Adoption of Updated EDGAR Filer Manual, 17595-17597 [E9-8589]
Download as PDF
Federal Register / Vol. 74, No. 72 / Thursday, April 16, 2009 / Rules and Regulations
Comments Invited
This AD is a final rule that involves
requirements that affect flight safety and
was not preceded by notice and an
opportunity for public comment;
however, we invite you to submit any
written data, views, or arguments
regarding this AD. Send your comments
to an address listed under ADDRESSES.
Include ‘‘Docket No. FAA–2009–0350;
Directorate Identifier 2009–SW–07–AD’’
at the beginning of your comments. We
specifically invite comments on the
overall regulatory, economic,
environmental, and energy aspects of
the AD. We will consider all comments
received by the closing date and may
amend the AD in light of those
comments.
We will post all comments we
receive, without change, to https://
www.regulations.gov, including any
personal information you provide. We
will also post a report summarizing each
substantive verbal contact with FAA
personnel concerning this AD. Using the
search function of our docket web site,
you can find and read the comments to
any of our dockets, including the name
of the individual who sent the
comment. You may review the DOT’s
complete Privacy Act Statement in the
Federal Register published on April 11,
2000 (65 FR 19477–78).
Aviation Programs, describes in more
detail the scope of the Agency’s
authority.
We are issuing this rulemaking under
the authority described in Subtitle VII,
Part A, Subpart III, Section 44701,
‘‘General requirements.’’ Under that
section, Congress charges the FAA with
promoting safe flight of civil aircraft in
air commerce by prescribing regulations
for practices, methods, and procedures
the Administrator finds necessary for
safety in air commerce. This regulation
is within the scope of that authority
because it addresses an unsafe condition
that is likely to exist or develop on
products identified in this rulemaking
action.
List of Subjects in 14 CFR Part 39
Air transportation, Aircraft, Aviation
safety, Safety.
Adoption of the Amendment
Accordingly, pursuant to the authority
delegated to me by the Administrator,
the Federal Aviation Administration
amends part 39 of the Federal Aviation
Regulations (14 CFR part 39) as follows:
■
PART 39—AIRWORTHINESS
DIRECTIVES
tjames on PRODPC75 with RULES
Title 49 of the United States Code
specifies the FAA’s authority to issue
rules on aviation safety. Subtitle I,
Section 106, describes the authority of
the FAA Administrator. Subtitle VII,
VerDate Nov<24>2008
13:29 Apr 15, 2009
Jkt 217001
Issued in Fort Worth, Texas, on April 9,
2009.
Mark R. Schilling,
Acting Manager, Rotorcraft Directorate,
Aircraft Certification Service.
[FR Doc. E9–8573 Filed 4–15–09; 8:45 am]
BILLING CODE 4910–13–P
1. The authority citation for part 39
continues to read as follows:
Authority: 49 U.S.C. 106(g), 40113, 44701.
Authority for This Rulemaking
206B series, No. 206L–09–155 for the Model
206L series, No. 407–09–85 for the Model
407, and No. 427–09–23, for the Model 427,
pertain to the subject of this AD. All of the
ASBs are dated March 10, 2009.
(c) To request a different method of
compliance or a different compliance time
for this AD, follow the procedures in 14 CFR
39.19. Contact the Manager, Safety
Management Group, FAA, ATTN: Sharon
Miles, Aviation Safety Engineer, Rotorcraft
Directorate, Fort Worth, Texas 76193–0111,
telephone (817) 222–5122, fax (817) 222–
5961, for information about previously
approved alternative methods of compliance.
(d) Special flight permits will not be
issued.
(e) This amendment becomes effective on
May 1, 2009, to all persons except those
persons to whom it was made immediately
effective by Emergency AD 2009–07–52,
issued March 19, 2009, which contained the
requirements of this amendment.
Note 2: The subject of this AD is addressed
in Transport Canada AD CF–2009–10, dated
March 12, 2009.
■
Regulatory Findings
We have determined that this AD will
not have federalism implications under
Executive Order 13132. This AD will
not have a substantial direct effect on
the States, on the relationship between
the national Government and the States,
or on the distribution of power and
responsibilities among the various
levels of government.
For the reasons discussed above, I
certify that the regulation:
1. Is not a ‘‘significant regulatory
action’’ under Executive Order 12866;
2. Is not a ‘‘significant rule’’ under the
DOT Regulatory Policies and Procedures
(44 FR 11034, February 26, 1979); and
3. Will not have a significant
economic impact, positive or negative,
on a substantial number of small entities
under the criteria of the Regulatory
Flexibility Act.
