Self-Regulatory Organizations; Municipal Securities Rulemaking Board; Notice of Filing and Immediate Effectiveness of Amendments to Rule A-13, on Underwriting Assessments and Rule G-32, on Disclosures in Connection With Primary Offerings, 52292-52294 [E9-24354]
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52292
Federal Register / Vol. 74, No. 195 / Friday, October 9, 2009 / Notices
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Exchange
Act. Comments may be submitted by
any of the following methods:
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2009–83 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
mstockstill on DSKH9S0YB1PROD with NOTICES
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–24353 Filed 10–8–09; 8:45 am]
[Release No. 34–60783; File No. SR–MSRB–
2009–15]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Filing and Immediate
Effectiveness of Amendments to Rule
A–13, on Underwriting Assessments
and Rule G–32, on Disclosures in
Connection With Primary Offerings
October 2, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
All submissions should refer to File
September 30, 2009, the Municipal
Number SR–NYSEArca–2009–83. This
Securities Rulemaking Board (‘‘MSRB’’
file number should be included on the
subject line if e-mail is used. To help the or ‘‘Board’’), filed with the Securities
and Exchange Commission
Commission process and review your
(‘‘Commission’’) the proposed rule
comments more efficiently, please use
only one method. The Commission will change as described in Items I, II and III
below, which Items have been prepared
post all comments on the Commission’s
by the MSRB. The MSRB has designated
Internet Web site (https://www.sec.gov/
the proposed rule change as changing a
rules/sro.shtml). Copies of the
fee applicable to brokers, dealers and
submission, all subsequent
municipal securities dealers pursuant to
amendments, all written statements
Section 19(b)(3)(A)(ii) of the Act,3 and
with respect to the proposed rule
Rule 19b–4(f)(2) thereunder,4 which
change that are filed with the
renders the proposal effective upon
Commission, and all written
filing with the Commission. The
communications relating to the
Commission is publishing this notice to
proposed rule change between the
solicit comments on the proposed rule
Commission and any person, other than change from interested persons.
those that may be withheld from the
I. Self-Regulatory Organization’s
public in accordance with the
Statement of the Terms of Substance of
provisions of 5 U.S.C. 552, will be
the Proposed Rule Change
available for inspection and copying in
The MSRB is filing amendments to
the Commission’s Public Reference
Rule A–13, which provides for fee
Room, 100 F Street, NE., Washington,
assessments based on underwriting
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m. activity and Rule G–32, by adding a
Copies of the filing will also be available definition of commercial paper. The
proposed rule change would apply to
for inspection and copying at NYSE
primary offerings of municipal
Arca’s principal office. All comments
received will be posted without change; securities for which submission of Form
G–32 under Rule G–32(b)(i)(A) is
the Commission does not edit personal
initiated on or after December 1, 2009.
identifying information from
The text of the proposed rule change is
submissions. You should submit only
available on the MSRB’s Web site at
information that you wish to make
https://www.msrb.org/msrb1/sec.asp, at
available publicly. All submissions
should refer to File Number SR–
17 17 CFR 200.30–3(a)(12).
NYSEArca–2009–83 and should be
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
submitted on or before October 30,
3 15 U.S.C. 78s(b)(3)(A)(ii).
2009.
4 17
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PO 00000
CFR 240.19b–4(f)(2).
