REQUIREMENTS FOR THE OCCUPATIONAL COMPETENCE OF EXTERNAL QUALITY ASSURERS (EQAs)

Transcription

1 REQUIREMENTS FOR THE OCCUPATIONAL COMPETENCE OF EXTERNAL QUALITY ASSURERS (EQAs) OCR 2017 Version 11 December 2017

2 This booklet contains the occupational competence criteria for the following qualification suites: ADVICE AND GUIDANCE BUSINESS AND ADMINISTRATION BUSINESS ENTERPRISE CAREER GUIDANCE CREATIVE AND DIGITAL MEDIA COMPETENCE CUSTOMER SERVICE HEALTH AND SOCIAL CARE SECTOR HEALTH AND SOCIAL CARE SECTOR - LEADERSHIP IT PROFESSIONAL COMPETENCE (Level 4 only) LANGUAGE QUALIFICATIONS LEARNING AND DEVELOPMENT MANAGEMENT RETAIL SKILLS SUPPORTING TEACHING AND LEARNING IN SCHOOLS TEACHING/ASSESSING LEARNERS WITH SPECIFIC LEARNING DIFFICULTIES TEACHING IN THE LIFELONG LEARNING SECTOR (2011 STANDARDS)

3 CONTINUING PROFESSIONAL DEVELOPMENT (CPD) To maintain your occupational competence to undertake the task of external verifying you must ensure that your occupational expertise is up to date. This requirement is not only from OCR but is part of the qualification requirements and accreditation conditions. You must provide OCR with evidence of your continuing professional development on an annual basis. This evidence must include the development of knowledge and skills in your vocational area. It is important that you collect evidence of your continuing professional development. A useful way of demonstrating this is to build a portfolio of evidence for the activities you have undertaken. Evidence of continuing professional development can be generated from a range of sources, including: working in the sector volunteering in the sector undertaking work placements undertaking work shadowing managing staff or projects in the relevant environment internally assessing/verifying in the relevant environment undertaking professional training participating in relevant conferences and seminars (this can be online eg via a webinar) reading relevant professional journals (supports, however, not sole evidence of CPD). Evidence may take the form of: job description contract of employment witness testimony certificates for professional qualifications published research papers/contribution to journals. If you are employed within the vocational area for which you undertake the task of external verifying, your employer may provide development opportunities. During each agreement period, you will be asked to submit to OCR a record of your CPD for each qualification suite for which you undertake the task of external verifying. You must give details of your CPD on the Ongoing CPD Occupational Competence Template - provided by OCR. These must be submitted to the EV CPD mailbox evcpd@ocr.org.uk when requested. You must complete one Section 2 CPD template for each of the qualification suites for which you undertake the task of external verifying. Each Section 2 CPD template must be specific to the qualification suite. Undertaking the task of external verifying (including standardisation) of these qualifications is not in itself sufficient evidence as proof of CPD. Please refer to the individual subject specific occupational competence requirements in this document.

4 Advice and Guidance ADVICE AND GUIDANCE Scheme Codes: OCR Level 3 NVQ Certificate in Advice and Guidance (31/12/2022) OCR Level 4 NVQ Diploma in Advice and Guidance (31/12/2022) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35 New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role have relevant current industry experience and competence in the occupational working area at, or above, the level being assessed. This may be evidenced through CV and references, possession of a relevant Advice and Guidance qualification, appropriate membership of a relevant professional body or CPD have a sound understanding of the National Occupational Standards for Advice and Guidance have direct or related relevant experience in assessment and internal quality assurance be committed to further training and development.

