Expert Advisory Committee
ICAI-Expert Advisory Committee
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Query No. 4

Subject:

Accounting treatment of crude oil inventory pending passing of the title.1

A. Facts of the Case

1. A public limited company, which is a 100% subsidiary of a government company (hereinafter referred as the ‘company’), is in the business of overseas exploration and production of oil and gas and other hydrocarbon related activities outside India. Usually, the legal regimes applicable in most of the countries provide that the ownership of mineral resources (hydrocarbons) is with the governments. Accordingly, the host governments grant the rights to explore, develop and produce hydrocarbons in certain specified geographical areas within their territories (hereinafter referred to as ‘Rights’) to the companies on some equitable consideration under various regimes. The activities of the company thus include securing such Rights and then to explore, develop and produce hydrocarbons. Such Rights are secured either on a 100% basis, wherein the company or its affiliates themselves take the entire risks and rewards of such Rights or in consortium with other participants, such consortia usually being unincorporated joint ventures wherein the joint venture participants share the risks and rewards in certain agreed proportions. Such Rights are granted by the host governments in accordance with the applicable legal and fiscal regime in the host country which are incorporated into binding contractual arrangements entered into with the host governments.

2. One such regime is Production Sharing Agreement (hereinafter referred to as ‘PSA’), under which the host government, which has the ownership rights over the hydrocarbons, grants to a company or consortium (usually called contractor) the Rights subject to certain obligations/payments by the contractor including sharing the hydrocarbons, if produced with the government or its nominated agency as per the principles detailed in the PSA.

3. The company is a participant in one such PSA along with other companies (hereinafter referred to as ‘Consortium’), with the government of a foreign country (hereinafter referred to as ‘State’) in respect of certain geographical area specified in the PSA (hereinafter referred to as the ‘Area’). Under the PSA, the State granted the exclusive Rights to the Consortium to conduct hydrocarbon operations in the Area subject to the terms and conditions of the PSA.

4. The Area is offshore. The Consortium has drilled production wells from nearby onshore location and also from an offshore platform to produce oil and gas from the Area. Produced hydrocarbons are brought to Onshore Processing Facility (OPF) through a pipeline, processed in the OPF and then transported through another pipeline to the storage tanks. Storage tanks have stirring and heating facility which can be used to heat and/or to stir the crude oil. After heating on a need basis in storage tanks, the crude oil passes through a metering system and is then transported through an undersea pipeline to Single Point Mooring facility (SPM) where it is loaded into the tankers (ships) for transporting to the export destination.

5. The querist has informed that Article 19.2 of the PSA provides that the title to hydrocarbons to which the Consortium is entitled to, shall, unless an earlier separation point is agreed upon between the State and the Consortium, pass to the Consortium at the Delivery Point (DP). Article 1.23 of the PSA defines DP to mean with respect to each type, grade or stream of hydrocarbons made available for delivery to customers as part of hydrocarbon operations, the outlet flange of the final stage of processing and treatment facilities included in hydrocarbon operations used to render that type, grade or stream of hydrocarbons suitable for sale to customers, whether such facilities are located in offshore or onshore areas. The querist has confirmed that no earlier separation point has been agreed to between the State and Consortium under Article 19.2.

6. Given the fact that the crude oil is rendered suitable for sale in the storage tanks, the DP under the PSA shall be the outlet flange of the storage tanks. As per Article 19.2 of the PSA, read with the Article 1.23, the title to the crude oil to which the Consortium is entitled to, shall pass to the Consortium only at the outlet flange of the storage tanks, i.e., to the extent crude oil lies downstream of the storage tanks, while the title to the crude oil produced from the strata but situated upstream of the storage tanks remains with the State, although the crude oil is no longer in its natural habitat in strata.

7. Since the title to the crude oil lying upstream of the storage tanks remained with the State, the company did not recognise the crude oil lying in (i) the pipelines from the wells to OPF; (ii) OPF; (iii) the pipeline from OPF to the storage tanks; and (iv) the storage tanks, as its inventory in its accounts for the financial year 2006- 07. The company also disclosed the following in the notes to the accounts for the relevant PSA:

        “The closing stock of crude oil till the Delivery Point has not been considered in view of the contractual arrangement that it remains the property of the State until the Delivery Point.”

8. The above treatment did not attract any adverse comment/ observations either from the statutory auditors or from the C&AG also during its review under section 619(3)(b) of the Companies Act, 1956.

9. A doubt has now been raised on the appropriateness of the aforesaid accounting treatment of the crude oil inventory lying upstream of the storage tanks on the basis of ‘substance over form’. It has been stated that although the title to hydrocarbons to which the Consortium is entitled to, passes from the State to the Consortium at the outlet flange of the storage tanks under the contractual arrangement, i.e., PSA, for all economic purposes, the Consortium is assured of receiving its share of crude oil lying upstream of DP. Thus, in substance, the crude oil produced from the strata but lying upstream of the outlet flange of the storage tanks as on the balance sheet date, belongs to the Consortium, although the title is yet to pass from the State to the Consortium.

B. Query

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

        (i) Whether the accounting treatment carried out by the company in not recognising the crude oil inventory lying upstream of the Delivery Point is appropriate.

       (ii) Whether such inventory needs to be valued and recorded by the company in its accounts with suitable disclosure regarding the lack of title thereto applying the principle of ‘substance over form’.

       (iii) Whether there is any other appropriate accounting treatment/disclosure for such inventory.