Frm 00119
Fmt 4703
Sfmt 4703
the MSRB’s principal office, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
MSRB included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. The MSRB has
prepared summaries, set forth in
Sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to assess reasonable fees
necessary to defray the costs and
expenses of operating and administering
the MSRB. The proposed rule change
would partially accomplish this purpose
by amending Rule A–13 to eliminate
exemptions in Rule A–13 pertaining to
underwriting assessments for primary
offerings of municipal securities that:
(i) Have an aggregate par value less than
$1,000,000; (ii) have a final stated
maturity of nine months or less, except
commercial paper; (iii) at the option of
the holder thereof, may be tendered to
an issuer of such securities or its
designated agent for redemption or
purchase at par value or more at least
as frequently as every nine months until
maturity, earlier redemption, or
purchase by an issuer or its designated
agent; and (iv) have authorized
denominations of $100,000 or more and
are sold to no more than thirty-five
persons each of whom the broker, dealer
or municipal securities dealer (‘‘dealer’’)
reasonably believes: (A) Has the
knowledge and experience necessary to
evaluate the merits and risks of the
investment; and (B) is not purchasing
for more than one account, with a view
toward distributing the securities
(‘‘limited offering’’). The underwriting
fee for primary offerings of these
securities will be $.03 per $1000 par
value, which is the current underwriting
fee for primary offerings of municipal
bonds. Additionally, the proposed rule
change will further harmonize the
underwriting fees of notes and bonds by
changing the underwriting fee on
primary offerings in which all securities
offered have a final stated maturity less
than two years to the rate of $.03 per
E:\FR\FM\09OCN1.SGM
09OCN1
mstockstill on DSKH9S0YB1PROD with NOTICES
Federal Register / Vol. 74, No. 195 / Friday, October 9, 2009 / Notices
$1000 par value. For purposes of the
underwriting assessment under Rule
A–13, a primary offering will be defined
to mean a primary offering under
Exchange Act Rule 15c2–12, but
excludes subsequent remarketings after
the initial issuance of the bonds or
notes. Rule G–32 has also been amended
to include a new definition of
commercial paper.
The MSRB currently levies three
types of fees that are generally
applicable to dealers. Rule A–12
provides for a $100 initial fee paid once
by a dealer when it enters the municipal
securities business. Rule A–13 provides
for an underwriting fee of $.03 per
$1000 par value of bonds and $.01 per
$1000 par value of notes (with specified
exceptions), and a transaction fee of
$.005 per $1000 par value of sale
transactions of specified securities. Rule
A–14 provides for an annual fee of $500
from each dealer who conducts
municipal securities activities.
The underwriting and transaction fees
in Rule A–13 assess fees that are
generally proportionate to a dealer’s
activity within the industry.
Historically, municipal notes were
either exempt from underwriting fees or
were subject to reduced underwriting
fees ($.01 per $1000), and variable rate
demand obligations, small issues, and
limited offerings also were exempt from
underwriting fees. The MSRB believes
that such a fee structure has become
increasingly inequitable as the volume
of primary offerings in these categories
(including in particular note issues) has
grown, and the MSRB’s resources have
been devoted to supporting both notes
and bonds. The elimination of
exemptions for these categories of
primary offerings will result in fees that
are more fairly, reasonably and
equitably allocated to reflect dealer
participation in the overall municipal
debt market.
During the past five years, the Board’s
ongoing expenses have increased
significantly due to increased regulatory
activities and expanded market
information products and services,
including the new Electronic Municipal
Market Access system (‘‘EMMA’’) to
implement the new ‘‘access equals
delivery’’ primary market disclosure
service under MSRB Rule G–32 and the
new continuing disclosure service to
implement the Commission’s
amendments to Exchange Act Rule
15c2–12 as well as the Short-term
Obligation Rate Transparency system
(‘‘SHORT’’) for interest rate
transparency for variable rate demand
obligations and auction rate securities.
These new systems and their associated
rules greatly enhance the efficiency of
VerDate Nov<24>2008
16:05 Oct 08, 2009
Jkt 220001
the municipal securities market and
provide critical information to dealers
and investors. The proposed rule change
is designed to better match the MSRB’s
revenues with the operating costs
associated with these important new
systems and the costs of regulating the
municipal securities market.
2. Statutory Basis
The MSRB believes that the proposed
rule change is consistent with the
requirements of Section 15B(b)(2)(J) of
the Act,5 which requires, in pertinent
part, that the MSRB’s rules shall:
Provide that each municipal securities
broker and each municipal securities dealer
shall pay to the Board such reasonable fees
and charges as may be necessary or
appropriate to defray the costs and expenses
of operating and administering the Board.