5 Business and Administration BUSINESS AND ADMINISTRATION Scheme Codes: OCR Level 1 NVQ Award in Business and Administration (31/08/2018) OCR Level 1 NVQ Certificate in Business and Administration (31/08/2018) OCR Level 2 NVQ Award in Business and Administration (31/08/2019) OCR Level 2 NVQ Certificate in Business and Administration (31/08/2019) OCR Level 2 NVQ Diploma in Business and Administration (31/08/2019) OCR Level 3 NVQ Certificate in Business and Administration (31/08/2019) OCR Level 3 NVQ Diploma in Business and Administration (31/08/2019) OCR Level 4 NVQ Certificate in Business and Administration (31/08/2019) OCR Level 1 Certificate in Business Administration (31/08/2018) OCR Level 2 Diploma in Business Administration (31/08/2019) OCR Level 3 Diploma in Business Administration (31/08/2021) OCR Level 4 NVQ Diploma in Business Administration (31/08/2021) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role have credible expertise in Business and administration relevant to the level(s) of the qualifications they are seeking to externally verify keep themselves up-to-date with developments in Business and Administration practice have a thorough understanding of the NOS for Business and Administration at the level(s) of the qualifications they are seeking to externally verify. demonstrate administration occupational knowledge in all the mandatory units and a significant proportion of the optional units, together with an industry awareness of, and familiarity with, the remaining optional units, including the specialist units. The occupational knowledge must have been gained in a real work administrative job role demonstrate the currency of their occupational knowledge and expertise. Evidence regarding the appropriate occupational knowledge and continuous professional development might include: the provision of CVs and/or written statements records of personal interviews - 'development interview' identification of relevant qualifications identification of relevant and suitable work experience benchmarking of current skills/practice to Business & Administration standards the provision of a continuous professional development log that demonstrates how occupational competence is maintained over time.

6 Business Enterprise BUSINESS ENTERPRISE Scheme Codes: Level 2 Award in Business Enterprise (30/04/2018) Level 3 Award in Business Enterprise (30/04/2018) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role. have enough appropriate experience and occupational competence to enable them to make a valid judgement about a demonstration of competence in the area they will be verifying All EQAs should have at least one of the following types of experience: entrepreneurial experience in a small business or social enterprise or as a charity trustee with direct financial responsibility; senior management experience in a small business or social enterprise or charity, with financial responsibility; or experience at senior level in a specialised business profession directly related to business management over a wide field of businesses, including small and start-up businesses and social enterprises and charities as appropriate Evidence regarding the appropriate occupational competence and continuous professional development might include: the provision of CVs and/or written statements identification of relevant business experience running own business.

7 Career Guidance CAREER GUIDANCE Scheme codes: OCR Level 6 Diploma in Career Guidance and Development (31/12/2022) OCR Level 4 Diploma in Career Information and Advice (31/12/2022) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role be occupationally knowledgeable across the range of units for which they are responsible prior to commencing the role Please note that for the career guidance theory unit, internal verifiers must hold either the QCG, DipCG, QCG Development, Level 4 LDSS NVQ or Level 4 Advice and Guidance NVQ. For internal verifiers who have achieved either the LDSS or Advice and Guidance NVQs, career guidance must have been studied and applied as part of the qualification. maintain their occupational knowledge by actively engaging in continuous professional development activities in order to keep up-to-date with developments relating to the sector.

8 Creative and Digital Media Competence CREATIVE AND DIGITAL MEDIA COMPETENCE Scheme code: OCR Level 3 Diploma in Creative and Digital Media Competence (31/12/2020) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role have the relevant experience of working in the sector with occupational competence to enable them to make a valid judgement about a demonstration of competence in this area, normally through demonstrating that their own practice meets the National Occupational Standards. They must: have competence in the use of digital media capture equipment (eg D-SLR cameras, HD video cameras, audio recorders and a range of supporting accessories) use software applications to create digital media solutions and products have competence in creating digital media that is fit for purpose in a commercial context understand the commercial requirements and processes when working in the sector for which they are acting as an external verifier ensure occupational competence reflects up-to-date practices in the workplace ensure that their occupational knowledge is maintained through ongoing Continued Professional Development (CPD) which must include a range of activities such as: working in the sector, volunteering in the sector or job shadowing in the sector attending relevant training, conferences, seminars keeping up-to-date with developments in the sector through reading professional journals/sector websites etc. have knowledge of the requirements of the qualification and associated National Occupational Standards have knowledge of the OCR systems, processes and quality assurance procedures and related regulatory requirements Please note, external verification of these qualifications is not in itself sufficient evidence that these criteria are being met as proof of CPD.

