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Appendix 1: Readiness Checklist for a New Receiving Institution

NECESSARY

Institutional rules and policies

Develop and publish institutional transfer credit policies, as needed

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

Responsibility

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

Identify contact person in each academic department who will assess requests

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

Timeliness

Determine institutional service standards and set up a reminder procedure

Consistency

Develop a precedent and tracking database for assessments and articulation agreements

Review How to Articulate Handbook to ensure general compliance

Review Best Practice Guide for Receiving Institutions

Provide training for course assessors

Provide training for student advisers

Provide training for admission staff

Implementation

Request that BCCAT change institution's role in TCES to both send and receive

Prioritize existing courses at sending institutions

DESIRABLE

Single accessible data source

Record transfer credit agreements and other transfer credit assessments in the SIS

Efficiency

Utilize the automated functionality of the SIS to award articulated and other commonly-encountered transfer credit

Import frequently-encountered transcripts electronically

Appeal

Establish an appeal process

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