PROMOTION AND

RECLASSIFICATIO
N
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

COMPARISON BETWEEN PROMOTION &

RECLASSIFICATION
PROMOTION

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.

RECLASSIFICATION

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
2005-5)

PROMOTION
NO . OF

POSITION

TEACHER

RECLASS

FILLED/

NO . OF

UNFILLED

TEACHER

POSITION

FILLED/
UNFILLED

T-1

FILLED

T-1

FILLED

T-1

FILLED

T-1

FILLED

T-2

FILLED

T-2

FILLED

T-2

T-1

T-2 (w/
approved
erf-T3)
T-1a

FILLED

UNFILLE
D/VACAN
T
FILLED

FILLED

PROMOTION

there is a resulting
vacancy of an item once
a promotion occurred.

RECLASSIFICATION

there is no vacant item once

the item is reclassified.
Reclassification may only be
allowed after three (3)

Needs three (3) rating

period from the last
appointment

consecutive years of at least VS

or two (2) consecutive years of
Outstanding Performance from
the effectivity of the latest
appointment

PROMOTION

Education

RECLASSIFICATION

Education

BSEE/BSE or Bachelors Degree w/

Teacher II / Teacher III/

18 Professional Educ. Units + 20 MA

HT/ Principal I

units

BSEE/BSE or Bachelors
Degree w/ 18 Professional
Educ. Units

Teacher II

Teacher III/HT
BSEE/BSE + MA
Equivalent

Principal I
BSEE/BSE + Masters degree
the field of administration,
supervision, leadership
or management.

in

PROMOTION

Education

RECLASSIFICATION

Education

BEE/BSE + Masters degree

Principal II-III-IV

Bachelors degree in Elem.

plus 6 doctoral units

6 MA units.

Principal III
BEE/BSE + Masters degree

Education or Bachelors
degree w/ 18 professional
education units with

Principal II

plus 12 doctoral units

Principal IV
BEE/BSE + Masters degree plus
24 doctoral units

References:

DepEd. Order No. 66, s. 2007 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

Reference:
DepEd. Order No. 97, s. 2011
Revised Guidelines on the
Allocation and Reclassification
of School Head Positions
Natl Budget Circular #2005-5
Reclassification of Positions

DepEd. Order No. 39, s. 2007

Modified Qualification Standards for
thePositions of Head Teachers and
Principals

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.

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

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)

REQUIREMENTS FOR
RECLASSIFICATION
(TEACHER 2 & TEACHER 3)

Recommendation Letter from school head

Latest Service Record

Latest approved school ranking

4 Copies Approved ERF

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)

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

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.

SUBMIT THE
COMPLETE
REQUIREMENTS
TO THE RECORDS
SECTION
OFFICE OF
THE
ADMINISTRA
TIVE
OFFICER V
(MRS.
AMELIA R.
DEAN)

PERSONNEL
SECTION

EQUIVALENTS
RECORD
FORM
(ERF)

WHAT IS AN
EQUIVALENTS RECORDS
(ERF)
ItFORM
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 2004-1)
It is necessary that this document is evaluated
properly as it is the determinant factor in the
allocation of the teachers salary range.

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

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

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)

HOW TO COMPUTE CREDIT UNITS

FOR TEACHING EXPERIENCE

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. 1990.

Only Professional Activities on the national,

regional and division levels shall be
considered for credits.
How
to Compute
24 hours
= 1 unit Credit Units for

Training
: of Five (5) units is allowed to be charged
A maximum
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.

RANGE ASSIGNMENT
BEE/BSE + 20 MA units

= Teacher II

MA Equivalent/Degree
III/HT1

= Teacher

MA Equivalent refer to:

CAR + Training + teaching experience
(or plus additional 2 subjects in cognates)
Masteral Degree/units must be related to
teaching

 Duly Accomplished ERF

REQUIREMENTS
FOR 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)

RECOMMENDATION FROM THE SCHOOL HEAD/SUPERVISOR

4 COPIES DULY Accomplished ERF

REQUIREMENTS
FOR ERF

2 PHOTOCOPIES
UPDATED
SERVICE RECORD
(TEACHER
III,
SPED/HEAD
TEACHER)

PERFORMANCE RATING FOR THE LAST 2 RATING PERIOD

2 COPIES APPROVED SCHOOL CURRICULUM

(AUTHENTICATED BY THE SCHOOL REGISTRAR)

2 PHOTOCOPIES TRANSCRIPT OF RECORDS

(AUTHENTICATED BY THE SCHOOL REGISTRAR)

2 PHOTOCOPIES APPROVED STUDY PERMIT

REQUIREMENTS FOR ERF

LETTER OF EXPLANATION FOR THE DISCREPANCY OF PERMIT TO STUDY AND

TOR/JUSTIFICATION FOR W/O PERMIT

(TEACHER III, SPED/HEAD TEACHER)

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 MASTERS DEGREE:

1 HARD BOUND COPY OF THESIS

2 PHOTOCOPIES OF DIPLOMA
(AUTHENTICATED BY THE SCHOOL REGISTRAR)

FOR GRADUATE OF MASTERS DEGREE:

1 HARD BAOUND COPY OF THESIS

2 PHOTOCOPIES OF DIPLOMA
THE SCHOOL REGISTRAR)

REQUIREMENTS FOR ERF

(AUTHENTICATED BY

(TEACHER III, SPED/HEAD TEACHER)

NOTE: ALL PHOTOCOPIED DOCUMENTS MUST BE CERTIFIED BY THE

SCHOOL HEAD

(TEACHER II)
REQUIREMENTS
FOR ERF

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

(AUTHENTICATED BY THE SCHOOL REGISTRAR)

LETTER OF EXPLANATION FOR THE DISCREPANCY OF PERMIT TO STUDY AND

TOR/JUSTIFICATION FOR W/O PERMIT

SUBMIT THE
COMPLETE
REQUIREMENTS
TO THE
RECORDS
SECTION
OFFICE OF
THE
ADMINISTRA
TIVE
OFFICER V
(MRS.
AMELIA R.
DEAN)

PERSONNEL
SECTION

Thank
you!