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International GAAP® 2019: Generally Accepted Accounting Practice under International Financial Reporting Standards

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  arises. This is because the construction of the asset (and the environmental damage caused

  by it) creates the past obligating event requiring restoration in the future. [IAS 37 IE Example 3].

  The accounting for decommissioning costs is dealt with in IAS 37 by way of an example

  relating to an oil rig in an offshore oilfield (see Example 27.5 at 3.3 above). A provision

  is recognised at the time of constructing the oil rig in relation to the eventual costs that

  relate to its removal and the restoration of damage caused by building it. Additional

  provisions are recognised over the life of the oil field to reflect the need to reverse

  damage caused during the extraction of oil.

  [IAS 37 IE Example 3]. The total

  decommissioning cost is estimated, discounted to its present value and it is this amount

  which forms the initial provision. This ‘initial estimate of the costs of dismantling and

  removing the item and restoring the site’ is added to the corresponding asset’s

  cost. [IAS 16.16]. Thereafter, the asset is depreciated over its useful life, while the

  discounted provision is progressively unwound, with the unwinding charge shown as a

  finance cost, as discussed at 4.3.5 above.

  The effect of discounting on the statement of comprehensive income is to split the cost of

  the eventual decommissioning into two components: an expense based on the present value

  of the expected future cash outflows; and a finance element representing the unwinding of

  the discount. The overall effect is to produce a rising pattern of cost over the life of the

  facility, often with much of the total cost of the decommissioning classified as a finance cost.

  AngloGold Ashanti’s accounting policies and provisions note in respect of decommissioning

  obligations and restoration obligations are shown in the following extract.

  Extract 27.4: AngloGold Ashanti Limited (2017)

  ANNEXURE A [extract]

  Summary of significant accounting policies [extract]

  ENVIRONMENTAL EXPENDITURE

  The group has long-term remediation obligations comprising decommissioning and restoration liabilities relating to its past operations which are based on the group’s environmental management plans, in compliance with current environmental and

  regulatory requirements. Provisions for non-recurring remediation costs are made when there is a present obligation, it is probable that expenditure on remediation work will be required and the cost can be estimated within a reasonable range of possible outcomes. The costs are based on currently available facts, technology expected to be available at the time of the clean-up, laws and regulations presently or virtually certain to be enacted and prior experience in remediation of contaminated sites.

  Contributions for the South African operations are made to Environmental Rehabilitation Trust Funds, created in

  accordance with local statutory requirements where applicable, to solely fund the estimated cost of rehabilitation

  during and at the end of the life of a mine. The amounts contributed to the trust funds are accounted for as non-current

  assets in the company. Interest earned on monies paid to rehabilitation trust funds is accrued on a time proportion

  basis and is recorded as interest income. These funds may only be utilised for purposes of settling decommissioning

  and environmental liabilities relating to existing mining operations. All income earned on these funds is reinvested

  or spent to meet these obligations. For group purposes, the trusts are consolidated.

  Provisions, contingent liabilities and contingent assets 1921

  Decommissioning costs

  The provision for decommissioning represents the cost that will arise from rectifying damage caused before production

  commences. Accordingly, a provision and a decommissioning asset is recognised and included within mine infrastructure.

  Decommissioning costs are provided at the present value of the expenditures expected to settle the obligation, using

  estimated cash flows based on current prices. The unwinding of the decommissioning obligation is included in the income

  statement. Estimated future costs of decommissioning obligations are reviewed regularly and adjusted as appropriate for

  new circumstances or changes in law or technology. Changes in estimates are capitalised or reversed against the relevant

  asset. Estimates are discounted at a pre-tax rate that reflects current market assessments of the time value of money.

  Gains or losses from the expected disposal of assets are not taken into account when determining the provision.

  Restoration costs

  The provision for restoration represents the cost of restoring site damage after the start of production. Changes in the

  provision are recorded in the income statement as a cost of production.

  Restoration costs are estimated at the present value of the expenditures expected to settle the obligation, using

  estimated cash flows based on current prices and adjusted for risks specific to the liability. The estimates are

  discounted at a pre-tax rate that reflects current market assessments of the time value of money.