C. Points considered by the Committee

11. The Committee notes that the basic issue raised by the querist relates to recognition of crude oil inventory lying upstream of the delivery point (‘DP’). Therefore, the Committee has not touched upon any other issue that may be contained in the Facts of the Case, such as, treatment of production cost related to unrecognised inventory in accounts.

12. From the annual report of the company for the year 2006-07, the Committee notes that the company follows the policy of valuing crude oil (including concentrate) at the lower of cost and net realisable value. Though Accounting Standard (AS) 2, ‘Valuation of Inventories’, is applicable to such inventories, that Standard does not deal with the timing of recognition of inventories in the financial statements. The Committee also notes that while Accounting Standard (AS) 27, ‘Financial Reporting of Interests in Joint Ventures’, deals, inter alia, with accounting by the venturer of any income from the sale or use of its share of output of a joint venture, that Standard also does not deal with the timing of recognition of the same in the financial statements. Accordingly, the company should account for its share of crude oil inventory in the joint venture in accordance with generally accepted accounting principles.

13. The Committee also notes that as per Accounting Standard (AS) 1, ‘Disclosure of Accounting Policies’, notified under the Companies (Accounting Standards) Rules, 2006 (hereinafter referred to as the ‘Rules’), one of the major considerations governing the selection and application of accounting policies is ‘substance over form’. The Committee notes that as per paragraph 17(b) of AS 1, “the accounting treatment and presentation in financial statements of transactions and events should be governed by their substance and not merely by the legal form”.

14. The Committee also notes the following paragraphs of the ‘Framework for the Preparation and Presentation of Financial Statements’, issued by the Institute of Chartered Accountants of India:

        “An asset is a resource controlled by the enterprise as a result of past events from which future economic benefits are expected to flow to the enterprise.” [Paragraph 49 (a)]

        “Many assets,… are associated with legal rights, including the right of ownership. In determining the existence of an asset, the right of ownership is not essential; …Although the capacity of an enterprise to control benefits is usually the result of legal rights, an item may nonetheless satisfy the definition of an asset even when there is no legal control. ...” [Paragraph 56]

        “An asset is recognised in the balance sheet when it is probable that the future economic benefits associated with it will flow to the enterprise and the asset has a cost or value that can be measured reliably.” [Paragraph 88]

15. From the above, the Committee is of the view that the company should recognise its share of inventory of crude oil lying upstream of the delivery point pending the passing of the title to the Consortium, if all of the following three conditions are met:

       (i) The company and other participants of the Consortium have control over their share of inventory and their respective shares are clearly ascertainable;

      (ii) It is probable that future economic benefits associated with the company’s share of inventory will flow to it; and

       (iii) The cost of the company’s share of inventory can be measured reliably.

16. The Committee is of the view that condition (i) above will be met if the company and other participants of the Consortium have the power to obtain the future economic benefits flowing from the underlying resource and can also restrict others from access to those benefits. This will be the case when the participants of the Consortium have assumed their share of significant risks and rewards of ownership in the inventory, which need not necessarily coincide with the transfer of legal title from the State to the Consortium. Risks could include risk of loss due to evaporation, spillage, fire, price fluctuation, etc., while rewards could include entitlement to lift the agreed share of the inventory. In this regard, the Committee notes paragraph 6.1 of Accounting Standard (AS) 9, ‘Revenue Recognition’, notified under the ‘Rules’, which is reproduced below:

       “6.1 A key criterion for determining when to recognise revenue from a transaction involving the sale of goods is that the seller has transferred the property in the goods to the buyer for a consideration. The transfer of property in goods, in most cases, results in or coincides with the transfer of significant risks and rewards of ownership to the buyer. However, there may be situations where transfer of property in goods does not coincide with the transfer of significant risks and rewards of ownership. Revenue in such situations is recognised at the time of transfer of significant risks and rewards of ownership to the buyer. Such cases may arise where delivery has been delayed through the fault of either the buyer or the seller and the goods are at the risk of the party at fault as regards any loss which might not have occurred but for such fault. Further, sometimes the parties may agree that the risk will pass at a time different from the time when ownership passes.”

The Committee is of the view that the abovementioned principle recognises the primacy of substance over form which should also be applied in recognition of acquisition of inventory. Whether significant risks and rewards of ownership in the inventory have been transferred is a question of fact to be determined on the basis of prevailing circumstances including the terms of the Production Sharing Agreement. What is important is actual assumption of risks and rewards of ownership and not possible future assumption of risks and rewards of ownership. It is stated (in paragraph 9 above) that for all economic purposes, the Consortium is assured of receiving its share of crude oil lying upstream of DP. This refers to possible future assumption of significant risks and rewards of ownership. The company should assess the point of time when the significant risks and rewards of ownership in the inventory pass on to the participants of the Consortium de hors the future receipt of its share of inventory and the consequent transfer of legal title.

17. The Committee is further of the view that in case the company’s share of inventory of crude oil is recognised on satisfaction of all the three conditions stated in paragraph 15 read with paragraph 16 above, pending transfer of legal title, a suitable disclosure of the fact should be made in the accounts.

D. Opinion

18. On the basis of the above, the Committee is of the following opinion on the issues raised in paragraph 10 above:

        (i) The accounting treatment carried out by the company in not recognising the crude oil inventory lying upstream of the delivery point would be correct, only if any one or more of the three conditions stated in paragraph 15 read with paragraph 16 above is (are) not met.

       (ii) Such inventory should be valued and recorded by the company in its accounts with suitable disclosure, only if all the three conditions stated in paragraph 15 read with paragraph 16 above are met.

       (iii) There is no other appropriate accounting treatment/ disclosure for such inventory.

 

1Opinion finalised by the Committee on 17.3.2008