Adoption of Updated EDGAR Filer Manual, 35062-35064 [2017-15862]
Download as PDF
35062
Federal Register / Vol. 82, No. 144 / Friday, July 28, 2017 / Rules and Regulations
that warrant preparation of an
environmental assessment.
Availability and Summary of
Documents for Incorporation by
Reference
This document amends FAA Order
7400.11A, Airspace Designations and
Reporting Points, dated August 3, 2016,
and effective September 15, 2016. FAA
Order 7400.11A is publicly available as
listed in the ADDRESSES section of this
document. FAA Order 7400.11A lists
Class A, B, C, D, and E airspace areas,
air traffic service routes, and reporting
points.
The Rule
This amendment to Title 14, Code of
Federal Regulations (14 CFR) part 71
establishes Class E airspace extending
upward from 700 feet above the surface
at Frank R. Howard Memorial Hospital
Heliport, Willits, CA, within a 2.5-mile
radius of the heliport, and within 2.5
miles each side of the 166° bearing from
the heliport to 6.7 miles southeast of the
heliport, and within 1.5 miles each side
of the 360° bearing from the heliport to
10.5 miles north of the heliport. This
airspace is necessary to support IFR
operations in new standard instrument
approach and departure procedures at
the airport.
Regulatory Notices and Analyses
The FAA has determined that this
regulation only involves an established
body of technical regulations for which
frequent and routine amendments are
necessary to keep them operationally
current, is non-controversial and
unlikely to result in adverse or negative
comments. It, therefore: (1) Is not a
‘‘significant regulatory action’’ under
Executive Order 12866; (2) is not a
‘‘significant rule’’ under DOT
Regulatory Policies and Procedures (44
FR 11034; February 26, 1979); and (3)
does not warrant preparation of a
Regulatory Evaluation as the anticipated
impact is so minimal. Since this is a
routine matter that only affects air traffic
procedures and air navigation, it is
certified that this rule, when
promulgated, will not have a significant
economic impact on a substantial
number of small entities under the
criteria of the Regulatory Flexibility Act.
asabaliauskas on DSKBBXCHB2PROD with RULES
Environmental Review
The FAA has determined that this
action qualifies for categorical exclusion
under the National Environmental
Policy Act in accordance with FAA
Order 1050.1F, ‘‘Environmental
Impacts: Policies and Procedures,’’
paragraph 5–6.5a. This airspace action
is not expected to cause any potentially
significant environmental impacts, and
no extraordinary circumstances exist
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Lists of Subjects in 14 CFR Part 71
Airspace, Incorporation by reference,
Navigation (air).
Adoption of the Amendment
In consideration of the foregoing, the
Federal Aviation Administration
amends 14 CFR part 71 as follows:
PART 71—DESIGNATION OF CLASS A,
B, C, D, AND E AIRSPACE AREAS; AIR
TRAFFIC SERVICE ROUTES; AND
REPORTING POINTS
1. The authority citation for part 71
continues to read as follows:
■
Authority: 49 U.S.C. 106(f), 106(g); 40103,
40113, 40120; E.O. 10854, 24 FR 9565, 3 CFR,
1959–1963 Comp., p. 389.
§ 71.1
[Amended]
2. The incorporation by reference in
14 CFR 71.1 of FAA Order 7400.11A,
Airspace Designations and Reporting
Points, dated August 3, 2016, and
effective September 15, 2016, is
amended as follows:
■
Paragraph 6005 Class E Airspace Areas
Extending Upward From 700 Feet or More
Above the Surface of the Earth.
*
*
*
*
*
AWP CA E5 Willits, CA [New]
Frank R. Howard Memorial Hospital
Heliport, CA
(Lat. 39°23′21″ N., long. 123°20′21″ W.)
That airspace upward from 700 feet above
the surface within a 2.5-mile radius of Frank
R. Howard Memorial Hospital Heliport, and
within 2.5 miles each side of the 166° bearing
from the heliport to 6.7 miles southeast of the
heliport, and within 1.5 miles each side of
the 360° bearing from the heliport to 10.5
miles north of the heliport.
Issued in Seattle, Washington, on July 19,
2017.
Sam S.L. Shrimpton,
Acting Group Manager, Operations Support
Group, Western Service Center.
[FR Doc. 2017–15869 Filed 7–27–17; 8:45 am]
BILLING CODE 4910–13–P
SECURITIES AND EXCHANGE
COMMISSION
17 CFR Part 232
[Release Nos. 33–10385; 34–81080; 39–
2517; IC–32724]
Adoption of Updated EDGAR Filer
Manual
Securities and Exchange
Commission.
ACTION: Final rule.
