Legal Services Framework for Housing Group

Legal Services Framework for Housing Group

The Group wishes to set up a framework to enable staff to procure legal advise in a consistent and cost effective manner.

United Kingdom-Bolton: Legal services

2016/S 017-024871

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

The Regenda Group
Regenda House, Enterprise Business Park, Northgate Cose
Bolton
BL6 6PQ
UNITED KINGDOM
Contact person: Julie Vincent
Telephone: +44 1204814000
E-mail: julie.vincent@regenda.org.uk
NUTS code: UKDInternet address(es):Main address: http://www.regenda.org.uk/
I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: http://regenda.org.uk/do-business-with-us
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Housing and community amenities

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Provision of Legal Services.

II.1.2)Main CPV code

79100000

II.1.3)Type of contract

Services

II.1.4)Short description:

The Group wishes to set up a framework to enable staff to procure legal advice in a consistent and cost effective manner. Regenda Limited (trading as Regenda Homes) is the largest stock holding entity with 2 subsidiaries; Redwing Living which focuses on shared ownership, private/market rent, commercial and outright sale. Redwing’s subsidiary is McDonald Property Rentals Limited, a lettings agency in Lancashire. M&Y Maintenance and Construction Limited is a direct subsidiary of Regenda Homes and is the repairs and maintenance provider. The legal services will broadly cover Governance & Strategy, HR, Property Matters, Tenancy Matters including Leasehold, Supported Housing and Development. It is anticipated the framework will run for 3 years with a possible extension of a further 1 year. This procurement is being carried out in-line the requirements of the light touch regime.

II.1.5)Estimated total value

Value excluding VAT: 1 641 600.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description

II.2.1)Title:

Strategy and Governance.

Lot No: 1

II.2.2)Additional CPV code(s)

79111000
79112000
79110000
79130000
79131000
79132000
79140000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

Liverpool, Oldham, Wyre, Lancashire.

II.2.4)Description of the procurement:

This Strategy and Governance Lot will include such issues as group structure support, merger & acquisitions, new group members or addition of vehicles such as cost sharing or other such joint ventures. It will include any work associated with such group structure changes that will include due diligence, rule changes, charity advice, stock transfers etc. Any work associated with refinancing is excluded from this tender exercise. This minimum/maximum range for this work equates to circa 172 800 — 345 600 GBP for the term of the framework but this figure is not guaranteed. It is important that tendering firms have experience of working within the sector and liaising with key stakeholder such as residents and regulatory bodies such as the Homes & Communities Agency, Financial Conduct Authority, Companies House and the Charity Commission. It is envisaged that this Lot may be awarded to 2-3 suppliers.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Quality Criterion is detailed in the tender documentation / Weighting: 60 %
Cost criterion – Name: Cost is for the duration of the contract / Weighting: 40 %

II.2.6)Estimated value

Value excluding VAT: 345 600.00 GBP

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

Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

This framework agreement is for a period of 3 years subject to a renewal for a further 1 year.

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:

Tenancy Related Housing.

Lot No: 2

II.2.2)Additional CPV code(s)

79110000
79111000
79112000
79130000
79131000
79132000
79140000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

Liverpool, Oldham, Wyre, Lancashire.

II.2.4)Description of the procurement:

This lot will cover those areas typically associated with a social housing provider and will include assistance/advise in extreme rent arrear cases, antisocial behaviour, gas access and other general tenancy issues such as disputes, trusteeship, mutual exchange and succession. The minimum/maximum spend of this area is circa 374 400 — 748 800 GBP for the term of the framework, however, these figures cannot be guaranteed. It is envisaged that this lot may be awarded to 2-3 suppliers.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Quality criterion is detailed in the tender documentation / Weighting: 60 %
Cost criterion – Name: The estimated value below is for the duration of the contract / Weighting: 40 %

II.2.6)Estimated value

Value excluding VAT: 748 800.00 GBP

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

Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

This framework agreement is for a period of 3 years and may be extended for a further 1 year.

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 Conveyancing and Development.

Lot No: 3

II.2.2)Additional CPV code(s)

79110000
79111000
79112000
79130000
79131000
79132000
79140000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

Liverpool, Oldham, Wyre and Lancashire.

II.2.4)Description of the procurement:

This lot includes advice and support in areas such as right to buy, right to acquire, shared ownership and licences to assign, staircasing, land acquisition and disposal, property acquisition and disposal, commercial and non residential acquisition and disposals, site purchases, property purchases, service charge disputes and queries, office leases, breaches of leases, building defects etc. This minimum/maximum range for this lot equates to circa 201 600 — 403 200 GBP for the term of the famework. However, these figures cannot be guaranteed. It is envisaged that this lot may be awarded to 2-3 suppliers.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: This is detailed in the tender documentation / Weighting: 60 %
Cost criterion – Name: Estimated value below is based on the duration of the contract / Weighting: 40 %

II.2.6)Estimated value

Value excluding VAT: 403 200.00 GBP

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

Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

This framework agreement is for a period of 3 years and may be renewed for a further 1 years.

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:

Supported/Sheltered.

Lot No: 4

II.2.2)Additional CPV code(s)

79110000
79111000
79112000
79130000
79131000
79132000
79140000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

Liverpool, Oldham, Wyre and Lancashire.

