Competency assessment in progress

Audit-Grade Assessment Documentation

Competency Verification Matrix

Document Purpose

This document defines the competency assessment rubrics for each program. Every competency is mapped to specific RTI hours, OJT hours, assessment methods, evaluator roles, and objective pass criteria. These rubrics standardize assessment across all credential partners, program holders, and employer sites — ensuring consistent, verifiable competency validation regardless of delivery location.

Assessment Authority Hierarchy

RTI CompetenciesCredential Partner / Licensed Instructor

Classroom, lab, and module-based competency assessments. Instructor sign-off required.

OJT CompetenciesEmployer Supervisor

Workplace skill verification using structured checklists. Supervisor sign-off required.

Progress OversightProgram Holder

Rubric completion tracking, evaluation checkpoint enforcement, LMS documentation.

Final CompletionElevate (Sponsor)

Final competency validation, credential readiness determination, completion documentation.

Standardized Evaluation Checkpoints

30-Day Evaluation

Initial progress review. RTI attendance, early module completion, OJT orientation verified.

Evaluator: Program Holder + Instructor

Midpoint Evaluation

Competency milestone check. Core skills assessed, OJT skill verification in progress.

Evaluator: Instructor + Employer Supervisor

Final Competency Review

All rubric competencies verified. Certification readiness determination.

Evaluator: Credential Partner + Program Holder

Completion Documentation

Credential issuance confirmed, placement support initiated, file closed.

Evaluator: Elevate (Sponsor)

OJT Skill Verification Checklist Categories

Employers verify OJT competencies using structured checklists (not open-ended comments). Each OJT evaluation covers these standardized categories:

Equipment Operation
Safety Compliance
Task Execution Accuracy
Time Efficiency
Professional Conduct
Documentation Quality

Program Competency Rubrics

Summary rubrics for each program. Programs with dedicated deep-dive rubric pages are linked below.

Barber Apprenticeship

Barber (330.371-010)

12

Competencies

122

RTI Hours

700

OJT Hours

Beginner / Competent / Mastery

Scoring Scale

1. Sanitation & Infection ControlRTI: 15h | OJT: 50h

Assessment

Practical inspection + checklist

Evaluator

Licensed Barber Instructor + Shop Supervisor

Pass Criteria

  • Tool disinfection procedures followed correctly
  • Station sanitation maintained per state board standards
  • Proper cape, razor, and clipper sanitation
  • State board hygiene compliance demonstrated
2. Clipper Control & Fading TechniqueRTI: 12h | OJT: 120h

Assessment

Practical demonstration

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Even fade transitions (0–3 guard progression)
  • Consistent clipper-over-comb technique
  • Blending accuracy on multiple hair textures
  • Client-ready finish quality
3. Shear Cutting FundamentalsRTI: 10h | OJT: 100h

Assessment

Practical demonstration

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Point cutting accuracy
  • Layering technique consistency
  • Texturizing shear usage
  • Symmetry verification
4. Client Consultation & ProfessionalismRTI: 8h | OJT: 60h

Assessment

Observation + role-play

Evaluator

Shop Supervisor + Program Holder

Pass Criteria

  • Professional greeting and consultation process
  • Style recommendation based on face shape and hair type
  • Clear communication of service timeline and pricing
  • Appropriate handling of client concerns
5. Hair Texture & Type HandlingRTI: 10h | OJT: 80h

Assessment

Practical demonstration

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Correct product selection per hair type
  • Appropriate technique adaptation (straight, wavy, curly, coily)
  • Damage prevention awareness
  • Styling finish appropriate to texture
6. Straight Razor ShavingRTI: 12h | OJT: 80h

Assessment

Practical demonstration + safety checklist

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Proper razor angle and pressure
  • Pre-shave preparation (hot towel, lather)
  • Skin irritation prevention technique
  • Post-shave care and aftershave application
7. Chemical Services (Color & Relaxer)RTI: 10h | OJT: 60h

Assessment

Practical demonstration + written exam

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Patch test procedure followed
  • Correct mixing ratios
  • Application timing accuracy
  • Safety protocol compliance
8. Facial Hair Design & Beard GroomingRTI: 8h | OJT: 80h

Assessment

Practical demonstration

Evaluator

Licensed Barber Instructor + Shop Supervisor

Pass Criteria

  • Symmetrical beard shaping
  • Line-up precision
  • Trimmer technique accuracy
  • Client preference incorporation
9. Indiana State Board Exam PreparationRTI: 15h | OJT: 0h

