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This Solicitation opportunity from California was posted on August 1, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

EUPD90425 - Securities Brokerage Services

Closed
EUPD90425State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 523120
SLED
Fixed Income Trade ExecutionThis subcontract for Fixed Income Trade Execution is issued by the Contracts Department of Transportation Corridor Agencies in California. The selected provider will be responsible for executing trades for corporate securities and permitted investments on behalf of prime contractors involved in agency investment projects. To ensure market accuracy and competitiveness, the contractor must utilize institutional trading desks and Bloomberg terminals to provide credit ratings, indicative purchase yields, and alternative security listings. The contractor is required to maintain all necessary FINRA and SEC registrations to legally perform these financial services. Key deliverables include the successful execution of trades and the provision of detailed comparison tables that outline issuer data and yields for alternative securities. The solicitation was posted on September 28, 2026, with a response deadline of November 9, 2026.
Contracts Department of Transportation Corridor Agencies

POSTED

about 1 month ago

DEADLINE

in 12 days
NAICS: 523120
International
Customs Brokerage ServicesThis subcontract for Customs Brokerage Services supports prime contractors on projects for the Ministry of Agriculture, Fisheries and Mining within the Government of Jamaica. The service provider is responsible for managing customs entries, ensuring full compliance with import regulations, and coordinating the release of goods at the Port of Entry through the use of official customs filing systems and regulatory portals. To qualify for this role, the provider must hold a Licensed Customs Broker certification. The primary objective of the contract is to deliver cleared and released shipments that are ready for immediate haulage, operating under NAICS code 523120.
Ministry of Agriculture Fisheries and Mining

POSTED

2 months ago

DEADLINE

N/A
NAICS: 523120
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Asian Securities Brokerage & SettlementThe United States International Development Finance Corporation Office of Acquisition is seeking a subcontractor for Asian Securities Brokerage and Settlement. The selected provider will perform sales, trading, and settlement of publicly traded securities for prime contractors on DFC projects, specifically executing equity trades within India and Southeast Asia through local affiliates. Key deliverables include the execution of trades and the provision of detailed settlement reports, with a focus on reporting average trading volumes in emerging markets. To be eligible, candidates must possess licensed brokerage status, maintain an active SAM.gov registration, and demonstrate significant experience as an institutional investor. This opportunity falls under NAICS code 523120 and is based in Washington. The response deadline for this requirement is July 30, 2027.
Office Of Acquisition

POSTED

5 months ago

DEADLINE

in 9 months
NAICS: 523120
Federal
European Securities Brokerage & SettlementThe European Securities Brokerage and Settlement subcontract, managed by the United States International Development Finance Corporation Office of Acquisition, involves the sales, trading, and settlement of publicly traded securities for prime contractors on DFC projects. The scope specifically focuses on executing equity trades and settlements within European markets, with a particular emphasis on emerging markets in Eastern Europe. The contractor is responsible for delivering executed trades and detailed settlement reports. To be eligible, providers must maintain licensed brokerage status, hold a valid SAM.gov registration, and possess demonstrated experience working with institutional investors. This opportunity falls under NAICS code 523120 and is based in Washington, DC. The response deadline for this requirement is July 30, 2027.
Office Of Acquisition

POSTED

5 months ago

DEADLINE

in 9 months
NAICS: 523120
Federal
North American Securities Brokerage & SettlementThe North American Securities Brokerage and Settlement subcontract, managed by the Office of Acquisition for the United States International Development Finance Corporation, involves the sales, trading, and settlement of publicly traded securities for prime contractors on DFC projects. The selected provider will execute equity trades and settle securities through major North American stock exchanges, delivering comprehensive executed trades and settlement reports. Eligible candidates must maintain licensed brokerage status, hold a valid SAM.gov registration, and possess demonstrated experience servicing institutional investors, such as sovereign wealth funds or multilateral development banks. This opportunity is categorized under NAICS code 523120, with the place of performance located in Washington, DC. The response deadline for this solicitation is July 30, 2027.
Office Of Acquisition

POSTED

5 months ago

DEADLINE

in 9 months
NAICS: 523120
Federal
Australian Securities Brokerage & SettlementThe Australian Securities Brokerage and Settlement subcontract, managed by the Office of Acquisition for the United States International Development Finance Corporation, involves the sales, trading, and settlement of publicly traded securities for prime contractors on DFC projects within the Australian market. The selected provider will execute equity trades and settlements through major Australian stock exchanges and is required to deliver comprehensive executed trade and settlement reports. To be eligible, contractors must maintain licensed brokerage status, be registered in SAM.gov, and possess demonstrated experience working with institutional investors. This opportunity falls under NAICS code 523120, with the place of performance located in Washington, DC. The response deadline for this subcontract is July 30, 2027.
Office Of Acquisition

