TESDA CIRULAR

Subject: Operating Procedure on the Conduct of Page 1 of 31 page/s

Portfolio Assessment Number 0--C , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

In the interest of the service and in line with the OPLAN TESDA Abot
Lahat and the 2020 Planning Guidelines, in which strategies to adapt to the "new
normal" have to be implemented, the following Operating Procedure as work
instructions in the conduct of Portfolio Assessment are hereby issued.

References:

A. TESDA Memorandum No. 158, series of 2020 with subject "OPLAN TESDA
Abot Lahat: TVET Towards a New Normal";
B. TESDA Memorandum No. 161, series of 2020 from the Planning Office
regarding the "FY 2020 Revised Planning Guidelines;
C. TESDA Circular No. 15, series of 2020 with subject "Guidelines on
Assessment and Certification under the Philippine TVET Competency
Assessment and Certification System (PTCACS)";
D. TESDA Circular No. 47, series of 2018 on the Implementing Guidelines on
the Implementation of the Portfolio Assessment Leading to Recognition of
Prior Learning within the TESDA Assessment and Certification System;
E. TESDA Circular No. 118 s. 2019 Addendum to the Implementing Guidelines on
the Implementation Portfolio Assessment Leading to Recognition of Prior Learning
(RPL) within the TESDA Assessment and Certification System

Section 1. Rationale/Background

TVET must continuously adapt to the challenges of social, environmental,

economic and global changes, and deploy innovative practices in order to cope
up with the challenges of the future of TVET in the country.

Assessment as one of the methods implemented in the country validates the

competence of a student/candidate. This method is based on the evidences that
prove a person's competence through demonstration of competence, written
tests, question and answer and portfolio / documentation of evidence of outputs
produced in previous jobs, or education and training certificates obtained.

The ILO study on Recognition of Prior Learning (RPL) reveals that the method
of portfolio assessment is widely applied across countries. RPL puts premium on
the outcomes of learning. It acknowledges that learning outcomes can be
acquired in different ways, forms and settings, with a distraction between formal,
non-formal and informal learning contexts.

In line with the agency's effort to continuously perform its mandate and to
continuously upskill the competence of the Filipino work force amidst the
pandemic Covid-19, an innovative method of assessment shall be offered.
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Subject: Operating Procedure on the Conduct of Page 2 of 31 page/s
Portfolio Assessment Number O. , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

Section 2. Scope and Coverage

This Operating Procedure covers the activities involved in the process of

conducting Portfolio Assessment, as follows: orientation of / provision of
information to the candidates-applicants, evaluation of portfolio/accumulated
pieces of evidence demonstrating the individual work outputs over a period of
time, organizing the conduct of portfolio assessment, conduct of portfolio
assessment, review and evaluation of assessment result, submission of report
and publication of results, in the "new normal" state.

This Operating Procedure on Portfolio Assessment shall be the basis for the
activities of the Operating Unit which is the Certification Office for a period of one
(1) year, from the issuance of this Circular.

Section 3. Responsibilities

Director General Shall ensure the maintenance and review of the

documented procedures

Shall appoint the Panel of Portfolio Assessors

National Quality Shall monitor the effectiveness of the procedures
Management through regular review and reporting on the
Committee (NQMC) outcomes
Executive Director, Shall recommend to the Director General,
Certification Office through the NQMC, related policies and
guidelines
Regional Director and Shall review and endorse to Certification Office
Provincial Director the applicant's Portfolio submitted through their
offices.
Shall promote and advocate the program
Certification Office The Certification Office shall facilitate the conduct
of portfolio assessment.

Section 4. Definition of Terms

Applicant an individual who submits documents for

possible recognition of his/her competencies to
acquire a certification.

Assessment Package a set of assessment materials that is used in the

assessment process. It consists of the following;
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Portfolio Assessment NumberOS9 , Series of
2020
Date Issued: Effectivity: Supersedes:
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1) Assessor's Guide; 2) Specific Instructions to

the Candidates; 3) Rating Sheet; and 4) Portfolio
Assessment Results Summary.

Assessment Process the step by step procedure in conducting

assessment.

Assessment Tool the materials containing both the instrument and

the instructions for gathering and interpreting
evidence.

Assessment Verification the process of reviewing assessment

procedures, instruments and results to enhance
the implementation of assessment and address
post-assessment appeals.

Assessor's Guide a set of documents which contains information

that will assist the assessor in the evidence
gathering process.

Candidate an individual seeking recognition of his/her

competencies to acquire a certification.

Certificate of a document issued by the Authority to individuals

Competency (COC) who were assessed as competent in a single unit
or cluster of related units of competency.

Certification the formal process of recognizing that an

individual is qualified in terms of particular
knowledge, skills and attitudes based on industry
standards.

Certified Worker an individual who had been assessed and

certified by TESDA through the acquisition of
competencies of a given qualification.

Competency the possession and application of knowledge,

skills and attitudes to the standard of
performance required in the workplace.
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Portfolio Assessment Number O. , Series of
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Competency the process of collecting evidence and making

Assessment judgments on whether competency has been
achieved.

Competency Standard defines the knowledge, skills and

(CS) attitudes/values required for competent
performance in the workplace.

Designated Assessment a facility appropriately equipped and designated

Venue by the AC where actual assessment may take
place.

Evidence material/s collected which, when matched

against the specifications in the competency
standards, provides proof of competence.

Evidence Plan a document that identifies evidence

requirements and assessment methods to be
used in assessing the candidate of a particular
qualification.

Fairness opportunity given to candidates so as not to

disadvantage because of their situation.

