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EQUIVALENT RECORD FORM (ERF)
        PROCEDURES



              by

 DR. JOY KENNETH S. BIASONG
     DM-HRD, Ed.D., Ph.D.-TM
Equivalent Record Form

Personal Data
 Name
 Date of Birth
 Employee Number
 Item Number
 Authorized Position Title
 Authorized Salary
Educational Attainment & Civil Service
Eligibility

Title, Degree, Highest Educational
Attainment
Name of the Institution
Year Taken

CS Examination
Rating
Date
Service Record

Equivalent Units
    Total Number of Years in Teaching
     Areas of Equivalents
        Professional Study
        Teaching Experience
        Administration & Supervision
        Experience

Latest Efficiency Rating
Requirements for Processing of Equivalent
Record Form (ERF)

1. Accomplished ERF ( 5 original copies)

2. Updated Service Record ( 3 original
   copies)

3. Transcript of Records ( Certified true copy
   from the School Registrar) - one copy
   ( Undergraduate and Graduate Studies)
4. Certification from the School
    Registrar

       * Number of academic units
         earned
       * Completion of academic
         requirement
       * Graduate of MA, Ed.D.
5. Performance Appraisal Form
  for the last 3 school years
  (Certified photocopy signed by
   the AO, District Supervisor,
   School Head) (3 copies)

6. Personal Data Sheet – 3 original
   copies (CS Form 212)

7. Sworn Statement with documentary
   stamps – 1 original copy
8. Last Appointment – 3 certified
   photocopies

9. Latest Payslip/ Payroll – 1 certified
   photocopy

10. Class Program

11. Organizational Chart

12. Plantilla- 1 certified photocopy
13. Certificates ( Training, Seminar,
Workshop)

14. Certification that the incumbent of the
position to be reclassified is qualified to
occupy the new position.

15.List of teachers under the supervision of
the proposed appointee
For MT ( 5-7 teachers per subject area in the
same organizational unit
For MT ( certification of teachers on total
number of MT 1 and MT 2 in the district
DepED Order No. 39 S. 2007
  Modified Qualification Standards for the
 Positions of Head Teachers and Principals

 For Elementary Level
 Head Teacher I
  – Experience: TIC for 1 year or Teacher for 3
    years
 Head Teacher II
  – Experience: HT for 1 year or TIC for 1 year or
    Teacher for 4 years
Head Teacher III
     Experience: HT for 2 years, or TIC
   for 2 years or Teacher for 5 years

For Secondary Level

Head Teacher I
     Experience: TIC for 1 year or Teacher for
     3 years
Head Teacher II
     Experience: HT for 1 year or Teacher for
     4 years
Head Teacher III

      Experience: HT for 2 years or Teacher for 5
      years

Head Teacher IV
      Experience: HT for 3 years or Teacher for 5
      years


Head Teacher V
      Experience: HT for 4 years or MT for 3
      years

Head Teacher VI
      Experience: HT for 5 years or MT for 4
      years
For Principal Item ( Elementary and Secondary Level)

Principal I
   Experience: Head Teacher for 1 year or TIC for 2 years
or Master Teacher for 2 years or Teacher for 5 years

Principal II
   Experience: 1 year as principal

Principal III
    Experience: 2 years as principal

Principal IV
    Experience: 3 years as principal
Qualification Standards
For Elementary Level

Education:
Bachelor’s degree in Elementary Education or
Bachelor’s degree with 18 professional education
units
Appropriate field of specialization for Head Teacher
Units in Management for Principal

Training: 24 hours of relevant training
Eligibility: RA 1080 (Teacher)
Qualification Standards

For Secondary Level

Education:
Bachelor’s degree in Secondary Education or
Bachelor’s degree with 18 professional education
units
Appropriate field of specialization for Head Teacher
Units in Management for Principal

Training: 24 hours of relevant training

Eligibility: RA 1080 (Teacher)
Thank you for listening!

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Equivalent Record Form Application Procedures

  • 1. EQUIVALENT RECORD FORM (ERF) PROCEDURES by DR. JOY KENNETH S. BIASONG DM-HRD, Ed.D., Ph.D.-TM
  • 2. Equivalent Record Form Personal Data Name Date of Birth Employee Number Item Number Authorized Position Title Authorized Salary
  • 3. Educational Attainment & Civil Service Eligibility Title, Degree, Highest Educational Attainment Name of the Institution Year Taken CS Examination Rating Date
  • 4. Service Record Equivalent Units Total Number of Years in Teaching Areas of Equivalents Professional Study Teaching Experience Administration & Supervision Experience Latest Efficiency Rating
  • 5. Requirements for Processing of Equivalent Record Form (ERF) 1. Accomplished ERF ( 5 original copies) 2. Updated Service Record ( 3 original copies) 3. Transcript of Records ( Certified true copy from the School Registrar) - one copy ( Undergraduate and Graduate Studies)
  • 6. 4. Certification from the School Registrar * Number of academic units earned * Completion of academic requirement * Graduate of MA, Ed.D.
  • 7. 5. Performance Appraisal Form for the last 3 school years (Certified photocopy signed by the AO, District Supervisor, School Head) (3 copies) 6. Personal Data Sheet – 3 original copies (CS Form 212) 7. Sworn Statement with documentary stamps – 1 original copy
  • 8. 8. Last Appointment – 3 certified photocopies 9. Latest Payslip/ Payroll – 1 certified photocopy 10. Class Program 11. Organizational Chart 12. Plantilla- 1 certified photocopy
  • 9. 13. Certificates ( Training, Seminar, Workshop) 14. Certification that the incumbent of the position to be reclassified is qualified to occupy the new position. 15.List of teachers under the supervision of the proposed appointee For MT ( 5-7 teachers per subject area in the same organizational unit For MT ( certification of teachers on total number of MT 1 and MT 2 in the district
  • 10. DepED Order No. 39 S. 2007 Modified Qualification Standards for the Positions of Head Teachers and Principals  For Elementary Level  Head Teacher I – Experience: TIC for 1 year or Teacher for 3 years  Head Teacher II – Experience: HT for 1 year or TIC for 1 year or Teacher for 4 years
  • 11. Head Teacher III Experience: HT for 2 years, or TIC for 2 years or Teacher for 5 years For Secondary Level Head Teacher I Experience: TIC for 1 year or Teacher for 3 years Head Teacher II Experience: HT for 1 year or Teacher for 4 years
  • 12. Head Teacher III Experience: HT for 2 years or Teacher for 5 years Head Teacher IV Experience: HT for 3 years or Teacher for 5 years Head Teacher V Experience: HT for 4 years or MT for 3 years Head Teacher VI Experience: HT for 5 years or MT for 4 years
  • 13. For Principal Item ( Elementary and Secondary Level) Principal I Experience: Head Teacher for 1 year or TIC for 2 years or Master Teacher for 2 years or Teacher for 5 years Principal II Experience: 1 year as principal Principal III Experience: 2 years as principal Principal IV Experience: 3 years as principal
  • 14. Qualification Standards For Elementary Level Education: Bachelor’s degree in Elementary Education or Bachelor’s degree with 18 professional education units Appropriate field of specialization for Head Teacher Units in Management for Principal Training: 24 hours of relevant training Eligibility: RA 1080 (Teacher)
  • 15. Qualification Standards For Secondary Level Education: Bachelor’s degree in Secondary Education or Bachelor’s degree with 18 professional education units Appropriate field of specialization for Head Teacher Units in Management for Principal Training: 24 hours of relevant training Eligibility: RA 1080 (Teacher)
  • 16. Thank you for listening!