Chapter 16 Federal Government Accounting Chapter 16 1 Learning Objectives Understand the unique characteristics of federal government Roles of the main agencies responsible for federal accounting and reporting Key objectives of federal financial reporting Concept of a unified budget Types of accounts maintained by federal government Federal Reporting Entity Form and content of government-wide and agency financial reports Main accounting issues addressed by FASAB Chapter 16 2 Unique Characteristics of the Federal Government Range of its activities for ex., defense, social security Diversity of its resources for ex., military hardware, national parks Nature of its obligations for ex., social security benefits Extent of its powers for ex., print currency, regulate commerce Chapter 16 3 Federal Accounting and Reporting Federal accounting is: – Decentralized – Each agency and department has its own accounting system and prepares its own reports. 3 Federal agencies responsible for financial management: – Department of the Treasury – Office of Management and Budget – Government Accountability Office Chapter 16 4 Department of the Treasury Is responsible for broad range of financial functions. – – – – Managing the public debt Collecting receipts and making disbursements Minting coins and printing currency Managing government’s gold supply Department’s divisions are: – – – – – IRS Office of the Comptroller of the Currency Office of Thrift Supervision U.S. Mint Financial Management Service (FMS) FMS is the government’s central collection and disbursing agent. – Responsible for taking in revenue from IRS and writing checks. Chapter 16 5 Office of Management and Budget OMB: One of the most powerful agencies in federal government. – Assists in preparing federal budget – Supervises executive branch agencies in implementing – Has authority to make budgetary recommendations – Reviews each federal agency’s spending plans and evaluates the effectiveness of its programs. – Oversees and coordinates financial management, information, and regulatory policies. – Has responsibility of apportioning federal appropriations Chapter 16 6 Office of Management and Budget (cont’d) OMB’s responsibilities for fiscal management were expanded by the CFO Act. It established a new position of CFO of the United States and the corresponding CFO positions within each federal agency and department. The CFO is the officially designated ‘Deputy Director for Management’ and reports to the head of the OMB. The CFO Act mandated that: – The federal agencies submit annual reports for independent audit. – OMB prepare an annual report regarding its accomplishments and required improvements. Chapter 16 7 Government Accountability Office GAO is the watchdog of Congress. Created by the Budget and Accounting Act. The act specified that GAO was to be: – independent of the executive departments and – Under the control of Comptroller General of the U.S. GAO’s responsibilities are: – – – – – Handles legal services Provides advice to Congress on legal issues Assist in drafting legislation Adjudicating claims Conducting special investigations into criminal and civil misconduct Chapter 16 8 Government Accountability Office (cont’d) GAO also deals with accounting and information management policy. It ensures that the Congress has current, accurate, and complete financial management data. – GAO participates with OMB and Treasury in prescribing accounting principles. – Advises other federal agencies on fiscal and related policies. – Prescribes standards for auditing and evaluating government programs. Chapter 16 9 Facts FYI—2006 • Comptroller General of U.S.: David M. Walker • Secretary of the Treasury: Henry M. Paulson, Jr. • Treasurer: Anna Escobedo Cabral • Director of OMB: Rob Portman Chapter 16 10 Federal Accounting Standards Advisory Board FASAB is responsible for promulgating federal accounting standards. Mission is to establish accounting standards after considering the financial and budgetary information needs. FASAB is composed of 10 members: – 2 from legislative branch: one from GAO and one from the Congressional Budget Office – 2 from the executive branch: one each from OMB and the Treasury – 6 “public members” (not employees of the fed. Govt.) It must submit each proposed standard for review to the Treasury, the GAO, and OMB. – If objected, the standard is returned back to the Board for reconsideration. Chapter 16 11 Federal Budget Federal operations are accounted for in 4 types of funds: – – – – General fund Special fund Trust fund Revolving fund The general fund includes both capital and operating expenditures. Special fund: maintained to account for resources designated for specific programs or activities. Examples: – National Wildlife Refuge Fund and – Land and Water Conservation Fund Chapter 16 12 Federal Budget Trust Funds: – Used to account for resources restricted for specific purposes. – Similar to special revenue funds – Ex: Hospital Insurance Trust Fund, Old-Age and Survivors Insurance Fund, Supplementary Medical Insurance Fund. Revolving Funds: – Comparable to municipality’s enterprise funds – Accounts for federal government’s business-type activities. – Generate their own receipts and hence, the sponsoring agencies are expected to expend their resources without annual Congressional appropriation. – Ex: U.S. Postal Service. Chapter 16 13 Unified Budget Objective: To capture in a single tabulation the impact of federal activities on national economy. It encompasses all four types of funds Intended to provide a comprehensive measure of cost of the government’s programs. Chapter 16 14 Government-Wide Statements Financial report is based on full accrual basis. The annual report presents budgetary results and focuses on cash, monetary assets and liabilities. Annual financial report is divided into 6 sections: – Letter of transmittal and management’s discussion and analysis – Auditor’s report – Six basic financial statements (stewardship