DepEd Equivalents Record Form (ERF) Requirements

To facilitate the processing of requests for upgrading of positions of teacher and other teaching related positions thru the Equivalents Record Form (ERF), the following are the required documents.

AUTOMATIC UPGRADING OF POSITIONS FOR ELIGIBLE PUBLIC SCHOOL TEACHERS THROUGH EQUIVALENTS RECORD FORM (ERF) SCHEME

It has been observed that many teachers retire as Teacher I despite having served for 20 years or more. An application of the ERF Scheme should have upgraded the positions of these teachers. It is possible that many teachers are unaware of the opportunities offered by such scheme or do not bother to apply because of the documentary requirements.

As a manifestation of the DepEd concern for the welfare of these teachers and to provide adequate recognition for dedicating the best years of their life to teaching, regional/division offices are hereby directed to upgrade the positions of teachers entitled to “automatic position upgrading”. – DECS Order No. 52, s. 1999

Automatic Position Upgrading

Automatic Position Upgrading is hereby defined as adjustment of salary given to Teachers I who have rendered 20 or more years satisfactory teaching service without the need for filing an application to ERF upgrading.

The 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.

The salary increase corresponding to the upgrading of the position shall be effected through the issuance of Notice of Salary Adjustment by the Schools Division Superintendent or Head of the School for secondary schools. The teacher shall be given the salary rate of the new salary grade corresponding to his designated salary step.

Division offices are directed to identify the teachers who meet the length of service requirement provided herein. Priority shall be given to teachers who meet the length of service requirement at earlier dates. However, retirable teachers shall be given priority.

Certification as to qualified teachers shall be submitted to the regional director by the division superintendent concerned as bases for payment in addition to the Notice of Salary Adjustment and Service Records.

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

10. Additional requirements for Head Teachers:

a. List of teachers together with their item numbers under the supervision of the recommendee signed by the SDS (6 teachers including the applicant)

b. Designation as TIC/OIC

c. Evaluation Sheet

d. Ranklist signed by the screening committee

e. Ample justification/s, outstanding/very satisfactory accomplishment to warrant reclassification

REQUREMENTS FOR RECLASSIFICATION OF PRINCIPAL (BEFORE 2011)

1. Must have passed the examination for principals
2. Plantila Allocation List (PAL) – duly accomplished in two (2) copies
3. PAL in CD
4. Ample justification/s, outstanding/very satisfactory accomplishment to warrant reclassification
5. Latest performance rating of very satisfactory for the last three (3) rating period
6. Ranklist of all personnel who are qualified for the desired position, duly signed by the chairman and members of the ranking committee, and attested by the SDS (per DepEd Order No. 42, s. 2007)
7. Waiver from concerned personnel in the event that the candidate for the reclassification is not the most ranking
8. Certification issued by the SDS that the teachers listed in the plantilla allocation list (PAL) were neither promoted /reclassified/resigned nor has pending request or promotion/reclassification or resignation
9. Service Records
10. Official Transcript of Records (OTR)
11. List of teaching positions in the concerned school

REQUIREMENTS FOR RECLASSIFICATION OF TEACHERS TO MASTER TEACHER (BEFORE 2011)

1. List of teaching positions in the concerned school/district
2. Plantila Allocation List (PAL) – duly accomplished in two (2) copies
3. PAL in CD
4. Certification issued by the SDS that the teachers listed in the plantilla allocation list (PAL) were neither promoted /reclassified/resigned nor has pending request or promotion/reclassification or resignation
5. Service Records
6. Ranklist of all personnel who are qualified for the desired position, duly signed by the chairman and members of the ranking committee, and attested by the SDS
7. Qualification documents for MT (DECS Order No. 57, s.1997)
8. Official Transcript of Records (OTR)

THE UNIT REQUIREMENTS FOR EQUIVALENTS RECORD FORM (ERF)

I. From Teacher I-II

1. BSE + 20 MA units
2. BSE + 20 years in the service
3. BSE + 18 MA units + 6 years in the service
4. BSE + 15 MA units + 8 years in the service + level IV

II. From Teacher II-III

1. BSE + 20 MA units + 20 years experience
2. MA Degree
3. MA equivalent [ 30 MA units (with certification from the school registrar that the applicant has completed the academic requirements) + 15 years in the service + level IV ]

Note:

1. The equivalent units of trainings will be computed as one (1) unit for every three (3) days of continuous training with the maximum of five (5) units
2. The equivalent units for experience is one (1) unit for every three (3) years for public schools and one (1) for every five (5) years in private schools

TEACHER II (BSE +20 units)

Example:

1. BSE + 20 MA units = BSE + 20
2. BSE + 20 years = BSE + 20
3. BSE + 18 MA units + 6 years = BSE + 20
4. BSE + 15 MA units + 8 years + level IV (training) = BSE + 20

TEACHER III (MA Degree or MA equivalent)

All holders of masteral degrees are classified MA degree

For MA equivalent

Example:

• BSE + 20 MA + 20 years = MA equivalent

READ:

DepEd Guidelines for Master Teacher Promotion

DepEd Documentary Requirements for Monetary Claims