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Final
Integrated
Summative
Assessment
Dr Linda Meyer
Presentation for the
SABPP
Background to the Final
Integrated Summative
Assessment
Current  vs. QCTO requirements,
Historic Experience & Context,
SETAs, Professional Bodies /
 Statutory Bodies (EAAB - PDE)
Future, Provider vs. Assessment
 Quality Partners (AQP)
 requirements.
SABPP – FISA
   FISA Requirement -contained in the
    SABPP ETQA Assessment And
    Moderation Policy.
   “In the case of full HR.
    qualifications (including HR.
    Learnerships), the assessment cycle
    also includes a Final Integrated
    Summative Assessment (FISA)
    against the exit level outcomes of
    the HR. qualification”.
Occupational Qualifications
 Occupational    qualifications are a
  feature of the revised NQF and are
  designed to address skills needs in
  the labour market.
 They will replace legacy
  occupational qualifications such as
  those for the trades and work-
  focused unit standards-based
  qualifications.
Assessment is defined as..
A structured process for gathering
evidence and making judgments
about an individual’s performance in
relation to registered national
standards and qualifications (SAQA,
2001: 16).
Assessments
• Formative             • Summative                   • A form of
  assessment is           assessment is used to         assessment
  “assessment that        make a “judgement             which permits
  takes place             about [learner]               the learner to
  during the process      achievement” that is          demonstrate
  of learning and         used at a particular          applied
  teaching”, with the     point (usually at the         competence
  purpose of              end) of a learning            and which uses
  supporting              programme to                  a range of
  learning. (SAQA,        measure progress in           formative and
  2001: 26)              terms of the requirements      summative
                         of national standards          assessment
                         and qualifications so that     methods. NSB
                         credits can be awarded.        Regulations (SA,
                         (SAQA, 2001: 26)
                                                        1998:4)

  Formative                 Summative                  Integrated
Integrated Assessment:

 Integrated  assessment is meaningful if there
  are clear relationships between the
  purpose statement, exit level outcomes
  and integrated assessment of this
  Qualification.
 In addition to the competence assessed to
  achieve the Unit Standards:
 learners must demonstrate that they can
  achieve the outcomes in an integrated
  manner.
Integrated Assessment
…  should [assess] the ability to
 combine key foundational, practical
 and reflexive competence with some
 critical cross-field outcomes and
 apply these in a practical context
 for a defined purpose. The context
 should be relevant to real life
 application (SAQA/CIDA, 2003: 62).
Guidelines for Integrated
 Assessment
 Assessment     approaches must confirm a
  learner’s ability to integrate knowledge.
 Assessments must focus on a learners’
  ability     to    demonstrate      applied
  knowledge (applied competence).
 According to the NQF - evidence of
  applied competence is the learners’
  ability to integrate concepts, ideas and
  actions in authentic, real-life contexts.
Guidelines for Integrated
 Assessment
 Assessing   a number of outcomes
  together;
 Assessing a number of assessment criteria
  together;
 Assessing a number of unit standards
  together;
 Using a combination of assessment
  methods and instruments for an
  outcome/outcomes;
Guidelines for Integrated
Assessment
 Collecting  naturally occurring
  evidence (such as in a workplace
  setting);
 Acquiring evidence from other
  sources such as supervisor’s reports,
  testimonials, portfolios of work
  previously done, logbooks,
  journals, etc. (SAQA, 2001: 55).
Guidelines for Integrated
    Assessment
   Integrated assessment should offer
    an opportunity to demonstrate the
    depth and breadth of learning at
    all stages and in a variety of ways
    throughout the learning
    programme.
   Assessments are important moments
    in the course of learning
    programmes.
Guidelines for Integrated
 Assessment
 “However,   educators should guard
 against over-assessment where each
 outcome “(or worse, each assessment
 criterion) [is assessed separately
 resulting in] hundreds of little fragmented
 meaningless assessments of the check-
 list type, taking up valuable learner and
 educator time without anything of value
 being learnt” (LGWSETA, 2004: 13).
Under the QCTO system ..
   Key quality assurance processes are
    articulated as:
   Monitoring and support of learner
    progress during programme
    implementation ; and
   Final integrated summative
    assessment of learners for
    occupational competence.
