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| GENERIC ASSESSMENT GUIDES |
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In promoting the NQF and the notion of life long learning, staff
development and assessment against unit standards for current learning
as well as for the recognition of prior learning (RPL) are important in
all organisations whether large or small.
The banking and micro-finance sector recognises the need for cross-sectoral
assessment that is consistent and equitable. One of the aims when
developing the generic assessment tools was to mitigate the risks
associated with assessment by developing a standard approach, and to
allow all organisations access to the same standard of materials, and
potentially to reach similar standards of staff competence.
Using the template developed during the FAIS project as the agreed
format, the generic assessment guides available have been developed by
the sector for the use of the sector. The contribution made by all
participants is gratefully acknowledged here.
Providers and employers assessing employees against unit standards are
encouraged to use these generic tools but should note that a degree of
organisation-specific customisation may be required. Please send any
comments you may have about improving the assessment guides to either
Daphne (DaphneH@bankseta.org.za) or Caroline (CarolineK@bankseta.org.za).
Assessment should be administered by registered workplace assessors and
moderated by registered moderators in a controlled manner to ensure that
the assessment and certification of competence is reliable and valid,
and that accurate learner records are appropriately kept. All
assessments must take place in the manner prescribed by the rules
governing workplace assessment. A comprehensive guide to this effect is
available from the SAQA website:
www.saqa.org.za. Organisations can also
access information from the BANKSETA website:
www.bankseta.org.za.
Should assessment performance fall short of the organisation's
requirements, the learner should be able to repeat certain activities
until such time as competence is achieved. It is recommended that
learners should have access to support from both Subject Matter Experts
and Learning and Development Specialists in this process.
It is extremely important that learner records of assessment are kept.
These records are the responsibility of the organisation using the
materials. Learner records should be designed in such a manner that they
provides proof of achievement that satisfies the requirements of the
bank, training provider, BANKSETA and National Learner Record Database.
Organisations are required to lodge learner achievements with the
BANKSETA ETQA, who in turn submits the learner records to the National
Learner Record Database.
As more generic assessment guides are developed they will added to this
list. The assessment guides will be revised as and when the relevant
unit standards are reviewed and revised.
The 'model answers' will not form part of the package but can be
accessed by registered assessors and accredited providers via the
BANKSETA call centre. The call centre will require your ID before
supplying the information and will track all users of this service. You
can contact the call centre at 086102 0002.
Click here to access the learner tools.
Please read this document before using the material
All materials have been closely scrutinised for accuracy by Subject
Matter Experts and Learning and Development Specialists. There is thus
reason to believe that the products are of a high quality. Although all
persons who prepared these materials took reasonable care to ensure the
correctness of all information contained within them, the accuracy
cannot be guaranteed. |
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| Conditions of Use |
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The BANKSETA holds copyright and custody of these materials. The
materials are available to all registered banks, and other relevant
parties, under the direction of the BANKSETA.
These materials may not be used or reproduced in part or in whole by
their recipients, or by any other party, other than in conformance with
the explicit provision that such reproduction is for use within the
original recipient organisation, and is not for use in any other
organisation.
All organisations and parties which have any interest, whether specified
herein or not, in these materials as it stands waive any and all
accountability for any changed or adapted version of this material
without in any way waiving any rights which would normally accrue over
the changed or adapted version.
These materials and any derivative materials arising from their
customisation may not be lent, sold or otherwise made available, in
whole or in part, for use by any other parties or in any other
organisations without the written consent the BANKSETA. Any queries
regarding their use or reproduction should be addressed in writing to
the ETQA Manager at the BANKSETA.
These restrictions apply equally to electronic and physical versions of
the materials. |
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| Customisation for Use |
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Customisation for the purposes of this document refers to any changes
and/or adaptations to the material provided to render the material more
relevant to a particular learner or to a particular population of
learners.
Further customisation of the materials for use within specific
organisations may be required, and the right to customise them is
extended to recipient organisations, provided such customisation is
undertaken in conformance with the abovementioned provisions relating to
copyright - as noted, materials derived via customisation of the
original materials are also subject to the copyright restrictions noted
above.
Customisation is undertaken at the sole risk of the recipient
organisations. It is important that the integrity of the process whereby
the learning outcomes are achieved is not compromised through changes to
the materials.
The following notes on customisation options are included without
prejudice to anything stipulated elsewhere in this document: |
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| INTENTION |
NOTES |
| Tailoring for specific business environments |
The materials can be tailored for applicability to specific business
environments by adding specific business examples. |
| Tailoring for target population characteristics |
Factors such as English language proficiency may dictate that
modifications to the language be made. |
| Adapting terminology |
Terminology in use may not align entirely with terminology in use in
specific organisations. Further explanations can be included for ease of
reference. |
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