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American Bankers Association (7)
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324359047
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American Bankers Association (7)
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Arthur F. Burns Papers
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The original documents are located in Box B1, folder "American Bankers Association (7)" of the Arthur F. Burns Papers at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Gerald R. Ford donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. WILLIS ALEXANDER Date 4-29-75 Dr. Burns - this telegram was delivered to each member of Congress this morning. Willin FORD i LIBRARY GERALD THE AMERICAN BANKERS ASSOCIATION April 28, 1975 Please send following text to all members of U.S. House of Representatives and all members of United States Senate: Frankly, we are concerned. The confidence so necessary for economic recovery and the resulting job creation we all seek requires a commitment by the Congress to a return to budgetary balance when the nation's level of economic activity recovers. This commitment would provide assurance that expenditure priorities will be achieved within the limitations of revenues available. Thoughtful Americans were heartened when the 93rd Congress passed the Congressional Budget and Impoundment Control Act. It provided reassuring evidence that the Congress recognized the need for improving its procedures for dealing with federal revenues and expenditures. The Act made it possible for the Congress to take an annual look at the total amount of federal revenues and expenditures for each fiscal year rather than considering each appropriation separately with little thought as to the final total cost. And even more significantly, the Act raised the prospect of a longer range commitment to balancing expenditures with revenues. While last year's rampant inflation was the result of several causes, many monetary theorists have identified the federal deficits in 15 of the last 16 years as the major driving force behind the inflationary trend toward excessive monetary expansion over the past decade. Your constituents no doubt have communicated their concern with repeated budget deficits. We feel the American public is gravely concerned that the current discussion of federal revenue and expenditure estimates for the FY 1976 seems to center solely on the size of the deficit which can be "safely" financed. GERALD FORD LIBRARY Page 2 Similarly, financial markets have begun to react negatively to the borrowing needs forecast by the huge deficit. To frame this discussion solely in terms of a deficit which can be accommodated by the market implies that the only limit upon expenditure should be the ability to borrow. It is rather widely recognized that sufficiently accommodative monetary policy can in a given period make possible financing a very large deficit. The risks of rekindling the inflationary spiral as this policy gradually works its way through the economic system are equally well known -- and equally feared. Moreover, it is impossible to predict precisely how large a deficit for FY 1976 can be accommodated without crowding out private sector credit demands or unacceptably raising interest rates, because there are so many variables. What then do we propose? We urge that the spending ceilings currently under discussion be further reduced to lower the expected deficit. Such action will have a positive psychological effect and will minimize the potentially disruptive market impact. We believe a target spending ceiling of $350 billion should be approved. In the absence of increased revenues this would result in a deficit of no more than $55 billion for fiscal year 1976. This action coupled with an expressed commitment to a balanced budget when economic activity recovers will provide the necessary credibility for the budget reform program the Congress is implementing and the Nation so desperately needs. George L. Whyel President, American Bankers Association Vice Chairman of the Board Genesee Merchants Bank and Trust Co. Flint, Michigan BERALD FORD LIBRARY 1975RPR 30 FEDERAL AM BOARD I. 50 OFFICE THE CHAIRMAN suari 03 nuged avad Internall ,Virallate oT agud add vd aboan antworted soliqui add 100 ad nso doldw statish A 10 ONIO) at vialos worrod 03 vititle and ad bluods noqu statt YIno add 3803 удазалов avisabommooos 3863 Vishiw at Il .3101196 agral YISV a gatenanti eldleeeq wise boling nevig a nt 083 votiog Vilenberg voting state 88 failue add gollbaties to exch adT bas - avent How Vilaups DIS modeye add riguosis Yew 831 afrov bezner Vileups statish a agral vod vissiserq solborq 03 sidissoqui at 11 siberts 303098 everying 300 galbworo ad ass arer TV sol Yasa oa 978 esada esuased subsent golater TO chamasb .esidaliav leangorq or ob nado ad noisswoolb Tobau agailies suibnequ add 18:13 вдти all avisleoq a avad IIIW notice hous .skollab add Tawol 03 becumes codern vilatinesoq add extminion Iilw bne Joshin ad bluods mollikd 0222 30 gatties gatbuaqa degras a evalled or .dosqui a nt gluest bfuow abdo beaseronk 10 sonsada orig aT .bevorqqe 1691 Insult 102 6011118 228 0003 BIOM on to 0751106 3egbud becausied a 03 insurance beaserque no date belquon nolice atdT TOT add obivorg Illw volvices atmonoos nedw 08 notsaM add bas al oris margorq ятохот 303bud add .abasa laydw and 93709D втяхной nestremA ,inobtant based odd 30 anothed) salV .00 JUST has almod asseneD negldolM ,Jutty Catherine GOVERNORS CHAIRMAN OF THE BOARD OF GOVERNORS OF SYSTEM FEDERAL RESERVE SYSTEM THE WASHINGTON, D.C. 20551 RESERVE May 5, 1975 Mr. Willis Alexander Executive Vice President American Bankers Association 1120 Connecticut Avenue, N.W. Washington, D. C. 20036 Dear Mr. Alexander: Your letter of April 17 and the accompanying copy of Mr. Lowrie's letter to Chairman Bomar reflect your Association's concern over the competitive effects of recent actions of the Federal Home Loan Bank Board. As a means of reestablishing a competitive balance, you urge the Board and the other bank regulators to remove the present interest rate differential on time and savings deposits. In addition, you request action to prescribe uniform interest rate ceilings for Individual Retirement Accounts and to remove the long- standing prohibition against commercial bank acceptance of corporate savings accounts. The Board recently rescinded its long-standing prohibition on telephone withdrawals from savings deposits and issued for comment proposed amendments to Regulation Q that would permit preauthorized withdrawals from savings deposits. The Board's staff is currently engaged in a review of the recent Individual Retirement Account legislation in order to assist the Board in considering whether changes in its regulations are appropriate to implement the purposes of this legislation and to facilitate the offering of these accounts by member banks. In addition, in response to recent requests, the staff is also reviewing the legal and policy issues relevant to the removal of the long-standing prohibition against corporate savings accounts. Numerous comments on these issues have been received by the Board in recent months, including your Association's letters of September 27, 1974 and March 18, 1975. The Board and the other Federal financial regulatory agencies recently reviewed interest rate differentials among commercial banks and thrift institutions during consideration of the status of public unit deposits. As you know, in November 1974, interest rate differentials GERALD FORD GBRARY Mr. Willis Alexander -2- were removed on time deposits of governmental units. It is expected that the appropriateness of maintaining interest rate differentials will again be discussed by the agencies during their consideration of possible regulatory amendments relating to Individual Retirement Accounts. Sincerely yours, Arthur F. Burns FORD & LIBRARY GERALD Mr Allison Mr. Axilred TEA (fx reply AMERICAN BANKERS ASSOCIATION 1120 CONNECTICUT AVENUE, N. W., WASHINGTON, D.C. 20036 EXECUTIVE VICE PRESIDENT WILLIS W. ALEXANDER 202/467-4211 April 17, 1975 'C: Partee O'lonne The Honorable Arthur F. Burns #1570 Chairman Board of Governors of the Federal Reserve System Washington, D. C. 20551 Dear Chairman Burns: Attached is a copy of our letter addressed to Chairman Bomar of the Federal Home Loan Bank Board documenting our judgment that the Board's actions in significantly expanding the powers and authorities of savings and loan associations is contrary to the goal of balanced financial reform and not in the public interest. The cumulative effect of the Federal Home Loan Bank Board's grants of expanded powers capped now by this week's decision by the Board to permit expanded entry into the consumer loan market (including unsecured lending authority) and the granting of unrestricted third-party payment powers virtu- ally eliminates, in the consumers' perception, the remaining substantive differences between banks and savings and loan associations. Our Association continues to believe that the proper approach for effecting such far reaching changes in powers of competing depository institu- tions is through congressional consideration of comprehensive reform. We understand that the Federal Reserve Board subscribes to this approach. The Financial Institutions Act offers this prospect. Desirable as this is in princi- pal, reality forces the recognition that these changes in the powers of financial institutions are being conferred by regulatory fiat. The existence of interest rate differentials between banks and thrift institutions on the rates they pay savers has long discriminated against bank savers. Continuance of rate differentials is becoming increasingly inequitable due to the changes in the relationship of powers between thrift institutions and banks. As a matter of public policy, this inequity to the consumer is indefensi- ble. We urge you to join with the other bank regulators, and hopefully Chairman Bomar, in eliminating this unfair competitive disparity. GERALD FORD CIBRARY THE AMERICAN BANKERS ASSOCIATION CONTINUING OUR LETTER OF April 17, 1975 SHEET No. 2 In the interim, while these discussions are under way, we request affirmative action on the matters of prescribing uniform interest ceilings for Individual Retirement Accounts, as outlined in our letter of March 18, 1975, and the removal of the archaic prohibition against commercial bank acceptance of corporate savings accounts, as raised with the Board in our letter of September 27, 1974. Swift correction of these disparities would be an encouraging sign that the Board recognizes the competitive significance of the Federal Home Loan Bank Board's actions. Sincerely yours, Millis alexanch Willis W. Alexander Executive Vice President CC: The Honorable George W. Mitchell The Honorable Henry C. Wallich The Honorable John E. Sheehan The Honorable Robert C. Holland The Honorable Jeffrey M. Bucher The Honorable Philip E. Coldwell Mr. Theodore E. Allison GERALE FORD VIBRABIA GOVERNMENT RELATIONS AMERICAN BANKERS ASSOCIATION 1120 CONNECTICUT AVENUE, N.W., WASHINGTON, D.C. 20036 EXECUTIVE DIRECTOR GERALD M. LOWRIE 202/467-4097 April 17, 1975 The Honorable Thomas R. Bomar Chairman Federal Home Loan Bank Board 320 First Street, N.W. Washington, D. C. 20552 Dear Chairman Bomar: The April 14 decision of the Federal Home Loan Bank Board to issue regulations authorizing savings and loan associations, regulated by the Board, to enter on a much-expanded basis -- the consumer lending market through service corporations and multiple savings and loan holding companies, coupled with the decision by the Board to allow unrestricted third-party transfer powers to the same institutions, has, in our judgment, finally and completely eroded any meaningful or significant differences between savings and loan associations and banks as these institutions are perceived and understood by the consumer. The significant expansion in the consumer service powers of savings and loan associations recently granted by the Board are, of course, a matter of record. Such powers range from expansion of savings and loan lending authority into unsecured consumer loans, mobile home financing, home appliance financing, etc., to enhancement of deposit accounts through regulations authorizing travelers' convenience withdrawals, negotiable certificates of deposit, and service as trustees of pension funds. Even as we are expressing these views on your April 14 decision, our Association is in the process of formulating a response to an invitation by your Board to comment on proposals which would further expand the powers of federal associations to make unsecured loans. Here again is still further evidence of the erosion of any justifiable reason for maintaining any differences between insti- tutions you regulate and those represented by our Association. On a number of occasions, our Association has suggested to the Board that the proper vehicle for effecting major changes in the relative powers or responsibilities of competing depository institutions is through congressional passage of comprehensive reform such as proposed in the Financial Institutions Act. The Board's decision to circumvent congressional consideration of finan- cial reform by implementing through unilateral action, those changes suggested THE AMERICAN BANKERS ASSOCIATION CONTINUING OUR LETTER OF April 17, 19 WASHINGTON, D.C. SHEET No. by the Act that are most beneficial for savings and loan associations, is a deci- sion that is not in the long term best interest of the American public or the depository institutions chartered to serve the public. Notwithstanding the view of this Association that the route the Board is pursuing is contrary to the overall public interest, in light of the Board's recent actions, we wish to suggest that the Board consider a companion action that we feel would promote and serve the public's right for equity and fairness. More specifically, we suggest that your Board actively support the elimina- tion of the discriminatory interest differential now imposed on commercial banks in the maximum rates they are permitted to pay their savers, as opposed to the higher rates institutions under your supervision may pay their savers. The historical reason for your Board's support of the maintenance of dif- ferentials has been that savings and loan associations lack the full range of consumer services offered by banks, and therefore need a rate advantage in order to remain competitive in attracting savers to their institutions as opposed to commercial banks. Your actions on Monday of this week completely and finally invalidate this argument which has, over the years, been used to justify and excuse the contin- uance of interest rate differentials. Bank savers, however, continue to be unfairly disadvantaged because the regulators involved -- your Board as well as the federal banking agencies -- have not confronted old theories with new facts. We suggest that failure to correct this abuse and denial of the rights and privileges of bank savings customers would be a gross injustice. We urge you, as the principal regulator behind the disruption of competitive balance among financial institutions to now exert your recognized leadership in the broader public interest -- savings depositors in all financial institutions -- rather than maintaining a narrow interest focused only