Assessment

Written practice exam + practical mock

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Written exam score ≥ 75%
  • Practical exam procedures completed in sequence
  • Sanitation setup and breakdown per state board protocol
  • Time management within exam constraints
10. Business Operations & Shop ManagementRTI: 8h | OJT: 40h

Assessment

Written assessment + business plan

Evaluator

Program Holder

Pass Criteria

  • Basic bookkeeping understanding
  • Appointment scheduling proficiency
  • Inventory management awareness
  • Client retention strategy articulation
11. Workplace Safety & OSHA ComplianceRTI: 6h | OJT: 30h

Assessment

Written exam + workplace observation

Evaluator

Shop Supervisor

Pass Criteria

  • PPE usage when required
  • Chemical storage compliance
  • Emergency procedure awareness
  • Slip/trip/fall prevention
12. Professional Ethics & Indiana Barber LawRTI: 8h | OJT: 0h

Assessment

Written exam

Evaluator

Licensed Barber Instructor

Pass Criteria

  • Indiana barber law knowledge (IC 25-7)
  • Scope of practice understanding
  • Licensing renewal requirements
  • Professional conduct standards

HVAC Technician

HVAC Installer / Maintenance Technician

10

Competencies

200

RTI Hours

260

OJT Hours

Not Yet Competent / Competent / Proficient

Scoring Scale

1. HVAC Safety & Tool HandlingRTI: 20h | OJT: 80h

Assessment

Practical demonstration + safety checklist

Evaluator

Credential HVAC Instructor + Employer Supervisor

Pass Criteria

  • Proper PPE usage (100%)
  • Correct tool identification and handling
  • OSHA safety compliance demonstrated
  • Lockout/tagout procedure executed correctly
2. Refrigeration FundamentalsRTI: 25h | OJT: 20h

Assessment

Written exam + practical lab

Evaluator

Credential HVAC Instructor

Pass Criteria

  • Refrigeration cycle explanation (written)
  • Pressure-temperature relationship understanding
  • Refrigerant identification and handling
  • EPA 608 practice exam score ≥ 80%
3. HVAC System InstallationRTI: 30h | OJT: 40h

Assessment

Hands-on evaluation

Evaluator

Credential HVAC Instructor + Employer Supervisor

Pass Criteria

  • Correct system component identification
  • Proper ductwork connection
  • Refrigerant line brazing technique
  • System startup procedure followed
4. Electrical Fundamentals for HVACRTI: 25h | OJT: 20h

Assessment

Written exam + practical lab

Evaluator

Credential HVAC Instructor

Pass Criteria

  • Proper wiring basics and circuit reading
  • Multimeter usage proficiency
  • Thermostat configuration accuracy
  • Electrical safety compliance
5. System Diagnostics & TroubleshootingRTI: 30h | OJT: 40h

Assessment

Scenario-based practical evaluation

Evaluator

Employer Supervisor + Credential Instructor

Pass Criteria

  • Diagnostic troubleshooting steps followed in sequence
  • Fault identification accuracy
  • Repair recommendation appropriateness
  • Documentation of findings
6. Preventive Maintenance ProceduresRTI: 15h | OJT: 40h

Assessment

Task-based performance evaluation

Evaluator

Employer Supervisor

Pass Criteria

  • Filter replacement procedure
  • Coil cleaning technique
  • Belt and bearing inspection
  • Maintenance checklist completion accuracy
7. Blueprint Reading & Load CalculationsRTI: 20h | OJT: 0h

Assessment

Written exam + drawing exercise

Evaluator

Credential HVAC Instructor

Pass Criteria

  • HVAC symbol identification
  • Duct layout interpretation
  • Basic load calculation completion
  • Code reference lookup proficiency
8. EPA 608 Certification PreparationRTI: 15h | OJT: 0h

Assessment

Practice exam + EPA 608 exam

Evaluator

EPA-Approved Testing Organization

Pass Criteria

  • Core section score ≥ 70%
  • Type I, II, or III section score ≥ 70%
  • Universal certification achieved (all sections)
  • Refrigerant handling safety demonstrated
9. OSHA 10-Hour Safety CertificationRTI: 10h | OJT: 0h

