This Subcontract opportunity from California was posted on September 17, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Broker-Dealer Investment Services

Closed

State & Local

Submission Closed10/21/2026, 03:00:00 PM PDT

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523130

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State Board of Administration

POSTED

about 2 months ago

DEADLINE

in 7 months

AI Contract Overview

The Broker-Dealer Investment Services subcontract, managed by the County Executive Office of Budget and Finance for the state of California, involves providing specialized investment services for prime contractors on County of Orange projects. The selected provider will be responsible for executing trades in U.S. Government Securities, offering liquidity and market-making services, and managing investment portfolios in strict accordance with the County's Investment Policy. Key deliverables include the execution of trades, the management of investment portfolios, and the submission of detailed financial transaction reports. To qualify for this role, the contractor must maintain active SEC and FINRA registrations, hold valid authorization to operate in California, and possess SIPC insurance. This opportunity was posted on September 17, 2026, with a response deadline of October 21, 2026, falling under NAICS code 523130.

General Info

California broker-dealer services for Orange County investment portfolio management and securities trading.

Agency

California → County Executive Office - Budget & Finance

NAICS

523130 - Commodity Contracts Dealing

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of DBA 23-000122.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Broker-Dealer Application (BDA) 2026

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedSep 17

subcontract

Response DeadlineOct 21

Deadline has passed

Submission Closed

10/21/2026, 03:00:00 PM PDT

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Organization & Contact Information

AgencyCalifornia → County Executive Office - Budget & Finance

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → County Executive Office - Budget & Finance

Office AddressN/A

ContactsNo contact information available

Full Description

Provides investment-related services for prime contractors on County of Orange investment projects. Executes trades in U.S. Government Securities, provides liquidity and market-making services, and manages investment portfolios per the County's Investment Policy. Requires SEC and FINRA registrations, California authorization, and SIPC insurance. Delivers executed trades, investment portfolios, and financial transaction reports.