TECHNICAL EDUCATION AND SKILLS

DEVELOPMENT AUTHORITY

STEPS
IN CONDUCTING
COMPETENCY
ASSESSMENT
 STEPS
In Conducting Competency Assessment

The contents of this document are adapted from the Procedures Manual on
Competency Assessment (Item 6.3.2 of TESDA-SOP-CO-07).

The Competency Assessor shall:

1. Wear the prescribed Competency Assessor’s ID

2. Ensure that the assessment shall be conducted in accordance
with the methodology and procedures set by TESDA
3. Comply with the Steps in Conducting Competency Assessment
(Item Nos. 6.2.3.1, 6.2.3.2 and 6.2.3.3)

PRE-ASSESSMENT
PARTICULARS MATERIALS/RESOURCES
STEP 1- Establish the Assessment Context and Purpose of Assessment
The Assessor
1. Review the Qualification or Units of  Training Regulations
Competency to be assessed  Assessor’s Guide
2. Ensure that the environment in which the  Assessor’s Guide
assessment activity shall take place. This
includes:
 Physical setting
 Materials
 Purpose of assessment
 Employment status of candidate
3. Ensure that the following assessment  Assessor’s Guide
resources are available:
a. Complete set of safe and functional
equipment and tools
b. Complete set of supplies and materials
c. Personal protective equipment, when
applicable
STEP 2- Plan and Prepare the Evidence Gathering Process
1. Receive assessment package composed of the  Competency Assessment
following from the TESDA representative: Tools (CATs)
a. One copy of Assessor’s Guide
b. Copies of Specific Instruction to the
Candidate, CARS and Rating Sheet
corresponding to the number of
candidates to be assessed

 Accomplished Application
2. Receive the accomplished Application Form
Form and Self-Assessment Guide form the  Accomplished Self-
AC Processing Officer Assessment Guide

STEPS in Conducting Competency Assessment 1

Competency Assessment Division
CERTIFICATION OFFICE
October 2015
STEP 3- Prepare the Candidate
In this Step, the Assessor shall use this Script  Assessor’s Guide

Greetings! (Good morning/Good afternoon)

I am ________________, an accredited
competency assessor in (mention the title of
the Qualification)

I would like to acknowledge the presence of our

TESDA Representative, _ (mention the name).

You do not have to worry about her/his presence.

She/He is here to oversee the conduct of
competency assessment and to check if the
conduct is in accordance with the prescribed
competency assessment methodologies and
procedures. She/He will not assess you.

At this point, you will do the following:

1. Collect the Admission Slip
 Attendance Sheet
2. Check the attendance and identity of your
candidates (You may request for a valid ID to
validate the identity of your candidate).
3. Instruct your candidates to sign on the
Attendance Sheet

After you have finished with the three activities, you

 Assessor’s Guide
shall Conduct Orientation to the candidates on the
following:

1. Context and purpose of assessment.

You will inform the candidate where the different
tasks will be performed, e.g., Demonstration of
skills, feedback, among others.

2. Qualification/ Units of competency to be

assessed
a. Inform the candidate of the Title of the
Qualification, e.g., Cookery NC II, Bread &
Pastry Production NC II, among others.
b. Enumerate the Units of Competency covered by
assessment.
Example: Bread & Pastry Production NC II
Core Units:
 Prepare & produce bakery products
 prepare & produce pastry products
 Prepare & present gateaux, tortes & cakes
 Prepare & display petits fours
 Present desserts

STEPS in Conducting Competency Assessment 2

Competency Assessment Division
CERTIFICATION OFFICE
October 2015
3. Tasks to be performed, time limits and
evidence to be collected
For example: Tasks
Bread making - 3 hours
Pastry making - 2 hours
Cake making – 3 hours
Petits fours making- 2.5 hours

4. Assessment procedures to be undertaken.

Example: Cake making will be
Demonstration with oral questioning

5. Needs to be considered during assessment

 Religious practices
 medication

6. Allowable/reasonable adjustments in the

assessment procedure.
Example, translating the Instruction to the
vernacular, among others

7. The DO’s and DON’Ts inside the Competency

Assessment Center.
Example: DO’s
 Follow the security policy & procedure
 Follow rules on use of facilities
Example: DON’Ts
 Using cellphone during assessment
 Leaving the premises of the AC without
informing the assessor or any staff
 Loitering in the premises

8. The rights and appeal system

Inform the candidate that in the event the he/she
is not satisfied of the result of assessment,
he/she can appeal in writing, addressed to the
AC Manager immediately after assessment (and
not several days after assessment)

9. Issuance and validity of the NC/COC

The NC/COC is issued by the Provincial Office
upon presentation of CARS. It has a validity
period of five (5) years.

10. Re-assessment procedures

A candidate for Full Qualification assessed as
NOT YET COMPETENT may apply for
reassessment anytime at his/her own
convenience. Reassessment shall only focused
on the specific areas not satisfactory achieved.
However, the candidate shall pay the full
assessment fee promulgated by the TESDA
Board.

