Torus62 Legal Services Framework

Torus62 Legal Services Framework

The authority are seeking to appoint on a multiple supply basis qualified service providers who can deliver a series of legal services.

United Kingdom-St Helens: Legal services

2017/S 090-177401

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Torus62 Ltd (and its subsidiaries and all other bodies identified)
4 Corporation Street
St Helens
WA9 1LD
United Kingdom
Contact person: Rachel Willacy
Telephone: +44 7881854186
E-mail: rachel.willacy@wearetorus.co.uk
NUTS code: UKD

Internet address(es):Main address: www.wearetorus.co.uk

I.2)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://torus.delta-esourcing.com/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://torus.delta-esourcing.com/
Tenders or requests to participate must be submitted to the abovementioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: https://torus.delta-esourcing.com/

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 Framework Agreement.

Reference number: 238512718

II.1.2)Main CPV code

79100000

II.1.3)Type of contract

Services

II.1.4)Short description:

The Authority are seeking to appoint on a multiple supply basis qualified service providers who can deliver a series of legal services and as such, wish to form a Legal Services Framework Agreement which will operate across the North West of England.

II.1.5)Estimated total value

Value excluding VAT: 1 600 000.00 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:

Property — Conveyancing

Lot No: 1

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of property conveyancing services including, but not limited to, purchases/disposals of real estate (general), acquisitions and disposals (residential and commercial), auction acquisitions and disposals.

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: 160 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 4R246SJGV6.

II.2)Description

II.2.1)Title:

Property — Compliance and Enforcement

Lot No: 2

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of property compliance and enforcement legal services including, but not limited to, disrepair claims, access sanctions, servicing and maintenance injunctions, terminating licence agreements and obtaining possession, dilapidations.

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: 160 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference MR2QAN32H3.

II.2)Description

II.2.1)Title:

Property — Commercial and Advice

Lot No: 3

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of property related legal services including, but not limited to, property rationalisation including purchases, disposals, stock swaps, Demolition and consultation, Title investigations, Agreements for lease/licences, Granting and taking leases, Management agreements, Managing Agent issues including those arising from Tripartite Agreements i.e. TRGL, Leaseholder and Managing Agent, Lease management e.g. licences to assign, licences for alterations, deeds of variation, lease extensions, rent review, Advice relating to existing leases and management agreements, Commercial lease renewals and surrenders, Establishing property joint ventures, Plot sales (commercial), Consent issues relating to restrictions on title, Ground rent issues, Property litigation, Market rent.

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: 80 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference VKC9X5BR5U.

II.2)Description

II.2.1)Title:

Development — Conveyancing

Lot No: 4

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of development conveyancing legal services including, but not limited to, New build plot sale — leasehold and freehold, Auction sale and purchase,Individual property and land sales and acquisitions, Shared ownership, right to acquire, right to buy, Statutory Agreements e.g. s.38, 278, 104, Planning Agreements e.g. s.106 and s.111, Post sale — stair casing, assign, alterations.

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: 240 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference N8S2HQMHQN.

II.2)Description

II.2.1)Title:

Development — General

Lot No: 5

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of development related legal services including, but not limited to, Site development and assembly, Options to purchase, Acquisitions/disposals of land/buildings and tenanted stock, Stock swaps, Development Agreements, Development Funding (including HCA Help to Buy agreements), Management Agreements, Establishing development-related management companies, Construction Agreements (including collateral warranties), Contentious Construction, Novation agreements, Wayleaves and other utility agreements, Building licences, Grant agreements, Health and safety, Overage, Planning advice, Property taxation advice, Procurement and contractual matters, Development disputes (including litigation), Environmental issues, Dilapidations, Adverse possession including traveller issues, Disposals of ground rents.

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: 240 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference B69229QV5B.

II.2)Description

II.2.1)Title:

Finance

Lot No: 6

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of finance related legal services including, but not limited to, Mergers and acquisitions, Acquisitions and disposals, New business opportunities, Joint ventures, Corporate finance, Financial services regulation, Corporate insolvency law, Constitutional issues, Compliance, Rent setting, Service charges.

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: 120 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 7S9G2235JU.

II.2)Description

II.2.1)Title:

Funding and Charging

Lot No: 7

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of funding and charging legal services including, but not limited to, Banking and finance including the raising of bank funding, capital markets issuance and hedging arrangements, Charging and security work, Treasury (debt finance, listed securities, bonds, funds), Development draw down funding.

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: 120 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference B6579D7A8T.

II.2)Description

II.2.1)Title:

Corporate Governance

Lot No: 8

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of corporate governance related legal services including, but not limited to, Mergers and acquisitions, Acquisitions and disposals, Joint ventures,New business opportunities, Amalgamations and restructuring, Stock transfers, Charity law, Industrial and provident society law, Constitutional reviews, Board member powers and responsibilities, Company secretarial, Corporate Policies and Procedures, Companies Act Law.

