Proposed Agency Information Collection Activities; Comment Request, 35634-35638 [2014-14549]
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Federal Register / Vol. 79, No. 120 / Monday, June 23, 2014 / Notices
to Windward Parkway. This alignment
is referred to as the GA 400–1A Build
Alternative. Bus rapid transit (BRT),
heavy rail transit (HRT), and light rail
transit (LRT) are the three transit modes
or technologies being considered for this
corridor. The three modes each have the
same general alignment, following GA
400 from North Springs MARTA station
to Windward Parkway. The LRT and the
BRT alternatives have six stations, from
south to north: Northridge, Holcomb
Bridge, Mansell Road, North Point Mall,
Old Milton and Windward Parkway.
The HRT alternative is similar, but it
does not currently include a station at
Old Milton. The outcome of Screen 2
will be the recommendation of the
preferred alternative. MARTA may also
consider other alternatives that arise
during the early scoping comment
period.
FTA Procedures
At the end of the alternatives analysis
process, FTA and MARTA anticipate
identifying a preferred mode and
corridor for further evaluation during
the NEPA process. The classification of
the NEPA documentation will be
determined by the FTA at the end of the
alternatives analysis. If the preferred
mode and alignment involve the
potential for significant environmental
impacts an EIS may be required. If an
EIS is required, a Notice of Intent to
Prepare an EIS will be published in the
Federal Register by FTA and the public
and interested agencies will have the
opportunity to participate in a review
and comment period on the scope of the
EIS.
Dated: June 18, 2014.
Yvette G. Taylor,
Regional Administrator Federal Transit
Administration, Region IV.
[FR Doc. 2014–14560 Filed 6–20–14; 8:45 am]
BILLING CODE P
DEPARTMENT OF THE TREASURY
Office of the Comptroller of the
Currency
FEDERAL RESERVE SYSTEM
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FEDERAL DEPOSIT INSURANCE
CORPORATION
Proposed Agency Information
Collection Activities; Comment
Request
Office of the Comptroller of
the Currency (OCC), Treasury; Board of
Governors of the Federal Reserve
System (Board); and Federal Deposit
Insurance Corporation (FDIC).
AGENCIES:
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Joint notice and Request for
Comment.
ACTION:
In accordance with the
requirements of the Paperwork
Reduction Act (PRA) of 1995 (44 U.S.C.
chapter 35), the OCC, the Board, and the
FDIC (the agencies) may not conduct or
sponsor, and the respondent is not
required to respond to, an information
collection unless it displays a currently
valid Office of Management and Budget
(OMB) control number. The agencies,
under the auspices of the Federal
Financial Institutions Examination
Council (FFIEC), have approved the
publication for public comment of
proposed revisions to the risk-weighted
assets portion of Schedule RC–R,
Regulatory Capital, and to line items
related to securities lent and borrowed
in Schedule RC–L, Derivatives and OffBalance Sheet Items, in the
Consolidated Reports of Condition and
Income (Call Report or FFIEC 031 and
FFIEC 041). The proposed revisions to
the Call Report are consistent with the
revised regulatory capital rules
published by the agencies (revised
regulatory capital rules).1
For all institutions required to file the
Call Report, the proposed revised riskweighted assets portion of Schedule
RC–R and the proposed changes to
Schedule RC–L would take effect as of
the March 31, 2015, report date.
At the end of the comment period, the
comments and recommendations
received will be analyzed to determine
the extent to which the FFIEC and the
agencies should modify the proposed
reporting revisions prior to giving final
approval. The agencies will then submit
the proposed reporting revisions to
OMB for review and approval.
DATES: Comments must be submitted on
or before August 22, 2014.
ADDRESSES: Interested parties are
invited to submit written comments to
any or all of the agencies. All comments,
which should refer to the OMB control
number(s), will be shared among the
agencies.
OCC: Commenters are encouraged to
submit comments by email. Please use
the title ‘‘FFIEC 031 and 041’’ to
facilitate the organization and
distribution of the comments. You may
submit comments by any of the
following methods:
• Email: regs.comments@
occ.treas.gov.
• Mail: Legislative and Regulatory
Activities Division, Office of the
Comptroller of the Currency, 400 7th
SUMMARY:
1 78 FR 62018 (Oct. 11, 2013) (OCC and Board)
and 78 FR 55340 (Sept. 10, 2013) (FDIC).
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Street SW., Suite 3E–218, Mail Stop
9W–11, Washington, DC 20219.
• Hand Delivery/Courier: 400 7th
Street SW., Suite 3E–218, Mail Stop
9W–11, Washington, DC 20219.
• Fax: (571) 465–4326.
Instructions: You must include
‘‘OCC’’ as the agency name and ‘‘FFIEC
031 and 041’’ in your comment. In
general, OCC will enter all comments
received into the docket and publish
them on the Regulations.gov Web site
without change, including any business
or personal information that you
provide such as name and address
information, email addresses, or phone
numbers. Comments received, including
attachments and other supporting
materials, are part of the public record
and subject to public disclosure. Do not
enclose any information in your
comment or supporting materials that
you consider confidential or
inappropriate for public disclosure.
You may personally inspect and
photocopy comments at the OCC, 400
7th Street SW., Washington, DC. For
security reasons, the OCC requires that
visitors make an appointment to inspect
comments. You may do so by calling
(202) 649–6700. Upon arrival, visitors
will be required to present valid
government-issued photo identification
and to submit to security screening in
order to inspect and photocopy
comments.
Board: You may submit comments,
which should refer to ‘‘FFIEC 031 and
FFIEC 041,’’ by any of the following
methods:
• Agency Web site: https://
www.federalreserve.gov. Follow the
instructions for submitting comments at:
https://www.federalreserve.gov/apps/
foia/proposedregs.aspx#icp.
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow the
instructions for submitting comments.
• Email: regs.comments@
federalreserve.gov. Include reporting
form number in the subject line of the
message.
• Fax: (202) 452–3819 or (202) 452–
3102.
• Mail: Robert DeV. Frierson,
Secretary, Board of Governors of the
Federal Reserve System, 20th Street and
Constitution Avenue NW., Washington,
DC 20551.
All public comments are available
from the Board’s Web site at
www.federalreserve.gov/generalinfo/
foia/ProposedRegs.cfm as submitted,
unless modified for technical reasons.
Accordingly, your comments will not be
edited to remove any identifying or
contact information. Public comments
may also be viewed electronically or in
paper in Room MP–500 of the Board’s
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Martin Building (20th and C Streets
NW.,) between 9:00 a.m. and 5:00 p.m.
on weekdays.
FDIC: You may submit comments,
which should refer to ‘‘FFIEC 031 and
FFIEC 041,’’ by any of the following
methods:
• Agency Web site: https://
www.fdic.gov/regulations/laws/federal/
propose.html. Follow the instructions
for submitting comments on the FDIC
Web site.
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow the
instructions for submitting comments.
• Email: comments@FDIC.gov.
Include ‘‘FFIEC 031and FFIEC 041’’ in
the subject line of the message.
• Mail: Gary A. Kuiper, Counsel,
Attn: Comments, Room NYA–5046,
Federal Deposit Insurance Corporation,
550 17th Street NW., Washington, DC
20429.
• Hand Delivery: Comments may be
hand delivered to the guard station at
the rear of the 550 17th Street Building
(located on F Street) on business days
between 7 a.m. and 5 p.m.
Public Inspection: All comments
received will be posted without change
to https://www.fdic.gov/regulations/laws/
federal/propose.html including any
personal information provided.
Comments may be inspected at the FDIC
Public Information Center, Room E–
1002, 3501 Fairfax Drive, Arlington, VA
22226, between 9 a.m. and 5 p.m. on
business days.