9 Customer Service CUSTOMER SERVICE Scheme Codes: OCR Level 1 NVQ Certificate in Customer Service (31/08/2018) OCR Level 2 NVQ Certificate in Customer Service (31/08/2020) OCR Level 3 NVQ Diploma in Customer Service (31/08/2019) Customer Service Level 1 Certificate (31/08/2018) Customer Service Level 2 Diploma (31/08/2020) Customer Service Level 3 Diploma (31/08/2021) Customer Service Level 4 Diploma (31/08/2019) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role have a thorough knowledge of the Level 1, 2, 3 or 4 National Occupational Standards for Customer Service, appropriate to the Level the EQA is working at, and the ability to interpret them across a wide variety of Customer Service environments; have a thorough knowledge of the following imported units and the ability to interpret them across a wide variety of Customer Service environments: B&A 1 Principles of personal performance and development B&A 2 Principles of working in a business environment B&A 3 Work with others in a business environment B&A 5 Manage time and workload B&A 8 Meet and welcome visitors in a business environment B&A 13 Manage diary systems B&A 13 Handling objections and closing sales B&A 19 Provide reception services B&A 19 Deal with incidents through a contact centre B&A 27 Contribute to the organisation of any event B&A 27 Carry out direct sales activities in a contact centre B&A 35 Buddy a colleague to develop their skills B&A 35 Negotiate in a business environment B&A 42 Negotiate in a business environment B&A 38 Understand employer organisations B&A 39 Employee rights and responsibilities B&A 59 Principles of business B&A 66 Support environmental sustainaibility in a business environment M&L 1 Manage personal performance and development M&L 2 Develop working relationships with colleagues M&L 7 Principles of equality and diversity in the workplace M&L 9 Manage personal and professional development M&L 10 Promote equality, diversity and inclusion in the workplace M&L 11 Manage team performance M&L 12 Manage individual s performance

10 Customer Service M&L 16 Encourage innovation M&L 21 Collaborate with other departments M&L 28 Encourage learning and development M&L 30 Initiate and implement operational change M&L 40 Manage a project M&L 41 Manage business risk M&L 49 Design business process Contribute to sales activities in a contact centre Use specific features of contact centre systems and technology Health and safety procedures in the workplace Manage health and safety in own are of responsibility Manage incident management systems in a contact centre Processing sales orders Meeting customers after sales needs Negotiating, handling objections and closing sales Obtaining and analusing sales related information Manage incidents referred to a contact centre Lead direct sales acitivites in a contact centre team Buyer behaviour in sales situations Manage direct sales operations in a contact centre Bespoke software have experience and working knowledge of the operational and assessment processes of the Customer Service NVQ at the Level the EQA is working at; have relevant and credible customer service experience across the level and breadth of the National Occupational Standards and S/NVQs at the Level the EQA is working at; have knowledge of current customer service practice and emerging issues in the customer service arena; have high levels of communication and interpersonal skills.

11 The EQA working at Level 1, 2, 3 or 4 must have: A thorough understanding of the National Occupational Standards in Customer Service, 1. at the relevant level 1, 2, 3 or 4, with the ability to interpret them within the environments and sectors they are working in. Knowledge of current practice and emerging issues and 2. changes in the VQ area across the UK Knowledge of current practice and emerging issues and changes in Customer Service across organisations and industries. Experience and working knowledge of the operational, assessment and verification processes specifically for the relevant level of Customer Service NVQ Level 1, 2, 3 or 4. Sufficient, relevant and credible Customer Service experience across the level and breadth of the Standards and NVQs at the relevant Level 1, 2, 3 or 4. Appropriate A and V Units according to their role within 12 months for EQAs. Demonstrated high levels of communication and interpersonal skills. Suggestions of ways this can be evidenced by (these are not compulsory, just a guide): gathering feedback from a variety of centres explaining and putting the National Occupational Standards into the contexts they are working in taking active participation in consultations and briefings with Awarding Organisations/Bodies, UKCES, Accreditation Bodies and the CfA explaining the differences between the 4 UK Countries gathering feedback from a variety of employers and centres attending conferences or workshops where trends and developments in Customer Service are on the agenda reading Customer Service publications and articles regularly looking at the CfA Website for new developments keeping up to date with media news regarding Customer Service joining the CfA having a successful track record of assessing or verifying the current Standards across a variety of organisations achieving or be working towards the Level 2, 3 or 4 Customer Service NVQ gathering feedback from a variety of employers and centres curriculum vitae and references/testimonies producing certificates or evidence of working towards these units or by taking part in a Employer Direct Model in partnership with an Awarding Organisation/Body gathering feedback from candidates, employers or peers

