Expert Advisory Committee
ICAI-Expert Advisory Committee
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Query No. 6

Subject:

Creation of provision for non-fund based facilities.1

A. Facts of the Case

1. A nationalised bank is covered under the Banking Companies (Acquisition and Transfer of Undertakings) Act, 1970. Its main function is acceptance of deposits and making advances to various customers. The querist has stated that during the course of business, some loan accounts become non-performing and stop generating income. Prudential norms on Income Recognition, Asset Classification and Provisioning pertaining to Advances have been prescribed by the Reserve Bank of India (RBI), being regulator of banks. The Master Circular issued by RBI, dated 1st July, 2005, elaborates the provisioning requirements for ‘Fund based accounts’. However, RBI guidelines are silent with regard to provisioning in respect of ‘Non-fund based facilities’.

2. The querist has further mentioned that the Master Circular of the RBI requires reporting on non-performing assets (NPAs) to the RBI in the following format:
         1. Gross advances
         2. Gross NPAs
         3. Gross NPAs as a percentage of gross advances
         4. Total Deductions (i+ii+iii+iv)
              (i) Balances in Interest Suspense Account
              (ii) DICGC/ECGC claims received and held pending adjustment
              (iii) Part payment received and kept in suspense account
              (iv) Total provisions held
         5. Net advances (1 – 4)
         6. Net NPAs (2 – 4)
         7. Net NPAs as a percentage of net advances

For the purpose of the above reporting, ‘gross advances’ mean all outstanding loans and advances including advances for which refinance has been received but excluding rediscounted bills, and advances written off at Head Office level (technical write-off).

3. According to the querist, it is clear from the above that gross advances to be reported to the RBI only comprise loans and advances (i.e., funded facilities) and not non-funded facilities. It is only logical that the NPAs will cover only those facilities which are included in gross advances.

B. Query

4. In the light of the above circular, the querist has sought the opinion of the Expert Advisory Committee on the following issues with regard to Accounting Standard (AS) 29, ‘Provisions, Contingent Liabilities and Contingent Assets’, issued by the Institute of Chartered Accountants of India:


           (a) In respect of the borrowal accounts (secured by tangible assets) classified as non-performing assets, where letters of credit (LCs) and letters of guarantee (LGs) are outstanding, whether provision is to be made in the books of the account of the bank, for such outstanding LCs and LGs, particularly, when the liability in respect of such LCs/LGs has not been crystallised.


           (b) Whether the answer will be different if no tangible security is held by the bank.

C. Points considered by the Committee

5. The Committee notes that the basic issue raised in the query relates to whether provision in respect of non-funded exposures, such as, LCs and LGs is required to be made under the requirements of AS 29, the borrowal accounts related to which have been classified as non-performing assets. The Committee, while expressing its opinion, has considered only this issue and has not touched upon any other issue arising from the Facts of the Case.


6. The Committee notes the definition of the term ‘provision’, the recognition criteria with regard thereto and the definition of the term ‘contingent liability’ as per AS 29 which are reproduced below:
           “A provision is a liability which can be measured only by using a substantial degree of estimation.”
           “14. A provision should be recognised when:
              (a) an enterprise has a present obligation as a result of a past event;
              (b) it is probable that an outflow of resources embodying economic benefits will be required to settle the obligation; and
              (c) a reliable estimate can be made of the amount of the obligation.

            If these conditions are not met, no provision should be recognised.”

           “A contingent liability is:
              (a) a possible obligation that arises from past events and the existence of which will be confirmed only by the occurrence or               non-occurrence of one or more uncertain future events not wholly within the control of the enterprise; or
              (b) a present obligation that arises from past events but is not recognised because:
                   (i) it is not probable that an outflow of resources embodying economic benefits will be required to settle the obligation; or
                   (ii) a reliable estimate of the amount of the obligation cannot be made.”

The Committee notes from the above that a provision is required to be made only when the definition of the term ‘provision’ and recognition criteria in respect thereof as per AS 29 are satisfied. If these conditions are not satisfied, these items should be disclosed as contingent liabilities as per the provisions of AS 29.

7. The Committee is of the view that a borrowal account becoming an NPA, does not necessarily mean that LCs or LGs related to that borrowal account will also become NPA. Hence, it requires assessment on case-to-case basis, in the facts and circumstances of each case and keeping in view the past experience in respect of such NPAs as to whether a provision is warranted as per the requirements of AS 29 or a disclosure as contingent liability is required as discussed above.

D. Opinion

8. On the basis of the above, the Committee is of the following opinion on the issues raised in paragraph 4 above:


           (a) In respect of LCs/LGs which relate to borrowal accounts (whether secured by tangible assets or not) which are NPAs, provision is required to be made only when the conditions as stipulated in AS 29 are satisfied as discussed in paragraph 7 above. In case the provision is required to be made on the aforementioned basis, the realisable value of the security should be adjusted while determining the amount of provision required to be made.


          (b) With respect to whether provision is required to be made, the answer will not be different whether or not a tangible security is held by the bank, although, the amount of provision required to be made may differ, if no tangible security is held, as stated in (a) above.


1 Opinion finalised by the Committee on 14.5.2007.