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02 Contract Notice

Legal Services

  • First published: 27 November 2017
  • Last modified: 27 November 2017
  • Version: N/A
  • This file may not be fully accessible.

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Contents

Summary

OCID:
ocds-kuma6s-073528
Published by:
ClwydAlyn Housing
Authority ID:
AA21673
Publication date:
27 November 2017
Deadline date:
11 January 2018
Notice type:
02 Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Housing Association legal services to cover General Legal, Contractual and Procurement Conveyancing and Property Related Employment Finance Management and Governance Nursing Care / Care / Tenancy & Housing Advice (inc. Leasehold) CPV: 79100000, 79100000, 79100000, 79100000, 79100000, 79100000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Pennaf Ltd

72 Ffordd William Morgan, St Asaph Business Park, Denbighshire

St Asaph

LL17 OJD

UK

Contact person: John Lowery

Telephone: +44 1745536836

E-mail: john.lowery@pennaf.co.uk

NUTS: UKL13

Internet address(es)

Main address: http://www.pennafgroup.co.uk

Address of the buyer profile: http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA21673

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

http://sell2wales.gov.wales


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

http://sell2wales.gov.wales


I.4) Type of the contracting authority

Other: Housing Association

I.5) Main activity

Other: Housing Association

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Legal Services

II.1.2) Main CPV code

79100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Housing Association legal services to cover

General Legal, Contractual and Procurement

Conveyancing and Property Related

Employment

Finance Management and Governance

Nursing Care / Care / Tenancy & Housing Advice (inc. Leasehold)

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for maximum 5 lots

II.2) Description

Lot No: 1

II.2.1) Title

Provision of Legal Services - General, Contracual, Development, Procurement

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UKL23

UKL13

UKL11

UKL24


Main site or place of performance:

72 Ffordd William Morgan

St Asaph Buisness Park

St Asaph

LL17 0JD

II.2.4) Description of the procurement

Legal Services for Housing Association covering:

General Legal, Contractual & Procurement

In particular but not exclusively, experience in

a) Economic, political and regulatory context in Wales

b) Development

c) Social Housing Grant

d) Framework agreements

e) Procurement (OJEU)

f) Service Contracts

II.2.5) Award criteria

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

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:

Tender is for 4 years plus up to 3 years extensions

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 2

II.2.1) Title

Provision of Legal Services - Conveyancing and Property Related

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UKL11

UKL13

UKL23

UKL24


Main site or place of performance:

72 FFordd William Morgan

St Asaph Business Park

St Asaph

LL17 0JD

II.2.4) Description of the procurement

Legal Services relating to Conveyancing and Property Related

In particular but not exclusively, experience in

a) Acquisition, disposal and asset management

b) Property Rationalisation

c) Commercial Leases

d) Multi agency agreements and commercial contracts.

II.2.5) Award criteria

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

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:

4 years plus 3 years

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 3

II.2.1) Title

Provision of Legal Services - Employment Related

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UKL11

UKL13

UKL23

UKL24


Main site or place of performance:

72 Ffordd William Morgan

St Asaph Business Park

St Asaph

LL17 0JD

II.2.4) Description of the procurement

Provision of legal services regarding Employment

In particular but not exclusively,experience in

a) Schedule 1 issues

b) Complex ER cases

c) TUPE

d) Restructure

e) Tribunals

f) Pension Advice

g) GDPR

h) Health and Safety

II.2.5) Award criteria

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

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:

4 years plus 3 years

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 4

II.2.1) Title

Provision of Legal Services - Governance and Treasury

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UKL11

UKL13

UKL23

UKL24


Main site or place of performance:

72 Ffordd William Morgan

St Asaph Business Park

St Asaph

Ll17 0JD

II.2.4) Description of the procurement

Provision of Legal Services relating to Governance and Treasury

In particular but not exclusively, experience in

a) Section 9 consents

b) Searches

c) Liaison with lenders and their solicitors

d) Banking and Finance

e) Business Opportunities

f) Group Structures

g) Governance (including Money Laundering, Consumer Credit Licencing etc)

II.2.5) Award criteria

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

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:

4 years plus 3 years

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 5

II.2.1) Title

Provision of Legal Services - Housing Management and Support

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UKL11

UKL13

UKL23

UKL24


Main site or place of performance:

72 Ffordd William Morgan

St Asaph Business Park

St Asaph

LL17 0JD

II.2.4) Description of the procurement

Provision of legal services - Housing Management and Support

In particular but not exclusively, experience in

a) Tenancy enforcement

b) Service Charges

c) Landlord and Tenant Advice

d) Leasehold Advice

e) Possession hearings

f) Arrears and debt collection

g) Recovery from deceased estates

h) Specialist care advice including issues around Extra Care, Nursing / Residential / EMI Care, POVA, CSSIW, CRB etc

i) Supporting People

j) Anti-Social Behaviour advice

II.2.5) Award criteria

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

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

4 years plus 3 years

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

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:

The economic operator may be requested to provide a certificate from the Registrar of Companies stating that he is certified as incorporated or registered or, where he is not so certified, a certificate stating that the person concerned has declared on oath that he is engaged in the legal services profession in the UK under a given business name.

III.1.3) Technical and professional ability

List and brief description of selection criteria:

- Value-for-Money

- Skills and expertise in the areas covered under the various Lots

- Significant housing association experience

- Knowledge of the Welsh context

- High standards of client care with good ongoing communication and mechanisms for timely and responsive delivery

- The range of services provided and cross team working

- A positive approach to equalities and diversity, including Welsh language

- Proactive approach to keeping the Group informed of relevant issues affecting it.


III.2) Conditions related to the contract

III.2.1) Information about a particular profession

Participation is reserved to a particular profession: Yes

Reference to the relevant law, regulation or administrative provision:

Under Legal Services Act 2007 all legal services have to be registered under Legal Services Board

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.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

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

Date: 11/01/2018

Local time: 12:00

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

EN

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

Tender must be valid until: 30/03/2018

IV.2.7) Conditions for opening of tenders

Date: 11/01/2018

Local time: 14:00

Place:

72 Ffordd William Morgan

St Asaph Business Park

St Asaph

LL17 0JD

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

Electronic payment will be used

VI.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=73528.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

Under the terms of this contract the successful supplier(s) will be required to deliver Community Benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations. The Community Benefits included in this contract are:

Community Benefits in a procurement context is about ensuring that wider social and economic issues are considered when tendering contracts, to maximise the investment as widely as possible. PHG is committed to delivering community benefits in its procurement through its sourcing activity.

Community Benefits will be a non-core requirement and will not form part of the evaluation criteria.

(WA Ref:73528)

VI.4) Procedures for review

VI.4.1) Review body

Pennaf Ltd

72 Ffordd William Morgan, St Asaph Business Park, Denbighshire

St Asaph

LL17 OJD

UK

Telephone: +44 3003437272

E-mail: john.lowery@pennaf.co.uk

Fax: +44 1745538392

Internet address(es)

URL: http://www.pennafgroup.co.uk

VI.5) Date of dispatch of this notice

24/11/2017

Coding

Commodity categories

ID Title Parent category
79100000 Legal services Business services: law, marketing, consulting, recruitment, printing and security

Delivery locations

ID Description
1013 Conwy and Denbighshire
1023 Flintshire and Wrexham
1011 Isle of Anglesey
1024 Powys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
27 November 2017
Deadline date:
11 January 2018 00:00
Notice type:
02 Contract Notice
Authority name:
ClwydAlyn Housing
Publication date:
15 March 2018
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
ClwydAlyn Housing

About the buyer

Main contact:
john.lowery@pennaf.co.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
28/11/2017 11:39
REPLACED FILE: ITT Legal Services Complete 24-11-17
Tender Response Form 3 Replacement
28/11/2017 15:34
ADDED FILE: Pricing Table
Pricing Table
29/11/2017 12:31
ADDED FILE: SQuiD in XL mormat
SQuiD in Excel format for ease of use
06/12/2017 12:30
REPLACED FILE: Tender Response Form 3 Lots Legal Tender - ITT 24-11-17
Tender Response Form 3 Replacement
07/12/2017 15:56
REPLACED FILE: Tender Response Form 3 Lots Legal Tender - ITT 6-12-17
Tender Response Form 3 Replacement

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

docx
docx28.19 KB
This file may not be accessible.
xlsx
xlsx21.49 KB
This file may not be accessible.
docx
docx23.32 KB
This file may not be accessible.
xlsx
xlsx9.97 KB
This file may not be accessible.
docx
docx197.77 KB
This file may not be accessible.
docx
docx356.27 KB
This file may not be accessible.

Replaced documents


0800 222 9004

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We welcome calls in Welsh.