Professional Documents
Culture Documents
4. DO - Division Office
9. QS - Qualification Standard
ii
DAILY OPERATION AND MANAGEMENT OF SCHOOLS
Rule VI, section 6.1, of the Rules and Regulations of R.A. 9155 (Implementing Rules and
Regulations “IRR”) states that:
“There shall be a school head (SH) for all public elementary schools and public high schools
or a cluster thereof.”
The SH, who may be assisted by an assistant school head, shall be both an
INSTRUCTIONAL LEADER and ADMINISTRATIVE MANAGER. The SH shall form a team with the
school teachers/learning facilitators for delivery of quality educational programs, projects, and
services. A core of non-teaching staff shall handle the school’s administrative, fiscal and
auxiliary services.
A. Identifying And Performing The School Heads (Shs) Roles, Responsibilities And
Accountability In R.A. 9155
Consistent with the law, national educational policies, plans, and standards, the SH shall
have authority, accountability and responsibility for the following:
a) Setting the mission, vision, goals and objectives of the schools;
b) Creating an environment within the school that is conducive to teaching and
learning;
c) Implementing, monitoring and assessing the school curriculum & being accountable
for higher learning outcomes;
d) Developing the school education program & school improvement plan.
e) Offering educational programs, projects & services; which provide equitable
opportunities for all learners in the community;
f) Introducing new and innovative modes of instruction to achieve higher learning
outcomes;
g) Administering and managing all personnel, physical & fiscal resources of the school;
h) Recommending the staffing complement of the school based on its needs;
i) Encouraging and enhancing staff development;
j) Establishing school and community networks and encouraging the active
participation of teachers organizations, non- academic personnel of public school
and PTCA’s;
k) Accepting donations, gifts, bequests & grants in accordance with existing laws
and policy of the Department for the purpose of upgrading teachers’/learning
facilitators’ competencies, improving and expanding school facilities and providing
instructional materials & equipment. Such donations or grant must be reported the
division superintendent; and
l) Performing such other functions as may be assigned by the Secretary, RDs and SDs
where they belong.
As Administrative manager, SHs:
Set the school's mission, vision, goals and targets.
Develop School Improvement Plan (SIP)
Mobilize Community participation for the improvement of education outcomes
As Instructional Leader, SHs:
Create a school environment conducive to learning
Be accountable for learning outcomes
The efficiency and effectiveness of the services that DepEd offers to the public largely
depend on the performance of its human resources. Hence, the need for sound selection, good
management and the continuous development of its manpower.
1. Personnel Management
Positions in the career service are grouped into three major levels:
a) The First Level Positions include electrical, trades, crafts, and custodial positions,
entrance to which requires less than four (4) years of college work. The nature of work
sub-professional, or non-supervisory.
b) The Second Level Positions include professional, technical and scientific positions which
involve professional, technical and scientific work in a non-supervisory or supervisory
capacity and requires at least four(4) years of college work.
c) The Third Level Positions cover those in the Career Executive Service which include:
undersecretary, assistant secretary, bureau director (department-wide and bureau-
wide), assistant regional director (department-wide and bureau-wide), chief department
service, schools division-superintendents, assistant schools division superintendents,
and other officials of equivalent rank.
Employment Process
The employment process includes three (3) stages: (1) recruitment, (2) selection, (3)
appointment. Before employment the personnel and staff of this department undergo these
stages.
Stage I. Recruitment
Recruitment is the process of searching for and identifying job candidates in sufficient
quantity and quality to meet current and organizational needs.
Publication of Vacant Positions. Pursuant to R.A 7041, vacant positions in all levels in the
career service are published in the:
Bulletin of Vacancies in the Civil Service; and
in the newspaper of wide circulation
These are likewise posted in at least three (3) conspicuous places in the office for ten
(10) working days (CSC-MC No. 20, s. 2002).
Positions occupied by holders of temporary appointments are posted every six (6)
months.
Publication of vacant positions is valid for six (6) months only reckoned from the date
the vacant position was published.
Filling-up of the vacant positions is made only after ten (10) working days of publication.
Filing of Applications. At this level, the applicant shall write a letter of intent and send it to
the Personnel Office or directly to the head of the concerned office together with the required
documents. Positions in different levels require different documents.
For the first and second level positions: For the first and second level positions, the following
documents are to be submitted:
LET/Teachers Board Rating and PRC Registration/ License
Transcript of Records
Service Records, if one has teaching experience
CS Form 212 in two (2) copies with the latest 2’x 2’ ID picture
(DepEd Order No. 2, s. 2002)
For Teachers: Ranking is school-based. The school Committee chaired by the school head
or department head shall receive all applications and validates the documents submitted by
the applicants. The Division Sub-Committee evaluates the applicants, conducts’ interview
and observes demonstration teaching. The Division Selection Committee conducts written
examination, consolidates individual ratings and makes the final ranking of all applicants for
inclusion in the registry of all qualified applicants (RQA) for submission and approval of the
Superintendent.
The complete rank list of all teacher-applicants is submitted by the school head to the SDS.
Pooling. A registry of qualified teacher-applicants for every elementary school and for
every secondary school is established in every division office. The RD is furnished a copy of the
registry or pool of qualified teacher-applicants.
Appointment proposal is submitted for screening to the Selection Board, composed of:
For the first and second level positions
As Chairperson: the Secretary/RD/SDS or the authorized representative;
Highest official responsible for personnel management;
Division Chief of the authorized career service representative of the Division/ unit where
the vacancy is;
The human Resource Management Officer (HRMO) or official/ employee directly
responsible for personnel management; and
Two (2) representatives of the rank-and-file career- employees- one (1) from the first
level and one (1) from the second level- who shall both be chosen by the accredited
employee association in the DepEd offices. In case there is no accredited association in
the DepEd offices, the representatives shall be chosen by the employees, through a
general assembly or any mode of selection to be conducted for the purpose. The
candidate who garnered the second shall be the alternate representative.
The HRMO shall act as the Secretariat for the PSB of the first, second, and third levels.
The Secretary/RD/SDS shall ensure equal opportunity for men and women to be represented in
the PSB for all levels.
The following positions are no longer screened by the PSB:
Substitute appointment
Appointment to entry laborer positions
Appointment to personal and primarily confidential positions
Renewal of temporary appointment
b. If you are in local or foreign scholarship or training grant; on authorized leave with
pay for not more than two months (2); or on detail you may also be considered for
promotion. The performance rating to be considered is the rating immediately prior
to the scholarship/training grant/ authorized leave/ detail/ secondment. If you are
promoted, the effectivity date of your promotional appointment is on the
assumption to duty. If you are on scholarship or training grant or authorized leave,
the effectivity is after the said scholarship/training grant/ authorized leave/ detail/
secondment.
c. Promotion within six (6) months prior to compulsory retirement is not allowed
except as otherwise provided by law.
d. A notice announcing your appointment is posted for at least fifteen (15) calendar
days in three (3) conspicuous places in the DepEd office concerned a day after the
issuance of appointment.
e. Upon approval of the appointment on CSC Form 33, the appointee is furnished the
original copy where the position title, employment status, salary rate, nature of
appointment, item number and date of issuance are indicated.
