Online Orientation on the REVISED

GUIDELINES ON THE GRANT OF THE

SPECIAL HARDSHIP ALLOWANCE (SHA)

May 25, 2021 (Batch 1: Luzon Cluster)

via Zoom
 Online Attendance

Before we formally start, kindly visit the link below and

accomplish the online attendance form. Thank you!

bit.ly/SHAOrientationAttendance

DEPARTMENT OF EDUCATION 2
NATIONAL ANTHEM

DEPARTMENT OF EDUCATION 3
 PRAYER
Lord Almighty, teach us to desire You everyday.
Help us to restrain ourselves and instead, allow You to work wonders
in our lives.
Guide us in our every word, thought, and action so that through
them, we may be bearers of Your mercy and compassion to others;
and may always be growing more in love with You.

Be patient to us and forgive us for all our trespasses. Grant us

knowledge to recognize your presence; understanding to embrace
Your message; and wisdom to discern right from wrong.

Thank you for being a faithful God. We surrender to You our worries,
fears, our worldly concerns. We lift up to You all our petitions. With
great confidence, we proclaim Your glory, and trust You now and
forever.

Amen.
DEPARTMENT OF EDUCATION 4
Recognition of Participants

DEPARTMENT OF EDUCATION 5
 INSPIRATIONAL MESSAGE

JESUS L.R. MATEO

Undersecretary
Planning and Human Resource &
Organizational Development

DEPARTMENT OF EDUCATION 6
 OPENING REMARKS

ATTY. ANNE RACHEL C.

MIGUEL
Director IV, BHROD

DEPARTMENT OF EDUCATION 7
RATIONALE AND OBJECTIVE

MR. DEXTER N. PANTE

Chief, SED-BHROD

DEPARTMENT OF EDUCATION 8
SPECIAL HARDSHIP ALLOWANCE (SHA)

• Compensation provided to teachers

who “are exposed to hardship such
as difficulty in commuting to the
place of work or other hazards
peculiar to the place of employment,
as determined by the Secretary of
Education”. It amounts to at least
25% of the teacher’s monthly salary
(RA 4670 also known as “The Magna
Carta for Public School Teachers”).
• A mechanism to encourage
experienced teachers to remain
teaching in hardship posts.

DEPARTMENT OF EDUCATION 9
National Budget Circular (NBC)
514 s. 2007

Teachers assigned in
hardship posts

Alternative Learning
System (ALS)

Multi-grade teachers

DEPARTMENT OF EDUCATION 10
Hardship Posts (NBC 514 s. 2007)

•Transport
•TransportInaccessibility
Inaccessibility
Accessible only by hiking, animal ride, banca ride,
Accessible only by hiking, animal ride, banca ride,
or other unusual/irregular means of transportation,
or other unusual/irregular means of transportation,
partly or wholly from the nearest available point of
partly or wholly from the nearest available point of
regular motorized land/water transport (minimum
regular motorized land/water transport (minimum
distance of 5km)
distance of 5km)

DEPARTMENT OF EDUCATION 11
 Hardship Posts (NBC 514 s. 2007)
•Difficulty of Situation 
•Difficulty of Situation 
Places declared as calamitous by the President based on National
Places declared as calamitous by the President based on National
Disaster Coordinating Council (NDCC) recommendation
Disaster Coordinating Council (NDCC) recommendation
Involves hazards to life, including exposures to armed conflict, to
Involves hazards to life, including exposures to armed conflict, to
be determined by the Schools Division Superintendent (SDS)
be determined by the Schools Division Superintendent (SDS)
Inconvenience of travel due to dangerous terrain, isolation and
Inconvenience of travel due to dangerous terrain, isolation and
extreme weather conditions to be determined by the SDS.*
extreme weather conditions to be determined by the SDS.*
*While this is included in the definition of a hardship post, it does not seem to be considered
*While
in thethis is included
calculation in the
of the definition
Hardship of a hardship post, it does not seem to be considered
Allowance.
in the calculation of the Hardship Allowance.

DEPARTMENT OF EDUCATION 12
 NBC 514 s. 2007
HARDSHIP POSTS *Note how the
DISTANCE (KM) SHA (% Basic Salary) basis of SHA
computation is
5-10 15 % provided for the
Transport
11-20 20% inaccessibility,
21 & above 25% but not for the
difficulty of
MULTIGRADE TEACHERS situation.