We prepared an economic evaluation
of the estimated costs to comply with
this AD. See the AD docket to examine
the economic evaluation.
17595
§ 39.13
[Amended]
SECURITIES AND EXCHANGE
COMMISSION
17 CFR Part 232
2. Section 39.13 is amended by adding
a new airworthiness directive to read as
follows:
[Release Nos. 33–9022; 34–59728; 39–2464;
IC–28691]
2009–07–52 Bell Helicopter Textron
Canada Limited: Amendment 39–15885.
Docket No. FAA–2009–0350, Directorate
Identifier 2009–SW–07–AD. Supersedes
AD 2009–07–51, Directorate Identifier
2009–SW–06–AD.
Applicability: Bell Model 206A series,
206B series, and 206L series helicopters with
a cyclic control lever assembly (lever
assembly), part number (P/N) 206–001–401–
111, 206–001–400–115, or 206–001–400–111,
with less than 50 hours time-in-service (TIS)
and Model 407 and 427 helicopters with a
lever assembly, P/N 407–001–320–105 or
407–001–320–109, with less than 50 hours
TIS, certificated in any category.
Compliance: Required before further flight,
unless accomplished previously.
To prevent failure of a bearing, failure of
the lever assembly, and subsequent loss of
control of the helicopter, do the following:
(a) Inspect the lever assembly and
determine if the bearing, P/N 206–301–051–
101, is correctly installed and properly
staked in the lever assembly.
(b) Replace any bearing that is incorrectly
installed or improperly staked in the lever
assembly.
Note 1: Bell Alert Service Bulletin (ASB)
No. 206–09–121 for the Model 206A and
Adoption of Updated EDGAR Filer
Manual
■
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AGENCY: Securities and Exchange
Commission.
ACTION: Final rule.
SUMMARY: The Securities and Exchange
Commission (the Commission) is
adopting revisions to the Electronic Data
Gathering, Analysis, and Retrieval
System (EDGAR) Filer Manual to reflect
updates to the EDGAR system. The
revisions are being made primarily to
update EDGAR to support the potential
rule where domestic and foreign large
accelerated filers that use U.S. Generally
Accepted Accounting Principles
(GAAP) would provide to the
Commission a new exhibit to their
filings for their reporting periods that
end as per the details specified in the
final eXtensible Business Reporting
Language (XBRL) rule. The revisions to
the Filer Manual reflect changes within
Volume II entitled EDGAR Filer Manual,
Volume II: ‘‘EDGAR Filing,’’ Version 10
(December 2008). The updated manual
E:\FR\FM\16APR1.SGM
16APR1
17596
Federal Register / Vol. 74, No. 72 / Thursday, April 16, 2009 / Rules and Regulations
will be incorporated by reference into
the Code of Federal Regulations.
DATES: Effective Date: April 16, 2009.
The incorporation by reference of the
EDGAR Filer Manual is approved by the
Director of the Federal Register as of
April 16, 2009.
FOR FURTHER INFORMATION CONTACT: In
the Office of Information Technology,
Rick Heroux, at (202) 551–8800; in the
Office of Interactive Disclosure for
questions concerning the XBRL mandate
contact Jeffrey Naumann, Assistant
Director of the Office of Interactive
Disclosure, at (202) 551–5352; in the
Division of Corporation Finance for
questions regarding rescinded form
types and Form D screen changes
contact Gerry Laporte, Chief, Office of
Small Business Policy, at (202) 551–
3465, the addition of submission form
types SH–ER, SH–ER/A, SH–NT, and
SH–NT/A, contact Nicholas P. Panos,
Office of Mergers and Acquisitions,
Senior Special Counsel, at (202) 551–
3266, and changes to 8–K item
descriptions, contact Cecile Peters,
Office of Information Technology, Office
Chief, at (202) 551–8135; and in the
Division of Trading and Markets for the
addition of FINRA and ARCA as new
Self-Regulatory Organizations (SRO)
and Thrift Supervision (OTS) as a new
Appropriate Regulatory Agency (ARA)
contact Carol Charnock, Regulation
Specialist, at (202) 551–5542.
Today we
are adopting an updated EDGAR Filer
Manual, Volume II. The Filer Manual
describes the technical formatting
requirements for the preparation and
submission of electronic filings through
the EDGAR system.1 It also describes
the requirements for filing using
EDGARLink 2 and the Online Forms/
XML Web site.
