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U.S. Office of Personnel Management
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Ensuring the Federal Government has an effective civilian workforce
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Delegated Examining Operations Handbook
Table of Contents
Introduction
Chapter 1 - OPM and Agency Responsibilities
Section A - What is Delegated Examining Authority?
Section B - OPM Responsibilities
Section C - Agency Responsibilities
Section D - Delegated Examining Training Responsibilities
Section E - References
Chapter 2 - Identifying the Job and its Assessments
Section A - Review Hiring Flexibilities
Temporary Limited Employment
Term Employment
The
Luevano
Consent Decree
Outstanding Scholar
Bilingual/Bicultural
Direct-Hire Authority
Excepted Service Positions, Senior Executive Positions, and Appointments Authorized by Statute
Section B - Conduct A Job Analysis
Section C - Identify Assessment Tools
Assessment Tools
Indicators of Proficiency
Section D - Submit Request to the Delegated Examining Officer
Section E - References
Chapter 3 - Recruit and Announce the Job
Section A - Recruitment
Section B - What is Public Notice?
Section C - Create a Job Announcement
Section D - References
Chapter 4 - Accept and Review Applications
Section A - Accepting Applications
Application Forms
Receiving Applications
Incomplete Applications
Section B - Reviewing Applications
Career Transition Assistance Program Requirements
Citizenship, Veterans’ Preference, Age, And Other Requirements
Qualifications Requirements
Suitability
Section C - References
Chapter 5 - Assess Applicants
Section A - Requirements for Competitive Employment
Section B - Rating the Applicants
Minimum Qualification Requirements
Selective Factors
Quality Ranking Factors
Rating Procedures
Documenting the Rating Process
Section C - Establishing an Inventory
Case Examining
Competitor Inventory
Maintaining a Competitor Inventory
Terminating or Combining Inventories
Issuing Notices of Results
Reconsideration of Rating
Section D - References
Chapter 6 - Certify Eligibles
Section A - Criteria Outlined in the Job Announcement
Geographic Area of Consideration
Interdisciplinary Positions
Dual Certification
Positions Restricted to Veterans
Positions Restricted to One Gender
Section B - Create a Certificate of Eligibles
Ranking the Eligibles
Tied Ratings
Number of Names Certified
Create A Certificate of Eligibles
Section C - Audit a Certificate
Preparing the Certificate for the Audit
Applying the Rule of Three
Applying Category Rating
Documenting the Personnel Action
Section D - Object to An Eligible
Objecting to An Eligible
Passover of a Preference Eligible
Section E - Priority Consideration
Lost Consideration Due to Erroneous Certification
Lost Employment Consideration
Lost Certification
Section F - References
Chapter 7 - Reporting and Accountability
Section A - Safeguarding the Examining Process
Section B - Freedom of Information (FOIA) and Privacy Acts
Section C - Quarterly Workload Reports
Section D - Annual Self-Audits
Section E - OPM Review
Section F - References
Glossary
Appendix A - Sample Interagency Delegated Examining Agreement
Appendix B - Vendor Criteria List
Appendix C - Records Retention and Disposition Schedule
Appendix D - Positions Covered By the Luevano Consent Decree
Appendix E - Handbook for Agency Test Administrators and Test Control Officers
Responsibilities
Test Materials
Administering the Test
Test Security Procedures
Test Security Agreement
Appendix F - Multipurpose Occupational Systems Analysis Inventory- Close-Ended (MOSAIC) Competencies
Professional/Administrative Study Occupations
MOSAIC Competencies: Professional & Administrative Occupations 1996-1997
General Competencies
MOSAIC Competencies: Professional & Administrative Occupations 1996-1997
Technical Competencies
Clerical/Technical Study Occupations
Clerical
Technical
MOSAIC Competencies: Clerical/Technical Study 1993-1994
MOSAIC Competencies: Leadership Effectiveness Study 1992
MOSAIC Competencies: Leadership Update Study 1998
Leading Change
Leading People
Building Coalitions/Communication
Results Driven
Business Acumen
Information Technology Study Occupations and Specialty Titles
Occupations
Specialty Titles
MOSAIC Competencies: Information Technology Study 2000-2001
General Competencies
Technical Competencies
Trades and Labor Study Occupations
MOSAIC Competencies: Trades & Labor Occupational Study (TLOS) 2000-2002
General Competencies
Technical Competencies
Science & Engineering Study Occupations
Science & Engineering Professional Occupations
Science & Engineering Technician Occupations
MOSAIC Competencies: Science and Engineering Occupational Study 2000 – 2002
General Competencies
Technical Competencies
Appendix G - OPM's Job Analysis Methodology
Job Analysis Worksheet for Tasks
Job Analysis Worksheet for Competencies
Job Analysis Worksheet for Task and Competency Linkage
Accomplishments Worksheet
Multiple Choice/Yes-No Rating Schedule Worksheet
Rating Schedule Benchmark Worksheet
Sample Job Analysis Worksheet for Tasks
Sample Job Analysis Worksheet for Competencies
Sample Job Analysis for Task and Competency Linkage
Sample Accomplishments Worksheet
Sample Multiple Choice/Yes-No Rating Schedule Worksheet
Sample Rating Schedule Benchmark Worksheet
Occupational Analysis Scales
Appendix H - Model Agency-Based Accountability Coverage Agenda
Merit Principles and Law
Merit Principle Assessment
Appendix I - CTAP/ICTAP Charts
CTAP Special Selection Consideration
ICTAP Special Selection Consideration
Appendix J - Transmutation Tables for General Schedule Positions
Transmutation Table for Maximum Number of Matching Points (6)
Transmutation Table for Maximum Number of Matching Points (7)
Transmutation Table for Maximum Number of Matching Points (8)
Transmutation Table for Maximum Number of Matching Points (9)
Transmutation Table for Maximum Number of Matching Points (10)
Transmutation Table for Maximum Number of Matching Points (11)
Transmutation Table for Maximum Number of Matching Points (12)
Transmutation Table for Maximum Number of Matching Points (13)
Transmutation Table for Maximum Number of Matching Points (14)
Transmutation Table for Maximum Number of Matching Points (15)
Transmutation Table for Maximum Number of Matching Points (16)
Transmutation Table for Maximum Number of Matching Points (17)
Transmutation Table for Maximum Number of Matching Points (18)
Transmutation Table for Maximum Number of Matching Points (19)
Transmutation Table for Maximum Number of Matching Points (20)
Transmutation Table for Maximum Number of Matching Points (21)
Transmutation Table for Maximum Number of Matching Points (22)
Transmutation Table for Maximum Number of Matching Points (23)
Transmutation Table for Maximum Number of Matching Points (24)
Transmutation Table for Maximum Number of Matching Points (25)
Transmutation Table for Maximum Number of Matching Points (26)
Transmutation Table for Maximum Number of Matching Points (27)
Transmutation Table for Maximum Number of Matching Points (28)
Transmutation Table for Maximum Number of Matching Points (29)
Transmutation Table for Maximum Number of Matching Points (30)
Appendix K - Professional and Scientific Positions
Appendix L - Random Referral Instructions
Random Number List
Appendix M- Instructions for Completing the Delegated Examining Quarterly Workload Report Form
Delegated Examining Quarterly Workload Reporting Form (05/01/02)
Appendix N- Oversight Review Guide