NUMBER OF CLASSES SHA (% Basic Salary)

Handling classes of 2 grades 15 %
Handling classes of 3 grades 20%
Handling classes of 4 or more grades 25%

ALTERNATIVE LEARNING SYSTEM (ALS)

NUMBER OFLEARNING LEVEL/S SHA (% Basic Salary)
Handling 1 learning level 15 %
Handling 2 diff. learning levels 20%
Handling 3 or more diff. learning levels 25%
DEPARTMENT OF EDUCATION 13
The Magna Carta for Public School Teachers
(RA 4670)

•Sec.
•Sec.19. Special Hardship Allowances
19. Special Hardship Allowances
“In
“In areas
areas inin which
which teachers
teachers are
are exposed
exposed toto
hardship
hardshipsuch
suchasasdifficulty
difficultyinincommuting
commutingtotothe the
place
placeofofwork
workororother
otherhazards
hazardspeculiar
peculiartotothe
the
place of employment, as determined
place of employment, as determined by the by the
Secretary
Secretary ofof Education,
Education, they they shall
shall be be
compensated
compensated specialspecial hardship
hardship allowances
allowances
equivalent
equivalent toto atat least
least 25%
25% ofof their
their monthly
monthly
salary.”
salary.”

DEPARTMENT OF EDUCATION 14
 ISSUES

Inconsistency
Inconsistencyof
ofthe
theMagna
Magna
Carta
Cartavs.
vs.NBC
NBC514
514

Varying
Varyinginterpretations
interpretations
of
ofthe
theNBC
NBC514
514
Decentralized SHA
Decentralized SHA
process
process- -Long
Longprocess
processof
of
availment
availment
DEPARTMENT OF EDUCATION 15
 Gearing towards a more objective SHA
implementation….

Development of
the HARDSHIP
INDEX

DEPARTMENT OF EDUCATION 16
 Objective of the Orientation

Orient
Orientthethefield
fieldoffices
officeswith
withthethenew
new
guidelines
guidelineson onthe
thegrant
grantofofSpecial
Special
Hardship
HardshipAllowance
Allowance(SHA)
(SHA)pursuant
pursuant
totothe
therecently
recentlyreleased
releasedDepEd-DBM
DepEd-DBM
Joint Circular JC No. 1, s. 2021.
Joint Circular JC No. 1, s. 2021.

DEPARTMENT OF EDUCATION 17
ORIENTATION
PROPER
 House Norms

Listen attentively. During the open forum,

“raise your hand” to ask
questions/clarifications and
wait for the facilitator to
acknowledge you before
speaking.
Keep your microphones unmute and
cameras off unless called to speak.

Use the chatbox to send out your Ask questions concisely.

questions and/or clarifications that will
be answered during the Open Forum.

DEPARTMENT OF EDUCATION 19
 Program

MAY 25, 2021

START END ACTIVITY
8:00 8:30 Registration
National Anthem
8:30 8:45 Prayer
Recognition of Participants
8:45 9:00 Inspirational Message
9:00 9:20 Opening Remarks
9:20 9:45 Rationale/Objective
9:45 9:50 House Rules
9:50 10:00 BREAK
10:00 11:45 Orientation Proper
11:45 12:15 Open Forum
Closing Remarks
12:15 12:30
Awarding of Certificates

DEPARTMENT OF EDUCATION 20
Development of Hardship Index

DEPARTMENT OF EDUCATION 22
 JULY 2016

DepEd and UNICEF Partnership

Review and revise the current hardship

allowance practices

HARDSHIP INDEX
DEPARTMENT OF EDUCATION 23
 Research Findings

To serve as an incentive
To serve as an incentive
for
forteachers
teachersorormore
more
qualified
qualifiedororexperienced
experienced
teachers
teacherstototake
take
positions in areas where ToTocompensate
compensatethem them
positions in areas where forthe
thehardship
hardshipthey they
they are lacking
they are lacking for
arefacing,
are facing,ininterms
terms
of danger, difficulty
of danger, difficulty
tototeach,
teach,cost
costofof
living,etc.
living, etc.

DEPARTMENT OF EDUCATION 24
Research findings: SHA Calculations
All teachers receiving Incorrect calculations
the same amount with mismatches
regardless of their base between the distance
salary; and % rate;

Inconsistency on % rate dependent on

whether days present teacher level rather than
are included; distance;

Non-teaching staff
receiving SHA.