The Filer Manual contains all the
technical specifications for filers to
submit filings using the EDGAR system.
Filers must comply with the applicable
provisions of the Filer Manual in order
to assure the timely acceptance and
processing of filings made in electronic
format.3 Filers may consult the Filer
Manual in conjunction with our rules
governing mandated electronic filing
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SUPPLEMENTARY INFORMATION:
1 We originally adopted the Filer Manual on April
1, 1993, with an effective date of April 26, 1993.
Release No. 33–6986 (April 1, 1993) [58 FR 18638].
We implemented the most recent update to the Filer
Manual on September 24, 2008. See Release No. 33–
8956 (September 18, 2008) [73 FR 54943].
2 This is the filer assistance software we provide
filers filing on the EDGAR system.
3 See Rule 301 of Regulation S–T (17 CFR
232.301).
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13:29 Apr 15, 2009
Jkt 217001
when preparing documents for
electronic submission.4
In support of the potential rule
regarding filing using XBRL and the
other revisions being made, the EDGAR
system is scheduled to be upgraded to
Release 9.14 on December 15, 2008.
Specifically for XBRL support,
EDGARLink is being updated to allow
domestic and foreign large accelerated
filers that use U.S. Generally Accepted
Accounting Principles (GAAP) to
provide to the Commission a new
exhibit to their filings for their reporting
periods that end as per the details
specified in the final eXtensible
Business Reporting Language (XBRL)
rule. All filings submitted to EDGAR
must use the US GAAP 1.0 Final
taxonomy. As part of this update,
EDGAR will be performing a set of
custom XBRL validation rules. Should a
filing violate one of these rules, EDGAR
will notify the filer. Submissions using
the ICI taxonomies 5 and older versions
of US GAAP taxonomy will not be
validated using these additional rules.
EDGARLink submission templates 1
and 3 are also being updated to remove
submission form types 10SB12B,
10SB12B/A, 10SB12G, 10SB12G/A,
10QSB, 10QSB/A, SB–1, SB–1/A, SB–
1MEF, SB–2, SB–2/A, and SB–2MEF,
implementing the Commission’s
elimination of Forms SB–1, SB–2, 10–
SB, 10–QSB, and 10–KSB in Release No.
33–8876 (Dec. 19, 2007). EDGARLink
submission template 3 was previously
updated to add submission form types
SH–ER, SH–ER/A, SH–NT, and SH–NT/
A. It is highly recommended that filers
download, install, and use the new
EDGARLink software and submission
templates to ensure that submissions
will be processed successfully. Previous
versions of the templates may not work
properly. Notice of the update has
previously been provided on the
EDGAR Filing Web site and on the
Commission’s public Web site. The
discrete updates are reflected on the
EDGAR Filing Web site and in the
updated Filer Manual, Volume II.
The Commission will change the 8–K
item 2.04 and 5.02 descriptions for
4 See Release No. 33–8956 (September 18, 2008)
[73 FR 54943] in which we implemented EDGAR
Release 9.13. For a complete history of Filer Manual
rules, please see the cites therein.
5 The Commission also proposed to tag mutual
fund risk/return summaries using XBRL. See
Interactive Data for Mutual Fund Risk/Return
Summary (Proposing Release No. 33–8929). We are
not proposing changes to the EDGAR Filer Manual
for the mutual fund XBRL rule at this time, because
it is anticipated that compliance with the rules will
not be required until 2010. The EDGAR Filer
Manual will be updated, to the extent necessary,
before the compliance date for the mutual fund
XBRL rule.
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Frm 00008
Fmt 4700
Sfmt 4700
submission form types 8–K, 8–K/A, 8–
K12B, 8–K12B/A, 8–K12G3, 8–K12G3/
A, 8–K15D5, and 8–K15D5/A. Item 2.04
will be called ‘‘Triggering Events That
Accelerate or Increase a Direct Financial
Obligation or an Obligation-under an
Off-Balance Sheet Arrangement.’’ Item
5.02 will be called ‘‘Departure of
Directors or Certain Officers; Election of
Directors; Appointment of Certain
Officers; Compensatory Arrangements of
Certain Officers.’’
Some Form D screen elements and
Form D functionality will be updated.
The Form D online application can be
accessed from the EDGAR OnlineForms/
XML Web site (https://
www.onlineforms.edgarfiling.sec.gov) by
logging in and selecting the ‘‘File Form
D’’ link. Filers can also log in by
clicking the ‘‘Would you like to File a
Form D?’’ link from the EDGAR Portal
Web site (https://
www.portal.edgarfiling.sec.gov). The
changes will be as follows:
The Form D–OMB Approval
information will be corrected to reflect
the estimated average burden hours per
response to be 4.0.