Additionally, commenters may send a
copy of their comments to the OMB
desk officer for the agencies by mail to
the Office of Information and Regulatory
Affairs, U.S. Office of Management and
Budget, New Executive Office Building,
Room 10235, 725 17th Street NW.,
Washington, DC 20503; by fax to (202)
395–6974; or by email to oira_
submission@omb.eop.gov.
FOR FURTHER INFORMATION CONTACT: For
further information about the proposed
revisions to the Call Report discussed in
this notice, please contact any of the
agency clearance officers whose names
appear below. In addition, copies of the
proposed revised FFIEC 031 and FFIEC
041 forms and instructions can be
obtained at the FFIEC’s Web site
(https://www.ffiec.gov/ffiec_report_
forms.htm).
OCC: Mary H. Gottlieb and Johnny
Vilela, OCC Clearance Officers, (202)
649–5490, for persons who are deaf or
hard of hearing, TTY, (202) 649–5597,
Legislative and Regulatory Activities
Division, Office of the Comptroller of
the Currency, 400 7th Street SW.,
Washington, DC 20219.
Board: Cynthia Ayouch, Federal
Reserve Board Clearance Officer, (202)
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452–3829, Office of the Chief Data
Officer, Board of Governors of the
Federal Reserve System, 20th and C
Streets NW., Washington, DC 20551.
Telecommunications Device for the Deaf
(TDD) users may call (202) 263–4869.
FDIC: Gary A. Kuiper, Counsel, (202)
898–3877, Legal Division, Federal
Deposit Insurance Corporation, 550 17th
Street NW., Washington, DC 20429.
SUPPLEMENTARY INFORMATION: The
agencies are proposing to revise and
extend for three years the Call Report,
which is currently an approved
collection of information for each
agency.
Report Title: Consolidated Reports of
Condition and Income (Call Report).
Form Number: Call Report: FFIEC 031
(for banks and savings associations with
domestic and foreign offices) and FFIEC
041 (for banks and savings associations
with domestic offices only).
Frequency of Response: Quarterly.
Affected Public: Business or other forprofit.
OCC:
OMB Number: 1557–0081.
Estimated Number of Respondents:
1,675 national banks and federal savings
associations.
Estimated Time per Response: 59.64
burden hours per quarter to file.
Estimated Total Annual Burden:
399,588 burden hours to file.
Board:
OMB Number: 7100–0036.
Estimated Number of Respondents:
846 state member banks.
Estimated Time per Response: 60.07
burden hours per quarter to file.
Estimated Total Annual Burden:
203,277 burden hours to file.
FDIC:
OMB Number: 3064–0052.
Estimated Number of Respondents:
4,237 insured state nonmember banks
and state savings associations.
Estimated Time per Response: 44.74
burden hours per quarter to file.
Estimated Total Annual Burden:
758,254 burden hours to file.
The estimated time per response for
the quarterly filings of the Call Report
is an average that varies by agency
because of differences in the
composition of the institutions under
each agency’s supervision (e.g., size
distribution of institutions, types of
activities in which they are engaged,
and existence of foreign offices). The
average reporting burden for the filing of
the Call Report as it is proposed to be
revised is estimated to range from 20 to
775 hours per quarter, depending on an
individual institution’s circumstances.
General Description of Reports
The Call Report information
collections are mandatory for the
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following institutions: 12 U.S.C. 161
(national banks), 12 U.S.C. 324 (state
member banks), 12 U.S.C. 1817 (insured
state nonmember banks), and 12 U.S.C.
1464 (savings associations) (collectively,
Call Report filers). At present, except for
selected data items, the Call Report
information collections are not given
confidential treatment.
Abstract
Institutions submit Call Report data to
the agencies each quarter for the
agencies’ use in monitoring the
condition, performance, and risk profile
of individual institutions and the
industry as a whole. Call Report data
provide the most current statistical data
available for evaluating institutions’
corporate applications, identifying areas
of focus for on-site and off-site
examinations, and monetary and other
public policy purposes. The agencies
use Call Report data in evaluating
interstate merger and acquisition
applications to determine, as required
by law, whether the resulting institution
would control more than ten percent of
the total amount of deposits of insured
depository institutions in the United
States. Call Report data also are used to
calculate institutions’ deposit insurance
and Financing Corporation assessments
and national banks’ and federal savings
associations’ semiannual assessment
fees.
Current Actions
I. Overview of the Proposed Changes
A. Summary of Proposed Changes
Call Report Schedule RC–R collects
regulatory data on tier 1, tier 2, and total
capital and regulatory capital ratios
(regulatory capital components and
ratios portion) and on risk-weighted
assets (risk-weighted assets portion). On
January 14, 2014, the agencies
published a final PRA notice in the
Federal Register pertaining to their
submissions to OMB for review and
approval of revised reporting
requirements for the regulatory capital
components and ratios portion of Call
Report Schedule RC–R, consistent with
the revised regulatory capital rules.2
2 For report dates in 2014, the regulatory capital
components and ratios portion of Schedule RC–R
will be designated Parts I.A and I.B. Call Report
filers that are not advanced approaches institutions
will file Part I.A, which includes existing data items
1 through 33 of current Schedule RC–R. Call Report
filers that are subject to the advanced approaches
and to the revised regulatory capital rules effective
January 1, 2014, will file Part I.B, which includes
the revised reporting requirements consistent with
the revised regulatory capital rules. In March 2015,
Part I.A would be removed and Part I.B would be
designated Part I; all Call Report filers would then
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The agencies are proposing at this time
to revise the reporting requirements for
the risk-weighted assets portion of Call
Report Schedule RC–R by incorporating
the standardized approach, consistent
with the revised regulatory capital
rules.3 Compared to the current
schedule, the proposed risk-weighted
assets portion of Schedule RC–R would
provide a more detailed breakdown of
on-balance sheet asset and off-balance
sheet item categories, remove the
ratings-based approach from the
calculation of risk-weighted assets,
reflect alternative risk-weighting
approaches not reliant on credit ratings,
and include an expanded number of
risk-weight categories, consistent with
the revised regulatory capital rules. The
revisions to the risk-weighted assets
portion of Schedule RC–R would take
effect as of the March 31, 2015, report
date. The proposed changes to Call
Report Schedule RC–R are discussed in
more detail in section II below.
The agencies are proposing changes to
Schedule RC–R in two stages to allow
interested parties to better understand
the proposed revisions and focus their
comments on areas of particular
interest. Therefore, for report dates in
2014, all Call Report filers would
continue to report risk-weighted assets
in the portion of Schedule RC–R that
currently contains existing data items 34
through 62 and Memoranda items 1 and
2, but this portion of the schedule
would be designated Part II.
Call Report Schedule RC–L collects
regulatory data on derivatives and offbalance sheet items. The agencies are
proposing at this time to revise the
reporting requirements for off-balance
sheet exposures related to securities lent
and borrowed, consistent with the
submit Part I. See 79 FR 2527 (Jan. 14, 2014) for
the revised regulatory reporting requirements.
An advanced approaches institution as defined in
section 100 of the agencies’ revised regulatory
capital rules (i) has consolidated total assets
(excluding assets held by an insurance
underwriting subsidiary) on its most recent yearend regulatory report equal to $250 billion or more;
(ii) has consolidated total on-balance sheet foreign
exposure on its most recent year-end regulatory
report equal to $10 billion or more (excluding
exposures held by an insurance underwriting
subsidiary), as calculated in accordance with the
FFIEC 009 Country Exposure Report; (iii) is a
subsidiary of a depository institution that uses the
advanced approaches pursuant to subpart E of 12
CFR part 3 (OCC), 12 CFR part 217 (Board), or 12
CFR part 325 (FDIC) to calculate its total riskweighted assets; (iv) is a subsidiary of a bank
holding company or savings and loan holding
company that uses the advanced approaches
pursuant to 12 CFR part 217 to calculate its total
risk-weighted assets; or (v) elects to use the
advanced approaches to calculate its total riskweighted assets. See 78 FR 62204 (OCC and Board);
78 FR 55523 (FDIC).
3 78 FR 62018 (Oct. 11, 2013) (OCC and Board)
and 78 FR 55340 (Sept. 10, 2013) (FDIC).
