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 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 lotLot #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.
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.
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.
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.
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.
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.
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).
Lots publish different evaluation splits; there is no single procedure weighting.
- 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)
- Delivery area
- Official registry OCID
ocds-h6vhtk-03b219Find 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 forecast6 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
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| 1 · Commercial Contracts | 8bids · 8 electronic · 8 from abroad | 8 | — | — |
| 2 · Legal Governance & Charities | 5bids · 5 electronic · 5 from abroad | 5 | — | — |
| 3 · Legal Employment & General Civil Litigation | 6bids · 6 electronic · 6 from abroad | 6 | — | — |
| 4 · Financing | 5bids · 5 electronic · 5 from abroad | 5 | — | — |
| 5 · Sheriff Officer Services - Central Scotland Region | 4bids · 4 electronic · 4 from abroad | 4 | — | — |
| 6 · Sheriff Officer Services - Dumfries and Galloway Region | 3bids · 3 electronic · 3 from abroad | 3 | — | — |
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Glasgow Sheriff Court and Justice of the Peace CourtReview body
Framework contractors & participating bidders
9 commercial parties on the notice- BrodiesFramework contractor
- Burness Paull LLPFramework contractor
- Harper Macleod LLPFramework contractor
- Morton FraserFramework contractor
- Pinsent MasonsFramework contractor
- Shepherd and Wedderburn LLPFramework contractor
- Stirling Park LLPFramework contractor
- Thorntons Law LLPFramework contractor
- Walker LoveFramework contractor
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.