In 2014, Park City hired the Zions Public Finance disclosure team to perform a review of the City’s past continuing disclosure compliance during the Securities and Exchange Commissions’ Municipal Continuing Disclosure Cooperative (MCDC) Initiative. Our comprehensive review of the City’s historical disclosure restored its compliance. The City then hired Zions to provide ongoing disclosure services, which include monitoring disclosure compliance; ongoing surveillance for material events; and, preparing and filing the City’s annual disclosure report to the MSRB's Electronic Municipal Market Access (EMMA) website.

For over two decades, Zions Public Finance has provided disclosure services to Davis School District. During this time, Zions has prepared and filed every disclosure report accurately and within the required time frame. Additionally, Zions assisted the District with material event notices regarding rating upgrades and disseminating direct purchase transaction information to the investment community. Currently Zions reports on over 150 securities for the District.

In 2005, Utah Associated Municipal Power Systems (UAMPS) hired Zions Public Finance to prepare their annual continuing disclosure. UAMPS’ continuing disclosure is complex due to the variety of projects and members who are named as participants in each transaction. Continuing disclosure is not only required for UAMPS as the issuer of bonds, but also participating members as members are named as obligated persons. Under the SEC disclosure rule, obligated persons are subject to continuing disclosure. Currently, Zions Public Finance files UAMPS annual disclosure reports for 14 members as well as the issuer annual disclosure report.

Zions has provided disclosure services to Madison School District No. 321 for over 12 years. During this time, the Zions team has prepared and filed every disclosure report accurately and within the required time frame. Additionally, Zions assisted the District with material event notices regarding bond insurance rating changes and a Moody’s rating recalibration to the investment community. Currently Zions reports on nearly 40 securities for the District.

In 2019, Zions was hired to provide disclosure services to the City of Sun Valley. The Zions disclosure team prepared a supplemental document that contains all required content and attached it to the City’s audit report to complete the annual continuing disclosure report. This report was filed on the MSRB's Electronic Municipal Market Access (EMMA) in over a month before the required deadline. Filing early disclosure is considered “best practices” by the Governmental Finance Office Association and shows the investment community that the City takes its disclosure requirement seriously, which results in a credit positive for the City.

Zions has been assisting Minidoka Joint School District No. 331 with their annual disclosure filing for over 14 years. During this time, the Zions team has prepared and filed every disclosure report accurately and within the required time frame. Additionally, Zions assisted the District with material event notices regarding bond insurance rating changes and a Moody’s rating recalibration to the investment community. Currently Zions reports on over 20 securities for the District.