on those institutions you regulate. We urge you to support, if not initiate, the removal of one of the few remaining relics of difference between banks and savings and loan institutions as perceived by most consumers interest rate differentials and allow the bank customer the fairness of treatment he has long been denied in attempting to obtain the maximum allowable rate of return on funds deposited in federally regulated financial insti- tutions. We look forward to your favorable consideration of our recommendation. Sincerely, CacaldLawnie Gerald M. Lowrie GERALD FORD LIBRARY Executive Director Government Relations AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL FEDERAL ADMINISTRATIVE COUNSEL AGENCY John J. Gill RELATIONS 202/467-4204 August 18, 1975 Mrs. Catherine Mallardi Secretary to Chairman Burns Board of Governors of the Federal Reserve System Washington, D. C. 20551 Dear Mrs. Mallardi: There is enclosed for your information a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that the Committee will be meeting in our offices at 1120 Connecticut Avenue, N.W. The Bender Building has another entrance on L Street, near 18th Street. Our Board Room is on the 7th Floor. The Committee will look forward, as usual, to meeting with Chairman Burns at 4:00 p.m. on Tuesday, October 21, 1975. I am also enclosing for Chairman Burns' information a list of the members of the Government Borrowing Committee. Sincerely, John Jr J. Gill GERALD FORD LIBRARY AGENDA GOVERNMENT BORROWING COMMITTEE American Bankers Association October 20, 21, & 22, 1975 Monday, October 20 6:00 p.m. 1/ Reception and Dinner International Club of Washington Wadsworth Room Tuesday, October 21 9:15 a.m. 2/ Committee meeting in Board Room (7th Floor) American Bankers Association 1120 Connecticut Avenue, N.W. 10:00 a.m. 3/ Committee to review slides in Room 2304 Treasury Building (15th Street Entrance) 11:00 a. m. 4/ Committee to meet with Undersecretary for Monetary Affairs, Mr. Ed Yeo, in Room 4426, Treasury Building, for backgrounding 12:30 p.m. 2/ Luncheon ABA Board Room 2:30 p.m. 2/ Committee to assemble in the ABA Board Room. Chairman Burns (Federal Reserve Board) will meet with the Committee at 4:00 p.m. 6:00 p.m. 1/ Reception and Dinner International Club of Washington Mediterranean Room Wednesday, October 22 8:45 a.m. 4/ Committee to report its recommendations to Secretary Simon and the Treasury Financing Group in Room 4426 of the Treasury Building 1/ 1800 K Street, N.W. (approximately a 2 block walk from The Mayflower Hotel). 2/ This location is on Connecticut Avenue across from The Mayflower Hotel. 3/ Treasury will use the regular projection room on the second floor in the S. W. corner corner of the building (corner facing the Mall and the White House). 4/ 4th floor Conference Room on west side of building near center elevators opposite White House. GERALD FORD LIBRARY GOVERNMENT BORROWING COMMITTEE Chairman: Robert M. Surdam Chairman and Chief Executive Officer National Bank of Detroit RPA Box 116 Detroit, Michigan 48232 Andrew Benedict Gabriel Hauge Chairman of the Board Chairman of the Board First American National Bank Manufacturers Hanover Trust P. 0. Box 1351 350 Park Avenue Nashville, Tennessee 37237 New York, New York 10022 Henry G. Blanchard William M. Jenkins Chairman of the Board Chairman Commercial National Bank of Kansas City Seattle-First National Bank P. 0. Box 1400 P.O. Box 3586 Kansas City, Kansas 66117 Seattle, Washington 98124 Alfred Brittain III Ben F. Love President Chairman and Chief Executive Officer Bankers Trust Company Texas Commerce Bank, N. A. P.O. Box 318, Church Street Station P. O. Box 2558 New York, New York 10015 Houston, Texas 77001 Robert E. Bryans C. Coleman McGehee Vice Chairman of the Board Chairman and Chief Executive Officer Walker Bank & Trust Company First and Merchants National Bank P. O. Box 1169 P. O. Box 27025 Salt Lake City, Utah 84142 Richmond, Virginia 23261 Willard C. Butcher Bruce M. Rockwell President President The Chase Manhattan Bank, N.A. Colorado National Bank of Denver One Chase Manhattan Plaza P.O. Box 5168, Terminal Annex Station New York, New York 10015 Denver, Colorado 81217 A. W. Clausen Ellmore C. Patterson President and Chief Executive Officer Chairman of the Board Bank of America, N.T. & S.A. Morgan Guaranty Trust Company P.O. Box 37000 23 Wall Street San Francisco, California 94137 New York, New York 10015 Richard P. Cooley John H. Perkins President and Chief Executive Officer President Wells Fargo Bank, N. A. Continental Illinois National Bank and Trust Co. P.O. Box 44000 231 South LaSalle Street San Francisco, California 94144 Chicago, Illinois 60693 Gaylord Freeman Howard C. Petersen Chairman of the Board Chairman of the Board The First National Bank The Fidelity Bank P.O. Box A Broad and Walnut Streets Chicago, Illinois 60670 Philadelphia, Pennsylvania 19109 GERALD FORD LIBRARY -2- Government Borrowing Committee Ex Officio D. Thomas Trigg Rex J. Morthland Chairman and Chief Executive Officer Chairman of the Board National Shawmut Bank of Boston The Peoples Bank and Trust Company of Selma P.O. Box 2176 P.O. Box 799 Boston, Massachusetts 02106 Selma, Alabama 36701 (Past President, ABA) ADVISORY MEMBERS D. Dean Kaylor George L. Whyel Senior Vice President Vice Chairman of the Board National Bank of Detroit Genesee Merchants Bank & Trust Company P.O. Box 1041A One East First Street Detroit, Michigan 48232 Flint, Michigan 48502 (President, ABA) Donald C. Miller Executive Vice President ABA Staff: Continental Illinois National Bank & Trust Co. 231 South LaSalle Street Hampton A. Rabon Chicago, Illinois 60693 Consultant (202-467-4200) Leland S. Prussia John J. Gill Executive Vice President and Cashier Director (202-467-4204) Bank of America, N.T. & S.A. P.O. Box 37000 Lawrence Banyas San Francisco, California 94137 Economic Consultant (202-467-4382) James R. Sheridan Gerald M. Lowrie, Executive Director Senior Vice President Government Relations (202-467-4097) North Carolina National Bank P.O. Box 120 William F. Ford, Executive Director Charlotte, North Carolina 28201 Research and Planning (202-467-4018) EX OFFICIO Willis W. Alexander Executive Vice President The American Bankers Association 1120 Connecticut Avenue, N.W. Washington, D. C. 20036 J. Rex Duwe President and Chairman The Farmers State Bank P.O. Box 305 Lucas, Kansas 67648 (President-Elect, ABA) W. Jarvis Moody President American Security & Trust Company 15th and Pennsylvania Ave. N.W. Washington, D. C. 20013 (Chairman, ABA Savings Bonds Committee) July 1975 GERALD FORD LIBRARY BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM 1975OCT -6 AM 10: 38 THE AMERICAN BANKERS ASSOCIATION 1120 CONNECTICUT AVENUE, N. W., WASHINGTON, D.C. 20036 OFFICE OF THE CHAIRMAN WILLIS W. ALEXANDER EXECUTIVE VICE PRESIDENT October 3, 1975 Dear Dr. Burns: You are cordially invited to a reception honoring our new President, J. Rex Duwe, of Lucas, Kansas, on Tuesday evening, October 21, from 5:30 P.M. to 7:30 P.M., at the Decatur House, Jackson Place and H Streets, N.W., Washington (LaFayette Square entrance). Please telephone your response to Miss Murray or Miss McGowan at 467-4212. Sincerely, Willi Alexanch The Honorable Arthur F. Burns Chairman Board of Governors of the Federal Reserve System Federal Reserve Board Washington, D. C. 20551 FORD is LIBRARY GERALD yes - if truible - Ad no - Called tent October 28, 1975 Chairman Burns Request of American Bankers Association relating to new call John D. Hawke, Jr. report forms ACTION REQUESTED: Approval of the attached letter (Attachment A) responding to a request from the American Bankers Association (Attachment B) asking for additional time to comment on the new form of "call" report being proposed by the Board and the other banking agencies. The ABA also asks that the Board abandon any effort to make these new forms effective as of December 31, 1975. DISCUSSION: On October 1, 1975, the Board, the FDIC and the Comptroller of the Currency published for comment a new proposed form of "call" report. The proposal covers both a "universal" report of income and condition that would be filed by all banks, as well as certain detailed supplemental schedules to be filed only by large banks. The Board's release stated that comments would be received until November 1, 1975. This reflects the Board's decision that the new form should be made effective as of December 31, 1975. The ABA contends that this does not allow them sufficient time to formulate comments on the proposal, and has asked that the comment period be extended for an additional 30 days. The attached letter reiterates the Board's objective of having the forms effective as of year end, and rejects the request for an extension of the comment period. The draft suggests the possibility, however, that certain of the detailed supplemental schedules to be required from large banks may be deferred. In addition, the draft indicates that the Board will consider comments from the ABA after November 1, so long as they are received prior to the final adoption of the new forms. Governor Mitchell and Mr. Sigel participated in the preparation of this draft. Attachments BERRAD FORD LIGRARY October 28, 1975 Mr. Gerald M. Lowrie Executive Director Government Relations American Bankers Association 1120 Connecticut Avenue, N. W. Washington, D. C. 20036 Dear Mr. Lowrie: I am writing in response to your letter of October 20, 1975, requesting an extension, until November 30, 1975, of the date for submitting comments on the revised forms for income and condition reports being proposed by the Board of Governors and the other Federal banking agencies. You also request that the Board not attempt to make the new forms effective for the 1975 year-end reports. The new report forms are the result of joint efforts by the banking agencies to resolve difficult questions of disclosure relating to the condition and operations of banks. The Board believes that it is important to afford some certainty with respect to these disclosure questions at the earliest possible time. For that reason the Board decided to have the new forms adopted in time to be used for the December 31, 1975, call. In order to achieve this objective, the Board found it necessary to provide that comments be submitted by November 1. While we want to continue to strive to meet the present schedule, I can assure you that the Board will consider any comments the Association may submit, even after November 1, so long as they are received before the Board takes action. The Board recognizes that certain of the detailed schedules that are being proposed for large banks, as supplements to the "universal" income and condition reports, may present reporting banks with immediate problems of information retrieval. While we do not at present believe it is to delay the adoption of the "universal" income and condition report forms, we would give serious GERALD FORD LIBRARY Mr. Gerald M. Lowrie -2- consideration to any suggestions that the American Bankers Association, or its members, may have with respect to the filing date or the effective date of certain of the large bank supplemental schedules. Sincerely yours, (signed) Arthur F. Burns JDH:red FORD & QERALI LIBRARY (Then AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL FEDERAL ADMINISTRATIVE COUNSEL AGENCY John J. Gill RELATIONS 202/467-4204 December 16, 1975 back Mrs. Catherine Mallardi Secretary to Chairman Burns Board of Governors of the Federal Reserve System Washington, D. C. 20051 Dear Mrs. Mallardi: There is enclosed for your information a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that the Committee will be meeting in our offices at 1120 Connecticut Avenue, N.W. The Bender Building has another entrance on L Street, near 18th Street. Our Board Room is on the 7th Floor. The Committee will look forward, as usual, to meeting with Chairman Burns at 3:30 p.m. on Monday, January 26, 1976. I am also enclosing for Chairman Burns' information a list of the members of the Government Borrowing Committee. Sincerely, Jan John J. Gill BERALD FORD LIBRARY AGENDA GOVERNMENT BORROWING COMMITTEE American Bankers Association January 26, 1976 7:30 a.m. Committee Meeting (7th Floor Board Room) Continental Breakfast American Bankers Association 1120 Connecticut Avenue, N.W. 8:00 a. m. Committee to review slides Treasury Building 15th and Pennsylvania Avenues, N.W. 8:45 a. m. Committee briefing Treasury Building 15th and Pennsylvania Avenues, N.W. 12:00 p.m. Luncheon ABA Board Room 5:00 p.m. Committee to report its recommendations to Secretary Simon and the Treasury Financing Group Treasury Building 15th and Pennsylvania Avenues, N.W. GENALD FORD LIBNARY 1975-1976 GOVERNMENT BORROWING COMMITTEE ROSTER Chairman: Willard C. Butcher President The Chase Manhattan Bank, N.A. One Chase Manhattan Plaza New York, NY 10015 A. Robert Abboud Richard P. Cooley Deputy Chairman of the Board President and Chief Executive Officer The First National Bank of Chicago Wells Fargo Bank, N.A. One First National Plaza Post Office Box 44000 Chicago, IL 60670 San Francisco, CA 94144 Andrew Benedict Gabriel Hauge Chairman of the Board Chairman of the Board First American National Bank Manufacturers Hanover Trust Post Office Box 1351 350 Park Avenue Nashville, TN 37237 New York, NY 10022 Henry G. Blanchard William M. Jenkins Chairman of the Board Chairman Commercial National Bank of Kansas City Seattle-First National Bank Post Office Box 1400 Post Office Box 3586 Kansas City, KS 66117 Seattle, WA 98124 Guy W. Botts D. Dean Kaylor (Advisory Member) Chairman of the Board Senior Vice President Barnett Bank of Jacksonville, N. A. National Bank of Detroit Post Office Box West Bay Station Post Office Box 1041A Jacksonville, FL 32203 Detroit, MI 48232 Alfred Brittain, III Ben F. Love President Chairman and Chief Executive Officer Bankers Trust Company Texas Commerce Bank, N.A. Post Office Box 318 Post Office Box 2558 Church Street Station Houston, TX 77001 New York, NY 10015 C. Coleman McGehee William A. Carpenter Chairman and Chief Executive Officer President First and Merchants National Bank Whitney National Bank of New Orleans Post Office Box 27025 Post Office Box 61260 Richmond, VA 23261 New Orleans, LA 70161 Donald C. Miller (Advisory Member) A. W. Clausen Executive Vice President President and Chief Executive Officer Continental Illinois National Bank & Trust Company Bank of America, NT. & S. A. 231 South LaSalle Street Post, Office Box 37000 Chicago, IL 60693 San Francisco, CA 94137 GERALD FORD LIBRABY Ellmore C. Patterson EX OFFICIO MEMBERS Chairman of the Board Morgan Guaranty Trust Company Willis W. Alexander 23 Wall Street Executive Vice President New York, NY 10015' American Bankers Association 1120 Connecticut Avenue, N.W. John H. Perkins Washington, DC 20036 President Continental Illinois National Bank & Trust Company 231 South LaSalle Street Hovey S. Dabney President and Chairman of the Board Chicago, IL 60693 National Bank and Trust Company Post Office Box 711 Howard C. Petersen Charlottesville, VA 22902 Chairman of the Board The Fidelity Bank (Chairman, ABA Savings Bond Committee) Broad and Walnut Streets Philadelphia, PA 19109 J. Rex Duwe President and Chairman J Leland S. Prussia (Advisory Member) The Farmers State Bank Executive Vice President and Cashier Post Office Box305 Bank of America N. T. & S. A. Lucas, KS 67648 Post Office Box 37000 (President, ABA) San Francisco, CA 94137 W. Liddon McPeters Bruce M. Rockwell President President The Security Bank Colorado National Bank of Denver Post Office Box 1439 Post Office Box 5168 Corinth, MS 38834 Terminal Annex Station (President-Elect, ABA) Denver, CO 81217 George L. Whyel James R. Sheridan (Advisory Member) Vice Chairman of the Board Senior Vice President Genesee Merchants Bank & Trust Company North Carolina National Bank One East First Street Post Office Box 120 Flint, MI 48502 Charlotte, NC 28255 (Past President, ABA) D. Thomas Trigg Chairman and Chief Executive Officer National Shawmut Bank of Boston Post Office Box 2176 Boston, MA 02106 FORD is LIBRARY 9ERALD AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ab X ASSOCIATION 20036 allergen FEDERAL ADMINISTRATIVE COUNSEL John J. Gill 202/467-4204 February 26, 1976 Mrs. Catherine Mallardi Secretary to Chairman Burns Board of Governors of the Federal Reserve System 20th and Constitution Avenue, N.W. Washington, D. C. 20551 Dear Mrs. Mallardi: There is enclosed for your information a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that the Committee will be meeting in our offices at 1120 Connecticut Avenue, N.W. The Bender Building also has an entrance on L Street, near 18th Street. Our Board Room is on the 7th Floor. The Committee will look forward, as usual, to meeting with Chairman Burns at 4:00 p.m. on Tuesday, April 27, 1976. 