Flexibility opportunity for a candidate to negotiate certain

aspects of their assessment with their assessor

Job/role Environment involves dealing with the responsibilities and

Skills expectations of the work environment when
undertaking a work activity

National Assessment describes the policies governing Assessment

and Certification and Certification Procedure.
Arrangements

National Certificate (NC) a document issued by TESDA to individuals who

have achieved all the required units of
competency of a national qualification defined
under the promulgated Training Regulations.
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Subject: Operating Procedure on the Conduct of Page 5 of 31 page's
Portfolio Assessment Number 04, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

Portfolio is an organized collection of materials providing

evidence of the competencies that were
acquired through experience instead of formal
learning. The portfolio allows the applicant to
contribute actively to the collection of evidence
and contains a combination of tools, which
strengthen the overall validity of the process.
(Source: CEDEFOP, 2015).

Portfolio Assessment are the technical experts who developed the

Panel of Portfolio Competency Assessment Tools duly endorsed
Assessors by the Qualifications and Standards Office are
appointed as National Lead Experts to form part
of the Panel of Portfolio Assessors for a period
of two (2) years. Their respective Appointment(s)
shall be renewed thereafter.

Portfolio Assessment consolidated assessment decisions made by

Results Summary the Panel of Portfolio Assessor which
indicates the overall performance of the
candidate during the assessment process.

Qualification a package of competencies describing a

particular function or job role existing in the
economic sector, covering the work activities
required to undertake a particular job role.

Rating Sheet contains specific questions or activity/ies

developed from the selected assessment
methods and the conditions under which the
assessment should be conducted and recorded.

Recognition of Prior is a process of identifying, documenting,

Learning (RPL) and assessing and certifying formal, non-formal and
Recognition of Current informal learning outcomes against standards
Competency (RCC) used in formal education and training. Thus, RPL
provides an opportunity for people to acquire
qualifications or credits towards a qualification or
exemptions (from all or part of the curriculum, or
even exemption from an academic prerequisite
for entering a formal study program) without
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Portfolio Assessment NumberGi,c9 , Series of
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going through a formal education or training

program.

(Source: Recognition of Prior Learning (RPL):

Learning Package; International Labour Office,
Skills and Employability Branch /Employment
Policy Department. - Geneva: ILO, 2018)

Registry of Workers a record that contains the documentation of the

Assessed and Certified results of assessment and as a basis for national
(RWAC) certification.

Reliability the degree of consistency and accuracy of the

assessment outcomes.

Self-Assessment Guide a pre-assessment tool to help the candidate and

(SAG) the assessor determine what evidence is
available, where gaps exist, including readiness
for assessment.

TESDA Representative an individual officially designated by TESDA to

oversee the conduct of competency assessment
in an Accredited Assessment Center or
Designated Assessment Venue.

TESDA Training a Web-based System developed/designed to

Management facilitate the organized collection, processing,
Information System analysis and dissemination of all Technical-
(T2MIS) Vocational Education and Training (TVET) data.

Validation is the confirmation process made by the Portfolio

Assessor to ensure that learning outcomes or
competencies acquired by the applicant have
been assessed against standards set in
enhanced competency assessment tools and
rubrics for portfolio assessment.

Validity the extent to which the interpretation and use of

assessment outcome can be supported by
evidence.
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Subject: Operating Procedure on the Conduct of Page 7 of 31 page/s
Portfolio Assessment Number ON , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

Section 5. Procedure Flow

Responsible
Key Steps Interfaces
Office

Certification Office Informs applicant on the • TESDA-OP-QSO-02-F07

Regional Office requirements and the process • TESDA-OP-CO-05-F26
Provincial Office of portfolio assessment • TESDA DPA Form 2

• TESDA-OP-QSO-02-F07
T • TESDA-OP-CO-05-F26
• TESDA DPA Form 2
Applicant
• TESDA Circular No. 47 s. 2018
Certification Office Submits application
• TESDA Circular No. 118 s.
Regional Office documents
2019
Provincial Office • TESDA-OP-CO-F01PA
• TESDA-OP-CO-F02PA

ir • TESDA-OP-QSO-02-F07
• TESDA-OP-CO-05-F26
Evaluates completeness and
• TESDA DPA Form 2
correctness of application • TESDA Circular No. 47 s. 2018
Certification Office
documents submitted • TESDA Circular No. 118 s.
2019
• TESDA-OP-CO-F01PA
• TESDA-OP-CO-F02PA
• TESDA-OP-CO-F03PA
• TESDA-OP-CO-F04PA

vir
• TESDA-OP-CO-F05PA
Certification Office Organizes conduct of • TESDA-OP-00-05-F29
Portfolio Assessment

• TESDA-OP-CO-F06PA
V • TESDA-OP-QSO-02-F11
• TESDA-OP-QSO-F08
Organizes conduct of • TESDA-OP-CO-F08PA
Certification Office Portfolio Assessment • TESDA-OP-QS0-02-F07
• TESDA-OP-CO-05-F26
• TESDA Circular no. 47 s.
2018
• TESDA Circular No. 118 s.
2019
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Subject: Operating Procedure on the Conduct of Page 8 of 31 page/s

Portfolio Assessment Number 6V , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

• TESDA-OP-CO-F06PA
• TESDA-OP-QS0-02-F11
Issues NC/CoC • TESDA-OP-QS0-02-F08
Certification Office • TESDA-OP-CO-F07PA
• TESDA-OP-CO-05-F42

Section 6. Procedure Details

6.1. CO/RO/PO shall inform the applicant/s on the requirements and the
process of portfolio assessment.

6.1.1. The CO/RO/PO disseminates information on Portfolio

Assessment either by email, website or any form of social media.

