Classification Refresher Course

Module 1: Applying the Factor Evaluation System (FES) & Narrative System

• Review GS structure, key OPM references, and how FES and narrative systems differ.
• Apply the nine FES factors, primary standard, and job family/occupational standards.
• Follow step-by-step FES procedures to assign factor levels, total points, and convert to grade.
• Recognize narrative factors and when to use narrative standards instead of FES.

Module 2: Writing Evaluation Statements

• Understand when evaluation statements are required and their purpose.
• Use the standard format: references, background, series/title, grade analysis, conclusion.
• Document factor/grade determinations with comparisons and representative examples.
• Produce defensible write-ups that support final pay plan, series, title, and grade.

Module 3: Position Descriptions (PDs) & Statements of Difference (SoD)

• Define OPM’s “standard of adequacy” for PDs and essential PD components.
• Explain SoDs, when to use them, and how they relate to developmental/target PDs.
• Align SoDs with staffing: job analyses, grade-specific KSAs, and recruitment implications.

Module 4: General Schedule Leader Grade Evaluation Guide (GSLGEG)

• Identify coverage and applicability for work leaders/team leaders.
• Apply Parts I and II procedures to evaluate leader duties and determine grade.
• Translate guide criteria into proper titles, series, and grades for leader positions.

Module 5: General Schedule Supervisory Guide (GSSG)

• Understand coverage, format, and the six supervisory factors.
• Evaluate program scope, complexity, and supervisory authorities to assign factor levels.
• Convert factor levels to supervisory grades and document determinations.

Module 6: Classification Issues & Pitfalls

• Discuss current agency challenges and common errors that affect equity and consistency.
• Strengthen documentation practices, precedent use, and quality control checks.
• Surface unresolved topics for targeted discussion and follow-up.

Module 7: Applying What You’ve Learned

• Complete hands-on projects using FES procedures and the GSSG.
• Draft PDs and evaluation statements; refine with peer and instructor feedback.
• Use checklists to QA your work and prepare final classification packages.