12 Health and Social Care Sector HEALTH AND SOCIAL CARE SECTOR Scheme Codes: OCR Level 2 Diploma in Health and Social Care (Adults) for England (31/08/2019) OCR Level 2 Diploma in Health and Social Care (Adults) for Wales and Northern Ireland (30/06/2018) OCR Level 3 Diploma in Health and Social Care (Adults) for Wales and Northern Ireland (30/06/2018) OCR Level 3 Diploma in Health and Social Care (Adults) for England (31/08/2019) OCR Level 3 Diploma in Health and Social Care (Children and Young People) for Wales and Northern Ireland (30/06/2018) OCR Level 3 Certificate in Dementia Care (30/06/2018) OCR Level 2 Certificate for the Children & Young People s Workforce (31/08/2019) OCR Level 3 Diploma for the Children & Young People s Workforce (31/08/2019) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role be occupationally competent and have gained their competence through working within the sector in the specific context (Adults, Children or sector specialism e.g. Dementia) for which they are acting as an EQA ensure occupational competence reflects up-to-date practices in the workplace have current knowledge of health and social care settings and the regulation, legislation and codes of practice for the specific setting (Adults, Children or sector specialism e.g. Dementia) for which they are acting as EQA have knowledge of the requirements of the qualification and associated National Occupational Standards ensure that their occupational knowledge is maintained through ongoing Continued Professional Development (CPD) which must include a range of activities such as: working in the sector, volunteering in the sector or job shadowing in the sector attending relevant training, conferences, seminars keeping up-to-date with developments in the sector through reading professional journals/sector websites etc.

13 Health and Social Care Sector Leadership HEALTH AND SOCIAL CARE SECTOR - LEADERSHIP Scheme Codes: OCR Level 5 Diploma in Leadership for HSC & CYPW Services (CYP Res Mgt) (31/03/2018) OCR Level 5 Diploma in Leadership for HSC & CYPW Services (Adult Res Mgt) (31/03/2018) OCR Level 5 Diploma in Leadership for HSC & CYPW Services (Adult Mgt) (31/03/2018) OCR Level 5 Diploma in Leadership for HSC & CYPW Services (Adult Adv Prac) (31/03/2018) OCR Level 5 Diploma in Leadership for HSC & CYPW (England) (Adults' Residential Management) (31/08/2019) OCR Level 5 Diploma in Leadership for HSC & CYPW (England) (Adults' Management) (31/08/2019) OCR Level 5 Diploma in Leadership for HSC & CYPW (England) (Adults' Advanced Practice) (31/08/2019) OCR Level 5 Diploma in Leadership for HSC & CYPW (England) (Children and Young People's Management) (30/06/2019) OCR Level 3 Diploma for Residential Childcare (England) (31/08/2019) OCR Level 5 Diploma in Leadership and Management for Residential Childcare (England) (30/06/2019) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35 New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role be occupationally competent and have gained their competence through working within the sector in the specific context (Adults or Children) for which they are acting as an EQA ensure occupational competence reflects up-to-date practices in the workplace have current knowledge of health and social care settings and the regulation, legislation and codes of practice for the specific setting (Adults or Children) for which they are acting as EQA. have knowledge of the requirements of the qualification and associated National Occupational Standards ensure that their occupational knowledge is maintained through ongoing Continued Professional Development (CPD) which must include a range of activities such as: working in the sector, volunteering in the sector or job shadowing in the sector attending relevant training, conferences, seminars, keeping up-to-date with developments in the sector through reading professional journals/sector websites etc.