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revised regulatory capital rules.
Compared to the current schedule, the
proposed changes to Schedule RC–L
would require all institutions to report
the amount of securities borrowed. At
present, institutions include the amount
of securities borrowed in the total
amount of all other off-balance sheet
liabilities if the amount of securities
borrowed is more than 10 percent of
total bank equity capital and disclose
the amount of securities borrowed if
that amount is more than 25 percent of
total bank equity capital. In addition,
the proposed changes to Schedule RC–
L would place the line item for
securities borrowed immediately after
the line item for securities lent.
B. Timing of Implementation of the
Proposed Reporting Requirements
Call Report Filers
All Call Report filers, including all
advanced approaches institutions that
file Call Reports, would continue to
report their risk-weighted assets by
applying the general risk-based capital
rules 4 and using the current template of
Schedule RC–R, items 34 through 62
and Memoranda items 1 through 2, for
report dates in 2014, and this portion of
the schedule has been designated Part II.
All institutions would begin using
proposed revised Schedule RC–R, Part
II, to report their risk-weighted assets
under the standardized approach
effective for the March 31, 2015, report
date.
All Call Report filers would continue
to report securities lent (item 6) and
securities borrowed (items 9 and 9.a, as
appropriate) in current Schedule RC–L
for report dates in 2014. These
institutions would begin to use the
updated line items for securities lent
and borrowed in Schedule RC–L
effective for the March 31, 2015, report
date.
Advanced Approaches Institutions
Reporting risk-weighted assets: As
discussed above, an advanced
approaches institution that is a Call
Report filer, regardless of whether it is
in a parallel run period or has
completed a satisfactory parallel run,
would complete the current version of
the risk-weighted assets portion of
Schedule RC–R (which has been
designated Part II of the schedule) by
applying the general risk-based capital
4 The agencies’ general risk-based capital rules are
at 12 CFR part 3, appendix A (national banks); 12
CFR part 167 (federal savings associations); 12 CFR
part 208, appendix A (state member banks); 12 CFR
part 225, appendix A (bank holding companies); 12
CFR part 325, appendix A (state nonmember banks);
and 12 CFR part 390, subpart Z (state savings
associations).
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rules for report dates in 2014 and it
would complete the proposed revised
version of Schedule RC–R, Part II, by
applying the standardized approach for
report dates beginning in 2015. In
addition, an advanced approaches
institution that is a Call Report filer and
is in a parallel run period would report
its risk-weighted assets (as calculated
under the general risk-based capital
rules for report dates in 2014 and under
the standardized approach for report
dates beginning in 2015) and its riskbased capital ratios on proposed revised
FFIEC 101 5 Schedule A (line items 60
through 63), and on proposed Call
Report Schedule RC–R, Part I.B (line
item 40.a and line items 41 through 43,
Column A). Furthermore, such an
institution would apply the revised
advanced approaches rules to report its
risk-weighted assets and risk-based
capital ratios on a confidential basis in
proposed revised FFIEC 101 Schedule A
(line items 87 through 90).
For report dates beginning in 2014, an
advanced approaches banking
organization that is a Call Report filer
and has completed a satisfactory
parallel run would report its advanced
approaches risk-weighted assets and
risk-based capital ratios on proposed
revised FFIEC 101 Schedule A (line
items 60 through 63) and on proposed
revised Call Report Schedule RC–R, Part
I.B (line item 40.b and line items 41
through 43, Column B). Part I.B would
be designated Part I of Schedule RC–R
for report dates beginning in 2015.
Initial Reporting
For the March 31, 2015, report date,
institutions may provide reasonable
estimates for any new or revised Call
Report items initially required to be
reported as of that date for which the
requested information is not readily
available. The specific wording of the
captions for the new or revised Call
Report data items discussed in this
proposal and the numbering of these
data items should be regarded as
preliminary. Similarly, the text of the
draft instructions for proposed revised
Schedule RC–R, Part II, and the
proposed revisions to Schedule RC–L
for securities lent and borrowed should
be regarded as preliminary.
II. Discussion of Proposed Revised Call
Report Schedule RC–R, Part II
This section describes the proposed
changes to Call Report Schedule RC–R
5 FFIEC 101, Regulatory Capital Reporting for
Institutions Subject to the Advanced Capital
Adequacy Framework, OMB Numbers: For the OCC:
1557–0239; for the Board: 7100–0319; and for the
FDIC: 3064–0159. For the proposed revised FFIEC
101, see 79 FR 2527 (Jan. 14, 2014).
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to implement the reporting of riskweighted assets consistent with the
revised regulatory capital rules. As
previously discussed, effective for the
March 31, 2015, report date, the existing
risk-weighted assets portion of Schedule
RC–R (items 34 through 62 and
Memoranda items 1 and 2, which was
designated Part II as of the March 31,
2014, report date) would be replaced by
a revised Part II that would be
completed by all institutions that file
the Call Report. Call Report filers should
refer to the revised regulatory capital
rules and the proposed reporting
instructions for revised Schedule RC–R,
Part II, for further information.
Proposed revised Part II of Schedule
RC–R would be divided into the
following sections: (A) On-balance sheet
asset categories; (B) derivatives and offbalance sheet items; (C) totals; and (D)
memoranda items for derivatives. A
brief description of each of these
sections and the corresponding line
items is provided below.
A. Schedule RC–R, Part II, Items 1–11:
Balance Sheet Asset Categories and
Securitization Exposures
Proposed line items 1 through 8
reflect on-balance sheet asset categories
(excluding those assets within each
category that meet the definition of a
securitization exposure), similar to the
asset categories included in the current
version of Schedule RC–R, but the
proposed items would capture greater
reporting detail. The number of riskweight categories to which the
individual assets in each asset category
would be allocated would be expanded
consistent with the revised regulatory
capital rules. On-balance sheet assets
and off-balance sheet items that meet
the definition of a securitization
exposure would be reported in items 9
and10, respectively. In addition to the
proposed instructions for revised
Schedule RC–R, Part II, institutions also
should refer to the revised regulatory
capital rules to determine the
appropriate risk-weight category
allocations for each on-balance sheet
asset category and the appropriate riskweight calculations for securitization
exposures.
Subject to the separate reporting of
securitization exposures from the
related on-balance sheet asset category,
total on-balance sheet assets are equal to
the sum of: (Item 1) cash and balances
due from depository institutions;
securities, excluding securitization
exposures, which are composed of (item
2.a) held-to-maturity (HTM) securities
and (item 2.b) available-for-sale (AFS)
securities; (item 3) federal funds sold
and securities purchased under
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agreements to resell; loans and leases
held for sale, which are composed of
(item 4.a) residential mortgage
exposures, (item 4.b) high volatility
commercial real estate (HVCRE)
exposures, (item 4.c) exposures past due
90 days or more or on nonaccrual, and
(item 4.d) all other exposures; loans and
leases, net of unearned income, which
are composed of (item 5.a) residential
mortgage exposures, (item 5.b) HVCRE
exposures, (item 5.c) exposures past due
90 days or more or on nonaccrual, and
(item 5.d) all other exposures; less (item
6) allowance for loan and lease losses;
(item 7) trading assets, excluding
securitization exposures that receive
standardized charges; (item 8) all other
assets; and on-balance sheet
securitization exposures, which are
composed of (item 9.a) HTM securities,
(item 9.b) AFS securities, (item 9.c)
trading assets that receive standardized
charges, and (item 9.d) all other onbalance sheet securitization exposures.
As mentioned above, off-balance-sheet
securitization exposures would be
reported in item 10.
Line item 11 would collect total
information on the institution’s onbalance sheet asset categories and onbalance sheet securitization exposures,
including for each risk-weight category,
calculated as the sum of items 1 through
9.
