Expert Advisory Committee
ICAI-Expert Advisory Committee
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Query No. 30

Subject:

Accounting treatment of parts of a fixed asset replaced by insurance/capital

spares and kept in store after repair for further use.1

A. Facts of the Case

1. A public sector company registered under the Companies Act, 1956, is engaged in the construction and operation of hydroelectric power projects. While procuring plant and machinery for power stations, capital spares/insurance spares are also procured either with the mother plant or subsequently. According to the querist, all such spares are capitalised in line with the accounting policy of the company, which had been framed keeping in view Accounting Standard (AS) 2, ‘Valuation of Inventories’, Accounting Standard (AS) 10, ‘Accounting for Fixed Assets’, and Accounting Standards Interpretation (ASI) 2, ‘Accounting for Machinery Spares (Re. AS 2 and AS 10)’2 read with an earlier opinion on ‘accounting treatment of insurance spares’ given by the Expert Advisory Committee of the Institute of Chartered Accountants of India [published as Query No. 40 in the Compendium of Opinions – Volume XXI]. The said accounting policy of the company is as follows:

      “3.1(a) Machinery spares procured along with the plant and machinery or subsequently and whose use is expected to be irregular are capitalised separately, if cost of such spares is known and depreciated fully over the residual useful life of the related plant and machinery. If the cost of such spares is not known particularly when procured along with the mother plant, these are capitalised and depreciated along with the mother plant.

        3.1(b) The written down value (WDV) of the spares is charged to revenue in the year in which such spares are consumed. Similarly, the value of such spares, procured and consumed in a particular year is charged to the revenue in that year itself.

         3.1(c) When the useful life of the related fixed asset expires and the asset is retired from active use, such spares are valued at net book value or net realisable value whichever is lower. However, in case the retired asset is not replaced, WDV of the related spares less disposable value is written off.

          3.2 Other spares are treated as ‘stores and spares’ forming part of the inventory and expensed when issued.”

2. The querist has stated that WDV of the capital spares consumed is charged to the revenue. However, on the replacement of old capital spares with the new ones, it happens that some of the capital spares, which are retrieved, are suitable for reuse after some repairs. Accordingly, such retrieved spares are got repaired depending upon the economically serviceable condition and are kept in stock for their subsequent use. Cost of repair of such spares is expensed and a memoranda quantitative account is kept for such spares. This policy is being followed consistently.

3. The querist has informed that during the audit of accounts of the company for the year 2007-08, the government auditor has raised an observation regarding the practice being followed by the company regarding the accounting for retrieved spares. The contention of the auditor is that re-usable capital spares retrieved from the generating units and lying in stock at the end of the year should be valued on the basis of engineering estimates and recognised in the accounts. The audit observation was not pressed further on the assurance that the management shall study the implication next year.

4. The querist has further stated that as regards the observation of the auditor, management is of the opinion that re-capitalisation of such repaired capital spares on assessed value may not be appropriate owing to the following reasons:

       (i) Expenditure on repair of the retrieved capital spares already stands charged to revenue;
 
      (ii) In hydro-power industry, life of the spare part of the power generating plant usually depends on the quantum of silt in the water. Moreover, quantum of the silt content is also not uniform at all times. In a particular season, silt content may be more than usual thereby causing early replacement of spare parts and vice-versa. Therefore, it is quite difficult to ascertain the life of the retrieved spares, rate at which it is to be depreciated in case of re-capitalisation of such retrieved (repaired) spares;

       (iii) At times, engineering estimate may be more than the cost of repair, in that case, re-capitalisation would tantamount to recognition of notional income to the extent of difference between the engineering estimate and cost of repair, which does not seem to be prudent.

5. The querist has stated that to address the issue of taking such spares in the accounts in addition to keeping memoranda quantitative record, the company is of the view, particularly in view of the reasons given in paragraph 4 above, that the appropriate accounting treatment would be to capitalise such retrieved (repaired) spares at a notional value of Re.1 instead of capitalising it at the value as per engineering estimate. This process of capitalising the retrieved (repaired) capital spares @ Re.1 would keep on revolving every time when a capital spare is consumed and the retrieved one is got repaired for its re-use.

B. Query

6. The querist has sought the opinion of the Expert Advisory Committee on the following issues:

      (a) Whether the accounting treatment as suggested in paragraph 5 above would be appropriate.

      (b) Other alternative treatment, if any, in lieu of the aforesaid alternative.

C. Points considered by the Committee

7. The Committee notes that the basic issue raised by the querist relates to the accounting treatment of parts of a fixed asset replaced by insurance/capital spares and kept for reuse after some repairs. Therefore, the Committee restricts itself to the specific issue raised by the querist and has not touched upon any other issue that may be contained in the Facts of the Case, such as, appropriateness of rest of the accounting policy of the company related to spares as mentioned in paragraph 1 above, identification of the spares as capital spares, viz., machinery spares which can be used only in connection with an item of fixed asset and whose use is expected to be irregular, etc.

8. The Committee notes paragraph 25 of AS 10, which provides as below:

        “25. Fixed asset should be eliminated from the financial statements on disposal or when no further benefit is expected from its use and disposal.”

9. From the above, the Committee is of the view that if any item of fixed asset is having no expected future benefit from its use or disposal, it should be eliminated from the financial statements. However, if it has a future economic benefit, it should continue to be recognised in the books of account.

10. The Committee is of the view that ordinarily, when a part of the fixed asset gets worn out and is physically replaced by its capital spare, the part taken out from the fixed asset is of no further use and is discarded. However, from accounting point of view, the cost of the part thus removed from the fixed asset continues to be a part of the cost of the whole fixed asset which keeps getting depreciated. The capital spare, which now replaces the original part in the fixed asset loses its separate identity and becomes a part of the fixed asset. Accordingly, the written down value of the capital spare is written off in the profit and loss account. From the Facts of the Case, the Committee notes that in the case of the company under consideration, sometimes the original part removed from the fixed asset can be used again after repair. The original part thus continues to have an economic value as it can later replace the capital spare which was used to replace the original part, when that capital spare gets worn out. In such a situation, when the capital spare replaces the original part in the fixed asset and that original part can be used again after repair, the written down value of that capital spare should not be charged off to the profit and loss account. Instead, only the repair charges should be charged off to the profit and loss account. The depreciation should continue to be charged on the value of the capital spare over the remaining useful life of the fixed asset. This is so because though physically, original part and the capital spare get exchanged, they both continue to be of further use to the enterprise.

D. Opinion

11. On the basis of the above, the Committee is of the following opinion on the issues raised in paragraph 6 above:

         (a) The accounting treatment suggested by the querist in paragraph 5 above is not appropriate under the circumstances of the company.

         (b) The correct treatment would be to continue to recognise the written down value of the capital spare in the books of account. Please refer paragraph 10 above.


1 Opinion finalised by the Committee on 02.12.2008
2 ASI 2 has subsequently been withdrawn by the ICAI.