330 I am also enclosing for Chairman Burns' information a roster of the members of the Government Borrowing Committee. Sincerely, John John J. Gill GERALD FORD LIBRARY GOVERNMENT BORROWING COMMITTEE AMERICAN BANKERS ASSOCIATION April 26-28, 1976 AGENDA Monday, April 26 6:00 p.m. Reception and Dinner Wadsworth Room International Club of Washington Tuesday, April 27 9:00 a.m. Business Meeting ABA Board Room 10:00 a.m. Slide Presentation Treasury Building 11:00 a.m. Briefing Session Treasury Building 12:30 P. m. Luncheon ABA Board Room 4:00 p.m. Briefing Session with Chairman Burns Board of Governors of the Federal Reserve System ABA Board Room 6:00 p.m. Reception and Dinner Mediterranean Room International Club of Washington Wednesday, April 28 9:45 a.m. Presentation of Committee Report Treasury Building International Club 1800 K Street, N.W.; Washington - L Street entrance ABA Board Room - 1120 Connecticut Avenue, N.W., Washington - 7th Floor Treasury Building - 15th and Pennsylvania Avenue, N.W., Washington Rooms to be announced at the meeting FORD is GERALD LIBRARY 1975-1976 GOVERNMENT BORROWING COMMITTEE ROSTER Chairman: Willard C. Butcher President The Chase Manhattan Bank, N.A. One Chase Manhattan Plaza New York, NY 10015 A. A. Robert Abboud Chairman of the Board D. Dean Kaylor (Advisory Member) Senior Vice President The First National Bank of Chicago National Bank of Detroit One First National Plaza Post Office Box 1041A Chicago, IL 60670 Detroit, MI 48232 Andrew Benedict Chairman of the Board Ben F. Love First American National Bank Chairman and Chief Executive Officer Post Office Box 1351 Texas Commerce Bank, N.A. Nashville, TN 37237 Post Office Box 2558 Houston, TX 77001 Henry G. Blanchard Chairman of the Board C. Coleman McGehee Commercial National Bank of Kansas City Chairman and Chief Executive Officer Post Office Box 1400 First and Merchants National Bank Kansas City, KS 66117 Post Office Box 27025 Richmond, VA 23261 Guy W. Botts Chairman of the Board Donald C. Miller (Advisory Member) Barnett Bank of Jacksonville, N.A. Executive Vice President Post Office Box West Bay Station Continental Illinois National Bank and Jacksonville, FL 32203 Trust Company 231 South LaSalle Street William A. Carpenter Chicago, IL 60693 President Whitney National Bank of New Orleans Philip H. Nason Post Office Box 61260 Chairman of the Board New Orleans, LA 70161 The First National Bank of St. Paul 332 Minnesota Street A. W. Clausen St. Paul, MN 55101 President and Chief Executive Officer Bank of America, N.T. & S.A. Post Office Box 37000 Ellmore C. Patterson San Francisco, CA 94137 Chairman of the Board Morgan Guaranty Trust Company Richard P. Cooley 23 Wall Street President and Chief Executive Officer New York, NY 10015 Wells Fargo Bank, N.A. Post Office Box 44000 John H. Perkins San Francisco, CA 94144 President Continental Illinois National Bank and William B. Eagleson, Jr. Trust Company Chairman of the Board and President 231 South LaSalle Street Girard Bank Chicago, IL 60693 Girard Plaza Philadelphia, PA 19101 Howard C. Petersen Chairman of the Board The Fidelity Bank Broad and Walnut Streets FORD is LIBRARY 07VHF9 Philadelphia, PA 19109 Leland S. Prussia (Advisory Member) ABA STAFF Executive Vice President and Cashier Bank of America, N.T. & S.A. Post Office Box 37000 John J. Gill, Federal Administrative Counsel (202) 467-4200 San Francisco, CA 94137 Bruce M. Rockwell Lawrence Banyas, Senior Consultant President (202) 467-4382 Colorado National Bank of Denver Post Office Box 5168 Gerald M. Lowrie, Executive Director Terminal Annex Station Government Relations (202) 467-4097 Denver, CO 81217 James R. Sheridan (Advisory Member) Senior Vice President EX OFFICIO MEMBERS North Carolina National Bank Post Office Box 120 Willis W. Alexander Charlotte, NC 28255 Executive Vice President American Bankers Association D. Thomas Trigg 1120 Connecticut Avenue, N.W. Chairman and Chief Executive Officer Washington, D. C. 20036 National Shawmut Bank of Boston Post Office Box 2176 Hovey S. Dabney Boston, MA 02106 President and Chairman of the Board National Bank and Trust Company VTH Thomas R. Wilcox Post Office Box 711 Chairman of the Board Charlottesville, VA 22902 Crocker National Bank (Chairman, Savings Bond Committee) Post Office Box 38000 San Francisco, CA 94138 J. Rex Duwe President and Chairman The Farmers State Bank Post Office Box 305 Lucas, KS 67648 (President, ABA) W. Liddon McPeters President The Security Bank Post Office Box 1439 Corinth, MS 38834 (President-Elect, ABA) George L. Whyel Vice Chairman of the Board Genesee Merchants Bank & Trust Company One East First Street Flint, MI 48502 (Past President, ABA) BERALD FORD LIBRARY AMERICAN 1120 Connecticut Avenue. N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL ab FEDERAL ADMINISTRATIVE COUNSEL AGENCY John 1. Gill RELATIONS 202/467-4204 June 25, 1976 Mrs. Catherine Mallardi Secretary to Chairman Burns Board of Governors of the Federal Reserve System 20th & Constitution Avenue, N.W. Washington, DC 20551 Dear Mrs. Mallardi: There is enclosed for your information a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that the Committee will be meeting in our offices at 1120 Connecticut Avenue, N.W. The Bender Building also has an entrance on L Street, near 18th Street. Our Board Room is on the 7th floor. The Committee will look forward, as usual, to meeting with Chairman Burns at 3:30 p.m. on Tuesday, July 27, 1976. I am also enclosing for Chairman Burns' information, a roster of the members of the Government Borrowing Committee. Sincerely, JohnJ Giel John J. Gill JJG:pl Enclosure Dev. atterded FORD 3 LIBRARY 038870 KCB GOVERNMENT BORROWING COMMITTEE AMERICAN BANKERS ASSOCIATION JULY 26-27, 1976 REVISED AGENDA Monday, July 26, 1976 6:00 p.m. Reception and Dinner Wadsworth International Club Tuesday, July 27, 1976 8:30 a.m. Business Meeting ABA Board Room 9:00 a.m. Slide Presentation Room to be announced Treasury Building 10:00 a.m. Briefing Session Room to be announced Treasury Building 12:30 p.m. Luncheon ABA Board Room 5:00 p.m. Presentation of Committee Report Room to be announced Treasury Building International Club - 1800 K Street, NW, Washington, DC, L Street entrance ABA Board Room - 1120 Connecticut Avenue, NW, Washington, DC, 7th Floor Main Treasury Building 15th Street & Pennsylvania Avenue, NW Washington, DC - rooms to be announced at a later time GERHAD FORD 1975-1976 GOVERNMENT BORROWING COMMITTEE ROSTER Chairman: Willard C. Butcher President The Chase Manhattan Bank, N.A. One Chase Manhattan Plaza New York, NY 10015 A. Robert Abboud William B. Eagleson, Jr. Chairman of the Board Chairman of the Board & President The First National Bank of Chicago Girard Bank One First National Plaza Girard Plaza Chicago, IL 60670 Philadelphia, PA 19101 Andrew Benedict D. Dean Kaylor (Advisory Member) Chairman of the Board Senior Vice President First American National Bank National Bank of Detroit P. 0. Box 1351 P. O. Box 1041A Nashville, TN 37237 Detroit, MI 48232 Henry G. Blanchard Ben F. Love Chairman of the Board Chairman & Chief Executive Officer Commercial National Bank of Kansas City Texas Commerce Bank, N.A. P. 0. Box 1400 P. O. Box 2558 Kansas City, KS 66117 Houston, TX 77001 Guy W. Botts C. Coleman McGehee Chairman of the Board Chairman & Chief Executive Officer Barnett Bank of Jacksonville, N.A. First & Merchants National Bank P. 0. Box West Bay Station P. O. Box 27025 Jacksonville, FL 32203 Richmond, VA 23261 William A. Carpenter Donald C. Miller (Advisory Member) President Executive Vice President Whitney National Bank of New Orleans Continental Illinois National P. 0. Box 61260 Bank & Trust Company New Orleans, LA 70161 231 South LaSalle Street Chicago, IL 60693 A. W. Clausen President & Chief Executive Officer Philip H. Nason Bank of America, N.T. & S.A. Chairman of the Board P. O. Box 37000 The First National Bank of St. Paul San Francisco, CA 94137 332 Minnesota Street St. Paul, MN 55101 James H. Higgins Chairman Ellmore C. Patterson Mellon Bank, N.A. Chairman of the Board Mellon Square Morgan Guaranty Trust Company Pittsburgh, PA 15230 23 Wall Street New York, NY 10015 FORD GERALD LIBRARY John H. Perkins ABA Staff President Continental Illinois National John J. Gill, Federal Administrative Bank & Trust Company Counsel 231 South LaSalle Street 202-467-4200 Chicago, IL 60693 Lawrence Banyas, Senior Consultant Howard C. Petersen 202-467-4382 Chairman of the Board The Fidelity Bank Gerald M. Lowrie, Executive Director Broad & Walnut Streets Goverment Relations Philadelphia, PA 19109 202-467-4097 Leland S. Prussia (Advisory Member) Executive Vice President & Cashier Bank of America, N.T. & S.A. Ex Officio Members P. O. Box 37000 San Francisco, CA 94137 Willis W. Alexander Executive Vice President Bruce M. Rockwell American Bankers Association President 1120 Connecticut Avenue, NW Colorado National Bank of Denver Washington, DC 20036 P. O. Box 5168 Terminal Annex Station Hovey S. Dabney Denver, CO 81217 President & Chairman of the Board National Bank & Trust Company James R. Sheridan (Advisory Member) P. O. Box 711 Senior Vice President Charlottesville, VA 22902 North Carolina National Bank (Chairman, Savings Bond Committee P. O. Box 120 Charlotte, NC 28255 J. Rex Duwe President & Chairman D. Thomas Trigg The Farmers State Bank Chairman & Chief Executive Officer P. O. Box 305 National Shawmut Bank of Boston Lucas, KS 67648 P. O. Box 2176 (President, ABA) Boston, MA 02106 W. Liddon McPeters Thomas R. Wilcox President Chairman of the Board The Security Bank Crocker National Bank P. O. Box 1439 P. O. Box 38000 Corinth, MS 38834 San Francisco, CA 94138 (President-Elect, ABA) George L. Whyel Vice Chairman of the Board Genesee Merchants Banks & Trust Company One East First Street Flint, MI 48502 GERALD FORD ( BRARY (Past President, ABA) AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL FEDERAL ADMINISTRATIVE COUNSEL AGENCY John J. Gill RELATIONS 202/467-4204 December 20, 1976 Mrs. Catherine Mallardi Administrative Assistant to Chairman Burns Board of Governors of the Federal Reserve System 20th Street & Constitution Avenue, N. W. Washington, D. C. 20551 Dear Mrs. Mallardi: Enclosed for your information is a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that the Committee will be meeting in our offices at 1120 Connecticut Avenue, N. W. The Bender Building also has an entrance on L Street, near 18th Street. Our Board Room is on the 7th Floor. The Committee will look forward to meeting with Chairman Burns, as usual, at 3:30 p.m. on Tuesday, January 25, 1977. Sincerely, John Shel John J. Gill se JJG:bc Encl. GERALD R. FORD GOVERNMENT BORROWING COMMITTEE AMERICAN BANKERS ASSOCIATION JANUARY 24-25, 1977 AGENDA Monday, January 24, 1977 6:00 p.m. Reception and Dinner Conference Room International Club Tuesday, January 25, 1977 8:30 a.m. Business Meeting ABA Board Room 9:00 a.m. Slide Presentation Projection Room, #2334 Treasury Building 10:00 a.m. Briefing Session Room 4426 Treasury Building 12:30 p.m. Luncheon ABA Board Room 3:30 p.m. Committee Briefing with Chairman Burns of the Federal Reserve System ABA Board Room 5:00 p.m. Presentation of Committee Report Room 4426 Treasury Building International Club -- 1800 K Street, N. W., Washington, D. C., L Street entrance ABA Board Room -- 1120 Connecticut Ave., N. W., Washington, D. C., 7th Floor Main Treasury Building -- 15th Street & Pennsylvania Avenue, N.W., Washington, D. C. GERALD AMERRIT R. FORD AMERICAN 1120 Connecticut Avenue, N.W., BANKERS Washington, D.C. ASSOCIATION 20036 EXECUTIVE VICE PRESIDENT Willis W. Alexander 202/467-4211 February 14, 1977 The Honorable Arthur F. Burns Chairman # 153 Board of Governors of the Federal Reserve System Federal Reserve Building Washington, D.C. 20551 Dear Dr. Burns: Our officers join me in extending an invitation for you to address 350 banking leaders assembled at the Capitol Hilton here in Washington on Thursday afternoon, February 24 at 2:30 P.M. It would be particularly appropriate if you could deal with the various elements of change proposed by the Federal Reserve Staff Study recently forwarded to the Congress. A talk of approximately thirty minutes duration with an opportunity for questions for fifteen minutes would be ideal, if it is compatible with your inclina- tion and time schedule. A word about this group is, I think, appropriate. It includes ABA's 88-member Govern- ment Relations Council (the group with primary responsibility for our legislative pos- ture), ABA's Board of Directors, ABA's 150-member Governing Council (bankers elected by their peers from the states) and finally, the President and staff executive of each of the fifty state bankers associations. It should be noted that more than half of the bankers assembled are from community banks. The purpose of this meeting is to seek a consensus on the various elements of change in the powers and regulation of America's financial institutions, which will place the American Bankers Association in a position to help manage this change in the public in- terest. This is a lofty goal but to seek less for banking and its customers would be unfair to America's banks. I hope this gives you a feel for the importance of this meeting and the objective we have established. Your discussion of the realities of today's environment with these banking leaders is most important. Senator McIntyre will open this meeting with a luncheon address and we plan in addition to the subjects raised by the Federal Reserve Staff Study, to consider the issues posed by the National Commission on Electronic Fund Transfers preliminary report to the Congress, as well as the credit unions' quest for expanded powers. We all believe, Dr. Burns, that your presence at this meeting would significantly affect its outcome. We look forward to hearing that you will accept this invitation. Sincerely, OFFICE Willi BERALD FORD 00 :2 Wd 11 SYSTEM HESERT FEDERAL colled and BOARD OF GOVERNORS 2/22/77 Outline for Talk by Chairman Burns on February 24 before ABA Government Relations Committee I. Our financial system has been moving toward payment of interest on transactions balances. Process has accelerated in recent years in large part through pressures originating with thrift institutions and states. A. Milestones in this process were: 1. September 1970--S&L's permitted to make preauthorized non-negotiable transfers from savings accounts for household-related expenditures. 