Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards: Conforming Amendments; Correction, 80257-80258 [2015-32470]
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Federal Register / Vol. 80, No. 247 / Thursday, December 24, 2015 / Rules and Regulations
Today’s final rule clarifies that members of
exchanges and swap execution facilities not
registered with the Commission—typically,
end-users—do not have to keep pre-trade
communications or text messages. Further, it
simplifies the requirements for keeping
records of final transactions. The amended
rule also states that commodity trading
advisors do not have to record oral
communications regarding their transactions.
I believe this rule is an important change
that will reduce recordkeeping burdens on
end-users, and I applaud my fellow
commissioners for their unanimous support.
Appendix 3—Statement of
Commissioner J. Christopher Giancarlo
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I am pleased to support this final rule that
revises Rule 1.35. In the end, after numerous
iterations, several comment periods,
significant legislative interest from Congress,
and months of negotiating, the Commodity
Futures Trading Commission (‘‘CFTC’’ or
‘‘Commission’’) thankfully listened to the
concerns of market participants. I am
appreciative of the CFTC staff’s diligent work
over the past few months to make key
revisions to this rule. Fixing this regulation
was one of the first issues that I raised with
my fellow Commissioners upon my arrival at
the CFTC. I believe we have now produced
a more workable rule that will not impose
needless regulatory costs on America’s
agricultural producers, grain elevator
operators or energy producers, to name a few.
As background, the Commission revised
long-standing Rule 1.35 in 2012 despite the
fact that the Dodd-Frank Act 1 contained no
mandate to change the CFTC’s recordkeeping
rules.2 The revised rule proved to be
unworkable. Its publication was followed by
requests for no-action relief and a public
roundtable at which entities impacted by the
rule voiced their inability to tie all
communications leading to the execution of
a transaction to a particular transaction or
transactions. End-user exchange members
pointed out that business that was once
conducted by telephone had moved to text
messaging, so the carve out in the rule for
oral communications had little utility. They
pointed out that it was simply not
technologically feasible to keep pre-trade text
messages in a form and manner ‘‘identifiable
and searchable by transaction.’’ Further,
bipartisan Congressional action on the rule’s
unworkable nature made it clear that the
Commission should re-open the rule to
lessen the burden on market participants not
registered with the CFTC.3
In November 2014, the CFTC did propose
changes to Rule 1.35.4 Unfortunately, I could
1 Dodd-Frank Wall Street Reform and Consumer
Protection Act, Public Law 111–203, 124 Stat. 1376
(2010).
2 See Adaptation of Regulations to Incorporate
Swaps-Records of Transactions, 77 FR 75523 (Dec.
21, 2012), available at https://www.gpo.gov/fdsys/
pkg/FR-2012-12-21/pdf/2012-30691.pdf.
3 See H.R. 4413, the Customer Protection and
End-User Relief Act, Sec. 353 (113th Congress) and
H.R. 2289, the Commodity End-User Relief Act, Sec.
308 (114th Congress).
4 See Records of Commodity Interest and Related
Cash or Forward Transactions, 79 FR 68140 (Nov.
14, 2014), available at https://www.cftc.gov/idc/
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17:12 Dec 23, 2015
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not support that proposal because it did not
go far enough in addressing concerns about
the feasibility and cost of compliance.5 It
continued to contain provisions that were
overly burdensome in practice for certain
covered entities. For example, the proposal
kept 2012 rule revisions that required the
keeping of all oral and written records that
lead to the execution of a transaction in a
commodity interest and related cash or
forward transaction, in a form and manner
‘‘identifiable and searchable by
transaction.’’ 6 This ‘‘searchable’’ requirement
also conflicted with the requirements of
Commission Rule 1.31, which applies to all
books and records required to be kept by the
Commodity Exchange Act and Commission
regulations.
Appropriately, the final revisions to Rule
1.35 address many of the issues raised in my
year-old dissent. End-user exchange members
that are not registered or required to be
registered with the Commission now must
only keep transaction records, which is a
logical and prudent course of regulatory
policy. Text messages are also excluded from
the recordkeeping requirement for end-users,
but communications through internet-based
messaging services must be kept on file. I
anticipate that this distinction will generate
interesting public commentary.7
Aside from the technical points of the final
rule, it is appropriate to comment on the
skyrocketing compliance costs associated
with trading in American commodity
markets. There is an undeniable need for the
CFTC to police these markets and root out
fraud and abuse. Confidence and trust in our
markets is essential so that farmers,
manufacturers and other end-users can safely
hedge their risks and costs of production.
