Delegated Examining: Assessment Prep and Refresher (Self-Paced)
IDSTAF9011

Delegated Examining Authority and Accountability

• The legal and regulatory authority for delegated examining
• Roles and responsibilities of OPM and delegated examining units
• Terms and requirements of a delegated examining agreement
• Merit system principles and prohibited personnel practices
• Common compliance risks throughout the examining process

Job Analysis, Qualifications, and Assessment Planning

• Connecting job requirements to the position description
• Identifying competencies and proficiency levels
• Developing a defensible job analysis
• Applying qualification standards and selective placement factors
• Building rating schedules and assessment criteria
• Documenting the basis for assessment decisions

Rating and Ranking Applicants

• Reviewing applicant eligibility and qualifications
• Applying category rating within the delegated examining process
• Applying the numerical Rule of Three method
• Assigning applicants to the appropriate rating category or score
• Recognizing rating errors that may affect referral or selection
• Maintaining consistency between the job analysis, assessment, and rating process

Veterans’ Preference and Pass-Over Procedures

• Determining eligibility for veterans’ preference
• Applying preference under category rating and numerical rating methods
• Understanding the order of consideration
• Evaluating pass-over and objection requests
• Identifying when OPM approval is required
• Documenting compliant veterans’ preference decisions

Certificates of Eligibles

• Constructing a legally sufficient certificate of eligibles
• Applying referral and selection rules
• Managing certificate amendments and extensions
• Documenting selections, nonselections, and certificate actions
• Identifying errors that may invalidate or compromise a certificate

Case Files and Audit Readiness

• Assembling a complete delegated examining case file
• Maintaining evidence for each stage of the examining process
• Using quality-control reviews to identify compliance gaps
• Preparing documentation for an OPM accountability review
• Correcting recurring findings and strengthening internal controls
• Demonstrating that examining decisions were consistent, merit-based, and defensible