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SPECIAL PROBLEM
IN PUBLIC
ADMINISTRATION
GROUP 12
• ALLIZA ANNE M. PARIÑO
• NIMIO LUIS L. BORJA
• CHRISTIAN NAVARRO
• VERONICA M. SANTIAGO
POLICY PAPER ON ISSUES, CAUSES,
and IMPACT OF AN UNTIMELY
RELEASE OF APPROVED FUNDS OF
ERF/RECLASSIFICATION OF TEACHERS
EQUIVALENT RECORD FORM?
RECLASSIFICATION?
ERF – is a permanent record of
teachers of Educational Preparation,
Teaching Experience, and
Professional Activities
RECLASSIFICATION - refers to the
change in the position title requiring
the issuance of appointment with a
corresponding increase in rank and
salary
What is
LEGAL BASES
 Section 14 of Presidential Decree No. 985 dated August
22, 1976 as implemented by the Office of Budget and
Management (OBM) circular letter 84-4 dated May 30,
1984
 MECS Order No. 33, s. 1984
“Equal Pay for Both Trainings and Experience”
The Teacher Preparation Pay Schedule (TPPS)
DECS Order No. 52, s. 1999
Automatic position upgrading is hereby defined as
adjustment of salary given to Teachers I who have had 20
or more years of satisfactory teaching service without the
need to submit an ERF upgrade application
LEGAL BASES
The computation of length of service shall be
included only in years of teaching experience not
credited in the calculation of step increase due to
length of service as provided under Joint CSC-DBM
Circular No. 1, series of 1990.
 e.g.: Teacher I – May 30, 2021 – Step 3
LEGAL BASES
Regional Order No. 3, s. 2020
Submission of ERF and Reclassification of
Positions
20 ERF & 10 Reclassification Applications
Month
 Regional Memorandum No. 82, s. 2021
Implementation of the Regionwide Lumpsum
Appropriations for Approved ERFs, Conversion
to Master Teacher Positions and Reclassification
of Positions
LEGAL BASES
 MEC Order No. 10, s. 1979
“Implementing Rules and Regulations for the System of Career
Progression for Public School Teachers”
 Chapter 6 Manual on Position Classification and Compensation
Scheme for Teaching Positions in the Elementary and
Secondary Schools
 Regional Memorandum No. 58, s. 2017
“Additional Guidelines for Reclassification of Positions”
LEGAL BASES
DepEd Order No. 97, s. 2011
“Revised Guidelines on the Allocation and
Reclassification of School Head Positions”
DECS
Order No.
52, s. 1999
• It has been observed that many teachers retire as
Teacher I despite having served for 20 years or more.
An application of the ERF Scheme should have
upgraded the positions of these teachers. It is
possible that many teachers are unaware of the
opportunities offered by such scheme or do not bother
to apply because of the documentary requirements.
• As a manifestation of the DepEd concern for the
welfare of these teachers and to provide adequate
recognition for dedicating the best years of their life to
teaching, regional/division offices are hereby directed
to upgrade the positions of teachers entitled to
“automatic position upgrading”. – DECS Order No. 52,
s. 1999
• Automatic Position Upgrading is hereby defined as
adjustment of salary given to Teachers I who have
rendered 20 or more years satisfactory teaching
service without the need for filing an application to
ERF upgrading.
DECS
Order No.
52, s. 1999
• The computation of the length of service shall include only
the years of teaching experience which were not credited in
the computation of step increment due to length of service
as provided under Joint CSC-DBM Circular No. 1, s. 1990.
• The salary increase corresponding to the upgrading of the
position shall be effected through the issuance of Notice of
Salary Adjustment by the Schools Division Superintendent
or Head of the School for secondary schools. The teacher
shall be given the salary rate of the new salary grade
corresponding to his designated salary step.
• Division offices are directed to identify the teachers who
meet the length of service requirement provided herein.
Priority shall be given to teachers who meet the length of
service requirement at earlier dates. However, retirable
teachers shall be given priority.
• Certification as to qualified teachers shall be submitted to
the regional director by the division superintendent
concerned as bases for payment in addition to the Notice of
Salary Adjustment and Service Records.
PURPOSE
The primary purpose of the study
is to identify the issues, causes
and impact of an untimely release
of approved funds of
ERF/Reclassification of teachers.
Does the qualification standard
meet the applicants?
Does the list of requirements are
complete, verify and
authenticated?
REQUIREMENTS
2 copies of Endorsement Letter
 4 copies Equivalent Record Form
 1 original copy of Transcript of Records
 1 copy of approval sheet for Thesis (optional)
 1 original copy of MA Curriculum
 1 copy of Certification Authentication and Verification (CAV)
 1 Photocopy of latest approved/attested appointment
EQUIVALENT RECORD FORM (ERF)
(Submit in Five (5) Copies)
Name: _________________________________________ Date of Birth: ______________________ Gender: _____
(Surmane) (Given) (M.I.)
Employee No.: __________________ Authorized Position Title: __________________________
Item No.: ______________________ SG: __________ Authorized Annual Salary: __________________________
I. EDUCATIONAL ATTAINMENT
Masters Degree
(write in full with specialization)
Completed / Earned
Units
(if not completed)
Name of School
Year
Completed
Equivalent
II. YEARS OF TEACHING EXPERIENCE: _______________________________
Private: __________________________________
Public: ___________________________________
III. TRAININGS ATTENDED (Do not fill-up this portion)
Title
Inclusive
Dates
Number of
Hours
Sponsoring Agency
IV. FOR HEAD TEACHER POSITIONS AND OTHER RELATED TEACHING POSITIONS
Years of Experience in Present Position: _____________
V. LATEST PERFORMACE RATING: __________
(Teacher's Signature)
VI. SCHOOLS DIVISION ACTION (For Schools Division Evaluator Only)
REQUIREMENTS
 Latest Performance Rating
1 copy of Notarized List of Teachers together with their item number under the
Supervision of the proposed appointee.
