Legal Services Tender England, Scotland and Isle of Man

Legal Services Tender England, Scotland and Isle of Man

Property and Construction (including property litigation); Conveyancing; Housing and housing litigation (including regulatory advice).

To provide Legal Services for England, Scotland and the Isle of Man.

United Kingdom-Worcester: Legal services

2016/S 192-346391

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Sanctuary Housing Group
Sanctuary House, Chamber Court, Castle Street
For the attention of: Ms Sarah Wightman
WR1 3ZQ Worcester
United Kingdom
Telephone: +44 1905335098
E-mail: sarah.wightman@sanctuary-housing.co.uk

Internet address(es):

General address of the contracting authority: https://www.sanctuary-group.co.uk

Address of the buyer profile: https://www.sanctuary-housing.co.uk

Electronic access to information: https://www.sanctuary-tenders.co.uk

Electronic submission of tenders and requests to participate: https://www.sanctuary-tenders.co.uk

Further information can be obtained from: Sanctuary Housing Group
Sanctuary House, Chamber Court, Castle Street
For the attention of: Ms Sarah Wightman
WR1 3ZQ Worcester
United Kingdom
Telephone: +44 1905335098
E-mail: sarah.wightman@sanctuary-housing.co.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from:Sanctuary Housing Group
Sanctuary House, Chamber Court, Castle Street
For the attention of: Ms Sarah Wightman
WR1 3ZQ Worcester
United Kingdom
Telephone: +44 1905335098
E-mail: sarah.wightman@sanctuary-housing.co.uk

Tenders or requests to participate must be sent to: Sanctuary Housing Group
Sanctuary House, Chamber Court, Castle Street
For the attention of: Ms Sarah Wightman
WR1 3ZQ Worcester
United Kingdom
Telephone: +44 1905335098
E-mail: sarah.wightman@sanctuary-housing.co.uk

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Housing and community amenities

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

Legal Services.

II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 21: Legal services
NUTS code UKD,UKJ,UKF,UKC,UKM,UKH,UKZ,UKI,UKE,UKK,UKG

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

To provide Legal Services for England, Scotland and the Isle of Man. Services include Property and Construction (including property litigation); Conveyancing; Housing and housing litigation (including regulatory advice); Contracts, commercial, IT, data protection, IP, procurement, health and safety and regulatory crime; Corporate, banking, finance, securitisation and tax; Employment and pensions.
The tender is split into 12 lots: 6 for England, 5 for Scotland and 1 for the Isle of Man and will be carried out under the Light Touch Regime.

II.1.6)Common procurement vocabulary (CPV)

79100000, 79120000, 79140000, 79110000, 79130000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): no

II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots

II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

To provide Legal Services for England, Scotland and the Isle of Man. Services include Property and Construction (including property litigation); Conveyancing; Housing and housing litigation (including regulatory advice); Contracts, commercial, IT, data protection, IP, procurement, health and safety and regulatory crime; Corporate, banking, finance, securitisation and tax; Employment and pensions.
The tender is split into 12 lots: 6 for England, 5 for Scotland and 1 for the Isle of Man.
Estimated value excluding VAT:
Range: between 500 000 and 25 000 000 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: yes
In the case of renewable supplies or service contracts, estimated timeframe for subsequent contracts:
in months: 48 (from the award of the contract)

II.3)Duration of the contract or time limit for completion

Duration in months: 48 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: England Property and construction (including property litigation)

1)Short description

— Site acquisitions (golden brick and open market) and advice, including site set up, reporting on and providing certificates of title for bulk title reviews and securitisation work. — Disposals including stock rationalisation and advice on regulatory requirements. — Property due diligence on mergers and acquisitions. — Planning agreements and obligations including Section 106, Section 38 and section 104 agreements. — General property advice including leases, licences, covenants, restrictions, easements, rights of way, party walls and boundaries, deeds of variation, auction packs, deeds of surrender and statutory declarations. (To cover residential and commercial property arrangements). — Lease advice and leasehold management queries, including lease extensions, lease renewals, lease assignments, surrenders and re-grants and advice on the administration of and obligations in relation to service charge provisions for residential leases. — Property litigation matters including pre-action advice and letters relating to breaches of property contracts and leases injunctions for lease breaches and tribunal and court representation. — Construction documentation including framework agreements, consultant appointment letters, JCT contracts and other building contracts and warranties. — Construction litigation. — Asset management advice including advice in relation to obligations and rights of statutory undertakers and telecoms providers and dispute resolution. — Management agreements and service occupancy agreements. — Related litigation and dispute resolution. — General advice and training.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 2 Lot title: England Conveyancing

1)Short description

— Plot sales on new developments (at volume). — Shared ownership schemes including leases, staircasing and transfer (on final tranche). — Rent to buy schemes. — Shared ownership staircasing disposals. — Leasehold / shared ownership resales. — Right to Buy, right to acquire and voluntary sales schemes and disposals. — Repurchase of repossessed shared ownership properties (lender repossessions, buy backs). — General conveyancing matters (including the provision of regulatory guidance and advice). — Regulatory consents advice in respect of disposals of social housing.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 3 Lot title: England Housing and housing litigation (including regulatory advice)