B. Schedule RC–R, Part II, Items 12–21:
Derivatives and Off-Balance Sheet Items
Proposed line items 12 through 21
pertain to the reporting of derivatives
and off-balance sheet items, excluding
those that meet the definition of a
securitization exposure (which are
reported in item 10 as discussed above).
Consistent with the revised regulatory
capital rules, new line items would be
added and the number of risk-weight
categories to which the credit equivalent
amounts of derivatives and off-balance
sheet items would be allocated would
be expanded. In addition to the
proposed instructions for revised
Schedule RC–R, Part II, institutions also
should refer to the revised regulatory
capital rules to determine the
appropriate risk-weight category
allocations for each derivative and offbalance item sheet category.
Derivatives and off-balance sheet
items consist of: (Item 12) financial
standby letters of credit; (item 13)
performance standby letters of credit
and transaction-related contingent
items; (item 14) commercial and similar
letters of credit with an original
maturity of one year or less; (item 15)
retained recourse on small business
obligations sold with recourse; (item 16)
repo-style transactions (excluding
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reverse repos), which includes
securities borrowed, securities lent, and
securities sold under agreements to
repurchase; (item 17) all other offbalance sheet liabilities; unused
commitments, which is composed of
(item 18.a) the unused portion of
commitments with an original maturity
of one year or less, excluding assetbacked commercial paper (ABCP)
conduits, (item 18.b) the unused portion
of eligible ABCP liquidity facilities with
an original maturity of one year or less,
and (item 18.c) the unused portion of
commitments and commercial and
similar letters of credit that have an
original maturity exceeding one year;
(item 19) unconditionally cancelable
commitments; (item 20) the credit
equivalent amount of over-the-counter
derivative contracts; and (item 21) the
credit equivalent amount of centrally
cleared derivative contracts.
C. Schedule RC–R, Part II, Items 22–30:
Totals
Proposed items 22 through 30 apply
the risk-weight factors to the exposure
amounts reported for assets, derivatives,
and off-balance sheet items in items 11
through 21 and calculate an institution’s
total risk-weighted assets.
Line item 24 would collect
information on an institution’s riskweighted assets by risk-weight category.
For each column, this is equal to the
product of the amount reported (item
22) for total assets, derivatives, and offbalance sheet items by risk-weight
category, multiplied by (item 23) the
applicable risk-weight factor.
Line item 25 would collect an
institution’s measurement of riskweighted assets for purposes of
calculating the institution’s 1.25 percent
of risk-weighted assets limit on the
allowance for loan and lease losses.
Line item 26 would collect an
institution’s standardized market riskweighted assets, if applicable.
Line item 30 would collect an
institution’s total risk-weighted assets,
calculated as (item 27) risk-weighted
assets before deductions for excess
allowance of loan and lease losses and
allocated transfer risk reserve less (item
28) excess allowance for loan and lease
losses, and less (item 29) allocated
transfer risk reserve.
D. Schedule RC–R, Part II,
Memorandum Items 1–3: Derivatives
In proposed memorandum items 1
through 3, an institution would report
the current credit exposure and notional
principal amounts of its derivative
contracts. Consistent with the revised
regulatory capital rules, existing
memorandum item 2 would be revised.
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emcdonald on DSK67QTVN1PROD with NOTICES
Memorandum item 1 would continue
to collect the institution’s total current
credit exposure amount for all interest
rate, foreign exchange rate, gold, credit,
commodity, equity, and other derivative
contracts covered by the revised
regulatory capital rules after considering
applicable legally enforceable bilateral
netting agreements.
Memorandum items 2 and 3,
respectively, would collect, by
remaining maturity and type of contract,
the notional principal amounts of the
institution’s over-the-counter and
centrally cleared derivative contracts
subject to the revised regulatory capital
rules. Data on interest rate, foreign
exchange rate and gold, credit
(investment grade reference assets),
credit (non-investment grade reference
assets), equity, precious metals (except
gold), and other derivative contracts
would be reported separately. At
present, institutions report these
notional principal amounts and
remaining maturities, but without
distinguishing between over-the-counter
and centrally cleared derivatives. In
addition, foreign exchange rate contracts
and gold contracts would be combined
in Memorandum items 2 and 3, whereas
each of these two types of contracts
currently is reported separately in
Memorandum item 2.
III. Discussion of Proposed Changes to
Call Report Schedule RC–L
This section describes the proposed
changes to Call Report Schedule RC–L
to implement the reporting of securities
lent and borrowed consistent with the
revised regulatory capital rules.
Effective for the March 31, 2015, report
date, the existing line item for securities
lent (current item 6 of Schedule RC–L)
would be renumbered and the existing
reporting requirements for securities
borrowed (current items 9 and 9.a)
would be revised as described below.
Call Report filers should refer to the
revised regulatory capital rules and the
proposed reporting instructions for
revised Schedule RC–L for further
information.
In current Schedule RC–L, securities
lent and borrowed are reported
separately, not in sequential order.
Furthermore, all institutions must report
securities lent, but securities borrowed
are reported and disclosed only if the
amount exceeds specified thresholds.
Securities borrowed are included in
item 9, ‘‘All other off-balance sheet
liabilities,’’ if the amount of securities
borrowed is more than 10 percent of
Schedule RC, item 27.a, ‘‘Total bank
equity capital.’’ If the amount of
securities borrowed is greater than 25
percent of total bank equity capital, then
VerDate Mar<15>2010
17:33 Jun 20, 2014
Jkt 232001
that amount is reported separately in
item 9.a, ‘‘Securities borrowed.’’
Proposed line item 6.a would be used
for reporting securities lent and item 6.b
would be used for reporting securities
borrowed. The total amount of securities
borrowed would be reported in line
item 6.b regardless of amount, not just
when the amount is more than the 10
percent bank equity capital threshold, as
is currently the case.
IV. Scope and Frequency of Reporting
The proposed regulatory reporting
changes to the risk-weighted assets
portion of Call Report Schedule RC–R
and to the reporting of securities lent
and borrowed in Schedule RC–L would
apply to all Call Report filers for report
dates beginning in 2015. Each reporting
entity would continue to submit the
applicable quarterly reports on the same
due dates as are currently in effect for
the reporting entity. In addition, the
agencies expect all reporting entities to
meet the existing reporting standards for
accuracy and other requirements as
currently mandated by their primary
federal supervisor.
See section I.B of this notice for a
detailed discussion of the timing for the
implementation of the proposed
reporting changes.
Public comment is requested on all
aspects of this joint notice. In particular,
do institutions expect that making any
specific line items on the proposed
revised risk-weighted assets portion of
Call Report Schedule RC–R public
would cause them competitive or other
harm? If so, identify the specific line
items and describe in detail the nature
of the harm.
Specifically, comments are invited on:
(a) Whether the collections of
information that are the subject of this
notice are necessary for the proper
performance of the agencies’ functions,
including whether the information has
practical utility;
(b) The accuracy of the agencies’
estimates of the burden of the
information collections as they are
proposed to be revised, including the
validity of the methodology and
assumptions used;
(c) Ways to enhance the quality,
utility, and clarity of the information to
be collected;
(d) Ways to minimize the burden of
information collections on respondents,
including through the use of automated
collection techniques or other forms of
information technology; and
(e) Estimates of capital or start-up
costs and costs of operation,
Frm 00127
Fmt 4703
Sfmt 4703
Dated: June 16, 2014.
Stuart Feldstein,
Director, Legislative and Regulatory Activities
Division, Office of the Comptroller of the
Currency.
Board of Governors of the Federal Reserve
System, June 16, 2014.
Robert deV. Frierson,
Secretary of the Board.
Dated at Washington, DC, this 16 day of
June, 2014.
Federal Deposit Insurance Corporation.
