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TITLE 22EXAMINING BOARDS
PART 22TEXAS STATE BOARD OF PUBLIC ACCOUNTANCY
CHAPTER 523CONTINUING PROFESSIONAL EDUCATION
SUBCHAPTER DSTANDARDS FOR CONTINUING PROFESSIONAL EDUCATION PROGRAMS AND RULES FOR SPONSORS
RULE §523.143Sponsor's Record

(a) In order to support the reports required of participants, the sponsor of group live, or self-study, nano, or blended programs shall retain the following records:

  (1) record of participation, e.g., sign-in sheet reflecting the CPE credits earned by each participant including those who arrive late or leave early;

  (2) course program, including electronic media, as required by §523.140(b) of this chapter (relating to Program Standards);

  (3) all promotional materials, including date(s) and location;

  (4) instructor's resume or biography;

  (5) evaluation of program as directed in §523.141(b) of this chapter (relating to Evaluation);

  (6) pre-test data for self-study courses; and

  (7) all final exams completed by participants for self-study courses.

(b) Documentation shall be retained for five years from the date the program is completed.


Source Note: The provisions of this §523.143 adopted to be effective April 7, 2004, 29 TexReg 3482; amended to be effective August 12, 2007, 32 TexReg 4764; amended to be effective February 17, 2008, 33 TexReg 1116; amended to be effective June 11, 2008, 33 TexReg 4505; amended to be effective December 3, 2008, 33 TexReg 9693; amended to be effective August 12, 2009, 34 TexReg 5377; amended to be effective February 6, 2013, 38 TexReg 506; amended to be effective March 29, 2017, 42 TexReg 1447

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