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Case Digest - G.R. No. 208566 - Belgica vs. OchoaCD

The Philippine Supreme Court ruled the Pork Barrel System, including the Priority Development Assistance Fund (PDAF), unconstitutional due to violations of the separation of powers and lack of specificity in appropriations. The Court found that allowing individual legislators to control project funding undermines legislative authority and the President's line-item veto power. The ruling enjoined the release of remaining PDAF funds and emphasized the necessity for specific appropriations to maintain constitutional governance and accountability.

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0% found this document useful (0 votes)
32 views4 pages

Case Digest - G.R. No. 208566 - Belgica vs. OchoaCD

The Philippine Supreme Court ruled the Pork Barrel System, including the Priority Development Assistance Fund (PDAF), unconstitutional due to violations of the separation of powers and lack of specificity in appropriations. The Court found that allowing individual legislators to control project funding undermines legislative authority and the President's line-item veto power. The ruling enjoined the release of remaining PDAF funds and emphasized the necessity for specific appropriations to maintain constitutional governance and accountability.

Uploaded by

Angelo Fabian
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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3/23/25, 12:36 AM Case Digest: G.R. No. 208566 - Belgica vs.

Ochoa

Title
Belgica vs. Ochoa

Case Decision Date


G.R. No. 208566 Nov 19, 2013

The Philippine Supreme Court ruled the Pork Barrel System, including PDAF,
unconstitutional, citing violations of separation of powers, specificity in
appropriations, and public accountability, reinforcing governance transparency.

Jur.ph - Case Digest (G.R. No. 208566)


Reasoning Model - Advanced

Facts:

Consolidated Petitions and Background


Several petitions were filed under Rule 65 challenging the constitutionality of
the pork barrel system in the Philippines.
The controversies center on funds allocated both to legislators (Congressional
pork barrel, commonly known as the Priority Development Assistance Fund
or PDAF) and to the Executive (Presidential pork barrel funds like the
Malampaya Fund under PD 910 and the Presidential Social Fund under
PD 1869 as amended).
Petitioners alleged that these funding mechanisms allow for unchecked
discretionary use and improper post‐enactment participation in the budget
execution process.

Evolution of the Pork Barrel System


Traditional appropriations evolved over the years into lump‑sum allocations—
the so‑called “pork barrel” funds—that are granted to individual legislators
irrespective of district size or objective need.
The 2013 General Appropriations Act (GAA) contains provisions that allow for
lump‑sum allocations to be “divided” among members—e.g., each member of
the House receiving a fixed amount and each Senator a larger fixed amount—
without adequate differentiation based on local needs.

Alleged Constitutional Violations and Misuses


The petitions assert that the PDAF and related provisions subvert the
established roles of the Executive and Legislature by:
Allowing individual legislators to select and modify which projects receive
funding through post‑enactment measures.
Permitting congressional committees to exercise de facto veto powers over
fund realignments and releases, interfering with the President’s exclusive
authority in budget execution.
Additionally, controversial phrases in PD 910 (“and for such other purposes as
may be hereafter directed by the President”) and in PD 1869 (regarding
financing “priority infrastructure development projects”) are claimed to
constitute undue, vague delegations of legislative power.

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3/23/25, 12:36 AM Case Digest: G.R. No. 208566 - Belgica vs. Ochoa

Procedural History and Interim Measures


The consolidated petitions challenged the entire pork barrel system as
embodied in the 2013 GAA and related executive decrees.
Prior to full resolution, the Court issued a Temporary Restraining Order (TRO)
to halt the release/disbursement of pending PDAF funds pending a final
decision.

Issue:

Constitutionality of the 2013 PDAF Provisions


Do the PDAF provisions—which allocate lump‑sum funds to individual
legislators and allow them to determine project priorities and realignments—
violate the Constitution’s mandate on the separation of powers?
Does such a system constitute an impermissible delegation of legislative
authority to individual members instead of the legislative body as a whole?

Effect on the Executive’s Line‑Item Veto Power


Does the lump‑sum nature of the PDAF block the exercise of the President’s
constitutional right to a line‑item veto, which requires specific, identifiable
appropriations?

Undue Delegation in PD 910 and PD 1869


Do the phrases in PD 910 (“...for such other purposes as may be hereafter
directed by the President”) and in PD 1869 (authorizing funds “to finance the
priority infrastructure development projects...”) improperly delegate
legislative power?
Are these provisions so vague or expansive that they infringe upon Congress’s
exclusive power to determine the purpose and amount of public
appropriations?