information on assets) – Notes to the financial statements – Supplemental information Chapter 16 15 Government-Wide Statements (cont’d) 6 basic financial statements Statement of operations and changes in net position Statement of net cost Balance Sheet Statement reconciling the net operating revenue or cost with unified budget surplus or deficit Statement reconciling the change in government’s cash position with the unified budget surplus or deficit Statement providing certain actuarial information pertaining to social insurance programs (beginning with FY 2006) Chapter 16 16 Financial Reports FASAB established three criteria for a component to be considered a reporting entity: – There is a management responsible for controlling and deploying the component’s outputs and outcomes and for executing it’s budget. – The Component is of sufficient size and significance. – Users are interested in the information to be reported in financial statements and could use it to make resource allocation and related decisions. Chapter 16 17 Federal Entities Dual system of accounts is used: – Budget accounts and proprietary accounts Budget accounts: – Ensure that entity complies with budgetary mandates – Does not overspend – And is able to fulfill uniform budgetary reporting requirements. Proprietary accounts: – Provide information for financial statements based on FASAB standards – Intended to provide an economic, rather than a budgetary, measure of operations and resources. Chapter 16 18 Federal Agencies FASAB reporting model for federal agencies is similar to that of federal government. Basic financial statements of agencies are: – Balance Sheet or Statement of Financial Position – Statement of Net Cost – Statement of Changes in Net Position – Statement of Budgetary Resources – Statement of Financing – Statement of Custodial Activities – Statement of Social Insurance (for FY 2006) Chapter 16 19 Federal Agencies Statement of Financial Position: – Shows entity’s assets, liabilities, and net position. – It is presented on a full accrual basis – All long-lived assets are reported on this statement except • Parklands, historic sites, national monuments (Stewardship assets). • These assets are reported in the supplements of the basic financial statements. Chapter 16 20 Federal Agencies (cont’d) Statement of Net cost: – – – – Most significant of the six statements Is presented on a full accrual basis Reports on program operating costs and revenues. Provides decision makers a basis on which to assess agency performance Statement of Changes in Net Position: – Summarizes all entity transactions other than those reported in statement of net cost – Explains how entity financed its net cost – It also includes prior period adjustments and amounts received from appropriations Chapter 16 21 Federal Agencies (cont’d) Statement of Budgetary resources: – Prepared on budgetary basis – Reports on amounts available from both current and prior year appropriations and entity’s cash outlays, newly incurred obligations Statement of Financing: – Links the statement of budgetary resources to the statement of net cost. – Reconciles agency’s obligations incurred on budgetary basis with net cost of operations on a full accrual basis. – Ex: On a budgetary basis plant and equipment are recognized as expenses when acquired; on a full accrual basis they are recognized as expenses over their useful lives. Chapter 16 22 Federal Agencies (cont’d) Statement of Custodial Activities: – Similar to that of agency fund – Is required only of an entity whose primary mission is to collect funds to be turned over to the Treasury or other organizations. Ex: IRS – It shows amounts transferred to other agencies and amounts not yet transferred. Chapter 16 23 FASAB Model FASAB deals with recognition of revenue and expenses and correspondingly with the valuation of assets and liabilities. FASAB distinguishes between two types of revenues: – Exchange (earned): arise from sales transactions where both parties benefit. – Nonexchange: government commands resources but gives nothing (directly) in exchange. Ex: Taxes and fines. Chapter 16 24 FASAB Model (cont’d) FASAB asserts that: – Revenues from services should be recognized when the service is actually performed. – Revenues from long-term contracts are recognized on percentage of completion basis. – Revenues from sale of goods should be recognized upon delivery of the goods to customers. Chapter 16 25 FASAB Model (cont’d) According to FASAB: a federal entity should accrue revenues ‘when a specifically identifiable, legally enforceable claim to resources arises, to the extent that collection is probable and measurable. Income taxes should be recognized when assessed by the taxpayer. Fines and penalties may be accrued: – Upon the expiration of the period during which the offender may contest a court summon – When the offender pays the fine before a court date – When the court imposes a fine. Donations are recognized when the entity has a legally enforceable claim to the donated resources and the amount is measurable. Chapter 16 26 Accounting for Plant and Equipment FASAB groups assets into two categories: – General – Stewardship Stewardship assets are further classified into: – Land: – Heritage Assets Chapter 16 27 Accounting for Plant and Equipment (cont’d) General Assets: – Comparable to those of business. – They are capitalized and depreciated over useful lives. Exception: Land – Includes assets that are: • Used to produce goods or services • Used in business-type activities • Used in activities where costs can compared with other entities. Military Assets: include aircraft, ships, vehicles, tanks etc. – Their useful lives become shorter than and less certain during times of war. – They are accounted for as general assets. Chapter 16 28 Accounting for Plant and Equipment (cont’d) Space Assets: Assets used in the government’s space program and are accounted for as general assets. Stewardship Assets: Land: Includes national