The effectively of change of the status should be the date of the release of the
examination and/ or date of issuance of appropriate license/s.
If the appointee does not assume office within thirty calendar days from receipt of the
approved appointment, the same may be cancelled by the appointing authority. Position is
automatically deemed vacant.
Grievance. A qualified next-in-rank employee may present the grievance with the
office grievance machinery under the following conditions:
a) Non-compliance with the selection process
b) Discrimination on account of gender, civil status, disability, pregnancy, religion,
ethnicity, or political affiliation
c) Disqualification of applicant to a career position for a reason of lack of confidence of the
appointing authority
d) Other violations of the provisions of the MSP
Nature of Appointment
a) Original appointment. Refers to the initial entry into the career and non-career service.
For those on the career service, the first six (6) months of service following the original
appointment shall be probationary in nature, and one shall undergo thorough character
investigation. A probationer may be dropped from the service for unsatisfactory
conduct or performance any time before the expiration of the probationary period.
Such an action is appealable to the CSC.
b) Promotion refers to the advancement from one position to another with an increase
of duties and responsibilities and usually accompanied by an increase in salary. One may
be promoted from one department or agency to another from one organizational unit
to another within the same department or agency.
c) Transfer refers to movement from one position to another, which is equivalent in rank,
level or salary without break in service.
This may be from one department or agency or from one organizational unit to another
in the same department agency. Any movement from the non-career to the career service shall
not be considered as transfer.
If one may seek to transfer to another office, he/she must first secure permission from
the head of the department or agency where he/she is employed stating the effective date of
transfer. If the request to transfer is not granted by the head of the office where one is
employed, it shall be deemed approved after thirty (30) days from the date of notice to the
agency head.
If one fails to transfer in the specified date, he/she shall be considered resigned and
his/her reemployment shall be at the discretion of the head of the office.
His/ her transfer is effective on the day following the last day of service in his/her
former office.
d) Reemployment refers to the reappointment of the person who has been previously
appointed to a position in the career service under the permanent status but was
separated as a result of reduction in force, reorganization, retirement, voluntary
resignation or of any non-disciplinary action such as dropping from the rolls and other
modes of separation. It presupposes a gap in the service.
No prior authority shall be required for the reemployment of a person who has been
previously retired and who has not reached the compulsory retirement age of sixty-five (65).
e) Reappointment refers to the re-issuance of the appointment during the
reorganization, devolution, salary standardization, re-rationalization or similar events. It
presupposes no gap in the service.
f) Reinstatement is the issuance of an appointment to a person who has been
previously appointed to a position in the career service and who has, through no
delinquency or misconduct, been separated from one who has been exonerated of the
administrative charges in his/her previous position.
If one has been exonerated or has been illegally terminated, he/she is deemed not to
have left the service
g) Renewal is the subsequent appointment issued upon the expiration of the
appointment of the contractual/ casual personnel, or temporary appointment if a
qualified eligible is not available. It presupposes no gap in the service.
h) Change of status refers to a change in temporary-permanent or from professional to
regular permanent.
Employment Status
a) Permanent Status is issued to a person who meets the minimum qualifications
including the appropriate eligibility and all requirements of the position to which
he/she is being appointed.
b) Temporary status is issued to a person who meets the education, experience and
training requirements for the position to which he/she is being appointed, except the
appropriate eligibility.
The appointment shall not be exceeding twelve (12) months reckoned from
the date issued.
Temporary appointees do not have security of tenure and may be separated
from the service with or without cause.
They may be terminated within the twelve (12) month period by eligible’s or
non-eligibles (CSC-MC No. 20, s. 2002)
d) Coterminous Status is issued to a person whose entrance and continuity in the service
is:
Based on trust and confidence of the appointing authority or head of unit;
Co-existing with the incumbent;
Limited by the duration of the project’
Co-existent with the appointee;
Appointments of personnel under the Foreign-Assisted Projects (FAP) shall be
coterminous with the project.
e) Contractual is issued to a person who shall undertake specific job for a limited period of
time not to exceed one (1) year.
f) Casual/ Emergency is used for essential and necessary where there are not enough regular
staff to meet the demand of the service. There are normally emergency laborers
hired for a period not exceeding six (6) months.
g) Contract of Services/ Job Orders refers to employment as follows:
The contract covers lump sum work or services such as janitorial, security, or
consultancy services where no employer- employee relationship exists.
The job order covers piece-work or intermittent jobs of short duration not
exceeding six (6) months on a daily basis.
The contracts of services and job orders are not covered by civil service laws,
rules and regulations but covered by Commission on Audit (COA) rules.
The salary of the employee who is detailed or reassigned is received from the mother unit/
agency. It is allowed for a maximum period of one (1) year in case of employees occupying
professional, technical or scientific positions. Detail beyond one (1) year may be allowed
provided it is with consent.
The flexible time schedule means that you may opt to report for work anytime between
7:00am and 9:00am without being late and finish the eight (8) hours of work required of you
sometime between 4:00pm and 6:00pm. Provided that the core working hours is observed.
Your presence in the office during the core working hours is mandatory, as well as
required rendition of (8) hours of work a day. If you report for work later than 9:00 am, you
shall be considered tardy and should you leave earlier than 4:00 p.m. or fails to render the
required eight (8) hours, you shall be considered to have incurred an undertime. The
accumulated total number of tardiness, under time and absences shall be deductible to your
vacation leave credits.
Drivers, utility workers/ janitors, security guards, contractual or casual/ emergency
laborers are not covered by the flexitime schedule. Instead, they shall be required to observe a
schedule suited to the nature of their work as determined by the heads of the offices.
All officers and employees, except presidential appointees, shall record their daily
attendance on the proper form and have them registered on the Bundy clock and now
Biometric machine.
Record of attendance shall be kept in a conspicuous place in the custody of a
responsible officer who shall monitor the arrival and departure of official and
employees.
Timecards should be placed on the racks all the time.
Head of the offices shall be responsible for the attendance of their personnel.
Punching timecard of other employees is prohibited.
Your computation of the rendered eight (8) hours work daily shall be based on the
recorded log in and log out on the timecards in the morning and in the afternoon. Failure to log
out and log in during lunch time shall result to attendance of half day only. Likewise, failure to
log out at the end of the working day shall result in a whole day’s absence.
General Rules
A fraction of ¼ (0.25) or more but less than ¾ (0.75) will be considered as ½ (0.50) day
and a fraction of ¾ (0.75) or more will be counted as 1 full day for the purpose of
granting leave of absence.
If an employee is absent on a regular day for which suspension of work is declared after
the start of the regular working hours, he/she is not considered absent for the whole
day. Instead, he/she is only deducted leave credits or the amount corresponding to the
time the suspension of the work was announced.
Whenever one’s application for leave of absence, including terminal leave, is not acted
upon by the head of agency or his duly authorized representative within five (5) working
days after receipt thereof, his/her application for leave of absence will be deemed
approved.
Even if he/she has a pending administrative case against him/her, he/she is not barred
from enjoying leave privileges.