14 IT Professional Competence IT PROFESSIONAL COMPETENCE (Level 4 only) Scheme code: OCR Level 4 Diploma in Professional Competence for IT and Telecoms Professionals (31/12/2019) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role have the relevant IT Practitioner/Professional experience and occupational competence to enable them to make a valid judgement about a demonstration of competence in this area, normally through demonstrating that their own practice meets the National Occupational Standards. They must: have competence in the use of technologies to communicate construct/update and modify hardware across a range of areas on a regular basis to include CPU's, installation of new drives, peripherals, etc work with network (whether home or commercial) have competence in developing software and recognising components and be comfortable working in the environment. ensure their occupational competence reflects up to date practices in the workplace have knowledge of the requirements of the qualification and associated National Occupational Standards up to an including level 4 understand QCF qualifications and the use of the command verbs at the appropriate level have knowledge of the OCR systems, processes and quality assurance procedures and related regulatory requirements

15 Languages LANGUAGE QUALIFICATIONS Scheme codes: Final certification date for all schemes is 31/12/2018 French German Spanish Welsh Scheme code Scheme code Scheme code Scheme code Individual unit quals EL EL EL EL L L L L L L L L L L L L L L L L Entry Level quals Level 1 quals Level 2 quals Level 3 quals Level 4 quals

16 Languages In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role skills to at least QCF level 4 in a language other than English. When they do not have skills in a particular language being assessed, they may appoint an expert witness who has these skills, to advise on questions relating to language competence sufficient expertise to enable them to verify assessment decisions and advise assessors, internal verifiers and centres on the quality and consistency of assessment and verification systems and practices up-to-date knowledge of verification practice, demonstrated by a record of continuous professional development reviewed on at least an annual basis knowledge and understanding of the qualification they are verifying in-depth knowledge of the UK Occupational Language Standards in-depth knowledge of the awarding body s quality assurance procedures. If the EV is not fully competent in the language being assessed an expert witness should be appointed, if necessary, to advise on issues related to levels of language competence Languages EVs must constantly practise and update their competence in the languages s/he verifies. This can be achieved by visits to the countries concerned, attendance at languages seminars, conferences and language shows, watching foreign language cultural productions on global television, following current events on-line, reading foreign language literature and articles in the press medium and listening to live or recorded radio broadcasts.

17 Learning and Development LEARNING AND DEVELOPMENT Scheme codes: OCR Level 3 Award in Assessing Competence in the Work Environment (31/12/2018) OCR Level 3 Award in Assessing Vocationally Related Achievement (31/12/2018) OCR Level 3 Certificate in Assessing Vocational Achievement (31/12/2018) OCR Level 4 Award in the Internal Quality Assurance of Assessment Processes and Practice (31/12/2018) OCR Level 4 Award in the External Quality Assurance of Assessment Processes and Practice (31/12/2018) OCR Level 4 Certificate in Leading the External Quality Assurance of Assessment Processes and Practice (31/12/2018) OCR Level 4 Certificate in Leading the Internal Quality Assurance of Assessment Processes and Practice (31/12/2018) OCR Level 3 Award in Facilitating Learning and Development (31/12/2018) OCR Level 3 Certificate in Learning and Development (31/12/2018) OCR Level 4 Award in Learning and Development (31/12/2018) OCR Level 4 Diploma in Learning and Development (31/12/2018) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: have up-to-date working knowledge and experience of best practice in assessment and quality assurance and Learning and Development. If the EQA is no longer a current practitioner in the area of assessment and quality assurance, in Learning and Development, they will need to outline how they are still up to date with best practice. hold one of the following assessor qualifications or their recognised equivalent: - Level 3 Award in Assessing Competence in the Work Environment or - Level 3 Certificate in Assessing Vocational Achievement, or - A1 Assess candidate performance using a range of methods, or - D32 Assess candidate performance and D33 Assess candidate using differing sources of evidence. hold one of the following external quality assurance qualifications or their recognised equivalent: - Level 4 Award in Externally Assuring the Quality of Assessment Processes and Practice, or - Level 4 Certificate in Leading the External Quality Assurance of Assessment Processes and Practice, or - V2 Conduct external quality assurance of the assessment process, or - D35 Externally verify the assessment process show current evidence of continuing professional development in assessment and quality assurance. Best practice would suggest that external quality assurance staff should also hold an appropriate internal quality assurance qualification, either: Level 4 Award in the Internal Quality Assurance of Assessment Processes and Practice, or Level 4 Certificate in Leading the Internal Quality Assurance of Assessment Processes and Practice, or V1 Conduct internal quality assurance of the assessment process, or D34 Internally verify the assessment process.