1)Short description

— Tenancy agreement advice including general needs, supported housing, licences and other tenures. — Rent to Home Buy, Intermediate Market Rent; market rent advice and dispute resolution (including advice on charitable vires, housing and charity regulation and Group structuring). — Advice on policies (rent, service charge, tenancy, lettings, repairs and adaptations etc). — Allocations, nominations and Choice Based Lettings agreements. — Possession proceedings, ombudsman complaints, orders and injunctions (including dispute resolution and legal representation). — Advice on disrepairs including defending claims and counterclaims on grounds of disrepair and advising on settlement. — Debt recovery. — Tenancy issues including repairs and adaptations, ASB, mutual exchange, demotions, mutual exchange, service charge, gas servicing access actions, debt recovery. — Leasehold advice, including forfeiture and enforcement proceedings. — Health & Safety advice and dispute resolution. — Other related litigation and dispute resolution. — General advice and training.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 4 Lot title: England Contracts, commercial, IT, data protection, IP, procurement, HS

1)Short description

— Advice on and negotiation and termination of commercial contracts, service level agreements, care and support contracts (particularly those with NHS bodies and local authorities). — Data protection, including Data Subject Access Requests, data sharing with third parties, Freedom of Information Act, ICO guidance and advice and training. — Information technology contracts and litigation, outsourcing, software and cloud contracts. — Procurement law, including EU procurement and procurement contracts. — Commercial due diligence on mergers and acquisitions. — Health and safety law and management of risk. — Licencing arrangements, consumer credit. — General contract advice including interpretation, renewal, extension and novation. — Advising in relation to intellectual property issues including trademark registrations and third party infringement. — Providing advice in relation to significant incidents, in particular supporting the Group to minimise risk in relation to investigations by regulators (e.g. the CQC and the HSE), coroners’ inquests and criminal prosecutions, including providing representation where necessary, as well as general advice on developing internal policies and compliance to avoid risks arising. — Related litigation and dispute resolution.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 5 Lot title: England Corporate, banking, finance, securitisation and tax

1)Short description

— Advice on corporate structuring, including joint ventures, special purpose vehicles and structures (including regulatory considerations for the same — HCA, SHR, FCA and OSCR). — Mergers, acquisitions and Transfers of Engagement including carrying out due diligence. — Associated lender and regulatory consents (HCA, FCA, OSCR and SHR). — Advice on different types of legal entities (Co-operative and Community Benefit Societies / Registered Societies, Companies Limited by Guarantee, Companies Limited by Shares, Limited Liability Partnerships, registered and exempt charities). — Conversions of entities (eg from Company to Registered Society etc). — Advice on existing and new loan facilities and changes to existing facilities and negotiation of associated documentation. — Advice on complex financing and leasing arrangements (including PFI, PPP and similar). — Bond issues. — Securitisation advice and support to ensure timely action to put properties into charge and take properties out of charge in line with securitisation plans. — Tax advice including corporation tax, VAT, SDLT and relevant exemptions. — Advice on corporate governance. — Related litigation and dispute resolution. — General advice and training.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 6 Lot title: England Employment and pensions

1)Short description

— Employment law advice, including employment contracts, dispute resolution (including tribunals) and settlement agreements. — Equality and diversity and discrimination advice. — The application of TUPE in respect of Transfers of Engagements and mergers and acquisitions, new contracts and changes in service provision. — Employment and pensions due diligence on mergers and acquisitions. — Pensions advice and guidance (including advice on LGPS pension risks and liabilities). — Training updates on legislation and key case law. — General advice. — Related litigation and dispute resolution.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 7 Lot title: Scotland Property and construction (including property litigation)

1)Short description

— As Lot 1 above PLUS: — Understanding of Scottish property and charitable law, including restrictions around funding. — Market and mixed tenure products, including Mid Market Rent schemes. — Mixed tenure development schemes across entities.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 8 Lot title: Scotland Housing and housing litigation (including regulatory advice)

1)Short description

— As Lot 3 above plus — Factoring advice.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 9 Lot title: Scotland Contracts, commercial, procurement and health and safety

1)Short description

— As Lot 4 above but not including IT.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 10 Lot title: Scotland Corporate, banking, finance, securitisation and tax

1)Short description

As Lot 5 above.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 11 Lot title: Scotland Employment and pensions

1)Short description

As Lot 6 above.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Lot No: 12 Lot title: Isle Of Man Legal and Company Secretarial

1)Short description

— Company secretarial provision (as registered office for Isle of Man companies). — General legal advice relating to corporate / company structure, tax and finance.

2)Common procurement vocabulary (CPV)

79100000

3)Quantity or scope

Estimated value excluding VAT:
Range: between 0 and 25 000 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 48 (from the award of the contract)
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

N/A.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

See tender documents.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Joint and Several Liability.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As detailed in the tender documentation.
III.2.3)Technical capacity
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts

III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: yes
Reference to the relevant law, regulation or administrative provision: Reference to the relevant law, regulation or administrative provision: Suppliers of Legal Services must be regulated by the relevant Solicitors Regulation Authority and must be listed in either the Legal 500 or Chambers &Partners directories.

III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Restricted

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged minimum number 5
Objective criteria for choosing the limited number of candidates: Recourse to be staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated, under the light touch regime.

IV.1.3)Reduction of the number of operators during the negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting authority:

SHA16096
IV.3.2)Previous publication(s) concerning the same contract

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Time limit for receipt of requests for documents or for accessing documents: 14.10.2016 – 12:00
Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

14.10.2016 – 12:00

IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

21.10.2016

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.

IV.3.7)Minimum time frame during which the tenderer must maintain the tender

in days: 120 (from the date stated for receipt of tender)

IV.3.8)Conditions for opening of tenders

Date: 14.11.2016 – 12:00
Persons authorised to be present at the opening of tenders: no

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published: 2021.

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

30.9.2016

 

Related Posts

Legal Services Framework for South East Consortium

Scottish Enterprise Legal Services Framework Agreement

Provide Legal Services to University of Exeter

Stonewater Legal Services Framework

Enjoyed this post? Share it!