Requirements in the Processing of Equivalents

Record Form (ERF)

1. Endorsement of the School Principal
2. Letter Request of the teacher for salary upgrade
3. Three (3) copies of fully accomplished ERF
4. One (1) original and one (1) duplicate copy of Official Transcript of Record with S.O.
Number for private schools, and Board Referendum/ Resolution number for public
schools. For teachers who are non- teacher education graduates, units earned in
education should be included in the Transcript of Records
5. One (1) original and one (1) duplicate copy of Certification from the Registrar as to
the MA units/ degree earned by the teacher (if public school)
6. One (1) original and one (1) duplicate copy of Sworn Statement stating that the
teacher actually earned the units indicated in the Transcript of Records (Signed by
the Mayor/Notary Public and with updated Community Tax Certificate No.)
7. One (1) original and one (1) duplicate copy of Certification from the Commission on
Higher Education (CHED) as to the masteral units/ degree earned by the teacher (if
private school)
8. One copy of MA Curriculum/checklist certified by the Registrar
9. One (1) original and one (1) duplicate copy of comprehensive complete Service
Record showing inclusive dates of paid service and salary adjustments/increases
granted duly certified by the Schools Division Superintendent or any authorized
official to certify service records
10. One (1) certified photocopy of previously approved Equivalent Record Form as
Teacher II, if any, or Certification of no approved ERF as Teacher II (for Teacher III) 11.
One (1) copy of Approved Permit to Study
11. PBET/LET Rating
12. Teacher’s License
13. Marriage Contract (if maiden name is reflected in other records), three (3)
authenticated copies (female)
14. Latest Appointment (3 authenticated copies)
15. One (1) original and one (1) duplicate copy of Notarized List of Teachers being
supervised by the proposed appointee with their item numbers ( for HT II & III)
16. One (1) copy of thesis book (MA Degree)
17. Three (3) copies of duly signed Plantilla Allocation List
18. One (1) copy of Personnel Service Itemization and Plantilla of Personnel (PSIPOP) 20.
One (1) copy of latest pay slip
19. Copy of NOSI, if any

REMINDERS:
  Only Teachers with Very Satisfactory Performance rating should be processed for
upgrading. The IPCRF with the latest performance rating should be included on the
ERF.
 The maximum study load of nine (9) units per semester/ trimester should be strictly
followed. Teachers who are candidates for graduation may be allowed to carry from
one (1) to three (3) units more than the nine (9) units authorized, provided that these
units are the last units these teachers need to enable them to graduate.
 To easily identify the different requests of school divisions, it is suggested that white
colored folders be used for ERFs, reclassification of positions, retirements, and other
requests.

REQUIREMENTS FOR ERF (T2, T3, HT I-III)

1. ERF – 4 pieces

Original – for the teacher

2nd copy – for Regional Office
3rd copy – for Division Office
4th copY – for the school

2. Original Official Transcript of Records (OTR) with two (2) photocopies duly certified

3. Sworn statement of the teacher in accordance with the provision of DepEd Order No. 12,
s. 1962, an enclosure to DepEd Memorandum No. 51, s. 1962, if the teacher studied in a
private school

4. Copy of approved study leave/permit per semestral basis or scholarship in accordance

with DepEd Circular No. 17, s. 1960 and DepEd Order No. 56, s. 1984 (study permits from
2005 onwards/Attach Original)

5. Certification form the school as to the area of specialization in the given course and as to
the number of units required to finish the course including thesis writing

6. Updated service records showing inclusive dates of paid service and salary adjustment
granted duly certified by the SDS and/or authorized official

7. Latest two (2) performance rating with at least very satisfactory rating

8. Certificates of trainings/seminars (only those seminars and work conferences sponsored

solely by the bureau of School or DepEd will be credited for purposes of promotion to
higher positions or for adjustment of salary ranges by the WAPCO credit evaluation unit
(not applicable for MA degree holders)
9. Professional activities duly approved by the SDS (district level not included), educational
travels, authorship of educational materials, if any