Final Integrated Summative
Assessment
The  FISA refers to the process of
 making judgments about
 achievement on a
 qualification/learnership.
This is carried out when a learner is
 ready to be assessed at the end of a
 learnership or full qualification.
The FISA must be set by a constituent
 assessor and moderated by a
 constituent moderator.
Final Integrated Summative
Assessment
FISA should not weigh more than
 continuous assessment of
 providers,
The objective for the FISA is to
 confirm the standard across
 providers and across qualifications
 - STANDARDISATION
Final Integrated Summative
Assessment
Database  of sample assessment
 instruments & tasks are included,
Examples of good integrated
 assessments are combined,
Formats are designed for recording
 evidence e.g. templates, log-
 books.
Final Integrated Summative
Assessment
A FISA for the qualification focuses on
 the extent to which a learner can
 demonstrate applied competence.
Applied competence, in terms of the
 NQF is evidenced through learner’s
 ability to integrate concepts, ideas
 and actions in authentic, real-life
 contexts and is expressed as
 practical, foundational and reflexive
 competence.
Final Integrated Summative
Assessment
 Practical   competence - demonstrated
  ability to perform a set of tasks and actions
  in authentic contexts;
 Foundational competence - demonstrated
  understanding of what we are doing and
  why we are doing it;
 Reflexive competence - demonstrated
  ability to integrate our performances with
  our understanding so that we are able to
  adapt to changed circumstances and
  explain the reason behind these
  adaptations.
Final Integrated Summative
Assessment
 More  than one FISA instrument should be
  developed.
 The moderator must ensure that the
  assessment instrument is aligned with the
  purpose and rationale of the qualification
  and that it complies with the applicable
  SAQA level descriptor.
 Draft assessment instruments must fall
  within the ambit and in accordance with
  the guideline document.
 Blooms and SAQA level descriptors
  considered.
Bloom’s Taxonomy
 1. Knowledge: remembering of previously learned
  material; recall (facts or whole theories); bringing to
  mind.
 Terms: defines, describes, identifies, lists, matches,
  names.
 2. Comprehension: grasping the meaning of
  material; interpreting (explaining or summarizing);
  predicting outcome and effects (estimating future
  trends).
 Terms: convert, defend, distinguish, estimate,
  explain, generalize, rewrite.
 3. Application: ability to use learned material in a
  new situation; apply rules, laws, methods, theories.
 Terms: changes, computes, demonstrates,
  operates, shows, uses, solves.
Bloom’s Taxonomy
 4. Analysis questions (taking apart the known)
 a. use - graph, survey, diagram, chart,
 questionnaire, report....
 b. observed behavior - classify, categorize, dissect,
 advertise, survey.
 5. Synthesis (putting things together in another
 way)
 a. use - article, radio show, video, puppet show,
 inventions, poetry, short story...
 b. observed behavior - combine, invent, compose,
 hypothesis, create, produce, write.
 6. Evaluation (judging outcomes)
 a. use - letters, group with discussion panel, court
 trial, survey, self-evaluation, value, allusions...
 b. observed behavior - judge, debate, evaluating,
 editorialize, recommend.
Design FISA
 FISA  Instrument is aligned;
 Multiple versions;
 Security;
 Fit for Purpose (Blooms, Level descriptors
  ect).
 Technical specifications;
 Validity, Authentic, Current, Reliable and
  Sufficient ;
Final Integrated Summative
 Assessment
 The Moderator must ensure that the FISA
 instrument is aligned with the purpose and
 rationale of the qualification, and that it
 complies with the applicable SAQA level
 descriptor.

 The FISA must be of such a length that a
 well-prepared learner will be able to answer
 it comfortably within the time allocated,
 with reasonable time remaining for revision.
Final Integrated Summative
   Assessment
 Standard   of the paper (validity, reliability and
  fairness)
 Questions of various types e.g. Multiple Choice;
  Questions, Case studies, paragraphs, data
  response, essay, etc;
 Questions from which candidates are to choose –
  are they of equal difficulty level;
 Correct distribution in terms of cognitive levels
  (Bloom’s Taxonomy);
 Overall: how does the standard of the assessment
  instrument compare in relation to other
  qualifications/s assessment instruments and previous
  assessment instruments.
