Opportunity

North Orange County Regional Occupational Program Opengov #MA-017-26010613

Award for Continuing Disclosure Services for County of Orange

Posted

November 19, 2025

Identifier

MA-017-26010613

NAICS

523930

This award summary outlines the County of Orange's selection of DTA Public Finance, Inc. for Continuing Disclosure Services: - Government Buyer: - County of Orange, County Executive Office - Budget & Finance - Office location: 400 West Civic Center Drive, 5th Floor, Santa Ana, CA 92701 - Awarded Vendor: - DTA Public Finance, Inc. - Address: 18201 Von Karman Avenue, Suite 220, Irvine, CA 92612 - Services Requested: - Continuing Disclosure Services, including: - Preparation and filing of annual municipal securities reports (per SEC Rule 15c2-12) - Dissemination of reports and material event notices via the MSRB EMMA website - Special services such as attending meetings, preparing training materials, and additional reports as requested - Pricing structure: - $750 per annual report - $150 per event notice - Hourly rates for special services - Contract Details: - Firm fixed fee agreement - Total not-to-exceed amount: $100,000 - Five-year term - Notable Requirements: - All work governed by California law with venue in Orange County - No automatic renewal unless approved by the County Board of Supervisors - Place of Performance: - County Executive Office - Budget & Finance, Santa Ana, CA

Description

The County of Orange has awarded a contract to DTA Public Finance, Inc. for Continuing Disclosure Services. The contract is a firm fixed fee agreement covering financial accounting, public finance, government finance, and auditing services. The period of performance is from December 1, 2025, through November 30, 2030. The contract is active and pertains to services located in California.

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