Filings Summary

Continuing Disclosure Obligation for Your Underwriting Practice – Streamlined and Proven.

A result of collaboration with market participants, Filings Summary is the best practice solution for the Municipal Underwriters tasked with the “5 Year Lookback” as part of their due diligence requirements.

Filings Summary Standard

The Filings Summary Standard report service is now available. Increased efficiencies can be realized by simply providing a CUSIP 8 or 9, or selecting an entity from DPC’s Obligor Database.  Have confidence knowing that you’ll have over 20 years of municipal bond disclosure experience when you request your 5-year historical due diligence review.

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Users of the Filings Summary Standard Service can access reports via the Filings Summary website or by selecting the report option on the IPREO BiDCOMP/Parity Platform. Designed with the competitive bid process in mind, the Standard report provides real-time report generation with live document links and the necessary filing dates. Filings Summary Standard report helps address your five year look back requirement with access to continuing disclosures, material events and access to MuniGUARD News®.

 

Filings Summary Professional

Customers who subscribe to the Filings Summary Professional Service have access to the latest dashboard workspace designed to capture the details required in the negotiated deal process. Previously issued official statements, escrows and amendments are linked to CUSIP and target Obligors. The due diligence process is streamlined with the extraction of continuing disclosure undertaking language.  Filings Summary Professional is coupled with a calculation tool to determine reporting compliance and a workspace to highlight compliance flags and maintain user commentary.

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For more information and a demonstration of how Filings Summary can become the centerpiece of your underwriting due diligence process, click here, call at 800-996-4747 or email:  sales@dpcdata.com