admission restrictions
Please list any admission restrictions. Is this program being limited to a certain audience? Do the attendees need to belong to a certain group-i.e., prosecutors only or defense counsel only?
- "Special Program" or "In-house activity" requirements (see CCLE Regulation
407)
This question helps you to identify if your program should be considered as a Special Program (sometimes called in-house). If attendance at a program is limited to persons associated with one organization and/or if all the speakers at the program are associated with one organization, then the program is considered to be a Special Program under Gov. Bar R X.
CCLE Regulation 407 describes the additional requirements for accreditation of this type of program. You must use Form 8 (available on our web site) to apply for credit for a Special Program.
- Method of evaluation
CCLE Regulation 406(G) requires that Sponsors implement ways to evaluate program offerings. This question asks you to describe the way attendees are asked to evaluate this particular program.
- Description of materials to be distributed
CCLE Regulation 406(D) requires that attendees be provided with "written course materials of such quality and quantity to indicate that adequate time has been devoted to their preparation and that they will be of value to participants." This question asks you to describe the number of pages and type of materials provided to the attendees.
- Required Attachments to this application
We must receive a copy of each required attachment in order to review the program for accreditation. Applications submitted without required attachments will be returned to the sender. Following is a description of what is meant by each attachment:
Time Schedule - We need a detailed time schedule showing what time the program as a whole begins and ends, what time registration begins and ends, and what time each topic begins and ends. Please include the topic name with a short description and who the speaker is. Keynote speeches must be identified, and breaks and meals must also be identified. We require a 15-minute break during every three-hour period. Please allow 30 minutes for a box meal or continental breakfast, 45 minutes for a buffet, and 60 minutes for a meal with servers.
Brochure, course outline, or course description - Please send a concise description of the subjects being discussed at your program. We must be able to easily determine that the program is directly related to the practice of law and that it has been designed to maintain and improve the quality of legal services. Please be sure that the information you are sending us clearly demonstrates this.
Table of contents of handouts (or equivalent) - If your program materials have a table of contents, please include it. A table of contents is not absolutely required, if your course outline includes enough information to enable us to determine that your program is directly related to the practice of law and that it has been designed to maintain and improve the quality of legal services.
Faculty names and credentials - We do not need a complete resume here. Just the name and a brief description of the faculty members' credentials will be sufficient.
Complete set of materials - DO NOT SEND unless requested to do so. Please send only those documents listed above. If we decide that we need to see the full set of materials, we will contact you.
- Total minutes of instruction you are requesting
Please tell us the number of minutes of CLE credit you are requesting. Please break down the total number of minutes by using the provided spaces, indicating number of minutes for general, ethics, professionalism, and substance abuse credit.
Please keep in mind that non-substantive time is not eligible for CLE credit. This includes such things as registration, program evaluation, breaks, meals, business meetings, opening and closing remarks, keynote speeches, and presentations concurrent with the consumption of a meal.
- Approval/Denial by other states
Please list the states that have approved and/or denied this program. If the program was denied, please tell us why, and by which states.
- Submitted by
Please put your name, address, signature, phone number, and title (if sponsor representative) on the appropriate lines. Please also mark the appropriate box to tell us if you are a representative of the Sponsor, or an individual lawyer applying for CLE credit on his or her own behalf. If you are a lawyer submitting this course on your own behalf, please write in your Ohio Attorney Registration number.
4a. Number of attendance cards needed
If you're not sure, please estimate. If this question is left blank, no attendance cards will be sent.