Materials to be Made Available for the Site Visitor

1. Documentation confirming the organization's status as being incorporated, chartered by a state, sole proprietorship, or a governmental unit.
2. Documentation or evidence showing the number of years the organization has been conducting continuing education and training.  
3. Demonstration of correct calculation of CEUs for each type of learning event.
4. Copy of strategic or business plan, budget, annual report, planning checklist, minutes of agenda of planning group meeting showing that the applicant has adequate resources to maintain the human, financial, physical, and technological resources required to support quality programs.
5. Schedule of continuing education and training events for the past 12 months. 
6. Examples of course materials for three learning events.  Course materials to include for each:
   • Outline
   • Instructor credentials
   • Instructional methods used in each learning program
   • Evidence of instructional methods supporting learning outcomes
   • Evidence of accommodation of varying learning styles
   • Method(s) of assessment and evaluation
   • Summary of assessment and evaluation results
   • Promotional materials for each learning event
   • Evidence of how satisfactory completion by learners is confirmed
7. Needs assessment documentation, including methods used, for three (3) learning events. 
8. Sample instructor guide containing target audience, prerequisites, learning outcomes, instructional strategies, and appropriate instructor guidance on the content.
9. Evidence of record keeping system and how privacy and security are ensured. 

The applicant's designated representative who is responsible for ensuring adherence to the Standard must be prepared to verbally discuss or explain the applicant's review process with the site visitor.