3 copies of Endorsement Letter
4 copies of Plantilla Allocation List
3 copies of Service Record
2 copies updated Personnel Services Itemization and Plantilla of Personnel
(PSIPOP) certified true and correct by the Administrative Officer
DIVISION OF CITY SCHOOLS
City of San Fernando (P)
PLANTILLA ALLOCATION LIST
ITEM NUMBER NAME OF TEACHER
Present Salary
Include Merit If
Any
Adjusted Salary
Effective
Salary Difference Post Audited ERF
Clasified Title of
Position
SALARY RANGE
RA 7078 Per OCPC RA 7078
Per ERF
as Post
Audited
TCH-1 TCH-III 11 13 293,400.00 339,312.00 45,912.00
Prepared By: Certified Correct: Recommending Approval:
AO IV-Personnel Administrative Officer V Assistant Schools Division Superintendent
Officer -In-Charge
Office of the Schools Division Superintendent
Approved:
Masteral Program Related to Teacher Training and Education
Examples of Masteral Program that can be used for the ERF:
 Master of Arts in Education
 Master of Arts in Elementary Education
 Master of Arts in Secondary Education
 Master of Arts in Teaching
 Master of Science in Secondary School Teaching
PROCESSING OF ERF
ERF could be evaluated as Teacher I to Teacher II
1. 20 units in MA
Range Assignment: BSE + 20
2. 20 years service in teaching in Public
School
•If not granted for step increment
BSE + 20
PROCESSING OF ERF
Teacher I to Teacher III / Teacher II to Teacher III
Teacher I to Teacher III : MA degree
If a teacher has a completed academic requirement for the masteral
program plus thesis holder he is qualified for Teacher III position
 Teacher I to Teacher III : MA equivalent
If a teacher has completed academic requirement for masteral
program plus another unit/s to complete the total units of a program
Teacher II to Teacher III : MA degree or MA equivalent
BSE + 20 MA units + MA degree or MA equivalent
For Head Teacher I to Head Teacher II to Head Teacher III at
least 7 teachers to be supervised
Head Teacher I to Head Teacher II : BSE + 20 plus 24 hours of relevant training
Head Teacher I to Teacher III : MA degree plus 24 hours of relevant training
If a teacher has a completed academic requirement for the masteral program plus thesis
holder he is qualified for Head Teacher III position
 Head Teacher I to Head Teacher III : MA equivalent plus 24 hours of relevant training
If a teacher has completed academic requirement for masteral program plus another
unit/s to complete the total units of a program
Head Teacher II to Head Teacher III : MA degree or equivalent plus 24 hours of
relevant training
BSE + 20 MA units + MA degree or MA equivalent
For Special Education Teacher I to Special Education Teacher
II to Special Education Teacher III
 SPET1 to SPET2 : BSE or its equivalent + 20 plus 4 hours of relevant training
 SPET1 to SPET3 : MA degree plus 4 hours of relevant training
If a teacher has a completed academic requirement for the masteral program plus
thesis holder he is qualified for Special Education Teacher III position
 SPET1 to SPET3 : MA equivalent plus 4 hours of relevant training
If a teacher has completed academic requirement for masteral program plus
another unit/s to complete the total units of a program
 SPET2 to SPET3 : MA degree or equivalent plus 4 hours of relevant training
BSE + 20 MA units + MA degree or MA equivalent
SPED TEACHER
QUALIFICATION STANDARDS per DECS Order #5, s. 1997
POSITION EDUCATION EXPERIENCE ELIGIBILITY
SPED
TEACHER I
Bachelor's Degree in Education with specialization in special
education or has a minimum 18 Units of SPED at the graduate level
or one month summer training in SPED conducted at the Philippine
Normal University, University of the Philippines, YMCA open
college, Manila and other recognized institutions through the DECS
DISP or other NGO funding agencies
3 years experience in
providing education
services to children with
special needs
RA 1080
(Teacher)
SPED
TEACHER II
Bachelors' Degree in Education with specialization in special
education with 38 units in Special Education at the Masteral Level
SPED
TEACHER III
MA in SPED or its equivalent
SPED TEACHER
QUALIFICATION STANDARDS per DECS Order #5, s. 1997
POSITION EDUCATION EXPERIENCE ELIGIBILITY
SPED TEACHER I
Bachelor's Degree in Education with specialization in special education or has a minimum
18 Units of SPED at the graduate level or one month summer training in SPED conducted
at the Philippine Normal University, University of the Philippines, YMCA open college,
Manila and other recognized institutions through the DECS DISP or other NGO funding
agencies
3 years experience in providing
education services to children with
special needs
RA 1080 (Teacher)
SPED TEACHER II
Bachelors' Degree in Education with specialization in special education with 38 units in
Special Education at the Masteral Level
SPED TEACHER III MA in SPED or its equivalent
REQUIREMENTS
Endorsement from the Schools Division Superintendent
Justification for the need of the position
Rank list duly signed by the proper authorities
Authenticated Transcipt of Records
Plantilla Allocation List
CSC Form 212
Eligibility/License
Service Records
Performance Rating for the last three years (incurred during present position)
SY__________________________________
SY__________________________________
SY__________________________________
Post Audited Plantilla of Personnel bearing the name of the applicant
bearing the name of the applicant
Certificates of training and Outstanding Accomplishments in the school/district
(acquired during the present position)
Latest Appointment
NAME:
MASTER TEACHER- Elementary
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS
Master Teacher I
BEED or Bachelor's Degree
plus 18 professional units
in Education and 18 Units
for a Master's Degree in
Education or its equivalent
Three (3) years
relevant
experience
At least 25 points in
leadership and potential or
has been a demonstration
teacher on district level plus
15 points in leadership and
potential
RA 1080
(Teacher)
6.6% of the total
number of teachers
in the District
Master Teacher II
BEED or Bachelor's Degree
plus 18 professional units
in Education and 24 Units
for a Master's Degree in
Education or its equivalent
One (1) year as
MT 1
or four (4)
years as
Teacher III
At least 30 points in
leadership and potential or
has been a demonstration
teacher on district level plus
20 points in leadership and
potential
RA 1080
(Teacher)
3.4 % of the total
number of teachers
in the District
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
MASTER TEACHER- Elementary
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS
Master Teacher I
BEED or Bachelor's Degree plus 18
professional units in Education and
18 Units for a Master's Degree in
Education or its equivalent
Three (3) years
relevant experience
At least 25 points in leadership and
potential or has been a demonstration
teacher on district level plus 15 points
in leadership and potential
RA 1080 (Teacher)
6.6% of the total number
of teachers in the District
Master Teacher II
BEED or Bachelor's Degree plus 18
professional units in Education and
24 Units for a Master's Degree in
Education or its equivalent
One (1) year as MT 1
or four (4) years as
Teacher III
At least 30 points in leadership and
potential or has been a demonstration
teacher on district level plus 20 points
in leadership and potential
RA 1080 (Teacher)
3.4 % of the total number
of teachers in the District
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
REQUIREMENTS
Endorsement from the Schools Division Superintendent
Plantilla Allocation List
Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected
Certification of non-availability of item
Justification for the reclassification of position
Duly Accomplished CSC Form 212 (Personal Data Sheet)
Certified, Authenticated and Verified Transcript of Records
Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her
units/diploma during the SYs as indicated in his/her TOR
PRC ID
CSC attested appointment