Assessment

OSHA course completion + exam

Evaluator

OSHA-Authorized Trainer

Pass Criteria

  • All 10 OSHA modules completed
  • Final assessment passed
  • OSHA 10-Hour card issued
  • Hazard recognition demonstrated
10. Customer Service & Work Order DocumentationRTI: 10h | OJT: 20h

Assessment

Role-play + documentation review

Evaluator

Program Holder + Employer Supervisor

Pass Criteria

  • Professional client communication
  • Accurate work order completion
  • Service call documentation standards met
  • Follow-up procedure understanding

Building Technician

Building Maintenance Technician / Facilities Technician

10

Competencies

153

RTI Hours

450

OJT Hours

Not Yet Competent / Competent / Proficient

Scoring Scale

1. Facilities Safety & OSHA ComplianceRTI: 15h | OJT: 40h

Assessment

Written exam + safety walkthrough

Evaluator

Credential Partner Instructor + Employer Supervisor

Pass Criteria

  • PPE selection and usage (100%)
  • Hazard identification on walkthrough
  • OSHA safety signage knowledge
  • Emergency procedure execution
2. Preventive Maintenance & InspectionRTI: 20h | OJT: 80h

Assessment

Task-based performance evaluation

Evaluator

Employer Maintenance Supervisor

Pass Criteria

  • Preventive inspection checklist completion
  • Equipment condition assessment accuracy
  • Maintenance scheduling understanding
  • Work order documentation accuracy
3. Basic Plumbing RepairsRTI: 20h | OJT: 60h

Assessment

Practical demonstration

Evaluator

Credential Partner Instructor + Employer Supervisor

Pass Criteria

  • Faucet and valve repair/replacement
  • Drain clearing technique
  • Toilet mechanism repair
  • Leak identification and temporary repair
4. Basic Electrical TroubleshootingRTI: 20h | OJT: 60h

Assessment

Practical demonstration + safety checklist

Evaluator

Credential Partner Instructor

Pass Criteria

  • Circuit breaker identification and reset
  • Outlet and switch replacement
  • Light fixture replacement
  • Voltage tester usage proficiency
5. Environmental Cleaning & DisinfectionRTI: 16h | OJT: 60h

Assessment

Practical demonstration + checklist

Evaluator

Credential Partner Instructor + Employer Supervisor

Pass Criteria

  • Correct PPE usage (100%)
  • Proper chemical dilution and labeling
  • Surface disinfection protocol in correct sequence
  • OSHA-aligned safety compliance
6. HVAC Basic MaintenanceRTI: 15h | OJT: 40h

Assessment

Practical demonstration

Evaluator

Credential Partner Instructor

Pass Criteria

  • Filter replacement procedure
  • Thermostat basic troubleshooting
  • Air flow assessment
  • When to escalate to HVAC specialist
7. Painting & Drywall RepairRTI: 12h | OJT: 40h

Assessment

Practical demonstration

Evaluator

Employer Supervisor

Pass Criteria

  • Surface preparation technique
  • Drywall patch application and sanding
  • Paint application (brush, roller, spray)
  • Clean finish quality
8. Grounds & Exterior MaintenanceRTI: 10h | OJT: 40h

Assessment

Task-based evaluation

Evaluator

Employer Supervisor

Pass Criteria

  • Snow/ice removal procedures
  • Landscaping basic maintenance
  • Parking lot and walkway inspection
  • Exterior lighting maintenance
9. Work Order Systems & DocumentationRTI: 10h | OJT: 30h

Assessment

System proficiency test + documentation review

Evaluator

Program Holder + Employer Supervisor

Pass Criteria

  • Work order creation and completion
  • Priority classification accuracy
  • Time tracking documentation
  • Tenant/occupant communication standards
10. Building Systems Overview & Code AwarenessRTI: 15h | OJT: 0h

Assessment

Written exam

Evaluator

Credential Partner Instructor

Pass Criteria

  • Fire safety system identification
  • ADA compliance awareness
  • Building code basic knowledge
  • Energy efficiency fundamentals

Rubric Format Standard

All program rubrics follow this standardized format. New programs must use the same structure before being added to the institutional catalog.

Competency Name
Skill Standard (industry-aligned)
RTI Hours (mapped)
OJT Hours (mapped)
Assessment Type (Written / Practical / Observation)
Evaluator Role (Instructor / Employer / Both)
Scoring Scale (program-specific)
Pass Criteria (objective, measurable)
Final Sign-Off Section
LMS Documentation Reference