2. June and September 1972--State-chartered mutual savings banks first in Massachusetts and then in New Hampshire w dad began offering NOW accounts. - and alons wh. inter you 3. January 1974--Congress authorized all depository institu- tions in Massachusetts and New Hampshire (except credit dijn't unions) to offer NOW accounts. 4. January 1974--First customer bank communication terminals binter- win installed in supermarkets by an S&L, permitting use of savings account to pay for merchandise. 5. Early 1974 on--Money market funds became more important; dirs in many cases shareholders can write checks against accounts. 6. August 1974--Credit union share drafts permitted + (similar to NOW accounts). GERALD R. FORD -2- 7. November 1974--Commercial banks authorized to accept savings deposits from state and local governments (matching authority at thrifts). 8. April 1975--Telephone transfer from savings accounts to demand deposits authorized for commercial banks (matching similar authority for thrift institutions). 9. April 1975-S&L's given authority to make preauthorized third party non-negotiable transfers for any purpose. 10. September 1975--Similar authority granted to banks. a alms 11. November 1975--Banks authorized to offer savings accounts to businesses, up to $150,000 per customer per bank. 12. February 1976--Federal legislation authorizing NOW Tynan accounts in remainder of New England the N.Y. B. Banks have also competed by offering checking and other z) services below cost; thus pay implicit interest on demand deposits. wale desmt C. Movement toward explicit interest on transactions balances store ,dn has eroded old distinctions between demand and other deposits, w altered competitive relationship among institutions--more so in some regions of the country than in others--and appears to be gaining momentum. In practice, irreversible. II. We have an opportunity to guide the evolution of the monetary system, rather than to continue with piece-meal, costly, and inequitable process by which interest is coming to be paid on demand balances. Our thinking is going along the following line. BERALD FORD -3- A. Extend NOW accounts nationwide. 1. Logical extension of recent innovations and developments. 2. Limit only to households (rather than households and nonprofit as in New England). 3. Have lower reserve requirement than demand deposits, thus easing cost burden. bal B. Establish an interest rate ceiling with no differential between banks and other institutions--on NOW accounts (as 3 well as Credit Union share drafts). 1. Needed to moderate transitional pressures on financial system. 2. Because of highly sensitive role of demand and other transactions deposits in monetary policy, Federal Reserve best given authority over ceiling rate, in consultation with other interested agencies. b 3. Ceiling should be somewhat lower than the 5 per cent that currently prevails in New England. C. Provide for a one or two year delay in the effective date for nationwide NOW accounts following enactment. 2 1. Moderate transitional pressures by enabling banks to plan more effectively such adjustments as may be necessary in service charges on checks, fees for other banking services, marketing strategy, dirb computer programs. FORD is LIBRARY GERALD -4- 2. Provide states with ample time to make complementary regulatory or legislative changes. D. Apply reserve requirements set by the Federal Reserve to transactions balances at all institutions. 1. Extends System reserve requirements to demand deposits and NOW accounts at nonmember commercial banks, mutual savings banks, S&L's, and credit unions. 2. Promotes competitive balance. 3. Helps assure effective implementation of monetary policy. E. Permit interest to be paid on all required reserve balances maintained at Federal Reserve Banks, with the interest rate to be established by the Board. b 1. Reduce competitive disadvantage of member banks. a. Erosion in membership is potentially serious problem for soundness of banking system. b. In the absence of universal reserve requirements, member- ship loss threatens effectiveness of monetary policy. 2. Helps offset cost of interest on transactions balances (though would pay interest on all reserves of member banks, whether held against demand or time and savings deposits). 3. Must consider level of interest rate on reserves carefully in relation to impact on Treasury revenue, needs of small and large banks, and pricing policy for Federal Reserve services. GERALD FORD F. Lower ranges within which reserve requirements can be adjusted and eliminate distinction between reserve city and other banks. -5- 1. Permit us overtime to undo excessively complicated graduated reserve requirement on demand deposits (with average level of requirements substantially reduced as move toward more uniform requirement by deposit size). 2. Permit lower requirements on time and savings deposits, particularly those not closely involved in transactions. III. I am not asking for your approval of this program at this time. I am only asking that you do not jump to conclusions. A. We are sensitive to potential effects on bank costs and profitability, and therefore on the ability of banks to continue financing our nation's economic growth. B. But believe that we have balanced program that will minimize transitional costs of inevitable movement toward payment of interest on a broader range of deposits. C. Would welcome your suggestions and comments on these difficult and complex issues. my Um thinking wnu mismor the JAY but trught smithing mh- LBM - - ab L layren FORD is GERALD + AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL FEDERAL ADMINISTRATIVE COUNSEL AGENCY John J. Gill RELATIONS 202/467-4204 4200 March 16, 1977 Mrs. Catherine Mallardi Administrative Assistant to Chairman Burns Board of Governors of the Federal Reserve System 20th Street & Constitution Avenue, N.W. Washington, D. C. 20551 Dear Mrs. Mallardi: Enclosed for your information is a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that the Committee will be meeting in the Board Room on the 7th Floor of our offices at 1120 Connecticut Ave., N.W. The Committee will look forward to meeting with Chairman Burns, as usual, at 3:30 p.m. on Tuesday, April 26, 1977. Sincerely, John J. Gill JJG:bc Encl. FORD is LIBRARY GERALD GOVERNMENT BORROWING COMMITTEE AMERICAN BANKERS ASSOCIATION April 25-26, 1977 AGENDA Monday, April 25, 1977 6:30 p.m. Reception and Dinner Conference Room International Club Tuesday, April 26, 1977 8:30 a.m. Business Meeting ABA Board Room 9:00 a.m. Slide Presentation Treasury Building (room to be announced) 10:00 a.m. Briefing Session Treasury Building (room to be announced) 12:30 p.m. Luncheon ABA Board Room 3:30 p.m. Committee Briefing with Chairman Burns of the Federal Reserve System ABA Board Room 5:00 p.m. Presentation of Committee Report Treasury Building (room to be announced) International Club -- 1800 K Street, N.W., Washington, D.C., L Street entrance ABA Board Room : - - 1120 Connecticut Ave., N.W., Washington, D.C., 7th Floor Main Treasury Building -- 15th Street & Pennsylvania Ave., N.W., Washington, D.C. FORD & LIBRARY GERALD / EXCERPT FROM REPORT OF GOVERNMENT RELATIONS COMMITTEE ASSOCIATION OF RESERVE CITY BANKERS APRIL 4, 1977 GERALD LIBRARY FORD At its meeting yesterday, the Committee dealt principally with the question of interest on demand deposits. The first question addressed by the Committee was the probability of legislation. The consensus was that payment of interest on demand deposits as such is inevitable in the long run; that proposals to provide for the payment of such interest are almost certain to be introduced in the Congress in the near future; that the most likely form of the proposed legislation is that set forth by Federal Reserve Board Chairman Burns on various recent occasions (and confirmed at Saturday evening's session); and that while the "package" advanced by Chairman Burns should not be assumed to be certain of passage, the Committee should pro- ceed to consider each specific element of that package in order to identify, and form conclusions on, those which are likely to be of special concern to members of the Association. (continued) Report of Government Relations Committee --3 ARCB, Phocnix, Arizona, April 4, 1977 The import of the Committee's decision to proceed in this fashion did not reflect a formal approval, or disapproval, of the payment of interest on demand deposits, or of the package anticipated from the Federal Reserve. Rather, it reflected the pragmatic conclusion that to defer consideration, or to contem- plate outright opposition to the strong trends now underway, would preclude. the Association from playing the role it should in shaping the policy of the American Bankers Association and the course of future legislation. DERALD FORD CroRABY The Committee focussed its attention on five key elements of the legislative proposal anticipated from the Federal Reserve Board. The remainder of my report, therefore, will present the views of the Committee on each of these items. FIRST "NOW" accounts will be proposed for all depository institutions, including credit unions, with access to such accounts limited to "households". The Committee recognized that the NOW account- a savings account against which checks can be drawn--is in reality a special form of payment of interest on demand deposits, and in itself is likely to be considered a transitional step toward the payment of interest, eventually, on all demand accounts. A minority of the Committee endorsed the idea of paying interest on all regular checking accounts rather than devising a new instrument (i. e. the NOW) to accomplish the same purpose. However, a majority of the Committee agreed with the view that, if demand deposit interest were to become a reality, the first and most probable step would be via the NOW account. This conclusion by the Committee constituted neither approval or disapproval of the concept of the NOW account, on which opinion was mixed but generally unfavorable, but rather acceptance of the idea that the NOW constituted the most likely transitional step. The Committee was further of the view that NOW accounts should be the only interest-bearing transactional account in any depository institution. SECOND The anticipated legislation will include a provision for establishing a uniform ceiling rate on all NOW accounts offered by all depository institutions, at a level below that of the present passbook rate ceiling. There was strong feeling among the members of the Committee that deposit interest ceilings are not conducive to a free market. Some members of the Committee suggested that a ceiling set considerably below the current passbook ceiling of 5% would hamper the ability of commercial banks to compete with thrift institutions, particularly so long as the latter institutions retained the right to offer passbook savings at a 5 1/4% ceiling. However, the Committee also concluded that the politics of the issue were almost certain to dictate inclusion of the regulation of NOW interest rates, largely because of pressure from smaller banks. (continued) Report of Government Relations Committee --4 ARCB, Phoenix, Arizona, April 4, 1977 After lengthy discussion of the rate ceiling question, the Committee concluded: 1. That it should reaffirm the traditional position of opposition to interest ceilings; 2. Recognizing the concern of some parties that NOW interest regulation is needed, the Federal Reserve should have authority to apply ceilings on NOW account interest rates; 3. That if such ceilings are established, they should be uniform for all depository institutions, regardless of type or size; and 4. That all deposit interest ceilings--on NOW accounts and on all other savings and time accounts- should be removed not later than five years from date of passage of the legislation. THIRD -- The anticipated bill on NOW account legislation will provide for a delay of one or two years (Chairman Burns mentioned "two years" at his dinner speech) before the provisions become effective. The Committee concluded that the interests of commercial banks would be best served if the phase-in period could be held to one year. The reasons for this are: 1. One year should be sufficient time for banks to prepare for NOW accounts; 2. A longer period may give certain depository institutions an undue competitive edge with respect to some instruments, such as the offering of share-drafts by credit unions; and 3. A lengthy delay would penalize some New England commercial banks--unless additional special legislation were enacted-- since they are already offering NOW accounts and thus need immediately the regulatory safeguards anticipated in the new legislation. FOURTH -- It is expected that the Federal Reserve Board's proposal will ask that reserve requirements be applied to all transactional balances in all depository institutions, that such requirements be established solely by the Federal Reserve, and that the reserve balances be lodged in Federal Reserve Banks. (continued) BERALD FORD LIBRARY Report of Government Relations Committee 5 ARCB, Phoenix, Arizona, April 4, 1977 The Committee recognized that full control of the nation's deposit reserve base is a long-time and important goal of the Federal Reserve Board and many of the members were sympathetic to this objective. However, the Committee concluded that the inclusion of the kind of provision described by Chairman Burns would arouse exceedingly strong opposition from non-member commercial banks, as well as from many thrift institutions, and that such opposition would in all likelihood be fatal to Chairman Burns' desire to assure an orderly transition to payment of interest on demand deposits. Accordingly, by unanimous vote, the Committee concluded that: 1. Provision should be made in the proposed legislation that reserves be required against NOW accounts as distinguished from all transactional balances, and that the percentage requirements be uniform for all depository institutions offering such accounts; and BERALA FORD LIBRARY 2. Reserves against NOW accounts should be lodged with the Federal Reserve by Federal Reserve member banks, and should be lodged with the Federal Reserve or with member banks of the Federal Reserve System by all other depository institutions, at their option. The question of how the level of reserves should be established, or by whom, was not discussed at sufficient length to result in formal action by the Committee, but the consensus view was that the uniform percentage requirement, whatever it may be, would most appropriately be determined by the Federal Reserve Board. FIFTH -- The anticipated legislation is expected to contain authorization for the Federal Reserve to pay interest on required reserves. The Committee recognized that the question of reserve interest is closely related to the matter of a possible future unbundling of Federal Reserve services performed for member banks, and the establishment of explicit charges for such services. However, because