• The ‘‘Accept’’ and ‘‘Decline’’
buttons on the signature page will be
removed. When a filer clicks the Submit
button, each issuer identified is
acknowledging that the contents of the
filing are true.
• The menu on the left side of the
Form D screen will be updated from
‘‘FORM D SECTIONS’’ to ‘‘FORM D
ITEMS.’’
• Item 7—‘‘Type of Filing’’ will be
updated so that the ‘‘Date of First Sale’’
will be enabled when the filing is an
amendment of a previous filing.
• Item 6 and Item 9: A warning
message will appear when a filer unchecks ‘‘Pooled Investment Fund.’’
Pooled Investment Fund will be
automatically checked by the system in
Item 9 when the filer selects Investment
Company Act Section 3(c) in Item 6.
• The Print screen, Form Description
box will be updated to reflect that Form
D is entitled ‘‘Notice of Exempt Offering
of Securities.’’
The SRO options list in EDGARLink
submission template 1, 2, and 3 will be
updated to include FINRA and ARCA.
The EDGARLite Form TA–2 (Annual
Report of Transfer Agent activities filed
pursuant to the Securities Exchange Act
of 1934) is being updated to add the
‘‘Office of Thrift Supervision’’ to the
option list of Appropriate Regulatory
Agency (ARA). Validations associated
with ARA value and the registrants file
number will be added for the ‘‘Office of
Thrift Supervision’’ such that the file
number prefix must be ‘‘085–’’ and file
number sequence number must be
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16APR1
Federal Register / Vol. 74, No. 72 / Thursday, April 16, 2009 / Rules and Regulations
between 10000 and 14999. In addition,
the validation for the ‘‘Comptroller of
the Currency’’ will be modified such
that the file number prefix must begin
with ‘‘085’’ and have a sequence
number between 10000 and 14999.
The EDGARLite Form TA–W (Notice
of Withdrawal from Registration as
Transfer Agent) OMB expiration date
displayed will be corrected to be ‘‘July
30, 2011.’’
Along with adoption of the Filer
Manual, we are amending Rule 301 of
Regulation S–T to provide for the
incorporation by reference into the Code
of Federal Regulations of today’s
revisions. This incorporation by
reference was approved by the Director
of the Federal Register in accordance
with 5 U.S.C. 552(a) and 1 CFR Part 51.
You may obtain paper copies of the
updated Filer Manual at the following
address: Public Reference Room, U.S.
Securities and Exchange Commission,
100 F Street, NE., Room 1520,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. We will post electronic
format copies on the Commission’s Web
site; the address for the Filer Manual is
https://www.sec.gov/info/edgar.shtml.
You may also obtain copies from
Thomson Financial, the paper
document contractor for the
Commission, at (800) 638–8241.
Since the Filer Manual relates solely
to agency procedures or practice,
publication for notice and comment is
not required under the Administrative
Procedure Act (APA).6 It follows that
the requirements of the Regulatory
Flexibility Act 7 do not apply.
The effective date for the updated
Filer Manual and the rule amendments
is April 16, 2009. In accordance with
the APA,8 we find that there is good
cause to establish an effective date less
than 30 days after publication of these
rules. The EDGAR system upgrade to
Release 9.14 is scheduled to become
available on December 15, 2008. The
Commission believes that establishing
an effective date less than 30 days after
publication of these rules is necessary to
coordinate the effectiveness of the
updated Filer Manual with the system
upgrade.
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Statutory Basis
We are adopting the amendments to
Regulation S–T under Sections 6, 7, 8,
10, and 19(a) of the Securities Act of
1933,9 Sections 3, 12, 13, 14, 15, 23, and
35A of the Securities Exchange Act of
65
U.S.C. 553(b).
U.S.C. 601–612.
8 5 U.S.C. 553(d)(3).
9 15 U.S.C. 77f, 77g, 77h, 77j, and 77s(a).
75
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13:29 Apr 15, 2009
Jkt 217001
1934,10 Section 319 of the Trust
Indenture Act of 1939,11 and Sections 8,
30, 31, and 38 of the Investment
Company Act of 1940.12
List of Subjects in 17 CFR Part 232
Incorporation by reference, Reporting
and recordkeeping requirements,
Securities.