Final Integrated Summative
Assessment
 Intellectually  challenging and
  allowing for creative responses from
  candidates;
 Suitability of examples and
  illustrations;
 Relationship between weighting
  allocation, degree of difficulty and
  time allocation;
Technical Criteria

  Cover   page with all relevant
   details such as time, unit
   standards and instructions to
   candidates
  Clarity of instructions to
   candidates
  Lay out: learner friendly
  Correct numbering
Technical Criteria
  Mark/weighting     allocation
   clearly indicated;
  Quality of illustrations, graphs,
   tables etc must be print ready
  Complete memorandum with
   model answers with :
  Mark/weight allocation and
   provision for alternatives
Registered Unit Standards and
   Qualifications
  Relevance   to registered
   Qualification, i.e. unit standards,
   specific outcomes, assessment
   criteria
  Levels of questions
  Coverage of unit standards
  Weighting and spread of
   contents
Conceptual construct
example

   What conceptual constructs - The
    assessment instrument must deal
    with:
e.g. – reasoning ability
       ability to communicate
       ability to translate from verbal to
        symbolic
       ability to compare and contrast
       ability to see causal relationship
       ability to express an argument clearly
Cognitive skills
 Are  these constructs representative of
  the best and latest developments in the
  training of this knowledge field?
 Are the questions challenging and
  allowing for creative responses from
  candidates?
 Suggested application of cognitive
  levels for an NQF Level 4 qualification is:
  10%   knowledge
  20%   comprehension
  40%   application
  30%   analysis, synthesis, evaluation
Language and bias
  Correct   terminology;
  Appropriate language register – for the
   level of the learner;
  Avoidance of gender, race, cultural,
   provincial bias;
  Clear and unambiguous specification
   of instructions within questions e.g. list,
   describe;
Moderation

   Is there evidence that the paper
    has been moderated?
   Quality, standard and relevance
    of input from moderator.
Alignment Grid
 The  availability of an alignment grid
  showing the alignment of the
  instrument with the purpose,
  rational, assessment criteria and
  NQF level descriptor of the
  qualification.
 Focus on ELO’s
Overall impression
 Fairness   of the assessment instrument as
  whole,
 Will the assessment instrument as a
  whole assess the achievement of the
  purpose of the qualification and the
  exit level outcomes,
 Recommendations for improvement,
 Monitoring and Review.
FISA construct example:
 Knowledge   Assessment;
 PoE (completed by the learner);
 Workplace based project;
 Expert Practitioner Panel interview
  and presentation;
 Focus on Work Integrated Learning
  Practice.
Thank you
      www.cimap.co.za
The Chartered Institute for the
  Management of Assessment
       Practice (CIMAP)
        A registered NPO

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Final Integrated Summative Assessment

  • 2. Background to the Final Integrated Summative Assessment Current vs. QCTO requirements, Historic Experience & Context, SETAs, Professional Bodies / Statutory Bodies (EAAB - PDE) Future, Provider vs. Assessment Quality Partners (AQP) requirements.
  • 3. SABPP – FISA  FISA Requirement -contained in the SABPP ETQA Assessment And Moderation Policy.  “In the case of full HR. qualifications (including HR. Learnerships), the assessment cycle also includes a Final Integrated Summative Assessment (FISA) against the exit level outcomes of the HR. qualification”.
  • 4. Occupational Qualifications  Occupational qualifications are a feature of the revised NQF and are designed to address skills needs in the labour market.  They will replace legacy occupational qualifications such as those for the trades and work- focused unit standards-based qualifications.
  • 5. Assessment is defined as.. A structured process for gathering evidence and making judgments about an individual’s performance in relation to registered national standards and qualifications (SAQA, 2001: 16).
  • 6. Assessments • Formative • Summative • A form of assessment is assessment is used to assessment “assessment that make a “judgement which permits takes place about [learner] the learner to during the process achievement” that is demonstrate of learning and used at a particular applied teaching”, with the point (usually at the competence purpose of end) of a learning and which uses supporting programme to a range of learning. (SAQA, measure progress in formative and 2001: 26) terms of the requirements summative of national standards assessment and qualifications so that methods. NSB credits can be awarded. Regulations (SA, (SAQA, 2001: 26) 1998:4) Formative Summative Integrated
  • 7. Integrated Assessment:  Integrated assessment is meaningful if there are clear relationships between the purpose statement, exit level outcomes and integrated assessment of this Qualification.  In addition to the competence assessed to achieve the Unit Standards:  learners must demonstrate that they can achieve the outcomes in an integrated manner.