POSTED

5 months ago

DEADLINE

in 9 months
NAICS: 523120
Federal
African Securities Brokerage & SettlementThe African Securities Brokerage and Settlement subcontract, managed by the United States International Development Finance Corporation Office of Acquisition, involves the sales, trading, and settlement of publicly traded securities for prime contractors on DFC projects within African markets. The selected provider will be responsible for executing equity trades and reporting average trading volumes across African emerging markets, delivering both executed trades and detailed settlement reports. To be eligible, contractors must possess licensed brokerage status, maintain an active SAM.gov registration, and demonstrate significant experience working with institutional investors. This opportunity is categorized under NAICS code 523120, with the primary place of performance located in Washington, DC. The response deadline for this requirement is July 30, 2027.
Office Of Acquisition

POSTED

5 months ago

DEADLINE

in 9 months
NAICS: 523120
Federal
Latin American Securities Brokerage & SettlementThe Latin American Securities Brokerage and Settlement subcontract, managed by the United States International Development Finance Corporation Office of Acquisition, involves the sales, trading, and settlement of publicly traded securities for prime contractors on DFC projects. The scope specifically focuses on executing equity trades within Brazil and Mexico through local affiliates and reporting trading volumes across emerging markets. The primary deliverables include executed trades and detailed settlement reports. Eligible providers must maintain licensed brokerage status, hold a valid SAM.gov registration, and possess documented experience as an institutional investor. This opportunity falls under NAICS code 523120 and is based in Washington, DC. The response deadline for this requirement is July 30, 2027.
Office Of Acquisition

POSTED

5 months ago

DEADLINE

in 9 months
NAICS: 523120
SLED
Syndicate Member Participation (MBE/WBE/DBE Inclusion)This contract involves participation as a minority-owned, woman-owned, or disabled veteran-owned business entity in an underwriting syndicate to fulfill Illinois diversity reporting requirements. The opportunity is designated as a subcontract related to the financial sector, specifically under NAICS code 523120, which typically covers securities and commodity contracts brokerage. The engagement aims to ensure inclusion of diverse businesses within underwriting activities, supporting the state of Illinois' diversity goals. The contract is managed by the Illinois Office of Management and Budget and requires performance in Springfield, Illinois, at the 62706 zip code. It does not specify a formal set-aside type but emphasizes compliance with state diversity reporting standards. Entities meeting the minority, women, or disabled veteran ownership criteria are encouraged to participate as syndicate members to contribute to both the financial underwriting process and the state's diversity initiatives.
Office of Management and Budget

POSTED

12 months ago

DEADLINE

N/A
NAICS: 523120
SLED
Municipal Bond Underwriting ServicesThis contract involves providing comprehensive underwriting services for the $150 million Build Illinois Bonds, Series C. The scope of work includes structuring the bond issuance, determining appropriate pricing, forming the syndicate of underwriters, and ensuring compliance with all relevant regulatory requirements. The engagement supports the management and successful issuance of municipal bonds to fund public projects in Illinois. The contract is a subcontract awarded by the Illinois Office of Management and Budget, with performance taking place in Springfield, Illinois (ZIP code 62706). It falls under NAICS code 523120, which relates to securities and commodity exchanges, indicating the specialized financial and underwriting services involved. This contract is critical for facilitating the state's financing initiatives through well-structured municipal bonds.
Office of Management and Budget

POSTED

12 months ago

DEADLINE

N/A

General Info

Agency

California → State Controller

NAICS

523120 - Securities Brokerage

Place of Performance

CA, USA

Set-Aside

NONE

Documents

2

IFB EUPD90425 Securities Brokerage Services

PDF, High priority: read this firstifb
High

Notice of Intent to Award IFB EUPD90425 Securities Brokerage Services

PDF, Low prioritynotice-of-intent-to-award
Low

AI Contract Breakdown

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Timeline

1 update
PhaseClosed
Posted

Solicitation

Deadline changed

Response deadline changed from Sep 3, 2025 to Aug 22, 2025.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → State Controller
Contacts1 person available
OfficeN/A
Organization / AgencyCalifornia → State Controller
Office AddressN/A
Contacts
SCO Bids
contact@example.gov

Full Description

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The Contractor shall provide securities brokerage services to the State Controller's Office (SCO), Unclaimed Property Division.

