Best Practices: Block Transfer

Find guidance on block transfer and credential laddering practices.

Block Transfer Flow Chart

Introduction:

Section A: Early Termination

Section B: Renew an Agreement

Section C: New Agreement

Section D: Updating or Creating the Transfer Agreement/Memorandum of Understanding (MOU)

Section E: Record in Transfer Alberta and Internal Database

Section A: Early Termination

When a Post-Secondary Institution (PSI) decides to terminate a transfer agreement/MOU early. This may be the result of:

  • Program availability changes
  • Program content changes
  • Regulatory changes
  • Industry changes
  • Or other factors

Step 1. Communicate the decision to the Partner PSI. Proceed to Section E.

Section B: Renew an Agreement

When a transfer agreement/MOU is set to expire, and your institution would like to renew it.

Step 1. Contact the Partner PSI and confirm if they would also like to renew.

  • If NO, the transfer agreement/MOU is not renewed. Proceed to Section E and update record with End Date.
  • If YES proceed to Step 2.

Step 2. Review any program changes between both institutions. After the review is complete, do both PSIs still want to proceed with the renewal?

  • If YES, proceed thru Section D.
  • If NO, the transfer agreement/MOU is not renewed. Proceed to Section E.

Section C: Create a New Agreement

When the opportunity for a new transfer agreement/MOU is identified.

Step 1. Complete an initial overview of the program at the other PSI.

Step 2. If the program looks to be a good fit, contact the partner PSI and ask if they are interested in creating a transfer agreement/MOU with your institution.

  • If YES, proceed to Section D.
  • If NO, the process ends here. No transfer agreement/MOU is created with Transfer Alberta. A record of the decision would only be recorded in any internal institutional databases.

Section D: Updating or Creating the Transfer Agreement/MOU

Your institution and the Partner PSI have agreed to:

  • renew an existing transfer agreement/MOU, or
  • create a new transfer agreement/MOU.

Step 1. Map out what the pathway will look like between the two institutions.

This may include:

  • What courses need to be completed by the student
  • What program needs to be completed by the student
  • What program the student will be admitted into
  • When the transfer agreement/MOU will take effect
  • Other program-specific conditions the student needs to meet

Step 2. Send a draft of the transfer agreement/MOU to the other PSI.

Step 3. After reviewing any changes proposed by the Partner PSI, finalize the transfer agreement/MOU and send it to the Partner PSI. Proceed to Section E

Section E: Record in Transfer Alberta and Internal Database

Record approved or denied decisions in applicable internal institutional databases.

Record ONLY approved/updated decisions in Transfer Alberta/LPS.