AGENCY:
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The Securities and Exchange
Commission (‘‘the Commission’’) is
adopting revisions to the Electronic Data
Gathering, Analysis, and Retrieval
System (‘‘EDGAR’’) Filer Manual and
related rules to reflect updates to the
EDGAR system. The updates are being
made primarily to reflect amendments
made to several forms under the
Securities Act of 1933 (‘‘Securities Act’’)
and the Securities Exchange Act of 1934
(‘‘Exchange Act’’) to effectuate inflation
adjustments and other technical
amendments required under Titles I and
III of the Jumpstart Our Business
Startups (‘‘JOBS’’) Act; support recent
updates to Form C and Form D; includes
instructions for hyperlinking to exhibits
included with certain Securities Act and
Exchange Act forms and makes certain
corrective changes to previously revised
sections. The revised EDGAR Filer
Manual also announces updates to the
technical specifications for the ABS–EE
schema and terminates support for US–
GAAP–2015, EXCH–2015, CURRENCY–
2014, and COUNTRY–2013 taxonomies.
The EDGAR system is scheduled to be
upgraded on July 17, 2017.
DATES: Effective July 28, 2017. The
incorporation by reference of the
EDGAR Filer Manual is approved by the
Director of the Federal Register as of
July 28, 2017.
FOR FURTHER INFORMATION CONTACT: In
the Division of Corporation Finance, for
questions concerning Forms ABS–EE,
ABS–15G, C, D, S–1, S–3, S–4, S–8, S–
11, F–1, F–3, F–4, 8–K, 10, 10–D, 10–
K, 10–Q, 20–F, and 40–F, contact
Heather Mackintosh at (202) 551–8111;
in the Division of Trading and Markets,
for questions concerning Forms 17–H
and X–17A–5, contact Kathy Bateman at
(202) 551–4345; in the Office of
Investment Management, for questions
concerning Forms 1–E, 2–E, N–1A, N–
23C–2, N–23C3, 40–APP, and 40–17G,
contact Heather Fernandez at (202) 551–
6708; and in the Division of Economic
and Risk Analysis, for questions
concerning taxonomies and eXtensible
Business Reporting Language (XBRL),
contact Brian Hankin at (202) 551–8497.
SUPPLEMENTARY INFORMATION: We are
adopting an updated EDGAR Filer
Manual, Volume I and Volume II. The
Filer Manual describes the technical
formatting requirements for the
preparation and submission of
electronic filings through the EDGAR
system.1 It also describes the
SUMMARY:
1 We originally adopted the Filer Manual on April
1, 1993, with an effective date of April 26, 1993.
Release No. 33–6986 (April 1, 1993) [58 FR 18638].
We implemented the most recent update to the Filer
Manual on March 13, 2017. See Release No. 33–
10324 (March 31, 2017) [82 FR 15993].
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asabaliauskas on DSKBBXCHB2PROD with RULES
requirements for filing using
EDGARLink Online and the Online
Forms/XML Web site.
The revisions to the Filer Manual
reflect changes within Volume I entitled
EDGAR Filer Manual, Volume I:
‘‘General Information,’’ Version 28 (July
2017) and Volume II entitled EDGAR
Filer Manual, Volume II: ‘‘EDGAR
Filing,’’ Version 42 (July 2017). The
updated manual will be incorporated by
reference into the Code of Federal
Regulations.
The Filer Manual contains all the
technical specifications for filers to
submit filings using the EDGAR system.
Filers must comply with the applicable
provisions of the Filer Manual in order
to assure the timely acceptance and
processing of filings made in electronic
format.2 Filers may consult the Filer
Manual in conjunction with our rules
governing mandated electronic filing
when preparing documents for
electronic submission.3
The EDGAR system will be upgraded
to Release 17.2 on July 17, 2017 and will
introduce the following changes:
Effective September 1, 2017, large
accelerated and accelerated filers filing
Forms S–1, S–3, S–4, S–8, S–11, F–1, F–
3, F–4, F–10, SF–1, and SF–3 under the
Securities Act and Forms 10, 10–K, 10–
Q, 8–K, 20–F, and 10–D under the
Exchange Act will be required to submit
these forms in HTML and include a
hyperlink to each exhibit listed in the
exhibit index of these filings, including
exhibits that are incorporated by
reference.4 Instructions for hyperlinking
to an exhibit submitted with a previous
submission, or an exhibit that is being
filed concurrently with the submission,
have been included in Chapter 5 of
Volume II of the EDGAR Filer Manual.
Instructions for using HTML Styles to
indicate the location of the Exhibit
Links and the Summary Section have
also been included in Chapter 5 of
Volume II of the EDGAR Filer Manual.
2 See Rule 301 of Regulation S–T (17 CFR
232.301).
3 See Release No. 33–10324 in which we
implemented revisions to reflect EDGAR Release
17.1. For additional history of EDGAR Filer Manual
revisions, please see the citations therein.
