Housing Associations’ Legal Alliance Legal Services Framework 2018

Housing Associations’ Legal Alliance Legal Services Framework 2018

3 Lots. Corporate, Governance and Finance – Lot No: 1.

United Kingdom-London: Legal services

2018/S 054-119081

Contract notice

Supplies

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Newlon Housing Trust
4 Daneland Walk, Hale Village
London
N17 9FE
United Kingdom
Contact person: Tim Morel and Elena Secara
Telephone: +44 2071134020
E-mail: halatender@kennedycater.com
NUTS code: UKI
Internet address(es):Main address: http://www.newlon.org.uk

Address of the buyer profile: http://www.newlon.org.uk

I.2)Information about joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://www.delta-esourcing.com/
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Other type: Registered Provider of Social Housing

I.5)Main activity

Housing and community amenities

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

HALA Legal Services Framework

II.1.2)Main CPV code

79100000

II.1.3)Type of contract

Supplies

II.1.4)Short description:

The Housing Associations’ Legal Alliance includes Advance, BME London, Hexagon, Islington and Shoreditch Housing Association, Newlon Housing Trust, Octavia Housing, Optivo, Origin Housing, Phoenix Community Housing Association, Saxon Weald, Shepherds Bush Housing Association, Wandle, Wellingborough Homes. Between them, there is a spend of approximately 1 600 000 GBP per annum on external Solicitors’ Services. The Members have come together in a shared procurement exercise and wish to appoint a panel of Solicitors upon whose advisory services the individual members can call. The Members will follow The open style procedure.

II.1.5)Estimated total value

Value excluding VAT: 6 400 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
Maximum number of lots that may be awarded to one tenderer: 3
II.2)Description

II.2.1)Title:

Corporate, Governance and Finance

Lot No: 1

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKH
NUTS code: UKF
NUTS code: UKG
NUTS code: UKJ
NUTS code: UKK
NUTS code: UKD
NUTS code: UKC
Main site or place of performance:

East of England, East Midlands (England), West Midlands (England), South East (England), South West (England), North West (England), North East (England).

II.2.4)Description of the procurement:

— Banking and finance including the raising of bank funding, capital markets issuance and hedging arrangements.

— Charging and security work.

— Development draw down funding (including contracts with the HCA / GLA).

— Corporate governance.

— New business opportunities.

— Acquisitions and disposals.

— Joint ventures and subsidiaries.

— Amalgamations and restructuring.

— Stock transfers.

— Employment advice (including TUPE).

— Taxation advice.

— Pensions.

— Charity law.

— Industrial and provident society law.

— Constitutional reviews.

— Board member powers and responsibilities.

— Corporate Policies and Procedures.

— Commercial contracts (including Supporting People contracts).

— Debt recovery.

— Procurement law.

— Commercial disputes.

— Grant applications e.g. Big Lottery funding.

— IT and information law including system maintenance & support agreements, defamation and the internet, and intellectual property.

— Data protection.

— Code of Governance.

— Regulations.

— Company Law.

— Miscellaneous advice such as occasional advice on such matters as Financial inclusion / general advice to tenants, consumer credit licence issues, health and safety, defamation, fraud, insolvency judicial reviews and public law issues including Human Rights Act.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 1 200 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Housing & Asset Management

Lot No: 2

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKH
NUTS code: UKF
NUTS code: UKG
NUTS code: UKJ
NUTS code: UKK
NUTS code: UKD
NUTS code: UKC
Main site or place of performance:

East of England, East Midlands (England), West Midlands (England), South East (England), South West (England), North West (England), North East (England).

II.2.4)Description of the procurement:

— Housing litigation such as:disrepair claims.

— Anti-social behaviour proceedings.

— Possession proceedings (all types).

— Trespassers.

— Possession succession.

— Evictions.

— Gas servicing and other access injunctions.

— Supported housing disputes.

— Terminating licence agreements and obtaining possession.

— Service charge disputes.

— Tenancy Fraud.

— Mediation.

— First Tier Tribunal advice and advocacy.

— Leaseholder disputes.

— Deceased leaseholders where executors not meeting their obligations or where no monies in estate.

— Unlawful assignments.

— Enforcement / forfeiture.

— Leasehold and shared ownership sub-letting.

— Managing Agent issues including those arising from Tri-Partite agreements i.e. RP, Leaseholder and Managing Agent.

General housing advice such as:

— tenancy agreement advice.

— anti-social behaviour advice.

— housing benefit advice.

— service charge advice.

— estate management board advice.

— managing agents contracts and service level agreements.

— supported and sheltered housing advice.

