Award
County of Orange Opengov #MA-017-26010613
Continuing Disclosure Services
Recipient
DTA Public Finance, Inc.
Awarded
December 01, 2025
Identifier
MA-017-26010613
The County of Orange's County Executive Office - Budget & Finance awarded a firm fixed fee contract (MA-017-26010613) to DTA Public Finance, Inc., a California Corporation, for Continuing Disclosure Services. The contract covers ongoing obligations related to municipal securities disclosure as mandated by SEC Rule 15c2-12, including preparation and filing of annual reports and material event notices on the MSRB's EMMA website. The contract term is five years, starting December 1, 2025, and ending November 30, 2030, with a total not-to-exceed amount of $100,000. Services include preparing and filing disclosure reports, disseminating filings, and providing confirmations, with additional services such as attending meetings and preparing training materials available upon request. The place of performance is Orange County, California. Key personnel include Andrea Roess, Nehal Thumar, Jerry Wen, and Diego De Leon. The contract includes detailed terms on indemnification, insurance, confidentiality, and compliance with laws.
Description
Contract for Continuing Disclosure Services between County of Orange and DTA Public Finance, Inc. The contract duration is from December 1, 2025, to November 30, 2030. The services involve financial accounting, public finance, government finance, and auditing services. The contract is active and awarded under a firm fixed fee arrangement. The award amount is listed as $0 in the source, indicating the amount may not be specified or is to be determined.