1. Promotion and Reclassification
Review on Human Resource Management Procedures for School/District Liaison Officers and Workshop on Preparation of Sex Disaggregated Data
October 20-22, 2014
AIMEE REVES CATAHAN
Administrative Assistant III

2. COMPARISON BETWEEN PROMOTION & RECLASSIFICATION
refers to advancement from one position to another with an increase in duties and responsibilities and usually accompanied by an increase in salary.
promotion may only be resorted if there is a vacant item due to retirement, promotion, transfer, etc.
refers to the change in the position title requiring the issuance of an appointment with a corresponding increase in rank and salary.
shall apply only to filled regular position in the national government (NBC )

3. PROMOTION RECLASS 1 T-1 FILLED 2 3 T-2 4 UNFILLED/VACANT 5 1 T-1
NO . OF TEACHER
POSITION
FILLED/ UNFILLED 1
T-1
FILLED 2 3
T-2 4
UNFILLED/VACANT 5
NO . OF TEACHER
POSITION
FILLED/ UNFILLED 1
T-1
FILLED 2 3
T-2 4
T-2 (w/ approved erf-T3) 5
T-1a

4. PROMOTION RECLASSIFICATION
there is a resulting vacancy of an item once a promotion occurred.
Needs three (3) rating period from the last appointment
there is no vacant item once the item is reclassified.
Reclassification may only be allowed after three (3) consecutive years of at least VS or two (2) consecutive years of Outstanding Performance from the effectivity of the latest appointment

5. PROMOTION RECLASSIFICATION
Education
Teacher II / Teacher III/
HT/ Principal I
BSEE/BSE or Bachelors Degree w/ 18 Professional Educ. Units
Education
Teacher II
BSEE/BSE or Bachelors Degree w/ 18 Professional Educ. Units MA units
Teacher III/HT
BSEE/BSE + MA
Equivalent
Principal I
BSEE/BSE + Master’s degree in the field of administration, supervision, leadership
or management.

6. PROMOTION RECLASSIFICATION
Education
Principal II-III-IV
Bachelor’s degree in Elem.
Education or Bachelor’s degree w/ 18 professional
education units with
6 MA units.
Education
Principal II
BEE/BSE + Master’s degree
plus 6 doctoral units
Principal III
plus 12 doctoral units
Principal IV
BEE/BSE + Master’s degree plus 24 doctoral units

7. Reference: References: DepEd. Order No. 97, s. 2011
DepEd. Order No. 66, s Revised Guidelines on the Appointment and Promotion of Other Teaching, Related Teaching and Non-Teaching Positions)
DepEd. Order No. 42, s. 2007
The Revised Guidelines On Selection , Promotion and Designation of School Heads
DepEd. Order No. 39, s. 2007
Modified Qualification Standards for thePositions of Head Teachers and Principals
Reference:
DepEd. Order No. 97, s
Revised Guidelines on the Allocation and Reclassification
of School Head Positions
Nat’l Budget Circular #2005-5
Reclassification of Positions

8. An approved ERF is needed for both Promotion and Reclassification.
However, in some meritorious cases, a teacher without an approved ERF may be promoted to a vacant Teacher II or Teacher III position using the school/District Ranking.

9. Who may apply for reclassification?
Teacher I or Teacher II with at least 3 years experience as permanent in the current position may apply for Teacher III/SPED provided they are holder of approved ERF Teacher III with atleast 3 years experience in current position and with an approved ERF as Head Teacher I-III may apply for reclassification to Head Teacher I (Ladderized) Teacher III with atleast 3 years experience in current position and with an approved ranking for Master Teacher may apply for reclassification for Master Teacher I

10. Who may apply for reclassification?
Head Teacher I, II, III, Master Teacher I and Principal I, II, or III with at least 3 years experience in current position may apply for reclassification to next higher position. (Note: Head Teacher to qualify for reclassification must be performing as school head)

11. Requirements for reclassification
(TEACHER 2 & TEACHER 3)
Recommendation Letter from school head
Latest Service Record
Latest approved school ranking
4 Copies Approved ERF