6.1.2. The applicant inquires from the CO/RO/PO about the process on
taking portfolio assessment.

6.1.3. The CO/RO/PO orients the applicant thru telephone, email, viber
or any form of social media, on the following:

a. Portfolio Assessment Requirements Checklist (TESDA-OP-

CO-F01PA);
b. Letter of Intent (TESDA-OP-00--F02PA);
c. Self-Assessment Guide (SAG) (TESDA-OP-Q0-02-F07);
d. Application Form (TESDA-OP-CO-05-F26);
e. TESDA Consent Agreement Form (TESDA DPA Form 2);
f. Assessment and Certification arrangements;
g. Eligibility requirements and Documentary evidences for
submission.
I. Eligibility Requirements:

a. Work experience of five (5) years or more that is relevant

to competencies/qualifications being applied for;
b. Accomplished Self-Assessment Guide (SAG) available
at the TESDA website as part of the self-evaluation
process to help applicant identify key areas and/or
necessary information prior assessment; and
c. Provide appropriate evidences of
competencies/qualifications.
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Portfolio Assessment Number 0—C--q , Series of
2020
Date Issued: Effectivity: Supersedes:
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II. Documentary Evidences:

a. Mandatory:

• Resume — indicating written outline of education or

learning outcomes statements or Informal record of past
learning, achievements and chronological record of
significant learning and work experiences;
• Certificate of Employment with Job Description
indicating number of years employed signed by
employer for wage-employed; For self-employed,
Certification from Client attested by Barangay Chair
indicating number of years conducting business in the
area or BIR Form Number 1701-NF (Account
Information Form engaged in business and trade) or BIR
Form 1901 (for doing business) or Mayor's Business
Permit or any other documentations that may
demonstrate industry experience;
• Video Coverage — showing the applicant
performing/completing tasks relevant to the qualification
applied for; and

b. At least two (2) of the following:

• Work samples — items produced by the applicant

relevant to the applied qualification/competencies;
• Award(s) or Commendation or licenses, Certificates
obtained — honors or rewards or licenses gained
relevant to competencies;
• Photos — showing the applicant
performing/completing tasks relevant to
competencies;
• Training Certificates/Workplace Training Records on
completion of courses/programs related to the
competencies/qualifications being applied for.

6.2. Applicant shall submit application documents.

6.2.1. The applicant accomplishes the Self-Assessment Guide (SAG)

and application form. (TESDA-OP-QSO-02-F07 and TESDA-OP-
CO-05-F26)
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Portfolio Assessment Number a.C9 , Series of
2020
Date Issued: Effectivity: Supersedes:
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6.2.2. The CO/RO/POs evaluates the SAG and the application form.

a. If the SAG shows that the applicant is ready and complies with
the eligibility requirements mentioned in 6.1.3, the CO/RO/PO
Processing Officer advises the applicant to submit the other
documentary evidences/requirements.
b. If the application shows that the applicant has existing CoC, the
CO/RO/PO Processing Officer accesses the candidate's profile
from the T2MIS using the Unique Learner Identifier (ULI) to
determine the remaining Units of Competency required for re-
assessment or if the said qualification had already been
amended, the applicant must undertake assessment or as
provided in the TR.

6.2.3. The applicant who qualifies based on the SAG and the eligibility
requirements submits the documents specified in item 6.1 II,
through email.

6.2.4. In case the application was filed at the RO/PO, the Regional Office
shall endorse the applicant's documents to the Certification Office
or the applicant submits directly thru
[email protected]. The application may be
received by the CO/RO/PO to facilitate the application for
assessment. The application received by the PO shall be
forwarded to the Certification Office, copy furnished the RO.

6.3. CO shall evaluate the completeness and correctness of application

documents submitted.

6.3.1. The CO checks the completeness and correctness of the

application documents.

6.3.2. The CO acknowledges the document submission of applicant for

portfolio assessment. If incomplete, CO informs applicant of the
lacking documents and advises his/her to submit within the set
deadline for submission.(TESDA-OP-CO-F04PA)

6.3.3. The CO Processing Officer verifies authenticity of the documents

submitted by email with the organization / source of documents
(TESDA-OP-CO-F03PA).
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Portfolio Assessment Number b,rg, Series of
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6.3.4. The CO Processing Officer encodes the profile of the prospective

applicants in the T2MIS and assigns Reference Number and
Unique Learners Identification Number.

6.3.5. The CO Processing Officer uploads the verified documents of the

applicants in a Google Drive created for the portfolio assessment.

6.4. CO shall organize the conduct of portfolio assessment.

6.4.1. The CO Processing Officer prepares and submits list of

candidates with the qualifications applied for and the list of Panel
of Portfolio Assessors to the Executive Director of the Certification
Office.

6.4.2. The Secretary appoints the Panel of Portfolio Assessors (TESDA-

OP-CO-F05PA).

a. The technical experts who developed the Competency

Assessment Tools duly endorsed by the Qualifications and
Standards Office shall be appointed as National Lead Experts
to form part of the 3-member Panel of Portfolio Assessors for a
period of two (2) years. Their respective Appointment(s) shall
be renewed thereafter.

b. Assessment and evaluation shall be conducted by the Panel of

Portfolio Assessors mentioned above. The composition of the
Panel of Portfolio Assessors must meet the following criteria:

1. Must be an appointed national lead expert for Portfolio

Assessment.
2. Must be comprised of one (1) expert in the
qualification/sector being assessed while the other two (2)
may be experts of other qualifications/sectors.

