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PROMOTION AND
RECLASSIFICATION

Review on Human Resource Management

Procedures

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 RECLASS

NO . OF POSITION FILLED/ NO . OF POSITION FILLED/

TEACHER UNFILLED TEACHER UNFILLED

1 T-1 FILLED 1 T-1 FILLED

2 T-1 FILLED 2 T-1 FILLED
3 T-2 FILLED 3 T-2 FILLED
4 T-2 UNFILLE 4 T-2 (w/ FILLED
D/VACAN approved
T erf-T3)
5 T-1 FILLED 5 T-1a FILLED
 PROMOTION RECLASSIFICATION

there is a resulting there is no vacant item

once the item is
vacancy of an item once reclassified.
a promotion occurred.
Reclassification may only
Needs three (3) rating be allowed after three (3)
period from the last consecutive years of at
appointment least VS or two (2)
consecutive years of
Outstanding Performance
from the effectivity of the
latest appointment
 PROMOTION RECLASSIFICATION

Education Education
Teacher II
Teacher II / Teacher III/ BSEE/BSE or Bachelors
HT/ Principal I Degree w/ 18 Professional
Educ. Units + 20 MA units
BSEE/BSE or Bachelors Teacher III/HT
Degree w/ 18 Professional
BSEE/BSE + MA
Educ. Units
Equivalent

Principal I
BSEE/BSE + Masters degree
in the field of administration,
supervision, leadership
or management.
 PROMOTION
Education
Principal II-III-IV
Bachelors degree in Elem.
Education or Bachelors
degree w/ 18 professional
education units with
6 MA units.
RECLASSIFICATION
Education
Principal II
BEE/BSE + Masters degree
plus 6 doctoral units
Principal III
BEE/BSE + Masters degree
plus 12 doctoral units
Principal IV
BEE/BSE + Masters degree
plus 24 doctoral units
 References:
Reference:
DepEd. Order No. 66, s. 2007 -
Revised Guidelines on the Appointment DepEd. Order No. 97, s. 2011
and Promotion of Other Teaching, Revised Guidelines on the
Related Teaching and Non-Teaching Allocation and Reclassification
Positions)
of School Head Positions
DepEd. Order No. 42, s. 2007
The Revised Guidelines On Selection , Natl Budget Circular #2005-5
Promotion and Designation of School Reclassification of Positions
Heads

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
EXEC. DEPT.
THE ROMMEL C.
ADMINISTRA BAUTISTA, CESO VI
TIVE OIC, SCHOOLS
OFFICER V
(MRS. AMELIA
DIVISION
R. DEAN) SUPERINTENDENT

PERSONNEL
SECTION
EQUIVALENTS
RECORD
FORM
(ERF)
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 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
Teaching experience shall be based on the
teachers 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
1 unit = for every 5 years service
in private school
 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.
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.
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

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)
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

(AUTHENTICATED BY THE SCHOOL REGISTRAR)

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 MASTERS DEGREE:

1 HARD BOUND COPY OF THESIS
2 PHOTOCOPIES OF DIPLOMA
(AUTHENTICATED BY THE SCHOOL REGISTRAR)
REQUIREMENTS FOR ERF
(TEACHER III, SPED/HEAD TEACHER)

FOR GRADUATE OF MASTERS 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

REQUIREMENTS FOR ERF
(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

(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 EXEC. DEPT.

THE ROMMEL C.
ADMINISTRA BAUTISTA, CESO VI
TIVE
OFFICER V OIC, SCHOOLS
(MRS. AMELIA DIVISION
R. DEAN) SUPERINTENDENT

PERSONNEL
SECTION
Thank you!