Broker-dealer application for county investment services
Broker-Dealer Application (BDA) 2026, Solicitation 303602, issued by Orange County.
At a glance
Orange County is accepting applications from broker-dealers seeking inclusion on its approved vendor list for investment-related services. Applicants will be evaluated based on county requirements and relevant factors, with no preference given to previously approved firms. Applications are due October 21, 2026.
Key facts
- Issuing agency
- Orange County
- Solicitation number
- 303602
- Type
- purchase
- Posted
- Sep 17, 2026
- Response deadline
- Oct 21, 2026, 6:00 PM EDT
- Questions due
- Oct 14, 2026, 6:00 PM EDT
- Place of performance
- Orange County, CA
- Official posting
- Documents, addenda and the procurement contact, free with an account.
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Official description
Solicitation #DBA 23-000122. Issued by County Executive Office - Budget & Finance. 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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