Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Caledonia Housing Association
Suite 4 Saltire House, 3 Whitefriars Crescent
Perth
PH2 0PA
UK
Contact person: Stuart Robertson
Telephone: +44 8006781228
E-mail: stuart.robertson@caledoniaha.co.uk
NUTS: UKM
Internet address(es)
Main address: www.caledoniaha.co.uk
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA17204
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
https://www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
https://www.publiccontractsscotland.gov.uk
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://www.publiccontractsscotland.gov.uk
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
Framework for the Provision of Legal Services
Reference number: 2025-01-LS
II.1.2) Main CPV code
79100000
II.1.3) Type of contract
Services
II.1.4) Short description
Caledonia Housing Association Group, consisting of Caledonia Housing Association and its subsidiary, Cordale Housing Association, invites suitably qualified and experienced legal service providers to express their interest in participating in the tender for the Framework Agreement for the Provision of Legal Services.
The Group is one of Scotland’s leading Registered Social Landlords, dedicated to providing high-quality, affordable homes for those in housing need. We currently own and manage approximately 6,000 homes across Tayside, Fife, the Highlands, East and West Dunbartonshire, and North Lanarkshire. For further information about the Group and its subsidiary, please visit:
www.caledoniaha.co.uk; www.cordalehousing.org.uk
The Framework Agreement will have an initial term of three years, with the option of a one-year extension, contingent upon satisfactory performance.
II.1.5) Estimated total value
Value excluding VAT:
4 000 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for maximum 2 lots
Maximum number of lots that may be awarded to one tenderer: 2
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:
Any two lots.
II.2) Description
Lot No: 1
II.2.1) Title
Conveyancing, Contractual & Procurement and General Legal Issues
II.2.2) Additional CPV code(s)
79110000
79111000
79112000
79130000
79140000
79100000
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
Across Scotland
II.2.4) Description of the procurement
a. Procurement and contract-related issues, including those in the context of new build housing developments.
b. Conveyancing services and advice, including issues related to property sales through low-cost home ownership schemes.
c. Legal advice on agreements pertaining to acquisitions and disposals.
d. General legal guidance on services provided by Registered Social Landlords, excluding those covered by other specialist lots.
II.2.5) Award criteria
Criteria below:
Quality criterion: Technical
/ Weighting: 50
Quality criterion: Sustainability
/ Weighting: 20
Price
/ Weighting:
30
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:
The Framework Agreement will have an initial term of three years, with the option of a one-year extension, contingent upon satisfactory performance
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 5
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
Finance, Governance and Employment Issues
II.2.2) Additional CPV code(s)
79100000
79110000
79111000
79112000
79130000
79140000
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
Across Scotland
II.2.4) Description of the procurement
a. Compliance with employment policies and practices, with advice on related matters such as TUPE, dispute resolution, grievance and disciplinary issues, pensions, and settlement agreements.
b. Representation in Employment Tribunals and Employment Appeal Tribunals.
c. Governance and compliance issues, focusing on group structures, legislative and regulatory requirements, and constitutional matters.
d. Advice on information governance issues, including provision of Data Protection Officer services.
e. Advice on funding arrangements and financial agreements with lenders.
f. Standard Security legal work.
II.2.5) Award criteria
Criteria below:
Quality criterion: Technical
/ Weighting: 50
Quality criterion: Sustainability
/ Weighting: 20
Price
/ Weighting:
30
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:
The Framework Agreement will have an initial term of three years, with the option of a one-year extension, contingent upon satisfactory performance.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 5
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
Housing & Estate Management Issues
II.2.2) Additional CPV code(s)
79100000
79110000
79111000
79112000
79130000
79140000
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
Across Scotland
II.2.4) Description of the procurement
a. Compliance with Housing Management policies and practices, and guidance on issues such as tenancy and arrears management, and associated legal obligations.
b. Managing complaints, including those escalated to the Ombudsman or tribunal stage.
c. Court representation, including raising actions for tenancy breaches and defending actions raised against Caledonia or its employees.
d. Income recovery, including both current and former tenant arrears, recharges, and any other debt owed to the Association.
e. Legal actions related to anti-social behaviour, including ASBOs, interdicts, and possession recovery.
f. Guidance on housing-related legislation, including leases, management agreements, alternative tenures, and tenancy regimes.
g. Pursuing legal action against third parties raised by the Association.
h. Factoring services and fulfillment of associated obligations.
i. Legal advice on issuing notices and other relevant legal documents.
II.2.5) Award criteria
Criteria below:
Quality criterion: Technical
/ Weighting: 50
Quality criterion: Sustainability
/ Weighting: 20
Price
/ Weighting:
30
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:
The Framework Agreement will have an initial term of three years, with the option of a one-year extension, contingent upon satisfactory performance.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 5
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.1.2) 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:
The bidder must provide proof of a valid licence issued by the Law Society of Scotland.
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.
Envisaged maximum number of participants to the framework agreement: 3
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:
19/02/2025
Local time: 17:00
IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date:
10/03/2025
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
Duration in months: 3 (from the date stated for receipt of tender)
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.2) Information about electronic workflows
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 Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=788151.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.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.
A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363
Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/
A summary of the expected community benefits has been provided as follows:
Bidders will be required to deliver community benefits retrospectively proportionate to the annual spend under the contract.
(SC Ref:788151)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=788151
VI.4) Procedures for review
VI.4.1) Review body
Perth Sheriff Court and Justice of the Peace Court
County Building, Tay Street
Perth
PH2 8NL
UK
VI.5) Date of dispatch of this notice
20/01/2025