Title
De Guzman vs. Commission on Audit
Case
G.R. No. 245274
Decision Date
Oct 13, 2020
BWD's Centennial Bonus disallowed by COA; officers liable for refund, employees exempt if in good faith; AO 103 applies to GOCCs.

Case Digest (G.R. No. 143581)

Facts:

  • Background and Authorization
    • The Baguio Water District (BWD) authorized the grant of a centennial bonus for its officers and employees by Resolution (BR) No. 046-2009 dated November 20, 2009.
    • The centennial bonus, equivalent to fifty percent (50%) of an employee’s salary, was intended to commemorate the 100th anniversary of Baguio City.
    • The grant was effected despite existing austerity measures, notably the suspension on new or additional benefits to full-time officials and employees imposed by Administrative Order (AO) No. 103 dated August 31, 2004.
  • COA Audit and Notice of Disallowance
    • The Commission on Audit (COA) Audit Team, led by Antonieta La Madrid, issued Notice of Disallowance (ND) No. 12-023-101-(09) on May 15, 2012.
    • The ND disallowed the total bonus payment amounting to P1,233,860.50, citing its lack of legal basis pursuant to AO 103.
    • The ND’s issuance was based on the non-compliance with AO 103, as the bonus was neither a Collective Negotiation Agreement Incentive (CNAI) nor expressly authorized by any presidential issuance.
  • Procedural Developments and Administrative Decisions
    • Petitioners (former managerial and administrative officers, members of the BWD Board of Directors, and BWD employees as payees) challenged the ND before the COA-Cordillera Administrative Region (COA-CAR).
    • COA-CAR, in Decision No. 2015-26 dated May 21, 2015, affirmed the ND despite procedural peculiarity – the absence of the supervising auditor’s signature, which was explained by the lack of assignment of such an auditor at the time.
    • In Decision No. 2017-475 dated December 28, 2017 and Resolution dated September 27, 2018, the COA En Banc upheld the ND with modification, clarifying the liability of the parties involved:
      • Passive recipients (employees) who received the bonus in good faith were excused from refunding the amount.
      • The BWD approving, certifying, and authorizing officers (petitioners) were held jointly and severally liable for the disallowed bonus.
  • Nature of the Dispute
    • Petitioners argued that:
      • The ND was defective for lacking the supervising auditor’s signature.
      • BWD, as a government-owned and controlled corporation (GOCC), should not be subjected to the austerity measures of AO 103.
      • The bonus had been released in good faith, thereby excusing the need for refund.
    • The opposing arguments, supported by the Office of the Solicitor General, maintained the following:
      • The ND’s validity despite the missing signature, due to the non-assignment of a supervising auditor at that time.
      • That water districts, being GOCCs created under PD 198, are subject to the control of the President and thus bound by AO 103.
      • That the disallowance was proper, and petitioners’ negligence in approving the bonus triggered their liability for refund.

Issues:

  • Validity of the Notice of Disallowance
    • Is ND No. 12-023-101-(09) defective for not bearing the signature of a supervising auditor, in accordance with Section 10.2, Chapter III of the COA Rules and Regulations on Settlement of Accounts (COA-RRSA)?
  • Applicability of Presidential Control
    • Is the BWD, being a government-owned and controlled corporation established under Presidential Decree (PD) No. 198, subject to the power of control of the Office of the President, thereby necessitating compliance with AO 103?
  • Determination of Liability for Refund
    • Are petitioners (certifying and approving officers) jointly and severally liable to refund the full disallowed amount?
    • Should the passive recipient employees, who received the bonus in good faith, also be required to return the funds received?

Ruling:

  • (Subscriber-Only)

Ratio:

  • (Subscriber-Only)

Doctrine:

  • (Subscriber-Only)

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