of time constraints and, more importantly, because the Committee wished to consider interest on reserves as an independent question, it was decided to forego discussion of "unbundling" at this time. Some members of the Committee favored payment of interest on reserves, noting that this may be the only opportunity for Congressional approval of such payments. Other members of the Committee felt that, to the extent that the proposal was intended to assist bankers to bear the anticipated heavy transitional costs of interest on demand deposits, a better solution was a reduction of reserve require- ments. Proponents of this view argued that the present structure of reserve requirements was archaic and inequitable; and, moreover, that if interest were paid on reserve balances (in lieu of fundamentál reform of the present structure (continued) Report of Government Relations Committee --6 - ARCB, Phoenix, Arizona, April 4, 1977 of reserve requirements), commercial banks were opening themselves up to possible adverse legislation in the future, such as various asset allocation schemes. While the Committee did not take a formal vote on this issue, the consensus view favored reform of the reserve requirement structure, through lower and more equitable requirements, rather than the payment of interest on reserves. In forming this conclusion, the Committee was cognizant of the fact that payment of interest on reserves is important to the Federal Reserve in its efforts to deal with its membership problem. That concluded the Committee's deliberations on this matter and it is intended that its views be carried to the upcoming meeting of the ABA Government Relations Council to assist in forming an industry position on these proposals. Respectfully submitted, Gordon T. Wallis Chairman GERIAL FORD TORANT This document went out of 2 existence a Fter April 27, 1977 WORKING DRAFT Do Floor discussion Consensus Statement by Government Relations Council FOR USE AT ABA BANKING LEADERSHIP MEETING ONLY During its February meeting the Government Relations Council concluded that the indus- try and the public would be best served by a willingness on the part of the ABA to work constructively toward development of a proposal which would: 1) address a number of com- petitive inequities affecting our customers; 2) provide the option of making consumer sav- ings accounts more useful; and 3) make membership in the Federal Reserve System less bur- densome. It was stipulated in February that any acceptable proposal should meet all of our criteria for determining policy, with strong emphasis on ensuring that all well-managed banks, regardless of size, would be able to continue to serve their customers profitably and effectively. The Council and ABA staff have been pursuing the goals set forward in the February meeting. We have made progress toward gaining acceptance of some of our ideas by the Fed eral Reserve Board as it prepares legislation to be introduced very soon. For instance, the Fed has shown a willingness to address the competitive inequities created by the credit union share draft "experiment," as well as the gross inequity of the interest rate differ- ential, which creates a competitive imbalance and thus limits the consumer's choice in the marketplace. Its action on IRA and Keogh accounts is testimony to this point. The Council's conclusion as a result of this meeting is that we should continue to pursue banking's goal of achieving equitable treatment of its customers relative to those of other financial institutions. To that end, we support legislation providing banks and other depository institutions the option of offering consumers a "checkable savings account" (we want to use a term customers will understand, rather than "NOW," a lawyers' phrase) provided it meets the requirements outlined in the attachment. Nationwide NOW accounts would not be an unmitigated blessing for all consumers, how- ever. There could be some who would be disadvantaged. A full, public examination of the impact of nationwide NOW accounts on consumers should therefore be a part of any legisla- tive consideration of NOW accounts. The Council further concluded that linking legislation authorizing the Federal Reserve to pay interest on the required reserves of member banks to the so-called "NOW account" proposal is premature. We recognize the membership problem of the Fed and want to con- tribute to its solution. However, a decision on how to reduce the burden of Fed member- ship should not be made until the Fed has stated its proposals relative to "unbundling" the pricing of its services to members and nonmembers, followed by study and debate of the total question of how to ease Fed membership burdens. The Council, therefore, would not support legislation on this issue until the recom- mended steps are taken. The Fed's preliminary proposals may stand the test of detailed scrutiny, but the hazards of premature action are great. GERALD FORD Mr. Chairman- The ABA Accided at would not be approprinte to Carry This forward into Do Mc Peters release - (Attachment) An acceptable plan for "checkable savings" (NOW accounts) which could be offered by depository institutions as an optional service: Such an account would be the only interest-bearing transaction account permitted for all banks, thrifts and credit unions. Parity of interest rate ceilings and reserve requirements must be established for institutions which offer such accounts (including credit unions). Rates and re- serve requirements would be set by the Federal Reserve System. No class of Fed "membership" or affiliation would be compulsory. Reserves of nonmember banks on NOW accounts may be held at any correspondent bank. Uniform reserves on NOW accounts offered by other depository institutions would be held by the Federal Reserve or other depositories by agreement with the Fed. The statutory rate differential must be removed from the Interest Rate Control Act. The rate differential must be removed by action of the regulators from all classes of savings accounts for any institution which elects to offer consumer transaction accounts. The National Credit Union Administrator would become a member of the Interagency Coordinating Committee, which would impose a discipline of rate ceilings upon credit unions similar to that which exists for other types of financial institu- tions. The Fed should provide banks the additional option of offering pre-authorized transfers from savings to checking accounts. The "checkable savings" account must be limited to customers who meet the strict definition of a household account. (The Connecticut law stipulates that only a "natural person" may hold such an account. This, for example, excludes profes- sional and farm business accounts.) This law is a potential model for the lan- guage to be used. A one-year preparation or transition period must be allowed between enactment and implementation of the law. The New England banks, however, would immediately gain the parities stipulated in this legislation upon its enactment. That is, the legislation would take effect immediately in the six New England states. The public interest requires that effective regulation and examination be applied to all financial institutions offering transaction account services. ### BERALD FORD LIBRARY 3 May 2, 1977 To: Board of Governors Subject: President McPeters' Statement Outlining the ABA's Decision From: Ken Guenther on Nationwide NOW Accounts- Interest on Reserve Balances Legislative Initiative President McPeters' press release is attached. FORD & LIBRARY GERALD April 29, 1977 Statement By W. Liddon McPeters President American Bankers Association Last February, ABA's first Banking Leadership Meeting decided to preserve its options to work toward development of a legislative proposal which would: remove a number of inequities, including those which deprive bank customers of a competitive rate of interest on their savings; allow banks the option of mak- ing consumer savings accounts more useful; and make membership in the Federal Reserve System less burdensome. Yesterday, the same group of banking industry leaders met again and de- cided that the questions of greatest concern to them all boil down to fair treatment for bank customers and banks. Bankers want their customers to be able to receive the same rates of interest available at other institutions. Bankers also want to avoid imposing on their customers the added costs of un- equal reserve requirements, service restrictions, regulation and taxation. While we have been encouraged by the recent action of the Fed and the FDIC allowing banks parity with other financial institutions in the rate ceilings on Individual Retirement Accounts and Keogh Accounts, gross inequities in the treatment of bank customers and banks remain. The participants in the Banking Leadership Meeting directed the ABA to make an all-out effort, on behalf of bank customers, to obtain full competitive equity with thrift institutions. They further directed that as a part of this effort, ABA should support legislation which would give banks and other deposi- tory institutions the option of offering consumers the opportunity to write checks on a new type of savings account. (Lawyers call this a NOW account; we prefer to allow another name for this consumer service to evolve, one which con- sumers can better understand.) While recognizing that a clear link exists between this proposal and the proposal to allow the Fed to pay interest on required reserves it holds, we believe that neither part of the package should be acted upon before more de- tailed expression and discussion of the second proposal have taken place and a resolution has been reached. Our concern is to preserve the dynamic balance between the Fed's ability to implement monetary policy and the dual banking sys- tem's innovative strength. Our primary goal is to achieve parity for bank customers and banks, and our willingness to support legislation allowing this new type of account and to participate in the search for a way to make Fed membership less onerous for banks is dependent upon the achievement of that objective. (more) GERALD FORD LIBRARY Statement by W. Liddon McPeters Page two The participants in the Banking Leadership Meeting therefore spelled out the basic elements of an acceptable legislative and regulatory plan which would first achieve parity and then allow financial institutions to offer this new type of account as an optional service to their customers. Those elements are: Parity OF interest rate ceilings, reserve requirements and treatment @E reserves on such new accounts must be established for the benefit of customers of all institutions which offer such accounts. The statutory interest rate differential must be removed from the Interest Rate Control Act. The advantage of the rate differential must be removed by regulatory action from all classes of savings accounts for any institu- tion which elects to offer check-like accounts. The National Credit Union Administrator must become a member of the Interagency Coordinating Committee; thus, the same rate ceilings which exist for other. types of financial insti- tutions would apply to credit unions. The new type of account must be the only interest-bearing transaction account permitted for all banks, thrifts and credit unions -- or for any other insti- tutions which now or in the future offer such accounts. The new account would be an alternative to, and not a replacement for, conventional checking and savings accounts. This would apply also to any interest-bearing accounts on which demand-type withdrawals via electronic terminals are permitted. Reserves on this type of account at banks which are not Fed members could be held at any correspondent bank. Uniform reserves on those accounts offered by depository institutions other than banks would be held by the Fed or by other depositories by agreement with the Fed. No class of Fed membership or affiliation would be compulsory for any financial institution. The new type of account must be limited to customers who meet the strict definition of a household account. (The Connecticut NOW account law stipu- lates that only a "natural person" may hold such an account. This, for example, excludes professional and farm business accounts. This law is a potential model for the language to be used.) FORD LIBRARY A one-year preparation or transition period must be allowed between enact- ment and implementation of the law. In the six New England states, however, the law would take effect immediately, giving banks in those states the parity provided in the legislation. Full, effective regulation and examination must be applied to all financial institutions offering this new type of account. The public interest demands this. The Fed and the FDIC should provide banks the additional option of offering pre-authorized transfers from savings to checking accounts. We believe that this proposal meets all of ABA's criteria for policy-setting. Particularly, it ensures that all well-managed banks, regardless of size, would be able to continue to serve their customers profitably and effectively. ### te to Editors: Attending this year's second Banking Leadership Meeting were the leaders O 1 50 state bankers associations and of most of the other banking trade associations, as we the ABA's Board of Directors, Governing Council, Government Relations Council, Communication ncil, Education Policy and Development Council and Economic Advisory Committee.) May 3, 1977 Catherine: Hs22 Helen McAnulty from ABA called with the list of names who .W .8 will be attending a meeting tomorrow at 5 p.m. with Dr. Burns. .M is 10 1. Tom C. Frost, Jr. (Tom) Chairman Frost National Bank San Antonio, Texas 2. Richard D. Hill (Dick) Chairman The First National Bank of Boston 3. Gilbert F. Bradley (Gil) Chairman The Valley National Bank Phoenix, Arizona 4. Thomas I. Storrs (Tom) Chairman of Executive Committee North Carolina National Bank Charlotte, North Carolina 5. Ronald A. Terry (Ron) Chairman of the Board The First Tennessee Banks Memphis, Tennessee 6. Stuart A. Lewis (Stu) Director, Government Relations Association of Reserve City Bankers Washington, D. C. 7. W. Liddon McPeters (Liddon) President, ABA also President The Security Bank Corinth, Mississippi OVER FORD : LIBRARY GERALD Frei E Y6M :enizedisC Staff Members odw to fail 9.13 driw bellso ASA most nella 8. Willis W. Alexander .30708 .IC Executive Vice President alteem 5 gaibnetts ad litw ABA 9. Gerald M. Lowrie (Gerry) Executive Director, Government Relations I ABA certified Ans8 IsnoilsM Jeon asxeT ,oinoJuA as8 (doid) ДН .0 Busdoth S појео8 to Assa IsnoidsM dexiT edT (ID) yelberd A .E asmisish) Ans8 [shoitsVI vellsV sdT SOORITA ,zinsudq (moT) artois J esmodT A eviduoes to ascried) kns8 IsnoitsM snilors) Изной suilors) ФтоИ (поЯ) yrusT .A bisnoll .2 brsod odd lo asmisish adus8 Transact Jamil edT ********* ,aidqmeM (ui2) aiwel .A the .d anoitsisH Insurance VIID to noisiodesA .0 .a ,notgnidasW (nobbi.I) mobbil .W .5 oals A8A ,Jusbiser9 Security edT iggisaiasiM ,dinizo) HEVO May 4, 1977 Mr. Chairman: Bits and Pieces Which May be Useful for 5:00 P.M. Meeting with Reserve City Bankers and ABA A. Stu Lewis (Washington representative) of the Reserve City Bankers called to say that the group meeting with you will seek reassur- ance re the political viability of the proposal to pay interest on reserve balances. They fear