Valerie J. Best,
Assistant Executive Secretary.
[FR Doc. 2014–14549 Filed 6–20–14; 8:45 am]
BILLING CODE 4810–33–P;6210–01–P;6714–01–P
DEPARTMENT OF THE TREASURY
Internal Revenue Service
Proposed Collection; Comment
Request for Form 8849
Internal Revenue Service (IRS),
Treasury
ACTION: Notice and request for
comments
AGENCY:
V. Request for Comment
PO 00000
maintenance, and purchase of services
to provide information.
Comments submitted in response to
this joint notice will be shared among
the agencies and will be summarized or
included in the agencies’ requests for
OMB approval. All comments will
become a matter of public record.
The Department of the
Treasury, as part of its continuing effort
to reduce paperwork and respondent
burden, invites the general public and
other Federal agencies to take this
opportunity to comment on proposed
and/or continuing information
collections, as required by the
Paperwork Reduction Act of 1995,
Public Law 104–13 (44 U.S.C.
3506(c)(2)(A)). Currently, the IRS is
soliciting comments concerning Form
8849, Claim for Refund of Excise Taxes.
DATES: Written comments should be
received on or before August 22, 2014
to be assured of consideration.
ADDRESSES: Direct all written comments
to R. Joseph Durbala, Internal Revenue
Service, Room 6129, 1111 Constitution
Avenue NW., Washington, DC 20224.
FOR FURTHER INFORMATION CONTACT:
Requests for additional information or
copies of the form and instructions
should be directed to Martha R. Brinson,
Internal Revenue Service, Room 6129,
1111 Constitution Avenue NW.,
Washington, DC 20224, or through the
internet, at Martha.R.Brinson@irs.gov.
SUPPLEMENTARY INFORMATION:
SUMMARY:
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Agencies
[Federal Register Volume 79, Number 120 (Monday, June 23, 2014)]
[Notices]
[Pages 35634-35638]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-14549]
=======================================================================
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DEPARTMENT OF THE TREASURY
Office of the Comptroller of the Currency
FEDERAL RESERVE SYSTEM
FEDERAL DEPOSIT INSURANCE CORPORATION
Proposed Agency Information Collection Activities; Comment
Request
AGENCIES: Office of the Comptroller of the Currency (OCC), Treasury;
Board of Governors of the Federal Reserve System (Board); and Federal
Deposit Insurance Corporation (FDIC).
ACTION: Joint notice and Request for Comment.
-----------------------------------------------------------------------
SUMMARY: In accordance with the requirements of the Paperwork Reduction
Act (PRA) of 1995 (44 U.S.C. chapter 35), the OCC, the Board, and the
FDIC (the agencies) may not conduct or sponsor, and the respondent is
not required to respond to, an information collection unless it
displays a currently valid Office of Management and Budget (OMB)
control number. The agencies, under the auspices of the Federal
Financial Institutions Examination Council (FFIEC), have approved the
publication for public comment of proposed revisions to the risk-
weighted assets portion of Schedule RC-R, Regulatory Capital, and to
line items related to securities lent and borrowed in Schedule RC-L,
Derivatives and Off-Balance Sheet Items, in the Consolidated Reports of
Condition and Income (Call Report or FFIEC 031 and FFIEC 041). The
proposed revisions to the Call Report are consistent with the revised
regulatory capital rules published by the agencies (revised regulatory
capital rules).\1\
---------------------------------------------------------------------------
\1\ 78 FR 62018 (Oct. 11, 2013) (OCC and Board) and 78 FR 55340
(Sept. 10, 2013) (FDIC).
---------------------------------------------------------------------------
For all institutions required to file the Call Report, the proposed
revised risk-weighted assets portion of Schedule RC-R and the proposed
changes to Schedule RC-L would take effect as of the March 31, 2015,
report date.
At the end of the comment period, the comments and recommendations
received will be analyzed to determine the extent to which the FFIEC
and the agencies should modify the proposed reporting revisions prior
to giving final approval. The agencies will then submit the proposed
reporting revisions to OMB for review and approval.
DATES: Comments must be submitted on or before August 22, 2014.
ADDRESSES: Interested parties are invited to submit written comments to
any or all of the agencies. All comments, which should refer to the OMB
control number(s), will be shared among the agencies.
OCC: Commenters are encouraged to submit comments by email. Please
use the title ``FFIEC 031 and 041'' to facilitate the organization and
distribution of the comments. You may submit comments by any of the
following methods:
Email: regs.comments@occ.treas.gov.
Mail: Legislative and Regulatory Activities Division,
Office of the Comptroller of the Currency, 400 7th Street SW., Suite
3E-218, Mail Stop 9W-11, Washington, DC 20219.
Hand Delivery/Courier: 400 7th Street SW., Suite 3E-218,
Mail Stop 9W-11, Washington, DC 20219.
Fax: (571) 465-4326.
Instructions: You must include ``OCC'' as the agency name and
``FFIEC 031 and 041'' in your comment. In general, OCC will enter all
comments received into the docket and publish them on the
Regulations.gov Web site without change, including any business or
personal information that you provide such as name and address
information, email addresses, or phone numbers. Comments received,
including attachments and other supporting materials, are part of the
public record and subject to public disclosure. Do not enclose any
information in your comment or supporting materials that you consider
confidential or inappropriate for public disclosure.
You may personally inspect and photocopy comments at the OCC, 400
7th Street SW., Washington, DC. For security reasons, the OCC requires
that visitors make an appointment to inspect comments. You may do so by
calling (202) 649-6700. Upon arrival, visitors will be required to
present valid government-issued photo identification and to submit to
security screening in order to inspect and photocopy comments.
Board: You may submit comments, which should refer to ``FFIEC 031
and FFIEC 041,'' by any of the following methods:
Agency Web site: https://www.federalreserve.gov. Follow the
instructions for submitting comments at: https://www.federalreserve.gov/apps/foia/proposedregs.aspx#icp.
Federal eRulemaking Portal: https://www.regulations.gov.
Follow the instructions for submitting comments.
Email: regs.comments@federalreserve.gov. Include reporting
form number in the subject line of the message.
Fax: (202) 452-3819 or (202) 452-3102.
Mail: Robert DeV. Frierson, Secretary, Board of Governors
of the Federal Reserve System, 20th Street and Constitution Avenue NW.,
Washington, DC 20551.
All public comments are available from the Board's Web site at
www.federalreserve.gov/generalinfo/foia/ProposedRegs.cfm as submitted,
unless modified for technical reasons. Accordingly, your comments will
not be edited to remove any identifying or contact information. Public
comments may also be viewed electronically or in paper in Room MP-500
of the Board's
[[Page 35635]]
Martin Building (20th and C Streets NW.,) between 9:00 a.m. and 5:00
p.m. on weekdays.
FDIC: You may submit comments, which should refer to ``FFIEC 031
and FFIEC 041,'' by any of the following methods:
Agency Web site: https://www.fdic.gov/regulations/laws/federal/propose.html. Follow the instructions for submitting comments
on the FDIC Web site.
Federal eRulemaking Portal: https://www.regulations.gov.
Follow the instructions for submitting comments.
Email: comments@FDIC.gov. Include ``FFIEC 031and FFIEC
041'' in the subject line of the message.
Mail: Gary A. Kuiper, Counsel, Attn: Comments, Room NYA-
5046, Federal Deposit Insurance Corporation, 550 17th Street NW.,
Washington, DC 20429.
Hand Delivery: Comments may be hand delivered to the guard
station at the rear of the 550 17th Street Building (located on F
Street) on business days between 7 a.m. and 5 p.m.
Public Inspection: All comments received will be posted without
change to https://www.fdic.gov/regulations/laws/federal/propose.html
including any personal information provided. Comments may be inspected
at the FDIC Public Information Center, Room E-1002, 3501 Fairfax Drive,
Arlington, VA 22226, between 9 a.m. and 5 p.m. on business days.
