From what I understand, Taking Refuge must be in the presence of a qualified teacher and/or at least five ordained Sangha members.
In Dzogchen, I believe that Receiving Transmission or the Pointing Out Instructions of the Direct Introduction to the Nature of Mind, automatically includes Refuge.
There are at least four levels of Refuge as well:
Outer: Buddha, Dharma, and Sangha
Inner: Guru, Yidam, and Dakini
Secret: Bindu/Thig-le, Prana/rLung, and Nadi/rTsa
Ultimate or Innermost-Secret: Dharmakaya, Sambhogakaya, and Nirmanakaya
Without clairvoyance, we cannot work for other sentient beings - Khunu Lama
Suddenly you will know the different knowledge without study - Thog-'bebs
One may now accomplish the welfare and instruction of all sentient beings, spontaneously and without effort, by simply being, that is to say, by manifesting one's enlightened nature through spontaneously emanating an infinity of Nirmanakaya manifestations - Vajranatha