If one is on leave without pay and fails to report for work at the expiration of one (1)
year from the date of such leave, he/she is considered automatically separated from the
service.
During the period of one’s leave, only substitute appointment can be made to the
position.
When one has been penalized with dismissal from the service, he/she is likewise not
barred from being entitled to his/her terminal leave benefits.
If one has been dismissed from the service but were later exonerated and thereafter
reinstated, he/she is entitled to leave credits during the period that he/ she was out of
the service.
If one has reached the compulsory retirement age of sixty five (65) but his/her service is
extended by the CSC for another six (6) months, he/she no longer earns leave credits.
Teachers Leave
Teachers are not entitled to the usual vacation and sick leave credits but
proportional vacation pay (PVP) during summer and Christmas Vacation.
Teachers who have at least seven (7) years of continuous service may be entitled to
study leave of absence with pay not exceeding one (1) school year. (Sec. 24, RA 4670).
An indefinite sick leave of absence is granted to teachers where the nature of the illness
demands a long treatment that will exceed one (1) year at least (Sec. 25, RA 4670).
Sick Leave
All applications for sick leave of absence for one (1) full day or more will be made
on the prescribed form and will be filed immediately upon his return from the leave.
Notice of absence, will be sent to the immediate supervisor and/or the agency head.
A proper medical certificate will accompany application for sick leave in excess of
five (5) successive days.
Sick leave may be applied for in advance in cases where one will undergo medical
examination or operation, or is advised to rest in view of ill health duly supported by
a medical certificate.
Sick leave is granted only on account of sickness or disability on the part of the
employee concerned or of any member of his/her immediate family.
Approval of sick leave, whether with or without pay, is mandatory provided proof of
sickness or disability is attached to the application in accordance with the
requirements prescribed.
Unreasonable delay in the approval thereof or non-approval without justifiable
reason will be a ground for appropriate sanction against the official concerned.
General Rules
Vacation leave
Tardiness and under time is deducted from vacation leave credits and will be charges
against sick leave credits, unless the under time is for health reasons, supported by
medical certificate and the application for leave.
Vacation and sick leave will be cumulated and any part of it which may not be taken
within the calendar years may be carried over to the succeeding years.
Computation of vacation and sick leave will be made on the basis of one (1) day
vacation leave and one (1) day sick leave for every 24 days of actual service.
All absences in excess of accumulated vacation or sick leave credits will be without
pay. To compute one’s salary in a given month:
When one returns to work before the expiration of her maternity leave, she may
receive both the benefits granted under the maternity leave law and the salary for actual
services rendered effective the day she reports back to work.
Paternity Leave (RA 8187 in relation to CSC DOH Joint Circular No. 1, s. 1996)
A married male employee is entitled to paternity leave of seven (7) working days for his
first four (4) deliveries of his legitimate spouse with whom he is living.
A ‘legitimate spouse’ refers to the woman who validly entered in a contract of marriage.
The first four (4) deliveries will be reckoned from the effectively of the Paternity Leave
Act on July 15, 1996.
Married male employee with more than one (1) legal spouse will be entitled to avail of
paternity leave for a maximum of four (4) deliveries regardless of whichever spouse gives
birth.
The leave will be non-cumulative and strictly non-convertible to cash.
He may enjoy the same either in a continuous or in an intermittent manner on the days
immediately before, during or after the childbirth of miscarriage of his legitimate
spouse.
Maternity / Paternity Leave of Adoptive Parents (CSC Res. No. 020515, dated
April 10, 2002)
Adoptive parents are granted maternity and paternity benefits to which biological
parents are entitled.
School Equipment
The basic kinds of school equipment commonly used or needed in the public schools may
be categorized as follows:
A. Office and Services
• office equipment
• health equipment
• medical equipment
• dental equipment
• clinic equipment
B. Instructional Tools And Services
• science apparatuses
• playground equipments
• shop/industrial art tools
• home economics utensils
• garden tools
School Furniture
School furniture includes desks, chairs, benches, stools, tables, cabinets, shelves, bulletin
boards, stands, racks and similar items required in the instructional spaces.
1. School seats. Good seating is necessary for comfort and good posture and is crucial to the
proper physical development of the child.
1.1 Seat Dimensions
a. Seat height is equal, more or less, to the lower leg height;
b. Seat depth should be 50mm short of the upper leg measurement.
c. Seat width should be reasonably wider than hip width.
d. Backrest height should be as high as the last number vertebra;
e. Seat inclination may be from three(3) to five (5) degrees; and
f. backrest to seat angle may be from 95 to 115 degrees.
2. School tables; such as pupil’s table, teacher’s table, library table, demonstration table,
dining table are designed according to their use or function.
2.1 Table height is determined in relation to the following requirements:
a) There should be sufficient clearance between the underside of the table top and the
seat of the chair to allow comfortable space for the heights of the seated person.
b) the tabletop should be level with the elbows of the seated person; and
c) for part-body measurements, elbow height, thigh and eye height should be used.
Regular Classroom Facilities
1. Standard facilities. The minimum furniture and equipment requirements for a regular
classroom in the elementary grades for a class of 40 pupils are (MECS memorandum no.
315,s. 1982):
a. Furniture
Tables with chairs, 6-seater, washing facility with
Wood/metal, for grades I-II Tablet receptable
chairs, wood/metal, for Grades IV- Water pail
VI Divan (with storage space for
Teacher’s desk, with chair cleaning materials) Trash can
Teacher’s table Bulletin board, with rollers
Chalkboard, framed, wall type, with Stand table/demonstrations table
chalk ledge Filing cabinet
Teacher’s cabinet Hand Storage cabinet
b. Equipment
DECS form rack
Utility box, with caster Lens, hand (magnifying)
Globe (map), 10’’ diameter World map
Map, republic of the Philippines Chart stand, with caster Laboratory
Equipment kit science Microscope
Planetarium
1. Academic classrooms
Elementary - 1.20 sq. /place
High school - 1.40 sq. /place
2. Science laboratories - 2.50 sq./place
3. Libraries - 2.50 sq./place
4. Workshops - 5.00 sq./place
5. Administrative area - 5.00 sq./place
6. Sanitary facilities
Boys’ urinal - 1 urinal/50 pupils
Boys’ toilet seat - 1 m. urinal trough/100
Laboratory - 1 seat/100
Faucet - 1 lab. /toilet
- 1 for every 2
shops (boys)
5 for every two
Shop boys
7. Corridors
500 pupils or less - 1.70 m. Wide
501 to 1000 pupils - 2.20 m. wide
Over 1000 pupils - 2.50 m wide
8. Sites
Elementary, rural 1-8 classes - 2 hectares
Elementary or 10 or more classes - 4 hectares
Secondary, urban 500 pupils or less - 0.5 hectares
501-1,000 pupils - 1.0 hectares
1,001-2,000 pupils - 2 hectares
2,000-3,000 pupils - 3.0 hectares
Maintain same ratio
for enrollment above 3,000
Secondary, Rural - 4 hectares
Secondary agricultural, rural - 54 hectaresFreshwater
Secondary fishery, rural Fishpond
- 6 hectares
- 8 hectares brackish water fishpond
Condemnation and Demolition of School Buildings
A school building which has become unsuitable, dilapidated and whose repair or
rehabilitation will cost 50% or more than the cost of the new building to replace it, should be
recommended for condemnation or demolition.