6.4.3. The CO Executive Director approves the schedule of assessment.

6.4.4. The CO Processing Officer notifies the panel on the schedule of

assessment on the portfolio of applicants and encodes the
following in the T2MIS:

a. Assessment schedule
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Portfolio Assessment Number C-AS-9, Series of
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b. Assigned Panel of Portfolio Assessors

c. List of candidates

6.4.5. The CO Processing Officer sends the link of documents to the

Panel of Portfolio Assessors for advance information and review
at least five (5) working days before the schedule of assessment.

6.4.6. The CO Executive Director assigns the TESDA Representative

among the CO staff. The TESDA Representative oversees the
conduct of portfolio assessment. (TESDA-OP-CO-05-F29)

6.4.7. The applicant may be asked to attend (by Zoom, Google Meet or
other communication tool) for interview, further clarification on
evidences submitted, if the Panel of Competency Assessors
deemed it necessary.

6.4.8. The CO Processing Officer prepares the following:

a. Candidate documents (hard copy if face-to-face setting,

otherwise, or in online mode, the documents in the Google
Drive will serve as reference);
b. Competency Assessment Results Summary (CARS);
c. Rating sheets corresponding to the number of candidates.

6.5. Conduct of Portfolio Assessment

6.5.1. The CO Processing Officer sets up the online meeting for the
deliberation, sends link to the Panel of Portfolio Assessors and the
candidates, if necessary.

6.5.2. The CO Processing Officer orients the Panel of Assessors on the

scoring guide online (through available online communication
tool).

6.5.3. The TESDA Representative observes the conduct of assessment

and accomplishes the report on assessment proceedings
(TESDA-OP-CO-F07PA)

6.5.4. Conduct of Portfolio Assessment is from evaluation of the

documents to the deliberation among the Panel of Portfolio
Assessors during the scheduled conduct of assessment.
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Portfolio Assessment Number 4,79 , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

6.5.5. The Panel of Portfolio Assessors conducts deliberation on the

documents submitted and interviews candidates, if necessary.

6.5.6. Should candidates and / or third party representatives be asked to

attend for interview by the Panel, Attendance Sheet in PDF file will
be sent to the candidates for his/her signature (through an
electronic signature to confirm the attendance during the
assessment. (TESDA-OP-CO-F06PA). Otherwise, signature of the
members of the Panel shall suffice.

6.5.7. The Panel of Portfolio Assessors:

a. Evaluates the documents of the candidates, including the

verification done by the CO Processing Officer's in terms of the
following rules of evidence:
1. Authentic — if the evidence is the applicant's own work
and is genuine; Evidence is issued by reputable
authority;
2. Valid — if the evidence is related to the current versions
of the TRs; relevant to the elements and performance
criteria, consistent with the range of variables and
evidence guide;
3. Current — if the evidence reflects the applicant's current
knowledge; establishes that the candidate can meet the
elements and performance criteria specified in the
current version of the TRs;
4. Consistent — if the evidence shows that the candidate
consistently meets the standards under the workplace
conditions; incorporate multiple items of evidence;
5. Recent — if the evidence shows the latest training/s and
experience is gained within the last five (5) years relative
to the current version of the TRs;
6. Sufficient — if the evidence covers all the elements,
evidence requirements, dimensions of competency.

b. Reviews the qualification or units of competency to be

assessed.

c. Uses the Assessor's Guide in the evidence gathering process

at all times.
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Portfolio Assessment Number acq, Series of
2020
Date Issued: Effectivity: Supersedes:
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d. Conducts assessment in accordance with the methodologies

specified in the Evidence Plan and Specific Instructions for
Portfolio Assessors.

e. Records on individual Rating Sheets the details of evidence

collected.

6.5.8. The Panel of Portfolio Assessors conducts and completes the

assessment and evaluation of the submitted documents within
five (5) working days from the date of appointment from
Certification Office. The validation process is to ensure the
authenticity/veracity of the submitted documents. The
Rating/Record Sheet shall follow the OP form prescribed in the
Operating Procedure. The validation activities may include the
following:

a. Interview with other third party (such as employer, client, etc.)

— either face to face of via skype or equivalent apps or
telephone interview, or email to validate the information on the
submitted documentary evidence by the Applicant.

b Interview of the Applicants (Optional) — to obtain necessary

information from the applicant with careful questioning aimed at
gathering information to make a decision. The panel of
assessors may require the Applicant to be interviewed to verify
his/her knowledge and skills. After the interview, the Portfolio
Assessors shall likewise provide the candidate clear and
constructive one on one feedback on the results of assessment
and validation. A written Narrative Report on the feedback shall
be prepared by the Panel of Assessors, for candidates who are
not present during the deliberation.

6.5.9. The Panel of Portfolio Assessors:

a. Accomplishes the CARS in electronic format. (TESDA-OP-

QSO-F07)
b. Recommends issuance of National Certificate if candidate is
found competent in all the Cluster of Units of competencies
based on the evidences presented.
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Portfolio Assessment Number acq , Series of
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c. Recommends issuance of Certificate of Competency if

candidate is found Competent in any of the Cluster of Units of
Competency.

d. Recommends re-assessment if candidate is found NOT YET

COMPETENT in all Cluster of Units of Competency.

6.5.10. The Panel of Portfolio Assessors records in the Attendance Sheet

/ List of Candidates the results of the assessment.