DEPARTMENT OF EDUCATION 25
 Research findings: Significant Issues

Some teachers are not getting their

entitled amounts;

Lack of transparency which limits

oversight and financial accountability;

Heavy workload for division offices to

build and maintain worksheets;

Easy to make mistakes and difficult to

update e.g. when transport to a school is
improved.
DEPARTMENT OF EDUCATION 26
Development of
the HARDSHIP
INDEX

DEPARTMENT OF EDUCATION 27
 What is Hardship Index (HI)?

Any number Combination The closer the

from 0 to 1 of all the value of the
representing aspects index to 1, the
the degree of identified as higher the
hardship of a hardship degree of
particular factors hardship
school

DEPARTMENT OF EDUCATION 28
 Factors Affecting Hardship

Occurrence of
Poverty Violent Acts
Travel time Travel cost to within the
Incidence of
to SDO SDO school and
Municipality immediate
surroundings

Existence of
Access to
Access to Access to Temporary
internet
electricity water supply Learning
connection
Spaces

DEPARTMENT OF EDUCATION 29
Formulation of the HI

An analysis of current policies relating to teacher

hardship allowance;

An analysis of current practices in the calculation

of teacher hardship allowance at division office
level;

Consultations with teachers through workshops

in the National Capital Region and South
Cotabato province and an online survey; and

Analysis of teaching levels in schools based on

available EBEIS data.

DEPARTMENT OF EDUCATION 30
 Example of the calculation of the
Hardship Index
Example
Variable weighting Weight
school
Travel Cost to Division 613.44 0.072279
Travel Time to Division 289 0.161487
Poverty incidence 30.99 0.081556
Violent Acts 1 0.054933
No electricity 0 0
No water 0 0
No internet access 0 0
Temporary learning spaces
needed 0 0
 TOTAL  0.3700

DEPARTMENT OF EDUCATION 31
 Distribution of Index Values
of All Schools
Low High
Hardship School Hardship Index Distribution Hardship
2500

2000

1500

1000

500

0
01 .04 .07 1 3 6 9 2 5 8 1 4
0. 0.1 0.1 0.1 0.2 0.2 0.2 0.3 0.3 0.3
7 4 3 6 9 2 5 8 1 4
0. 0.4 0.4 0.4 0.5 0.5 0.5 0.6 0.6 0.6
7 7 3 6 9 2 5 8 1 4
0. 0.7 0.7 0.7 0.8 0.8 0.8 0.9 0.9 0.9
7 1
0. 0 0

Bin Frequency

DEPARTMENT OF EDUCATION 32
 Distribution of Index Values
of All Schools
Low High
Hardship School Hardship Index Distribution
Hardship
2500

2000

1500

1000

500

0
01 .04 .07 1 3 6 9 2 5 8 1 4
0. 0.1 0.1 0.1 0.2 0.2 0.2 0.3 0.3 0.3
7 4 3 6 9 2 5 8 1 4
0. 0.4 0.4 0.4 0.5 0.5 0.5 0.6 0.6 0.6
7 7 3 6 9 2 5 8 1 4
0. 0.7 0.7 0.7 0.8 0.8 0.8 0.9 0.9 0.9
7 1
0. 0 0

Bin Frequency

DEPARTMENT OF EDUCATION 33
 Adopting the Hardship Index

Objective Reduce Real time

way of process of release of
identifying availing the SHA to
hardship the SHA teachers
posts

DEPARTMENT OF EDUCATION 34
THE NEW GUIDELINES

DEPARTMENT OF EDUCATION 35
SPECIAL HARDSHIP ALLOWANCE (SHA)

An additional compensation
generally paid to teachers
who, because of the nature
and/or location of their work,
are exposed to hazards and
difficulties.

DEPARTMENT OF EDUCATION 36
 COVERAGE

School Heads Alternative School Heads

and Teachers Learning System and Multi-grade
assigned in (ALS) Mobile Teachers
hardship posts; Teachers, District assigned in Pure
ALS Coordinators Multigrade
concurrently schools.
handling ALS
classes; and
DEPARTMENT OF EDUCATION 37
 General Guidelines and Other
Eligibility Conditions
1. All qualified recipients shall receive the SHA amounting to twenty-five
percent (25%) of their monthly salary for a period of ten (10) months for
every fiscal year, which shall be released on a quarterly basis.