Such rules shall specify the amount of such
fees and charges.
The proposed rule change provides
for reasonable fees, based on dealer
involvement in the municipal securities
market that are necessary to defray
MSRB expenses. The proposed rule
change will result in a more equitable
distribution of fees among dealers in the
municipal securities market based on
their level of activity in the primary
market for municipal bonds and notes.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The MSRB does not believe that the
proposed rule change will impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act, since it would
apply equally to all dealers and would
be apportioned based on such dealers’
level of participation in the municipal
securities primary market.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The proposed rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act 6 and Rule 19b–
4(f)(2) thereunder,7 in that the proposed
amendments to Rule A–13 and Rule
G–32 change fees applicable to brokers,
dealers and municipal securities
dealers. The proposed rule change
would apply to primary offerings of
U.S.C. 78o–4(b)(2)(J).
U.S.C. 78s(b)(3)(A)(ii).
7 17 CFR 240.19b–4(f)(2).
52293
municipal securities for which
submission of Form G–32 under MSRB
Rule G–32(b)(i)(A) is initiated on or after
December 1, 2009. At any time within
60 days of the filing of the proposed rule
change, the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.8
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–MSRB–2009–15 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–MSRB–2009–15. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such filing also will be
available for inspection and copying at
the principal office of the MSRB. All
5 15
6 15
PO 00000
Frm 00120
Fmt 4703
Sfmt 4703
8 See Section 19(b)(3)(C) of the Act, 15 U.S.C.
78s(b)(3)(C).
E:\FR\FM\09OCN1.SGM
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52294
Federal Register / Vol. 74, No. 195 / Friday, October 9, 2009 / Notices
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–MSRB–2009–15 and should
be submitted on or before October 30,
2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–24354 Filed 10–8–09; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF TRANSPORTATION
Surface Transportation Board
[STB Docket No. AB–55 (Sub–No. 699X)]
CSX Transportation, Inc.—
Abandonment Exemption—in McMinn
County, TN
CSX Transportation, Inc. (CSXT) has
filed a notice of exemption under 49
CFR 1152 Subpart F—Exempt
Abandonments to abandon a 0.22-mile
line of railroad on CSXT’s Southern
Region, Huntington-West Division, KD
Subdivision, extending from milepost
OKW 333.40 to milepost OKW 333.62,
in Athens, McMinn County, TN.1 The
line traverses United States Postal
Service Zip Code 37303.
CSXT has certified that: (1) No local
traffic has moved over the line for at
least 2 years; (2) any overhead traffic on
the line can be rerouted over other lines;
(3) no formal complaint filed by a user
of rail service on the line (or by a state
or local government entity acting on
behalf of such user) regarding cessation
of service over the line either is pending
with the Board or with any U.S. District
Court or has been decided in favor of
complainant within the 2-year period;
and (4) the requirements of 49 CFR
1105.7 (environmental report), 49 CFR
1105.8 (historic report), 49 CFR 1105.11
(transmittal letter), 49 CFR 1105.12
(newspaper publication), and 49 CFR
CFR 200.30–3(a)(12).
decision and notice served on July 27, 2001,
in STB Docket No. AB–55 (Sub–No. 586X), CSXT
was granted an exemption from the prior approval
requirements of 49 U.S.C. 10903 to abandon a larger
rail line between milepost OKW 333.40, and
milepost OKW 334.24. That exemption included
the smaller line segment at issue here, between
milepost OKW 333.40 and milepost OKW 333.62.
CSXT allowed the abandonment authority for this
smaller segment to expire when it did not, by July
27, 2002, file with the Board a notice of
consummation of abandonment of this smaller
segment.
1152.50(d)(1) (notice to governmental
agencies) have been met.
As a condition to this exemption, any
employee adversely affected by the
abandonment shall be protected under
Oregon Short Line R. Co.—
Abandonment—Goshen, 360 I.C.C. 91
(1979). To address whether this
condition adequately protects affected
employees, a petition for partial
revocation under 49 U.S.C. 10502(d)
must be filed.