Service Records
Performance Ratings for the last three (3) rating periods (incurred during present position)
SY__________________________________
SY__________________________________
SY__________________________________
Certificates/Proofs of Outstanding Accomplishment
MASTER TEACHER - Secondary
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS
Master
Teacher I
Bachelor of Secondary Education
or Bachelor's Degree plus 18
professional units in Education
with appropriate major and 18
Units for a Master's Degree in
Education or its equivalent
Three (3)
years
relevant
experience
At least 25 points in leadership
and potential or has been a
demonstration teacher on
district level plus 15 points in
leadership and potential
RA 1080
(Teacher)
5-6 teachers to be
handled
Master
Teacher II
Bachelor of Secondary Education
or Bachelor's Degree plus 18
professional units in Education
with appropriate major and 24
Units for a Master's Degree in
Education or its equivalent
One (1) year
as MT 1
or four (4)
years as
Teacher III
At least 30 points in leadership
and potential or has been a
demonstration teacher on
district level plus 20 points in
leadership and potential
RA 1080
(Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
MASTER TEACHER - Secondary
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS
Master Teacher I
Bachelor of Secondary Education or Bachelor's
Degree plus 18 professional units in Education with
appropriate major and 18 Units for a Master's
Degree in Education or its equivalent
Three (3) years
relevant experience
At least 25 points in leadership and potential or
has been a demonstration teacher on district
level plus 15 points in leadership and potential
RA 1080 (Teacher)
5-6 teachers to be handled
Master Teacher II
Bachelor of Secondary Education or Bachelor's
Degree plus 18 professional units in Education with
appropriate major and 24 Units for a Master's
Degree in Education or its equivalent
One (1) year as MT 1
or four (4) years as
Teacher III
At least 30 points in leasdership and potential
or has been a demonstration teacher on district
level plus 20 points in leadership and potential
RA 1080 (Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
REQUIREMENTS
Endorsement from the Schools Division Superintendent
Plantilla Allocation List
Copy of the latest Post-Audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected
Certification of non-availability of item
Justification for the reclassification of position
Duly Accomplished CSC Form 212 (Personal Data Sheet
Certified, Authenticated and Verified Transcript of Records
Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her
units/diploma during the Sys as indicated in his/her TOR
PRC ID
CSC attested appointment
Service Records
Performance Ratings for the last three (3) rating periods (incurred during present position)
SY__________________________________
SY__________________________________
SY__________________________________
Certificates/Proofs of Outstanding Accomplishment
Certificates of Training recognized by DepED, not used in the immediate previous promotion
Ranklist duly signed by proper authorities/ Division Selection and Promotions Board's Certification on the points
obtained in the Psychological Attributes and Personality Traits assessment
Notarized list of teachers in the school per subject area being recommended
General Class/School Program
Individual/ Daily Teacher's Schedule ( with subject per time schedule) depending on the number of Master Teachers
HEAD TEACHER - Elementary
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS
Head
Teacher I
At least 12 MA Units in the
fields of administration,
supervision, leadership or
management
Three (3) years
teaching experience
and TIC for at least 1
year
24 hours of relevant training
initiated, sanctioned and
approved/recognized by DepEd
not used in the immediate
previous promotion
RA 1080 (Teacher)
6 teachers to be
supervised
Head
Teacher II
At least 24 MA Units in the
fields of administration,
supervision, leadership or
management
Head Teacher for one
(1) year
24 hours of relevant training
initiated, sanctioned and
approved/recognized by DepEd
not used in the immediate
previous promotion
RA 1080 (Teacher)
Head
Teacher III
At least 36 MA Units in the
fields of administration,
supervision, leadership or
management
Head Teacher for two
(2) years
32 hours of relevant training
initiated, sanctioned and
approved/recognized by DepEd
not used in the immediate
previous promotion
RA 1080 (Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
HEAD TEACHER - Elementary
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS
Head
Teacher I
At least 12 MA Units in the fields of
administration, supervision,
leadership or management
Three (3) years teaching
experience and TIC for at least
1 year
24 hours of relevant training initiated,
sanctioned and approved/recognized by
DepEd not used in the immediate previous
promotion
RA 1080 (Teacher)
6 teachers to be supervised
Head
Teacher II
At least 24 MA Units in the fields of
administration, supervision,
leadership or management
Head Teacher for one (1) year
24 hours of relevant training initiated,
sanctioned and approved/recognized by
DepEd not used in the immediate previous
promotion
RA 1080 (Teacher)
Head
Teacher III
At least 36 MA Units in the fields of
administration, supervision,
leadership or management
Head Teacher for two (2) years
32 hours of relevant training initiated,
sanctioned and approved/recognized by
DepEd not used in the immediate previous
promotion
RA 1080 (Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
REQUIREMENTS
Endorsement from the Schools Division Superintendent
Plantilla Allocation List
Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected
Certification of non-availability of item
Justification for the reclassification of position
Duly Accomplished CSC Form 212 (Personal Data Sheet
Certified, Authenticated and Verified Transcript of Records
Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her
units/diploma during the SYs as indicated in his/her TOR
PRC ID
CSC attested appointment
Service Records
Performance Ratings for the last three (3) rating periods (incurred during present position)
SY__________________________________
SY__________________________________
SY__________________________________
Certificates/Proofs of Outstanding Accomplishment
Certificates of Training recognized by DepED, not used in the immediate previous promotion
Position Description Form
HEAD TEACHER -SECONDARY
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS
HEAD
TEACHER I
Bachelor's Degree in Secondary Education; or
Bachelor's Degree with 18 professional
education units with appropriate field of
specialization
TIC for 1 year or
Teacher for 3 years
24 hours of relevant
Training
RA 1080 (Teacher)
7 teachers under the
subject area
HEAD
TEACHER II
BS Secondary Education or Bacherlos'Degree
with 18 professional Education Units with
appropriate field of specialization
Head Teacher for
1year or
Teacher for 4 years
24 hours of relevant
Training
RA 1080 (Teacher)
7 teachers under the
subject area
HEAD
TEACHER III
BS Secondary Education or Bacherlos'Degree
with 18 professional Education Units with
appropriate field of specialization
Head Teacher for 2
years or
Teacher for 5 years
24 hours of relevant
Training
RA 1080 (Teacher)
7 teachers under the
subject area
HEAD
TEACHER IV
BS Secondary Education or Bacherlos'Degree
with 18 professional Education Units with
appropriate field of specialization
Head Teacher for 3
years or
Master Teacher for 2
years
24 hours of relevant
Training
RA 1080 (Teacher)
21 teachers under the
subject area
HEAD
TEACHER V
BS Secondary Education or Bacherlos'Degree
with 18 professional Education Units with
appropriate field of specialization
Head Teacher for 4
years or
Master Teacher for 3
years
24 hours of relevant
Training
RA 1080 (Teacher)
21 teachers under the
subject area
HEAD
TEACHER VI
