Official UK procurement notice
Wheatley Group Legal & Associated Services Framework LEG001
Authority: The Wheatley Housing Group Limited (Housing)
What is being bought6 lots · detail below
Published requirement descriptionThe Wheatley Group intends to establish a multi-lot Framework Agreement for the provision of Legal & Associated Services. The Framework will be divided into 6 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5 – Sheriff Officer Services Lot 6 Property Searching & Reporting Services. The Framework will be for a period of 36 months with the option to extend for a further 12 months at the sole discretion of the Wheatley Group.
Lot 1 – Commercial Contracts – including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice.
Lot 2 – Legal Governance & Legal Charities – including as a minimum governance and business structures, data protection, charities advice including business structures and corporate matters and associated legal advice.
Lot 3 - Legal Employment & General Civil Litigation – including as a minimum employment law, pensions advice and general civil litigation services.
Lot 4 – Financing– including as a minimum capital markets and bank funding in relation to new and existing funding and relating to both Scottish and English law
Lot 5 – Sheriff Officer Services.
Lot 6 – Property Searching & Reporting Services.
CPV: Collection agency services · Commercial property management services · Law-courts-related administrative services · Legal advisory and information services · Legal advisory and representation services · Legal advisory services · Legal documentation and certification services · Legal representation services · Legal services · Residential property services
Lots and requirements (6)Procurement structure
6 lots · 1 with a published value · same evaluation weights on every lotLot #1Commercial ContractsRenewalLot estimate not published
Lot 1 Commercial Contracts covers the following areas as a minimum: procurement, construction, development, real estate, intellectual property, information technology, environmental and planning law, litigation support and associated legal advice.
Lot #2Legal Governance & CharitiesRenewalPublished value£95,000
Lot 2 Legal Governance & Legal Charities including as a minimum governance and business structures, data protection, charities advice including legal structural business and corporate matters and associated legal advice.
Lot #3Legal Employment & General Civil LitigationRenewalLot estimate not published
Lot 3 Legal Employment & General Civil Litigation to cover as a minimum: employment law, pensions and court litigation services. Employment law advice to the Group’s Human Resource (HR) department both on a rolling ad hoc basis and in relation to any specific projects affecting the employment status of the employees within the Group companies, keeping our HR department up to date on relevant changes in employment law, advice on compromise agreements, employment tribunal representation where required, TUPE and advice to the in-house legal team in relation to TUPE or other employment issues that may arise in relation to individual projects or third party contracts. Pension’s advice is also included.
Litigation primarily in relation to Court of Session cases, including Judicial Review. Advice and support may be required with housing related litigation including Anti-Social Behaviour Orders and actions for eviction, defence of reparation actions, and actions for Reduction, Suspension and Interdict, although this type of work is generally handled in-house.
Lot #4FinancingRenewalLot estimate not published
Lot 4 providing legal services associated with the area of Financing as follows?
Treasury (debt finance, listed securities, bonds);
Banking and finance including the raising of new, and management of existing bank and capital markets funding;
Issuance and hedging arrangements;
Charging and security work;
FCA and financial regulatory support;
Mergers & acquisitions;
Acquisitions and disposals;
Joint ventures;
Corporate finance;
Financial services regulation;
Corporate insolvency law;
Constitutional issues;
Corporate governance;
New business opportunities;
Amalgamations and restructuring;
Stock transfers;
Taxation advice;
Co-operative & Community Benefit societies law;
Grant applications e.g. Big Lottery funding.
Lot #5Sheriff Officer ServicesRenewalLot estimate not published
Sheriff Officer services which will be required in relation to this lot arise from litigation in relation to rent arrears recovery, general debt recovery for former tenant arrears, litigation to recover factoring debt, anti-social evictions and anti-social behaviour orders.The Sheriff Officers must have experience in providing a wide range of Sheriff Officer services and dealing with a high volume of work. The Sheriff Officers must employ appropriate numbers of suitably qualified staff with a sufficiently broad range of expertise to meet our requirements.
Lot #6Property Searching & ReportingRenewalLot estimate not published
The Wheatley Group expects successful Service Providers for this Lot to provide services related to property transactions where Wheatley Housing Group entities are the sellers of, or granters of subordinate rights in, the land, including, but not limited to:
Legal Reports
Plans Reports
Companies/Mutual Societies searches
Register of Community Interests in Land searches
Property Enquiry Certificates
Coal Mining Reports
Extracts/copies of title deeds
Ownership searches, particularly Register of Sasines
Ownership plans (site assembly)
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Published award criteria (2)
- Quality: 70
- Price: 30
- Suitability
SPD Question 4A.2 (Pass or fail)
Bidders must be a member of the following in respect of Lots 1,2,3,4:-
Member of the Law Society of Scotland
Bidders must be a member of the following in respect of Lot 5:-
Member of the Society of Messengers-at-Arms & Sheriff Officers
It is a mandatory requirement for bidders to hold the above memberships.
