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 2: List of Recommendations for Receivers

Addressing Challenges

  • Have a well-developed, published, and publicized transfer credit policy

  • Assess new students for transfer credit at the time of admission

  • Have a timely and transparent process for adjudicating transfer credit appeals

  • Clearly show students how transfer credit is determined and how decisions can be appealed

  • Clearly show students how transfer credit applies to the student's desired credential

  • Allow students to compare progress towards different academic outcomes

  • Audit transfer credit early in the student's career

  • Refuse Letters of Permission only in justifiable situations

  • Apply transfer credit policies or agreements in a consistent fashion, and clearly explains situations when exceptions will apply

Assessing Transfer and Articulation Requests

  • Establish policy and clear role responsibilities to guide the transfer articulation process

  • Direct articulation requests to faculty members for assessment, except in exceptional circumstances

  • Ensure that faculty members involved in assessment attend articulation committee meetings

  • Have a pre-defined process for assessing transfer credit requests involving courses outside the institution's curriculum

Case-by-Case Assessment

  • Maintain a single database including both formal articulation agreements and case-by-case evaluations

  • Honour the agreements listed in the BC Transfer Guide if a discrepancy arises between the BC Transfer Guide and the institution's own records of transfer credit awards

  • Establish conditions under which previous decisions on transfer credit for a course are used as precedents, if there is no formal articulation agreement for a course

  • Use similar evaluation processes for formal articulation and for case-by-case assessment

  • Include a link to the BC Transfer Guide if there is public on-line access to the internal transfer credit database


  • Ensure student information system is capable of consuming XML

  • Develop processes for processing transfer credit

  • Contact BCCAT if interested in receiving access to the BC Transfer Guide web service


  • Provide appropriate training for coordinators, evaluators, and administrators to ensure consistency and efficiency

  • Provide opportunities for ongoing training and frequent communication among evaluators, advisors, and admissions staff

Managing Articulation Requests 

  • Pay close attention to the effective dates of articulation agreements

  • Monitor the institution's curriculum for proposed or actual changes that could potentially affect transfer credit agreements

  • Do not change transfer credit retroactively unless the change benefits all students

  • Assign priorities for evaluation to incoming requests for articulation

  • When appropriate, use existing transfer agreements to establish articulation agreements

  • Determine a strategy for managing articulation requests (e.g., when or how to select the requests that will be articulated) to best meet the institution's needs


  • Complete articulation requests within a reasonable length of time

  • Set up processes to ensure that requests are managed as efficiently as possible

  • Notify sending institution if a request received through the TCES will not be processed