Additionally, commenters may send a copy of their comments to the
OMB desk officer for the agencies by mail to the Office of Information
and Regulatory Affairs, U.S. Office of Management and Budget, New
Executive Office Building, Room 10235, 725 17th Street NW., Washington,
DC 20503; by fax to (202) 395-6974; or by email to oira_submission@omb.eop.gov.
FOR FURTHER INFORMATION CONTACT: For further information about the
proposed revisions to the Call Report discussed in this notice, please
contact any of the agency clearance officers whose names appear below.
In addition, copies of the proposed revised FFIEC 031 and FFIEC 041
forms and instructions can be obtained at the FFIEC's Web site (https://www.ffiec.gov/ffiec_report_forms.htm).
OCC: Mary H. Gottlieb and Johnny Vilela, OCC Clearance Officers,
(202) 649-5490, for persons who are deaf or hard of hearing, TTY, (202)
649-5597, Legislative and Regulatory Activities Division, Office of the
Comptroller of the Currency, 400 7th Street SW., Washington, DC 20219.
Board: Cynthia Ayouch, Federal Reserve Board Clearance Officer,
(202) 452-3829, Office of the Chief Data Officer, Board of Governors of
the Federal Reserve System, 20th and C Streets NW., Washington, DC
20551. Telecommunications Device for the Deaf (TDD) users may call
(202) 263-4869.
FDIC: Gary A. Kuiper, Counsel, (202) 898-3877, Legal Division,
Federal Deposit Insurance Corporation, 550 17th Street NW., Washington,
DC 20429.
SUPPLEMENTARY INFORMATION: The agencies are proposing to revise and
extend for three years the Call Report, which is currently an approved
collection of information for each agency.
Report Title: Consolidated Reports of Condition and Income (Call
Report).
Form Number: Call Report: FFIEC 031 (for banks and savings
associations with domestic and foreign offices) and FFIEC 041 (for
banks and savings associations with domestic offices only).
Frequency of Response: Quarterly.
Affected Public: Business or other for-profit.
OCC:
OMB Number: 1557-0081.
Estimated Number of Respondents: 1,675 national banks and federal
savings associations.
Estimated Time per Response: 59.64 burden hours per quarter to
file.
Estimated Total Annual Burden: 399,588 burden hours to file.
Board:
OMB Number: 7100-0036.
Estimated Number of Respondents: 846 state member banks.
Estimated Time per Response: 60.07 burden hours per quarter to
file.
Estimated Total Annual Burden: 203,277 burden hours to file.
FDIC:
OMB Number: 3064-0052.
Estimated Number of Respondents: 4,237 insured state nonmember
banks and state savings associations.
Estimated Time per Response: 44.74 burden hours per quarter to
file.
Estimated Total Annual Burden: 758,254 burden hours to file.
The estimated time per response for the quarterly filings of the
Call Report is an average that varies by agency because of differences
in the composition of the institutions under each agency's supervision
(e.g., size distribution of institutions, types of activities in which
they are engaged, and existence of foreign offices). The average
reporting burden for the filing of the Call Report as it is proposed to
be revised is estimated to range from 20 to 775 hours per quarter,
depending on an individual institution's circumstances.
General Description of Reports
The Call Report information collections are mandatory for the
following institutions: 12 U.S.C. 161 (national banks), 12 U.S.C. 324
(state member banks), 12 U.S.C. 1817 (insured state nonmember banks),
and 12 U.S.C. 1464 (savings associations) (collectively, Call Report
filers). At present, except for selected data items, the Call Report
information collections are not given confidential treatment.
Abstract
Institutions submit Call Report data to the agencies each quarter
for the agencies' use in monitoring the condition, performance, and
risk profile of individual institutions and the industry as a whole.
Call Report data provide the most current statistical data available
for evaluating institutions' corporate applications, identifying areas
of focus for on-site and off-site examinations, and monetary and other
public policy purposes. The agencies use Call Report data in evaluating
interstate merger and acquisition applications to determine, as
required by law, whether the resulting institution would control more
than ten percent of the total amount of deposits of insured depository
institutions in the United States. Call Report data also are used to
calculate institutions' deposit insurance and Financing Corporation
assessments and national banks' and federal savings associations'
semiannual assessment fees.
Current Actions
I. Overview of the Proposed Changes
A. Summary of Proposed Changes
Call Report Schedule RC-R collects regulatory data on tier 1, tier
2, and total capital and regulatory capital ratios (regulatory capital
components and ratios portion) and on risk-weighted assets (risk-
weighted assets portion). On January 14, 2014, the agencies published a
final PRA notice in the Federal Register pertaining to their
submissions to OMB for review and approval of revised reporting
requirements for the regulatory capital components and ratios portion
of Call Report Schedule RC-R, consistent with the revised regulatory
capital rules.\2\
[[Page 35636]]
The agencies are proposing at this time to revise the reporting
requirements for the risk-weighted assets portion of Call Report
Schedule RC-R by incorporating the standardized approach, consistent
with the revised regulatory capital rules.\3\ Compared to the current
schedule, the proposed risk-weighted assets portion of Schedule RC-R
would provide a more detailed breakdown of on-balance sheet asset and
off-balance sheet item categories, remove the ratings-based approach
from the calculation of risk-weighted assets, reflect alternative risk-
weighting approaches not reliant on credit ratings, and include an
expanded number of risk-weight categories, consistent with the revised
regulatory capital rules. The revisions to the risk-weighted assets
portion of Schedule RC-R would take effect as of the March 31, 2015,
report date. The proposed changes to Call Report Schedule RC-R are
discussed in more detail in section II below.
---------------------------------------------------------------------------
\2\ For report dates in 2014, the regulatory capital components
and ratios portion of Schedule RC-R will be designated Parts I.A and
I.B. Call Report filers that are not advanced approaches
institutions will file Part I.A, which includes existing data items
1 through 33 of current Schedule RC-R. Call Report filers that are
subject to the advanced approaches and to the revised regulatory
capital rules effective January 1, 2014, will file Part I.B, which
includes the revised reporting requirements consistent with the
revised regulatory capital rules. In March 2015, Part I.A would be
removed and Part I.B would be designated Part I; all Call Report
filers would then submit Part I. See 79 FR 2527 (Jan. 14, 2014) for
the revised regulatory reporting requirements.
An advanced approaches institution as defined in section 100 of
the agencies' revised regulatory capital rules (i) has consolidated
total assets (excluding assets held by an insurance underwriting
subsidiary) on its most recent year-end regulatory report equal to
$250 billion or more; (ii) has consolidated total on-balance sheet
foreign exposure on its most recent year-end regulatory report equal
to $10 billion or more (excluding exposures held by an insurance
underwriting subsidiary), as calculated in accordance with the FFIEC
009 Country Exposure Report; (iii) is a subsidiary of a depository
institution that uses the advanced approaches pursuant to subpart E
of 12 CFR part 3 (OCC), 12 CFR part 217 (Board), or 12 CFR part 325
(FDIC) to calculate its total risk-weighted assets; (iv) is a
subsidiary of a bank holding company or savings and loan holding
company that uses the advanced approaches pursuant to 12 CFR part
217 to calculate its total risk-weighted assets; or (v) elects to
use the advanced approaches to calculate its total risk-weighted
assets. See 78 FR 62204 (OCC and Board); 78 FR 55523 (FDIC).
\3\ 78 FR 62018 (Oct. 11, 2013) (OCC and Board) and 78 FR 55340
(Sept. 10, 2013) (FDIC).
---------------------------------------------------------------------------
The agencies are proposing changes to Schedule RC-R in two stages
to allow interested parties to better understand the proposed revisions
and focus their comments on areas of particular interest. Therefore,
for report dates in 2014, all Call Report filers would continue to
report risk-weighted assets in the portion of Schedule RC-R that
currently contains existing data items 34 through 62 and Memoranda
items 1 and 2, but this portion of the schedule would be designated
Part II.