6.5.11. Upon completion of the assessment process, the Panel of Portfolio

Assessors accomplishes and affixes e-signatures on the following:

a. Ratings Sheets; and

b. Portfolio Assessment Results Summary (PARS)

6.5.12. The Panel of Portfolio Assessors and the CO Processing Officer

checks consistency of entries in the assessment result column in
the RWAC against the Rating Sheet and CARS, after which they
affix their e-signature in the RWAC.

6.5.13. The AC Manager of the CO accomplishes the Performance

Evaluation Instrument (PEI) for each member at the end of each
assessment and sends copy to the Panel of Assessors.

6.5.14. The TESDA Representative reviews completion of the following

assessment documents and prepares the Assessment Report:

a. Accomplished Application Forms;

b. Accomplished Self-Assessment Guides;
c. Accomplished Rating Sheets; and
d. Accomplished Competency Assessment Results Summary.
e. Assessor's Guide
f. Candidate documents

6.5.15. The TESDA Representative prepares Report on the Assessment

Proceedings at the end of each assessment. (TESDA-OP-CO-
F07PA)

6.6. CO shall issue National Certificate (NC)/Certificate of Competency (COC)

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Portfolio Assessment Number OS9, Series of
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Date Issued: Effectivity: Supersedes:
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6.6.1. The Executive Director of the Certification Office informs the

candidates on the results of the Portfolio Assessment. (TESDA-
OP-CO-F08PA)

6.6.2. The CO Processing Officer assigns Certificate Number to each

successful candidate and updates the record in the T2MIS. The
profile of the worker shall automatically appear in the Online
Registry of Certified Workers.

6.6.3. The CO Processing Officer prepares the National Certificate of the

successful candidate/s according to the guide and procedures in
the issuance of National Certificate in TESDA-OP-CO-05. The
Executive Director countersigns / affixes initials under the name of
the Secretary / Director General on the National Certificate.

6.6.4. The CO Processing Officer sends e-copy of the NC/CoC together

with the Tracking Sheet and PARS to the certified worker on the
result of the assessment electronically. Due to the security feature
of an authentic National Certificate, the serial number of the NC
shall not be provided when transmitted to the worker electronically.

6.6.5. The certified worker returns to Certification Office the PARS and
the duly accomplished Tracking Sheet of the Certified Candidate
to confirm receipt of the NC/COC.

6.6.6. The Certification Office maintains record of NCs/COCs released

to Certified Workers under the Portfolio Assessment.

Section 7. Portfolio Assessment Fee/payment of Assessors

7.1. The assessment and certification under the Portfolio Assessment shall be
provided for free to the candidates. The assessment cost shall be
subsidized by the CO/RO/PO under the CACW Program

7.2. The CO shall submit Qualification Map to SMD for budget allocation.

7.3. The assessment fee of portfolio assessment is P1,500.00 per candidate.

7.4. The amount of P400.00 shall be paid to each member of panel of three
(3) assessors.
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Portfolio Assessment Number Oki9, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

7.5. The remaining P300.00 will be utilized for other expenses of the
CO/RO/PO in conducting the assessment.

Section 8. Risk Management

8.1. The conduct of Portfolio Assessment which shall be done through online
communication has potential risks, such as:
8.1.1. Limited number of applicants due to difficulty of gathering the
evidences at this time of restricted access and mobility;
8.1.2. Unavailability of the Panel of Portfolio Assessors due to limited
connectivity for online meeting / deliberation assessment;
8.1.3. Delay in the verification of documents submitted due to
unavailability of employers and training organizations at this time
of ECQ;

8.2. To mitigate and manage the identified risks, the Operating Unit, the
Certification Office, shall implement Action Plans to be specified in the
Registry of Risks and Opportunities.

Section 9. Monitoring and Evaluation

9.1. The NQMC shall monitor implementation of the Program and report
updates to the undersigned.

This Circular shall take effect as indicated.

!\!
SEC. ISiDRO S LAPENA, PhD, CSEE
Director General
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Portfolio Assessment Number &Cc? , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F01PA

Portfolio Assessment Requirements Checklist

Name of Applicant
Address
Qualification
Contact No.
Email address
Compliant
Remarks
Yes No
1. APPLICATION/SUBMISSION OF EVIDENCE OF
LEARNINGS/COMPETENCIES
a) Eligibility requirements of 5 years or more work
experience

b) Self-Assessment Guide (TESDA-OP-QSO-02-

F07)

c) Application Form (TESDA-OP-CO-05-F26)

2. MANDATORY

d) Resume/ Educational Qualification

e) Certificate of Employment
f) Video coverage
At least two (2) of the following:

g) Work samples

h) Awards, licenses, commendation

i) Training Certificates

j) Affiliations relevant to qualifications

k) TESDA Consent Form (TESDA-DPA Form 2)

(Note: Erasure is not allowed on the submitted checklist of requirements)
General Comments/Remarks:

Prepared by: Noted by:

CO Processing Officer Executive Director

Date: Date:
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 19 of 31 page/s
Portfolio Assessment Number acct , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F02PA

LETTER OF APPLICATION/INTENT

Date

Dear Sir/Madam:

I would like to express my intention to apply for portfolio assessment. Enclosed

are the required documents.

I hope for your immediate action on my application.

Very truly yours,

Signature over Printed Name

(Applicant)

Attachments: (As indicated in Requirements Checklist)

1. Application/Submission of Evidence of Learnings/Competencies

1.1. Eligibility reqts of 5 yrs or more work experience
1.2.Self-Assessment Guide (SAG)
1.3. Application Form

2. Mandatory
2.1. Resume/ Educational Qualification
2.2. Certificate of Employment
2.3.Video coverage
2.4. Work samples
2.5. Awards, licenses, commendation
2.6.Training Certificates
2.7.Affiliations relevant to qualifications
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 20 of 31 page/s
Portfolio Assessment Number CLZ9 , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F03PA

VERIFICATION REQUEST FORM

Dear

Greetings from Technical Education and Skills Development Authority!