  GROUP – NOTES TO THE FINANCIAL STATEMENTS

  US dollars millions

  2017

  2016

  26

  Environmental rehabilitation and other provisions [extract]

  Environmental rehabilitation obligations [extract]

  Provision for decommissioning

  Balance at beginning of year

  279

  272

  Charge to income statement

  2

  –

  Change in estimates(1)

  4

  (12)

  Unwinding of decommissioning obligation

  12

  12

  Transfer to non-current assets and liabilities held for sale

  (20)

  –

  Utilised during the year

  (2)

  (2)

  Translation

  11

  9

  Balance at end of year

  286

  279

  Provision

  for

  restoration

  Balance at beginning of year

  426

  411

  Charge to income statement

  8

  10

  Change in estimates(1)

  (17)

  (2)

  Unwinding of restoration obligation

  10

  8

  Transfer to non-current assets and liabilities held for sale

  (3)

  –

  Transfer to current portion

  (17)

  –

  Utilised during the year

  (4)

  (3)

  Translation

  6

  2

  Balance at end of year

  409

  426

  (1)

  The change in estimates is attributable to changes in discount rates due to changes in global economic

  assumptions and changes in mine plans resulting in a change in cash flows and changes in design of tailings

  storage facilities and in methodology following requests from the environmental regulatory authorities. These

  provisions are expected to unwind beyond the end of the life of mine.

  6.3.1

  Changes in estimated decommissioning costs (IFRIC 1)

  IAS 37 requires provisions to be revised annually to reflect the current best estimate of

  the provision. [IAS 37.59]. However, the standard gives no guidance on accounting for

  1922 Chapter 27

  changes in the decommissioning provision. Similarly, IAS 16 is
unclear about the extent

  to which an item’s carrying amount should be affected by changes in the estimated

  amount of dismantling and site restoration costs that occur after the estimate made upon

  initial measurement. This was addressed by the IASB with the publication of IFRIC 1 in

  May 2004. [IFRIC 1.1].

  IFRIC 1 applies to any decommissioning, restoration or similar liability that has been

  both included as part of the cost of an asset measured in accordance with IAS 16 or as

  part of the cost of a right-of-use asset in accordance with IFRS 16 and recognised as a

  liability in accordance with IAS 37. [IFRIC 1.2]. It addresses how the effect of the following

  events that change the measurement of an existing decommissioning, restoration or

  similar liability should be accounted for:

  (a) a change in the estimated outflow of resources embodying economic benefits (e.g.

  cash flows) required to settle the obligation;

  (b) a change in the current market-based discount rate (this includes changes in the

  time value of money and the risks specific to the liability); and

  (c) an increase that reflects the passage of time (also referred to as the unwinding of

  the discount). [IFRIC 1.3].

  IFRIC 1 requires that (c) above, the periodic unwinding of the discount, is recognised in

  profit or loss as a finance cost as it occurs. [IFRIC 1.8]. The Interpretations Committee

  concluded that the unwinding of the discount is not a borrowing cost as defined in

  IAS 23, and thus cannot be capitalised under that standard. [IFRIC 1.BC26-27].

  For a change caused by (a) or (b) above, however, the adjustment is taken to the income

  statement only in specific circumstances. Any revision to the provision (other than to

  reflect the passage of time) is first recognised in the carrying value of the related asset

  or in other comprehensive income, depending on whether the asset is measured at cost

  or using the revaluation model. [IFRIC 1.4-7].

  If the related asset is measured using the cost model, the change in the liability should

  be added to or deducted from the cost of the asset to which it relates. Where the change

  gives rise to an addition to cost, the entity should consider the need to test the new

  carrying value for impairment. This is particularly relevant for assets approaching the

  end of their useful life, as their remaining economic benefits are often small compared

  to the potential changes in the related decommissioning liability. Reductions over and

  above the remaining carrying value of the asset are recognised immediately in profit or

  loss. [IFRIC 1.5]. The adjusted depreciable amount of the asset is then depreciated

  prospectively over its remaining useful life. [IFRIC 1.7]. IFRIC 1 includes the following

  illustrative example.

  Example 27.17: Changes in decommissioning costs – related asset measured at

  cost

  An entity has a nuclear power plant and a related decommissioning liability. The nuclear power plant started

  operating on 1 January 2010. The plant has a useful life of 40 years. Its initial cost was $120,000,000; this

  included an amount for decommissioning costs of $10,000,000, which represented $70,400,000 in estimated

  cash flows payable in 40 years discounted at a risk-adjusted rate of 5%. The entity’s financial year ends on

  31 December.

  Provisions, contingent liabilities and contingent assets 1923

  On 31 December 2019, the plant is 10 years old. Accumulated depreciation is $30,000,000. Because of the unwinding

  of discount over the 10 years, the decommissioning liability has grown from $10,000,000 to $16,300,000.

  On 31 December 2019, the discount rate has not changed. However, the entity estimates that, as a result of

  technological advances, the net present value of the expected cash flows has decreased by $8,000,000.