Interbranch Encroachment and Checks and Balances


Does allowing post‑enactment participation by individual legislators and
congressional committees in project identification, fund release, and fund
realignment constitute an unconstitutional interference in executive
functions?
How does this impact the balance between the separation of powers and the
system of checks and balances as envisioned by the Constitution?

Appropriate Remedy and Effect on Disbursed Funds


Should the Court declare the challenged provisions unconstitutional and
enjoin the release of funds, thereby requiring any remaining funds to revert to
the government’s general account?
Are the interim measures (such as the TRO) proper given the alleged ongoing
abuse of the pork barrel system?

Ruling:

Partial Granting of the Petitions


The Court declared that the provisions of the 2013 GAA creating a lump‑sum
PDAF that enables individual legislators to control project identification, fund
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3/23/25, 12:36 AM Case Digest: G.R. No. 208566 - Belgica vs. Ochoa

release, and realignment are unconstitutional.


Equally, it held that the language in PD 910 permitting the use of the
Malampaya Fund “for such other purposes as may be hereafter directed by
the President” is an impermissible delegation of legislative power.
The provision in PD 1869 authorizing the financing of “priority infrastructure
development projects...” was similarly found unconstitutional due to its undue
delegation and lack of specificity.

Consequential Orders
The Court issued a permanent injunction enjoining the release/disbursement
of the remaining PDAF funds under the 2013 GAA.
It directed that any funds disbursed in contravention of its TRO be reverted to
the unappropriated surplus of the General Fund.

Scope of the Decision


The ruling did not necessarily invalidate every lump‑sum or discretionary
fund in the national budget but specifically targeted the pork barrel
mechanisms that undermine constitutional safeguards and the required
separation of powers.

On Procedural and Political Question Arguments


The Court rejected arguments that the issues were non‑justiciable political
questions by emphasizing that grave abuse of discretionary power impacting
fundamental constitutional roles is reviewable.
It acknowledged that while political reforms are underway, judicial review is
required to protect constitutional integrity.

Ratio:

Constitutional Mandates on Appropriations


The Constitution requires that no money be spent except pursuant to a law
that appropriates funds for specific, identifiable purposes.
This ensures that legislative and executive functions remain properly divided.

Separation of Powers and Non‑Delegability


Delegating the power to determine how and for what purposes the
appropriated funds are spent to individual legislators or to allow the
Executive unfettered discretion (via vague phrases) amounts to an
impermissible delegation of legislative power.
Such delegation undermines the constitutional design where Congress as a
body exercises its power of the purse and the President retains exclusive
authority over execution.

The Necessity of Itemization for the Line‑Item Veto


The President’s constitutional power to veto individual line‑items depends on
appropriations being detailed and specific.
Lump‑sum appropriations that bundle disparate projects together deprive the
President of a meaningful veto right, effectively nullifying an essential check
on legislative spending.

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3/23/25, 12:36 AM Case Digest: G.R. No. 208566 - Belgica vs. Ochoa

Accountability and Oversight Failures


Allowing post‑enactment interventions—such as requiring legislative
concurrence on fund realignment—interferes with the Executive’s duty to
ensure timely and efficient budget execution.
This interference further compromises public accountability and diminishes
the capacity of Congress to exercise genuine oversight.

Doctrine:

Doctrine of Separation of Powers


The case reaffirms that each branch of government is confined to its
constitutionally allotted sphere: Congress enacts laws including
appropriations, while the Executive executes them.
Any encroachment by one branch into the functions of another—such as
congressional interference in budget execution—is unconstitutional.

Non‑Delegability of Legislative Power


Legislative power, especially the power of appropriations, must be exercised
by Congress as a whole and cannot be unconstitutionally delegated to
individual legislators or to the Executive through vague and overly broad
statutory language.
The Court emphasized that specific, itemized appropriations are required to
preserve the constitutional balance.

The Principle of the Line‑Item Veto


The President’s power to veto improper expenditure items is predicated on
the presence of detailed, line‑item appropriations in the budget.
A lump‑sum appropriation that denies this specificity frustrates the intent of
the constitutional check and balance, rendering the appropriation invalid.

Limited Application of the Political Question Doctrine


Although certain questions of policy are traditionally deemed “political,” the
Court held that grave abuses of discretionary power that affect constitutional
rights are justiciable.
Stare decisis may not be blindly applied when it entrenches interpretations
that now conflict with the fundamental constitutional design of government
finances.

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