1. In order that claim for damages or loses to school properties could be maximized, school
heads shall submit all necessary documents to GSIS-PRF, giving attention to the provision of day
period ( from day of occurrence of loss or damage) for the
NOTICE OF CLAIMS to be received at the GSIS headquarters (D.O. No. 58, s. 1997.)
4. All schools shall submit a duly accomplished Property Inventory form to GSIS (D.O. No. 76, s.
1994)
Policy and Guidelines on the Proper Distribution, Case, Recording, Retrieval and Disposed
Textbooks (TXs) with the Teacher’s Manual (TMs) and other Instrumental Materials (IMs)
(DepED Order No.14, s.2012)
a. Textbooks Issuance and Distribution Within the School
TXs and TMs must each be assigned a property code (DepED Order No. 26, s.
2007)
The SDS and SH to them by the school supply officer/ designated property
custodian for the use of the pupils.
Teachers are encouraged to read to the students “Take Case of the Book”
b. Textbook Inventory in the Classroom
Teachers shall require the students to fill out the “Book Record Form”
School supply officers/ designated property custodian are encouraged to
conduct an inventory on TXs at least after every grading period or at the end of a
semester.
c. Textbook Retrieval or Loss
Formula for the computation of loss TXs (DepED order No. 25, s. 2003)
- Amount to be paid= acquisition cost – depreciation amount where
The depreciation amount is equal to the acquisition Cost divided by 5
multiplied by the number of years the lost TX or TM has been used.
The school’s goals are to keep losses of each textbook title at 1% or less. The
Principal/SH should closely monitor retrieval procedures and involved the whole
community in reminding students to return TXs before the end of the school
year.
d. Textbook Disposal
The SH should ensure that all TXs/TMs for condemnation/ disposal are no longer
in the inventory list.
Condemn old TXs/TMs procedure by the Cultural office or other sources (LGUs,
SEF, Local School Board, etc.) that have been replaced or will be replaced by
Universal Titles.
Morning:
6:30-7:00 - Reporting to school
Checking of teachers lesson plans
7:00-7:15 - Attending the Flag raising ceremony
Observing the behavior of the pupils and teachers
Giving a short message after the flag raising
7:15-7:30 - Going around the school campus to find out if the surroundings,
the playground, the gardens, the pathways, corridors, etc. are
clean and safe
7:31-9:00 - Going around the classroom to briefly greet the pupils and
teachers
If there is a need to observe a new teacher, the SH has to
observe such teacher and use STAR observation
9:00-11:00 - Receiving and entertaining visitors in the SH’s office.
11:00-12:00 - Reading and answering official communications received.
12:00-1:00 - Lunch Break
Note: If there are emergency callers the SH has to entertain
them.
Afternoon:
1:00-200 - Reading and answering the remaining official communications
received.
2:00-3:00 - Observing teachers who needs improvement in teaching or
teachers with low performing pupils using STAR observation.
3:00-4:30 - Continuation of class observation
4:30-5:00 - Inspecting the school campus, the classrooms and other school
facilities to ensure that before the teachers and non-teaching staff
leave everything is in order.
Activities of SH which are not done every day but only when called for or needed are
the following:
Attending meetings called by the District Supervisor, Division Office or the
externalstockholders like the office of the Barangay Captain or municipal/ City Mayor.
Attending seminars/ training programs
Conducting school learning action cell (SLAC) trainings OR INSETS for the teachers.
Participating in extracurricular activities like scouting, alay lakad, etc.
Conducting meetings
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ORGANIZATIONAL DEVELOPMENT
Organizational development (OD) is a deliberately planned effort to increase an
organization’s relevance and viability. Vasudevan has referred to OD as future readiness to
meet change, thus a systematic learning and development strategy intended to change the
basics of belief, attitudes and thinking or exploding market opportunities and ensuing
challenges and chaos. OD is the framework for a change process design to lead to desirable
positive impact to all stakeholders and environment. OD can design interventions with
application of several multidisciplinary methods and research besides traditional OD
approaches.
Overview
The purpose of OD is to address perennial evolving needs of successful organizations –
concerted collaborations of internal and external experts in the field to discover what the
process organizations can use to become more stakeholders effective.
OD is a lifelong, built-in mechanism to improve immunity of organization’s health to
renew itself, often with the assistance of a change agent or catalyst and the use of enabling
appropriate theories and techniques from applied behavioral sciences, anthropology,
sociology, and phenomenology. Although behavioral science has provided the basic
foundation for the study and practice of OD, new and emerging fields of study have made their
presence felt. Experts in systems thinking and organizational learning, mind maps, body-mind
synchronicity, structure of institution of decision making, and coaching (to name a few) whose
perspective is not to steeped in just the behavioral sciences, but a much more multi-disciplinary
and inter-disciplinary approach have emerged as OD catalyst. These emergent expert
perspectives see the organization. More importantly, the term change agent or catalyst is
synonymous with the notion of a leader who is engaged in leadership – a transformative or
effectiveness process – as opposed to management, it is a more incremental or efficiency based
changed methodology.
The objective of OD is to improve the organization’s capacity to handle its internal and
external functioning and relationships. This would include such things as improved
interpersonal and group processes, more effective communication, enhanced ability to cope
with organizational problems of all kinds, more effective decision making process, more
appropriate leadership style, improved skill in dealing with destructive conflict, and higher
levels of trust and cooperation among organizational members. These objectives stem from a
value system based on an optimistic view of the nature of man- that man in a supportive
environment is capable of achieving higher levels of development and accomplishment.
Essential to organization development and effectiveness is the scientific method – inquiry, a
rigorous search for causes, experimental testing of hypothesis, and review of results.
Understanding organizations
Weisbord presents a six-box model for understanding organizations:
1. Purpose: the organization’s members are clear about the organization’s mission
and purpose and goal agreements, whether people support the organization’s
purpose.
2. Structure: how is the organization’s work divided up? The question is whether there is
an adequate fit between the purpose and the internal structure. Relationships: between
individuals, between units or departments that perform different tasks, and between
the people and requirements of their jobs. Rewards: the consultant should diagnose
the similarities between what the
3. organization formally rewards or punishes members for.
4. Leadership: is to watch for blips among the other boxes and maintain balance among
them.
5. Helpful mechanism: is a helpful organization that must attend to in order to survive
which planning, control, budgeting and other information systems help organization
members accomplish.