4 Non-accelerated filers and smaller reporting
companies that submit filings in ASCII will not
need to comply with these requirements until
September 1, 2018. The compliance date for any
Form 10–D filing that will require a hyperlink to an
exhibit filed with Form ABS–EE will be delayed
until SEC staff completes programming changes to
EDGAR. These changes will allow Form 10–D filers
to include the Form 10–D and Form ABS–EE in a
single submission so that the required exhibit
hyperlinks can be created at the time the Form 10–
D is filed. The Commission will publish a notice in
the Federal Register and on the Commission Web
site announcing the compliance date for those Form
10–D filings.
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Submission form types D and D/A
will be updated to remove the reference
to ‘‘Rule 505’’ in Item 6: Federal
Exemption(s) and Exclusion(s) Claimed.
The ‘‘Terms of Submission’’ in the
Signature and Submission screen will
be updated to replace the references to
‘‘relying on Regulation D’’ and ‘‘Rule
505(b)(2)(iii)’’ with ‘‘relying on Rule 504
or Rule 506’’ and ‘‘Rule 504(b)(3),’’
respectively. The Total Offering Amount
in ‘‘Item 13: Offering and Sales
Amounts’’ will increase from a
maximum of $1,000,000 to $5,000,000 if
any ‘‘Rule 504’’ item is selected on
submission form types D and D/A.
Corresponding changes will be made to
Chapter 8 and Appendix A of the
EDGAR Filer Manual.
In Release No. 33–10332 (March 31,
2017) [82 FR 17545], the Commission
adopted rule changes to effectuate
inflation adjustments and other
technical amendments required under
Titles I and III of the JOBS Act. The
technical changes included revisions to
Commission forms so that registrants
can designate whether they are an
Emerging Growth Company (EGC) and
inform the Commission as to whether
they have elected not to use the
extended transition period for EGCs to
comply with any new or revised
financial accounting standards. The
following EDGARLink Online
submission form types will be revised to
reflect the two fields: S–1, S–1/A, S–3,
S–3/A, S–4, S–4/A, S–8, S–11, S–11/A,
F–1, F–1/A, F–3, F–3/A, F–4, F–4/A,
10–12B, 10–12B/A, 10–12G, 10–12G/A,
8–K, 8–K/A, 8–K12B, 8–K12B/A, 8–
K12G3, 8–K12G3/A, 8–K15D5, 8–
K15D5/A, 10–Q, 10–Q/A, 10–QT, 10–
QT/A, 10–K, 10–K/A, 10–KT, 10–KT/A,
20–F, 20–F/A, 20FR12B, 20FR12B/A,
20FR12G, 20FR12G/A, 40–F, 40–F/A,
40FR12B, 40FR12B/A, 40FR12G, and
40FR12G/A. Corresponding changes
will be made to Chapter 7 of the EDGAR
Filer Manual. In addition, submission
form types C and C/A will be updated
to increase the maximum limit of the
‘‘Target Offering Amount’’ and
‘‘Maximum Offering Amount’’ fields to
$1,070,000. Corresponding changes will
be made to Chapter 8 of the EDGAR
Filer Manual.
EDGAR will be updated so that
broker-dealers filing submission form
type 17HACON must indicate whether
or not the submission is for is for a full
year. Submission form type 17HACON
will require broker-dealers to attach an
‘‘ORGCHART’’ document to
confidential annual 17–H reports on
submission form type 17HACON even if
the field ‘‘No material changes have
occurred since last filed’’ is selected.
Corresponding changes will be made to
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35063
Chapter 8 of Volume II of the EDGAR
File Manual.
An Instructions menu icon will be
added to the filer interface in the topright corner for submission form types
X–17A–5 and X–17A–5/A, which
provides instructions on how to file
broker-dealer annual reports through
EDGAR. Corresponding changes will be
made to Chapter 8 of Volume II of the
EDGAR Filer Manual.
Filers will no longer have to submit
form type N–1A using ‘‘dummy’’ Series
and Classes (Contracts) and will instead
be able to register via submission form
type N–1A using their existing Series
and Classes (Contracts). Corresponding
Changes will be made to Chapter 7 of
Volume II of the EDGAR Filer Manual.
Clarifying changes to Chapter 8 of
Volume II of the EDGAR Filer Manual
will be added to specify that, when
Transfer Agent form submissions
created using the filer interface, filers
are limited to a maximum of 100
document attachments. Also, the
revision clarifies that the maximum size
of a Transfer Agent submission,
including all attached documents, may
not exceed 200 MB.
Chapter 5, Section 5.2.5.9 will be
revised to remove duplicate HTML tags.
Chapter 6, section 6.12.7 will be revised
to clarify that start/end labels should
not be used on duration-type facts.
Chapters 5 and 6 will be revised to
include clarifying changes instructions
for data tagging and labeling.
The ABS–EE schema will be updated
with the following changes:
Æ RMBS, 1(m)(21)(xi) postModification
ARMPaymentRecastFrequency will be
changed from decimal format to integer
format, with a maximum length of eight
digits.