STEPS in Conducting Competency Assessment 3

Competency Assessment Division
CERTIFICATION OFFICE
October 2015
DURING ASSESSMENT
STEP 4 – Collect the Evidence and Make the Assessment Decision
1. Provide the candidates with all materials, tools  Assessor’s Guide
and equipment required to complete the tasks.
2. Provide each candidate a copy of the Specific  Specific Instructions to the
Instructions to the Candidate Candidate
a. Provide time (5-10 minutes) for the
candidate to read this document
b. Ask questions for clarity of instruction
c. You may translate to the vernacular if
the candidate encounters difficulty in
understanding, since the instruction is in
the English language

3. Conduct assessment in accordance with the  Assessor’s Guide

methodologies specified in the Evidence Plan  Rating Sheet
and the Specific Instructions for the
Competency Assessor

4. Implement the evidence gathering process and

ensure its validity, reliability, fairness and
flexibility

5. Observe the candidate and keep notes of

unusual conditions or situation during the entire
conduct of assessment.

6. Collect appropriate evidence and match

compatibility to the elements, performance
criteria, range of variables and evidence guide
in the relevant units of competency.

7. Judge the evidence in terms of the four

dimensions of competency – task skills, task
management skills, contingency management
skills and job/ role environment skills.
8. Record on the Rating Sheet details of evidence
collected and judgment made about the
candidate’s performance

POST-ASSESSMENT
STEP 5 – Provide Feedback on the Assessment
Note: If the Assessor has established good rapport
with the candidate before and during the
assessment, it is easier to discuss performance.

After all the tasks have been completed by the

 Accomplished Rating
Candidate, the Assessor shall:
Sheet
1. Record the assessment outcome using the
STEPS in Conducting Competency Assessment 4
Competency Assessment Division
CERTIFICATION OFFICE
October 2015
 prescribed Rating Sheet

2. Review the assessment decision indicated in

the Rating Sheet against the evidence plan
before providing feedback

3. Accomplish CARS  CARS

a. Recommend issuance of NC/COC if
Candidate is found Competent
b. Recommend reassessment if
Candidate is found Not Yet
Competent. (The assessor must be
familiar with the Assessment and
Certification arrangement of the
Qualification)
4. Provide the Candidate feedback on the  Accomplished Rating
outcomes of the Assessment process. This Sheet
includes providing the candidate with:  Accomplished CARS
a. clear and constructive feedback on
the assessment decision
b. information on ways of overcoming
any identified gaps in competency
revealed by the assessment (if Not
Yet Competent)
c. the opportunity to discuss the
assessment process and outcome
d. information on reassessment
process, when required
e. information that successful
candidates may claim their NC/COC
at the TESDA PO within three (3)
working days after assessment
 Accomplished Rating Sheet
5. Ensure that the Rating Sheet and CARS are  Accomplished CARS
signed by the candidate after providing
feedback
 Accomplished & signed
6. Submits accomplished CARS to the AC CARS
Manager for signature together with the  Signed Rating Sheet
accomplished Rating Sheet
STEP 6- Recording and reporting the assessment results
After providing the Candidate feedback on the
result of assessment, the Assessor shall:

1. Review necessary assessment reports  Rating Sheets

a. Rating Sheets are signed by the
 Attendance Sheet
Candidates
b. Attendance Sheet is completely
accomplished
i. Signed by the Candidates
ii. With complete assessment
result
iii. Signed by the Assessor
STEPS in Conducting Competency Assessment 5
Competency Assessment Division
CERTIFICATION OFFICE
October 2015
2. Returns assessment-related documents to the 
TESDA Representative:
a. Assessor’s Guide
b. Specific Instruction to the Candidate
c. Attendance Sheet
Assessor’s Guide (1 copy)
 Specific Instruction to the
Candidate ( according to the
number of candidates
assessed)

3. Ensure that assessment results have been  Rating Sheets

recorded accurately. These shall be validated  CARS
from the Rating Sheets, CARS and Attendance  Attendance Sheet
Sheet

4. Sign Registry of Workers Assessed and  Rating Sheets

Certified (RWAC)  CARS
 Attendance Sheet
The Assessor should review and validate the
Assessment Result in the RWAC from the
Rating Sheet, CARS & Attendance Sheet
before signing the document. The RWAC is a
record that contains the documentation of the
results of assessment and as basis for national
certification.
NOTE. THE RWAC MUST BE SIGNED
WITHIN THE DAY. DO NOT LEAVE THE
ASSESSMENT CENTER WITHOUT SIGNING
THIS DOCUMENT!

5. Submit complete set of assessment

documents to the AC Manager  Application Form
a. Application Form  SAG
b. SAG  RWAC
c. RWAC

STEPS in Conducting Competency Assessment 6

Competency Assessment Division
CERTIFICATION OFFICE
October 2015