— advice on complaints.

— dilapidations.

— dealing with lack of mental capacity.

— judicial Review.

— welfare reform updates.

— data protection.

— energy supply agreements with residents.

Housing management policy advice such as:

— drafting and advising on new forms of tenancy and licence agreement.

— rent setting advice.

— policy drafting, approval and annual health checks.

— advice on procedures – this may include drafting all or part of a procedure.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Property and Development

Lot No: 3

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKH
NUTS code: UKF
NUTS code: UKG
NUTS code: UKJ
NUTS code: UKK
NUTS code: UKD
NUTS code: UKC
Main site or place of performance:

East of England, East Midlands (England), West Midlands (England), South East (England), South West (England), North West (England), North East (England).

II.2.4)Description of the procurement:

Development.

— Public private partnerships.

— Site Assembly.

— Options to purchase.

— Acquisitions / disposals of land/buildings including new build plot sales.

— Acquisitions / disposals of tenanted stock.

— Stock swaps.

— Statutory Agreements e.g. s.38, 278, 104.

— Planning Agreements e.g. s.106 and s.111.

— Development Agreements.

— Development Funding (including HCA Help to Buy agreements).

— Management Agreements.

— Establishing development-related management companies including joint ventures.

— Construction Agreements (including collateral warranties).

— Bonds.

— Parent Company Guarantees.

— Contentious Construction.

— Novation agreements.

— Wayleaves and other utility agreements.

— Building licences.

— Grant agreements.

— Health and safety.

— Overage.

— Planning advice.

— Property taxation advice.

— Procurement advice.

— Development disputes (including litigation).

— Environmental issues.

— ESCo/MUSCo leases and concession agreements.

— Energy supply agreements with residents.

— Consultant appointment letters.

— Contract amendments.

— Frameworks for consultants and contractors.

— Fire safety, asbestos water and other H&S law.

Commercial Property.

— Property rationalisation including purchases, disposals, stock swaps, TUPE (employment issues).

— Purchases / disposals of real estate (general).

— Auction acquisitions and disposals.

— Easements.

— Title investigations.

— Agreements for lease/licences.

— Granting and taking leases.

— Management Agreements.

— Lease management e.g. licences to assign, licences for alterations, deeds of variation, lease extensions, rent review memoranda etc.

— Advice relating to existing leases and management agreements.

— Commercial Lease renewals and surrenders.

— Tenanted sales initiatives.

— Tenanted transfers including overage agreements.

— Dilapidations.

— Adverse possession including traveller issues.

— Establishing property joint ventures.

— Plot sales (commercial).

— Consent issues relating to restrictions on title, including lifting of restrictive covenants.

— Ground rent issues.

— Property litigation.

— Construction contracts (including professional services contracts).

— Serving section 25 and s26 notices and responding to the same when served.

— Re-possession of premises.

Residential Property.

— Purchases and sales of individual residential units (freehold/ leasehold).

— New build plot sales (freehold / leasehold).

— Easements.

— Lifting of restrictive covenants.

— Auctions.

— Sales under Right To Buy, Right To Acquire / Social HomeBuy.

— Mortgage rescue.

— Independent Supported Living purchases.

— Service charge issues (including sinking fund disputes).

— Leasehold enfranchisement.

— Absent landlords (overseas etc.).

Shared Ownership.

— Setting up shared ownership schemes including drafting lease incorporating requirements of planning agreements and attending site as required during construction phase.

— Staircasing (not final and final).

— Resale / Assignment to new owner.

— Easements.

— Lifting of restrictive covenants.

— Surrenders.

— Repossessions.

— New Build Plot sales.

— Managing Agent issues including those arising from Tripartite Agreements i.e. RP, Leaseholder and Managing Agent.

— Lease management e.g. licences to assign, licences for alterations, deeds of variations, lease extensions.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 3 200 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure

IV.1.3)Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement
Framework agreement with several operators
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 27/04/2018
Local time: 16:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 48 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 27/04/2018
Local time: 16:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows

VI.3)Additional information:

The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

To view this notice, please click here:

https://demo.delta-esourcing.com/delta/viewNotice.html?noticeId=47548543

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-London:-Legal-services./5947S5BCER

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/5947S5BCER

GO Reference: GO-2018316-PRO-12086904.

VI.4)Procedures for review

VI.4.1)Review body

Newlon Housing Trust — C/O Kennedy Cater Ltd,
5th Floor, 1 Portsoken Street
London
E1 8BT
United Kingdom
Telephone: +44 2071134020
E-mail: halatender@kennedycater.com
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

16/03/2018

 

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