Provided no formal expression of
intent to file an offer of financial
assistance (OFA) has been received, this
exemption will be effective on
November 10, 2009, unless stayed
pending reconsideration. Petitions to
stay that do not involve environmental
issues,2 formal expressions of intent to
file an OFA under 49 CFR
1152.27(c)(2),3 and trail use/rail banking
requests under 49 CFR 1152.29 must be
filed by October 19, 2009. Petitions to
reopen or requests for public use
conditions under 49 CFR 1152.28 must
be filed by October 29, 2009, with the
Surface Transportation Board, 395 E
Street, SW., Washington, DC 20423–
0001.
A copy of any petition filed with the
Board should be sent to CSXT’s
representative: Kathryn R. Barney, 500
Water Street, J–150, Jacksonville, FL
32202.
If the verified notice contains false or
misleading information, the exemption
is void ab initio.
CSXT has filed environmental and
historic reports which address the
effects, if any, of the abandonment on
the environment and historic resources.
SEA will issue an environmental
assessment (EA) by October 16, 2009.
Interested persons may obtain a copy of
the EA by writing to SEA (Room 1100,
Surface Transportation Board,
Washington, DC 20423–0001) or by
calling SEA, at (202) 245–0305.
[Assistance for the hearing impaired is
available through the Federal
Information Relay Service (FIRS) at 1–
800–877–8339.] Comments on
environmental and historic preservation
matters must be filed within 15 days
after the EA becomes available to the
public.
9 17
mstockstill on DSKH9S0YB1PROD with NOTICES
1 By
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16:05 Oct 08, 2009
Jkt 220001
2 The Board will grant a stay if an informed
decision on environmental issues (whether raised
by a party or by the Board’s Section of
Environmental Analysis (SEA) in its independent
investigation) cannot be made before the
exemption’s effective date. See Exemption of Outof-Service Rail Lines, 5 I.C.C.2d 377 (1989). Any
request for a stay should be filed as soon as possible
so that the Board may take appropriate action before
the exemption’s effective date.
3 Each OFA must be accompanied by the filing
fee, which is currently set at $1,500. See 49 CFR
1002.2(f)(25).
PO 00000
Frm 00121
Fmt 4703
Sfmt 4703
Environmental, historic preservation,
public use, or trail use/rail banking
conditions will be imposed, where
appropriate, in a subsequent decision.
Pursuant to the provisions of 49 CFR
1152.29(e)(2), CSXT shall file a notice of
consummation with the Board to signify
that it has exercised the authority
granted and fully abandoned the line. If
consummation has not been effected by
CSXT’s filing of a notice of
consummation by October 9, 2010, and
there are no legal or regulatory barriers
to consummation, the authority to
abandon will automatically expire.
Board decisions and notices are
available on our Web site at https://
www.stb.dot.gov.
Decided: October 2, 2009.
By the Board, Rachel D. Campbell,
Director, Office of Proceedings.
Kulunie L. Cannon,
Clearance Clerk.
[FR Doc. E9–24258 Filed 10–8–09; 8:45 am]
BILLING CODE 4915–01–P
DEPARTMENT OF THE TREASURY
Senior Executive Service;
Departmental Offices Performance
Review Board
Treasury Department.
Notice of members of the
Departmental Offices Performances
Review Board.
AGENCY:
ACTION:
SUMMARY: Pursuant to 5 U.S.C.
4314(c)(4), this notice announces the
appointment of members of the
Departmental Offices Performance
Review Board (PRB). The purpose of
this Board is to review and make
recommendations concerning proposed
performance appraisals, ratings, bonuses
and other appropriate personnel actions
for incumbents of SES positions in the
Departmental Offices, excluding the
Legal Division. The Board will perform
PRB functions for other bureau
positions if requested.