  Accordingly, the entity reduces the decommissioning liability from $16,300,000 to $8,300,000 and reduces

  the carrying amount of the asset by the same amount.

  Following this adjustment, the carrying amount of the asset is $82,000,000 ($120,000,000 – $8,000,000 –

  $30,000,000), which will be depreciated over the remaining 30 years of the asset’s life to give a depreciation

  expense for 2017 of $2,733,333 ($82,000,000 ÷ 30). The next year’s finance cost for the unwinding of the

  discount will be $415,000 ($8,300,000 × 5%). [IFRIC 1.IE1-4].

  In illustrating the requirements of the Interpretation, the example in IFRIC 1 reduces

  the carrying value of the whole asset (comprising its construction cost and

  decommissioning cost) by the reduction in the present value of the decommissioning

  provision. The solution set out in the example does not treat the decommissioning

  element as a separate component of the asset. Had this been the case, the component

  would have had accumulated depreciation as at 31 December 2019 of $2,500,000

  ($10,000,000 × 10/40), giving a carrying amount of $7,500,000 at that date and a gain of

  $500,000 when reduced by the decrease in the provision of $8,000,000. Accordingly,

  we believe that the example in IFRIC 1 indicates that it would not be appropriate to

  recognise any gain until the carrying value of the whole asset is extinguished.

  If the related asset is measured using the revaluation model, changes in the liability alter

  the revaluation surplus or deficit previously recognised for that asset. Decreases in the

  provision are recognised in other comprehensive income and increase the value of the

  revaluation surplus in respect of the asset, except that:

  (a) a decrease in the provision should be recognised in profit or loss to the extent that

  it reverses a previous revaluation deficit on that asset that was recognised in profit

  or loss; and

  (b) if a decrease in the provision exceeds the carrying amount of the asset that would

  have been recognised under the cost model, the excess should be recognised in

  profit or loss. [IFRIC 1.6].

  Increases in the provision are recognised in profit or loss, except that they should be

  recognised in other comprehensive income, and reduce the revaluation surplus, to the

  extent of any credit balance existing in the revaluation surplus in respect of that asset.

  Changes in the provision might also indicate the need for the asset (and therefore all

  assets in the same class) to be revalued. [IFRIC 1.6].

  The illustrative examples in IFRIC 1 address this alternative.

  Example 27.18: Changes in decommissioning costs – related asset carried at

  revaluation amount

  Assume that the entity in Example 27.17 above instead adopts the revaluation model in IAS 16, and its policy

  is to eliminate accumulated depreciation at the revaluation date against the gross carrying amount of the asset.

  The entity first revalues the asset as at 31 December 2012 when the nuclear power plant is 3 years old. The

  valuation of $115,000,000 comprises a gross valuation of $126,600,000 and an allowance of $11,600,000 for

  decommissioning costs, which represents no change to the original estimate, after the unwinding of three

  years’ discount. The amounts included in the statement of financial position at 31 December 2012 and the

  related revaluation reserve movements are therefore:

  1924 Chapter 27

  Revaluation

  Net book value

  Valuation

  reserve

  $’000

  $’000
/>
  $’000

  Cost or valuation

  120,000

  126,600

  6,600

  Accumulated depreciation (3/40)

  (9,000)

  –

  9,000

  Carrying amount of asset

  111,000

  126,600

  15,600

  Original provision

  10,000

  Unwinding of discount (3 years @ 5%)

  1,600

  11,600

  11,600

  Carrying amount less provision

  99,400

  115,000

  15,600

  The depreciation expense for 2013 is therefore $3,420,000 ($126,600,000 ÷ 37) and the discount expense for 2012

  is $580,000 (5% of $11,600,000). On 31 December 2013, the decommissioning liability (before any adjustment)

  is $12,180,000 and the discount rate has not changed. However, on that date, the entity estimates that, as a result

  of technological advances, the present value of the decommissioning liability has decreased by $5,000,000.

  Accordingly, the entity adjusts the decommissioning liability to $7,180,000. To determine the extent to which any

  of the change to the provision is recognised in profit or loss, the entity has to keep a record of revaluations

  previously recognised in profit or loss; the carrying amount of the asset that would have been recognised under

  the cost model; and the previous revaluation surplus relating to that asset. [IFRIC 1.6]. In this example, the whole

  of the adjustment is taken to revaluation surplus, because it does not exceed the carrying amount that would have

  been recognised for the asset under the cost model of $103,000 (see below). [IFRIC 1.IE6-10].

  In addition, the entity decides that a full valuation of the asset is needed at 31 December 2013, in order to

 

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