Broker-Dealer Application (BDA) 2026
Open State & local contract opportunity Posted
- Solicitation number
- DBA 23-000122
- State
- California
- Responses due
Opportunity facts
- Jurisdictions
- NIGP codes
- 91503 Advertising/Public Relations (Incl. Skywriting)
- 91812 Analytical/Predictive Studies And Surveys (Consulting)
- 91826 Communications: Public Relations Consulting
- 91522 Communications Marketing Services
- 94876 Psychologists/Psychological And Psychiatric Services (Including Behavioral Management Services)
- UNSPSC codes
- 80172000 Professional communication services
- 80172100 Issues and crisis management services
- 80170000 Public relations and professional communications services
- 80171500 Situation and stakeholder analysis and communications planning services
- 80171600 Publicity and marketing support services
- 80171800 Public relations and media relations services
- 80171900 Stakeholder management and relations services
- Point of contact
-
- David Mojarro david.mojarro@ceo.oc.gov (714) 567-5025
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
Orange County, California is soliciting applications from broker-dealers for potential inclusion on the County's "Approved Broker-Dealers List" through the Broker-Dealer Application (BDA) 2026 process, with applications due October 21, 2026. Prior inclusion on the list does not confer preference or guarantee continued inclusion in this or future cycles.
Applicants will be evaluated based on the County's requirements and other relevant factors to determine authorization to provide investment-related services to Orange County. The scope encompasses broker-dealer services; specific service lines, transaction types, and operational requirements are detailed in the application materials.
Orange County issued Addendum #1 Revision on September 21, 2026, which clarifies, modifies, or supplements original application requirements and instructions. Broker-dealers must comply with all requirements outlined in the addendum. The application materials specify pricing terms, application fees, required qualifications, service scope, and administrative procedures.
This is an open-enrollment or periodic slate-establishment process rather than a time-limited competitive procurement. Qualified broker-dealers may apply; evaluation and inclusion decisions rest with the County based on stated criteria. Questions or clarifications should reference the addendum and supporting application documents posted with the opportunity.
Opportunity text
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.
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