2. For qualified personnel who meet more than one (1) criterion (e.g. A
pure MG school is also categorized as a hardship post) the MG teacher
shall receive SHA on only one criterion.

3. The SHA shall be withdrawn if:

a. The qualified personnel from a hardship post transfers to a non-
hardship area;
b. The qualified personnel from a pure MG school transfers to a non-
hardship post or a non-pure MG school;
c. The school is no longer a pure MG school (offering both MG and
monograde classes); and
d. The mobile teacher or DALSC is no longer handling ALS classes.

DEPARTMENT OF EDUCATION 38
 PROCEDURES

1. Identification of Schools as Hardship Posts

a. Central Office identifies hardship post schools using the HI as

derived from the 8 hardship factors:
 Travel time to SDO;
 Travel cost to SDO;
 Poverty Incidence of Municipality;
 Occurrence of Violent Acts within the school and
immediate surroundings;
 Access to electricity;
 Access to water supply;
 Access to internet connection; and
 Existence of Temporary Learning Spaces.

DEPARTMENT OF EDUCATION 39
 PROCEDURES
1. Identification of Schools as Hardship Posts

b. In calculating the HI of all public schools, the data on the identified

eight (8) variables shall be sourced from the enhanced Basic
Education Information System (BEIS) and other relevant data and
information sources that are available or may be developed, such as
the Philippine Statistics Authority’s multi-dimensional poverty
index.

c. Under the hardship post category, teachers in schools with an HI

level equal to or greater than the set HI cut-off level will be eligible
to receive the SHA. Said HI cut-off level shall be effective for three
(3) years.

d. Starting FY 2021, teachers assigned in schools with HI of 0.37 and

above shall be eligible to receive SHA. (The list of hardship posts
with the corresponding hardship levels is attached as Annex A in
the DO)

DEPARTMENT OF EDUCATION 40
 PROCEDURES
2. Computation of the SHA

a. Eligible DepEd personnel shall be provided with SHA equivalent to twenty-

five percent (25%) of their monthly basic salary, computation of which shall
be reckoned from the first day of their assignment to hardship post/pure
MG schools. The formula for the computation of SHA shall be in accordance
with Section 5.5 of DBM-DepEd JC.

b. The individual SHA amount shall depend on the qualified personnel’s salary
grade level and corresponding step increment as well as the number of
actual days the personnel is physically present in the school / learning
center. The Daily Time Record (DTR) or any attendance and monitoring
form, as prescribed by applicable policies, approved by the Head of Office
shall serve as basis for the attendance of the personnel.

c. A cluster school head handling two or more hardship posts/pure MG

schools shall be qualified to receive SHA in proportion to the actual number
of days he/she is present in those schools. In no case shall the cluster school
head be granted SHA more than the rate as computed in Section 5.5 of the
DBM-DepEd JC.

DEPARTMENT OF EDUCATION 41
 Computation of SHA

SHA = (Teacher’s Basic Salary x SHA Rate) x (number of

days present in a month over 22 days in a month)

SHA = (P23,877.00 x 25%) x (19/22)

= P5,155.26

Where,
P23,877.00 = teacher’s basic monthly salary
25% = rate corresponding to the hardship level as
identified at the central level
19 = number of days present in a month
22 = total number of working days in a month

* For purposes of SHA calculation, tardiness or under-time of 4 hours or

more shall be considered as half-day (0.5 day).
DEPARTMENT OF EDUCATION 42
 PROCEDURES
3. Budget Allocation and Release

a. The Bureau of Human Resource and Organizational Development

(BHROD) – School Effectiveness Division (SED) shall identify the
schools considered as hardship posts based on the HI cut-off and
compute the corresponding budget allocation for the qualified
personnel eligible for the SHA.

b. Regional lump-sum specific for the payment of the Special Hardship

Allowance are allocated in the Special Provisions of the GAA every
fiscal year.

c. The Bureau of Learning Delivery (BLD) and the Bureau of Alternative

Education (BAE) shall submit to BHROD-SED the list of pure MG
schools and ALS mobile teachers and DALSCs, respectively, eligible to
receive the SHA for computation of the corresponding budget
allocation.
DEPARTMENT OF EDUCATION 43
 PROCEDURES
3. Budget Allocation and Release

d. SDO-Personnel Unit shall prepare the SHA payroll quarterly and

submit to Regional Office (RO) – Finance Unit.

e. SDO-Finance Unit processes payment of SHA to entitled personnel.

f. SDO-Personnel Unit, in coordination with SDO-Finance Unit,

submits list of teachers who received SHA to RO Personnel Unit
through email every six (6) months. (The reporting form is attached
as Annex B in the DO)

g. RO-Personnel Unit consolidates SDO reports of SHA recipients and

submits to the Central Office-Personnel Division and School
Effectiveness Division (SED) of BHROD thru email every six (6)
months at [email protected] and [email protected].