We are currently evaluating the application requirements for portfolio assessment

submitted by Mr. RODRIGO T. VALDEZ.

Relative to this, may we request for the VERIFICATION of the below employment
details:

NAME Rodrigo T. Valdez

SCHOOL/COMPANY Hotel De Paz
POSITION Chef de Partie
DURATION 01/08/2007 — 02/09/2012
EVIDENCE
Certificate of Employment (AS ATTACHED)
SUBMITTED

Your immediate assistance will be highly appreciated.

Thank you very much.

Best regards,

(Processing Officer, Portfolio Assessment)

Certification Office, TESDA
5F TESDA Main Building
East Service Rd, South Luzon Expressway,
Taguig City, Phiippines 1630
Tel. no. +63 8815 3360
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 21 of 31 page/s
Portfolio Assessment Number 0S9 , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F04PA

LETTER OF ACKNOWLEDGMENT

Date

NAME OF APPLICANT
Address

Dear

This acknowledges receipt of your application for Portfolio Assessment.

We will evaluate the documents you have submitted and will inform of our
findings within two (2) working days.

If you have any inquiries, you may to call at tel. no. or through
email [email protected].

Very truly yours,

Executive Director
Certification Office
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 22 of 31 page/s
Portfolio Assessment Number 05-9, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F05PA

LETTER OF APPOINTMENT

(Date)

NAME
Company
Company Address

Dear Mr. Dela Cruz:

You are hereby appointed as Panel Member for Portfolio Assessment, effective 01
June 2020 to 01 June 2022.

As such, you are hereby authorized to conduct assessment in accordance with the
Training Regulations for Portfolio Assessment. I expect the Panel Member for Portfolio
Assessment to demonstrate professionalism, discipline and integrity at all times.

More power and keep up the good work!

Very truly yours,

SEC. ISIDRO S LAPENA, PhD, CSEE

Director General

CLN201402004

TESDA-OP-CO-F06-PA
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 23 of 31 page/s
Portfolio Assessment Number O..Q, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

Technical Education and Skills Development Authority

ASSESSMENT AND CERTIFICATION PROGRAM

ATTENDANCE SHEET / LIST OF CANDIDATES

Portfolio Assessment

Date of Assessment:
No CANDIDATE'S Reference Assessment
Signature
NAME Number: Results
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Assessor/s:
TESDA Representative:

Signature over Printed Name

Accreditation Number: Signature over Printed Name

AC Manager:

Signature over Printed Name _

Signature over Printed Name
Accreditation Number:

Signature over Printed Name

Accreditation Number:
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 24 of 31 page/s
Portfolio Assessment Number 0.S'i , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F07PA
REPORT ON ASSESSMENT PROCEEDINGS
Date of Assessment No. of Candidates
Name of Competency Assessor #1
Name of Competency Assessor #2
Name of Competency Assessor #3
Findings and Observations:
Items Yes No Areas for Improvement
1. Competency Assessor has a signed Letter of
Appointment

Assessor #1

Assessor #2

Assessor #3

2. Assessment starts on time

3. Conduct of assessment is in accordance with the
methods identified in the CATs and the OP on Portfolio
Assessment
4. Projects produced by the candidates are in accordance
with the requirements in the CATs.
5. Assessor has the ability to manage the competency
assessment proceedings
6. Assessment Package issued to the Assessor are
completely returned upon completion of assessment
7. Assessment-related documents are accurately
accomplished and submitted promptly after
assessment
• Rating Sheets
• CARS
• Attendance Sheet / List of Candidates
• Application Forms with SAGs
• Assessor's Guide & Specific Instruction to
Candidate
Narrative: (Recommended areas for improvement of items which are not covered or named
above)

Prepared by: Date:

Signature over Printed Name (TESDA Rep)

 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 25 of 31 page/s
Portfolio Assessment Number C4-9, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-F08PA

Performance Evaluation Instrument

Assessor's Name

Qualification
Name of AC Date
Manager Accomplished
INSTRUCTIONS: Put a tick (v) mark in the appropriate column
5— Very Satisfactory 3 — Good
SCALE GUIDE 1 — Poor
4 — Satisfactory 2 — Fair
RATING
ITEM
5 4 3 2 1
1. Physical appearance and composure
(Pangkalahatang anyong pisikal at kung paano magdala sa sarill)
2. Ability to plan and prepare the evidence gathering process
(Kakayahang paghandaan at iayos ang mga pangangailangan sa
pagsusulit)
3. Ability to conduct assessment in accordance with the
methodologies
(Kakayahang ipatupad ang pagsusulit ayon samga itinakdang
panuntunan)
4. Ability to collect appropriate evidence during the conduct of
assessment
(Kakayahang mangalap at sumuri ng mga tamang ebidensya
habang nagbibigay ng pagsusulit
5. Ability to provide clear and constructive feedback to the co-
assessors on the assessment decision
(Kakayahang magbigay ng malinaw at tamang kaukulang opinyon
sa resulta ng pagsusulit)
6. Ability to provide fair, reliable and valid assessment decision
(Kakayahang magbigay ng pantay, ugma at tamang desisyon sa
resulta ng pagsusulit)
Sub - score
FINAL RATING
Signature of Respondent

FOR TESDA USE ONLY

EVALUATOR'S REMARKS:

RECOMMENDATION:
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 26 of 31 page/s
Portfolio Assessment Number OS9 , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