that it cannot be sold politically and that it will leave the banks open to political attack. I told Stu that the political battle that seems to be shaping up is not over the principle of paying interest on reserve balances; rather over the authority of the Federal Reserve to set the rate of interest, etc. (i.e., the recent Proxmire letter indicating that "Congress would be wise to insist upon a clear and specific under- standing of exactly how the authority would be used before considering any legislation." B. I reviewed my notes from the Greenbriar meeting last night and came across the following: (1) Jerry Lowrie advises that we not sell NOW accounts as a step transition/looking towards the eventual payment of interest on demand deposits. That this scares small bankers silly. (2) In Greenbriar Ron Terry stated at the meeting-- "We are after parity--not NOW accounts. If we lose on getting the differential back to the regulators, we go against the legislative package." GERALD FORD LIBRARY -2- Ron Terry and others in public comments-- "We all recognize that many member banks and many State associations oppose what we have decided this morning. We must undertake a massive education process--a massive sales job--otherwise, the posi- tion we have adopted will not be transmitted by our members to the Hill." C. Miscellaneous Jerry Lowrie--John Hieman, the Comptroller of the Currency Designate, testified in support of the Proxmire Single Bank Regulatory bill. (last year) Jerry Lowrie-Some member banks are leaving the Fed to get away from the Comptroller of the Currency as a regulator. Since the departure of Jim Smith, it is an unbelievable mess over there." K Ken Guenther FORD & LIBRARY 0ERALD Mr. Chairman-- Re- Meeting with Reserve City Bankers and ABA Officials For your handy reference, three documents are attached. (1) The paper that came out of the Phoneix meeting of the Reserve City Bankers which puts forward their concerns with the concept of paying interest on reserve balances. (2) The consensus statement by the Government Affairs Council which was put forward to the ABA membership at the Greenbriar meeting. Based upon discussions with Govn. Jackson and myself, McPeters and Ron Terry (Chairman of the Government Relations Council) changed this statement to substantially strengthen the linkage between NOW accounts and interest on reserve balances. Note that the original statement flatly stated: 11 The Guncil further concluded that linking legislation authorizing the Federal Reserve to pay interest on the required reserves of member banks to the so-called NOW account proposal is premature" (3) The McPeters press release which reflects the new ABA consensus namely: " While recognizing that a clear link exists between this proposal (nationwide NOW accounts) and the proposal to allow the FED to pay interest on required reserves it holds, we believe that neither part of the package should be acted upon before more detailled expression and discussion of the second proposal have taken place and a resolution has been reached." to Tomorrow then looks/this detailled expression and discussion which hopefully will lead to support of the linked legislative package. FORD LIBRARY is K Ken G. AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL FEDERAL ADMINISTRATIVE COUNSEL AGENCY John J. Gill 202/467-4200 RELATIONS June 8, 1977 Mrs. Catherine Mallardi Administrative Assistant to Chairman Burns Board of Governors of the Federal Reserve System 20th Street & Constitution Avenue, N.W. Washington, D. C. 20551 Dear Mrs. Mallardi: Enclosed for your information is a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that our Committee will be meeting in the Board Room on the 7th Floor of our offices at 1120 Connecticut Ave., N. W. The Committee will look forward to meeting with Chairman Burns, as usual, at 3:30 p.m. on Tuesday, July 26, 1977. Sincerely, John J. Gill JJG:bc Encl. for FORD i LIBRARY GERALD GOVERNMENT BORROWING COMMITTEE AMERICAN BANKERS ASSOCIATION July 25-26, 1977 AGENDA Monday, July 25, 1977 6:30 p.m. Reception and Dinner Conference Room International Club Tuesday, July 26, 1977 8:30 a.m. Business Meeting ABA Board Room 9:00 a.m. Slide Presentation Room 2334 Treasury Building 10:00 a.m. Briefing Session Room 4121 Treasury Building 12:30 p.m. Luncheon ABA Board Room 3:30 p.m. Committee Briefing with Chairman Burns of the Federal Reserve System ABA Board Room 5:00 p.m. Presentation of Committee Report Room 4121 Treasury Building International Club -- 1800 K Street, N.W., Washington, D.C., L Street Entrance ABA Board Room -- 1120 Connecticut Avenue, N.W., Washington, D.C., 7th Floor Main Treasury Building -- 15th St. & Pennsylvania Ave. ,N.W., Washington, D. C. FORD & LIBRARY GERALD AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. BOARD OF GOVERNORS ASSOCIATION 20036 OF THE FEDERAL RESERVE SYSTEM 1977 JUN 13 AM 11: 00 EXECUTIVE DIRECTOR GOVERNMENT RELATIONS OFFICE OF RECEIVED THE CHAIRMAN Gerald M. Lowrie 202/467-4097 June 9, 1977 Attached for your use and review is the draft of the ABA bill that is now in the hands of the staff of the Senate Banking Committee. It is our expectation that this bill will be introduced at the time the Administration-Fed bill is introduced. I thought you might want an early copy. FORD 3 LIBRARY GERALD SECTION-BY-SECTION SUMMARY OF ABA DRAFT BILL 1. Ceilings and reserve requirements for savings accounts used to pay bills. Federal law now prohibits depository institutions from paying interest on accounts that may be used as checking accounts, except in New England. The first section of the bill lifts this prohibition, allowing institutions throughout the United States to pay interest on accounts from which transfers to third parties may be made, subject to three conditions. First, the depositor must be an individual. Payments to others must be for his personal purposes, and not for any business or other organization. Second, interest payments on the account and advertising must comply with rules prescribed by the FRB. Third, if the institution is a Federal Reserve member bank, a Federally-chartered thrift institution, or a member of a Federal Home Loan Bank, it must maintain reserves against such account in the percentage applied to such accounts by the FRB. 2. Amendments to Federal Reserve Act. Subsection (a) of section 2 authorizes the Federal Reserve Board to fix reserve requirements of not less than 2% nor more than 12% against interest-bearing deposits or accounts from which transfers to third parties may be made. These requirements apply to members of the Federal Reserve System or the Federal Home Loan Bank System, and to Federal credit unions. The FORD is LIBRARY GERALD statutory range of reserve requirements on other time and savings deposits at Fed member banks (now 3% to 10%) is lowered to not less than 1% nor more than 7%. For demand deposits at Fed member banks, the range (now 10% to 22% in reserve cities and 7% to 14% elsewhere) becomes 5% to 20%. All institutions that offer accounts subject to reserve - 2 - requirements must make reports to the Federal Reserve regarding their liabilities on such accounts and the reserves required against them. Subsection (b) requires members of the Federal Home Loan Bank System and Federal credit unions to hold reserves against their third- party-payment accounts in vault cash or at Federal Reserve Banks (the same as Fed member banks must do), except that Federal Home Loan Bank members may hold their reserves at a Federal Home Loan Bank if it, in turn, holds them as vault cash or at a FRBank. Subsection (b) also authorizes the Federal Reserve System to pay interest on required reserves it holds for member banks and nonmember thrift institutions. The rate paid will be the same for all institutions, and for all reserve balances, regardless of size. Interest paid in any fiscal year must not exceed 10% of required reserves held at the beginning of the year. Subsection (c) authorizes the Federal Reserve Board to regulate payment and advertising of interest on third-party-payment accounts at nonmember depository institutions that are subject to rate ceilings. The FRB now has this authority for Fed member banks; the bill transfers rule-making authority over interest-bearing third-party-payment accounts to the FRB from the FDIC (for insured nonmember banks) and the FHLBB (for savings and loan associations) and creates new authority in the FRB and NCUA for insured credit unions. The FRB rules will be enforced by FDIC, FHLBB, and NCUA for institutions under their jurisdictions. If any nonmember institution that is not otherwise subject to Federal rate ceilings accepts third-party-payment accounts, all of its deposits become subject to FRB regulation as to interest and advertising. BERRAD FORD LIBRARY Section 19 of the Federal Reserve Act already authorizes the FRB to define terms used in the section and prescribe regulations to prevent - 3 - evasions; this authority would also apply to the new provisions regarding third-party-payment accounts that are added by the bill. 3. Amendments to the Federal Deposit Insurance Act. Section 3 transfers from the FDIC to the FRB rule-making authority over payment and advertising of interest on third-party-payment accounts at nonmember insured banks. It also includes the Administrator of the National Credit Union Administration among the officials FDIC must consult before fixing rate ceilings on other deposits. 4. Savings and loan associations. Subsection (a) of section 4 transfers from the Federal Home Loan Bank Board to the FRB rule-making authority over payment and advertising of interest on third-party-payment accounts at savings and loan associations. It also includes the NCUAdministrator among the officials the FHLBB must consult before fixing rate ceilings on other accounts. Subsection (b) authorizes Federal savings and loan associations to allow transfers from savings accounts to third parties, provided rate ceilings, advertising rules, and reserve requirements are complied with. 5. Credit Unions. Section 5 authorizes Federal credit unions to offer interest-bearing third-party-payment accounts and the Administrator FORD i LIBRARY 074870 of the National Credit Union Administration to prescribe rate ceilings for all accounts at insured credit unions other than third-party-payment accounts (which will be subject to FRB rules). The authority is the same as the FRB, FDIC, and FHLBB have as to interest paid by institutions under their jurisdictions ( and so covers advertising about interest, as well). Before setting rate ceilings, the Administrator must consult with the other agencies. 6. Uniform rate ceilings for institutions offering third-party- payment accounts. Section 6 provides that every institution that maintains checking accounts or other accounts from which transfers to third parties may - 4 - be made (whether it is a commercial bank or any other kind of institution) shall be subject to the same rate ceilings on all of its time and savings deposits as any other institution that offers such third-party-payment accounts. Ceilings may still differ for different types of deposits (ceilings may be higher for 4-year certificates than for passbook accounts, for example), but for any one type of deposit the same ceiling will apply at all such institutions. 7. Extension of rate ceiling authority. Under present law authority to fix rate ceilings will revert to its pre-1966 form on December 15, 1977. Section 7 of the bill extends this date to December 15, 1980, at which time the new rate ceiling authority for credit unions will also expire. Subsection (c) repeals the present statutory requirement that rate differentials in effect on December 10, 1975, between commercial banks and thrift institutions must be continued unless they are eliminated or reduced with the approval of both Houses of Congress. 8. Effective dates. To allow time for preparation, the effective date of the bill is delayed for one year in States where NOW accounts are prohibited. But in New England the bill takes effect 60 days after enactment. DERALD FORD A BILL To provide for equitable regulation of savings accounts used to make payments to third parties, and for other purposes. Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled, That subsections (a) and (b) of section 2 of Public Law 93-100 (12 U.S.C. 1832(a) and (b)) are amended to read as follows: "Sec. 2. (a) No depository institution shall allow the owner of any deposit or other account on which interest or dividends are paid to transfer funds from the account (by check, negotiable order of withdrawal, pre-authori- zation, electronic instruction, or any other means) to third parties unless-- "(1) the account is owned by one or more natural persons and transfers from the account to third parties are made for personal purposes of the owner and not to make payments on behalf of any business or other organization; "(2) payment and advertisement of interest or dividends on the account comply with applicable provisions of section 19(j) of the Federal Reserve Act; and "(3) if the institution is a member of the Federal Reserve System, a member of the Federal Home Loan Bank System, or a Federal credit union, reserves against the account are maintained, and reports are made, in accordance with applicable provisions of section 19 of the Federal Reserve Act. "(b) For the purposes of this section, 'depository institutions' means a bank (including a savings bank or industrial bank), a savings and loan association (including any other type of institution eligible for membership in a Federal Home BERALD FORD LIBRARY - 2 - Loan Bank), a credit union, or any other institution that accepts deposits or other accounts from which the owner is allowed to make withdrawals on demand or after notice of thirty days or less. The Board of Governors of the Federal Reserve System is authorized for the purposes of this section to define further the terms used in this section." Sec. 2. (a) The last sentence of subsection (b) of section 19 of the Federal Reserve Act (12 U.S.C. 461) is designated as paragraph (5) and that part of sub- section (b) that precedes that sentence is amended to read as follows: "(b) (1) Every member bank shall maintain reserves against its demand deposits in such average ratio, not less than 5 per centum nor more than 20 per centum, as shall be determined by the Board. "(2) Every member bank, every member of a Federal Home Loan Bank, and every Federal credit union shall maintain reserves against its savings deposits from which transfers to third parties may be made in such average ratio, not less than 2 per centum nor more than 12 per centum, as shall be determined by the Board. "(3) Every member bank shall maintain reserves against its time and savings deposits other than those referred to in paragraph (2), in such average ratio, not less than 1 per centum nor more than 7 per centum, as shall be determined by the Board. "(4) Every depository institution that maintains reserves pursuant to this section shall make reports concerning its deposit liabilities and required reserves at such times and in such manner and form as the Board may require." (b) Section 19(c) of the Federal Reserve Act (12 U.S.C. 461) is amended to read as follows: GERALO FORD LIBRARY - 3 - (c) Reserves held by any depository institution to meet the requirements imposed pursuant to subsection (b) of this section shall be in