Tentative Board Decisions
Tentative Board decisions are provided for those interested in following
the Board's deliberations. All of the reported decisions are tentative and may
be changed at future Board meetings.
Wednesday, July 17, 2019
FASB Board Meeting
Reference
rate reform: facilitation of the effects of the interbank offered rate
transition on financial reporting. The Board
discussed the following topics:
- Hedge accounting relief
- Transition method, disclosures, and relief period.
Hedge
Accounting Relief
The Board decided to:
- Allow an entity to continue a hedging relationship without dedesignation
upon a change in the critical terms of the hedging instrument due to reference
rate reform.
- Allow an entity to change the benchmark interest rate designated as the
hedged risk in a fair value hedging relationship without dedesignation if that
designated benchmark interest rate is affected by reference rate reform. If
this practical expedient is elected, an entity would:
- Adjust the fair value hedge basis adjustment due to the change in the
designated hedged risk
- Make an accounting policy election to recognize the adjustment either
immediately in current earnings or in earnings in the same manner as other
components of the carrying amount of the hedged asset or
liability.
- Allow an entity to apply certain practical expedients for the initial and
subsequent assessments of hedge effectiveness for a cash flow hedging
relationship affected by reference rate reform.
- Allow an entity to apply the elections in items 1 through 3 on a hedge-by
hedge basis.
Transition Method, Disclosures, and Relief
Period
The Board decided that if an entity elects to apply the
proposed guidance, the entity would:
- Apply the guidance prospectively.
- Disclose the nature of and reason for electing the guidance in each
interim financial statement of the fiscal year of change and the annual
financial statement of the period of the change in accordance with Topic 250,
Accounting Changes and Error Corrections
- Cease applying the guidance as of January 1, 2023.
Analysis of
Costs and Benefits
The Board concluded that it has received
sufficient information and analyses to make an informed decision on the
perceived costs (or cost savings) of the guidance and that the expected benefits
would justify the expected costs (or cost savings) of the optional expedients in
the proposed Accounting Standards Update.
Next Steps
The
Board directed the staff to draft a proposed Accounting Standards Update for
vote by written ballot, with a comment period of 30 days.
Effective
date consideration for private companies, not-for-profit organizations, and
small public companies. The Board discussed its research project on the
effective dates for private companies, not-for-profit organizations, and small
public companies.
Credit Losses, Leases, and Hedging
The Board decided to add a project to its technical agenda to
consider the effective dates for these entities of Topic 326, Financial
Instruments—Credit Losses (referred to as CECL), Topic 842, Leases, and the
recent amendments to Topic 815, Derivatives and Hedging (referred to as
Hedging).
The Board decided to adopt a two-bucket approach to stagger
effective dates for major standards as follows:
- Bucket One—SEC Filers (GAAP definition), excluding smaller reporting companies (SRCs) as currently defined by the
SEC
- Bucket Two—All other entities, which includes:
- All other public business entities (PBEs), including SRCs
- Private companies
- All not-for-profit organizations, including not-for-profit entities that
have issued, or are coonduit bond obligors for, securities that are traded,
listed, or quoted on an exchange or an over-the-counter market
- All employee benefit plans, including employee benefit plans that file
financial statements with the SEC.
The Board decided that for
CECL, Leases, and Hedging, entities within Bucket Two should be afforded an
effective date of at least two years after the effective date for Bucket One.
The Board agreed with the following application of the two-bucket approach:
CECL—The Board decided that CECL will be
effective for PBEs that are SEC Filers, excluding SRCs as currently defined by
the SEC, for fiscal years beginning after December 15, 2019, and interim periods
within those fiscal years. For calendar-year-end companies, this will be January
1, 2020. The determination of whether an entity is an SRC will be based on
an entity's most recent assessment in accordance with SEC regulations. For
all other entities, the Board decided that CECL will be effective for fiscal
years beginning after December 15, 2022, including interim periods within those
fiscal years. For all entities, early adoption will continue to be permitted;
that is, early adoption is allowed for fiscal years beginning after December 15,
2018, including interim periods within those fiscal years (that is, effective
January 1, 2019, for calendar-year-end companies).