U YES
For re-accreditation 0 For further review
CI NO
TESDA-OP-QSO-02-F07
Rev.No.00-03/01/17

Reference No.
to be filled out by the Processing Officer

SELF ASSESSMENT GUIDE

Qualification:

Assessment Method PORTFOLIO ASSESSMENT

Instruction:
Read each question and check the appropriate column to indicate your answer.
Given five (5) years of work experience in the qualification I
am applying for, Can I comply with the following YES NO
documentary requirements?
• Certificate of Employment
• Educational Qualification
• Video Coverage or Work Related Projects
• Award(s) or Commendation(s) obtained
• Affiliations relevant to qualification
• Professional license or other related National Certificates
• Training Certificates/Workplace Training Records-

1 agree to undertake assessment in the knowledge that information gathered will on y be used
for professional development purposes and can only be accessed by concerned assessment
personnel and my manager/supervisor.

Date:
Candidate's Name & Signature 1
 TESDA CIRULAR

Subject: Operating Procedure on the Conduct of Page 27 of 31 page/s

Portfolio Assessment Number ai-C , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-05-F26
Rev.No.00-03/08/17

41141‘.' TECHNICAL EDUCATION AND SKILLS DEVELOPMENT AUTHORITY

1Tr
bt
Pangasmaan sa Edukasyong Teknikal at Pagpapaunlacl ng Kasanayan

APPLICATION FORM
I REFERENCE NUMBER EL1 I l_ I II I I 1 I II II- I I PICTURE
anicirea'
7.: ' E'r•—• ' • ‘,7••• •.•.'•••;

UNIQUE LEARNERS IDENTIFIER ,ULI. tL

tackgrcund
1 1 1 I - I I I-I I I 1-1 1 I 1 1 I-I 1 1 1
4. Other Training/Seminars Attended (National QuaNfication-related!
w Se firel - oat 3, the Pan., cr., 4/ 42 43 40
IM 14o o• -rotrs

Applicants Signature Date 01 Application

Farm. nfoneelors pdew see Aar. shied

Name of School/Training CenfertComparry:

Address: Licensure Examinadous(s) Passed

2. cd t4
Title of Assessment applied for: de Yaw oaken wrironabon Ve-ale I ,aorc,

a ,..1:...,
,tr... I 3 C0c I 7
1. Client Type
2 TYE" C.d..) Seel 17 *Yr gawk,. 13 Inlaby e7e..r 13 K .• .1 17 7A, (Fore.e .wrotee plena ra• shoe"
2. Profile
2, NNW 6. Competency Assessrnenls) Passed
c• c4
]ANNE Tee C:4,4,xe 7.4, of ts-arce Er..., Cate

re.114.11E
,40....
elOCtt ME s4-4 • - ... .
(Formo.e reams. plume we a..fle thee,
-- atashop 1
Address II
Plumbet. S.. 1 illerantlet D..
I; 1 II ADMISSION SLIP
c l]!Regan De Code
2 3 Mother's Name 12 4 Father Marne
2 5 S. 2 0 ChM Status 2 7 Contact liweber(s) Z S Age. Ecarcabonal
Attainment
2 ; Employment St.. I REFERENCE NUMBER 1.11 1 I ► 1111'11111111
a Aso 3 Srvie T. 2) Semen., Z.,rao.ate 3 Casa
Name of Apple-art TN Peerber
3 Fem. a Maned ki1Tc4e 3 4, F.cf-ocl arae-late 3 Jot 3-der
3 Ode.* E-rad 3 'VET Geadure 3 P•obrio-aoy PICTURE
Assessment Aopired for Mote Rem. Num.
3 Sesame Fax 3 :;otege -eve 3 ..rram. (Passport
sate heed
size)
,FM 3 Cote,. 3rac.ae 3 2. - E.c4cyed To b. accompnahad by rho Po.", Officer
Maw ea Asses... Came,
2 IC Seth dee , trtalw fo.rp.,... I 12 .2 kat Cheo45.1,11.0 ‘caorrereces
3. Work Experience ational Qualification-related)
17 3 A.-ocirphshee 5.40-assesserr-7 3 Sr -q.a4r, 4 eflOre
Vo-trey
Name of Contany Postal rciusree Z.. SaLvy i',..,.. of Acco,tele— ''''' 6 ''' 'I'd"' 3 Three ,2 aces paospor so-4 r.•'-ems
.
3 DI‘es Pts soevf,

tas.srnert Dee Assessment Time

(Fry ',ease Lse secaree

Felted Named Scrx-re of 1P-ooes3,'g .3f,t, Pr,ost ',woe i Sonny.. Yaemcart

Oam 2re

Note P,,,,,, prm Mrs ddnsssson Sltp or, your assessment date.
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 28 of 31 page/s
Portfolio Assessment Number Ca.C'GT , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-DPA Form 2

TESDA CONSENT AGREEMENT FORM

(Assessment)

Do you authorize the Technical Education and Skills Development Authority (TESDA)
to share your career information (such as Full Name, NC/COC Certificate No.,
NC/COC Qualification Details, Date of Issuance, Contact Details and ID Pictures) with
any legitimate party for the following purposes:

• Research
• Training
• Employment
• Advocacy

Kindly check your preference and sign over your printed name below.