the form of-- "(1) balances maintained for such purpose by such institution at a Federal Reserve Bank, and "(2) the currency and coin held by such institution, and "(3) balances maintained by a depository institution in a Federal Home Loan Bank of which it is a member, if the Federal Home Loan Bank holds such balances in the form of currency and coin or at a Federal Reserve Bank. Interest may be paid on required reserve balances maintained at Federal Reserve Banks, at a single, uniform rate to be prescribed by the Board, regardless of the size of the balance or the type of institution for which it is held. In deter- mining the rate, the Board shall consider such factors as the effect on the Treasury of the United States, safety and soundness of depository institutions, and competitive balance among depository institutions. The interest paid by all Federal Reserve Banks on such balances in any fiscal year shall not exceed 5 per centum of total required reserve balances maintained at Federal Reserve Banks at the beginning of that fiscal year." (c) The first sentence of section 19(j) of the Federal Reserve Act (12 U.S.C. 371b) is amended to read as follows: "The Board may from time to time, after consulting with the Board of Directors of the Federal Deposit Insurance Corporation, the Federal Home Loan Bank Board, and the Administrator of the National Credit Union Administration, prescribe rules governing the payment and advertisement of-- "(1) interest on time and savings deposits at member banks, and "(2) interest or dividends on deposits from which transfers to third parties may be made at nonmember institutions that are insured GERALD FORD LIBRARY - 4 - by the Federal Deposit Insurance Corporation, the Federal Savings and Loan Insurance Corporation, or the National Credit Union Administration, or are otherwise subject to section 18 (g) of the Federal Deposit Insurance Act (12 U.S.C. 1828 (g)) or section 5B of the. Federal Home Loan Bank Act (12 U.S.C. 1425b), and "(3) interest or dividends on all deposits at any other nonmember depository institution that allows the owner of any deposit to transfer funds from the deposit to third parties, including limitations on the rates of interest or dividends that may be paid on such deposits." (d) Section 19(j) of the Federal Reserve Act is further amended by adding at the end thereof the following new sentences: "Compliance by nonmember institutions with rules prescribed under this subsection shall be enforced under-- "(1) section 8 of the Federal Deposit Insurance Act, by the Board of Directors of the Federal Deposit Insurance Corporation, in the case of any institution insured under that Act; "(2) sections 6(i) and 17 of the Federal Home Loan Bank Act, section 5(d) of the Home Owners Loan Act of 1933, and section 407 of the National Housing Act, by the Federal Home Loan Bank Board (acting directly or through the Federal Savings and Loan Insurance Corporation), in the case of any institution subject to any of those provisions; "(3) the Federal Credit Union Act, by the Administrator of the National Credit Union Administration, in the case of any institution insured under that Act; and "(4) section 8 of the Federal Deposit Insurance Act, by the Board of Governors of the Federal Reserve System, in the case of any other nonmember institution. FORD is LIBRARY GERALD - 5 - The authority of the Board to prescribe rules under this subsection does not impair the authority of the Board of Directors of the Federal Deposit Insurance Corporation, the Federal Home Loan Bank Board, or the Administrator of the National Credit Union Administration to make rules respecting their own procedures in enforcing compliance with such rules. For the purpose of their exercise of power under any Act referred to in this subsection, a violation of any rule prescribed under this subsection shall be deemed to be a violation of a require- ment imposed under that Act. In addition to its powers under any such Act, each such agency may exercise, for the purpose of enforcing compliance with any rule prescribed under this subsection, any other authority conferred on it by law." Sec. 3. The second sentence of section 18 (g) of the Federal Deposit In- surance Act (12 U.S.C. 1828 is amended (1) by striking "The" and inserting "Except as otherwise provided in section 19(j) of the Federal Reserve Act, the" and (2) by striking "and the Federal Home Loan Bank Board" and inserting a comma and the following: "the Federal Home Loan Bank Board, and the Administrator of the National Credit Union Administration". Sec. 4. (a) The first sentence of subsection (a) of section 5B of the Federal Home Loan Bank Act (12 U.S.C. 1425b(a)) is amended (1) by striking "The" and in- serting "Except as otherwise provided in section 19(j) of the Federal Reserve Act, the" and (2) by striking "and the Board of Directors of the Federal Deposit Insurance Corporation" and inserting a comma and the following: "the Board of Directors of the Federal Deposit Insurance Corporation, and the Administrator of the National Credit Union Administration". (b) The last sentence of paragraph (1) of section 5(b) of the Home Owners Loan Act of 1933 (12 U.S.C. 1464(b)(1)) is amended to read as follows: "Transfers to third parties may be made from any savings account on which interest or dividends GERALD LIBRARY - 6 - are paid provided the requirements of section 2(a) of Public Law 93-100 (12 U.S.C. 1832(a)) are met." Sec. 5. (a) Paragraph (6) of section 107 of the Federal Credit Union Act, as amended, (12 U.S.C. 1757) is amended by striking the period at the end thereof and inserting in lieu thereof a semicolon and the following: "transfers to third parties may be made from share accounts provided the requirements of section 2 (a) of Public Law 93-100, as amended (12 U.S.C. 1832(a)), are met." (b) Section 201 (b) of the Federal Credit Union Act (12 U.S.C. 1781 (b)) is amended by redesignating paragraphs (7), (8), and (9) as paragraphs (8), (9), and (10), respectively, and by inserting after paragraph (6) the following new para- graph: "(7) to comply with rules prescribed by the Board of Governors pursuant to section 19(j) of the Federal Reserve Act and by the Administrator pursuant to section 209 of this Act regarding payment and advertisement of interest and dividends;" (c) Section 209 (a) of the Federal Credit Union Act (12 U.S.C. 1789 is amended by adding at the end thereof the following new sentences: "Such rules may contain provisions governing the payment and advertisement of interest and dividends (including limitations on the rates of interest and dividends that may be paid) on any accounts of any insured credit union other than accounts subject to regulation by the Board of Governors of the Federal Reserve System pursuant to section 19(j) of the Federal Reserve Act. The Administrator may prescribe different rate limitations for different classes of accounts, for accounts of different amounts or with different maturities or subject to different conditions regarding with- drawal or repayment, or according to such other reasonable bases as he deems desirable in the public interest. Before prescribing rules governing payment FORD i LIBRARY GERALD - 7 - and advertisement of interest or dividends, the Administrator shall consult with the Board of Governors of the Federal Reserve System, the Board of Directors of the Federal Deposit Insurance Corporation, and the Federal Home Loan Bank Board. " Sec. 6. For all institutions that maintain any account (whether interest bearing or not) from which the owner is allowed to make transfers to third parties, limitations on rates of interest and dividends prescribed under section 19(j) of the Federal Reserve Act, section 18 (g) of the Federal Deposit Insurance Act, section 5B of the Federal Home Loan Bank Act, and section 209(a) of the Federal Credit Union Act shall be the same. Different rate limitations may be prescribed for different classes of deposits at such institutions, but the limitation for any one class of deposit shall be the same for each such institu- tion, whether it is a commercial bank, a savings and loan association, or another type of institution. Sec. 7. (a) Effective December 15, 1980-- (1) So much of section 19 (j) of the Federal Reserve Act as precedes the third sentence thereof is amended to read as it would without the amendments made by this Act and by section (c) of the Act of September 21, 1966 (Public Law 89-597) (2) the second and third sentences of section 18(g) of the Federal Deposit Insurance Act are amended to read as they would without the amendments made by this Act and by section 3 of the Act of September 21, 1966 (Public Law 89-597) (3) sections 201 (b) and 209(a) of the Federal Credit Union Act are amended to read as they would without the amendments made by this Act; (4) the last four sentences of section 19(j) of the Federal Reserve Act, as added by this Act, are repealed; and (5) section 5B of the Federal Home Loan Bank Act is repealed. (b) Section 7 of the Act of September 21, 1966 (Public Law 89-597) is repealed. BERALD R. FORD - 8 - (c) Effective on the date of enactment of this Act, section 102 of Public Law 94-200 (12 U.S.C. 46lnote) is repealed. Sec. 8. The first six sections of this Act shall take effect on the last day of the twelfth month that begins after this Act is enacted, except that with respect to institutions in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont they shall take effect on the sixtieth day that begins after this Act is enacted. BERALD FORD LIBRARA AMERICAN 1120 Connecticut Avenue, N.W., BANKERS Washington, D.C. BOARS OF ORVERNORS TEL ASSOCIATION 20036 REDERAL RESERVE OF SYSTEM 1977 AUG -3 PM 1: 07 EXECUTIVE VICE PRESIDENT OFFICE OF RECEIVED THE CHAIRMAN Willis W. Alexander 202/467-4211 August 2, 1977 The Honorable Arthur F. Burns Chairman Board of Governors of the Federal Reserve System Federal Reserve Building Constitution Avenue, N.W. Washington, D.C. 20551 Dear Dr. Burns: We are deeply grateful for your taking the time late Thursday afternoon to visit with the nearly 300 bankers assembled at the Washington Hilton. As is always the case, you were impressive in sharing with them your perspec- tive, and I hope their response and demeanor adequately conveyed to you the high respect in which they hold you. As the issues involved in these proposals make their way through the laby- rinth which is our legislative process, I hope that we may continue to avail ourselves of opportunities in the future for similar dialogues with you and our leadership group. Sincerely, Willis FORD & LIBRARY GERALD AMERICAN 1120 Connecticut Avenue. BANKERS Washington. D.C. ASSOCIATION 20036 1977 NOY ECONOMIC CHAIRMAN ADVISORY Leif H. Olsen COMMITTEE Senior Vice President and OFFICE Economist Citibank November 10, 1977 H1642 399 Park Avenue New York. New York 10022 212/559-4278 DIRECTOR P. Michael Laub. Ph.D. 202/467-4021 The Honorable Arthur F. Burns ASSOCIATE DIRECTOR Charles F. Hoffman, Ph.D. Chairman 202/467-4014 Board of Governors of the Federal Reserve System Washington, D.C. 20551 Dear Arthur: The American Bankers Association is most interested in continuing a dialogue with the Federal Reserve on the burden of Federal Reserve membership. Bankers are particularly concerned about suggestions to discriminate against particular size classes of banks in the payment of interest on reserves, and the role of the Federal Reserve vis-a- vis the private sector in the provision of payments services. We are certain this will be one of the major issues before Congress next year, and feel that such a dialogue would be useful to both our organizations. As Chairman of the Association's Economic Advisory Committee, I would to be pleased if you could attend a dinner meeting of our Committee on Sunday, December 4. Our Committee is composed of 13 senior economist representing a cross section of leading American bankers. I have attached a list of the members. We plan to include a few guests from the Association's Government Relations Council. While this is a smal group, the Advisory Committee's primary responsibility is to advise Pans the Government Relations Council of the ABA on the economic content o public issues affecting the banking industry. For example, we have circulated the Federal Reserve's "The Burden of Federal Reserve Membe ship, NOW Accounts, and the Payments of Interest Reserves" among memb of our Committee for comments. A summary of those comments is also enclosed. The meeting will begin with cocktails at 6 p.m. in the Danube Room of the International Club at 1800 K Street, N.W., Washington, D.C. Following dinner we would invite you to make whatever comments you would wish about the Federal Reserve's membership problem to be followed by general discussion and questions. We would be pleased to welcome other Governors of the Federal Reserve and/or staff member that you might like to have attend with you if you think it is appropriate. Called will GERALD FORD LIBRARA The Honorable Arthur F. Burns Page 2 November 10, 1977 Discussions need not be confined to the matter of Federal Reserve membership. We would be prepared to share with you concerns we might have about the general state of the economy, the attitudes of the banking community regarding monetary policy and other subjects which might be of interest to you. Mike Laub of the ABA staff will call your office in a few days to get your response to this invitation. I hope you will be able to accept. Best personal wishes. Sincerely yours, Day Leif H. Olsen LHO:tra FORD is LIBRARY GERALD VIEWS OF THE ECONOMIC ADVISORY COMMITTEE & OTHER BANKERS ON THE FEDERAL RESERVE'S STAFF STUDY, "THE BURDEN OF FEDERAL RESERVE MEMBERSHIP, NOW ACCOUNTS, & THE PAYMENT OF INTEREST ON RESERVES" The Economic Advisory Committee is skeptical of the view that reserve requirements are a necessary tool for monetary control. Even if they are, we believe there is still room for a lowering of reserve requirements without any significant dimunition in the ability of the Federal Reserve to exercise adequate monetary control. This is an easy and straightforward way of relieving the Federal Reserve's membership burden. The Federal Reserve Staff Study implicitly assumes, by reason of its research design, that the burden of Federal Re- serve membership varies uniformly with size of bank, and, therefore, that measures to relieve this burden can be imple- mented equitably by giving different amounts of relief to different size classes of banks. While it is true that more and more large banks are withdrawing from the Fed, in general, this assumption is invalid. Product mix, market orientation, and management policies frequently swamp both commonality of size among some banks and extreme size differences among others. One example of how this assumption led the Federal Reserve FORD is LIBRARY GERALD Staff astray is in their analysis of ratio of before tax earnings to total assets by size of bank. The study draws an implicit conclusion from the fact that "the differences between member and non-member bank earnings (relative to assets) tend to decline with bank size, as does the rate of attrition" (of Federal Reserve membership). There are several problems with - 2 - this conclusion which were not investigated in the Staff Study. For example, before tax income as a measure of pro- fitability involves substantial variability among banks of comparable after-tax earnings