More opportunities from California → State Controller

Same awarding agency

NAICS: 811310
SLED
EDIS90726 RFQ-ITS Equipment and Software Maintenance - Quadient Inserters
Solicitation # EDIS90726
The State Controller's Office (SCO) is soliciting quotes under RFQ-ITS EDIS90726 for a contractor to provide on-site preventive maintenance, on-call repair services, and software maintenance for Quadient mailing equipment and software. The scope of work specifically covers two Quadient DS1200 Q4i Folder Inserters and AIMS500 Software located at the SCO Disbursements office in Sacramento, California. The resulting agreement will have a one-year term with an optional one-year extension. The contractor is responsible for providing original manufacturer parts, maintaining an on-site inventory of consumables, and adhering to all OEM safety requirements. To be eligible, bidders must have been in business for at least three of the last five years and employ field technicians certified by Quadient for the DS1200 4Qi Folder Inserter. At least one technician must possess two years of mailing inserter maintenance experience and technical proficiency with AIMS500 Software. Bidders must also meet specific insurance requirements, including $1 million per occurrence for general liability and $1 million for automobile liability. Award will be granted to the responsive and responsible bidder with the lowest cost following a pass/fail evaluation of administrative and technical requirements. Bids must be submitted in PDF format via email to [email hidden] by October 29, 2026, at 5:00 p.m. PT. Required documentation includes a signed Bidder Certification Sheet, a Generative AI Disclosure, and various certifications for Small Business or Disabled Veteran Business Enterprises. The contract is subject to a budget contingency clause and incorporates the Information Technology General Provisions Non-Cloud Goods and Services. Payment will be made monthly in arrears according to Government Code Chapter 4.5, with a potential $10,000 withhold pending the receipt of the DVBE Subcontracting Report.
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

POSTED

19 days ago

DEADLINE

in 1 day
View Details
NAICS: 423450
SLED
Supply of Original Manufacturer (OEM) Parts and Consumables for Quadient EquipmentThis subcontract agreement focuses on the supply of original manufacturer (OEM) parts and consumables for Quadient DS1200 Q4i Folder Inserters used in State Controller's Office projects. The scope of work specifically includes the provision of belts, bearings, and bulbs, with a strict requirement that no third-party or refurbished parts be used. The contractor is responsible for maintaining an on-site inventory at the State Controller's facility to ensure immediate availability, while coordinating overnight delivery for any items not kept in stock. This procurement effort is managed under NAICS code 423450 for the State of California.
Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers

POSTED

19 days ago

DEADLINE

in 1 day
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NAICS: 541519
SLED
Software Maintenance for Quadient AIMS500This subcontract focuses on providing essential software maintenance and technical support for the Quadient AIMS500 environment used by prime contractors on California State Controller's Office projects. The scope of work includes the delivery of regular updates, patches, and comprehensive technical assistance to ensure the software system remains fully operational and current. To maintain compliance, the contractor must provide detailed maintenance logs and strictly adhere to DGS PD 403-ITGP standards. Qualified providers must hold specific Quadient certification for the AIMS500 software to be eligible. This opportunity falls under NAICS code 541519 and is managed by the State of California. Interested parties should note the response deadline of October 29, 2026, and can find further details through the CalProcure portal.
Other Computer Related Services

POSTED

19 days ago

DEADLINE

in 1 day
View Details
NAICS: 811210
SLED
On-Site Preventive Maintenance and Repair for Quadient DS1200 Q4i Folder InsertersThis subcontract involves providing on-site preventive maintenance and on-call repair services for Quadient DS1200 Q4i Folder Inserters at State Controller's Office facility projects. The scope of work includes quarterly maintenance visits, diagnostic repairs, and after-hours support, with specific requirements to replace belts, bulbs, and bearings according to OEM safety standards. The selected contractor is responsible for delivering fully operational equipment and detailed service reports. To be eligible, contractors must hold a valid California business license and possess official Quadient certification. This opportunity is categorized under NAICS code 811210 and is managed by the State of California. Interested parties must submit their responses by the deadline of October 29, 2026.
Electronic and Precision Equipment Repair and Maintenance

POSTED

19 days ago

DEADLINE

in 1 day
View Details

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