18 Learning and Development EQAs must also have: OR held posts of responsibility involving the monitoring and review of the occupational competence of others; been responsible for internal verification and assessment of national occupational standards; AND FOR BOTH OF THE ABOVE: demonstrated updating and continuing competence within the last year involving at least two of the following activities: attending at least one relevant external verifier induction/training event run by an Awarding Organisation, this can be online, or for example, via a webinar. shadowing an experienced external verifier on centre visits collaborative working with Awarding Organisations such as redevelopment of external monitoring systems study related to a job role, this can be in various different ways, for example: reading related literature watching or listening to relevant radio and/or television programmes attending or taking part in relevant courses taking relevant qualifications taking part in relevant on-line webinars attending relevant employer based events. All EQAs will have a sound working knowledge and experience of vocational assessment. They must also be familiar with internal as well as external verification procedures as defined in the national standards for external quality assurance. They must also demonstrate competence in the particular external verification procedures set down by the Awarding Body for the qualification (including appeals and complaints procedures). The following requirements apply to the units developed by the Management Standards Centre and now overseen by the Council for Administration (coded MSC). EQAs must demonstrate that they: have credible expertise in management and leadership relevant to the level(s)/unit(s) they are verifying keep themselves up-to-date with developments in management and leadership practice; and have a thorough understanding of the National Occupational Standards for management and leadership at the unit(s)/level(s) they are verifying.

19 Management MANAGEMENT Scheme codes: OCR Level 2 Certificate in Team Leading (31/08/2020) OCR Level 3 Certificate in Management (31/08/2019) OCR Level 7 Diploma in Management (28/02/2018) OCR Level 2 Certificate in Team Leading (Technical Certificate) (31/08/2019) OCR Level 3 Certificate in Management (Technical Certificate) (31/08/2019) OCR Level 2 Diploma in Team Leading (31/08/2020) OCR Level 3 Diploma in Management (31/08/2021) OCR Level 5 Diploma in Management and Leadership (31/08/2021) OCR Level 5 Management and Leadership Diploma (Technical Certificate) (31/08/2021) OCR Level 7 Diploma in Strategic Management and Leadership (31/08/2021) In order to be appointed and retained for the level of NVQ they wish to verify, Management and Leadership EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role have credible expertise in management and leadership relevant to the level(s) of the qualifications they are seeking to externally verify demonstrate administration occupational knowledge in all the mandatory units and a significant proportion of the optional units, together with an industry awareness of, and familiarity with, the remaining optional units, including the specialist units. The occupational knowledge must have been gained in a real work administrative job role keep themselves up-to-date with developments in management and leadership practice have a thorough understanding of the NOS for management and leadership at the level(s) of the qualifications they are seeking to externally verify. In addition the following questions should be addressed when providing CPD information: What management and leadership posts have you held? How recent has this management and leadership experience been? Does it provide sufficient awareness of current management and leadership practice? Have the posts been at or above the level of the qualifications you are seeking to externally verify? What relevant formal qualifications do you possess? How do your qualifications relate to the level of the qualifications you are seeking to externally verify? How have you kept yourself up-to-date with developments in management and leadership practice? Are you familiar with the NOS for management and leadership at the level of the qualifications you are seeking to externally verify? In addition to the occupational expertise requirements noted above, individuals will also need to meet the requirements for competence in undertaking assessment and verification of NVQs as laid down by the regulatory authorities.