  • 8. Integrated Assessment … should [assess] the ability to combine key foundational, practical and reflexive competence with some critical cross-field outcomes and apply these in a practical context for a defined purpose. The context should be relevant to real life application (SAQA/CIDA, 2003: 62).
  • 9. Guidelines for Integrated Assessment  Assessment approaches must confirm a learner’s ability to integrate knowledge.  Assessments must focus on a learners’ ability to demonstrate applied knowledge (applied competence).  According to the NQF - evidence of applied competence is the learners’ ability to integrate concepts, ideas and actions in authentic, real-life contexts.
  • 10. Guidelines for Integrated Assessment  Assessing a number of outcomes together;  Assessing a number of assessment criteria together;  Assessing a number of unit standards together;  Using a combination of assessment methods and instruments for an outcome/outcomes;
  • 11. Guidelines for Integrated Assessment  Collecting naturally occurring evidence (such as in a workplace setting);  Acquiring evidence from other sources such as supervisor’s reports, testimonials, portfolios of work previously done, logbooks, journals, etc. (SAQA, 2001: 55).
  • 12. Guidelines for Integrated Assessment  Integrated assessment should offer an opportunity to demonstrate the depth and breadth of learning at all stages and in a variety of ways throughout the learning programme.  Assessments are important moments in the course of learning programmes.
  • 13. Guidelines for Integrated Assessment  “However, educators should guard against over-assessment where each outcome “(or worse, each assessment criterion) [is assessed separately resulting in] hundreds of little fragmented meaningless assessments of the check- list type, taking up valuable learner and educator time without anything of value being learnt” (LGWSETA, 2004: 13).
  • 14. Under the QCTO system ..  Key quality assurance processes are articulated as:  Monitoring and support of learner progress during programme implementation ; and  Final integrated summative assessment of learners for occupational competence.
  • 15. Final Integrated Summative Assessment The FISA refers to the process of making judgments about achievement on a qualification/learnership. This is carried out when a learner is ready to be assessed at the end of a learnership or full qualification. The FISA must be set by a constituent assessor and moderated by a constituent moderator.
  • 16. Final Integrated Summative Assessment FISA should not weigh more than continuous assessment of providers, The objective for the FISA is to confirm the standard across providers and across qualifications - STANDARDISATION
  • 17. Final Integrated Summative Assessment Database of sample assessment instruments & tasks are included, Examples of good integrated assessments are combined, Formats are designed for recording evidence e.g. templates, log- books.
  • 18. Final Integrated Summative Assessment A FISA for the qualification focuses on the extent to which a learner can demonstrate applied competence. Applied competence, in terms of the NQF is evidenced through learner’s ability to integrate concepts, ideas and actions in authentic, real-life contexts and is expressed as practical, foundational and reflexive competence.
  • 19. Final Integrated Summative Assessment  Practical competence - demonstrated ability to perform a set of tasks and actions in authentic contexts;  Foundational competence - demonstrated understanding of what we are doing and why we are doing it;  Reflexive competence - demonstrated ability to integrate our performances with our understanding so that we are able to adapt to changed circumstances and explain the reason behind these adaptations.
  • 20. Final Integrated Summative Assessment  More than one FISA instrument should be developed.  The moderator must ensure that the assessment instrument is aligned with the purpose and rationale of the qualification and that it complies with the applicable SAQA level descriptor.  Draft assessment instruments must fall within the ambit and in accordance with the guideline document.  Blooms and SAQA level descriptors considered.
  • 21. Bloom’s Taxonomy  1. Knowledge: remembering of previously learned material; recall (facts or whole theories); bringing to mind.  Terms: defines, describes, identifies, lists, matches, names.  2. Comprehension: grasping the meaning of material; interpreting (explaining or summarizing); predicting outcome and effects (estimating future trends).  Terms: convert, defend, distinguish, estimate, explain, generalize, rewrite.  3. Application: ability to use learned material in a new situation; apply rules, laws, methods, theories.  Terms: changes, computes, demonstrates, operates, shows, uses, solves.