II.2.4)Description of the procurement:

This lot will cover all advise and support usually associated with a registered provider that offers supported and sheltered accommodation and will include management agreements and support agreements and new lease arrangements. The minimum/maximum value range for this lot equates to circa 19 200 — 38 400 GBP for the term of the framework. However, these figures cannot be guaranteed. It is envisaged that this lot may be awarded to 2-3 suppliers.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: This is detailed in the tender documentation / Weighting: 60 %
Cost criterion – Name: The value detailed below is for the duration of the contract / Weighting: 40 %

II.2.6)Estimated value

Value excluding VAT: 38 400.00 GBP

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

Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

This framework agreement is for a period of 3 years and may be extended for a further 1 year.

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:

Other Legal Matters.

Lot No: 5

II.2.2)Additional CPV code(s)

79110000
79111000
79112000
79131000
79132000
79140000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

Liverpool, Oldham, Wyre and Lancashire.

II.2.4)Description of the procurement:

This is a general lot that covers areas of ad hoc advice that has been sought in the past and includes health & safety, data protection, consumer credit, general contract advise, procurement (including OJEU legislation) and media/PR advice. The minimum/maximum value range for this lot equates to circa 24 000 — 48 000 GBP. However, these figures cannot be guaranteed. It is envisaged that this lot may be awarded to 2-3 suppliers.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: This is detailed in the tender documentation / Weighting: 60 %
Cost criterion – Name: The estimated value is for the duration of the contract / Weighting: 40 %

II.2.6)Estimated value

Value excluding VAT: 48 000.00 GBP

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

Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

This framework agreement is for a period of 3 years and may be renewed for a further 1 year.

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:

HR Retention.

Lot No: 6

II.2.2)Additional CPV code(s)

79110000
79111000
79112000
79131000
79132000
79140000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

Liverpool, Oldham, Wyre and Lancashire.

II.2.4)Description of the procurement:

HR matters are currently dealt with under a retention arrangement and it would be preferred for this to be continued. The retention arrangements should include a fixed annual fee paid monthly that will include initial advice on general employment matters such as support for grievances and disciplinaries, strategic input when dealing with complex issues such as reasonable adjustments and TUPE; sounding board when dealing with sensitive issues, especially those that could impact the Group’s reputation; workforce development, resource planning; any employment tribunal claim not previously advised on. It should included capped fees for one and two day employment tribunal claims. It should also include policy health checks for areas such as disciplinary, grievance, capability, sickness and absence and equal opportunities. It should include access to legal updates and areas such as debt recovery advice; seminars and training for staff and bespoke training for HR staff. The minimum/maximum value range for this lot is circa 28 800 — 57 600 GBP for the term of the contract. However, these figures cannot be guaranteed. It is envisaged that this lot will be awarded to 1 supplier.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: This is detailed in the tender documentation / Weighting: 60 %
Cost criterion – Name: Estimated value is for the duration of the contract / Weighting: 40 %

II.2.6)Estimated value

Value excluding VAT: 57 600.00 GBP

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

Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

This framwork agreement is for a period of 3 years and may be renewed for a further 1 year.

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

List and brief description of conditions:

Please refer to tender documentation.

III.1.2)Economic and financial standing

List and brief description of selection criteria:

The information and formalities set-out in Articles 57 to 58 of Directive 2014/24/EU and Regulations 57 and 58of the Public Contracts Regulations 2015, and as set out in the Invitation to Tender. The Invitation to Tendermust be completed and returned in accordance with the instructions, by the deadline listed in Section IV.2.2 of this contract notice.

Minimum level(s) of standards possibly required:

Please refer to Invitation to Tender Document.

III.1.3)Technical and professional ability

List and brief description of selection criteria:

The information and formalities set-out in Articles 57 to 58 of Directive 2014/24/EU and Regulations 57 and 58of the Public Contracts Regulations 2015, and as set out in the Invitation to Tender. The Invitation to Tendermust be completed and returned in accordance with the instructions, by the deadline listed in Section IV.2.2 of this contract notice.

Minimum level(s) of standards possibly required:

Please refer to Invitation to Tender Document.

III.1.5)Information about reserved contracts
III.2)Conditions related to the contract

III.2.1)Information about a particular profession

Execution of the service is reserved to a particular profession

III.2.2)Contract performance conditions:

Please refer to Invitiation to Tender Document.

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
Envisaged maximum number of participants to the framework agreement: 16
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: no
IV.2)Administrative information

IV.2.1)Previous publication concerning this procedure

Notice number in the OJ S: 2015/S 234-425092

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

Date: 22/02/2016
Local time: 12:00
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: 3 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 22/02/2016
Local time: 14:00
Place:

Regenda House, Enterprise Business Park, Northgate Close, Horwich, Bolton, BL6 6PQ.

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:
VI.4)Procedures for review

VI.4.1)Review body

Royal Courts of Justice
Strand
London
WC2A 2LL
UNITED KINGDOM
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

The Regenda Group will incorporate a standstill period at the point information on the award of the contract is communicated to tenderers. That notification will provide full information on the award decision. The standstill period, which will be for a minimum of 10 calendar pays, provides time for unsuccessful tenderers to challenge the award decision before the contract is entered into the Public Contracts Regulation 2015 (SI 2015 No 102) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

22/01/2016

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