BS Secondary Education or Bacherlos'Degree
with 18 professional Education Units with
appropriate field of specialization
Head Teacher for 5
years or
Master Teacher for 4
years
24 hours of relevant
Training
RA 1080 (Teacher)
21 teachers under the
subject area
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
HEAD TEACHER -SECONDARY
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS
HEAD
TEACHER I
Bachelor's Degree in Secondary Education; or Bachelor's
Degree with 18 professional education units with
appropriate field of specialization
TIC for 1 year or
Teacher for 3 years
24 hours of relevant
Training
RA 1080 (Teacher)
7 teachers under the subject
area
HEAD
TEACHER II
BS Secondary Education or Bachelors’ Degree with 18
professional Education Units with appropriate field of
specialization
Head Teacher for 1year or
Teacher for 4 years
24 hours of relevant
Training
RA 1080 (Teacher)
7 teachers under the subject
area
HEAD
TEACHER III
BS Secondary Education or Bachelors’ Degree with 18
professional Education Units with appropriate field of
specialization
Head Teacher for 2 years
or
Teacher for 5 years
24 hours of relevant
Training
RA 1080 (Teacher)
7 teachers under the subject
area
HEAD
TEACHER IV
BS Secondary Education or Bachelors’ Degree with 18
professional Education Units with appropriate field of
specialization
Head Teacher for 3 years
or
Master Teacher for 2 years
24 hours of relevant
Training
RA 1080 (Teacher)
21 teachers under the subject
area
HEAD
TEACHER V
BS Secondary Education or Bachelors’ Degree with 18
professional Education Units with appropriate field of
specialization
Head Teacher for 4 years
or
Master Teacher for 3 years
24 hours of relevant
Training
RA 1080 (Teacher)
21 teachers under the subject
area
HEAD
TEACHER VI
BS Secondary Education or Bachelors’ Degree with 18
professional Education Units with appropriate field of
specialization
Head Teacher for 5 years
or
Master Teacher for 4 years
24 hours of relevant
Training
RA 1080 (Teacher)
21 teachers under the subject
area
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
REQUIREMENTS
Endorsement from the Schools Division Superintendent
Plantilla Allocation List
Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected
Certification of non-availability of item
Justification for the reclassification of position
Duly Accomplished CSC Form 212 (Personal Data Sheet)
Certified, Authenticated and Verified Transcript of Records
Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her
units/ diploma during the Sys as indicated in his/her TOR
PRC ID
CSC attested appointment
Service Records
PRINCIPAL
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY
PRINCIPAL I
Master's Degree in
the fields of
administration,
supervision,
leadership or
management
Two (2) years
as Head
Teacher III
(ELEM);
2 yrs as HT VI
(SEC)
48 hours of relevant training
initiated, sanctioned and
approved/recognized by
DepEd not used in the
immediate previous
promotion
RA 1080
(Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive
years
or Outstanding for the last two years from the effectivity of latest appointment
PRINCIPAL
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY
PRINCIPAL II
Master's Degree in the
fields of administration,
supervision, leadership or
management plus 6
Doctoral Units
One (1) year as
Principal I
48 hours of relevant training initiated,
sanctioned and approved/recognized
by DepEd not used in the immediate
previous promotion
RA 1080 (Teacher)
PRINCIPAL III
Master's Degree in the
fields of administration,
supervision, leadership or
management plus 12
Doctoral Units
Two (2) years as
Principal II
56 hours of relevant training initiated,
sanctioned and approved/recognized
by DepEd not used in the immediate
previous promotion
RA 1080 (Teacher)
PRINCIPAL IV
Master's Degree in the
fields of administration,
supervision, leadership or
management plus 24
Doctoral Units
Two (2) years as
Principal III
56 hours of relevant training initiated,
sanctioned and approved/recognized
by DepEd not used in the immediate
previous promotion
RA 1080 (Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
PRINCIPAL
QUALIFICATION STANDARDS
POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY
PRINCIPAL II
Master's Degree in the fields of
administration, supervision,
leadership or management plus 6
Doctoral Units
One (1) year as Principal I
48 hours of relevant training initiated, sanctioned
and approved/recognized by DepEd not used in
the immediate previous promotion
RA 1080 (Teacher)
PRINCIPAL III
Master's Degree in the fields of
administration, supervision,
leadership or management plus 12
Doctoral Units
Two (2) years as Principal
II
56 hours of relevant training initiated, sanctioned
and approved/recognized by DepEd not used in
the immediate previous promotion
RA 1080 (Teacher)
PRINCIPAL IV
Master's Degree in the fields of
administration, supervision,
leadership or management plus 24
Doctoral Units
Two (2) years as Principal
III
56 hours of relevant training initiated, sanctioned
and approved/recognized by DepEd not used in
the immediate previous promotion
RA 1080 (Teacher)
* Performance Rating should be at least Very Satisfactory for the last 3 consecutive years
or Outstanding for the last two years from the effectivity of latest appointment
REQUIREMENTS
Endorsement from the Schools Division Superintendent
Plantilla Allocation List
Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected
Notarized list of teachers with their item number to be handled by the incumbent
Certification of non-availability of item
Justification for the reclassification of position
Duly Accomplished CSC Form 212 (Personal Data Sheet)
Certified, Authenticated and Verified Transcript of Records
Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her
units/ diploma during the SYs as indicated in his/her TOR
PRC ID
CSC attested appointment
DATA ON HOW MANY APPLIED FOR DIFFERENT
TYPES OF UPGRADED
CALENDAR YEAR
ELEMENTARY SECONDARY TOTAL
ERF RECLA ERF RECLA ERF RECLA GT
2019 46 13 81 9 127 22 149
2020 7 0 11 0 18 0 18
2021 (as of Oct. 26) 87 10 103 13 190 23 213
TOTAL 140 23 195 22 335 45 380
DATA ON STATUS OF UPGRADING
LEVEL
TYPS OF
UPGRADING
2019 2020 2021 (as of Oct. 26) TOTAL
A D RA R WA A D FA RA C R WA A D FA RA B R WA A D FA RA R WA C
ELEMENTARY
ERF 44 0 0 0 2 6 0 0 0 1 0 0 50 0 17 0 1 0 3 100 0 17 0 0 5 1
RECLASSIFICATION 10 1 0 1 1 0 0 0 0 0 0 0 9 0 0 0 0 0 1 19 0 0 0 1 2 0
SECONDARY
ERF 80 0 0 0 1 9 0 0 0 0 0 0 67 0 8 0 2 0 1 156 0 8 0 0 2 0
RECLASSIFICATION 6 1 1 0 1 0 0 0 0 0 0 0 7 0 0 0 6 0 0 13 1 0 1 0 1 0
TOTAL
ERF 124 0 0 0 3 15 0 0 0 1 0 0 117 0 0 0 3 0 3 256 0 25 0 0 6 1
RECLASSIFICATION 16 2 1 1 2 0 0 0 0 0 0 0 1 0 0 0 6 0 1 17 1 0 1 1 3 0
LEGEND:
A APPROVED RA REAPPLICATION
D DISAPPROVED R RETURNED
FA FOR FUNDING & APPROVED WA WITHDRAWAL OF APPLICATION
C CANCEL B
BLANK ( STILL IN THE
REGION)
DATA OF ERF/RECLASSIFICATION WITH NOSCA
(Notice of Organization, Staffing and Compensation Action)
CALENDAR YEAR
ELEMENTARY SECONDARY TOTAL
ERF RECLA ERF RECLA ERF RECLA GT
2019 24 2 32 1 56 3 59
2019 (2020) 9 5 23 2 32 7 39
2019 (2021) 6 1 14 0 20 1 21
2020 (2021) 6 0 11 0 17 0 17
2021 (as of Oct. 26) 0 0 0 0 0 0 0
DATA OF ERF/RECLA WITHOUT NOSCA
CALENDAR YEAR
ELEMENTARY SECONDARY TOTAL
ERF RECLA ERF RCLA ERF RECLA GT
2019 5 2 10 3 15 5 20
2020 0 0 0 0 0 0 0
2021 (as of Oct. 26) 84 9 102 13 186 22 208
TOTAL 89 11 112 16 201 27 228
FISHBONE DIAGRAM
ISSUES, CAUSES, AND
IMPACT OF AN
UNTIMELY RELEASE OF
APPROVED FUNDS OF
ERF/RECLASSIFICATION
OF TEACHERS
MANPOWER/PEOPLE
education
MATERIALS
METHODS/PROCESS
problem
delay of approval
issuance of appointment
Issuance of NOSCA (Notice of
Organization, Staffing and Compensation Action
lack of requirements
limit of budget
FISHBONE ANALYSIS
PEOPLE
• lack of education no
masteral
unit/degree or lack
of unit earned in
masteral degree.
MATERIALS
• lack of
requirements or
there are some
deficiency on the
requirements
submitted.