because of the varying proportion of tax-free income, such as interest on state and local secu- rities, and depreciation and investment tax credits on leased property. The inclusion of foreign earnings and assets is a further problem. Foreign operations are generally associated with larger banks although the relationship is far from con- sistent. In any case, large amounts of foreign deposits are not subject to reserve requirements, and, for this type of business, Federal Reserve membership poses few problems. This is hardly a justifiable reason for discriminating against larger banks in relieving the burden that Federal Reserve membership imposes on domestic business. During the years 1974 - 1976 many banks increased provisions for credit losses by amounts which dwarfed the cost of meeting Federal Reserve reserve requirements. Without prejudging the incidence of these increases by bank size or membership status, one must look askance on an analysis which takes no account of them. Finally, any conclusions reached from this study about the relationship between membership burden and size would implicitly apply to banks over $1 billion in size. Yet, the study admits that the number of non-member banks in this category is so small as to make any conclusions tenuous. FORD is LIBRARY GERALD - 3 --- Another part of the study attempts to measure the burden of membership by looking at "the amount of cash in excess of operating requirements that must be held by member banks because of reserve requirements. " It attempts to do this by looking at the ratio of vault cash to "total deposits plus Fed funds purchased plus other liabilities for borrowed money. " Since larger banks generally make greater use of non-deposit sources of funds, such a ratio creates a false impression that the membership burden is lesser for larger banks. Non-deposit sources of funds generally do not require increments to vault cash, they do not increase required reserves or balances at Federal Reserve banks, they do not affect balances due from domestic banks, and their only effect on demand balances due to other banks is to cause reductions in such balances to the extent that purchases are made from a respondent bank, pre- sumably out of funds that are in excess of balance targets for services provided and which would otherwise be lost as deposits through sale to some other purchaser. The fact that a member bank does or does not conduct a part of its business with non- deposit sources of funds is irrelevant in measuring the burden of maintaining reserves against deposits at the Federal Reserve, as opposed to maintaining reserves against deposits in some other form. The study makes an attempt to estimate "nonproductive re- serves by size of bank. These estimates suffer from several FORD is LIBRARY GERALD - 4 - defficiencies. For example, it assumes that 56 per cent of balances due to and due from other banks are collected funds, a figure based on a survey of correspondent banks by the Kansas City Federal Reserve Bank. Bankers tell us that this figure varies widely from bank to bank, and also varies sig- nificantly over time at any particular bank. The study makes the rather tenuous assumption that the return on correspondent balances, after the expense of servicing those balances, is about 25 per cent. The Staff Study refers to a Kansas City Federal Reserve Bank study to support the 25 per cent figure. In fact, that study says that "25 per cent is the most common amount" of before-tax profit margin reported by 50 per cent of reporting banks as a factor in analyzing correspondent accounts. Thus, it appears that there is sub- stantial variation in this factor among banks as well. The Study also makes the erroneous assumption that the entire return on these balances is due to the existence of Federal Reserve facilities. This is simply not true. Corres- pondent services for which balances are used in compensation cover an array which includes check collection, provision or currency, investment advice, credit analyses, overline partic- ipation in credits, foreign exchange and financing, operational analysis and planning, market research, financial planning and reporting, personnel training, and new business referral. A significant portion of check collection activities are carried GERALD FORD LIBRARY - 5 - on without the use of Federal Reserve facilities. In addition, many of the other activities mentioned above have nothing to do with the existence of Federal Reserve facilities. Since most correspondent services are provided by larger banks, the erroneous attribution of the entire profit from the provision of these services to the existence of Federal Reserve facilities biases the measurement of the burden of Federal Reserve member- ship against larger banks. The Staff Study attempts to measure the value of the discount window to member banks. It states that Fed membership reduces the cost of acquiring managed liabilities because "immediate access to the discount window might serve as a form of insurance for suppliers of large time deposits and Fed funds." The measurement of the value of the discount window is based on discussions which indicate that CDs of non- member banks sometimes sell for 5 - 10 basis points above those of member banks. Recent years have revealed no consistent patterns of such a differential for non-member domestic or foreign banks. However, there have been protracted periods in which the CDs of certain member banks have consistently carried higher rates than those of their peer group because of concern with specific credit features of the obligations, including the continued access of the issuer to the market. In such cases Federal Reserve membership and access to the discount FORD LIBRARY j GERALD window did not provide adequate insurance to offset the worries - 6 - of the market. On the other hand, Federal Reserve membership is one of the factors taken into account in the decision as to whether or not to approve a bank for Federal funds lines or CD purchases, but it is only rarely decisive. In the vast majority of cases it would be impossible to place a value on it since it has little weight as compared to factors inherent in the debtor banks. The value of the discount window privilege in lender of last resort situations is assumed to be reflected only in the interest rate on marketable CDs -- a very tenuous assumption. The value of the seasonal borrowing privilege from the discount window is not considered at all. In general the value of the discount window privilege is extremely difficult to quantify, yet very important to all member banks. Recent surveys indicate that the discount window privilege is important to member banks of all sizes, with smaller banks ($0 - $10 million in deposits) listing it as the pre- dominant advantage of Federal Reserve membership. Yet, such banks typically do not sell CDs in the open market, and, if FORD is LIBRARY GERALD the implicit assumption of this study were correct, they would receive no value at all from access to the discount window. The type of adjustment for the value of the dicount window used in this paper is highly speculative yet, it is clearly biased against larger banks, given their predominant membership in the Federal Reserve System, and large usage of purchased funds. ECONOMIC ADVISORY COMMITTEE 1977 - 1978 Chairman Leif II. Olsen (Leif) Senior Vice President and Economist Citibank, N. A. 399 Park Avenue New York, New York 10022 (212) 559-4278 Members Eugene A. Birnbaum (Gene) Vice President and Chief Economist The First National Bank of Chicago One First National Plaza Chicago, Illinois 60670 (312) 732-3770 William G. Colby (Bill) Senior Vice President and Treasurer First and Merchants Corporation P. 0. Box 27025 Richmond, Virginia 23261 (804) 788-2246 James R. Gibbs (Jim) Senior Vice President Texas Commerce Bank P. 0. Box 2558 Houston, Texas 77001 (713) 236-5483 A. Gilbert Heebner (Gil) Executive Vice President and Economist The Philadelphia National Bank P. 0. Box 7618 Philadelphia, Pennsylvania 19101 (215) 629-3803 Walter E. Hoadley (Walter) Executive Vice President and Chief Economist Bank of America, NT & SA P. 0. Box 37000 San Francisco, California 94137 (415) 622-6092 FORD i LIBRARY GERALD - 2 - Lee J. Nash (Lee) Senior Vice President Shawmut Bank of Boston, NA P. 0. Box 2176 Boston, Massachusetts 02106 (617) 292-2613 Robert T. Parry (Bob) Senior Vice President and Chief Economist Security Pacific National Bank H8-2 P. 0. Box 2097, Terminal Annex Los Angeles, California 90051 (213) 613-5372 Richard S. Peterson (Dick) Senior Vice President and Economist Continental Illinois National Bank and Trust Company of Chicago 231 South LaSalle Street Chicago, Illinois 60693 (312) 828-7840 Gordon Pye (Gordon) Vice President Irving Trust Company One Wall Street New York, New York 10015 (212) 487-6416 Alfred G. Smith (A1) Senior Vice President North Carolina National Bank One NCNB Plaza Charlotte, North Carolina 28255 (704) 374-5896 Sung Won Son (Sung) Vice President and Chief Economist Northwestern National Bank 7th and Marquette Streets Minneapolis, Minnesota 55480 (612) 372-7498 Thomas D. Thomson (Tom) Vice President and Chief Economist Detroit Bank and Trust Company P. 0. ,OX 59 GERALD FORD LIBRARY Detroit, Michigan 48231 (313) 222-3535 AMERICAN 1120 Connecticut Avenue, N.W. BANKERS Washington, D.C. ASSOCIATION 20036 FEDERAL FEDERAL ADMINISTRATIVE COUNSEL AGENCY John J. Gill 202/467-4200 RELATIONS December 13, 1977 Mrs. Catherine Mallardi Administrative Assistant to Chairman Burns Board of Governors of the Federal Reserve System 20th Street & Constitution Avenue, N.W. Washington, D.C. 20551 Dear Mrs. Mallardi: Enclosed for your information is a copy of the agenda for the next meeting of the Government Borrowing Committee. Please call to Chairman Burns' attention that our Committee will be meeting in the Board Room on the 7th Floor of our offices at 1120 Connecticut Ave., N.W. The Committee will look forward to meeting with Chairman Burns, as usual, at 3:30 p.m. on Tuesday, January 24, 1978. Sincerely Jo John J. Gill JJG:dk Enclosure FORD & LIBRARY GERALD GOVERNMENT BORROWING COMMITTEE AMERICAN BANKERS ASSOCIATION January 23-24, 1978 AGENDA Monday, January 23, 1978 6:30 p.m. Reception and Dinner Conference Room International Club Tuesday, January 24, 1978 8:30 a.m. Business Meeting ABA Board Room 9:00 a.m. Slide Presentation (room to be announced) Treasury Building 10:00 a.m. Briefing Session (room to be announced) Treasury Building 12:30 p.m. Luncheon ABA Board Room 3:30 p.m. Committee Briefing with Chairman Burns of the Federal Reserve System ABA Board Room 5:00 p.m. Presentation of Committee Report (room to be announced) Treasury Building International Club -- 1800 K Street, N.W., Washington, D.C., L Street Entrance ABA Board Room - -- 1120 Connecticut Avenue, N.W. Washington, D.C., 7th Floor Main Treasury Building -- 15th & Pennsylvania Ave., N.W., Washington, D.C. FORD & GERALD LIBRARY GOVERNMENT BORROWING COMMITTEE American Bankers Association Report to the Secretary of the Treasury The Honorable W. Michael Blumenthal Washington, D. C. January 24, 1978 The Committee once again benefitted from the Treasury Department's briefings and noted the confidence expressed in the economic growth rate for 1978. The Committee recognizes that the large deficits of the past three years and the projected deficits of fiscal 1978 and fiscal 1979 impose a burden on the financial markets. The Committee feels the Treasury should continue its current policies on debt extension and avoid dependence on the short markets whenever possible. The Committee's recommendations are as follows: 1. To refund approximately $5.0 billion privately held 6-1/4% notes maturing on February 15, 1978 and raise $2.25 to $2.75 billion in new cash we recommend the following: a) offer up to $6.0 billion 7-year 8% notes at par and announce that the Treasury may overallot up to 10 percent of the total amount offered; b) offer $1.25 billion 27-1/4-year 8-1/4% bonds due May 15, 2005, first callable May 15, 2000, constituting the reopening of an existing issue, at price auction. 2. To finance the remaining $12.75 to $13.25 billion of cash needs through March 1978, sell (excluding foreign add-ons): GERALD FORD LIBRARY -2- a) $3.5 billion 2-year cycle notes due February 28, 1980 to raise $1.4 billion new cash; b) $3.5 billion 2-year cycle notes due March 31, 1980 to raise $.7 billion new cash; c) $3.0 billion 4-year cycle notes due March 31, 1982 all new cash. d) Assuming foreign add-ons will raise an average of $.5 billion through each of the above cycle notes, sell approximately $6.25 to $6.75 billion cash management bills with $2.0 billion to be issued in late February and $4.25 to $4.75 to be issued in mid-March, both due in June 1978. 3. To limit the reduction in the operating cash balance to a low point in mid-April of $2 billion from $8 billion on March 31 ($6 billion), sell: a) $2.5 billion 5-year cycle notes due May 15, 1983, dated early April, all new cash; b) Up to $4.5 billion short cash management due April 20, 1978. 4. To retire the $6.25 to $6.75 billion of June cash management bills issued in February and March use $5 billion available for debt paydown and add the $1.25 to $1.75 billion remainder to the cycle notes. This recommendation is a departure from the usual package submitted by this Committee. It is designed to provide a maximum of debt extension at a time when market conditions seem to be appropriate. Looking beyond the first quarter, the combination of accumulating cash needs and the prospect of tighter market conditions suggest a more aggressive debt management posture at this time. In addition, the Treasury must sooner or later face up to the problem in debt structure resulting from the maturation of its previously successful GERALD FORD LIBRARY -3- note cycle program. This has inevitably occurred as a consequence of continued heavy deficit financing. The above package is one way to deal with this problem in today's market, which we believe is more favorable than at a later date. We recognize disintermediation will occur to some extent with an 8 percent coupon at subscription, but the 7-year maturity has approximately the same terms as are available in competing thrift instruments. It will thus tend to minimize this process. Moreover, the reliance on a longer maturity will also act to hold down rates among shorter maturities where the effects of disintermediation would be more pronounced. Although the subscription technique will tend to increase disintermedia- tion, it will also enable the Treasury to raise a substantially larger amount in an extended maturity. Furthermore, looking to cash needs later in the year, the recommended approach will provide a wider range of future short-term options. In the long term area, the Committee again opted for the reopening of an outstanding issue at auction in continuation of efforts to establish issues of sufficient size to facilitate trading. The Committee feels that offering new issues with maturities in excess of thirty years would not meet this test. The obvious alternative to this financing proposal would be the offering of a conventional package consisting of a 3-1/4-year note for $3.25 billion, a seven year note for $2.25 billion, and the reopening of the 8-1/4% bonds of 2005 for $1.25 billion. Our strong preference is for the two-pronged package. GERALD FORD TIGRAPY