Call Report Schedule RC-L collects regulatory data on derivatives
and off-balance sheet items. The agencies are proposing at this time to
revise the reporting requirements for off-balance sheet exposures
related to securities lent and borrowed, consistent with the revised
regulatory capital rules. Compared to the current schedule, the
proposed changes to Schedule RC-L would require all institutions to
report the amount of securities borrowed. At present, institutions
include the amount of securities borrowed in the total amount of all
other off-balance sheet liabilities if the amount of securities
borrowed is more than 10 percent of total bank equity capital and
disclose the amount of securities borrowed if that amount is more than
25 percent of total bank equity capital. In addition, the proposed
changes to Schedule RC-L would place the line item for securities
borrowed immediately after the line item for securities lent.
B. Timing of Implementation of the Proposed Reporting Requirements
Call Report Filers
All Call Report filers, including all advanced approaches
institutions that file Call Reports, would continue to report their
risk-weighted assets by applying the general risk-based capital rules
\4\ and using the current template of Schedule RC-R, items 34 through
62 and Memoranda items 1 through 2, for report dates in 2014, and this
portion of the schedule has been designated Part II. All institutions
would begin using proposed revised Schedule RC-R, Part II, to report
their risk-weighted assets under the standardized approach effective
for the March 31, 2015, report date.
---------------------------------------------------------------------------
\4\ The agencies' general risk-based capital rules are at 12 CFR
part 3, appendix A (national banks); 12 CFR part 167 (federal
savings associations); 12 CFR part 208, appendix A (state member
banks); 12 CFR part 225, appendix A (bank holding companies); 12 CFR
part 325, appendix A (state nonmember banks); and 12 CFR part 390,
subpart Z (state savings associations).
---------------------------------------------------------------------------
All Call Report filers would continue to report securities lent
(item 6) and securities borrowed (items 9 and 9.a, as appropriate) in
current Schedule RC-L for report dates in 2014. These institutions
would begin to use the updated line items for securities lent and
borrowed in Schedule RC-L effective for the March 31, 2015, report
date.
Advanced Approaches Institutions
Reporting risk-weighted assets: As discussed above, an advanced
approaches institution that is a Call Report filer, regardless of
whether it is in a parallel run period or has completed a satisfactory
parallel run, would complete the current version of the risk-weighted
assets portion of Schedule RC-R (which has been designated Part II of
the schedule) by applying the general risk-based capital rules for
report dates in 2014 and it would complete the proposed revised version
of Schedule RC-R, Part II, by applying the standardized approach for
report dates beginning in 2015. In addition, an advanced approaches
institution that is a Call Report filer and is in a parallel run period
would report its risk-weighted assets (as calculated under the general
risk-based capital rules for report dates in 2014 and under the
standardized approach for report dates beginning in 2015) and its risk-
based capital ratios on proposed revised FFIEC 101 \5\ Schedule A (line
items 60 through 63), and on proposed Call Report Schedule RC-R, Part
I.B (line item 40.a and line items 41 through 43, Column A).
Furthermore, such an institution would apply the revised advanced
approaches rules to report its risk-weighted assets and risk-based
capital ratios on a confidential basis in proposed revised FFIEC 101
Schedule A (line items 87 through 90).
---------------------------------------------------------------------------
\5\ FFIEC 101, Regulatory Capital Reporting for Institutions
Subject to the Advanced Capital Adequacy Framework, OMB Numbers: For
the OCC: 1557-0239; for the Board: 7100-0319; and for the FDIC:
3064-0159. For the proposed revised FFIEC 101, see 79 FR 2527 (Jan.
14, 2014).
---------------------------------------------------------------------------
For report dates beginning in 2014, an advanced approaches banking
organization that is a Call Report filer and has completed a
satisfactory parallel run would report its advanced approaches risk-
weighted assets and risk-based capital ratios on proposed revised FFIEC
101 Schedule A (line items 60 through 63) and on proposed revised Call
Report Schedule RC-R, Part I.B (line item 40.b and line items 41
through 43, Column B). Part I.B would be designated Part I of Schedule
RC-R for report dates beginning in 2015.
Initial Reporting
For the March 31, 2015, report date, institutions may provide
reasonable estimates for any new or revised Call Report items initially
required to be reported as of that date for which the requested
information is not readily available. The specific wording of the
captions for the new or revised Call Report data items discussed in
this proposal and the numbering of these data items should be regarded
as preliminary. Similarly, the text of the draft instructions for
proposed revised Schedule RC-R, Part II, and the proposed revisions to
Schedule RC-L for securities lent and borrowed should be regarded as
preliminary.
II. Discussion of Proposed Revised Call Report Schedule RC-R, Part II
This section describes the proposed changes to Call Report Schedule
RC-R
[[Page 35637]]
to implement the reporting of risk-weighted assets consistent with the
revised regulatory capital rules. As previously discussed, effective
for the March 31, 2015, report date, the existing risk-weighted assets
portion of Schedule RC-R (items 34 through 62 and Memoranda items 1 and
2, which was designated Part II as of the March 31, 2014, report date)
would be replaced by a revised Part II that would be completed by all
institutions that file the Call Report. Call Report filers should refer
to the revised regulatory capital rules and the proposed reporting
instructions for revised Schedule RC-R, Part II, for further
information.
Proposed revised Part II of Schedule RC-R would be divided into the
following sections: (A) On-balance sheet asset categories; (B)
derivatives and off-balance sheet items; (C) totals; and (D) memoranda
items for derivatives. A brief description of each of these sections
and the corresponding line items is provided below.
A. Schedule RC-R, Part II, Items 1-11: Balance Sheet Asset Categories
and Securitization Exposures
Proposed line items 1 through 8 reflect on-balance sheet asset
categories (excluding those assets within each category that meet the
definition of a securitization exposure), similar to the asset
categories included in the current version of Schedule RC-R, but the
proposed items would capture greater reporting detail. The number of
risk-weight categories to which the individual assets in each asset
category would be allocated would be expanded consistent with the
revised regulatory capital rules. On-balance sheet assets and off-
balance sheet items that meet the definition of a securitization
exposure would be reported in items 9 and10, respectively. In addition
to the proposed instructions for revised Schedule RC-R, Part II,
institutions also should refer to the revised regulatory capital rules
to determine the appropriate risk-weight category allocations for each
on-balance sheet asset category and the appropriate risk-weight
calculations for securitization exposures.
Subject to the separate reporting of securitization exposures from
the related on-balance sheet asset category, total on-balance sheet
assets are equal to the sum of: (Item 1) cash and balances due from
depository institutions; securities, excluding securitization
exposures, which are composed of (item 2.a) held-to-maturity (HTM)
securities and (item 2.b) available-for-sale (AFS) securities; (item 3)
federal funds sold and securities purchased under agreements to resell;
loans and leases held for sale, which are composed of (item 4.a)
residential mortgage exposures, (item 4.b) high volatility commercial
real estate (HVCRE) exposures, (item 4.c) exposures past due 90 days or
more or on nonaccrual, and (item 4.d) all other exposures; loans and
leases, net of unearned income, which are composed of (item 5.a)
residential mortgage exposures, (item 5.b) HVCRE exposures, (item 5.c)
exposures past due 90 days or more or on nonaccrual, and (item 5.d) all
other exposures; less (item 6) allowance for loan and lease losses;
(item 7) trading assets, excluding securitization exposures that
receive standardized charges; (item 8) all other assets; and on-balance
sheet securitization exposures, which are composed of (item 9.a) HTM
securities, (item 9.b) AFS securities, (item 9.c) trading assets that
receive standardized charges, and (item 9.d) all other on-balance sheet
securitization exposures. As mentioned above, off-balance-sheet
securitization exposures would be reported in item 10.