6. (Weisbord, Marvin. (1987). Productive workplace: organizing and managing for
dignity, meaning and community. Jossey-bass publishers, San Francisco)
Problem solving
Problem solving is a mental process which is the concluding part of the larger problem
process that includes problem finding and problem shaping where problem is defined as a
state or desire for the reaching of a definite goal from a present condition that either is not
directly moving toward the goal, is far from it or needs more complex logic for finding a
missing description of conditions or steps toward the goal. Considered the most complex of
intellectual functions, problem solving has been defined as a higher-order cognitive process
that requires the modulation and control of more routine or fundamental skills. Problem
solving has two major domains: mathematical problem solving and personal problem solving
where in the second, some difficulty or barrier is encountered. Further problem solving occurs
when moving from a given state to a desired goal state is needed for either living organisms or
an artificial intelligence system.
Problem-solving techniques
These techniques are usually called problem solving strategies.
Abstraction: solving the problem in a model of the system before applying it
to the real system.
Analogy: using a solution that solves an analogous problem.
Brainstorming: (especially among groups of people) suggesting a larger number of
solutions or ideas and combining and developing them until an optimum is found.
Divide and conquer: breaking down a large, complex problem into smaller, solvable
problems.
Hypothesis testing: assuming a possible explanation to the problem and trying to prove
(or in some contexts, disprove) the assumption.
Lateral thinking: approaching solutions indirectly and creatively.
Means-ends analysis: choosing an action at each step to move closer to the goal
Method of focal objects: synthesizing seemingly non-matching characteristics of
different objects into something new
Morphological analysis: assessing the output and Interactions of an entire system
Proof: try to prove that the problem cannot be solved. The point where the proof fails
will be starting point for solving it
Reduction: transforming their problem into another problem for which solutions exist
Research: employing existing ideas or adapting existing solutions to similar problems
Root cause analysis: eliminating the cause of the problem
Trial-and-error: testing possible solutions until the right one is found
Decision making
Decision Making can be regarded as the mental process (cognitive process)
resulting in the selection of a course of action among several alternative scenarios.
Every decision making process produces a final choice. The output can be an action or an
opinion of choice.
Overview
Human performance in decision terms has been a subject of active research from
several perspectives. From a psychological perspective, it is necessary to examine individual
decisions in the context of a set of needs, preferences an individual has and values they seek.
From a cognitive perspective, the decision making process must be regarded as a continuous
process integrated in the interaction with the environment. From a normative perspective, the
analysis of individual decisions is concerned with the logic of decision making and rationality
and the invariant choice it leads to.
Yet, at another level, it might be regarded as a problem solving activity which is
terminated when a satisfactory solution is reached. Therefore, decision making is a
reasoning or emotional process which can be rational or irrational, can be based on explicit
assumptions or tacit assumptions.
One must keep in mind that most decisions are made unconciously. Jim Nightingale,
Author of Think Smart-Act Smart, states that “we simply decide without thinking much about
the decision process”. In a controlled environment, such as a classroom, instructors encourage
students to weigh pros and cons before making a decision. However in the real world, most of
our decisions are made unconsciously in our mind because frankly, it would take too much
time to sit down and list the pros and cons of each decision we must make on a daily basis.
Logical decision making is an important part of all science-based professions, where
specialists apply their knowledge in a given area to making informed decisions. For example,
medical decision making often involves making a diagnosis and selecting an appropriate
treatment. Some research using naturalistic methods shows, however, that in situations with
higher time pressure, higher stakes, or increased ambiguities, experts use intuitive decision
making rather than structured approaches, following a recognition primed decision approach
to fit a set of indicators into the expert’s experience and immediately arrive at a satisfactory
course of action without weighing alternatives. Recent robust decision efforts have formally
integrated uncertainty into the decision making process. However, Decision Analysis
recognized and included uncertainties with a structured and rationally justifiable method of
decision making since its conception in 1964.
A major part of decision making involves the analysis of finite set of alternatives
described in terms of evaluative criteria. These criteria may be benefit or cost in nature. Then
the problem might rank these alternatives in terms of how attractive they are to the decision
maker(s) when all the criteria are considered simultaneously. Another goal might be to just find
the best alternative or determine the relative total priority of each alternative.(for instance,
if alternatives represent projects competing for funds) when all the criteria are considered
simultaneously. Solving such problems is the focus of multi criteria decision (MCDA) also
known as multi-criteria decision making (MCDM).
Problem Analysis
Analyze performance, what should the results be, against what they actually are
Problems are merely deviations from performance standards Problems
must be precisely identified and described Problems are caused by a
change from distinctive features
Something can always be used to distinguish between what hasn’t been effected by a
cause
Causes to problems can be deduced from relevant changes found in analyzing the
problem
Most likely cause to a problem is the one that exactly explains all the facts
Decision Making
Objectives must first be established
Objectives must be classified and placed in order of importance
Alternative actions must be developed
The alternative must be evaluated against all the objectives
The alternative that is able to achieve all the objectives is the tentative decision
The tentative decision is evaluated for more possible consequences
The decisive actions are taken, and additional actions are taken to prevent any adverse
consequences from becoming problems and starting both systems (problem analysis
and decision making) all over again
There are steps that are generally followed that result in a decision model that can be
used to determine an optimal production plan
In a situation featuring conflict, role-playing is helpful for predicting decisions to be
made by involved parties.
Decision Planning
Making a decision without planning is fairly common, but does not often end well.
Planning allows for decisions to be made comfortably and in a smart way. Planning makes
decision making a lot more simpler than it is. Decision will get four benefits out of planning:
1. Planning give chance to the establishment of independent goals. It is a conscious and
directed series of choices. 2. Planning provides a standard of measurement. It is a
measurement of whether you are going towards or further away from your goal. 3. Planning
converts values to action. You think twice about the plan and decide what will help advance
your plan best. 4. Planning allows limited resources to be committed in an orderly way. Always
govern the use of what is limited to you (e.g. money, time, etc.)
Everyday techniques
Some known decision-making techniques include:
Pros and Cons: Listing the advantages and disadvantages of each option,
popularized by Plato and Benjamin Franklin Contrast the costs and benefits of all
alternatives. Also called Rational decision making.
Simple Prioritization: Choosing the alternative with the highest probability- weighted
utility for each alternative (see Decision Analysis)
TQM is a philosophy and a system for continuously improving the services and/or
products offered costumers. Now that the technologies of transportation and
communication have placed national economic system with a global economy, nations and
businesses that do not practice TQM can become globally non-competitive rather rapidly. This
march toward non-competitiveness can be avoided if citizens are helped to become TQM
practitioners. Thereof, the potential benefits of TQM on a school, or District College are very
clear:
1. TQM can help a school or college provide services to its primary costumers- students
and employers.
2. The continuous improvement focus of TQM is a fundamental way of fulfilling the
accountability requirement common to educational reform.
3. Operating a non-fear TQM system with a focus on continuous growth and
improvement offers more excitement and challenge to students and teachers than a
“good-enough” learning environment can provide. Thereof, the climate for learning is
improved.
PILLARS OF QUALITY
Pillar 3: Measurement
This is an area where most schools fail. Many good things are happening in education
today, but the professions involved in the process are so focused in solving problems that they
fail to measure the effectiveness of their efforts.
You cannot improve what you cannot measure. Schools cannot meet the quality
standards established by the society unless they have a vehicle for measuring progress toward
achieving those standards.