• late issuance of
NOSCA
• limited allocated
budget
METHODS/PROCESS
• delay of approval
of documents
caused by
deficiency
• no NOSCA and
budget no issuance
of appointment
RECOMMENDATION
MANPOWER/PEOPLE
•Seek professional growth through taking
masteral degree for them to upgrade their
position and salary.
•Orientation on the qualification standards for
each position applied as well as the
requirements for ERF and reclassification.
RECOMMENDATION
MATERIALS
•Furnish copy of list of requirements to be
guided.
•Constant follow-up for the provision of
NOSCA and budget to the DBM.
RECOMMENDATION
METHODS/PROCESS
•Issue an advice to all approved
ERF/Reclassification for preparation of needed
documents for issuance of appointment while
waiting for their NOSCA.
REFERENCES
• https://www.dbm.gov.ph/wp-content/uploads/2012/03/Manual-on-PCC-Chapter-6.pdf
• https://www.officialgazette.gov.ph/1976/08/22/presidential-decree-no-985-s-1976/
• MECS Order No. 33, s. 1984
• Regional Order No. 1, s. 2019
• DECS Order No. 52, s. 1999
• Regional Order No. 3, s. 2020
• Regional Memorandum No. 82, s. 2021
• MEC Order No. 10, s. 1979
• Chapter 6 Manual
• Regional Memorandum No. 58, s. 2017
• Regional Order No. 1, s. 2019
• DepEd Order No. 97, s. 2011
THANK YOU

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POLICY PAPER ON ISSUES, CAUSES, and IMPACT OF AN UNTIMELY RELEASE OF APPROVED FUNDS OF ERFRECLASSIFICATION OF TEACHERS FINAL-policy-paper-ppt-1.pptx

  • 1. SPECIAL PROBLEM IN PUBLIC ADMINISTRATION GROUP 12 • ALLIZA ANNE M. PARIÑO • NIMIO LUIS L. BORJA • CHRISTIAN NAVARRO • VERONICA M. SANTIAGO
  • 2. POLICY PAPER ON ISSUES, CAUSES, and IMPACT OF AN UNTIMELY RELEASE OF APPROVED FUNDS OF ERF/RECLASSIFICATION OF TEACHERS
  • 3. EQUIVALENT RECORD FORM? RECLASSIFICATION? ERF – is a permanent record of teachers of Educational Preparation, Teaching Experience, and Professional Activities RECLASSIFICATION - refers to the change in the position title requiring the issuance of appointment with a corresponding increase in rank and salary What is
  • 4. LEGAL BASES  Section 14 of Presidential Decree No. 985 dated August 22, 1976 as implemented by the Office of Budget and Management (OBM) circular letter 84-4 dated May 30, 1984  MECS Order No. 33, s. 1984 “Equal Pay for Both Trainings and Experience” The Teacher Preparation Pay Schedule (TPPS) DECS Order No. 52, s. 1999 Automatic position upgrading is hereby defined as adjustment of salary given to Teachers I who have had 20 or more years of satisfactory teaching service without the need to submit an ERF upgrade application
  • 5. LEGAL BASES The computation of length of service shall be included only in years of teaching experience not credited in the calculation of step increase due to length of service as provided under Joint CSC-DBM Circular No. 1, series of 1990.  e.g.: Teacher I – May 30, 2021 – Step 3
  • 6. LEGAL BASES Regional Order No. 3, s. 2020 Submission of ERF and Reclassification of Positions 20 ERF & 10 Reclassification Applications Month  Regional Memorandum No. 82, s. 2021 Implementation of the Regionwide Lumpsum Appropriations for Approved ERFs, Conversion to Master Teacher Positions and Reclassification of Positions
  • 7. LEGAL BASES  MEC Order No. 10, s. 1979 “Implementing Rules and Regulations for the System of Career Progression for Public School Teachers”  Chapter 6 Manual on Position Classification and Compensation Scheme for Teaching Positions in the Elementary and Secondary Schools  Regional Memorandum No. 58, s. 2017 “Additional Guidelines for Reclassification of Positions”
  • 8. LEGAL BASES DepEd Order No. 97, s. 2011 “Revised Guidelines on the Allocation and Reclassification of School Head Positions”
  • 9. DECS Order No. 52, s. 1999 • It has been observed that many teachers retire as Teacher I despite having served for 20 years or more. An application of the ERF Scheme should have upgraded the positions of these teachers. It is possible that many teachers are unaware of the opportunities offered by such scheme or do not bother to apply because of the documentary requirements. • As a manifestation of the DepEd concern for the welfare of these teachers and to provide adequate recognition for dedicating the best years of their life to teaching, regional/division offices are hereby directed to upgrade the positions of teachers entitled to “automatic position upgrading”. – DECS Order No. 52, s. 1999 • Automatic Position Upgrading is hereby defined as adjustment of salary given to Teachers I who have rendered 20 or more years satisfactory teaching service without the need for filing an application to ERF upgrading.
  • 10. DECS Order No. 52, s. 1999 • The computation of the length of service shall include only the years of teaching experience which were not credited in the computation of step increment due to length of service as provided under Joint CSC-DBM Circular No. 1, s. 1990. • The salary increase corresponding to the upgrading of the position shall be effected through the issuance of Notice of Salary Adjustment by the Schools Division Superintendent or Head of the School for secondary schools. The teacher shall be given the salary rate of the new salary grade corresponding to his designated salary step. • Division offices are directed to identify the teachers who meet the length of service requirement provided herein. Priority shall be given to teachers who meet the length of service requirement at earlier dates. However, retirable teachers shall be given priority. • Certification as to qualified teachers shall be submitted to the regional director by the division superintendent concerned as bases for payment in addition to the Notice of Salary Adjustment and Service Records.
  • 11. PURPOSE The primary purpose of the study is to identify the issues, causes and impact of an untimely release of approved funds of ERF/Reclassification of teachers. Does the qualification standard meet the applicants? Does the list of requirements are complete, verify and authenticated?