  • 22. Bloom’s Taxonomy  4. Analysis questions (taking apart the known) a. use - graph, survey, diagram, chart, questionnaire, report.... b. observed behavior - classify, categorize, dissect, advertise, survey.  5. Synthesis (putting things together in another way) a. use - article, radio show, video, puppet show, inventions, poetry, short story... b. observed behavior - combine, invent, compose, hypothesis, create, produce, write.  6. Evaluation (judging outcomes) a. use - letters, group with discussion panel, court trial, survey, self-evaluation, value, allusions... b. observed behavior - judge, debate, evaluating, editorialize, recommend.
  • 23. Design FISA  FISA Instrument is aligned;  Multiple versions;  Security;  Fit for Purpose (Blooms, Level descriptors ect).  Technical specifications;  Validity, Authentic, Current, Reliable and Sufficient ;
  • 24. Final Integrated Summative Assessment  The Moderator must ensure that the FISA instrument is aligned with the purpose and rationale of the qualification, and that it complies with the applicable SAQA level descriptor.  The FISA must be of such a length that a well-prepared learner will be able to answer it comfortably within the time allocated, with reasonable time remaining for revision.
  • 25. Final Integrated Summative Assessment  Standard of the paper (validity, reliability and fairness)  Questions of various types e.g. Multiple Choice; Questions, Case studies, paragraphs, data response, essay, etc;  Questions from which candidates are to choose – are they of equal difficulty level;  Correct distribution in terms of cognitive levels (Bloom’s Taxonomy);  Overall: how does the standard of the assessment instrument compare in relation to other qualifications/s assessment instruments and previous assessment instruments.
  • 26. Final Integrated Summative Assessment  Intellectually challenging and allowing for creative responses from candidates;  Suitability of examples and illustrations;  Relationship between weighting allocation, degree of difficulty and time allocation;
  • 27. Technical Criteria  Cover page with all relevant details such as time, unit standards and instructions to candidates  Clarity of instructions to candidates  Lay out: learner friendly  Correct numbering
  • 28. Technical Criteria  Mark/weighting allocation clearly indicated;  Quality of illustrations, graphs, tables etc must be print ready  Complete memorandum with model answers with :  Mark/weight allocation and provision for alternatives
  • 29. Registered Unit Standards and Qualifications  Relevance to registered Qualification, i.e. unit standards, specific outcomes, assessment criteria  Levels of questions  Coverage of unit standards  Weighting and spread of contents
  • 30. Conceptual construct example  What conceptual constructs - The assessment instrument must deal with: e.g. – reasoning ability  ability to communicate  ability to translate from verbal to symbolic  ability to compare and contrast  ability to see causal relationship  ability to express an argument clearly
  • 31. Cognitive skills  Are these constructs representative of the best and latest developments in the training of this knowledge field?  Are the questions challenging and allowing for creative responses from candidates?  Suggested application of cognitive levels for an NQF Level 4 qualification is:  10% knowledge  20% comprehension  40% application  30% analysis, synthesis, evaluation
  • 32. Language and bias  Correct terminology;  Appropriate language register – for the level of the learner;  Avoidance of gender, race, cultural, provincial bias;  Clear and unambiguous specification of instructions within questions e.g. list, describe;
  • 33. Moderation  Is there evidence that the paper has been moderated?  Quality, standard and relevance of input from moderator.
  • 34. Alignment Grid  The availability of an alignment grid showing the alignment of the instrument with the purpose, rational, assessment criteria and NQF level descriptor of the qualification.  Focus on ELO’s
  • 35. Overall impression  Fairness of the assessment instrument as whole,  Will the assessment instrument as a whole assess the achievement of the purpose of the qualification and the exit level outcomes,  Recommendations for improvement,  Monitoring and Review.
  • 36. FISA construct example:  Knowledge Assessment;  PoE (completed by the learner);  Workplace based project;  Expert Practitioner Panel interview and presentation;  Focus on Work Integrated Learning Practice.
  • 37. Thank you www.cimap.co.za The Chartered Institute for the Management of Assessment Practice (CIMAP) A registered NPO