Æ The maximum integer length will
increase from two digits to eight digits for the
following Asset Class Items:
D Item 1(c)(29)(iv), initialFixedRatePeriod
HybridARMNumber;
D Item 1(c)(29)(xxi), HELOCDrawNumber;
D Item 1(m)(21)(iv), postModification
InterestResetNumber;
D Item 1(m)(21)(xx), postModificationARM
InterestRateTeaserNumber;
D Item 1(m)(21)(xxi), postModification
ARMPaymentTeaserNumber;
D Item 1(m)(22)(i), postModification
InterestOnlyTermNumber;
D Item 3(c)(9), originalInterestOnlyTerm
Number;
D Item 3(c)(12), gracePeriodNumber;
D Item 3(j)(2), paymentExtendedNumber;
D Item 4(c)(8), gracePeriod; and
D Item 4(j)(2), leaseExtended.
For more information, see the updated
EDGAR ABS XML Technical
Specification document available on the
SEC’s Public Web site (https://
www.sec.gov/info/edgar/tech-specs).
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Federal Register / Vol. 82, No. 144 / Friday, July 28, 2017 / Rules and Regulations
EDGAR will no longer provide
support for the US–GAAP–2015, EXCH–
2015, CURRENCY–2014, and
COUNTRY–2013 taxonomies. Please see
https://www.sec.gov/info/edgar/edgar
taxonomies.shtml for a complete list of
supported standard taxonomies.
Along with the adoption of the Filer
Manual, we are amending Rule 301 of
Regulation S–T to provide for the
incorporation by reference into the Code
of Federal Regulations of these
revisions. This incorporation by
reference was approved by the Director
of the Federal Register in accordance
with 5 U.S.C. 552(a) and 1 CFR part 51.
The updated EDGAR Filer Manual
will be available for Web site viewing
and printing; the address for the Filer
Manual is https://www.sec.gov/info/
edgar/edmanuals.htm. You may also
obtain paper copies of the EDGAR Filer
Manual from the following address:
Public Reference Room, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m.
Since the Filer Manual and the
corresponding rule changes relate solely
to agency procedures or practice,
publication for notice and comment is
not required under the Administrative
Procedure Act (‘‘APA’’).5 It follows that
the requirements of the Regulatory
Flexibility Act 6 do not apply.
The effective date for the updated
Filer Manual and the rule amendments
is July 28, 2017. In accordance with the
APA,7 we find that there is good cause
to establish an effective date less than
30 days after publication of these rules.
The EDGAR system upgrade to Release
17.2 is scheduled to become available
on July 17, 2017. The Commission
believes that establishing an effective
date less than 30 days after publication
of these rules is necessary to coordinate
the effectiveness of the updated Filer
Manual with these system upgrades.
asabaliauskas on DSKBBXCHB2PROD with RULES
Statutory Basis
We are adopting the amendments to
Regulation S–T under Sections 6, 7, 8,
10, and 19(a) of the Securities Act of
1933,8 Sections 3, 12, 13, 14, 15, 23, and
35A of the Securities Exchange Act of
1934,9 Section 319 of the Trust
Indenture Act of 1939,10 and Sections 8,
30, 31, and 38 of the Investment
Company Act of 1940.11
55
U.S.C. 553(b)(A).
U.S.C. 601–612.
7 5 U.S.C. 553(d)(3).
8 15 U.S.C. 77f, 77g, 77h, 77j, and 77s(a).
9 15 U.S.C. 78c, 78l, 78m, 78n, 78o, 78w, and 78ll.
10 15 U.S.C. 77sss.
11 15 U.S.C. 80a–8, 80a–29, 80a–30, and 80a–37.
65
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List of Subjects in 17 CFR Part 232
Incorporation by reference, Reporting
and recordkeeping requirements,
Securities.
Dated: July 6, 2017.
By the Commission.
Brent J. Fields,
Secretary.
Text of the Amendment
In accordance with the foregoing, title
17, chapter II of the Code of Federal
Regulations is amended as follows:
[FR Doc. 2017–15862 Filed 7–27–17; 8:45 am]
PART 232—REGULATION S–T—
GENERAL RULES AND REGULATIONS
FOR ELECTRONIC FILINGS
1. The authority citation for part 232
continues to read in part as follows:
■
Authority: 15 U.S.C. 77c, 77f, 77g, 77h, 77j,
77s(a), 77z–3, 77sss(a), 78c(b), 78l, 78m, 78n,
78o(d), 78w(a), 78ll, 80a–6(c), 80a–8, 80a–29,
80a–30, 80a–37, and 7201 et seq.; and 18
U.S.C. 1350, unless otherwise noted.
*
*
*
*
*
2. Section 232.301 is revised to read
as follows:
■
§ 232.301
EDGAR Filer Manual.