  • 12. REQUIREMENTS 2 copies of Endorsement Letter  4 copies Equivalent Record Form  1 original copy of Transcript of Records  1 copy of approval sheet for Thesis (optional)  1 original copy of MA Curriculum  1 copy of Certification Authentication and Verification (CAV)  1 Photocopy of latest approved/attested appointment
  • 13. EQUIVALENT RECORD FORM (ERF) (Submit in Five (5) Copies) Name: _________________________________________ Date of Birth: ______________________ Gender: _____ (Surmane) (Given) (M.I.) Employee No.: __________________ Authorized Position Title: __________________________ Item No.: ______________________ SG: __________ Authorized Annual Salary: __________________________ I. EDUCATIONAL ATTAINMENT Masters Degree (write in full with specialization) Completed / Earned Units (if not completed) Name of School Year Completed Equivalent II. YEARS OF TEACHING EXPERIENCE: _______________________________ Private: __________________________________ Public: ___________________________________ III. TRAININGS ATTENDED (Do not fill-up this portion) Title Inclusive Dates Number of Hours Sponsoring Agency IV. FOR HEAD TEACHER POSITIONS AND OTHER RELATED TEACHING POSITIONS Years of Experience in Present Position: _____________ V. LATEST PERFORMACE RATING: __________ (Teacher's Signature) VI. SCHOOLS DIVISION ACTION (For Schools Division Evaluator Only)
  • 14. REQUIREMENTS  Latest Performance Rating 1 copy of Notarized List of Teachers together with their item number under the Supervision of the proposed appointee. 3 copies of Endorsement Letter 4 copies of Plantilla Allocation List 3 copies of Service Record 2 copies updated Personnel Services Itemization and Plantilla of Personnel (PSIPOP) certified true and correct by the Administrative Officer
  • 15. DIVISION OF CITY SCHOOLS City of San Fernando (P) PLANTILLA ALLOCATION LIST ITEM NUMBER NAME OF TEACHER Present Salary Include Merit If Any Adjusted Salary Effective Salary Difference Post Audited ERF Clasified Title of Position SALARY RANGE RA 7078 Per OCPC RA 7078 Per ERF as Post Audited TCH-1 TCH-III 11 13 293,400.00 339,312.00 45,912.00 Prepared By: Certified Correct: Recommending Approval: AO IV-Personnel Administrative Officer V Assistant Schools Division Superintendent Officer -In-Charge Office of the Schools Division Superintendent Approved:
  • 16. Masteral Program Related to Teacher Training and Education Examples of Masteral Program that can be used for the ERF:  Master of Arts in Education  Master of Arts in Elementary Education  Master of Arts in Secondary Education  Master of Arts in Teaching  Master of Science in Secondary School Teaching
  • 17. PROCESSING OF ERF ERF could be evaluated as Teacher I to Teacher II 1. 20 units in MA Range Assignment: BSE + 20 2. 20 years service in teaching in Public School •If not granted for step increment BSE + 20
  • 18. PROCESSING OF ERF Teacher I to Teacher III / Teacher II to Teacher III Teacher I to Teacher III : MA degree If a teacher has a completed academic requirement for the masteral program plus thesis holder he is qualified for Teacher III position  Teacher I to Teacher III : MA equivalent If a teacher has completed academic requirement for masteral program plus another unit/s to complete the total units of a program Teacher II to Teacher III : MA degree or MA equivalent BSE + 20 MA units + MA degree or MA equivalent
  • 19. For Head Teacher I to Head Teacher II to Head Teacher III at least 7 teachers to be supervised Head Teacher I to Head Teacher II : BSE + 20 plus 24 hours of relevant training Head Teacher I to Teacher III : MA degree plus 24 hours of relevant training If a teacher has a completed academic requirement for the masteral program plus thesis holder he is qualified for Head Teacher III position  Head Teacher I to Head Teacher III : MA equivalent plus 24 hours of relevant training If a teacher has completed academic requirement for masteral program plus another unit/s to complete the total units of a program Head Teacher II to Head Teacher III : MA degree or equivalent plus 24 hours of relevant training BSE + 20 MA units + MA degree or MA equivalent
  • 20. For Special Education Teacher I to Special Education Teacher II to Special Education Teacher III  SPET1 to SPET2 : BSE or its equivalent + 20 plus 4 hours of relevant training  SPET1 to SPET3 : MA degree plus 4 hours of relevant training If a teacher has a completed academic requirement for the masteral program plus thesis holder he is qualified for Special Education Teacher III position  SPET1 to SPET3 : MA equivalent plus 4 hours of relevant training If a teacher has completed academic requirement for masteral program plus another unit/s to complete the total units of a program  SPET2 to SPET3 : MA degree or equivalent plus 4 hours of relevant training BSE + 20 MA units + MA degree or MA equivalent
  • 21. SPED TEACHER QUALIFICATION STANDARDS per DECS Order #5, s. 1997 POSITION EDUCATION EXPERIENCE ELIGIBILITY SPED TEACHER I Bachelor's Degree in Education with specialization in special education or has a minimum 18 Units of SPED at the graduate level or one month summer training in SPED conducted at the Philippine Normal University, University of the Philippines, YMCA open college, Manila and other recognized institutions through the DECS DISP or other NGO funding agencies 3 years experience in providing education services to children with special needs RA 1080 (Teacher) SPED TEACHER II Bachelors' Degree in Education with specialization in special education with 38 units in Special Education at the Masteral Level SPED TEACHER III MA in SPED or its equivalent
  • 22. SPED TEACHER QUALIFICATION STANDARDS per DECS Order #5, s. 1997 POSITION EDUCATION EXPERIENCE ELIGIBILITY SPED TEACHER I Bachelor's Degree in Education with specialization in special education or has a minimum 18 Units of SPED at the graduate level or one month summer training in SPED conducted at the Philippine Normal University, University of the Philippines, YMCA open college, Manila and other recognized institutions through the DECS DISP or other NGO funding agencies 3 years experience in providing education services to children with special needs RA 1080 (Teacher) SPED TEACHER II Bachelors' Degree in Education with specialization in special education with 38 units in Special Education at the Masteral Level SPED TEACHER III MA in SPED or its equivalent REQUIREMENTS Endorsement from the Schools Division Superintendent Justification for the need of the position Rank list duly signed by the proper authorities Authenticated Transcipt of Records Plantilla Allocation List CSC Form 212 Eligibility/License Service Records Performance Rating for the last three years (incurred during present position) SY__________________________________ SY__________________________________ SY__________________________________ Post Audited Plantilla of Personnel bearing the name of the applicant bearing the name of the applicant Certificates of training and Outstanding Accomplishments in the school/district (acquired during the present position) Latest Appointment NAME:
  • 23. MASTER TEACHER- Elementary QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS Master Teacher I BEED or Bachelor's Degree plus 18 professional units in Education and 18 Units for a Master's Degree in Education or its equivalent Three (3) years relevant experience At least 25 points in leadership and potential or has been a demonstration teacher on district level plus 15 points in leadership and potential RA 1080 (Teacher) 6.6% of the total number of teachers in the District Master Teacher II BEED or Bachelor's Degree plus 18 professional units in Education and 24 Units for a Master's Degree in Education or its equivalent One (1) year as MT 1 or four (4) years as Teacher III At least 30 points in leadership and potential or has been a demonstration teacher on district level plus 20 points in leadership and potential RA 1080 (Teacher) 3.4 % of the total number of teachers in the District * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment
