This document outlines the procedures and requirements for processing an Equivalent Record Form (ERF) for civil service positions. It details 15 required documents that must be submitted, including an accomplished ERF form, updated service record, transcripts, performance evaluations, personal data sheets, and certificates. It also provides the qualification standards for head teacher and principal positions at elementary and secondary levels, specifying required experience, education, training, and civil service eligibility.

1. EQUIVALENT RECORD FORM (ERF)
PROCEDURES
by
DR. JOY KENNETH S. BIASONG
DM-HRD, Ed.D., Ph.D.-TM

2. Equivalent Record Form
Personal Data
Name
Date of Birth
Employee Number
Item Number
Authorized Position Title
Authorized Salary

3. Educational Attainment & Civil Service
Eligibility
Title, Degree, Highest Educational
Attainment
Name of the Institution
Year Taken
CS Examination
Rating
Date

4. Service Record
Equivalent Units
Total Number of Years in Teaching
Areas of Equivalents
Professional Study
Teaching Experience
Administration & Supervision
Experience
Latest Efficiency Rating

5. Requirements for Processing of Equivalent
Record Form (ERF)
1. Accomplished ERF ( 5 original copies)
2. Updated Service Record ( 3 original
copies)
3. Transcript of Records ( Certified true copy
from the School Registrar) - one copy
( Undergraduate and Graduate Studies)

6. 4. Certification from the School
Registrar
* Number of academic units
earned
* Completion of academic
requirement
* Graduate of MA, Ed.D.

7. 5. Performance Appraisal Form
for the last 3 school years
(Certified photocopy signed by
the AO, District Supervisor,
School Head) (3 copies)
6. Personal Data Sheet – 3 original
copies (CS Form 212)
7. Sworn Statement with documentary
stamps – 1 original copy

8. 8. Last Appointment – 3 certified
photocopies
9. Latest Payslip/ Payroll – 1 certified
photocopy
10. Class Program
11. Organizational Chart
12. Plantilla- 1 certified photocopy

9. 13. Certificates ( Training, Seminar,
Workshop)
14. Certification that the incumbent of the
position to be reclassified is qualified to
occupy the new position.
15.List of teachers under the supervision of
the proposed appointee
For MT ( 5-7 teachers per subject area in the
same organizational unit
For MT ( certification of teachers on total
number of MT 1 and MT 2 in the district

10. DepED Order No. 39 S. 2007
Modified Qualification Standards for the
Positions of Head Teachers and Principals
 For Elementary Level
 Head Teacher I
– Experience: TIC for 1 year or Teacher for 3
years
 Head Teacher II
– Experience: HT for 1 year or TIC for 1 year or
Teacher for 4 years

11. Head Teacher III
Experience: HT for 2 years, or TIC
for 2 years or Teacher for 5 years
For Secondary Level
Head Teacher I
Experience: TIC for 1 year or Teacher for
3 years
Head Teacher II
Experience: HT for 1 year or Teacher for
4 years

12. Head Teacher III
Experience: HT for 2 years or Teacher for 5
years
Head Teacher IV
Experience: HT for 3 years or Teacher for 5
years
Head Teacher V
Experience: HT for 4 years or MT for 3
years
Head Teacher VI
Experience: HT for 5 years or MT for 4
years

13. For Principal Item ( Elementary and Secondary Level)
Principal I
Experience: Head Teacher for 1 year or TIC for 2 years
or Master Teacher for 2 years or Teacher for 5 years
Principal II
Experience: 1 year as principal
Principal III
Experience: 2 years as principal
Principal IV
Experience: 3 years as principal

14. Qualification Standards
For Elementary Level
Education:
Bachelor’s degree in Elementary Education or
Bachelor’s degree with 18 professional education
units
Appropriate field of specialization for Head Teacher
Units in Management for Principal
Training: 24 hours of relevant training
Eligibility: RA 1080 (Teacher)

15. Qualification Standards
For Secondary Level
Education:
Bachelor’s degree in Secondary Education or
Bachelor’s degree with 18 professional education
units
Appropriate field of specialization for Head Teacher
Units in Management for Principal
Training: 24 hours of relevant training
Eligibility: RA 1080 (Teacher)

16. Thank you for listening!