IS.5:4.3 - Make transfer a performed receiving connection

Transfer only the contribution whose provider or conditions must change. Recover what the successor needs to recognize, obtain, do, judge and return. Include important exceptions, unfinished cases and the basis of the current qualification. A folder of materials is useful when it actually supplies those needs; its delivery alone is not a transfer of practice.

Have the proposed successor perform or supply a representative contribution under the intended conditions, using an already adequate demonstration where available. Let the real receiver use that result. For a source-review service, the question is not whether the successor can repeat the old expert’s explanation, but whether it can obtain the relevant source, make the required comparison and return an interpretable judgement in time.

Identify any continuing dependence on the old provider. A planned overlap can be appropriate; indefinite hidden rescue cannot count as completed transfer. If the successor needs learning, use HCD for the specific acquisition. If it needs permission, staffing, workload protection or access, obtain those conditions through the responsible organization or provider. Training cannot confer authority or create an absent historical record.

Agree what happens to late questions from earlier work. Keep the previous provider’s obligation only where it still exists and can be performed; otherwise obtain an actual successor or a legitimate disposition. OCE.11 supplies coexistence and exit from temporary arrangements when this is part of organizational change. Use its full result rather than reconstructing an informal second transfer process.