Yet, agricultural intermediaries, particularly
small futures commission merchants, are
being squeezed by the prolonged
environment of low interest rates and
increased regulatory burdens. Regulators
must always balance the public’s interest in
collecting commercial information for use in
investigations and enforcement, against costs
and burdens placed on American commerce
and industry and the jobs they generate. In
this protracted period of weak economic
growth with an enormous number of
Americans out of the workforce, we must
scrupulously avoid needless red tape and
compliance costs that are invariably passed
along through higher costs for everyday items
like a loaf of bread or a gallon of gasoline,
milk or winter heating oil.
I believe the final Rule 1.35 generally gets
the balance right. Yet, I must give a plain and
simple warning: The elimination of
unnecessary recordkeeping burdens provided
groups/public/@lrfederalregister/documents/file/
2014-26983a.pdf.
5 See id. at 68147–148 (Dissenting Statement of
Commissioner J. Christopher Giancarlo).
6 See supra note 4.
7 As finalized, the rule excludes text messages
based on SMS and MMS technology, but includes
internet-based messaging services such as iPhone
messages because they are easier to store and
retrieve on computers. While this outcome is
puzzling and not technologically neutral, the best
manner to ensure compliance with CFTC
regulations is education on our rules.
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80257
in this final rule will be paradoxically tossed
aside for many small market participants if
Regulation Automated Trading (‘‘Regulation
AT’’) is finalized as proposed.8 Under
Regulation AT, many unregistered market
participants would be forced to register for
the first time with the CFTC as ‘‘floor
traders’’ due to the broad definition of
‘‘algorithmic trading.’’ 9 As new floor traders,
these market participants would then be
subject to heighted recordkeeping
requirements under Rule 1.35, such as
keeping all ‘‘written communications
provided or received concerning quotes, bids,
offers, instructions, trading, and prices that
lead to the execution of a transaction.’’ 10 As
I said in my statement accompanying the
Notice of Proposed Rulemaking for
Regulation AT, I encourage market
participants to carefully review and consider
the compliance and cost consequences of that
potential new regulatory regime and compare
it to today’s common-sense revisions to Rule
1.35.
As I have mentioned in the past, I have
been fortunate during my time as a
Commissioner to visit with agricultural and
energy producers and intermediaries in
Illinois, Indiana, Iowa, Minnesota, Texas,
Louisiana and Kentucky. The common
refrain I hear again and again is that
Washington does not listen to everyday
Americans. It imposes rules and regulations
without regard to their obvious impact on
ordinary people. Well, I believe this rule
benefits from listening to those concerns and
is a step in the right direction. I am hopeful
that it is an indicator of future action by the
CFTC that more readily takes to heart these
common concerns in all of our regulatory
actions.
[FR Doc. 2015–32416 Filed 12–23–15; 8:45 am]
BILLING CODE 6351–01–P
DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
24 CFR Part 578
[Docket No. FR–5783–C–03]
RIN 2501–AD66
Uniform Administrative Requirements,
Cost Principles, and Audit
Requirements for Federal Awards:
Conforming Amendments; Correction
AGENCY:
Office of the Secretary, HUD.
8 See CFTC Notice of Proposed Rulemaking
(3038–AD52), Regulation Automated Trading (Dec.
14, 2015), available at https://www.cftc.gov/idc/
groups/public/@newsroom/documents/file/
federalregister112415.pdf.
9 See definition of ‘‘Algorithmic Trading’’ in
proposed Commission regulation 1.3(zzzz), which
is very broad and would appear to capture market
participants using off-the-shelf type automated
systems or simple excel spreadsheets to automate
trading.
10 Emphasis added; see Commission Rule
1.35(a)(1)(iii) (defining ‘‘written pre-trade
communications’’) and Rule 1.35(a)(2)(ii) (requiring
all ‘‘floor traders’’ to keep all ‘‘written pre-trade
communications’’).
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80258
ACTION:
Federal Register / Vol. 80, No. 247 / Thursday, December 24, 2015 / Rules and Regulations
Final rule; correction.
The Department of Housing
and Urban Development is correcting a
final rule that was published in the
Federal Register on December 7, 2015
(80 FR 75931). The December 7, 2015,
final rule contains an amendatory
instruction that is inconsistent with
amendments made by a final rule that
was published on December 4, 2015 (80
FR 75791).