Text of the Amendment
In accordance with the foregoing,
Title 17, Chapter II of the Code of
Federal Regulations is amended as
follows:
■
PART 232—REGULATION S–T—
GENERAL RULES AND REGULATIONS
FOR ELECTRONIC FILINGS
1. The authority citation for Part 232
continues to read in part as follows:
■
17597
1520, Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Electronic copies are
available on the Commission’s Web site.
The address for the Filer Manual is
https://www.sec.gov/info/edgar.shtml.
You can also inspect the document at
the National Archives and Records
Administration (NARA). For
information on the availability of this
material at NARA, call 202–741–6030,
or go to: https://www.archives.gov/
federal_register/
code_of_federal_regulations/
ibr_locations.html.
Dated: April 8, 2009.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. E9–8589 Filed 4–15–09; 8:45 am]
Authority: 15 U.S.C. 77f, 77g, 77h, 77j,
77s(a), 77z–3, 77sss(a), 78c(b), 78l, 78m, 78n,
78o(d), 78w(a), 78ll, 80a–6(c), 80a–8, 80a–29,
80a–30, 80a–37, and 7201 et seq.; and 18
U.S.C. 1350
BILLING CODE 8010–02–P
*
Employment and Training
Administration
*
*
*
*
2. Section 232.301 is revised to read
as follows:
■
§ 232.301
U.S.C. 78c, 78l, 78m, 78n, 78o, 78w, and
78ll.
11 15
12 15
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20 CFR Part 655
EDGAR Filer Manual.
Filers must prepare electronic filings
in the manner prescribed by the EDGAR
Filer Manual, promulgated by the
Commission, which sets out the
technical formatting requirements for
electronic submissions. The
requirements for becoming an EDGAR
Filer and updating company data are set
forth in the updated EDGAR Filer
Manual, Volume I: ‘‘General
Information,’’ Version 5 (September
2008). The requirements for filing on
EDGAR are set forth in the updated
EDGAR Filer Manual, Volume II:
‘‘EDGAR Filing,’’ Version 10 (December
2008). Additional provisions applicable
to Form N–SAR filers are set forth in the
EDGAR Filer Manual, Volume III: ‘‘N–
SAR Supplement,’’ Version 1
(September 2005). All of these
provisions have been incorporated by
reference into the Code of Federal
Regulations, which action was approved
by the Director of the Federal Register
in accordance with 5 U.S.C. 552(a) and
1 CFR Part 51. You must comply with
these requirements in order for
documents to be timely received and
accepted. You can obtain paper copies
of the EDGAR Filer Manual from the
following address: Public Reference
Room, U.S. Securities and Exchange
Commission, 100 F Street, NE., Room
10 15
DEPARTMENT OF LABOR
U.S.C. 77sss.
U.S.C. 80a–8, 80a–29, 80a–30, and 80a–37.
Frm 00009
Fmt 4700
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RIN 1205–AB55
Temporary Agricultural Employment of
H–2A Aliens in the United States
AGENCY: Employment and Training
Administration, Labor.
ACTION: Interim Final Rule.
SUMMARY: The Department of Labor
(‘‘Department’’ or ‘‘DOL’’) is amending
its regulations to extend the transition
period of the application filing
procedures currently in effect for all H–
2A employers with a date of need on or
before July 1, 2009, as established in the
H–2A Final Rule published on
December 18, 2008 and in effect as of
January 17, 2009. The transition period
is extended to include all employers
with a date of need on or before January
1, 2010.
DATES: This Interim Final Rule is
effective April 16, 2009. The grounds for
making the rule effective upon
publication in the Federal Register are
set forth in SUPPLEMENTARY INFORMATION
below. Interested persons are invited to
submit written comments on the Interim
Final Rule on or before May 18, 2009.
ADDRESSES: You may submit comments,
identified by Regulatory Information
Number (RIN) 1205–AB55, by any one
of the following methods:
Federal e-Rulemaking Portal: https://
www.regulations.gov: Follow the Web
site instructions for submitting
comments.
E:\FR\FM\16APR1.SGM
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Agencies
[Federal Register Volume 74, Number 72 (Thursday, April 16, 2009)]
[Rules and Regulations]
[Pages 17595-17597]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-8589]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
17 CFR Part 232
[Release Nos. 33-9022; 34-59728; 39-2464; IC-28691]
Adoption of Updated EDGAR Filer Manual
AGENCY: Securities and Exchange Commission.
ACTION: Final rule.