Hedging—The Board decided to retain the existing effective date for
Hedging for PBEs, which is for fiscal years beginning after December 15, 2018,
including interim periods within those fiscal years; that is, effective January
1, 2019, for calendar-year-end companies. The Board decided to defer the
mandatory effective date for Hedging for all other entities by an additional
year. Therefore, Hedging will be effective for entities other than PBEs for
fiscal years beginning after December 15, 2020 (effective January 1, 2021, for
calendar-year-end companies), and interim periods within fiscal years beginning
after December 15, 2021 (January 1, 2022, for calendar-year-end companies).
Early adoption will continue to be allowed.
Leases—The Board
decided to retain the existing effective date for Leases for (1) all PBEs, (2)
not-for-profit bond obligors, and (3) employee benefit plans that file or
furnish financial statements with the SEC, which is for fiscal years beginning
after December 15, 2018, including interim periods within those fiscal years
(effective January 1, 2019, for calendar-year-end companies). The Board decided
to defer the mandatory effective date for Leases for all other entities by an
additional year. Therefore, Leases will be effective for all other entities
beginning after December 15, 2020 (January 1, 2021, for calendar-year-end
companies), and interim periods within fiscal years beginning after December 15,
2021 (January 1, 2022, for calendar-year-end companies). Early adoption will
continue to be allowed.
The Board concluded that it has received
sufficient information and analysis to make an informed decision on the
perceived costs of the changes and that the expected benefits would justify the
expected costs of the amendments in the proposed Accounting Standards Update.
The Board directed the staff to draft a proposed Accounting Standards Update for
vote by written ballot on the proposed amendments regarding the effective dates
for CECL, Hedging, and Leases.
The Board decided that the
comment period for the proposed Update would be 30
days.
Insurance
The Board decided to add a project to the
technical agenda to amend the effective dates for the recent amendments made to
Topic 944, Financial Services—Insurance (referred to as Insurance).
The Board decided to provide PBEs with at least one additional year to
transition to Insurance and to apply the two-bucket approach.
Therefore, the Board decided that Insurance will be effective for PBEs
that are SEC Filers, excluding SRCs as currently defined by the SEC, for fiscal
years beginning after December 15, 2021, and interim periods within those fiscal
years. For calendar-year companies, this will be January 1, 2022. The
determination of whether an entity is an SRC would be based on an entity's most
recent assessment in accordance with SEC regulations. For all other
entities, the Board decided that Insurance will be effective for fiscal years
beginning after December 15, 2023 (January 1, 2024, for calendar-year-end
companies), and interim periods within fiscal years beginning after December 15,
2024 (January 1, 2025, for calendar-year-end companies). Early adoption will
continue to be allowed.
The Board concluded that it has received
sufficient information and analysis to make an informed decision on the
perceived costs of the changes and that the expected benefits would justify the
expected costs of the amendments in the proposed Accounting Standards Update.
The Board directed the staff to draft a proposed Accounting Standards Update for
vote by written ballot on the proposed amendments regarding the effective dates
for Insurance.
The Board decided that the comment period for
the proposed Update would be 30 days.
Leases
implementation. The Board discussed a recent substantive inquiry related to
lessors accounting for impairment of operating lease receivables after the
adoption of Topic 842, Leases.
The Board decided that standard
setting is currently unnecessary for this issue and instructed the staff to
continue to monitor this issue for any significant diversity in practice. The
Board agreed with the staff's view on accounting for the impairment of operating
lease receivables, which is included in the Board handout. The Board
directed the staff to post the Board handout on the FASB
website.
Revenue implementation. The Board discussed a recent substantive inquiry
related to implementation of the contract
combination guidance in Topic 606, Revenue from Contracts with Customers,
for colleges
and universities. No technical decisions were
made.
Open discussion. The acting technical
director announced the issuance today of a second FASB staff question-and-answer
document (Q&A) on the credit losses standard. The Q&A addresses
forecasting and other issues. The acting director also announced that
today the Board authorized the FASB staff to plan a series of CECL workshops to
be held around the country. More information about the workshops will be
available on the FASB website in the coming weeks.