12. Requirements for reclassification
(SPED TEACHER, HEAD TEACHER & MASTER TEACHER)
Recommendation Letter from school head
Recommendation from the SDS
Form 212
Latest Service Record
Latest approved school ranking
Performance Rating for the last 3 years signed by SDS
Approved ERF for SPED & HT/ Ranking for MT
Authenticated TOR and Curriculum
Plantilla with the name and item no. of the position to be reclassified
Position Description Form (PDF)
SREAT/List of teacher per subject area (Secondary: HT/MT)
Approved Class Program (For Master Teachers)

13. Requirements for reclassification
(PRINCIPAL)
Recommendation Letter from the PSDS
Recommendation from the SDS
Justification for the reclassification of position
Latest approved division ranking
Certification of non-availability of item
Position Description Form
NEAP Certification as to the result of NQEP taken and Basic Training Course for School Heads attended.
Certificates/Proofs of Outstanding Accomplishment
Form 212
Latest Service Record
Performance Rating for the last 3 consecutive years signed by SD
Ranklist for the current year
SREAT/DREAT for the current year
Authenticated TOR and Curriculum
Plantilla with the name and item no. of the position to be reclassified
List of teachers under supervision w/ their respective plantilla item number

14. Requirements for reclassification
(PRINCIPAL)
EXCEPTION TO (NEAP CERTIFICATION)
“APPLICANT MAY ALSO BE ALLOWED PROVIDED THE APPLICANT HAS SUPERIOR QUALIFICATIONS SUCH AS”:
THE LAST 2 SCHOOL YRS BASED ON ANY THREE(3) OF THE FF:
a) National Achievement Test
b) Completion rate
c) Cohort survival rate
d) Drop Out Rate
e) those who achieved the maturity level of SBM practice and Level III accreditation introduced, adopted and/or implemented innovations 9n curriculum instructions (i.e. Outstanding Accomplishment) certified by the Schools Division Superintendent.

15. EXEC. DEPT. ROMMEL C. BAUTISTA, CESO VI
FLOW OF PAL PROCESSING
SUBMIT THE COMPLETE REQUIREMENTS TO THE RECORDS SECTION
DEPED REGION IV-A CALABARZON OFFICE
EXEC. DEPT. ROMMEL C. BAUTISTA, CESO VI
OIC, SCHOOLS DIVISION SUPERINTENDENT
OFFICE OF THE ADMINISTRATIVE OFFICER V
(MRS. AMELIA R. DEAN)
PERSONNEL SECTION

16. EQUIVALENTS RECORD FORM (ERF)

17. What is an Equivalents Records Form (ERF)
It is a document indicating the educational preparation, training, teaching experience, and extra-curricular activities for professional growth undertaken by a teacher. It is used to validate the classification level of teachers (NBC ) It is necessary that this document is evaluated properly as it is the determinant factor in the allocation of the teachers salary range.

18. Steps in Processing the ERF:
Identify the position for which an Equivalents Records Form is submitted. Determine the classification level to which it belongs.
Note the credits claimed for:
1. Educational Attainment
2. Length of service rendered in
public/ private schools
3. Professional activities/Training
Only properly supported claims are to be credited

19. Required Supporting Documents:
1. Educational Attainment – supported by original transcript of records, special order/ certificate of graduation or diploma. In case of partial units earned, an original certification signed by the registrar should be submitted. For those claiming M.A. Equivalent, a certification from the school concerned as to the number of units required for the degree program the teacher is pursuing should likewise be submitted.
This must be supported by a curriculum/ prospectus for the degree/program

20. 2. Length of Teaching Experience – original copy of the teachers service record duly certified by the Administrative Officer of the division/ or Original Certificate of Employment from Private School 3. Professional Activities – original certificate of completion of training or certificate of attendance signed by the director of training or seminar and source of authority for holding the activity. (Division, Regional & National Levels only)

21. How to Compute Credit Units for Teaching Experience
Teaching experience shall be based on the teacher’s Service Records. Only teaching service with pay shall be credited. Leave of absence without pay shall not be considered for paid service in public schools.
1 unit = for every 3 years service
in public school unit = for every 5 years service
in private school

22. DECS Order No. 52, s. 1999,
particularly paragraph 4 “ 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

23. How to Compute Credit Units for Training :
Only Professional Activities on the national, regional and division levels shall be considered for credits.
24 hours = 1 unit
A maximum of Five (5) units is allowed to be charged
to Training/Professional Activities
Only teachers with at least very satisfactory
(VS)performance for the last 2 semesters should
be recommended for upgrading. The latest
performance rating should be indicated on the
ERF.

