DBC general support information

For DBC Finance, this page contains ways to get technical support (Section I), training (Section II), and references to federal regulations, industry standards, and reinvestment security specifications in Section III. Instructions to install or update DBC Finance are in Section IV and V.

I. DBC FINANCE SUPPORT
II: DBC Finance Training Resources
III. Federal regulations and industry standards in DBC programs
IV. Installation on a new computer
V. Updating existing DBC Finance application to latest version

I. DBC FINANCE SUPPORT

  1. If the question or problem relates to a particular DBC data file, then open the DBC Finance document, and use the Help menu - EMAIL DATA TO DBC function to send a question. It's best to submit the entire issuer, and to ask the question in the comment field.

    [Note: If this program is unable to upload the request initially, go to Tools--Preferences--Internet Settings, and change the Email Method to Use MS Outlook. Then try Email data to DBC again.]

  2. For general questions, fill out the support request form:
    https://www.dbcinc.com/general/contactdbc.php

  3. For general (non-deal-specific) questions regarding use of DBC Finance, send an email to
    dbcfinance@sscinc.com .

  4. For program support via telephone, call 646-213-7198. Leave a message and someone will return your call as soon as possible between 9am and 6pm Eastern time.

  5. If you get a dialog box that says Diagnose a problem starting DBC Finance:
    1. Click the Diagnose button, and wait a few seconds.
    2. In the E-mail dialog, input contact info.
    3. Check Save diagnostics information .
    4. Check Create e-mail document .
    5. Click on Send e-mail button
      If Step E fails, then email the idotpt.idf file on your Desktop to dbcadmin@sscinc.com .
  6. For license issues, contract, and billing questions, please send email to
    dbcsales@sscinc.com .

II: DBC Finance Training Resources:

Training Part I: DBC training classes

The schedule for online meetings and the sign-up link is at
https://www.dbcinc.com/general/dbctraining.php

Training Part II: Youtube

On Youtube, there are 3 training videos.

Training Part III: Video tutorials

The original Video Tutorials were created in a format that is no longer supported by Adobe. At this time, we have not converted all of them to another format due to technical issues. However, there is a standalone video playing app from Adobe which you can download and use to view the video tutorials. These are the instructions to watch additional videos.

  1. Open this web page:

    https://web.archive.org/web/20101113182059/http:/www.adobe.com/support/flashplayer/downloads.html/#fp10

  2. On the web page, click the 4th link under the Windows section for the Projector executable (5.30MB), and SAVE the file to a folder on your computer.

  3. Run the standalone video player you just downloaded.
  4. In the video player, go to FILE menu.
  5. Choose Open.
  6. At the Location prompt, copy and paste the text below this line. Click OK to play the DBC Basics tutorial.

    https://www.dbcinc.com/files/general/finance/moviebin/DBC%20Basics.swf

  7. To play the Debt/Size tutorial, paste this text into the Location prompt:

    https://www.dbcinc.com/files/general/finance/moviebin/Debt%20Size%20Tutorial.swf

  8. To play the Refund tutorial, paste this text into the Location prompt:

    https://www.dbcinc.com/files/general/finance/moviebin/Refund%20Tutorial.swf

  9. To play the Split Maturities tutorial, paste this text into the Location prompt:

    https://www.dbcinc.com/files/general/finance/moviebin/Split%20Maturities.swf

  10. To play the Wrap tutorial, paste this text into the Location prompt:

    https://www.dbcinc.com/files/general/finance/moviebin/Wrap.swf

Training Part IV: DBC Finance Tutorials in PDF format

In DBC, go to Help--Tutorials. There are three printable tutorials in PDF format: Debt/Size, Refund, and Project Finance. New users will benefit from doing these tutorials before attending the DBC training class. Direct links to the tutorials are below:

III. Federal regulations and industry standards in DBC programs

  1. Bond price/yield calculations and 30/360 day-counting:
    MSRB Rule G-33
    https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-33

    MSRB Rule G-15 (a)
    https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-15#a-Customer-Confirmations