-----------------------------------------------------------------------
SUMMARY: The Securities and Exchange Commission (the Commission) is
adopting revisions to the Electronic Data Gathering, Analysis, and
Retrieval System (EDGAR) Filer Manual to reflect updates to the EDGAR
system. The revisions are being made primarily to update EDGAR to
support the potential rule where domestic and foreign large accelerated
filers that use U.S. Generally Accepted Accounting Principles (GAAP)
would provide to the Commission a new exhibit to their filings for
their reporting periods that end as per the details specified in the
final eXtensible Business Reporting Language (XBRL) rule. The revisions
to the Filer Manual reflect changes within Volume II entitled EDGAR
Filer Manual, Volume II: ``EDGAR Filing,'' Version 10 (December 2008).
The updated manual
[[Page 17596]]
will be incorporated by reference into the Code of Federal Regulations.
DATES: Effective Date: April 16, 2009. The incorporation by reference
of the EDGAR Filer Manual is approved by the Director of the Federal
Register as of April 16, 2009.
FOR FURTHER INFORMATION CONTACT: In the Office of Information
Technology, Rick Heroux, at (202) 551-8800; in the Office of
Interactive Disclosure for questions concerning the XBRL mandate
contact Jeffrey Naumann, Assistant Director of the Office of
Interactive Disclosure, at (202) 551-5352; in the Division of
Corporation Finance for questions regarding rescinded form types and
Form D screen changes contact Gerry Laporte, Chief, Office of Small
Business Policy, at (202) 551-3465, the addition of submission form
types SH-ER, SH-ER/A, SH-NT, and SH-NT/A, contact Nicholas P. Panos,
Office of Mergers and Acquisitions, Senior Special Counsel, at (202)
551-3266, and changes to 8-K item descriptions, contact Cecile Peters,
Office of Information Technology, Office Chief, at (202) 551-8135; and
in the Division of Trading and Markets for the addition of FINRA and
ARCA as new Self-Regulatory Organizations (SRO) and Thrift Supervision
(OTS) as a new Appropriate Regulatory Agency (ARA) contact Carol
Charnock, Regulation Specialist, at (202) 551-5542.
SUPPLEMENTARY INFORMATION: Today we are adopting an updated EDGAR Filer
Manual, Volume II. The Filer Manual describes the technical formatting
requirements for the preparation and submission of electronic filings
through the EDGAR system.\1\ It also describes the requirements for
filing using EDGARLink \2\ and the Online Forms/XML Web site.
---------------------------------------------------------------------------
\1\ We originally adopted the Filer Manual on April 1, 1993,
with an effective date of April 26, 1993. Release No. 33-6986 (April
1, 1993) [58 FR 18638]. We implemented the most recent update to the
Filer Manual on September 24, 2008. See Release No. 33-8956
(September 18, 2008) [73 FR 54943].
\2\ This is the filer assistance software we provide filers
filing on the EDGAR system.
---------------------------------------------------------------------------
The Filer Manual contains all the technical specifications for
filers to submit filings using the EDGAR system. Filers must comply
with the applicable provisions of the Filer Manual in order to assure
the timely acceptance and processing of filings made in electronic
format.\3\ Filers may consult the Filer Manual in conjunction with our
rules governing mandated electronic filing when preparing documents for
electronic submission.\4\
---------------------------------------------------------------------------
\3\ See Rule 301 of Regulation S-T (17 CFR 232.301).
\4\ See Release No. 33-8956 (September 18, 2008) [73 FR 54943]
in which we implemented EDGAR Release 9.13. For a complete history
of Filer Manual rules, please see the cites therein.
---------------------------------------------------------------------------
In support of the potential rule regarding filing using XBRL and
the other revisions being made, the EDGAR system is scheduled to be
upgraded to Release 9.14 on December 15, 2008. Specifically for XBRL
support, EDGARLink is being updated to allow domestic and foreign large
accelerated filers that use U.S. Generally Accepted Accounting
Principles (GAAP) to provide to the Commission a new exhibit to their
filings for their reporting periods that end as per the details
specified in the final eXtensible Business Reporting Language (XBRL)
rule. All filings submitted to EDGAR must use the US GAAP 1.0 Final
taxonomy. As part of this update, EDGAR will be performing a set of
custom XBRL validation rules. Should a filing violate one of these
rules, EDGAR will notify the filer. Submissions using the ICI
taxonomies \5\ and older versions of US GAAP taxonomy will not be
validated using these additional rules.