Line item 11 would collect total information on the institution's
on-balance sheet asset categories and on-balance sheet securitization
exposures, including for each risk-weight category, calculated as the
sum of items 1 through 9.
B. Schedule RC-R, Part II, Items 12-21: Derivatives and Off-Balance
Sheet Items
Proposed line items 12 through 21 pertain to the reporting of
derivatives and off-balance sheet items, excluding those that meet the
definition of a securitization exposure (which are reported in item 10
as discussed above). Consistent with the revised regulatory capital
rules, new line items would be added and the number of risk-weight
categories to which the credit equivalent amounts of derivatives and
off-balance sheet items would be allocated would be expanded. In
addition to the proposed instructions for revised Schedule RC-R, Part
II, institutions also should refer to the revised regulatory capital
rules to determine the appropriate risk-weight category allocations for
each derivative and off-balance item sheet category.
Derivatives and off-balance sheet items consist of: (Item 12)
financial standby letters of credit; (item 13) performance standby
letters of credit and transaction-related contingent items; (item 14)
commercial and similar letters of credit with an original maturity of
one year or less; (item 15) retained recourse on small business
obligations sold with recourse; (item 16) repo-style transactions
(excluding reverse repos), which includes securities borrowed,
securities lent, and securities sold under agreements to repurchase;
(item 17) all other off-balance sheet liabilities; unused commitments,
which is composed of (item 18.a) the unused portion of commitments with
an original maturity of one year or less, excluding asset-backed
commercial paper (ABCP) conduits, (item 18.b) the unused portion of
eligible ABCP liquidity facilities with an original maturity of one
year or less, and (item 18.c) the unused portion of commitments and
commercial and similar letters of credit that have an original maturity
exceeding one year; (item 19) unconditionally cancelable commitments;
(item 20) the credit equivalent amount of over-the-counter derivative
contracts; and (item 21) the credit equivalent amount of centrally
cleared derivative contracts.
C. Schedule RC-R, Part II, Items 22-30: Totals
Proposed items 22 through 30 apply the risk-weight factors to the
exposure amounts reported for assets, derivatives, and off-balance
sheet items in items 11 through 21 and calculate an institution's total
risk-weighted assets.
Line item 24 would collect information on an institution's risk-
weighted assets by risk-weight category. For each column, this is equal
to the product of the amount reported (item 22) for total assets,
derivatives, and off-balance sheet items by risk-weight category,
multiplied by (item 23) the applicable risk-weight factor.
Line item 25 would collect an institution's measurement of risk-
weighted assets for purposes of calculating the institution's 1.25
percent of risk-weighted assets limit on the allowance for loan and
lease losses.
Line item 26 would collect an institution's standardized market
risk-weighted assets, if applicable.
Line item 30 would collect an institution's total risk-weighted
assets, calculated as (item 27) risk-weighted assets before deductions
for excess allowance of loan and lease losses and allocated transfer
risk reserve less (item 28) excess allowance for loan and lease losses,
and less (item 29) allocated transfer risk reserve.
D. Schedule RC-R, Part II, Memorandum Items 1-3: Derivatives
In proposed memorandum items 1 through 3, an institution would
report the current credit exposure and notional principal amounts of
its derivative contracts. Consistent with the revised regulatory
capital rules, existing memorandum item 2 would be revised.
[[Page 35638]]
Memorandum item 1 would continue to collect the institution's total
current credit exposure amount for all interest rate, foreign exchange
rate, gold, credit, commodity, equity, and other derivative contracts
covered by the revised regulatory capital rules after considering
applicable legally enforceable bilateral netting agreements.
Memorandum items 2 and 3, respectively, would collect, by remaining
maturity and type of contract, the notional principal amounts of the
institution's over-the-counter and centrally cleared derivative
contracts subject to the revised regulatory capital rules. Data on
interest rate, foreign exchange rate and gold, credit (investment grade
reference assets), credit (non-investment grade reference assets),
equity, precious metals (except gold), and other derivative contracts
would be reported separately. At present, institutions report these
notional principal amounts and remaining maturities, but without
distinguishing between over-the-counter and centrally cleared
derivatives. In addition, foreign exchange rate contracts and gold
contracts would be combined in Memorandum items 2 and 3, whereas each
of these two types of contracts currently is reported separately in
Memorandum item 2.
III. Discussion of Proposed Changes to Call Report Schedule RC-L
This section describes the proposed changes to Call Report Schedule
RC-L to implement the reporting of securities lent and borrowed
consistent with the revised regulatory capital rules. Effective for the
March 31, 2015, report date, the existing line item for securities lent
(current item 6 of Schedule RC-L) would be renumbered and the existing
reporting requirements for securities borrowed (current items 9 and
9.a) would be revised as described below. Call Report filers should
refer to the revised regulatory capital rules and the proposed
reporting instructions for revised Schedule RC-L for further
information.
In current Schedule RC-L, securities lent and borrowed are reported
separately, not in sequential order. Furthermore, all institutions must
report securities lent, but securities borrowed are reported and
disclosed only if the amount exceeds specified thresholds. Securities
borrowed are included in item 9, ``All other off-balance sheet
liabilities,'' if the amount of securities borrowed is more than 10
percent of Schedule RC, item 27.a, ``Total bank equity capital.'' If
the amount of securities borrowed is greater than 25 percent of total
bank equity capital, then that amount is reported separately in item
9.a, ``Securities borrowed.''
Proposed line item 6.a would be used for reporting securities lent
and item 6.b would be used for reporting securities borrowed. The total
amount of securities borrowed would be reported in line item 6.b
regardless of amount, not just when the amount is more than the 10
percent bank equity capital threshold, as is currently the case.
IV. Scope and Frequency of Reporting
The proposed regulatory reporting changes to the risk-weighted
assets portion of Call Report Schedule RC-R and to the reporting of
securities lent and borrowed in Schedule RC-L would apply to all Call
Report filers for report dates beginning in 2015. Each reporting entity
would continue to submit the applicable quarterly reports on the same
due dates as are currently in effect for the reporting entity. In
addition, the agencies expect all reporting entities to meet the
existing reporting standards for accuracy and other requirements as
currently mandated by their primary federal supervisor.
See section I.B of this notice for a detailed discussion of the
timing for the implementation of the proposed reporting changes.
V. Request for Comment
Public comment is requested on all aspects of this joint notice. In
particular, do institutions expect that making any specific line items
on the proposed revised risk-weighted assets portion of Call Report
Schedule RC-R public would cause them competitive or other harm? If so,
identify the specific line items and describe in detail the nature of
the harm.
Specifically, comments are invited on:
(a) Whether the collections of information that are the subject of
this notice are necessary for the proper performance of the agencies'
functions, including whether the information has practical utility;
(b) The accuracy of the agencies' estimates of the burden of the
information collections as they are proposed to be revised, including
the validity of the methodology and assumptions used;
(c) Ways to enhance the quality, utility, and clarity of the
information to be collected;
(d) Ways to minimize the burden of information collections on
respondents, including through the use of automated collection
techniques or other forms of information technology; and
(e) Estimates of capital or start-up costs and costs of operation,
maintenance, and purchase of services to provide information.
Comments submitted in response to this joint notice will be shared
among the agencies and will be summarized or included in the agencies'
requests for OMB approval. All comments will become a matter of public
record.
Dated: June 16, 2014.
Stuart Feldstein,
Director, Legislative and Regulatory Activities Division, Office of the
Comptroller of the Currency.
Board of Governors of the Federal Reserve System, June 16, 2014.
Robert deV. Frierson,
Secretary of the Board.
Dated at Washington, DC, this 16 day of June, 2014.
Federal Deposit Insurance Corporation.
Valerie J. Best,
Assistant Executive Secretary.
[FR Doc. 2014-14549 Filed 6-20-14; 8:45 am]
BILLING CODE 4810-33-P;6210-01-P;6714-01-P