| 1 | Understand how legislation and organisational policies impact on the transfer of individuals between agencies and service. | 1.1 | List legislation that impacts on arrangements for referring or transferring individuals between services. |
| 1.2 | Identify how organisational policies influence transfer arrangements. |
| 2 | Apply agency and service procedures correctly in preparing people for and supervising them during transfer from one service to another | 2.1 | Obtain and utilise the necessary information about transfer arrangements. |
| 2.2 | Describe what information should be provided to meet the needs of individuals and others. |
| 2.3 | Prepare an individual for transfer in accordance with agency and service procedures. |
| 2.4 | Describe the roles and responsibilities of those involved in the transfer. |
| 2.5 | Identify the agencies requirements for support and monitoring of individuals. |
| 2.6 | Complete accurate records; store them as required and in accordance with confidentiality policies. |
| 2.7 | Plan arrangements necessary in order to monitor and review the individual’s adjustment to change. |
| 3 | Respect the rights of the individual and value diversity. | 3.1 | Identify the support and assistance which individuals will need to help them make the transfer. |
| 3.2 | Show how an individual’s culture and gender influence practice in preparing them for and supervising transfer arrangements. |
| 3.3 | Demonstrate how principles of equality, diversity and anti-discriminatory practice have been considered and applied in the course of a transfer. |
| 3.4 | Demonstrate how individuals and relevant people can be encouraged to seek information and express their views during the process of preparing for a transfer. |
| 4 | Use communication skills effectively in working with individuals and the agencies and services to which they are being transferred. | 4.1 | Explain the arrangements and reasons for a transfer clearly to individuals and others who might be involved. |
| 4.2 | Provide clear and accurate information about the support that will be provided and how people should seek further support should they need it. |
| 4.3 | Demonstrate how to provide support to individuals including situations where they may be distressed, anxious or angry. |
| 4.4 | Identify any disagreements that arise and negotiate with those involved. |
| 4.5 | Demonstrate how communication should be adapted to meet the needs of individuals and the requirements of different agencies. |