Find a TenderAwarded
Published 13 Mar 2023, 08:50 GMT

Official UK procurement notice

Wheatley Group Legal & Associated Services Framework LEG001

Official notice

Authority: The Wheatley Housing Group Limited (Housing)

Framework agreement6 lotsServicesOpen procedureSME suitable
Framework ceiling (notional)Value not publishedframework ceiling, not attributable revenue
Awarded 14 Nov 2022
Lots 6see the lot list below

What is being bought6 lots · detail below

Published requirement description

The Wheatley Group intends to establish a multi-lot Framework Agreement for the provision of Legal & Associated Services. The Framework will be divided into 7 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5a – Sheriff Officer Services (Central Scotland Region) Lot 5b - Sheriff Officer Services (Dumfries and Galloway Region) 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 5a – Sheriff Officer Services (Central Scotland Region).

Lot 5b – Sheriff Officer Services (Dumfries and Galloway Region).

Lot 6 – Property Searching & Reporting Services.

CPV: Collection agency 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

How this framework works

From the published notice
Bids received
8 bids on the busiest of 6 lots · 9 suppliers appointed

Lots and requirements (6)Procurement structure

6 lots · no lot values published · evaluation weights differ by lot
Lot #1Commercial ContractsAwarded

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.

Delivery: Scotland
Lot #2Legal Governance & CharitiesAwarded

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.

Delivery: Scotland
Lot #3Legal Employment & General Civil LitigationAwarded

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.

Delivery: Scotland
Lot #4FinancingAwarded

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.

Delivery: Scotland
Lot #5Sheriff Officer Services - Central Scotland RegionAwarded

Sheriff Officer services which will be required to cover the Central Scotland Region 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.

Delivery: Scotland
Lot #6Sheriff Officer Services - Dumfries and Galloway RegionAwarded

Sheriff Officer services which will be required to cover the Dumfries and Galloway Region 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.

Delivery: Scotland

What it takes to win
i

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 more
How bids were scored
What this means for your bid
  • Price carries 30 points on every lot: a 10% discount moves about 3 points.
  • “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
Awarded
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
Unspecified in notice
First published
13 Mar 2023, 08:50 GMT
Last source update
13 Mar 2023, 08:50 GMT
Authority reference
LEG001
FTS notice number
2023/S 000-007159
Classification (CPV)
Collection agency servicesLaw-courts-related administrative servicesLegal advisory and information servicesLegal advisory and representation servicesLegal advisory servicesLegal documentation and certification servicesLegal representation servicesLegal services
Delivery area
Scotland (UKM)
Official registry OCID
ocds-h6vhtk-03b219 Find a Tender

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 SPD 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) (SC Ref:725623)

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 9admitted to the panel · see the list ↓
Bids received 88 from SMEs · busiest of 6 lots
Contracts signed 6latest 14 Nov 2022

6 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.

Contracts

  • Lot 5a Sheriff Officer Services - Central Scotland Region

    Signed
    14 Nov 2022
    Value
    £800,000
    Status
    active
  • Lot 1 Commercial Contracts

    Signed
    14 Nov 2022
    Value
    £600,000
    Status
    active
  • Lot 2 Legal Governance & Charities

    Signed
    14 Nov 2022
    Value
    £380,000
    Status
    active
  • Lot 3 Legal Employment & General Civil Litigation

    Signed
    14 Nov 2022
    Value
    £320,000
    Status
    active
  • Lot 4 Financing

    Signed
    14 Nov 2022
    Value
    £1,200,000
    Status
    active
  • Lot 5b Sheriff Officer Services - Dumfries and Galloway Region

    Signed
    14 Nov 2022
    Value
    £160,000
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Commercial Contracts8bids · 8 electronic · 8 from abroad8——
2 · Legal Governance & Charities5bids · 5 electronic · 5 from abroad5——
3 · Legal Employment & General Civil Litigation6bids · 6 electronic · 6 from abroad6——
4 · Financing5bids · 5 electronic · 5 from abroad5——
5 · Sheriff Officer Services - Central Scotland Region4bids · 4 electronic · 4 from abroad4——
6 · Sheriff Officer Services - Dumfries and Galloway Region3bids · 3 electronic · 3 from abroad3——

Contracting authority & participating public bodies

The Wheatley Housing Group Limited

Contracting authorityHousingBody governed by public lawHousing and community amenities 25 Cochrane Street, Glasgow, Scotland, G1 1HLContact name, email, phone

Dispute resolution & review bodies

  • Glasgow Sheriff Court and Justice of the Peace CourtReview body Glasgow

Framework contractors & participating bidders

9 commercial parties on the notice
  • BrodiesFramework contractor 58 Morrison Street, Edinburgh, Scotland, EH3 8BPContact phone
  • Burness Paull LLPFramework contractor 50 Lothian Road, Festival Square, Edinburgh, UK, EH3 9WJContact phone
  • Harper Macleod LLPFramework contractor The Ca'd'oro, 45 Gordon Street, Glasgow, Scotland, G1 3PEContact phone
  • Morton FraserFramework contractor Quartermile Two, 2 Lister Square, Edinburgh, Scotland, EH3 9GLContact phone
  • Pinsent MasonsFramework contractor 30 Crown Place , London, London, UK, EC2A 4ESContact phone
  • Shepherd and Wedderburn LLPFramework contractor 1 Exchange Crescent, Conference Square, Edinburgh, Scotland, EH3 8ULContact phone
  • Stirling Park LLPFramework contractor 24 Blythswood Square, Glasgow, UK, G2 4BGContact phone
  • Thorntons Law LLPFramework contractor 33 Yeaman Shore, Dundee, Scotland, DD1 4BJContact phone
  • Walker LoveFramework contractor 16 Royal Exchange Square, Glasgow, Scotland, G1 3ABContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.