---------------------------------------------------------------------------
\5\ The Commission also proposed to tag mutual fund risk/return
summaries using XBRL. See Interactive Data for Mutual Fund Risk/
Return Summary (Proposing Release No. 33-8929). We are not proposing
changes to the EDGAR Filer Manual for the mutual fund XBRL rule at
this time, because it is anticipated that compliance with the rules
will not be required until 2010. The EDGAR Filer Manual will be
updated, to the extent necessary, before the compliance date for the
mutual fund XBRL rule.
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EDGARLink submission templates 1 and 3 are also being updated to
remove submission form types 10SB12B, 10SB12B/A, 10SB12G, 10SB12G/A,
10QSB, 10QSB/A, SB-1, SB-1/A, SB-1MEF, SB-2, SB-2/A, and SB-2MEF,
implementing the Commission's elimination of Forms SB-1, SB-2, 10-SB,
10-QSB, and 10-KSB in Release No. 33-8876 (Dec. 19, 2007). EDGARLink
submission template 3 was previously updated to add submission form
types SH-ER, SH-ER/A, SH-NT, and SH-NT/A. It is highly recommended that
filers download, install, and use the new EDGARLink software and
submission templates to ensure that submissions will be processed
successfully. Previous versions of the templates may not work properly.
Notice of the update has previously been provided on the EDGAR Filing
Web site and on the Commission's public Web site. The discrete updates
are reflected on the EDGAR Filing Web site and in the updated Filer
Manual, Volume II.
The Commission will change the 8-K item 2.04 and 5.02 descriptions
for submission form types 8-K, 8-K/A, 8-K12B, 8-K12B/A, 8-K12G3, 8-
K12G3/A, 8-K15D5, and 8-K15D5/A. Item 2.04 will be called ``Triggering
Events That Accelerate or Increase a Direct Financial Obligation or an
Obligation-under an Off-Balance Sheet Arrangement.'' Item 5.02 will be
called ``Departure of Directors or Certain Officers; Election of
Directors; Appointment of Certain Officers; Compensatory Arrangements
of Certain Officers.''
Some Form D screen elements and Form D functionality will be
updated. The Form D online application can be accessed from the EDGAR
OnlineForms/XML Web site (https://www.onlineforms.edgarfiling.sec.gov)
by logging in and selecting the ``File Form D'' link. Filers can also
log in by clicking the ``Would you like to File a Form D?'' link from
the EDGAR Portal Web site (https://www.portal.edgarfiling.sec.gov). The
changes will be as follows:
The Form D-OMB Approval information will be corrected to reflect
the estimated average burden hours per response to be 4.0.
The ``Accept'' and ``Decline'' buttons on the signature
page will be removed. When a filer clicks the Submit button, each
issuer identified is acknowledging that the contents of the filing are
true.
The menu on the left side of the Form D screen will be
updated from ``FORM D SECTIONS'' to ``FORM D ITEMS.''
Item 7--``Type of Filing'' will be updated so that the
``Date of First Sale'' will be enabled when the filing is an amendment
of a previous filing.
Item 6 and Item 9: A warning message will appear when a
filer un-checks ``Pooled Investment Fund.'' Pooled Investment Fund will
be automatically checked by the system in Item 9 when the filer selects
Investment Company Act Section 3(c) in Item 6.
The Print screen, Form Description box will be updated to
reflect that Form D is entitled ``Notice of Exempt Offering of
Securities.''
The SRO options list in EDGARLink submission template 1, 2, and 3
will be updated to include FINRA and ARCA.
The EDGARLite Form TA-2 (Annual Report of Transfer Agent activities
filed pursuant to the Securities Exchange Act of 1934) is being updated
to add the ``Office of Thrift Supervision'' to the option list of
Appropriate Regulatory Agency (ARA). Validations associated with ARA
value and the registrants file number will be added for the ``Office of
Thrift Supervision'' such that the file number prefix must be ``085-''
and file number sequence number must be
[[Page 17597]]
between 10000 and 14999. In addition, the validation for the
``Comptroller of the Currency'' will be modified such that the file
number prefix must begin with ``085'' and have a sequence number
between 10000 and 14999.
The EDGARLite Form TA-W (Notice of Withdrawal from Registration as
Transfer Agent) OMB expiration date displayed will be corrected to be
``July 30, 2011.''
Along with adoption of the Filer Manual, we are amending Rule 301
of Regulation S-T to provide for the incorporation by reference into
the Code of Federal Regulations of today's revisions. This
incorporation by reference was approved by the Director of the Federal
Register in accordance with 5 U.S.C. 552(a) and 1 CFR Part 51.
