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Notice Details

Title: Framework Agreement for the provision of Legal Services to Finance Wales
Published by: Development Bank of Wales
Publication Date: 04/03/2016
Deadline Date: 30/03/2016
Deadline Time: 12:00
Notice Type: 02 Contract Notice
Has Documents: Yes
Has ESPD: No
Abstract: To appoint a number of individual firms, each operating under a framework agreement to provide legal services under 18 distinct subject area packages.
CPV: 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000, 79100000.

Contract notice

Directive 2014/24/EU - Public Sector Directive

Section I: Contracting authority

I.1) Name and addresses

Finance Wales

Finance Wales, 1 Capital Quarter, Tyndall Street

Cardiff

CF10 4BZ

UK

Telephone: +44 2920338100

E-mail: procurement@financewales.co.uk

Fax: +44 2920338101

NUTS: UKL

Internet address(es)

Main address: www.financewales.co.uk

Address of the buyer profile: http://www.sell2wales.gov.uk/search/Search_AuthProfile.aspx?ID=AA0555

I.3) Communication

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

www.sell2wales.gov.uk


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

www.sell2wales.gov.uk


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Economic and financial affairs

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Framework Agreement for the provision of Legal Services to Finance Wales

II.1.2) Main CPV code

79100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

To appoint a number of individual firms, each operating under a framework agreement to provide legal services under 18 distinct subject area packages.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.uk/Search/Search_Switch.aspx?ID=41394.

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.uk/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.

II.1.5) Estimated total value

Value excluding VAT: 1 000 000.00 GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for maximum 18 lots

II.2) Description

Lot No: 1

II.2.1) Title

Financial Conduct Authority (FCA)

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Within this discipline legal advice and services may be required in relation to, but not restricted to:

• advice on existing and new FCA permissions for FWG;

• proactive advice, guidance and updates regarding new legislation and case law which may affect FWG’s activities and documentation.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 20

Quality criterion: Experience / Weighting: 40

Cost criterion: Time charge rates / Weighting: 15

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales will have the option to extend the contract for a period of 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 2

II.2.1) Title

Fund Management and Corporate Advice

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Please refer to the Invitation to Tender for further detail regarding the Fund Management and Corporate Advice Lot.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 15

Quality criterion: Experience / Weighting: 40

Cost criterion: Time charge rates / Weighting: 20

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend the contract for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 3

II.2.1) Title

Employment Law

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding the Employment Law lot can be obtained from the Invitation to Tender

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality Control & Consistency / Weighting: 10

Quality criterion: Working Closely with the Client / Weighting: 20

Quality criterion: Experience / Weighting: 40

Cost criterion: Time charge rates / Weighting: 15

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend the contract for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 4

II.2.1) Title

Debt Investment and Commercial Contracts

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding the Debt Investment and Commercial Contracts Lot can be obtained from the Invitation to Tender.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 15

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

There will a maximum of 5 providers for this Lot.

Lot No: 5

II.2.1) Title

Equity Investment and Commercial Contracts

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding the Equity Investment and Commercial Contracts Lots can be obtained from the Invitation to Tender.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality Control & Consistency / Weighting: 10

Quality criterion: Working Closely with the Client / Weighting: 20

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

There will be a maximum of 5 Providers for this Lot.

Lot No: 6

II.2.1) Title

Intellectual Property

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Within this discipline legal advice may be required in relation to, but not restricted to

copyright

trademarks

patents

proactive advice, guidance and updates regarding new legislation and case law which may affect FWG's activities and documentation.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 15

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 7

II.2.1) Title

Property Development

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding the Property Development Lot can be obtained from the Invitation to Tender.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the Client / Weighting: 15

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

There will be a maximum of 5 Providers for this Lot.

Lot No: 8

II.2.1) Title

Rescue & Restructuring Firms in Difficulty

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Within this discipline legal advice and services may be required in relation to, but not restricted to the interpretation and practical application of the European Commission's Guidelines on State Aid for Rescuing & Restructuring Undertakings in Difficulty.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 10

Quality criterion: working closely with the client / Weighting: 15

Quality criterion: Experience / Weighting: 35

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 9

II.2.1) Title

First Legal Charge

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the Client / Weighting: 10

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 35

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales will have the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 10

II.2.1) Title

Second Legal Charge

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 10

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 35

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 11

II.2.1) Title

Statutory Demand

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & Project management / Weighting: 5

Quality criterion: Quality control and consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 10

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 35

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 12

II.2.1) Title

Bankruptcy

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 10

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 35

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a single provider.

Lot No: 13

II.2.1) Title

Tracing

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 15

Quality criterion: Working closely with the client / Weighting: 10

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 35

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a single provider

Lot No: 14

II.2.1) Title

Insolvency - North

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding this lot can be obtained from the Invitation to Tender.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 10

Quality criterion: Working closely with the client / Weighting: 25

Quality criterion: Experience / Weighting: 40

Cost criterion: Time charge rates / Weighting: 15

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider.

