Please Note:  The content of this guide has been updated and incorporated into the 2018 version of the How to Articulate Handbook. 

Please click here for the most current edition.

Appendix 1: Readiness Checklist for Receivers


Institutional rules and policies

  • Develop and publish institutional transfer credit policies, as needed

  • Determine how transfer credit is to be recorded, by whom, and for which categories of student


  • Identify ICP for receiving, and set up access to a secure TCES account

  • Identify contact person in each academic department who will receive requests and direct them to the appropriate evaluator

  • Identify who will be responsible for assessing courses beyond the institution's range of curriculum


  • Determine institutional service standards, and set up a reminder procedure for evaluation requests that are not returned in a timely fashion


  • Develop a precedent and tracking database for assessments and articulation agreements

  • Review How to Articulate to ensure the institution is fulfilling its responsibilities as a member of the BC Transfer System and its responsibilities in facilitating the articulation process

  • Review the Receiver's Guide for specific suggestions on effectively fulfilling the role of a receiving institution

  • Provide training for course evaluators

  • Provide training for advising staff

  • Provide training for admission staff



  • Utilize automation to award articulated and other commonly-encountered transfer credit

  • Import transcripts electronically whenever possible


  • Establish an internal appeal process to resolve disputes over transfer credit decisions