Pillar 4: Commitment
The administrators / school board must be committed to quality. If they are not, the
quality of the transformation process might fail. Everyone must support the quality effort.
Quality is a cultural change that causes an organization to change the way things are
done. People are resistant to change and management must support the change process by
providing people with education, tools, system processes that promote quality.
Classroom Management
In its positive sense, classroom management means a great deal more than making
students behave.
The teacher keeps things going;
Keeps things moving; Keeps things
safe;
Runs the show well enough to be able to actually teach and have students learn.
At his heart:
Positive classroom management is creative:
Creates the best situation in which students can learn and the teacher can teach.
PDCA Cycle
A. Individual Schools
1. A cash advance account is replenished regularly and remains open during the
year. It will be closed only at the end of the fiscal year. The regular cash advance for a
given activity must be liquidated within thirty (30) days of completion of activity for
which it was taken. This modified cash advance is for regular School operations and is
similar to the management of a petty cash or revolving fund.
2. It is used only for the payment of the school expenses approved in the AIP and for no
other purposes.
3. The amount shall be in accordance with the approved AIP translated to SOB.
4. Some expenses approved in the AIP may be paid directly by check by the finance unit or
division if the school head so decides. Payment by check is preferred for transaction
involving sizeable amounts. For practical and safety reasons, it should be clear that even
transaction to be paid directly by check by the division should have been initiated by the
school head if it is to be charge against the school SBMF. It is emphasized that the
school head has complete discretion over utilization of the SBMF of the school,
provided it is based on the approved AIP/ SOB.
5. Only regular government personnel may be issued cash advances and only cash advance
for a school is allowed anytime. For this reason, the modified cash advance should
already take into account all possible cash required for all possible activities covered by
the School Operating Budget for a specific month. In the event that a particular need
was missed, this can be solved by resorting to direct payment to the service provider or
supplier by check.
6. There is no need to wait for cash advance to be fully spent or at the and of the month
to come before replenishing the fund. Hence all expenses must be liquidated as soon
as these reach 75% of the cash advance or one week before the end of the month,
whichever comes first, so that when the new month comes in, the office has a full cash
advance. Liquidations may be made as often as needed. However frequent liquidations
due to unforeseen needs indicate poor planning and poor cash programming. It is
imperative that care and diligence in the preparation of monthly cash program be
observed.
B. Clustered Schools.
1. For clustered schools, only the cluster head shall be allowed to open a cash
advance account. However, each school head within the cluster shall share in this cash
advance according to his/her SOB.
2. The Cluster head shall develop a system of distributing and documenting the cash
advance to other school heads in the cluster.
3. The division shall honor the cash advance sharing document for purposes of
determining accountability of each school head for specific cash advances.
4. Each school head within the cluster has full discretion over the SBM funds in his/ her
school. The cluster head has no authority to dictate the utilization of SBM funds
allocated to other schools in the cluster.
The cluster System is recommended to enable the cluster head usually from a bigger
school, to assist small schools in remote areas.
Always make sure that transactions using the cash advance are fully supported by
receipts and the other forms of evidences for the disbursements made. Always consult with
TEEP-DPISU or division accountant whenever in doubt. Follow the standard procedures, rules
and regulations as prescribed under the New Government Accounting System and by the
Commission on Audit.
c) Statements of assets and liabilities of the other to be bonded as of the end of the
proceeding yea.
d) The foregoing documents shall be submitted, together with the application for
Bond, to the auditor who shall fix and approve the amount of the bond and shall
transmit the same to the Fidelity Bond Division or the Bureau of the Treasury
(National Treasury).
4. When the accountability is increased, the Accountant shall ensure that additional bond
is applied for.
5. When the accountable officer ceases to be one, the Accountant shall immediately
inform the Fidelity Bond Division about it.
Notes:
1. Number of teachers include regular (plantilla of DepEd) and those funded by the
Local School Board and Barangay Funds
2. It should be clear that for regular division MOOE, the allocation for the school is usually
coursed through the school cluster head because it is he/she who is bonded by DepEd.
Fiscal management
1. Prepares a management plan
2. Develops a school budget which is consistent with SIP/AIP
3. Generates and mobilized financial resources
4. Manages school resources in accordance with DepED policies and accounting and
auditing rules and regulations and other pertinent guidelines.
5. Accepts donations, gifts, bequest and grants in accordance with RA 9155
6. Manages a process for registration, maintenance and replacement of school assets and
disposition of non-reusable properties.
7. Organizes a procurement committee and ensures that the official procurement process
is followed
8. Utilizes funds for approved school programs and projects as reflected in SIP/ AIP
9. Monitors utilization, recording and reporting of funds
10. Accounts for school fund
11. Prepares financial reports and submits/ communicates the same to higher education
authorities and other education partners
Challenges Ahead
The goal of SBM is the improvement of the quality of elementary education through
decentralization, in accordance to RA 9155. The task ahead for the Department of
Education is to institutionalize SBM to the rest of the public elementary schools in the country,
while sustaining the gains made by schools under TEEP which helped to develop and implement
SBM according to their own conditions, capacities, and aspirations.
References:
School Based Management and its Support System: Handbook and Operations Manual for
School heads, Third Elementary Education Projects, Dept. of Education, Pasig City,
Philippines, March 2004.
Aide Memoire Philippines, Third Elementary Education Project, World Bank Supervision
Mission: January 21- February 5, 2004. The World Bank Group, Washington DC U.S.A.
February 17, 2004
2003-04- Annual Reports, TEEP Divisions.
b) BAC – refers to the Bids and Awards Committee established in accordance with Article V
of this Act.
c) (c) Bidding Documents – refers to documents issued by the Procuring Entity as the
basis for Bids, furnishing all information necessary for a prospective bidder to prepare a
bid for the Goods, Infrastructure Projects, and Consulting Services to be provided.
d) Bid – refers to a signed offer or proposal submitted by a supplier, manufacturer,
distributor, contractor or consultant in response to the Bidding Documents.
e) Competitive Bidding – refers to a method of procurement which is open to
participation by any interested party and which consists of the following processes:
advertisement, pre-bid conference, eligibility screening of prospective bidders, receipt
and opening of bids, evaluation of bids, post qualification, and award of contract, the
specific requirements and mechanics of which shall be defined in the IRR to be
promulgated under this Act.
f) Consulting Services – refers to services for Infrastructure Projects and other types of
projects or activities of the Government requiring adequate external technical and
professional expertise that are beyond the capability and/or capacity of the government
to undertake such as, but not limited to: (i) advisory and review services; (ii) pre-
investment or feasibility studies; (iii) design; (iv) construction supervision; (v)
management and related services; and (vi) other technical services or special studies.