DATES: Effective January 6, 2016.
FOR FURTHER INFORMATION CONTACT:
Scott Moore, Financial Operations
Analyst, Office of the Chief Financial
Officer, Financial Policy & Procedures
Division, 451 7th Street SW., Room
3210, Washington, DC 20410, telephone
number 202–402–2277, or Loyd LaMois,
Supervisory Program Analyst, Office of
Strategic Planning and Management,
451 7th Street SW., Room 3156,
Washington, DC 20410, telephone
number 202–402–3964. These are not a
toll-free numbers. Persons with hearing
or speech impairments may access these
numbers through TTY by calling the
Federal Relay Service, toll-free, at 800–
877–8339.
SUPPLEMENTARY INFORMATION: In FR Doc
2015–29692 appearing at page 75931 in
the Federal Register of Monday,
December 7, 2015, the following
correction is made:
SUMMARY:
§ 578.103
[Corrected]
On page 75940, in the second column,
amendatory instruction 98.a., is
corrected to read as follows: ‘‘a. In
paragraph (a)(17)(iii), remove ‘24 CFR
85.36 and 24 CFR part 84’ and add in
its place ‘2 CFR part 200, subpart D’;
and’’.
Dated: December 21, 2015.
Aaron Santa Anna,
Assistant General Counsel for Regulations.
[FR Doc. 2015–32470 Filed 12–23–15; 8:45 am]
BILLING CODE 4210–67–P
DEPARTMENT OF THE TREASURY
Fiscal Service
31 CFR Parts 315, 353, and 360
[Docket No.: FISCAL–2015–0002]
tkelley on DSK3SPTVN1PROD with RULES
RIN 1530–AA11
Regulations Governing United States
Savings Bonds
Bureau of the Fiscal Service,
Fiscal Service, Treasury.
ACTION: Final rule.
AGENCY:
The United States Department
of the Treasury, Bureau of the Fiscal
SUMMARY:
VerDate Sep<11>2014
17:12 Dec 23, 2015
Jkt 238001
Service, is issuing a final rule amending
regulations governing United States
savings bonds to address certain state
escheat claims.
DATES: Effective December 24, 2015.
ADDRESSES: You can download this final
rule at the following Internet address:
https://www.regulations.gov, https://
www.gpo.gov, or https://
www.fiscal.treasury.gov.
FOR FURTHER INFORMATION CONTACT:
Theodore C. Simms II, Senior Counsel,
202–504–3710 or Theodore.Simms@
fiscal.treasury.gov.
SUPPLEMENTARY INFORMATION:
I. Background
The United States Department of the
Treasury has issued savings bonds since
1935 on the credit of the United States
to raise funds for federal programs and
operations. Article 8, Section 8, Clause
2 of the Constitution authorizes the
federal government to ‘‘borrow money
on the credit of the United States.’’
Under this grant of power, ‘‘the
Congress authorized the Secretary of the
Treasury, with the approval of the
President, to issue savings bonds in
such form and under such conditions as
he may from time to time
prescribe. . . .’’ Free v. Bland, 369 U.S.
663, 667 (1962) (citing the predecessor
to 31 U.S.C. 3105). Congress provided
that the proceeds of savings bonds may
be used by the federal government for
any expenditures authorized by law. See
31 U.S.C. 3105(a).
Congress expressly authorized the
Secretary of the Treasury to establish
the terms and conditions that govern the
savings bond program. 31 U.S.C.
3105(c). Treasury’s savings bond
regulations implement this authority,
setting forth a contract between the
United States and savings bond
purchasers. This contract gives
purchasers confidence that the United
States will honor its debts when a
purchaser surrenders a savings bond for
payment. The contract also protects the
public fisc by ensuring that Treasury
does not face multiple claims for
payment on a single savings bond.
Under Treasury regulations, savings
bonds have always been registered
securities. The regulations authorize
several forms of registration, including
registration to individuals who are
owners, co-owners, and beneficiaries, as
well as to fiduciaries and institutions.
See 31 CFR 315.7, 353.7, and 360.6. The
regulations also provide that savings
bonds are not transferrable and are
payable only to the registered owner,
except as described in Treasury
regulations. See 31 CFR 315.15, 353.15,
and 360.15. Detailed regulations
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describe when payment will be made to
a person or entity that is not the
registered owner.
