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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.