20 Retail Skills RETAIL SKILLS Scheme Codes: Level 1 Award in Retail Skills (31/12/2018) Level 1 Certificate in Retail Skills (31/12/2018) Level 1 Diploma in Retail Skills (31/12/2018) Level 2 Award in Retail Skills (31/12/2018) Level 2 Certificate in Retail Skills (31/12/2018) Level 2 Diploma in Retail Skills (31/12/2018) Level 3 Certificate in Retail Skills (Management) (31/12/2018) Level 3 Certificate in Retail Skills (Sales Professional) (31/12/2018) Level 3 Certificate in Retail Skills (Visual Merchandising) (31/12/2018) Level 3 Diploma in Retail Skills (Management) (31/12/2018) Level 3 Diploma in Retail Skills (Sales Professional) (31/12/2018) Level 3 Diploma in Retail Skills (Visual Merchandising) (31/12/2018) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role. EQAs (or equivalent quality assurance experts) in the retail sector must have a current understanding of the occupational requirements of the units they are verifying. This understanding will have been acquired while working within the relevant occupational area in either an operational or a support function. The EQA must understand the requirements of the units sufficiently well to be able to determine whether sufficient evidence of the learner s competence has been collected. It is unlikely that a person could have gained this level of understanding in less than six months of being employed in the retail sector, but individuals with less experience could be considered as EQAs if they have the required level of understanding. All EQAs, if not currently employed within a retail organisation, will need to prove they have a current working knowledge of the sector they are verifying. This can be demonstrated by maintaining records of evidence from occupational updating activities such as: Internal or external work experience Internal or external work shadowing opportunities Other relevant CPD activities with the prior approval of OCR.

21 Support Teaching and Learning in Schools SUPPORTING TEACHING AND LEARNING IN SCHOOLS Scheme codes: Level 2 Certificate in Supporting Teaching and Learning in Schools (31/08/2020) Level 2 Certificate in Supporting the Wider Curriculum in Schools (31/08/2020) Level 3 Certificate in Supporting Teaching and Learning in Schools (31/08/2020) Level 3 Certificate in Cover Supervision of Pupils in Schools (31/08/2020) Level 3 Diploma in Specialist Support for Teaching and Learning in Schools (31/08/2020) External Quality Assurance You must be occupationally knowledgeable in the area you are assuring and be qualified to make quality assurance decisions, ie, hold or be working towards a recognised assessor/verifier qualification (eg D32/33, A1/A2; D35, V2, QCF Level 4 Award in the External Quality Assurance of Assessment Processes and Practice and, if appropriate, the Level 4 Certificate in Leading the External Quality Assurance of Assessment Processes and Practice). New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role. Occupationally competent: You must be capable of carrying out the full requirements within the competency units you are verifying. Being occupationally competent means you are also occupationally knowledgeable. This occupational competence should be maintained annually through clearly demonstrable continuing learning and professional development, examples of how you might achieve this are given below. Occupationally knowledgeable: You should have relevant knowledge and understanding, and be able to verify this in units: designed to test specific knowledge and understanding, or where knowledge and understanding are components of competency. This occupational knowledge must be maintained annually through clearly demonstrable continuing learning and professional development. Examples of acceptable CPD Please note that being an EV/EM for this suite is not in itself proof of CPD: working as a teaching assistant/teacher, supervising other teaching assistants being a school governor showing up-to-date knowledge of current issues relevant to supporting teaching and learning in schools involvement in redevelopment of qualifications voluntary work in schools successful completion of OCR standardisation exercises.

22 Teaching/Assessing Learners with Specific Learning Difficulties TEACHING/ASSESSING LEARNERS WITH SPECIFIC LEARNING DIFFICULTIES Scheme codes: Teaching Learners with Dyslexia/Specific Learning Difficulties Level 5 Diploma (31/12/2020) Teaching and Assessing Learners with Dyslexia/Specific Learning Difficulties Level 7 Diploma (31/12/2020) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: or unit D35. New EQAs should be given a clear action plan for achieving the appropriate qualification(s) within 12 months of commencing the role. hold a recognised professional qualification in teaching, speech and language therapy or educational psychology hold a recognised SpLD qualification produce evidence of recent experience of teaching and assessing be committed to ongoing professional development and updating. Occupationally competent: This means that each verifier must be capable of carrying out the full requirements within the competency units they are verifying. Being occupationally competent means they are also occupationally knowledgeable. This occupational competence should be maintained annually through clearly demonstrable continuing learning and professional development. Occupationally knowledgeable: This means that each verifier should have relevant knowledge and understanding, and be able to verify this in units: designed to test specific knowledge and understanding, or where knowledge and understanding are components of competency. This occupational knowledge should be maintained annually through clearly demonstrable continuing learning and professional development. Qualified to make assessment decisions: Those making assessment decisions must have the necessary expertise to do so. Assessors and verifiers must either: hold or be working towards a recognised assessor qualification (e.g. D32/33, A1 or QCF Award in Assessing Competence in the Work Environment) Or: have experience of competence based qualifications.

