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Assessor training Module 5 The Desk Assessment Interstate Renewable Energy Council IREC ISPQ Accreditation and Certification Assessor Training

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The Desk Assessment Know what to do after your nomination is finalized Know how much time to take on the Desk Assessment Be familiar with resources Understand the iteration process By the end of this module, you will: Assessor Training

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The Desk Assessment Learn about the Desk Assessment Report Practice on sample applications Understand the importance of accurate records By the end of this module, you will: Assessor Training

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The Desk Assessment Assessor Training Lesson: Overview

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The Desk Assessment Assessor Training Lesson: Overview

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Basic Timeline Assessor Training Lesson: Overview Four weeks One year term of candidacy

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Key Resources Assessor Training Lesson: Overview IREC ISPQ International Standard 01022: 2011 Assessor Manual Candidate Handbook Assessor forms and sample letters Best Practices and Recommended Guidelines www.irecusa.org

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Learning Activity Assessor Training The questions in these activities are a different way to think about the material and should not be thought of as tests. For your convenience the questions are also included in the Practice Exercises. You can use these to jot down your answers before moving to the answer slide. Use your down arrow to continue with this module.

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Learning Activity Assessor Training TRUE or FALSE? Your nomination is considered confirmed if the candidate does not reply within 10 working days. Use your down arrow to see the answer, then again to continue with this module. TRUE.

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TRUE or FALSE? The assessor is expected to begin the Desk Assessment within four weeks of receiving the application packet and complete it in six months. Use your down arrow to see the answer, then again to continue with this module. FALSE. Ideally you will complete an assessment also in four weeks, but it could take longer. Learning Activity Assessor Training

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The Importance of Documentation Assessor Training Lesson: Iteration

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Assessor Forms Assessor Training Lesson: Iteration Communications log Desk assessment worksheet Desk assessment report On-site assessment worksheet Closing assessment report

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Desk Assessment Worksheet Assessor Training Lesson: Iteration

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Iteration Assessor Training Lesson: Iteration A communication process that provides clarification about adherence to the Standard where uncertainty exists Assessors are not consultants! Communication should focus on evidence of meeting the requirements.

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How many Assessment Report forms are used when reporting to the Award Committee? Use your down arrow to see the answers, then again to continue with this module. Two: The Desk Assessment Report and the Closing Assessment Report Learning Activity Assessor Training

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Why is it critically important that assessors document all aspects of the Assessment process? Use your down arrow to see the answer, then again to continue with this module. Because the Award Committee or IREC ISPQ staff might have questions, another assessor might need to refer to a past assessment or step into a current one, or a candidate might appeal a decision. Learning Activity Assessor Training

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Learning Activity Assessor Training TRUE or FALSE? During the iteration process you want to help the candidate as much as possible in providing all the needed evidence and documentation. Use your down arrow to see the answers, then again to continue with this module. FALSE. In requesting clarification be careful not to provide too much guidance/counsel to candidates. Communication should focus on requirements and whether there is evidence of meeting the requirements.

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Desk Assessment Report Assessor Training Lesson: Concluding the assessmen t Candidate background and experience Training provided Readiness and application quality Nonconformities, if any Cover letter with conclusions and recommendations

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Recommendations Assessor Training Lesson: Concluding the assessmen t Award (or on-site assessment) Termination Iteration

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Learning Activity Assessor Training Which of the following are recommendations that an assessor can make when submitting their Desk Assessment Report? (select all that apply) a)Award the appropriate credential b)Termination because the candidate does not meet the standard c)Progression to On-Site Assessment, if one is needed d)Additional assessment because the Desk Assessment has revealed some serious flaws Use your down arrow to see the answer, then again to continue with this module.

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What do you do if none of the recommendations fit the circumstances of your assessment findings? Use your down arrow to see the answer, then again to continue with this module. Express your concerns in your report and to the Award Committee for further discussion and resolution. Assessor Training Learning Activity

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Summary Assessor Training Timeline Documentation Reference resources

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Summary Assessor Training

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Recommendations Lesson: Concluding the assessmen t Termination Iteration Award (or on-site assessment)

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Module 5 complete. Thank you. Assessor Training Be sure to do the practice exercise before moving on to Module 6.