Master Assessment Guide
Table of Content
Table of Content ............................................................................................................... 1
Introduction ..................................................................................................................... 3
1.
2.
About this Assessment Guide ..................................................................................................... 3
1.1
Alignment ............................................................................................................................ 3
1.2
Assessment Guide ............................................................................................................... 4
1.3
Assessment Instrument ...................................................................................................... 4
1.4
Assessment Principles ......................................................................................................... 5
1.5
Assessment Review ............................................................................................................. 6
Assessment Strategy ................................................................................................................... 6
2.1
3.
Assessment Activities and Methods ................................................................................... 6
Portfolio of Evidence ................................................................................................................... 6
3.2
Portfolio of Evidence Requirements ................................................................................... 7
Assessment Planning and Preparation .............................................................................. 9
1.
Assessment Plan ......................................................................................................................... 9
1.2
2.
Assessment Activities Checklist .......................................................................................... 9
Assessment Preparation ........................................................................................................... 10
Assessor Review Document .............................................................................................................. 11
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Copy Right
This document was created for Services SETA on behalf of the Services SETA ETQA
Department, and applies to all Chamber appointed services providers developing curriculum
and learning materials.
Services SETA holds copyright on this document and it may not be reproduced in any form
without permission, except for the purposes of Services SETA curriculum development.
Please contact Services SETA ETQA Department if you are in any doubt about what may or
may not be copied and/or reproduced.
This tool is only for use by contracted Learning Programme Designers and Material
Developers across all Services SETA chambers and qualifications.
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Introduction
1.
About this Assessment Guide
1.1
Alignment
The purpose of this guide is to provide the Assessor with guidelines on the assessment of the
Portfolio of Evidence submitted by the candidate for assessment purposes.
Tip:
This Assessment Guide will provide the assessment strategy, planning and
preparation that the assessor must complete before attempting the assessments
in this qualification.
This Guide acts as generic overview to the whole qualification. There are (enter
quantity) Assessment Recording Tools that is used for the actual assessment and
recording of evidence.
This Assessment Guide must be read in conjunction with the Services SETA FETC/NC (delete not
applicable (enter title) programme material, which is based on the following unit standards:
SAQA
ID
(us nr)
Unit Standard Title
(enter title)
Level
(enter
level)
Credit
Notes
(enter
(compulsory/
credits) elective)
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1.2
Assessment Guide
Tip:
The assessment guide follows the generic assessment process as outlined in the
generic unit standard 115753 “Conduct outcomes based assessment”.
The guide therefore contains the following documents for the assessor to complete in the process of
assessment:
1.
2.
3.
4.
Instructions to Assessment Recording Tools & Re-assessment
Assessment Strategy
Assessment Plan & Preparation
Assessment Review
Portfolio Checklist:
Please refer to the Portfolio Workbook – a Portfolio Checklist is included that
must be completed by the assessor as a quality assurance tool.
This tool is critical for moderation, and must be completed with care.
1.3
Assessment Instrument
The purpose of this Guide is to record the learners’ progress and level of competence in a reliable,
standardized manner to assist in consistency of assessment across all the learning units of the
FETC/NC (delete not applicable) (insert title) qualification, regardless of the diversity of assessors
using the guide, or candidate backgrounds.
S/O
Alignment
Alignment
US
Portfolio
Question
The method of evidence recording that is used for all assessment activities are as follows:
Assessment Item
As per Portfolio
Workbook
Feedback
Record assessment
comments – if evidence
does not meet
requirements, please
indicate corrective action
required
1st sub
2nd
sub
3rd sub
Tick if
evidence
meets / does
not meet
requirements
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Tip:
Evidence of remediation required, re-submission and re-assessment must be
indicated in the columns provided (2nd Sub or 3rd Sub), and feedback on reassessment provided in the appropriate colour.
Key:
Clearly meets all the criteria