Filers must prepare electronic filings
in the manner prescribed by the EDGAR
Filer Manual, promulgated by the
Commission, which sets out the
technical formatting requirements for
electronic submissions. The
requirements for becoming an EDGAR
Filer and updating company data are set
forth in the updated EDGAR Filer
Manual, Volume I: ‘‘General
Information,’’ Version 28 (July 2017).
The requirements for filing on EDGAR
are set forth in the updated EDGAR Filer
Manual, Volume II: ‘‘EDGAR Filing,’’
Version 42 (July 2017). All of these
provisions have been incorporated by
reference into the Code of Federal
Regulations, which action was approved
by the Director of the Federal Register
in accordance with 5 U.S.C. 552(a) and
1 CFR part 51. You must comply with
these requirements in order for
documents to be timely received and
accepted. The EDGAR Filer Manual is
available for Web site viewing and
printing; the address for the Filer
Manual is https://www.sec.gov/info/
edgar/edmanuals.htm. You can obtain
paper copies of the EDGAR Filer
Manual from the following address:
Public Reference Room, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. You can also
inspect the document at the National
Archives and Records Administration
(NARA). For information on the
availability of this material at NARA,
call 202–741–6030, or go to: https://
www.archives.gov/federal_register/
code_of_federal_regulations/
ibr_locations.html.
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BILLING CODE 8011–01–P
DEPARTMENT OF HOMELAND
SECURITY
U.S. Customs and Border Protection
DEPARTMENT OF THE TREASURY
19 CFR Parts 159 and 181
[CBP Dec. 17–08]
Technical Corrections to U.S. Customs
and Border Protection Regulations
U.S. Customs and Border
Protection, Department of Homeland
Security; Department of the Treasury.
ACTION: Final rule.
AGENCY:
U.S. Customs and Border
Protection (CBP) periodically reviews its
regulations to ensure that they are
current, correct, and consistent.
Through this review process, CBP
discovered some discrepancies. This
document amends certain sections of
title 19 of the Code of Federal
Regulations to remedy these
discrepancies.
SUMMARY:
DATES:
The final rule is effective July 28,
2017.
FOR FURTHER INFORMATION CONTACT:
Grace A. Kim, Regulations and Rulings,
Office of Trade, (202) 325–7941.
SUPPLEMENTARY INFORMATION:
Background
It is the policy of U.S. Customs and
Border Protection (CBP) to periodically
review title 19 of the Code of Federal
Regulations (19 CFR) to ensure that it is
accurate and up-to-date so that the
importing and general public is aware of
CBP programs, requirements, and
procedures regarding import-related
activities. As part of this review policy,
CBP has determined that certain
corrections to 19 CFR parts 159 and 181
are necessary.
Discussion of Changes
Part 159
Section 159.58 (19 CFR 159.58)
concerns the suspension of liquidation
by CBP when there are antidumping and
countervailing duty determinations. The
references to part 353 of title 19 CFR in
19 CFR 159.58(a) and to part 355 of title
19 CFR in 19 CFR 159.58(b) are
incorrect. On May 19, 1997, the U.S.
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Agencies
[Federal Register Volume 82, Number 144 (Friday, July 28, 2017)]
[Rules and Regulations]
[Pages 35062-35064]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-15862]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
17 CFR Part 232
[Release Nos. 33-10385; 34-81080; 39-2517; IC-32724]
Adoption of Updated EDGAR Filer Manual
AGENCY: Securities and Exchange Commission.
ACTION: Final rule.
-----------------------------------------------------------------------
SUMMARY: The Securities and Exchange Commission (``the Commission'') is
adopting revisions to the Electronic Data Gathering, Analysis, and
Retrieval System (``EDGAR'') Filer Manual and related rules to reflect
updates to the EDGAR system. The updates are being made primarily to
reflect amendments made to several forms under the Securities Act of
1933 (``Securities Act'') and the Securities Exchange Act of 1934
(``Exchange Act'') to effectuate inflation adjustments and other
technical amendments required under Titles I and III of the Jumpstart
Our Business Startups (``JOBS'') Act; support recent updates to Form C
and Form D; includes instructions for hyperlinking to exhibits included
with certain Securities Act and Exchange Act forms and makes certain
corrective changes to previously revised sections. The revised EDGAR
Filer Manual also announces updates to the technical specifications for
the ABS-EE schema and terminates support for US-GAAP-2015, EXCH-2015,
CURRENCY-2014, and COUNTRY-2013 taxonomies. The EDGAR system is
scheduled to be upgraded on July 17, 2017.
DATES: Effective July 28, 2017. The incorporation by reference of the
EDGAR Filer Manual is approved by the Director of the Federal Register
as of July 28, 2017.
