Contract award notice
Results of the procurement procedure
Section I: Contracting
entity
I.1) Name and addresses
The Wheatley Housing Group Limited
25 Cochrane Street
Glasgow
G1 1HL
UK
Contact person: Julieth Ani
Telephone: +44 7385968883
E-mail: julieth.ani@wheatley-group.com
NUTS: UKM
Internet address(es)
Main address: http://www.wheatley-group.com
Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10306
I.2) Joint procurement
The contract is awarded by a central purchasing body
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
Wheatley Group Legal & Associated Services Framework LEG001
Reference number: LEG001
II.1.2) Main CPV code
79100000
II.1.3) Type of contract
Services
II.1.4) Short description
The Wheatley Group intends to establish a multi-lot Framework Agreement for the provision of Legal & Associated Services. The Framework will be divided into 7 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5a – Sheriff Officer Services (Central Scotland Region) Lot 5b - Sheriff Officer Services (Dumfries and Galloway Region) Lot 6 Property Searching & Reporting Services. The Framework will be for a period of 36 months with the option to extend for a further 12 months at the sole discretion of the Wheatley Group.
Lot 1 – Commercial Contracts – including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice.
Lot 2 – Legal Governance & Legal Charities – including as a minimum governance and business structures, data protection, charities advice including business structures and corporate matters and associated legal advice.
Lot 3 - Legal Employment & General Civil Litigation – including as a minimum employment law, pensions advice and general civil litigation services.
Lot 4 – Financing– including as a minimum capital markets and bank funding in relation to new and existing funding and relating to both Scottish and English law
Lot 5a – Sheriff Officer Services (Central Scotland Region).
Lot 5b – Sheriff Officer Services (Dumfries and Galloway Region).
Lot 6 – Property Searching & Reporting Services.
II.1.6) Information about lots
This contract is divided into lots:
Yes
II.1.7) Total value of the procurement
Value excluding VAT:
3 600 000.00
GBP
II.2) Description
Lot No: 1
II.2.1) Title
Lot 1 Commercial Contracts
II.2.2) Additional CPV code(s)
79100000
79110000
79111000
79112000
79130000
79140000
75231100
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
Lot 1 Commercial Contracts covers the following areas as a minimum: procurement, construction, development, real estate, intellectual property, information technology, environmental and planning law, litigation support and associated legal advice.
II.2.5) Award criteria
Quality criterion: Quality
/ Weighting: 70
Price
/ Weighting:
30
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
Lot 2 Legal Governance & Charities
II.2.2) Additional CPV code(s)
79100000
79110000
79111000
79112000
79130000
79140000
75231100
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
Lot 2 Legal Governance & Legal Charities including as a minimum governance and business structures, data protection, charities advice including legal structural business and corporate matters and associated legal advice.
II.2.5) Award criteria
Quality criterion: Quality
/ Weighting: 70
Price
/ Weighting:
30
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
Lot 3 Legal Employment & General Civil Litigation
II.2.2) Additional CPV code(s)
79100000
79110000
79111000
79112000
79130000
79140000
75231100
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
Lot 3 Legal Employment & General Civil Litigation to cover as a minimum: employment law, pensions and court litigation services. Employment law advice to the Group’s Human Resource (HR) department both on a rolling ad hoc basis and in relation to any specific projects affecting the employment status of the employees within the Group companies, keeping our HR department up to date on relevant changes in employment law, advice on compromise agreements, employment tribunal representation where required, TUPE and advice to the in-house legal team in relation to TUPE or other employment issues that may arise in relation to individual projects or third party contracts. Pension’s advice is also included.
Litigation primarily in relation to Court of Session cases, including Judicial Review. Advice and support may be required with housing related litigation including Anti-Social Behaviour Orders and actions for eviction, defence of reparation actions, and actions for Reduction, Suspension and Interdict, although this type of work is generally handled in-house.
II.2.5) Award criteria
Quality criterion: Quality
/ Weighting: 70
Price
/ Weighting:
30
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
Lot 4 Financing
II.2.2) Additional CPV code(s)
79100000
79110000
79111000
79112000
79130000
79140000
75231100
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
Lot 4 providing legal services associated with the area of Financing as follows?
Treasury (debt finance, listed securities, bonds);
Banking and finance including the raising of new, and management of existing bank and capital markets funding;
Issuance and hedging arrangements;
Charging and security work;
FCA and financial regulatory support;
Mergers & acquisitions;
Acquisitions and disposals;
Joint ventures;
Corporate finance;
Financial services regulation;
Corporate insolvency law;
Constitutional issues;
Corporate governance;
New business opportunities;
Amalgamations and restructuring;
Stock transfers;
Taxation advice;
Co-operative & Community Benefit societies law;
Grant applications e.g. Big Lottery funding.
II.2.5) Award criteria
Quality criterion: Quality
/ Weighting: 70
Price
/ Weighting:
30
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
Lot 5a Sheriff Officer Services - Central Scotland Region
II.2.2) Additional CPV code(s)
79940000
79100000
79110000
79111000
79112000
79130000
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
Sheriff Officer services which will be required to cover the Central Scotland Region in relation to this lot arise from litigation in relation to rent arrears recovery, general debt recovery for former tenant arrears, litigation to recover factoring debt, anti-social evictions and anti-social behaviour orders. The Sheriff Officers must have experience in providing a wide range of Sheriff Officer services and dealing with a high volume of work. The Sheriff Officers must employ appropriate numbers of suitably qualified staff with a sufficiently broad range of expertise to meet our requirements.