24. BEE/BSE + 20 MA units = Teacher II
RANGE ASSIGNMENT
BEE/BSE + 20 MA units = Teacher II
MA Equivalent/Degree = Teacher III/HT1
MA Equivalent refer to:
CAR + Training + teaching experience
(or plus additional 2 subjects in cognates)
Masteral Degree/units must be related to teaching

25. Requirements for ERF Duly Accomplished ERF
Authenticated Transcript of Records
Permit to Study or justification letter for those w/o permit
Latest Service Record
Performance Rating for the last 2 rating period
Authenticated Certificates on in-service Training (At least Division Level)

26. Requirements for ERF (TEACHER III, SPED/HEAD TEACHER)
RECOMMENDATION FROM THE SCHOOL HEAD/SUPERVISOR
4 COPIES DULY Accomplished ERF
2 PHOTOCOPIES UPDATED SERVICE RECORD
PERFORMANCE RATING FOR THE LAST 2 RATING PERIOD
2 COPIES APPROVED SCHOOL CURRICULUM
(AUTHENTICATED BY THE SCHOOL REGISTRAR)
2 PHOTOCOPIES TRANSCRIPT OF RECORDS

27. Requirements for ERF (TEACHER III, SPED/HEAD TEACHER)
2 PHOTOCOPIES APPROVED STUDY PERMIT
LETTER OF EXPLANATION FOR THE DISCREPANCY OF PERMIT TO STUDY AND TOR/JUSTIFICATION FOR W/O PERMIT
2 COPIES CERTIFICATE OF COMPLETE ACADEMIC REQUIREMENTS (CAR)
(AUTHENTICATED BY THE SCHOOL REGISTRAR)
SUMMARY & CERTIFICATES OF SEMINARS AND TRAININGS ATTENDED (atleast division level)
FOR GRADUATE OF MASTER’S DEGREE:
1 HARD BOUND COPY OF THESIS
2 PHOTOCOPIES OF DIPLOMA

28. Requirements for ERF (TEACHER III, SPED/HEAD TEACHER)
FOR GRADUATE OF MASTER’S DEGREE:
1 HARD BAOUND COPY OF THESIS
2 PHOTOCOPIES OF DIPLOMA (AUTHENTICATED BY THE SCHOOL REGISTRAR)
NOTE: ALL PHOTOCOPIED DOCUMENTS MUST BE CERTIFIED BY THE SCHOOL HEAD

29. Requirements for ERF RECOMMENDATION FROM THE SCHOOL HEAD/SUPERVISOR
(TEACHER II)
RECOMMENDATION FROM THE SCHOOL HEAD/SUPERVISOR
4 COPIES DULY Accomplished ERF
2 PHOTOCOPIES UPDATED SERVICE RECORD
PERFORMANCE RATING FOR THE LAST 2 RATING PERIOD
2 COPIES APPROVED SCHOOL CURRICULUM
(AUTHENTICATED BY THE SCHOOL REGISTRAR)
2 PHOTOCOPIES TRANSCRIPT OF RECORDS
LETTER OF EXPLANATION FOR THE DISCREPANCY OF PERMIT TO STUDY AND TOR/JUSTIFICATION FOR W/O PERMIT

30. EXEC. DEPT. ROMMEL C. BAUTISTA, CESO VI
FLOW OF PAL PROCESSING
SUBMIT THE COMPLETE REQUIREMENTS TO THE RECORDS SECTION
DEPED REGION IV-A CALABARZON OFFICE
EXEC. DEPT. ROMMEL C. BAUTISTA, CESO VI
OIC, SCHOOLS DIVISION SUPERINTENDENT
OFFICE OF THE ADMINISTRATIVE OFFICER V
(MRS. AMELIA R. DEAN)
PERSONNEL SECTION

31. Thank you!