This requirement does not apply to Lot 6 - Property Searching and Reporting
More information - Appendix 1 - Instructions to Tenderers document (Section 14.2)
- Economic & financial standing
SPD Question 4.B.1.1 Turnover (For information only)
Bidders will be required to provide the "general" annual turnover for the previous three (3) years or for how long the organisation has been in operation if this is less than 3 years.
SPD Question 4.B.5/4.B.5.1 - Insurance (Pass/Fail)
Bidders are required to hold the following levels of Insurance:
Lot 1, Lot 4 & Lot 6-
Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Professional Indemnity insurance to the value of at least TEN MILLION (GBP 10,000,000) POUNDS STERLING
Lot 2 & 3 -
Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Professional Indemnity insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Lot 5 -
Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING
Professional Indemnity insurance to the value of at least TWO MILLION (GBP 2,000,000) POUNDS STERLING
The above insurances shall be with an insurance company registered with Financial Conduct Authority (FCA) in the UK, or equivalent body for other EU member states.
Should the Bidder not have the specified…
Minimum: All bidders must pass the minimum requirements as detailed in this contract notice and bidder's documentation. Where a Bidder does not hold or commit to obtaining the types and levels of insurance indicated, the Wheatley Group will exclude the Bidder from the competition. More in… - Technical & professional ability
- Applicable Scored SPD Quality questions 4C.
2)Interview/Presentation
- Added Values
- Community Benefits
The above questions are scored and instructions can be found in section 15 of Appendix 1 - Instruction to Tenderers document.
Responses to these questions should be presented in Appendix 4 - Response to SPD Quality Questions document
Minimum: All bidders must pass the minimum requirements as detailed in this contract notice and Appendix 1 - Instruction to Tenderer's document. - Technical & professional ability
Bidders must be a member of the following in respect of Lots 1,2,3,4
Member of the Law Society of Scotland
Bidders must be a member of the following in respect of Lot 5:-
Member of the Society of Messengers-at-Arms & Sheriff Officers
This requirement does not apply to Lot 6 - Property Searching and Reporting
- Staff
- Names and qualifications of delivery staff must be submitted
- Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.
- “Wheatley Group Legal & Associated Services Framework LEG001” is a framework: the contest is a place on its panel, not a single contract.
Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.
Procedure terms & legal framework
From the official record · publisher note attached- Procedure method
- Open procedure
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Services
- Notice status
- Closed
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Framework agreement
- Who may use this agreement
- Not stated in the notice; call-off rights may be limited to the establishing authority
- Competition type
- Competitive procedure
- GPA / WTO covered
- Yes (GPA)
- Recurring procurement
- No (one-off requirement)
- First published
- 27 Jun 2022, 08:46 BST
- Last source update
- 27 Jun 2022, 08:46 BST
- Award evaluation window
- 29 Jul 2022 – …
- Authority reference
LEG001- FTS notice number
2022/S 000-017425- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-034ab6Find a Tender
- Electronic trading
- e-invoicing allowed · electronic ordering · electronic payment
- Performance terms
Following successful appointment to the Framework, Service Providers must monitor the volume of spend which has been awarded to their organisation and commit to undertaking at least one of the Community Benefits or Knowledge Transfer benefits listed in Appendix 9 of the Invitation to Tender for each accumulative total of GBP 50,000 spend with their organisations (i.e. GBP 150,000 total commission will see a requirement of 3 community benefits to be undertaken).
The successful service provider will also monitor Key Performance Indicators (KPIs) using the provided template (Appendix 8 - KPI)
Additional Services – the service providers appointed to the Framework will provide access to a number of additional added value services including Know-How, Training, initial consultation.
See Section 15 of Appendix 1 - Instruction to Tenderers document for further details
Publisher note: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Bidders responses to the ESPDS will be assessed on the basis of: Questions 2A.1 – 2D.1.1 Information Only; Questions 3A – 4A. Pass or Fail; Question 4B.1.1 –Information Only Applicable Questions in 4B - Pass/Fail Applicable Questions in 4C - Scored Question 4C.10 –Information Only More information in Appendix 1 Instructions to Tenderers document (from page 16) 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=696850. 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. A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363 Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: Following successful appointment to the Framework, Service Providers must monitor the volume of spend which has been awarded to their organisation and commit to undertaking at least one of the Community Benefits or Knowledge Transfer benefits listed in Appendix 9 of the Invitation to Tender for each accumulative total of GBP 50,000 spend with their organisations (i.e. GBP 150,000 total commission will see a requirement of 3 community benefits to be undertaken). (SC Ref:696850)
How it was run
Official notice- Appointment period ends
- 29 Jul 2022, 12:00 BST
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bids opened
- 29 Jul 2022, 12:00 BST
Timeline
27 Jun 2022 → 29 Jul 2022 · 3 dates- Notice published27 Jun 2022, 08:46 BST
- Admission / appointment period endsperiod end, not a bid countdown29 Jul 2022, 12:00 BST
- Bids opened29 Jul 2022, 12:00 BST
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Glasgow Sheriff Court and Justice of the Peace CourtReview body
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.