Composition of Departmental Offices
PRB: The Board shall consist of at least
three members. In the case of an
appraisal of a career appointee, more
than half the members shall consist of
career appointees. The names and titles
of the Board members are as follows:
Coloretti, Nani Ann, Deputy Assistant
Secretary for Management and
Budget.
Dohner, Robert S., Deputy Assistant
Secretary for South and East Asia.
Duffy, Michael D., Deputy Assistant
Secretary for Information Systems and
Chief Information Officer.
Fitzpayne, Alistair M., Deputy Chief of
Staff.
E:\FR\FM\09OCN1.SGM
09OCN1
Agencies
[Federal Register Volume 74, Number 195 (Friday, October 9, 2009)]
[Notices]
[Pages 52292-52294]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-24354]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60783; File No. SR-MSRB-2009-15]
Self-Regulatory Organizations; Municipal Securities Rulemaking
Board; Notice of Filing and Immediate Effectiveness of Amendments to
Rule A-13, on Underwriting Assessments and Rule G-32, on Disclosures in
Connection With Primary Offerings
October 2, 2009.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on September 30, 2009, the Municipal Securities Rulemaking Board
(``MSRB'' or ``Board''), filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II and III below, which Items have been prepared by the MSRB.
The MSRB has designated the proposed rule change as changing a fee
applicable to brokers, dealers and municipal securities dealers
pursuant to Section 19(b)(3)(A)(ii) of the Act,\3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders the proposal effective upon filing with
the Commission. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The MSRB is filing amendments to Rule A-13, which provides for fee
assessments based on underwriting activity and Rule G-32, by adding a
definition of commercial paper. The proposed rule change would apply to
primary offerings of municipal securities for which submission of Form
G-32 under Rule G-32(b)(i)(A) is initiated on or after December 1,
2009. The text of the proposed rule change is available on the MSRB's
Web site at https://www.msrb.org/msrb1/sec.asp, at the MSRB's principal
office, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the MSRB included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The MSRB has prepared summaries, set forth in Sections
A, B, and C below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to assess reasonable
fees necessary to defray the costs and expenses of operating and
administering the MSRB. The proposed rule change would partially
accomplish this purpose by amending Rule A-13 to eliminate exemptions
in Rule A-13 pertaining to underwriting assessments for primary
offerings of municipal securities that: (i) Have an aggregate par value
less than $1,000,000; (ii) have a final stated maturity of nine months
or less, except commercial paper; (iii) at the option of the holder
thereof, may be tendered to an issuer of such securities or its
designated agent for redemption or purchase at par value or more at
least as frequently as every nine months until maturity, earlier
redemption, or purchase by an issuer or its designated agent; and (iv)
have authorized denominations of $100,000 or more and are sold to no
more than thirty-five persons each of whom the broker, dealer or
municipal securities dealer (``dealer'') reasonably believes: (A) Has
the knowledge and experience necessary to evaluate the merits and risks
of the investment; and (B) is not purchasing for more than one account,
with a view toward distributing the securities (``limited offering'').
The underwriting fee for primary offerings of these securities will be
$.03 per $1000 par value, which is the current underwriting fee for
primary offerings of municipal bonds. Additionally, the proposed rule
change will further harmonize the underwriting fees of notes and bonds
by changing the underwriting fee on primary offerings in which all
securities offered have a final stated maturity less than two years to
the rate of $.03 per
[[Page 52293]]
$1000 par value. For purposes of the underwriting assessment under Rule
A-13, a primary offering will be defined to mean a primary offering
under Exchange Act Rule 15c2-12, but excludes subsequent remarketings
after the initial issuance of the bonds or notes. Rule G-32 has also
been amended to include a new definition of commercial paper.
The MSRB currently levies three types of fees that are generally
applicable to dealers. Rule A-12 provides for a $100 initial fee paid
once by a dealer when it enters the municipal securities business. Rule
A-13 provides for an underwriting fee of $.03 per $1000 par value of
bonds and $.01 per $1000 par value of notes (with specified
exceptions), and a transaction fee of $.005 per $1000 par value of sale
transactions of specified securities. Rule A-14 provides for an annual
fee of $500 from each dealer who conducts municipal securities
activities.