23 Teaching/Assessing Learners with Specific Learning Difficulties Examples of acceptable CPD: Please note that being an EV for this suite is not in itself proof of CPD membership of SpLD-relevant professional bodies contributions to developments in the sector via professional bodies attending SpLD-relevant events delivering/quality assuring SpLD qualifications successful completion of OCR standardisation exercises showing up-to-date knowledge of current issues relevant to this sector. PLUS - for Level 5 Certificate hold a recognised teaching qualification (for example Qualified Teacher Status, recognised SpLD qualification, Further Education teaching qualification) provide evidence of recent experience of teaching and assessing provide evidence of knowledge and understanding and application of the relevant national occupational standards be committed to ongoing professional development and updating. PLUS for Level 7 Diploma hold a recognised professional qualification in teaching, speech and language therapy or educational psychology hold a recognised SpLD qualification provide evidence of recent experience of teaching and assessing provide evidence of knowledge and understanding and application of the relevant national occupational standards be committed to ongoing professional development and updating.

24 Teaching in the Lifelong Learning Sector 2011 TEACHING IN THE LIFELONG LEARNING SECTOR (2011 STANDARDS) Scheme codes: OCR Level 3 Award in Preparing to Teach in the Lifelong Learning Sector (28/02/2019) OCR Level 3 Certificate in Teaching in the Lifelong Learning Sector (28/02/2019) OCR Level 4 Award in Preparing to Teach in the Lifelong Learning Sector (28/02/2019) OCR Level 4 Certificate in Teaching in the Lifelong Learning Sector (28/02/2019) OCR Level 5 Diploma in Teaching in the Lifelong Learning Sector (28/02/2019) In order to be appointed and retained for the level of NVQ they wish to verify, EQAs must: hold a recognised teaching qualification provide evidence of recent experience of teaching and assessing in further education provide evidence of knowledge and understanding and application of the overarching professional standards for teachers, tutors and trainers in the lifelong learning sector have knowledge, understanding and application of national occupational standards which underpins units in these qualifications, where relevant Hold one of the following qualifications or their recognised equivalent: the Level 3 Award in Assessing Competence in the Work Environment or the Level 3 Certificate in Assessing Vocational Achievement, or A1 Assess candidate performance using a range of methods, or D32 Assess candidate performance and D33 Assess candidates using differing sources of evidence Hold, or be working towards, one of the following external quality assurance qualifications or their recognised equivalent: the Level 4 Award in Externally Assuring the Quality of Assessment Processes and Practice, or the Level 4 Certificate in Leading the External Quality Assurance of Assessment Processes and Practice, or V2 Conduct external quality assurance of the assessment process, or D35 Externally verify the assessment process; and Show current evidence of continuing professional development in learning and development, assessment and quality assurance. Demonstrate updating and continuing competence within the last year, involving at least two of the following activities: attending at least one relevant external verifier induction/training event run by an Awarding Organisation, this can be online, or for example, via a webinar. shadowing an experienced external verifier on centre visits collaborative working with Awarding Organisations study related to a job role; this can be in various different ways, for example: reading related literature watching or listening to relevant radio and/or television programmes attending or taking part in relevant courses taking relevant qualifications taking part in relevant on-line webinars attending relevant employer based events. For those verifying the Level 5 qualification, EQAs MUST: hold as a minimum, a subject specialist qualification at Level 4 or above e.g. OCR Adult Numeracy/Literacy Subject Specialists Level 4 Award or equivalent.