Broker for Listed Shares

{
    "tag": [
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    ],
    "id": "ocds-h6vhtk-06782c-2026-03-30T16:06:32+01:00",
    "date": "2026-03-30T16:06:32+01:00",
    "ocid": "ocds-h6vhtk-06782c",
    "description": "This is a relevant climate change contract, bidders are required to complete and return the attached Climate Change Plan template. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=827735. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:827735) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=827735",
    "initiationType": "tender",
    "tender": {
        "id": "P26-0029",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Broker for Listed Shares",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66130000",
            "description": "Brokerage and related securities and commodities services"
        },
        "mainProcurementCategory": "services",
        "description": "The purpose of this ITT is to appoint a single supplier to deliver Execution Only listed share brokerage services, as set out in the Invitation to Tender, to Scottish Enterprise.",
        "value": {
            "amount": 402000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "description": "The purpose of this ITT is to appoint a single supplier to deliver Execution Only listed share brokerage services, as set out in the Invitation to Tender, to Scottish Enterprise.",
                "contractPeriod": {
                    "durationInDays": 2160
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Contract for an initial period of 48 months with the option to extend for a further 2 periods of 12 months."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "participationFees": [
            {
                "id": "1",
                "type": [
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                ]
            }
        ],
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "4A2a. Bidders must be registered with the Financial Conduct Authority (FCA) or equivalent.",
                    "appliesTo": [
                        "supplier"
                    ]
                }
            ]
        },
        "documents": [
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "coveredBy": [
            "GPA"
        ],
        "tenderPeriod": {
            "endDate": "2026-05-04T11:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
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            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "awardPeriod": {
            "startDate": "2026-05-04T11:00:00+01:00"
        },
        "bidOpening": {
            "date": "2026-05-04T11:00:00+01:00"
        },
        "hasRecurrence": false,
        "contractTerms": {
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "reviewDetails": "In the first instance, contact the Head of Facilities Management and Procurement at Scottish Enterprise, with any concerns or enquiries. Email: https://www.scottish-enterprise.com/help/contact-us. An economic operator that suffers, or risks suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015, may bring proceedings that will be started in the High Court."
    },
    "parties": [
        {
            "id": "GB-FTS-1478",
            "name": "Scottish Enterprise",
            "identifier": {
                "legalName": "Scottish Enterprise"
            },
            "address": {
                "streetAddress": "Atrium Court, 50 Waterloo Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G2 6HQ",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1414686024",
                "email": "gordon.hutton@scotent.co.uk",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
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            "details": {
                "url": "http://www.scottish-enterprise.com/",
                "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398",
                "classifications": [
                    {
                        "id": "REGIONAL_AGENCY",
                        "scheme": "TED_CA_TYPE",
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                    {
                        "id": "04",
                        "scheme": "COFOG",
                        "description": "Economic affairs"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-5762",
            "name": "Glasgow Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "Sheriff Clerk's Office, PO Box 23, 1 Carlton Place,",
                "locality": "Glasgow",
                "postalCode": "G5 9DA",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1414298888"
            },
            "roles": [
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            "details": {
                "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court"
            }
        },
        {
            "id": "GB-FTS-1538",
            "name": "Scottish Government",
            "identifier": {
                "legalName": "Scottish Government"
            },
            "address": {
                "streetAddress": "5 Atlantic Quay, 150 Broomielaw",
                "locality": "Glasgow",
                "postalCode": "G2 8LU",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1412425466",
                "email": "SPOEprocurement@scotland.gsi.gov.uk"
            },
            "roles": [
                "mediationBody",
                "reviewContactPoint"
            ],
            "details": {
                "url": "http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries"
            }
        }
    ],
    "buyer": {
        "id": "GB-FTS-1478",
        "name": "Scottish Enterprise"
    },
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    "language": "en"
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