❑ Yes, I want to share my career information and expressly give my consent thereto

❑ No, I don't give my consent and I want my career information to be restricted only
for TESDA's use and profiling purposes only

Signature over Printed Name of the

Candidate

Date
 TESDA CIRULAR
Subject: Operating Procedure on the Conduct of Page 29 of 31 page/s
Portfolio Assessment Number (2.1.9 , Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-CO-05-F29
Rev.No.00-03/08/17

LETTER OF ASSIGNMENT

Date

This letter officially designates you as TESDA Representative on ( Date )

for ( Title of Qualification ) at ( name and address of AC/AV ).
Please report to the Assessment CenterNenue as scheduled.

If you have any questions/ queries, please call the undersigned at telephone
number/s

Very truly yours,

Provincial Director

Conforme:

Signature over printed name

of TESDA Representative
 TESDA CIRULAR

Subject: Operating Procedure on the Conduct of Page 30 of 31 page/s

Portfolio Assessment Number aCct, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-QS0-02-F11

TESCA-0P-OS0-02-Fl!
Rev No. 00 oam 1.. I. 7
I
Reference No.

PORTFOLIO RECORD SHEET

Name of candidate

OualificatiOn

Company

Name of Assessor
PART I: Evaluation of Portf000 contents according to the Ru=es of Evidence.

Instruction:
1. Assign a number to the document presentectisubmitte- .c: OR write the number indicated on
the document on the appropriate column opposite each rtern
2. Put a tick t',.-. t mark on the Rules of Evidence columns c000site each document. vt.nere
applicable
3. Only documents that satisfy ALL the Rules shall be used in RATING SHEET.
4. Ail applicable documents must be Certified True Copy by the authorized personnel of the
ssuing organ nation
Rules of Evidence
Portfolio contents No.
presented Doc.
ert ,::-
.4,,,t, Consasterr. Curiert Re‹.:er'.. 11..1ffz,e1--. ',..3110

Curnculurn '.."itae .'

Resume
DiplornatCertificatesr-ran
script of Records
Certificatesof
Employment
'fideo Coverage
..'York Related Proiecm
Awardsts: or
Commenclaoor or ioer,ses,
Cemfic.res oOtair, :,
d
Training
C.-ertificates.'Workpla
F3ining Recxrds
Cerofic.re c.' Aifili at or
o--.31 L'cense
F'rofess,

.verrot. 443 XS 2,,ert

ar,9 yes. Ile)
 TESDA CIRULAR

Subject: Operating Procedure on the Conduct of Page 31 of 31 page/s

Portfolio Assessment Number 0S-9, Series of
2020
Date Issued: Effectivity: Supersedes:
21 May 2020 As Indicated

TESDA-OP-QSO-02-F08

-rsor)A-3P-oso-c2-Foe
Ce, he 00 ])C1 17
Reference No.
,, p. ,‘,..1 up t y Me CO,Petfr.:y 4.44044,0(

Competency Assessment Results Summary (CARS) - TESDA copy

Canc date Name

.t.c,teccs Name
nte at Graaelloation Ctuctec et ,...ntts or
Competer,t,

Praelnotat DIttrlat CIffor Cgs* o'

Attecctrent

Tl-e ey ae,:e: ,..,,, 'lel 2, re ;sodas r tre ..: OA 'Nj 1.4.11, : e trmtetec:, -:
:c.,,-etcce,2-,2 svass-te-: ,,-ettol
Satsteotory tent taticcoe tory
kibeSSrlet7
QUALIFICATION APDU ED FOR
PrAer.t,or.'
T:La D:4,-

= :Fr= :- :
,-arce :-.3 ,, C,,,t to 2.e, t:: :erMOse 'et.; cc:. •:,e; co-pets e -Sence : t S re cs-petecce:
4ztet ,,Irta0C17`i 2er"
cereed r re acme ,-tmboceM Q. "'tato,- C xte cc Um= c• Z-cc-cele,c,
:3 = s t zaarte 2..G+C...: .cc :2,-,::cc e
Re:s•-•-ermatoc . ,3cre met t' C,Y.: C =.1 3sprocetor, m ....idt,,,, ,,,c.,.-,ert 3.7 It-a,:tets-em ; : ::l:'',

cal133e s .7,....131 Ccem meet !Re "eq,o?..: e.--ie"us szr .ir-is-

:la .71E D Y es I D No
.ERA — 5:. ak... 4 - :1, I C Competent C Not Yet Competent
Giknerai Convivints [:-.TeNT.tts mcforervi.4-..s -.:,,o,:c1:

1...memms s :9,r.J.t. : St
...•...'' :g.,,S.re C Se
k::!:!:a• 23 : .2. XXI' 7. Se
--, : CC =X3 : y^"3:-r! : se
>,
CANDIDATES COPY pease ser.t.rt V,: •o•:,• .137' , 3 .-- ,s 7, P. : : : :
i.C...--0..-...,
:.-0Z---P:P•
'r.. l',4 CO 31:: ' '

Reference No.
, CAL,: kJ. jtE 51111 !IS (ITS 1JULFS

Nie.e 7,L'Arcteaft :se ::....et:

rteerCa.e.ts s

1:te::-e, ze:.,:: C Co-pewt I 3 14:,t *tr. :cc-tetec:

3 .), =arse ec teC,COS m .3.-:,..0, sl,ar r 0 =s "e-stet:cec:
=et: -- ec :at:,Imacate Me : e coc I' ....' it McatErc :
1oclIcrs, acci.--e,e: C: :pet'',
ce -et
Stet'',

-et:e3 :,
1.--
1=cm:cc e
se..• ane 7,rv1t

....-...• ene ...ret..... ..,,,,-, 'ma

....:...er.:....7 53
.0b-tib • a, nver.....

:-'3!! .". ., 3:e

Petro c k:Ze:S-ert
C." ' 3 ter ' X