DEPARTMENT OF EDUCATION 44
 MONITORING AND EVALUATION

1. BHROD shall continuously gather feedback on the

implementation of the Special Hardship Allowance
Policy from all concerned stakeholders, through online
feedback forms to be accomplished by the SHA
recipients. It shall conduct a periodic review of this
policy to further enhance its provisions and
effectiveness. A separate communication shall be issued
to this effect.

2. The offices accountable for monitoring the timely

payment of SHA to qualified DepEd personnel shall be
the Personnel Units of both the Schools Division Office
and Regional Office.

DEPARTMENT OF EDUCATION 45
 EFFECTIVITY

1. This Order shall take effect on 01 January 2021.

2. All existing DepEd issuances inconsistent with the

provisions of these guidelines are hereby rescinded.

DEPARTMENT OF EDUCATION 46
 Policy Highlights

NBC 514, s. 2007 NEW GUIDELINES

The hardship index takes into
account eight (8) hardship factors
that were identified as significantly
affecting delivery of basic
education services at the school
Current practice suggests that level.
hardship posts are largely based on
school distance from the nearest
point of available regular motorized All school heads and teachers
land/water transport whose school’s hardship index is
equal to or greater than the HI
cut-off are qualified to receive the
SHA.

DEPARTMENT OF EDUCATION 47
 Policy Highlights
NBC 514, s. 2007 NEW GUIDELINES
Recipient identification for Hardship
Teachers need to submit documents for Post will be done at the Central Office
evaluation if they are qualified for the level using the Hardship Index. All
SHA. others who are eligible (school head
and MG teachers assigned in pure MG,
and mobile teachers and ALS
Schools Division Office evaluates coordinators concurrently handling ALS
documents submitted and identifies who classes) are automatically SHA
are qualified to receive the SHA recipients.
DTR or any attendance and
monitoring form, as prescribed by
There is no definite office at the SDO applicable policies, approved by the
level who handles recipient identification Head of Office shall serve as basis for
the attendance of the personnel.

DEPARTMENT OF EDUCATION 48
 Policy Highlights
NBC 514, s. 2007 NEW GUIDELINES
NBC 514: SHA shall not exceed
25% of Annual basic salary
25% SHA Rate across the
Magna Carta: SHA equivalent to board
at least 25% of their monthly
salary

All teachers handling 2 or more For the Multigrade schools,

classes are qualified to receive only MG teachers from PURE
the SHA, whether they are from MG schools shall be qualified
pure or combination MG schools. to receive the SHA

MG teachers and ALS shall No more scaling of SHA rate

receive SHA based on number of according to number of
classes and learning levels, classes (MG) and number of
respectively. learning levels (ALS) handled

DEPARTMENT OF EDUCATION 49
 Policy Highlights

NBC 514, s. 2007 NEW GUIDELINES

Priority in payment of SHA No more prioritization

shall be given to teachers clause, all qualified teachers
in hardship posts. under hardship posts, ALS and
pure MG Schools will ALL
receive the SHA at 25% rate

No definite office/s were Specific office/s were

assigned specific tasks in identified to perform specific
the processing of SHA tasks relative to SHA

SHA is released at the end SHA shall be received by

of the year teachers on a quarterly basis.

DEPARTMENT OF EDUCATION 50
DEPARTMENT OF EDUCATION 51
 CLOSING REMARKS

MR. DEXTER N. PANTE

Chief, SED-BHROD

DEPARTMENT OF EDUCATION 52
 Online Evaluation

Thank you for attending this orientation! Help us further

improve our succeeding orientation, by accomplishing the
evaluation form. Your feedback is highly appreciated!

bit.ly/SHAOrientationEvaluation

DEPARTMENT OF EDUCATION 53
 Orientation Materials

You may download the slides, and other relevant

materials for SHA through the link below:

bit.ly/SHAOrientationMaterials

DEPARTMENT OF EDUCATION 54
THANK YOU!

DEPARTMENT OF EDUCATION 55