Meets some but not all criteria

Clearly does not meet any criteria

The assessor will use these symbols to indicate whether the evidence meets the criteria.
1.4
Assessment Principles
It is necessary to ensure that the principles of assessment are applied in all assessments conducted.
The y are:
No.
Principles
1.
Fair
2.
Systematic
3.
Appropriate
4.
Manageable
5.
Time efficient
Open
6.
7.
Consistent
Description
The method chosen to assess the achievements must be fair and
must not present any barriers that are not related to the
evidence.
The assessment must be planned and recorded to ensure that the
assessment is fair.
The method of assessment is suited for the performance being
assessed.
The methods used must be accessible, cost-effective and must not
interfere with the learning.
Ensure that the assessment does not interfere with the normal
daily activities or productivity of the candidate.
The candidate must contribute to the planning and collecting of
evidence. The candidate must understand the assessment
process and the criteria used.
The same assessor must make the same judgement under the
same or similar circumstances.
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1.5
Assessment Review
The Assessment Review document is located at the end of this guide. The Assessment Review is
conducted as a block review for the group of learners being assessed by the Assessor. For alignment
purposes the review includes a summary of Learner details and results so ensure alignment between
the completed block of assessments and the review conducted. Assessment difficulties with
individual learners must be noted in the Learner Special Needs area.
2.
Assessment Strategy
2.1
Assessment Activities and Methods
(Refer to Annexure A in this document- point 1 and select the assessment strategy template
relevant to your programme and insert here)
Portfolio Activity:
From the above, it is evident that the candidate is required to complete (insert
quantity) areas of evidence for this Learning Unit:
3.

(insert evidence area e.g. Knowledge Assignment)