(g) G-EPS – refers to the Government Electronic Procurement System as provided in
Section 8 of this Act.
g) Goods – refer to all items, supplies, materials and general support services, except
consulting services and infrastructure projects, which may be needed in the
transaction of public businesses or in the pursuit of any government undertaking,
project or activity, whether in the nature of equipment, furniture, stationary,
materials for construction, or personal property of any kind, including non-personal
or contractual services such as the repair and maintenance of equipment and
furniture, as well as trucking, hauling, janitorial, security, and related or analogous
services, as well as procurement of materials and supplies provided by the
procuring entity for such services.
h) GPPB – refers to the Government Procurement Policy Board established in
accordance with Article XX of this Act.
i) Head of the Procuring Entity – refers to: (i ) the head of the agency or his duly
authorized official, for national government agencies; (ii) the governing board or its
duly authorized official, for government-owned and/or controlled corporations; or (iii)
the local chief executive, for local government units. Provided, That in a
department, office or agency where the procurement is decentralized, the Head of
each decentralized unit shall be considered as the Head of the Procuring
Entity subject to the limitations and authority delegated by the head of the
department, office or agency.
j) Infrastructure Projects – include the construction, improvement, rehabilitation,
demolition, repair, restoration or maintenance of roads and bridges, railways, airports,
seaports, communication facilities, civil works components of information technology
projects, irrigation, flood control and drainage, water supply, sanitation, sewerage and
solid waste management systems, shore protection, energy/power and electrification
facilities, national buildings, school buildings, hospital buildings and other related
construction projects of the government.
k) IRR – refer to the implementing rules and regulations to be promulgated in
accordance with Section 75 this Act.
l) Portal – refers to a website that aggregates a wide variety of content for the purpose
of attracting a large number of users.
m) Procurement – refers to the acquisition of Goods, Consulting Services, and the
contracting for Infrastructure Projects by the Procuring Entity. Procurement shall also
include the lease of goods and real estate. With respect to real property, its
procurement shall be governed by the provisions of Republic Act No. 8974, entitled “An
Act to Facilitate the Acquisition of Right-of-Way Site or Location for National
Government Infrastructure Projects and for Other Purposes”, and other applicable laws,
rules and regulations.
source of information on all government procurement. The G-EPS shall serve as the
primary and definitive source of information on government procurement. Further, the GPPB
is authorized to approve changes in the procurement process to adapt to improvements in
modern technology, provided that such modifications are consistent with the provisions of
Section 3 of this Act.
To take advantage of the significant built-in efficiencies of the G-EPS and the volume
discounts inherent in bulk purchasing, all Procuring Entities shall utilize the G-EPS for the
procurement of common supplies in accordance with the rules and procedures to be
established by the GPPB. With regard to the procurement of non-common use items,
infrastructure projects and consulting services, agencies may hire service providers to
undertake their electronic procurement provided these service providers meet the minimum
requirements set by the GPPB.
SEC. 9. Security, Integrity and Confidentiality. - The G-EPS shall ensure the security, integrity
and confidentiality of documents submitted through the system. It shall include a feature that
provides for an audit trail for on-line transactions and allow the Commission on Audit to verify
the security and integrity of the systems at any time.
ARTICLE IV
COMPETITIVE BIDDING
SEC. 10. Competitive Bidding. - All Procurement shall be done through Competitive
Bidding, except as provided for in Article XVI of this Act.
ARTICLE V
BIDS AND AWARDS COMMITTEE
SEC. 11. The BAC and its Composition. - Each procuring entity shall establish a single BAC
for its procurement. The BAC shall have at least five (5) members, but not more than seven (7)
members. It shall be chaired by at least a third ranking permanent official of the procuring
entity other than its head, and its composition shall be specified in the IRR. Alternatively, as
may be deemed fit by the head of the procuring entity, there may be separate BACs where
the number and complexity of the items to be procured shall so warrant. Similar BACs for
decentralized and lower level offices may be formed when deemed necessary by the head of
the procuring entity. The members of the BAC shall be designated by the Head of Procuring
Entity. However, in no case shall the approving authority be a member of the BAC.
Unless sooner removed for a cause, the members of the BAC shall have a fixed term of one
(1) year reckoned from the date of appointment, renewable at the discretion of the Head of
the Procuring Entity. In case of resignation, retirement, separation, transfer, re-assignment,
removal, the replacement shall serve only for the unexpired term: Provided, That in case of
leave or suspension, the replacement shall serve only for the duration of the leave or
suspension. For justifiable causes, a member shall be suspended or removed
by the Head of the Procuring Entity.
SEC. 12. Functions of the BAC. - The BAC shall have the following functions: advertise and/or
post the invitation to bid, conduct pre-procurement and pre-bid conferences, determine
the eligibility of prospective bidders, receive bids, conduct the evaluation of bids, undertake
post-qualification proceedings, recommend award of contracts to the Head of the Procuring
Entity or his duly authorized representative: Provided, that in the event the Head of the
Procuring Entity shall disapprove such recommendation, such disapproval shall be based only
on valid, reasonable and justifiable grounds to be expressed in writing, copy furnished the
BAC; recommend the imposition of sanctions in accordance with Article XXIII, and perform
such other related functions as may be necessary, including the creation of a Technical Working
Group from a pool of technical, financial and/or legal experts to assist in the procurement
process.
In proper cases, the BAC shall also recommend to the Head of the Procuring Entity the use
of Alternative Methods of Procurement as provided for in Article XVI hereof.
The BAC shall be responsible for ensuring that the Procuring Entity abides by the standards
set forth by this Act and the IRR, and it shall prepare a procurement monitoring report that
shall be approved and submitted by the Head of the Procuring Entity to the GPPB on a
semestral basis. The contents and coverage of this report shall be provided in the IRR.
SEC. 13. Observers. – To enhance the transparency of the process, the BAC shall, in all stages
of the procurement process, invite, in addition to the representative of the Commission on
Audit, at least two (2) observers to sit in its proceedings, one (1) from a duly recognized
private group in a sector or discipline relevant to the procurement at hand, and the other
from a nongovernment organization: Provided, however, That they do not have any direct or
indirect interest in the contract to be bid out. The observers should be duly registered with
the Securities and Exchange Commission and should meet the criteria for observers as set
forth in the IRR.
SEC. 14. BAC Secretariat. - To assist the BAC in the conduct of its functions, the Head of the
Procuring Entity shall create a Secretariat that will serve as the main support unit of the BAC.
The Head of the Procuring Entity may also designate an existing organic office within the
agency to serve as the Secretariat.
SEC. 15. Honoraria of BAC Members. – The Procuring Entity may grant payment of honoraria
to the BAC members in an amount not to exceed twenty five percent (25%) of their respective
basic monthly salary subject to availability of funds. For this purpose, the Department of
Budget and Management (DBM) shall promulgate the necessary guidelines.
SEC 16. Professionalization of BAC, BAC Secretariat and Technical Working Group
Members. – The GPPB shall establish a sustained training program for developing the capacity
of the BACs, BAC Secretariats and Technical Working Groups of Procuring Entities, and
professionalize the same.