  2. Online bond calculators which are MSRB compliant:
    TIPS LLC's Fixed income calculator:
    https://www.tipsinc.com/ficalc/

    SSCM bond calculator:
    https://bondcalc.sscmfi.com/index.php?task=G-C

  3. Bond interest calculations conform to Standard Securities Calculation Methods, vol I:
    https://www.sscmfi.com/index.php

  4. Arbitrage yield on tax-exempt bond issues:
    https://www.ecfr.gov/current/title-26/part-1/section-1.148-4#p-1.148-4(a)

  5. Arb yield considerations on callable bonds
    https://www.ecfr.gov/current/title-26/part-1/section-1.148-4#p-1.148-4(b)(3)

  6. Arb yield considerations for deep-discount term bonds:
    https://www.ecfr.gov/current/title-26/part-1/section-1.148-4#p-1.148-4(b)(2)(ii)

  7. IRS Form 8038 instructions and calculation methods:
    https://www.irs.gov/pub/irs-pdf/i8038g.pdf

  8. Interest calculations on US Treasury notes, bonds, and SLGS securities:
    https://www.ecfr.gov/current/title-31/subtitle-B/chapter-II/subchapter-A/part-306#306.35

    https://slidetodoc.com/state-and-local-government-series-slgs-interest-calculations/

  9. SLGS Daily Rate Table:
    https://treasurydirect.gov/GA-SL/SLGS/selectSLGSDate.htm

    https://fiscaldata.treasury.gov/datasets/slgs-daily-rate-table/time-deposit-rate

  10. SLGS Time-Deposit securities information and regulations:
    www.slgs.gov

    https://www.ecfr.gov/current/title-31/part-344#p-344.4(a)

  11. SLGS interest rate determination method:
    https://www.treasurydirect.gov/government/slgs/reading-daily-rate-table/#id-interpreting-the-time-deposit-rate-644226

  12. Open-market Security (OMS) pricing downloads:
    https://www.dbcinc.com/general/oms.php

IV. Installation on a new computer

  1. Download the DBC Finance installer:
    https://www.dbcinc.com/general/download.php/?arg=download,23073676
  2. Right click on the fin-setup.exe application.
  3. Choose RUN AS ADMINISTRATOR. (This may require help from your IT department.)
  4. When prompted, please enter the DBC Finance Product Key (including the dashes)
     
      11343-4876-256659
     
  5. After the installation finishes, run DBC Finance.
  6. If it says Diagnose problem starting DBC, click the INSTALL button under the Internet License section.
  7. Input the Internet License and License Code you or your firm have been given.
  8. If you do not have Internet License number and License Code, email admin@dbcinc.com for assistance.

V. Updating existing DBC Finance application to latest version

Please use these instructions to update DBC Finance to the current version:

  1. Exit out of DBC Finance on the computer to be updated before proceeding.
  2. Click on the link below and save the linked file FIN-LATEST.UPD to your computer.

    https://www.dbcinc.com/general/download.php/fin-latest.upd?arg=finance,fin-latest.upd

  3. Right-click on the DBC Finance shortcut.
  4. Choose Open File Location.
  5. Right-click on the IUPDATE application from the folder.
  6. Choose Run as Administrator. (This step might require assistance from your IT dept.)
  7. In IUPDATE, select the file FIN-LATEST.UPD (saved in step 2).
  8. Click Open button.
  9. After a few seconds, you should see a message that the DBC Finance update completed.
  10. Run the DBC Finance application.
  11. Go to Help menu - About DBC Finance to verify that you're running the updated version.

If this procedure does not update DBC Finance, then contact your IT Department in order to install the update.

Below are some of the possible reasons for this updating procedure to fail:

  1. No write permission to Finance system files.
  2. User account permissions prohibit updating executables.
  3. Finance system files are in use and locked by another process on this computer or another user on the network.
  4. Bad or missing IUPDATE.EXE file.
  5. Bad or missing FINANCE.DBC file.
  6. Corrupt FIN-LATEST.UPD update file.

If the existing installation is missing update utility files, see Section IV above to reinstall DBC Finance.