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BDA (Broker-Dealer Application) CEO-ONLYConsulting · betaCounty buyer

Broker-Dealer Application (BDA) 2026

Orange County (CA), California · County Executive Office - Budget & Finance
Responses dueWed, Oct 213:00 PM PT · California time13 days left
PostedWed, Sep 16No amendments since
Solicitation no.DBA 23-000122California DGS - Cal eProcure / California State Contracts Register (CSCR)
Set-asideNoneOpen to all firms

What the county is buying

by RFPFinder from the notice; the solicitation governs

The County of Orange is seeking Broker-Dealers to provide investment-related services. Applicants will be evaluated based on County requirements for inclusion on an approved list.

Scope

  • Provide investment-related services to the County.
  • Inclusion on the County’s “Approved Broker-Dealers List.”
Q&A closes Oct 14Days to respond: 13

How to get the bid documents

  1. Open the notice on California DGS - Cal eProcure / California State Contracts Register (CSCR)
  2. Read the notice; the source lists no attachments
  3. Submit by unknown before 3:00 PM PT on Oct 21

The source notice lists no attachments.

Open the original listing on the agency portal

Details

Place of performance
California
Buyer type
County
Notice type
BDA (Broker-Dealer Application) CEO-ONLY
Solicitation no.
DBA 23-000122
Category
Consulting · beta
Local presence
Not required
Amendments
None since Sep 16
Contact
David Mojarro · Procurement Buyer
Office
County Executive Office - Budget & Finance
Email
david.mojarro@ceo.oc.gov
Phone
(714) 567-5025

Not stated in the notice: estimated value, contract type, period of performance. Check the bid documents.

Contact details from the source notice. Contact the buyer only about this solicitation, and note the question deadline.

Key dates

Wed, Sep 16Posted
Wed, Oct 14 · 3:00 PM PTQuestions due · 6 days
Wed, Oct 21 · 3:00 PM PTResponses due · 13 days left Under 14 days

Change log

verified Wed, Oct 7 · 11:16 PM PT

No amendments since posting on Wed, Sep 16; verified Wed, Oct 7 · 11:16 PM PT.

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Notice as published

Broker-Dealer Application (BDA) 2026

Released: September 16, 2026 12:00 AM PDT Questions due (Question Submission Deadline): October 14, 2026 3:00 PM PDT Responses due (Response Submission Deadline): October 21, 2026 3:00 PM PDT

The County of Orange (County) periodically evaluates and establishes a slate of Broker-Dealers authorized to provide investment-related services to the County. Through this application process, the County will evaluate Broker-Dealers (BDs) submitting applications for potential inclusion on the County’s “Approved Broker-Dealers List.” All applicants will be evaluated based upon the County’s requirements and other relevant factors; prior inclusion on the County’s “Approved Broker-Dealers List” does not confer preference or guarantee continued inclusion.

UNSPSC codes: 80170000 Public relations and professional communications services; 80171500 Situation and stakeholder analysis and communications planning services; 80171600 Publicity and marketing support services; 80171800 Media relations services; 80171900 Stakeholder management and relations services; 80172000 Professional communication services; 80172100 Issues and crisis management services

Addenda issued: 3

Listing collected from California DGS - Cal eProcure / California State Contracts Register (CSCR). Always confirm requirements in the original solicitation before you bid.

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