II.2.5) Award criteria
Quality criterion: Quality
/ Weighting: 100
Price
/ Weighting:
0
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: 6
II.2.1) Title
Lot 5b Sheriff Officer Services - Dumfries and Galloway Region
II.2.2) Additional CPV code(s)
79940000
79100000
79110000
79111000
79112000
79130000
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
Sheriff Officer services which will be required to cover the Dumfries and Galloway Region in relation to this lot arise from litigation in relation to rent arrears recovery, general debt recovery for former tenant arrears, litigation to recover factoring debt, anti-social evictions and anti-social behaviour orders. The Sheriff Officers must have experience in providing a wide range of Sheriff Officer services and dealing with a high volume of work. The Sheriff Officers must employ appropriate numbers of suitably qualified staff with a sufficiently broad range of expertise to meet our requirements.
II.2.5) Award criteria
Quality criterion: Quality
/ Weighting: 100
Price
/ Weighting:
0
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 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
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:
2022/S 022-191181
Section V: Award of contract
Lot No: 1
Title: Lot 1 Commercial Contracts
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
14/11/2022
V.2.2) Information about tenders
Number of tenders received: 8
Number of tenders received from SMEs: 8
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 8
Number of tenders received by electronic means: 8
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
Brodies
58 Morrison Street
Edinburgh
EH3 8BP
UK
Telephone: +44 1316563720
NUTS: UKM
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Morton Fraser
Quartermile Two, 2 Lister Square
Edinburgh
EH3 9GL
UK
Telephone: +44 1312471210
NUTS: UKM75
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Shepherd and Wedderburn LLP
1 Exchange Crescent, Conference Square
Edinburgh
EH3 8UL
UK
Telephone: +44 1314735786
NUTS: UKM
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 600 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 2
Title: Lot 2 Legal Governance & Charities
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
14/11/2022
V.2.2) Information about tenders
Number of tenders received: 5
Number of tenders received from SMEs: 5
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 5
Number of tenders received by electronic means: 5
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
Brodies
58 Morrison Street
Edinburgh
EH3 8BP
UK
Telephone: +44 1316563720
NUTS: UKM
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Thorntons Law LLP
33 Yeaman Shore
Dundee
DD1 4BJ
UK
Telephone: +44 1312408607
NUTS: UKM
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Harper Macleod LLP
The Ca'd'oro, 45 Gordon Street
Glasgow
G1 3PE
UK
Telephone: +44 1412279411
NUTS: UKM82
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 380 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 3
Title: Lot 3 Legal Employment & General Civil Litigation
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
14/11/2022
V.2.2) Information about tenders
Number of tenders received: 6
Number of tenders received from SMEs: 6
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 6
Number of tenders received by electronic means: 6
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
Brodies
58 Morrison Street
Edinburgh
EH3 8BP
UK
Telephone: +44 1316563720
NUTS: UKM
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Burness Paull LLP
50 Lothian Road, Festival Square
Edinburgh
EH3 9WJ
UK
Telephone: +44 1313574462
NUTS: UK
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Thorntons Law LLP
33 Yeaman Shore
Dundee
DD1 4BJ
UK
Telephone: +44 1312408607
NUTS: UKM
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 320 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 4
Title: Lot 4 Financing
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
14/11/2022
V.2.2) Information about tenders
Number of tenders received: 5
Number of tenders received from SMEs: 5
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 5
Number of tenders received by electronic means: 5
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
Brodies
58 Morrison Street
Edinburgh
EH3 8BP
UK
Telephone: +44 1316563720
NUTS: UKM
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Harper Macleod LLP
The Ca'd'oro, 45 Gordon Street
Glasgow
G1 3PE
UK
Telephone: +44 1412279411
NUTS: UKM82
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Pinsent Masons
30 Crown Place , London
London
EC2A 4ES
UK
Telephone: +44 2074906605
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 1 200 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 5
Title: Lot 5a Sheriff Officer Services - Central Scotland Region
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
14/11/2022
V.2.2) Information about tenders
Number of tenders received: 4
Number of tenders received from SMEs: 4
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 4
Number of tenders received by electronic means: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
Walker Love
16 Royal Exchange Square
Glasgow
G1 3AB
UK
Telephone: +44 1412488224
NUTS: UKM82
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 800 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 6
Title: Lot 5b Sheriff Officer Services - Dumfries and Galloway Region
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
14/11/2022
V.2.2) Information about tenders
Number of tenders received: 3
Number of tenders received from SMEs: 3
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 3
Number of tenders received by electronic means: 3
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
Stirling Park LLP
24 Blythswood Square
Glasgow
G2 4BG
UK
Telephone: +44 7801136853
NUTS: UK
The contractor is an SME:
Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 160 000.00
GBP
V.2.5) Information about subcontracting
Section VI: Complementary information
VI.3) Additional information
Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.
Bidders responses to the SPD will be assessed on the basis of:
Questions 2A.1 – 2D.1.1 Information Only;
Questions 3A – 4A. Pass or Fail;
Question 4B.1.1 –Information Only
Applicable Questions in 4B - Pass/Fail
Applicable Questions in 4C - Scored
Question 4C.10 –Information Only
More information in Appendix 1 Instructions to Tenderers document (from page 16)
(SC Ref:725623)
VI.4) Procedures for review
VI.4.1) Review body
Glasgow Sheriff Court and Justice of the Peace Court
1 Calton Place
Glasgow
G5 9DA
UK
Internet address(es)
URL: http://www.wheatley-group.com
VI.5) Date of dispatch of this notice
13/03/2023