DBM Regional Offices (ROs) NCR, CAR, I-XIII

CHECKLIST OF REQUIREMENTS

TYPE AND NUMBER OF COPY

WHERE TO SECURE

1 of each original copy

1. Agency Request
2. Additional requirements, as applicable:

For reclassification of positions of DepEd due to approved ERFs

1. List of positions requested for reclassification (Position Allocation List (PAL)) / Revised PAL for Reclassification of Teaching Positions due to Approved Equivalent Record Forms (ERFs)

For conversion to Master Teacher positions of DepEd

1. List of positions requested for conversion (Position Allocation List (PAL)) / Revised PAL for Reclassification of Master Teachers
2. For Secondary schools:

• Updated List of Teachers by Subject Area

For reclassification of School Head positions of DepEd:

1. List of positions requested for reclassification (Position Allocation List (PAL)) / Revised PAL for Reclassification of School Heads

For reclassification/upgrading/conversion of positions due to National Budget Circular (NBC) No. 461:

1. Endorsement Letter from the CHED Regional Office
2. Approved NBC No. 461 Zonal Print-out
3. Plantilla of Personnel and Salary Adjustments
4. Endorsement of the proposal by the TESDA Director-General (for TESDA only)
5. Governing Board Resolution favorably endorsing the submissions, if SUCs
6. Certification of Accreditation for Professor Positions, if entering the rank for the first time  

For abolition and creation/ reclassification/ conversion/ upgrading of positions:

1. Justification for abolition and creation/ reclassification/ conversion/ upgrading of positions
2. Prioritized list of positions for creation/ reclassification/ conversion/ upgrading of positions
3. Detailed computation of PS requirement
4. Organizational Chart, if applicable (proposal for items with generic positions but different designations/functions)
5. Deployment Report
6. Board Resolution approving the proposed staffing modification, if SUCs
7. Enrolment Data and its Full-time Equivalent for the immediate two (2) years
8. Certification that the incumbent fully meets the qualification standards set by the CSC (reclassification only
9.  Duly accomplished Position Description Form (PDF)

1. Agency Request
2. Endorsement Letter from originating Agency and Region requesting for the transfer/swapping of positions to the recipient Agency, as applicable
3. CHED Endorsement Letter (in case of SUCs)
4. Memorandum of Agreement between the Agency Heads concerned

2. Staffing modification due to approved categorization/ re-categorization of LWDs

1. Agency Request
2. Board Approval/Resolution
3. Copy ofCertificate of Re-categorization signed by the Administrator, Local Water Utilities Administration (LWUA)
4. Proposed and existing Organizational Chart

Additional supporting documents, as applicable:

1. Existing and Proposed Organizational Structure and Staffing Pattern (OSSP) including Plantilla of Personnel
2. Position Description Form for proposed creation/ reclassification/retitle/conversion of positions)
3. Latest Monthly Data Sheet audited/verified by LWUA
4. COA Certification that the LWD did not incur deficit for the last 3 consecutive years or Audited Financial Statement for three immediately preceding years[1]
5. Justification of Creation/ Reclassification/ Retitle/ Conversion of Positions
6. Projected income and cash flow for the next five years duly signed by the Accountant and Agency Head
7. Certification of Availability of Funds, signed by the Accountant and Agency Head, including computation of PS Requirements for creation and reclassification

• Review/Post-Audit of Personnel Services Itemization and Plantilla of Personnel (PSIPOP) or Plantilla of Personnel (POP) of LWDs

1. Agency Request
2. Personnel Services Itemization and Plantilla of Personnel (for distribution to LWD, CSC, COA and DBM file)
3. Board Resolution approving PSIPOP/POP for adoption of new Salary Schedule for implementation of latest issuance pertaining to Salary Standardization Law, or if applicable