FOR FURTHER INFORMATION CONTACT: In the Division of Corporation
Finance, for questions concerning Forms ABS-EE, ABS-15G, C, D, S-1, S-
3, S-4, S-8, S-11, F-1, F-3, F-4, 8-K, 10, 10-D, 10-K, 10-Q, 20-F, and
40-F, contact Heather Mackintosh at (202) 551-8111; in the Division of
Trading and Markets, for questions concerning Forms 17-H and X-17A-5,
contact Kathy Bateman at (202) 551-4345; in the Office of Investment
Management, for questions concerning Forms 1-E, 2-E, N-1A, N-23C-2, N-
23C3, 40-APP, and 40-17G, contact Heather Fernandez at (202) 551-6708;
and in the Division of Economic and Risk Analysis, for questions
concerning taxonomies and eXtensible Business Reporting Language
(XBRL), contact Brian Hankin at (202) 551-8497.
SUPPLEMENTARY INFORMATION: We are adopting an updated EDGAR Filer
Manual, Volume I and Volume II. The Filer Manual describes the
technical formatting requirements for the preparation and submission of
electronic filings through the EDGAR system.\1\ It also describes the
[[Page 35063]]
requirements for filing using EDGARLink Online and the Online Forms/XML
Web site.
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\1\ We originally adopted the Filer Manual on April 1, 1993,
with an effective date of April 26, 1993. Release No. 33-6986 (April
1, 1993) [58 FR 18638]. We implemented the most recent update to the
Filer Manual on March 13, 2017. See Release No. 33-10324 (March 31,
2017) [82 FR 15993].
---------------------------------------------------------------------------
The revisions to the Filer Manual reflect changes within Volume I
entitled EDGAR Filer Manual, Volume I: ``General Information,'' Version
28 (July 2017) and Volume II entitled EDGAR Filer Manual, Volume II:
``EDGAR Filing,'' Version 42 (July 2017). The updated manual will be
incorporated by reference into the Code of Federal Regulations.
The Filer Manual contains all the technical specifications for
filers to submit filings using the EDGAR system. Filers must comply
with the applicable provisions of the Filer Manual in order to assure
the timely acceptance and processing of filings made in electronic
format.\2\ Filers may consult the Filer Manual in conjunction with our
rules governing mandated electronic filing when preparing documents for
electronic submission.\3\
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\2\ See Rule 301 of Regulation S-T (17 CFR 232.301).
\3\ See Release No. 33-10324 in which we implemented revisions
to reflect EDGAR Release 17.1. For additional history of EDGAR Filer
Manual revisions, please see the citations therein.
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The EDGAR system will be upgraded to Release 17.2 on July 17, 2017
and will introduce the following changes:
Effective September 1, 2017, large accelerated and accelerated
filers filing Forms S-1, S-3, S-4, S-8, S-11, F-1, F-3, F-4, F-10, SF-
1, and SF-3 under the Securities Act and Forms 10, 10-K, 10-Q, 8-K, 20-
F, and 10-D under the Exchange Act will be required to submit these
forms in HTML and include a hyperlink to each exhibit listed in the
exhibit index of these filings, including exhibits that are
incorporated by reference.\4\ Instructions for hyperlinking to an
exhibit submitted with a previous submission, or an exhibit that is
being filed concurrently with the submission, have been included in
Chapter 5 of Volume II of the EDGAR Filer Manual. Instructions for
using HTML Styles to indicate the location of the Exhibit Links and the
Summary Section have also been included in Chapter 5 of Volume II of
the EDGAR Filer Manual.
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\4\ Non-accelerated filers and smaller reporting companies that
submit filings in ASCII will not need to comply with these
requirements until September 1, 2018. The compliance date for any
Form 10-D filing that will require a hyperlink to an exhibit filed
with Form ABS-EE will be delayed until SEC staff completes
programming changes to EDGAR. These changes will allow Form 10-D
filers to include the Form 10-D and Form ABS-EE in a single
submission so that the required exhibit hyperlinks can be created at
the time the Form 10-D is filed. The Commission will publish a
notice in the Federal Register and on the Commission Web site
announcing the compliance date for those Form 10-D filings.
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Submission form types D and D/A will be updated to remove the
reference to ``Rule 505'' in Item 6: Federal Exemption(s) and
Exclusion(s) Claimed. The ``Terms of Submission'' in the Signature and
Submission screen will be updated to replace the references to
``relying on Regulation D'' and ``Rule 505(b)(2)(iii)'' with ``relying
on Rule 504 or Rule 506'' and ``Rule 504(b)(3),'' respectively. The
Total Offering Amount in ``Item 13: Offering and Sales Amounts'' will
increase from a maximum of $1,000,000 to $5,000,000 if any ``Rule 504''
item is selected on submission form types D and D/A. Corresponding
changes will be made to Chapter 8 and Appendix A of the EDGAR Filer
Manual.
