Broker for Listed Shares

{
  "id": "029262-2026",
  "tag": [
    "tender"
  ],
  "date": "2026-03-30T16:06:32+01:00",
  "ocid": "ocds-h6vhtk-06782c",
  "buyer": {
    "id": "GB-FTS-1478",
    "name": "Scottish Enterprise"
  },
  "links": [
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000827735"
    }
  ],
  "tender": {
    "id": "P26-0029",
    "lots": [
      {
        "id": "1",
        "status": "active",
        "renewal": {
          "description": "Contract for an initial period of 48 months with the option to extend for a further 2 periods of 12 months."
        },
        "hasOptions": false,
        "hasRenewal": true,
        "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
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKM"
          }
        ]
      }
    ],
    "title": "Broker for Listed Shares",
    "value": {
      "amount": 402000,
      "currency": "GBP"
    },
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      },
      {
        "id": "technical",
        "documentType": "technicalSelectionCriteria"
      }
    ],
    "bidOpening": {
      "date": "2026-05-04T11:00:00+01:00"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2026-05-04T11:00:00+01:00"
    },
    "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.",
    "tenderPeriod": {
      "endDate": "2026-05-04T11:00:00+01:00"
    },
    "contractTerms": {
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "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.\nAn 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.",
    "classification": {
      "id": "66130000",
      "scheme": "CPV",
      "description": "Brokerage and related securities and commodities services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "bidValidityPeriod": {
        "durationInDays": 90
      }
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "participationFees": [
      {
        "id": "1",
        "type": [
          "document"
        ]
      }
    ],
    "procurementMethod": "open",
    "selectionCriteria": {
      "criteria": [
        {
          "type": "suitability",
          "appliesTo": [
            "supplier"
          ],
          "description": "4A2a. Bidders must be registered with the Financial Conduct Authority (FCA) or equivalent."
        }
      ]
    },
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-1478",
      "name": "Scottish Enterprise",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKM82",
        "locality": "Glasgow",
        "postalCode": "G2 6HQ",
        "countryName": "United Kingdom",
        "streetAddress": "Atrium Court, 50 Waterloo Street"
      },
      "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",
            "description": "Regional or local agency/office"
          },
          {
            "id": "04",
            "scheme": "COFOG",
            "description": "Economic affairs"
          }
        ]
      },
      "identifier": {
        "legalName": "Scottish Enterprise"
      },
      "contactPoint": {
        "url": "http://www.publiccontractsscotland.gov.uk",
        "email": "gordon.hutton@scotent.co.uk",
        "telephone": "+44 1414686024"
      }
    },
    {
      "id": "GB-FTS-5762",
      "name": "Glasgow Sheriff Court and Justice of the Peace Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Glasgow",
        "postalCode": "G5 9DA",
        "countryName": "United Kingdom",
        "streetAddress": "Sheriff Clerk’s Office, PO Box 23, 1 Carlton Place,"
      },
      "details": {
        "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court"
      },
      "identifier": {
        "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
      },
      "contactPoint": {
        "telephone": "+44 1414298888"
      }
    },
    {
      "id": "GB-FTS-1538",
      "name": "Scottish Government",
      "roles": [
        "mediationBody",
        "reviewContactPoint"
      ],
      "address": {
        "locality": "Glasgow",
        "postalCode": "G2 8LU",
        "countryName": "United Kingdom",
        "streetAddress": "5 Atlantic Quay, 150 Broomielaw"
      },
      "details": {
        "url": "http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries"
      },
      "identifier": {
        "legalName": "Scottish Government"
      },
      "contactPoint": {
        "email": "SPOEprocurement@scotland.gsi.gov.uk",
        "telephone": "+44 1412425466"
      }
    }
  ],
  "language": "en",
  "description": "This is a relevant climate change contract, bidders are required to complete and return the attached Climate Change Plan template.\nNOTE: 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.\nThe 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.\nSuppliers 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.\n(SC Ref:827735)\nDownload the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=827735",
  "initiationType": "tender"
}