NACAC Calls for Better Transfer Practices

Sep 19, 2017

Changes from NACAC GAO Articulated transfer agreements

Last week, the National Association for College Admission Counseling (NACAC) adopted a new Code of Ethics and Professional Practices for (the) College Admission Profession. The 15-page document included some bold statements that impact schools’ obligations to transfer students and was unanimously approved by the NACAC Assembly at the 73rd National Conference in Boston.

The Code “provides clear ethical principles, as well as procedures for implementing and monitoring them” for college counselors and admission professionals. “It protects students from unethical recruitment practices and shields institutions from unfair competition.”

More than just a set of guidelines, NACAC members agree to follow the Code. “NACAC is known for its role as a trusted source of ethics within the college admission process, and the new code is unique in that it includes our mandatory practices as well as potential penalties if individuals or institutions don’t observe these standards,” said Joyce Smith, NACAC CEO.

The portions of the document most relevant to transfer are as follows:

Colleges will publish up-to-date lists of the institutions with which they have articulated transfer agreements, including which courses and credits transfer and the minimum course grade that is acceptable for transfer.

Before transfer candidates are required to submit an enrollment deposit or other commitment to enroll, colleges will provide them with an evaluation of their prior college-level credits that is a good faith estimate of how those credits will be applied toward their graduation requirements. An online articulated transfer agreement will meet this requirement.

As a company, we have obviously been strong supporters of transparency in transfer for more than a decade. It is our hope that NACAC members turn to resources like TES and Transferology to help them comply with these new requirements.

The NACAC Code of Ethics was last updated in 2007; this update is effective immediately. The timing of the Code is interesting in that it follows on the heels of the August GAO (U.S. Government Accountability Office) report about transfer and credit loss: Students Need More Information to Help Reduce Challenges in Transferring College Credits. The GAO’s findings are a bit disappointing for those of us who have been watching transfer since the 1990s; the numbers look eerily familiar. The GAO estimates that:

  • 35 percent of college students transferred to a new school at least once from 2004 to 2009
  • 62 percent of these transfers were between public schools
  • Students lost, on average, 43 percent of their credits

Now, 2009 was a long time ago in “transfer years.” In some ways the GAO study was woefully out of date the minute it dropped. A lot has changed in the technology of transfer solutions since the late 2000s. TES was first introduced early in 2005 as a beta, but its adoption rate increased dramatically from 2008 forward. (Most institutions were still doing it “the hard way” before 2010, utilizing PDFs and email or even paper forms and campus mail.) Transferology, a reimagining of the old Course Applicability System (CAS), was introduced just over three years ago. We can hope that the next study by the GAO shows more improvement in the area of preventing credit loss with better advising, both in person and via electronic means as institutions have learned to value their transfer student responses more highly.


NACAC Press Release:–publications/newsroom/nacac-assembly-adopts-new-code-of-ethics-and-professional-practices-for-college-admission-profession/

NACAC Code of Ethics:

GAO Report:

Cuppa GAO: Coffee with the Experts (recorded live Q&A):

Introducing TES 4.0, Office Hours, and Basic Certification

Sep 14, 2017

Mark your calendar for these TES updates and support events!

TES 4.0

On September 29th we will be rolling out TES 4.0. If you’ve logged into TES recently you may have already seen the notice inviting you to preview the new website at Please note that using the beta site will impact your live data. But feel free to poke around to get comfortable before the switchover!

TES is a great product; at least that’s what you tell us! For this reason, we have done our best with the 4.0 re-write to keep navigation as consistent as possible with the interface that you already know and love. The modern platform of tools used to create TES 4.0, however, comes with a number of immediate benefits (highlighted below) and sets the stage for more quickly and easily adding enhancements in the future!

Highlights of the TES 4.0 release include:

  • Sortable and Paginated Grids
  • Multi-Edition EQs and Evaluation Tasks
  • Mobile-friendly, updated user interface
  • Simplified navigation with modal data entry popups

Register for one of these webinars to learn about updates and enhancements prior to the release.

TES® 4.0: Our newest release of the popular Transfer Evaluation System by CollegeSource
Monday, September 25 — 1:00pm – 2:00pm EDT → Register
Tuesday, September 26 — 1:00pm – 2:00pm EDT → Register
Wednesday, September 27 — 3:00pm – 4:00pm EDT → Register
Thursday, September 28 — 11:00am – 12:00pm EDT → Register

Office Hours

Last month we told you about our ongoing support transformation, including changes to webinar and certification offerings. So we’re excited to share a brand-new training session we’re calling Office Hours. Each week we will hold an open session where you can bring your own questions. Stop in to discuss any TES-related topics or questions, and we’ll answer what we can in the session. This more customized and focused training will be limited to the 1-hour time slot, and questions answered on a first come, first served basis. You are also welcome to just listen in to what others are asking.

Topics may include (but are not limited to):

  • The TES Administrator Role – user management, usage statistics, evaluation workflow defaults, Public View management, course tags and outlines, etc.
  • Equivalency Manager – creating, editing, storing, grouping, retrieving, and sharing college-to-college transfer credit equivalencies.
  • The Equivalency Batch Editor – searching for equivalencies, batch editing, using the Health Check Reports to ease maintenance.
  • The Evaluation Tracker Workflow – creating, completing, and re-assigning evaluations, monitoring and auditing.
  • Reports – course list report, course change explorer, equivalency explorer, etc.
  • User-Added Courses – custom courses added by users for creating catch-all equivalencies: elective credit, non-transferable courses, remedial work, etc.
  • Groups and Group Reports – create transfer guides, transfer-related requirements, and other documents for your staff or Public View.
  • Import/Export – file layout for imports, export options and parameters.
  • The Public View – publish your equivalencies for prospective transfer students, configure your Public View page.

Office Hours begin October 3 and are open for registration now. When you register, let us know what questions you have so that we can hit the ground running!

TES Basic Certification

Another exciting announcement is the launch of TES Basic Certification. This is an intensive online workshop held over two half-days, with hands-on instruction and exercises to complete. Those who complete the course will be awarded official TES Basic certification status. The courses will be offered once each month, to start, and space is limited to 15 people. The first TES Certification course will be held in late October, so be on the lookout for registration information to be posted on TES and in the next monthly newsletter.


With so many exciting changes on the way, it’s especially important that we hear from you. Whether you’re utilizing our support website, training webinars or working through the certification courses, please make sure to let us know about you’re experience.