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: 80 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 8N266D375V.

II.2)Description

II.2.1)Title:

Housing Management

Lot No: 9

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of housing management related legal services including, but not limited to, housing management litigation, policy advise, general housing advice.

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: 80 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 355Y2823Q2.

II.2)Description

II.2.1)Title:

General Commercial

Lot No: 10

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of general commercial legal services including, but not limited to, Competition law, Contract advice or drafting, eCommerce, Intellectual Property Rights and Trademarks, Public Procurement (including telecoms and IT, contracts and licenses), Procurement law, IT and information law including system maintenance and support agreements, defamation and the internet, and intellectual property, Regulatory law, Sale and acquisition of goods and services, Data protection and freedom of information.

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: 240 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 39PVU6V3N7.

II.2)Description

II.2.1)Title:

Employment

Lot No: 11

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of employment related legal services including, but not limited to, Employment law (contracts and policies), Equal opportunities, Equality and discrimination, Employee relations, Equal pay, TUPE, Tribunals, Grievances and disputes, Pensions, Health and safety (employees), Organisational change / change management, Outsourcing / contracting out.

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: 40 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 4Y263Y3Y8Z.

II.2)Description

II.2.1)Title:

Health and Safety

Lot No: 12

II.2.2)Additional CPV code(s)

79100000

II.2.3)Place of performance

NUTS code: UKD
Main site or place of performance:

North West (England).

II.2.4)Description of the procurement:

Provision of health and safety legal services including, but not limited to, major incident guidance, Legal privilege advice and support, Investigation support for complex or serious incidents, Legislation update advice and best practice.

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: 40 000.00 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

Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 6727K46YTX.

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

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:

III.2.3)Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing 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: no
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: 09/06/2017
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: 6 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 09/06/2017
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted

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.

Following the formation of the Authority in 2015, the in-house Legal Team has undertaken and managed legal services for the entire Group since April 2016. Due to in-house resource limitations there has been a continued reliance on external providers who were appointed through a procurement exercise in 2012.

Therefore, external legal expertise and flexible resource is required to provide a range of legal services. The Authority are seeking to appoint on a multiple supply basis qualified service providers who can deliver a series of legal services and as such, wish to form a Legal Services Framework Agreement which will operate across the North West of England.

The Tenderer shall support the Authority by providing resource to address gaps in existing in-house legal expertise, periods of absence, lack of internal capacity and/or peaks in demand at short notice. A flexible responsive approach is therefore essential.

The Group Head of Legal and Governance will provide strategic management and monitor performance with the commissioning of work carried out both directly with the instructing department and via the in-house legal team dependant on the service required.

The Authority proposes to enter into one or more Contract(s) for a maximum period of four years, the anticipated commencement date of the Contract is 1.8.2017. The Authority has endeavoured to provide the proposed delivery model, structure, anticipated number of providers, call-off mechanism and lot value range within the Invitation to Tender document.

The current service handles work to external legal advisers to a value of approximately 275 000 GBP per annum across the range of Services identified. The anticipated value of the Services is a range of 250 000 GBP — 400 000 GBP per annum, with a total contract value range of 1 000 000 GBP — 1 600 000 GBP.

The Authority is carrying out the procurement on behalf of itself as principal and any other person(s) or body referred to in the OJEU notice. Such bodies shall access the Contract through a direct contractual relationship with the Supplier. The following third parties may also purchase the Services through the Contract:

i. any group company of any of the contracting authority from time to time during the term of the contract, which may include any subsidiary entity, or any parent entity from time to time of the contracting authority, and any subsidiary entity from time to time of a parent entity of the contracting authority;

ii. following any corporate restructuring, including takeover, merger, acquisition or insolvency, any successor body of any entity referred to in 1 above;

iii. any entity listed at https://www.gov.uk/government/publications/current-registered-providers-of-social-housing

iv. other contracting authorities within the geographical boundaries of the OJEU Contract Notice.

Each Tenderer is required to submit one Selection Questionnaire (SQ) in respect of each Tenderer wishing to make a bid. They are also required to submit one Tender in respect of each Lot that the Tenderer wishes to make a bid (i.e. should you wish to bid for multiple Lots, 1 Tender is required for each Lot).

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

https://www.delta-esourcing.com/tenders/UK-UK-St-Helens:-Legal-services./9695VF9D8J

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/9695VF9D8J

GO Reference: GO-201759-PRO-10174896.

VI.4)Procedures for review

VI.4.1)Review body

Torus62 Ltd
4 Corporation Street
St Helens
WA9 1LD
United Kingdom

VI.4.2)Body responsible for mediation procedures

Torus62 Ltd
4 Corporation Street
St Helens
WA9 1LD
United Kingdom
VI.4.3)Review procedure

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

Torus62 Ltd
4 Corporation Street
St Helens
WA9 1LD
United Kingdom

VI.5)Date of dispatch of this notice:

09/05/2017

 

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