The underwriting and transaction fees in Rule A-13 assess fees that
are generally proportionate to a dealer's activity within the industry.
Historically, municipal notes were either exempt from underwriting fees
or were subject to reduced underwriting fees ($.01 per $1000), and
variable rate demand obligations, small issues, and limited offerings
also were exempt from underwriting fees. The MSRB believes that such a
fee structure has become increasingly inequitable as the volume of
primary offerings in these categories (including in particular note
issues) has grown, and the MSRB's resources have been devoted to
supporting both notes and bonds. The elimination of exemptions for
these categories of primary offerings will result in fees that are more
fairly, reasonably and equitably allocated to reflect dealer
participation in the overall municipal debt market.
During the past five years, the Board's ongoing expenses have
increased significantly due to increased regulatory activities and
expanded market information products and services, including the new
Electronic Municipal Market Access system (``EMMA'') to implement the
new ``access equals delivery'' primary market disclosure service under
MSRB Rule G-32 and the new continuing disclosure service to implement
the Commission's amendments to Exchange Act Rule 15c2-12 as well as the
Short-term Obligation Rate Transparency system (``SHORT'') for interest
rate transparency for variable rate demand obligations and auction rate
securities. These new systems and their associated rules greatly
enhance the efficiency of the municipal securities market and provide
critical information to dealers and investors. The proposed rule change
is designed to better match the MSRB's revenues with the operating
costs associated with these important new systems and the costs of
regulating the municipal securities market.
2. Statutory Basis
The MSRB believes that the proposed rule change is consistent with
the requirements of Section 15B(b)(2)(J) of the Act,\5\ which requires,
in pertinent part, that the MSRB's rules shall:
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\5\ 15 U.S.C. 78o-4(b)(2)(J).
Provide that each municipal securities broker and each municipal
securities dealer shall pay to the Board such reasonable fees and
charges as may be necessary or appropriate to defray the costs and
expenses of operating and administering the Board. Such rules shall
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specify the amount of such fees and charges.
The proposed rule change provides for reasonable fees, based on
dealer involvement in the municipal securities market that are
necessary to defray MSRB expenses. The proposed rule change will result
in a more equitable distribution of fees among dealers in the municipal
securities market based on their level of activity in the primary
market for municipal bonds and notes.
B. Self-Regulatory Organization's Statement on Burden on Competition
The MSRB does not believe that the proposed rule change will impose
any burden on competition not necessary or appropriate in furtherance
of the purposes of the Act, since it would apply equally to all dealers
and would be apportioned based on such dealers' level of participation
in the municipal securities primary market.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The proposed rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act \6\ and Rule 19b-4(f)(2) thereunder,\7\ in
that the proposed amendments to Rule A-13 and Rule G-32 change fees
applicable to brokers, dealers and municipal securities dealers. The
proposed rule change would apply to primary offerings of municipal
securities for which submission of Form G-32 under MSRB Rule G-
32(b)(i)(A) is initiated on or after December 1, 2009. At any time
within 60 days of the filing of the proposed rule change, the
Commission may summarily abrogate such rule change if it appears to the
Commission that such action is necessary or appropriate in the public
interest, for the protection of investors, or otherwise in furtherance
of the purposes of the Act.\8\
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\6\ 15 U.S.C. 78s(b)(3)(A)(ii).
\7\ 17 CFR 240.19b-4(f)(2).
\8\ See Section 19(b)(3)(C) of the Act, 15 U.S.C. 78s(b)(3)(C).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-MSRB-2009-15 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-MSRB-2009-15. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the MSRB. All
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comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-MSRB-2009-15 and should be
submitted on or before October 30, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-24354 Filed 10-8-09; 8:45 am]
BILLING CODE 8011-01-P