In Release No. 33-10332 (March 31, 2017) [82 FR 17545], the
Commission adopted rule changes to effectuate inflation adjustments and
other technical amendments required under Titles I and III of the JOBS
Act. The technical changes included revisions to Commission forms so
that registrants can designate whether they are an Emerging Growth
Company (EGC) and inform the Commission as to whether they have elected
not to use the extended transition period for EGCs to comply with any
new or revised financial accounting standards. The following EDGARLink
Online submission form types will be revised to reflect the two fields:
S-1, S-1/A, S-3, S-3/A, S-4, S-4/A, S-8, S-11, S-11/A, F-1, F-1/A, F-3,
F-3/A, F-4, F-4/A, 10-12B, 10-12B/A, 10-12G, 10-12G/A, 8-K, 8-K/A, 8-
K12B, 8-K12B/A, 8-K12G3, 8-K12G3/A, 8-K15D5, 8-K15D5/A, 10-Q, 10-Q/A,
10-QT, 10-QT/A, 10-K, 10-K/A, 10-KT, 10-KT/A, 20-F, 20-F/A, 20FR12B,
20FR12B/A, 20FR12G, 20FR12G/A, 40-F, 40-F/A, 40FR12B, 40FR12B/A,
40FR12G, and 40FR12G/A. Corresponding changes will be made to Chapter 7
of the EDGAR Filer Manual. In addition, submission form types C and C/A
will be updated to increase the maximum limit of the ``Target Offering
Amount'' and ``Maximum Offering Amount'' fields to $1,070,000.
Corresponding changes will be made to Chapter 8 of the EDGAR Filer
Manual.
EDGAR will be updated so that broker-dealers filing submission form
type 17HACON must indicate whether or not the submission is for is for
a full year. Submission form type 17HACON will require broker-dealers
to attach an ``ORGCHART'' document to confidential annual 17-H reports
on submission form type 17HACON even if the field ``No material changes
have occurred since last filed'' is selected. Corresponding changes
will be made to Chapter 8 of Volume II of the EDGAR File Manual.
An Instructions menu icon will be added to the filer interface in
the top-right corner for submission form types X-17A-5 and X-17A-5/A,
which provides instructions on how to file broker-dealer annual reports
through EDGAR. Corresponding changes will be made to Chapter 8 of
Volume II of the EDGAR Filer Manual.
Filers will no longer have to submit form type N-1A using ``dummy''
Series and Classes (Contracts) and will instead be able to register via
submission form type N-1A using their existing Series and Classes
(Contracts). Corresponding Changes will be made to Chapter 7 of Volume
II of the EDGAR Filer Manual.
Clarifying changes to Chapter 8 of Volume II of the EDGAR Filer
Manual will be added to specify that, when Transfer Agent form
submissions created using the filer interface, filers are limited to a
maximum of 100 document attachments. Also, the revision clarifies that
the maximum size of a Transfer Agent submission, including all attached
documents, may not exceed 200 MB.
Chapter 5, Section 5.2.5.9 will be revised to remove duplicate HTML
tags. Chapter 6, section 6.12.7 will be revised to clarify that start/
end labels should not be used on duration-type facts. Chapters 5 and 6
will be revised to include clarifying changes instructions for data
tagging and labeling.
The ABS-EE schema will be updated with the following changes:
[cir] RMBS, 1(m)(21)(xi)
postModificationARMPaymentRecastFrequency will be changed from
decimal format to integer format, with a maximum length of eight
digits.
[cir] The maximum integer length will increase from two digits
to eight digits for the following Asset Class Items:
[ssquf] Item 1(c)(29)(iv),
initialFixedRatePeriodHybridARMNumber;
[ssquf] Item 1(c)(29)(xxi), HELOCDrawNumber;
[ssquf] Item 1(m)(21)(iv), postModificationInterestResetNumber;
[ssquf] Item 1(m)(21)(xx),
postModificationARMInterestRateTeaserNumber;
[ssquf] Item 1(m)(21)(xxi),
postModificationARMPaymentTeaserNumber;
[ssquf] Item 1(m)(22)(i),
postModificationInterestOnlyTermNumber;
[ssquf] Item 3(c)(9), originalInterestOnlyTermNumber;
[ssquf] Item 3(c)(12), gracePeriodNumber;
[ssquf] Item 3(j)(2), paymentExtendedNumber;
[ssquf] Item 4(c)(8), gracePeriod; and
[ssquf] Item 4(j)(2), leaseExtended.
For more information, see the updated EDGAR ABS XML Technical
Specification document available on the SEC's Public Web site (https://www.sec.gov/info/edgar/tech-specs).
[[Page 35064]]
EDGAR will no longer provide support for the US-GAAP-2015, EXCH-
2015, CURRENCY-2014, and COUNTRY-2013 taxonomies. Please see https://www.sec.gov/info/edgar/edgartaxonomies.shtml for a complete list of
supported standard taxonomies.
