renewal of accreditation and self-accreditation by dean ester f. ledesma

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    Renewal of Accreditation

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    CHECKLIST OF REQUIREMENTS

    1. Accomplished Application for Renewal of

    Accreditation (CPE Form R-1)

    2. Copy of Providers Annual Report (CPE

    Form R-1A)3. Accreditation Renewal Fee (check payable

    to PICPA or bank validated deposit slip)

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    The applicant providersecures / downloads the

    Application for Renewal ofAccreditation (CPE Form R-1)from the PICPA National CPESecretariat / PICPA Website,

    fills it up and completes thedocumentary requirements[Copy of annual report (CPE

    Form R-1A) and Check or bankvalidated deposit slip for therenewal of accreditation].

    Is the provider

    a provincial

    applicant?

    Yes

    No

    The local PICPAChapter performsinitial review oncompleteness of

    supporting documents,notifies the applicantprovider for lacking

    documents andforwards the completeapplication package tothe PICPA CPE Council

    (through the PICPANational CPESecretariat).

    The PICPA CPE Council

    performs evaluation for

    quality, currency, scope

    and number of CPE

    activities and

    subsequently endorses

    the application

    packages to the PRCCPE Council for final

    evaluation.

    The PRC CPE Councilperforms finalevaluation andsubsequently

    approves/disapprovesthe renewal of

    accreditation of theCPE Provider and then

    forwards its decision tothe PICPA CPE NationalSecretariat who thennotifies the applicant

    provider.

    The applicant

    provider

    submits the

    accomplished

    form with the

    supportingdocuments

    (Application

    Package) to the

    local PICPA

    Chapter.

    The applicant

    provider submits the

    accomplished form

    with the supporting

    documents

    (Application Package)

    to the PICPA NationalCPE Secretariat.

    The PICPA National

    CPE Secretariat

    performs initial review

    on completeness of

    supporting documents,

    notifies the applicant

    provider for lacking

    documents and

    forwards the complete

    application package to

    the PICPA CPE Council.

    RENEWAL OF ACCREDITATION

    PROCESS FOR CPE PROVIDERS

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    CPE Form No. R-1

    1. Accomplish this application form in three (3) copies and

    submit to PICPA CPE Council through the PICPA Chapter

    President or Vice-President for Professional Development

    in your area together with the documentary requirements

    and the accreditation fee in the form of check payable to

    PICPA or a bank validated deposit slip under PICPAs

    Savings Account at Union Bank with Account Number10084006969-1.

    2. For inquiries, you may contact the PICPA CPE Secretariat

    c/o Beth Paguio / Edel Caada at Tel. No. +63 2 723 5467.

    Instructions

    PRC CPE COUNCIL FORACCOUNTANCY

    PICPA CPE COUNCIL

    CPE Provider Application for Renewalof Accreditation

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    Name of Program Provider

    Mailing Address

    City Zip Code Province

    Name of Contact Person Title of Contact Person

    Telephone Number Fax Number

    E-mail Address Website

    Type of Organization:/ / Corporation / / Partnership / / College or University

    / / Sole Proprietorship / / Professional Organization / / Government

    Institution

    / /Others________________________________________

    CPE

    Providers

    Information

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    The contact person listed above:

    / / Administers programs and materials/ / Creates programs and materials

    / / Presents programs and materials

    / / Others, please specify

    _____________________________________________________________________

    The programs and materials are administered by the Provider from:/ / Address listed above

    / / More than one location as listed below:

    __________________________________________________________________

    __________________________________________________________________

    __________________________________________________________________

    __________________________________________________________________

    Program

    ProvidersOrganizational

    Structure

    Format of Program Offerings:

    / / Traditional Activities

    / / Seminars / / Workshops / / Research

    Presentations

    / / Conferences / / Conventions/ / Self-Study Programs

    / / Printed Materials / / Audio Tape / / Video Tape / CD

    / / Computer-based / / Internet / / Others

    ___________

    Programs

    and/or

    Materials

    Offered /Provided

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    Who is responsible for developing the programs/materials?

    / / Human resources

    / / Education and Training group

    / / Program Committee

    / / Other (please specify) ________________________________________________________

    If offered in multiple locations or by different instructors, briefly describe how you ensured

    that the program/materials met the required quality of instruction.

    Provide an update on the criteria that you utilized to ensure that instructors/material

    developers are:1. Competent on the subject matter

    2. Presenting information based on updated principles and current information.

    3. Knowledgeable and skilled in instructional methods appropriate for CPAs.

    4. Utilizing instructional methods appropriate to meet the learning outcomes including a

    variety of learning experiences.

    CPE Instructors

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    We attest that we have answered the questions accurately and

    truthfully to the best of our knowledge. We acknowledge that the

    CPE programs / materials provided are beyond the basic preparationrequired for reaccreditation. We also accept that the Reaccreditation

    fees are nonrefundable.

    If awarded CPE accredited status, we acknowledge that it does not

    constitute endorsement by the CPE Council of a provider, program ormaterials. We will be responsible for the content and quality of any

    CPE program/material(s) provided under our assigned provider

    number.