(Practical)
Portfolio of Evidence
Learning Unit (insert nr): (insert LU title)
ELO
1. (insert ELO)
US Type
(insert type)
(insert type)
NLRD
(insert
nr)
(insert
nr)
US Title
(insert title)
(insert title)
TOTAL CREDIT VALUE
Level
Level
(X)
Level
(X)
Credits
(nr)
(nr)
(total)
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Learning Unit (insert nr): (insert LU title)
ELO
2. (insert ELO)
US Type
(insert type)
(insert type)
NLRD
(insert
nr)
(insert
nr)
US Title
Level
Level
(X)
Level
(X)
(insert title)
(insert title)
TOTAL CREDIT VALUE
Credits
(nr)
(nr)
(total)
(ADD ADDITIONAL LINES WHERE NECESSARY)
3.2
Portfolio of Evidence Requirements
Portfolio Activity:
Refer to the Portfolio Workbook Guide per Learning Unit for the assessment
activities related to each of the Learning Units.
“Good” evidence is, as per the SAQA requirements:
No.
Principles
1.
Valid
2.
Authentic
3.
Current
4.
Sufficient
Description
The assessment must be valid in the sense that it must fit the
purpose.
The evidence that the candidate submits must be conducted by
the candidate him/herself, in a real-life work environment, or
acceptably simulated environment to the satisfaction of the
assessor, and must bear the signature of the candidate parties
involved.
The evidence that is gathered must be a current and applicable.
The evidence must cover all the criteria that have been
established and the performance of the candidate must be at the
required standard. Thus, there must be sufficient to have enough
evidence.
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Tip:
Refer to the next section for the Portfolio Checklist that must be completed by
the assessor in preparation for the assessment. The Portfolio Checklist will
assist you in determining whether all the assessment activities and related
documentation has been included in the candidate portfolio of evidence.
You are now ready to start with your assessment –
GOOD LUCK!!
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Assessment Planning and Preparation
1.
Assessment Plan
Learning Unit
(insert programme name and ID) - Learning Unit (insert LU nr)
Level
NQF (insert level)
Purpose of
Assessment
The purpose of this assessment is to determine the foundational, practical and
reflexive competence of the candidate on the requirements of the unit standard
stated above.
Credits
(insert credits)
(insert assessment approach details)
Assessment
Approach
Special
Assessment
Requirements
(insert requirements – e.g. equipment needed etc.)
Special Needs of
Candidate
(Special needs related to the candidate to be recorded here)
Assessment
Allocation
Assessor Learning Unit (X):
Assessor Learning Unit (X):
Assessor Learning Unit (X):
Context of Assessment
1.2
Assessment Activities Checklist
Instrument
Due Date
Received
Assessment
Time frame
Assessment
Completed
(insert instruments e.g.
Knowledge)
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TOTAL ASSESSMENT TIME: (insert number)hours
2.
Assessment Preparation
Candidates are prepared during the delivery of each Learning Units’ contact time. All the activities
required for the assessment is described in the Portfolio Guide.
Tip:
Learners sign declarations that they were prepared, and include in the
submission of their Portfolios of Evidence.
Check each Portfolio of Evidence to see if the required documentation has been
included. A Portfolio Checklist is provided below.
Act
Preparation Activity
Assessor
√/X
Comments
Candidate
1.
Candidate information sheet evident.
2.
Declaration of Learner Preparation and Authenticity
evident – signed and dated.
3.
Candidate copy of ID and CV evident.
4.
Portfolio of Evidence Checklist completed.
Assessor
3
Assessor has reviewed the unit standards, assessment
strategy and instruments.
4
Assessor has identified the necessary equipment,
resources and venues for the assessment.
Context
6
All role players required in the assessment have been
notified.
7
The logistical arrangements for practical activities and
workplace evidence have been completed.
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Please complete this
review document to
enable us to finalise the
assessment process
Assessor Review Document
Programme Name and ID
Date of Review
1ST SUB
2ND SUB
3RD SUB
1ST SUB
Assessor
Moderator
Assessor Registration ID
Moderator Registration ID
Organisation
Organisation
Date
Date
2ND SUB
3RD SUB
LEARNER DETAILS
NO.
Name and Surname
ID Number
Result
C
NYC
Comments /Special Needs
1
2
3
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NO.
Name and Surname
ID Number
Result
C
NYC
Comments /Special Needs
4
5
6
7
8
9
10
11
12
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14
THE ASSESSMENT PROCESS
1ST SUB
2ND SUB
3RD SUB
1.
The assessment process was transparent, in that the candidates
were allowed to provide input to the accumulation of evidence.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
2.
The assessment process was transparent in that the candidates had  Agree
a clear understanding of the evidence requirements and the criteria  Disagree
against which the evidence would be judged.
 Agree
 Disagree
 Agree
 Disagree
3.
The assessment process is systematic and mirrored the candidates
natural work environment.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
4.
The assessment instruments were clear and easily understood by
the assessor.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
THE ASSESSMENT PROCESS
5.
1ST SUB
The assessor confirms being able to make the same judgements
again, in similar circumstances.
THE ASSESSMENT EVIDENCE
6.
 Agree
 Disagree
1ST SUB
The evidence requirements are relevant to the unit standards.
 Agree
 Disagree
2ND SUB
 Agree
 Disagree
3RD SUB
ACTION/COMMENT
 Agree
 Disagree
2ND SUB
 Agree
 Disagree
ACTION/COMMENT
3RD SUB
ACTION/COMMENT
 Agree
 Disagree
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7.
The evidence identified for this portfolio is sufficient in the context
of the unit standard and the assessor is confident that the
candidates can repeat the performance consistently in the future.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
8.
The evidence produced by the candidates can be verified as being
authentic.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
9.
The evidence is sufficient to prove that the candidates can perform
the outcomes at the time when the assessor declared them
competent.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
THE ASSESSMENT EVIDENCE
1ST SUB
2ND SUB
3RD SUB
10
The assessment methods are suitable for the outcomes being
assessed.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
11.
The assessment does not present any barriers for the candidates.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
12.
All special needs have catered for and considered during the
assessment.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
13.
The assessment instruments were manageable and user friendly.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
14.
Evidence collected is integrated into work, ie it mirrors the
candidates natural work environment and is not fabricated
evidence.
 Agree
 Disagree
 Agree
 Disagree
 Agree
 Disagree
ACTION/COMMENT
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Please provide any further
comments that could assist us
in improving our assessment
practices.
Declaration by Assessor
Assessor
Date
Moderator
Date
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