You may obtain paper copies of the updated Filer Manual at the
following address: Public Reference Room, U.S. Securities and Exchange
Commission, 100 F Street, NE., Room 1520, Washington, DC 20549, on
official business days between the hours of 10 a.m. and 3 p.m. We will
post electronic format copies on the Commission's Web site; the address
for the Filer Manual is https://www.sec.gov/info/edgar.shtml. You may
also obtain copies from Thomson Financial, the paper document
contractor for the Commission, at (800) 638-8241.
Since the Filer Manual relates solely to agency procedures or
practice, publication for notice and comment is not required under the
Administrative Procedure Act (APA).\6\ It follows that the requirements
of the Regulatory Flexibility Act \7\ do not apply.
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\6\ 5 U.S.C. 553(b).
\7\ 5 U.S.C. 601-612.
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The effective date for the updated Filer Manual and the rule
amendments is April 16, 2009. In accordance with the APA,\8\ we find
that there is good cause to establish an effective date less than 30
days after publication of these rules. The EDGAR system upgrade to
Release 9.14 is scheduled to become available on December 15, 2008. The
Commission believes that establishing an effective date less than 30
days after publication of these rules is necessary to coordinate the
effectiveness of the updated Filer Manual with the system upgrade.
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\8\ 5 U.S.C. 553(d)(3).
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Statutory Basis
We are adopting the amendments to Regulation S-T under Sections 6,
7, 8, 10, and 19(a) of the Securities Act of 1933,\9\ Sections 3, 12,
13, 14, 15, 23, and 35A of the Securities Exchange Act of 1934,\10\
Section 319 of the Trust Indenture Act of 1939,\11\ and Sections 8, 30,
31, and 38 of the Investment Company Act of 1940.\12\
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\9\ 15 U.S.C. 77f, 77g, 77h, 77j, and 77s(a).
\10\ 15 U.S.C. 78c, 78l, 78m, 78n, 78o, 78w, and 78ll.
\11\ 15 U.S.C. 77sss.
\12\ 15 U.S.C. 80a-8, 80a-29, 80a-30, and 80a-37.
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List of Subjects in 17 CFR Part 232
Incorporation by reference, Reporting and recordkeeping
requirements, Securities.
Text of the Amendment
0
In accordance with the foregoing, Title 17, Chapter II of the Code of
Federal Regulations is amended as follows:
PART 232--REGULATION S-T--GENERAL RULES AND REGULATIONS FOR
ELECTRONIC FILINGS
0
1. The authority citation for Part 232 continues to read in part as
follows:
Authority: 15 U.S.C. 77f, 77g, 77h, 77j, 77s(a), 77z-3,
77sss(a), 78c(b), 78l, 78m, 78n, 78o(d), 78w(a), 78ll, 80a-6(c),
80a-8, 80a-29, 80a-30, 80a-37, and 7201 et seq.; and 18 U.S.C. 1350
* * * * *
0
2. Section 232.301 is revised to read as follows:
Sec. 232.301 EDGAR Filer Manual.
Filers must prepare electronic filings in the manner prescribed by
the EDGAR Filer Manual, promulgated by the Commission, which sets out
the technical formatting requirements for electronic submissions. The
requirements for becoming an EDGAR Filer and updating company data are
set forth in the updated EDGAR Filer Manual, Volume I: ``General
Information,'' Version 5 (September 2008). The requirements for filing
on EDGAR are set forth in the updated EDGAR Filer Manual, Volume II:
``EDGAR Filing,'' Version 10 (December 2008). Additional provisions
applicable to Form N-SAR filers are set forth in the EDGAR Filer
Manual, Volume III: ``N-SAR Supplement,'' Version 1 (September 2005).
All of these provisions have been incorporated by reference into the
Code of Federal Regulations, which action was approved by the Director
of the Federal Register in accordance with 5 U.S.C. 552(a) and 1 CFR
Part 51. You must comply with these requirements in order for documents
to be timely received and accepted. You can obtain paper copies of the
EDGAR Filer Manual from the following address: Public Reference Room,
U.S. Securities and Exchange Commission, 100 F Street, NE., Room 1520,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Electronic copies are available on the Commission's Web
site. The address for the Filer Manual is https://www.sec.gov/info/edgar.shtml. You can also inspect the document at the National Archives
and Records Administration (NARA). For information on the availability
of this material at NARA, call 202-741-6030, or go to: https://www.archives.gov/federal_register/code_of_federal_regulations/ibr_locations.html.
Dated: April 8, 2009.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. E9-8589 Filed 4-15-09; 8:45 am]
BILLING CODE 8010-02-P