ARTICLE XVI
ALTERNATIVE METHODS OF PROCUREMENT
SEC. 48. Alternative Methods. - Subject to the prior approval of the Head of the
Procuring Entity or his duly authorized representative, and whenever justified by the
conditions provided in this Act, the Procuring Entity may, in order to promote economy and
efficiency, resort to any of the following alternative methods of Procurement:
(a) Limited Source Bidding, otherwise known as Selective Bidding –a method of Procurement
that involves direct invitation to bid by the Procuring Entity from a set of pre- selected
suppliers or consultants with known experience and proven capability relative to the
requirements of a particular contract;
(c) Repeat Order – a method of Procurement that involves a direct Procurement of Goods
from the previous winning bidder, whenever there is a need to replenish Goods procured
under a contract previously awarded through Competitive Bidding;
(d) Shopping – a method of Procurement whereby the Procuring Entity simply requests for the
submission of price quotations for readily available off-the-shelf Goods or ordinary/ regular
equipment to be procured directly from suppliers of known qualification; or
(e) Negotiated Procurement – a method of Procurement that may be resorted under the
extraordinary circumstances provided for in Section 53 of this Act and other instances that
shall be specified in the IRR, whereby the Procuring Entity directly negotiates a contract with
a technically, legally and financially capable supplier, contractor or consultant. In all instances,
the Procuring Entity shall ensure that the most advantageous price for the Government is
obtained.
SEC. 49. Limited Source Bidding. – Limited Source Bidding may be resorted to only in any of
the following conditions:
(a) Procurement of highly specialized types of Goods and Consulting Services which are known
to be obtainable only from a limited number of sources; or
(b) Procurement of major plant components where it is deemed advantageous to limit the
bidding to known eligible bidders in order to maintain an optimum and uniform level of
quality and performance of the plant as a whole.
SEC. 50. Direct Contracting. – Direct Contracting may be resorted to only in any of the
following conditions:
(a) Procurement of Goods of proprietary nature, which can be obtained only from the
proprietary source, i.e. when patents, trade secrets and copyrights prohibit others from
manufacturing the same item;
(b) When the Procurement of critical components from a specific manufacturer, supplier or
distributor is a condition precedent to hold a contractor to guarantee its project performance,
in accordance with the provisions of his contract; or,
(c) Those sold by an exclusive dealer or manufacturer, which does not have sub-dealers selling
at lower prices and for which no suitable substitute can be obtained at more advantageous
terms to the Government.
SEC. 51. Repeat Order. – When provided for in the Annual Procurement Plan, Repeat Order
may be allowed wherein the Procuring Entity directly procures Goods from the previous
winning bidder whenever there arises a need to replenish goods procured under a contract
previously awarded through Competitive Bidding, subject to post-qualification process
prescribed in the Bidding Documents and provided all the following conditions are present:
(a) The unit price must be equal to or lower than that provided in the original contract; (b)
The repeat order does not result in splitting of requisitions or purchase orders;
(c) Except in special circumstances defined in the IRR, the repeat order shall be availed of only
within six (6) months from the date of the Notice to Proceed arising from the original contract;
and,
(d) The repeat order shall not exceed twenty-five percent (25%) of the quantity of each item of
the original contract.
SEC. 52. Shopping. – Shopping may be resorted to under any of the following instances: (a)
When there is an unforeseen contingency requiring immediate purchase: Provided,
however, That the amount shall not exceed Fifty Thousand Pesos (P50,000); or
(b) Procurement of ordinary or regular office supplies and equipment not available in the
Procurement Service involving an amount not exceeding Two Hundred Fifty Thousand Pesos
(P250,000): Provided, however, That the Procurement does not result in Splitting
of Contracts: Provided, further, That at least three (3) price quotations from bona fide
suppliers shall be obtained.
The above amounts shall be subject to a periodic review by the GPPB. For this purpose,
the GPPB shall be authorized to increase or decrease the said amount in order to reflect
changes in economic conditions and for other justifiable reasons.
SEC. 53. Negotiated Procurement. – Negotiated Procurement shall be allowed only in the
following instances:
(b) In case of imminent danger to life or property during a state of calamity, or when time is of
the essence arising from natural or man-made calamities or other causes where immediate
action is necessary to prevent damage to or loss of life or property, or to restore vital public
services, infrastructure facilities and other public utilities;
(c) Take-over of contracts, which have been rescinded or terminated for causes provided for in
the contract and existing laws, where immediate action is necessary to prevent damage to or
loss of life or property, or to restore vital public services, infrastructure facilities and other
public utilities;
(d) Where the subject contract is adjacent or contiguous to an ongoing infrastructure project,
as defined in the IRR: Provided, however, That the original contract is the result of a
Competitive Bidding; the subject contract to be negotiated has similar or related scopes of
work; it is within the contracting capacity of the contractor; the contractor uses the same
prices or lower unit prices as in the original contract less mobilization cost; the amount
involved does not exceed the amount of the ongoing project; and, the contractor has no
negative slippage: Provided, further, That negotiations for the procurement are commenced
before the expiry of the original contract. Whenever applicable, this principle shall also govern
consultancy contracts, where the consultants have unique experience and expertise to deliver
the required service; or,
(e) Subject to the guidelines specified in the IRR, purchases of Goods from another agency of
the Government, such as the Procurement Service of the DBM, which is tasked with a
centralized procurement of commonly used Goods for the government in accordance with
Letters of Instruction No. 755 and Executive Order No. 359, series of
1989.
PRACTICE TEST
A. i only
B. ii and iii
C. ii and iv
D. I, ii, iii and iv
29. As a SH, what should you prepare based on the approved
SOB?
1. Monthly Procurement Program
B. Monthly Cash Program
C. monthly Liquidation
D. Monthly Summary of Financial operations
30. Shopping can be resorted to when there is an unforeseen
contingency requiring immediate, provided that the amount shall
not exceed –
A. P 50,000.00
B. P 80,000.00
C. P 100,000.00
D. P 150,000.00
Key to Correction
1. D
A, B, C are members of SGC
2. C
A, B, and D are all responsibilities of the SH
3. A
B- iii is not
C- iii is not, only ii and iv
D- iii is not, only I and iv
4. B
A- not first
C- not third
D- not fourth
5. A
B- not reemployment
C- reappointment
D- not demotion because it is movement which is not equivalent in rank
6. B
7. D
8. C
9. D
10. A
11. C
12. D
13. D
14. A
15. B
16. D
17. B
18. D
19. B
20. C
21. C
22. A
23. B
24. D
25. D
26. C
27. A
28. D
29. B
30. A
REFERENCES
Aide Memorie Philippines, 2004. Third Elementary Education Project, World Bank
Supervisor, Mission: Jan. 21 - Feb. 5, 2004. The World Bank Group, Washington, DC
USA
DepEd. TEEP, Rev. June 2005, A Primer on School-Based Management and Its
Support Systems.
DepEd. BEE Project of Learn, Enhancing the Learning Environment (Module for
Teachers)
DepEd Order, No. 20, s. 2009. Further Revisions to the Hiring Guidelines for
Teacher 1 Positions under DepEd Order No. 4, s. 2007
DepEd Order No. 38, s. 2009. Corrigendum to DepEd Order No. 20, s. 2009
DepED Order. No 14, s. 2012. “ The Policy and Guidelines on the Proper Distribution, Care
Recording, Retrieval and Disposal of Textbook (TXs) with the teachers Manuals (TMs)
and other Instructional materials (IMs)