Lot No: 15

II.2.1) Title

Insolvency - South

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding the Insolvency - South Lot can be obtained from the Invitation to Tender.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document & project management / Weighting: 5

Quality criterion: Quality control & consistency / Weighting: 10

Quality criterion: Working closely with the client / Weighting: 25

Quality criterion: Experience / Weighting: 40

Cost criterion: Time charge rates / Weighting: 15

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this Lot will be to a Single Provider

Lot No: 16

II.2.1) Title

Fund Management and Corporate Advice - North East England

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Please refer to the Invitation to Tender for further detail regarding the Fund Management & Corporate Advice - North East England

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 5

Quality criterion: Document and Project Management / Weighting: 5

Quality criterion: Quality Control & Consistency / Weighting: 15

Quality criterion: Working Closely with the Client / Weighting: 15

Quality criterion: Experience / Weighting: 40

Cost criterion: Time charge rates / Weighting: 20

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend the contract for a further 12 months.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-Qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

The award for this lot will be to a Single Provider

Lot No: 17

II.2.1) Title

Debt, Mezzanine and Equity Investments and Commercial Contracts - North East England

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Please refer to the Invitation to Tender for further detail regarding the Debt, Mezzanine and Equity Investment and Commercial Contracts - North East England

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality Control & Consistency / Weighting: 10

Quality criterion: Working Closely with the Client / Weighting: 20

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-Qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

There will be a maximum of 3 providers for this Lot.

Lot No: 18

II.2.1) Title

Property Development North East England

II.2.2) Additional CPV code(s)

79100000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Further information regarding the Property Development North East England Lot can be obtained from the Invitation to Tender.

II.2.5) Award criteria

Criteria below:

Quality criterion: Client care & contract management / Weighting: 10

Quality criterion: Document & Project Management / Weighting: 5

Quality criterion: Quality Control & Consistency / Weighting: 15

Quality criterion: Working Closely with the Client / Weighting: 15

Quality criterion: Experience / Weighting: 30

Cost criterion: Time charge rates / Weighting: 25

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Finance Wales has the option to extend for a further 12 months

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Only those candidates who have met the minimum requirements outlined in the Pre-Qualification Questionnaire will be invited to submit a tender.

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

II.2.14) Additional information

There will be a maximum of 3 providers for this Lot.

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:

Successful firms will be expected to be qualified to advise in laws applicable to the Finance Wales Group

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.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:

Successful firms will be expected to be qualified to advise on laws applicable to Finance Wales

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

Restricted procedure

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

The procurement involves the establishment of a framework agreement with several operators.

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2016/S 041-066326

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

Date: 30/03/2016

Local time: 12:00

IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 11/04/2016

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

EN

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

This is a notice for social and specific services in accordance with Directive 2014/24/EU Article 74. The Contracting Authority shall only be bound by the application of the EU Procurement Directives to the extent that they are applicable to contracts for social and other specific services.

(WA Ref:41394)

VI.4) Procedures for review

VI.4.1) Review body

Finance Wales

Finance Wales, 1 Capital Quarter, Tyndall Street

Cardiff

CF10 4BZ

UK

Telephone: +44 2920338100

Fax: +44 2920338101

Internet address(es)

URL: www.financewales.co.uk

VI.5) Date of dispatch of this notice

02/03/2016


Information added to the notice since publication.

Additional information added to the notice since it's publication.
No further information has been uploaded.
Main Contact: procurement@financewales.co.uk
Admin Contact: N/a
Technical Contact: N/a
Other Contact: N/a

Commodity Categories

Commodity Categories
IDTitleParent Category
79100000Legal servicesBusiness services: law, marketing, consulting, recruitment, printing and security

Delivery Locations

Delivery Locations
IDDescription
1017Bridgend and Neath Port Talbot
1022Cardiff and Vale of Glamorgan
1015Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013Conwy and Denbighshire
1020East Wales
1023Flintshire and Wrexham
1016Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012Gwynedd
1011Isle of Anglesey
1021Monmouthshire and Newport
1024Powys
1014South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018Swansea
100UK - All
1000WALES
1010West Wales and The Valleys

Alert Region Restrictions

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

Alert Region Restrictions
There are no alert restrictions for this notice.

Further Instructions

The Buyer has attached further instructions with this notice. Please read these carefully and take the necessary action(s).

Record your interest in this notice and you will be automatically sent clarifications and deadline date changes etc. Please note that recording your interest does not automatically enter you into the tender process for this notice, you still have to submit your response by the deadline stated. To record an interest in this notice and add it to your interests list please click the Record your interest now button at the top of the page.

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 Record your interest now button at the top of the page.

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

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the Record your interest now button at the top of the page.

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

Alternatively, you can download all current documents (Zip File)

Current Documents

CreatedNameDescriptionSizeDownloads
04/03/2016 PQQ Reissue with ex Lots 010216 Pre-Qualification Questionnaire218.77 KB2
04/03/2016 ITT reissue with ex Lots 010216 Invitation to Tender229.15 KB0
04/03/2016 Final Draft Framework Agreement Framework Agreement538.50 KB1
04/03/2016 Questions and FW responses Queries raised under contract notice 2016 S 022 032464 on 2nd Feb 201625.26 KB0

Replaced Documents

There are no previous versions of these documents

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