To redeem a paper savings bond, the
registered owner or a successor
specified in the regulations must
surrender the physical bond. Although
there are exceptions to the requirement
that the bond be surrendered, the
exceptions are carefully drawn to
protect the owner’s rights and to protect
Treasury against competing claims. For
example, if a claimant cannot surrender
the bond, the claimant must provide
satisfactory evidence of the loss, theft,
or destruction of the bond, or a
satisfactory explanation of the
mutilation or defacement, as well as
sufficient information to identify the
bond by serial number. See, e.g., 31 CFR
parts 315 and 353, subpart F. An
owner’s right to payment continues
indefinitely. Pursuant to statutory
authority, Treasury regulations allow
owners to keep their bonds indefinitely
and to surrender them for payment even
years after the bonds mature. See 31
U.S.C. 3105(b) and 31 CFR parts 315
and 353, subpart H.
II. State Escheat Claims for the Custody
of Savings Bonds
Many state escheat laws allow states
to take custody of unclaimed or
abandoned property. Treasury’s savings
bond regulations do not explicitly
address the topic of abandoned savings
bonds, or the effect of custody escheat
statutes on the rights of savings bond
owners. Treasury has addressed the
topic in guidance and in litigation.
In 1952, Treasury issued a bulletin to
the Federal Reserve Banks providing
guidance on custody escheat claims.
The bulletin addressed a state claim to
the custody of four savings bonds in the
state’s possession, which had belonged
to a ward of the state who died without
heirs.1 In this context, Treasury stated
that it will not recognize a state claim
to the custody of savings bonds, but will
recognize an escheat judgment that
confers title on a state because ‘‘in
escheat the state is ‘the ultimate heir.’ ’’ 2
The 1952 bulletin does not identify a
specific regulation authorizing state
escheat claims, the full criteria under
which they will be considered, or a
process for submitting them. Because
the state did not claim title over the
bonds, this kind of detail was
unnecessary.
Treasury addressed a new, broader
custody escheat claim in 2004 and 2006,
1 Public Debt Bulletin No. 111, Subject: State
Statutes Concerning Abandoned Property (Feb. 27,
1952) at 1.
2 Id. at 3.
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Agencies
[Federal Register Volume 80, Number 247 (Thursday, December 24, 2015)]
[Rules and Regulations]
[Pages 80257-80258]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-32470]
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DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
24 CFR Part 578
[Docket No. FR-5783-C-03]
RIN 2501-AD66
Uniform Administrative Requirements, Cost Principles, and Audit
Requirements for Federal Awards: Conforming Amendments; Correction
AGENCY: Office of the Secretary, HUD.
[[Page 80258]]
ACTION: Final rule; correction.
-----------------------------------------------------------------------
SUMMARY: The Department of Housing and Urban Development is correcting
a final rule that was published in the Federal Register on December 7,
2015 (80 FR 75931). The December 7, 2015, final rule contains an
amendatory instruction that is inconsistent with amendments made by a
final rule that was published on December 4, 2015 (80 FR 75791).
DATES: Effective January 6, 2016.
FOR FURTHER INFORMATION CONTACT: Scott Moore, Financial Operations
Analyst, Office of the Chief Financial Officer, Financial Policy &
Procedures Division, 451 7th Street SW., Room 3210, Washington, DC
20410, telephone number 202-402-2277, or Loyd LaMois, Supervisory
Program Analyst, Office of Strategic Planning and Management, 451 7th
Street SW., Room 3156, Washington, DC 20410, telephone number 202-402-
3964. These are not a toll-free numbers. Persons with hearing or speech
impairments may access these numbers through TTY by calling the Federal
Relay Service, toll-free, at 800-877-8339.
SUPPLEMENTARY INFORMATION: In FR Doc 2015-29692 appearing at page 75931
in the Federal Register of Monday, December 7, 2015, the following
correction is made:
Sec. 578.103 [Corrected]
On page 75940, in the second column, amendatory instruction 98.a.,
is corrected to read as follows: ``a. In paragraph (a)(17)(iii), remove
`24 CFR 85.36 and 24 CFR part 84' and add in its place `2 CFR part 200,
subpart D'; and''.
Dated: December 21, 2015.
Aaron Santa Anna,
Assistant General Counsel for Regulations.
[FR Doc. 2015-32470 Filed 12-23-15; 8:45 am]
BILLING CODE 4210-67-P