    Providers President____________________________________________

    Signature ________________________________ Date _______________

    Certification

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    Official Receipt No. _________________ Date Paid _________

    Payment Received by ___________________________________Payments

    Reaccreditation Fee P10,000.00

    For PICPA Chapters P 6,000.00 Fee

    PICPA CPE Council

    Recommended for Reaccreditation

    Chair Signature Date

    Vice Chair Signature Date

    Recommendation

    Evaluated for completeness of documents by :

    PICPA CPE Council Members

    Name Signature Date

    Name Signature Date

    Name Signature Date

    Evaluators

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    EVALUATION CRITERIA

    Complete and timely submission of periodic report

    Compliance with requirement on pre-accreditation of program

    1 to 2 of subject areas* offered

    3 to 4 of subject areas* offered

    5 or more of subject areas* offered

    Scope of CPE ActivitiesWell-established program evaluation and feedback system

    Competence of instructors

    Instructional methodology

    Substance and currency of materials

    Design of program that meets educational needs of participants

    Quality and Currency of CPE Programs for the preceding period of accreditation

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    * Subject areas offered:

    Updates on PASs/PFRSs Updates on PSAs

    Taxation

    Professional Ethics Relevant Laws recently issued (SEC/BIR/PRC/etc.)

    Teacher Education

    Soft Skills/Other Topics

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    Self-Accreditation

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    Self-Accreditation Forms Self-Accreditation Application Summary Form 1

    (as top sheet) Self-Accreditation Application Form - Traditional

    Activities (TA) Form 1A

    Self-Accreditation Application Form - Graduate

    Program (GP) Form 1B

    Self-Accreditation Application Form - Self StudyPrograms (SS) Form 1C

    Self-Accreditation Application Form - Authorship

    (Au) Form 1D

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    Family Name First Name Middle Name

    Address

    Telephone No. Fax No. E-mail

    Professional ID No. Date Issued

    Applicants

    Information

    PRC CPE COUNCIL FOR ACCOUNTANCY

    PICPA CPE COUNCIL

    Self-Accreditation Application Summary

    Form (1)

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    Self-Accreditation Fee (SAF) P1,000.00

    Research Evaluation Fee

    [from non-refereed journals] (REF) P1,500.00

    Book Evaluation Fee (BEF) P6,000.00

    Fees

    Nature of CPE Activities Applied CPE Units Claimed

    Traditional Activities (TA) [Form 1A]Graduate Program (GP) [Form 1B]

    Self-Study (SS) [Form 1C]

    Authorship (AU) [Form 1D]

    Total CPE Credit Units Claimed

    Accreditations

    Applied

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    PICPA CPE Council

    Recommended CPE Units _______________________ (____)

    Chair Signature Date

    Vice Chair Signature Date

    Recommendation

    SAF Official Receipt No. Date Paid

    REF Official Receipt No. Date PaidBEF Official Receipt No. Date Paid

    Payment Received by

    Payments

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    1. Accomplish this application form in three (3) copies and

    submit to PICPA CPE Council through the PICPA ChapterPresident or Vice-President for Professional Development

    in your area together with the documentary requirements

    and the accreditation fee in the form of check payable to

    PICPA or a bank validated deposit slip under PICPAs

    Savings Account at Union Bank with Account Number10084006969-1.

    2. For inquiries, you may contact the PICPA CPE Secretariat

    c/o Beth Paguio / Edel Caada at Tel. No. +63 2 723 5467.

    Instructions

    PRC CPE COUNCIL FOR

    ACCOUNTANCY

    PICPA CPE COUNCIL

    Self-Accreditation Application Form (1A)Traditional Activities

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    Family Name First Name Middle Name

    Address

    Telephone No. Fax No. E-mail

    Professional ID No. Date Issued

    Date last renewed Expiry Date

    Current Employment:

    Company Name

    Company Address

    Position

    Company Telephone No. Company Fax No.

    Applicants

    Information

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    For Public Practice For Education

    Updates on Philippine Financial

    Reporting Standards (PFRSs)Updates on Philippine Standards

    on Auditing (PSAs)

    Taxation

    Professional Ethics

    Relevant laws recently issued affecting

    business including recent SEC rulings,

    or other subject areas relevant to the

    practice of accountancy or as provided

    for in the IRR to R.A. 9298 Annex C

    Updates on subject area of specialization

    Updates on subject areas relevant to teacher educationTotal No. of CPE Credit Units Claimed

    CPE Credit

    Units Claimed

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    1. Machine copy of the detailed and timed agenda

    2. Machine copy of the programme

    3. Machine copy of the Certificate of Attendance/Participation4. Brief Profile / Resume of the Resource Speaker/s

    5. If applicable, Certification from local PICPA Chapter of the

    existence of the CPE Provider.

    6. Machine copy of Certificate of Completion & Summary of Learning

    Experience / Brief Description of Training Program (For

    Scholarships/Advanced Training)

    7. Proof of Invitation and/or Machine copy of Certificate of

    Appearance & Summary of Learning Experience (For

    Study/Observation Tour & Research Conferences)

    8. Machine copy of Memorandum of Agreement (For Professorial Chair)

    9. Certification from Standard-setting body (For Meetings with

    Standard-setting Bodies)

    Documentary

    Requirements

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    1. Form 1A should be attached to the Self-Accreditation ApplicationForm 1 upon submission to the PICPA CPE Council.

    2. The PICPA CPE Council reserves the right to request for additional

    information or documents to further validate your application.

    Note:

    I attest that I have answered the questions accurately and truthfully to

    the best of my knowledge. I acknowledge that the CPE program

    materials provided are beyond the basic preparation required foraccreditation. I also accept that the Accreditation fees are

    nonrefundable.

    If awarded CPE accreditation, I acknowledge that it does not constitute

    endorsement by the CPE Council of a provider, program or materials.

    Printed Name ___________________________________________________

    Signature Date

    Certification

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    PICPA CPE Council

    Recommended CPE Units _______________________ (____)

    Chair Signature Date

    Vice Chair Signature Date

    Recommendation

    Evaluated for completeness of documents by:

    PICPA CPE Council Members

    Name Signature Date

    Name Signature Date

    Name Signature Date

    Evaluators