forests, national parks etc. – Neither used in government operations nor held for sale. – It is not capitalized and not reported on the balance sheet. – It is expensed as acquired. Chapter 16 29 Accounting for Plant and Equipment (cont’d) Heritage Assets: Has historical, natural, cultural, educational, or artistic significance. Examples: Museums, monuments, and historical sites. Some assets might have characteristics of both operational and true heritage assets. FASAB rules that all multi-use heritage assets be capitalized as general property, plant, and equipment and depreciated over their useful lives. Assets with only historical value will be treated as stewardship assets. – They will not be capitalized and should be reported in the stewardship report. Chapter 16 30 Accounting for Human Capital Investments in human capital are intended to increase the nation’s productive capacity. The costs of educational and training programs should be capitalized as incurred and amortized over the periods to be benefited. The reported expenses for physical assets will be reported over the life of the assets. – Those of human assets would have to be recognized as the costs were incurred. FASAB rejects the notion of capitalizing investments in human capital due to the practical difficulties. – It mandates supplemental disclosure of such investments in the financial report. Chapter 16 31 Inventory Inventories can be valued at either: – Historical cost or – Latest acquisition cost Other types of inventories, such as operating materials and supplies and stockpile materials are valued at historical cost. Chapter 16 32 Liabilities and Expenses Government related events: – accidents for which government is responsible and required to reimburse for the damages. – Liability and related expense are recognized as soon as the event occurs and the anticipated outflows are probable and measurable. Government-acknowledged events: – occurrences for which government is not responsible but provides relief to the victims. Ex: Natural disasters. – FASAB requires liabilities to be recognized for: • Nonexchange transactions when due • Government-acknowledged events when the financial responsibility is acknowledged and the amount is due and payable as a result. Chapter 16 33 Social Insurance Programs FASAB specifies that social insurance costs should be accounted for as nonexchange transactions. Reporting entities should recognize a liability and related expenditure only when the payments are actually due. FASAB also requires extensive disclosure of information: – Statement presenting actuarial present values – Long-range projection of ratio of contributors to beneficiaries – Long-range cash flow projections in nominal dollars and a percentage of both payroll and Gross domestic product. Chapter 16 34 Direct Loans Federal entities make low-interest direct loans and guarantee loans made by banks and other institutions. FASAB directs that when a subsidized direct loan is made, the government should recognize as an asset the present value of its estimated net cash receipts, including both the interest and repayment of principal. The government should report an expense equal to the difference between the face value of loan and the present value of the estimated net cash receipts. Chapter 16 35 Fiscal Management Steps to improve fiscal management: Each agency must prepare a performance plan that includes: – – – – Objective, measurable goals Description of the process to meet the goals Basis to compare actual results to the goals Means of verifying and validating actual performance In addition, it must also submit a report that: – Reviews achievement of prior year goals – Evaluates the current year’s performance plan – Explain any deviations Chapter 16 36 International Standard-Setting Agency Governmental accounting standards are highly influenced by the institutional characteristics of individual countries. No standard setting organization has the authority to establish accounting standards for governments other than those within its own country. The Public Sector Committee (PSC) is developing a set of standards to improve both the quality and comparability of financial reporting. Chapter 16 37 International Standard-Setting Agency (cont’d) As per the standards: – Plant, property, and equipment should be capitalized and depreciated – Revenue from exchange transactions should be recognized when measurable and probable – Inventories for sale should be recognized as expenses in the period in which related revenues are recognized. – Borrowing costs should be recognized as expense as incurred. PSC requires four basic financial statements: – Statement of financial position – Statement of financial performance – Statement of change in net assts/equity – Cash flow statement Chapter 16 38 Summary The Federal Government is unique due to its size and complexity. The three federal agencies with oversight responsibilities for federal financial management are the Department of Treasury, the Office of Management and Budget and the Government Accountability Office. The Federal Accounting Standards Advisory Board is responsible for promulgating accounting standards for the federal government. The federal government’s unified budget is intended to show the impact of federal activities on the national economy. Budgetary accounts ensure that a federal entity complies with budgetary mandates. The FASAB established three criteria for a component to be considered a reporting entity. The FASAB’s comprehensive reporting model helps ensure that the financial statements of the federal government focus on all economic resources and are on a full accrual basis. The Government Performance and Results Act is intended to further improve federal accounting and fiscal management. The IFAC PSC is working on harmonizing international standards. Chapter 16 39 Copyright © 2007 John Wiley & Sons, Inc. All rights reserved. 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