Along with the adoption of the Filer Manual, we are amending Rule
301 of Regulation S-T to provide for the incorporation by reference
into the Code of Federal Regulations of these revisions. This
incorporation by reference was approved by the Director of the Federal
Register in accordance with 5 U.S.C. 552(a) and 1 CFR part 51.
The updated EDGAR Filer Manual will be available for Web site
viewing and printing; the address for the Filer Manual is https://www.sec.gov/info/edgar/edmanuals.htm. You may also obtain paper copies
of the EDGAR Filer Manual from the following address: Public Reference
Room, U.S. Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m.
Since the Filer Manual and the corresponding rule changes relate
solely to agency procedures or practice, publication for notice and
comment is not required under the Administrative Procedure Act
(``APA'').\5\ It follows that the requirements of the Regulatory
Flexibility Act \6\ do not apply.
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\5\ 5 U.S.C. 553(b)(A).
\6\ 5 U.S.C. 601-612.
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The effective date for the updated Filer Manual and the rule
amendments is July 28, 2017. In accordance with the APA,\7\ we find
that there is good cause to establish an effective date less than 30
days after publication of these rules. The EDGAR system upgrade to
Release 17.2 is scheduled to become available on July 17, 2017. The
Commission believes that establishing an effective date less than 30
days after publication of these rules is necessary to coordinate the
effectiveness of the updated Filer Manual with these system upgrades.
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\7\ 5 U.S.C. 553(d)(3).
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Statutory Basis
We are adopting the amendments to Regulation S-T under Sections 6,
7, 8, 10, and 19(a) of the Securities Act of 1933,\8\ Sections 3, 12,
13, 14, 15, 23, and 35A of the Securities Exchange Act of 1934,\9\
Section 319 of the Trust Indenture Act of 1939,\10\ and Sections 8, 30,
31, and 38 of the Investment Company Act of 1940.\11\
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\8\ 15 U.S.C. 77f, 77g, 77h, 77j, and 77s(a).
\9\ 15 U.S.C. 78c, 78l, 78m, 78n, 78o, 78w, and 78ll.
\10\ 15 U.S.C. 77sss.
\11\ 15 U.S.C. 80a-8, 80a-29, 80a-30, and 80a-37.
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List of Subjects in 17 CFR Part 232
Incorporation by reference, Reporting and recordkeeping
requirements, Securities.
Text of the Amendment
In accordance with the foregoing, title 17, chapter II of the Code
of Federal Regulations is amended as follows:
PART 232--REGULATION S-T--GENERAL RULES AND REGULATIONS FOR
ELECTRONIC FILINGS
0
1. The authority citation for part 232 continues to read in part as
follows:
Authority: 15 U.S.C. 77c, 77f, 77g, 77h, 77j, 77s(a), 77z-3,
77sss(a), 78c(b), 78l, 78m, 78n, 78o(d), 78w(a), 78ll, 80a-6(c),
80a-8, 80a-29, 80a-30, 80a-37, and 7201 et seq.; and 18 U.S.C. 1350,
unless otherwise noted.
* * * * *
0
2. Section 232.301 is revised to read as follows:
Sec. 232.301 EDGAR Filer Manual.
Filers must prepare electronic filings in the manner prescribed by
the EDGAR Filer Manual, promulgated by the Commission, which sets out
the technical formatting requirements for electronic submissions. The
requirements for becoming an EDGAR Filer and updating company data are
set forth in the updated EDGAR Filer Manual, Volume I: ``General
Information,'' Version 28 (July 2017). The requirements for filing on
EDGAR are set forth in the updated EDGAR Filer Manual, Volume II:
``EDGAR Filing,'' Version 42 (July 2017). All of these provisions have
been incorporated by reference into the Code of Federal Regulations,
which action was approved by the Director of the Federal Register in
accordance with 5 U.S.C. 552(a) and 1 CFR part 51. You must comply with
these requirements in order for documents to be timely received and
accepted. The EDGAR Filer Manual is available for Web site viewing and
printing; the address for the Filer Manual is https://www.sec.gov/info/edgar/edmanuals.htm. You can obtain paper copies of the EDGAR Filer
Manual from the following address: Public Reference Room, U.S.
Securities and Exchange Commission, 100 F Street NE., Washington, DC
20549, on official business days between the hours of 10:00 a.m. and
3:00 p.m. You can also inspect the document at the National Archives
and Records Administration (NARA). For information on the availability
of this material at NARA, call 202-741-6030, or go to: https://www.archives.gov/federal_register/code_of_federal_regulations/ibr_locations.html.
Dated: July 6, 2017.
By the Commission.
Brent J. Fields,
Secretary.
[FR Doc. 2017-15862 Filed 7-27-17; 8:45 am]
BILLING CODE 8011-01-P