  • 24. MASTER TEACHER- Elementary QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS Master Teacher I BEED or Bachelor's Degree plus 18 professional units in Education and 18 Units for a Master's Degree in Education or its equivalent Three (3) years relevant experience At least 25 points in leadership and potential or has been a demonstration teacher on district level plus 15 points in leadership and potential RA 1080 (Teacher) 6.6% of the total number of teachers in the District Master Teacher II BEED or Bachelor's Degree plus 18 professional units in Education and 24 Units for a Master's Degree in Education or its equivalent One (1) year as MT 1 or four (4) years as Teacher III At least 30 points in leadership and potential or has been a demonstration teacher on district level plus 20 points in leadership and potential RA 1080 (Teacher) 3.4 % of the total number of teachers in the District * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment REQUIREMENTS Endorsement from the Schools Division Superintendent Plantilla Allocation List Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected Certification of non-availability of item Justification for the reclassification of position Duly Accomplished CSC Form 212 (Personal Data Sheet) Certified, Authenticated and Verified Transcript of Records Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her units/diploma during the SYs as indicated in his/her TOR PRC ID CSC attested appointment Service Records Performance Ratings for the last three (3) rating periods (incurred during present position) SY__________________________________ SY__________________________________ SY__________________________________ Certificates/Proofs of Outstanding Accomplishment
  • 25. MASTER TEACHER - Secondary QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS Master Teacher I Bachelor of Secondary Education or Bachelor's Degree plus 18 professional units in Education with appropriate major and 18 Units for a Master's Degree in Education or its equivalent Three (3) years relevant experience At least 25 points in leadership and potential or has been a demonstration teacher on district level plus 15 points in leadership and potential RA 1080 (Teacher) 5-6 teachers to be handled Master Teacher II Bachelor of Secondary Education or Bachelor's Degree plus 18 professional units in Education with appropriate major and 24 Units for a Master's Degree in Education or its equivalent One (1) year as MT 1 or four (4) years as Teacher III At least 30 points in leadership and potential or has been a demonstration teacher on district level plus 20 points in leadership and potential RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment
  • 26. MASTER TEACHER - Secondary QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE ADDITIONAL REQUIREMENTS ELIGIBILITY NO. OF TEACHERS Master Teacher I Bachelor of Secondary Education or Bachelor's Degree plus 18 professional units in Education with appropriate major and 18 Units for a Master's Degree in Education or its equivalent Three (3) years relevant experience At least 25 points in leadership and potential or has been a demonstration teacher on district level plus 15 points in leadership and potential RA 1080 (Teacher) 5-6 teachers to be handled Master Teacher II Bachelor of Secondary Education or Bachelor's Degree plus 18 professional units in Education with appropriate major and 24 Units for a Master's Degree in Education or its equivalent One (1) year as MT 1 or four (4) years as Teacher III At least 30 points in leasdership and potential or has been a demonstration teacher on district level plus 20 points in leadership and potential RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment REQUIREMENTS Endorsement from the Schools Division Superintendent Plantilla Allocation List Copy of the latest Post-Audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected Certification of non-availability of item Justification for the reclassification of position Duly Accomplished CSC Form 212 (Personal Data Sheet Certified, Authenticated and Verified Transcript of Records Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her units/diploma during the Sys as indicated in his/her TOR PRC ID CSC attested appointment Service Records Performance Ratings for the last three (3) rating periods (incurred during present position) SY__________________________________ SY__________________________________ SY__________________________________ Certificates/Proofs of Outstanding Accomplishment Certificates of Training recognized by DepED, not used in the immediate previous promotion Ranklist duly signed by proper authorities/ Division Selection and Promotions Board's Certification on the points obtained in the Psychological Attributes and Personality Traits assessment Notarized list of teachers in the school per subject area being recommended General Class/School Program Individual/ Daily Teacher's Schedule ( with subject per time schedule) depending on the number of Master Teachers
  • 27. HEAD TEACHER - Elementary QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS Head Teacher I At least 12 MA Units in the fields of administration, supervision, leadership or management Three (3) years teaching experience and TIC for at least 1 year 24 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) 6 teachers to be supervised Head Teacher II At least 24 MA Units in the fields of administration, supervision, leadership or management Head Teacher for one (1) year 24 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) Head Teacher III At least 36 MA Units in the fields of administration, supervision, leadership or management Head Teacher for two (2) years 32 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment
  • 28. HEAD TEACHER - Elementary QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS Head Teacher I At least 12 MA Units in the fields of administration, supervision, leadership or management Three (3) years teaching experience and TIC for at least 1 year 24 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) 6 teachers to be supervised Head Teacher II At least 24 MA Units in the fields of administration, supervision, leadership or management Head Teacher for one (1) year 24 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) Head Teacher III At least 36 MA Units in the fields of administration, supervision, leadership or management Head Teacher for two (2) years 32 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment REQUIREMENTS Endorsement from the Schools Division Superintendent Plantilla Allocation List Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected Certification of non-availability of item Justification for the reclassification of position Duly Accomplished CSC Form 212 (Personal Data Sheet Certified, Authenticated and Verified Transcript of Records Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her units/diploma during the SYs as indicated in his/her TOR PRC ID CSC attested appointment Service Records Performance Ratings for the last three (3) rating periods (incurred during present position) SY__________________________________ SY__________________________________ SY__________________________________ Certificates/Proofs of Outstanding Accomplishment Certificates of Training recognized by DepED, not used in the immediate previous promotion Position Description Form
  • 29. HEAD TEACHER -SECONDARY QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS HEAD TEACHER I Bachelor's Degree in Secondary Education; or Bachelor's Degree with 18 professional education units with appropriate field of specialization TIC for 1 year or Teacher for 3 years 24 hours of relevant Training RA 1080 (Teacher) 7 teachers under the subject area HEAD TEACHER II BS Secondary Education or Bacherlos'Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 1year or Teacher for 4 years 24 hours of relevant Training RA 1080 (Teacher) 7 teachers under the subject area HEAD TEACHER III BS Secondary Education or Bacherlos'Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 2 years or Teacher for 5 years 24 hours of relevant Training RA 1080 (Teacher) 7 teachers under the subject area HEAD TEACHER IV BS Secondary Education or Bacherlos'Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 3 years or Master Teacher for 2 years 24 hours of relevant Training RA 1080 (Teacher) 21 teachers under the subject area HEAD TEACHER V BS Secondary Education or Bacherlos'Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 4 years or Master Teacher for 3 years 24 hours of relevant Training RA 1080 (Teacher) 21 teachers under the subject area HEAD TEACHER VI BS Secondary Education or Bacherlos'Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 5 years or Master Teacher for 4 years 24 hours of relevant Training RA 1080 (Teacher) 21 teachers under the subject area * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment
  • 30. HEAD TEACHER -SECONDARY QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY NO. OF TEACHERS HEAD TEACHER I Bachelor's Degree in Secondary Education; or Bachelor's Degree with 18 professional education units with appropriate field of specialization TIC for 1 year or Teacher for 3 years 24 hours of relevant Training RA 1080 (Teacher) 7 teachers under the subject area HEAD TEACHER II BS Secondary Education or Bachelors’ Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 1year or Teacher for 4 years 24 hours of relevant Training RA 1080 (Teacher) 7 teachers under the subject area HEAD TEACHER III BS Secondary Education or Bachelors’ Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 2 years or Teacher for 5 years 24 hours of relevant Training RA 1080 (Teacher) 7 teachers under the subject area HEAD TEACHER IV BS Secondary Education or Bachelors’ Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 3 years or Master Teacher for 2 years 24 hours of relevant Training RA 1080 (Teacher) 21 teachers under the subject area HEAD TEACHER V BS Secondary Education or Bachelors’ Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 4 years or Master Teacher for 3 years 24 hours of relevant Training RA 1080 (Teacher) 21 teachers under the subject area HEAD TEACHER VI BS Secondary Education or Bachelors’ Degree with 18 professional Education Units with appropriate field of specialization Head Teacher for 5 years or Master Teacher for 4 years 24 hours of relevant Training RA 1080 (Teacher) 21 teachers under the subject area * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment REQUIREMENTS Endorsement from the Schools Division Superintendent Plantilla Allocation List Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected Certification of non-availability of item Justification for the reclassification of position Duly Accomplished CSC Form 212 (Personal Data Sheet) Certified, Authenticated and Verified Transcript of Records Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her units/ diploma during the Sys as indicated in his/her TOR PRC ID CSC attested appointment Service Records
  • 31. PRINCIPAL QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY PRINCIPAL I Master's Degree in the fields of administration, supervision, leadership or management Two (2) years as Head Teacher III (ELEM); 2 yrs as HT VI (SEC) 48 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment
  • 32. PRINCIPAL QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY PRINCIPAL II Master's Degree in the fields of administration, supervision, leadership or management plus 6 Doctoral Units One (1) year as Principal I 48 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) PRINCIPAL III Master's Degree in the fields of administration, supervision, leadership or management plus 12 Doctoral Units Two (2) years as Principal II 56 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) PRINCIPAL IV Master's Degree in the fields of administration, supervision, leadership or management plus 24 Doctoral Units Two (2) years as Principal III 56 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment
  • 33. PRINCIPAL QUALIFICATION STANDARDS POSITION EDUCATION EXPERIENCE TRAINING ELIGIBILITY PRINCIPAL II Master's Degree in the fields of administration, supervision, leadership or management plus 6 Doctoral Units One (1) year as Principal I 48 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) PRINCIPAL III Master's Degree in the fields of administration, supervision, leadership or management plus 12 Doctoral Units Two (2) years as Principal II 56 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) PRINCIPAL IV Master's Degree in the fields of administration, supervision, leadership or management plus 24 Doctoral Units Two (2) years as Principal III 56 hours of relevant training initiated, sanctioned and approved/recognized by DepEd not used in the immediate previous promotion RA 1080 (Teacher) * Performance Rating should be at least Very Satisfactory for the last 3 consecutive years or Outstanding for the last two years from the effectivity of latest appointment REQUIREMENTS Endorsement from the Schools Division Superintendent Plantilla Allocation List Copy of the latest post-audited Personal Services Itemization and Plantilla of Personnel (PSIPOP) where the item is reflected Notarized list of teachers with their item number to be handled by the incumbent Certification of non-availability of item Justification for the reclassification of position Duly Accomplished CSC Form 212 (Personal Data Sheet) Certified, Authenticated and Verified Transcript of Records Notarized self-certification that the applicant officially enrolled/ personally attended and obtained his/her units/ diploma during the SYs as indicated in his/her TOR PRC ID CSC attested appointment
  • 34. DATA ON HOW MANY APPLIED FOR DIFFERENT TYPES OF UPGRADED CALENDAR YEAR ELEMENTARY SECONDARY TOTAL ERF RECLA ERF RECLA ERF RECLA GT 2019 46 13 81 9 127 22 149 2020 7 0 11 0 18 0 18 2021 (as of Oct. 26) 87 10 103 13 190 23 213 TOTAL 140 23 195 22 335 45 380
  • 35. DATA ON STATUS OF UPGRADING LEVEL TYPS OF UPGRADING 2019 2020 2021 (as of Oct. 26) TOTAL A D RA R WA A D FA RA C R WA A D FA RA B R WA A D FA RA R WA C ELEMENTARY ERF 44 0 0 0 2 6 0 0 0 1 0 0 50 0 17 0 1 0 3 100 0 17 0 0 5 1 RECLASSIFICATION 10 1 0 1 1 0 0 0 0 0 0 0 9 0 0 0 0 0 1 19 0 0 0 1 2 0 SECONDARY ERF 80 0 0 0 1 9 0 0 0 0 0 0 67 0 8 0 2 0 1 156 0 8 0 0 2 0 RECLASSIFICATION 6 1 1 0 1 0 0 0 0 0 0 0 7 0 0 0 6 0 0 13 1 0 1 0 1 0 TOTAL ERF 124 0 0 0 3 15 0 0 0 1 0 0 117 0 0 0 3 0 3 256 0 25 0 0 6 1 RECLASSIFICATION 16 2 1 1 2 0 0 0 0 0 0 0 1 0 0 0 6 0 1 17 1 0 1 1 3 0 LEGEND: A APPROVED RA REAPPLICATION D DISAPPROVED R RETURNED FA FOR FUNDING & APPROVED WA WITHDRAWAL OF APPLICATION C CANCEL B BLANK ( STILL IN THE REGION)
  • 36. DATA OF ERF/RECLASSIFICATION WITH NOSCA (Notice of Organization, Staffing and Compensation Action) CALENDAR YEAR ELEMENTARY SECONDARY TOTAL ERF RECLA ERF RECLA ERF RECLA GT 2019 24 2 32 1 56 3 59 2019 (2020) 9 5 23 2 32 7 39 2019 (2021) 6 1 14 0 20 1 21 2020 (2021) 6 0 11 0 17 0 17 2021 (as of Oct. 26) 0 0 0 0 0 0 0
  • 37. DATA OF ERF/RECLA WITHOUT NOSCA CALENDAR YEAR ELEMENTARY SECONDARY TOTAL ERF RECLA ERF RCLA ERF RECLA GT 2019 5 2 10 3 15 5 20 2020 0 0 0 0 0 0 0 2021 (as of Oct. 26) 84 9 102 13 186 22 208 TOTAL 89 11 112 16 201 27 228
  • 38. FISHBONE DIAGRAM ISSUES, CAUSES, AND IMPACT OF AN UNTIMELY RELEASE OF APPROVED FUNDS OF ERF/RECLASSIFICATION OF TEACHERS MANPOWER/PEOPLE education MATERIALS METHODS/PROCESS problem delay of approval issuance of appointment Issuance of NOSCA (Notice of Organization, Staffing and Compensation Action lack of requirements limit of budget
  • 39. FISHBONE ANALYSIS PEOPLE • lack of education no masteral unit/degree or lack of unit earned in masteral degree. MATERIALS • lack of requirements or there are some deficiency on the requirements submitted. • late issuance of NOSCA • limited allocated budget METHODS/PROCESS • delay of approval of documents caused by deficiency • no NOSCA and budget no issuance of appointment
  • 40. RECOMMENDATION MANPOWER/PEOPLE •Seek professional growth through taking masteral degree for them to upgrade their position and salary. •Orientation on the qualification standards for each position applied as well as the requirements for ERF and reclassification.
  • 41. RECOMMENDATION MATERIALS •Furnish copy of list of requirements to be guided. •Constant follow-up for the provision of NOSCA and budget to the DBM.
  • 42. RECOMMENDATION METHODS/PROCESS •Issue an advice to all approved ERF/Reclassification for preparation of needed documents for issuance of appointment while waiting for their NOSCA.
  • 43. REFERENCES • https://www.dbm.gov.ph/wp-content/uploads/2012/03/Manual-on-PCC-Chapter-6.pdf • https://www.officialgazette.gov.ph/1976/08/22/presidential-decree-no-985-s-1976/ • MECS Order No. 33, s. 1984 • Regional Order No. 1, s. 2019 • DECS Order No. 52, s. 1999 • Regional Order No. 3, s. 2020 • Regional Memorandum No. 82, s. 2021 • MEC Order No. 10, s. 1979 • Chapter 6 Manual • Regional Memorandum No. 58, s. 2017 • Regional Order No. 1, s. 2019 • DepEd Order No. 97, s. 2011