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Lot No: 1
II.2.1) Title
Property — Conveyancing
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 4R246SJGV6.
Lot No: 2
II.2.1) Title
Property — Compliance and Enforcement
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference MR2QAN32H3.
Lot No: 3
II.2.1) Title
Property — Commercial and Advice
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference VKC9X5BR5U.
Lot No: 4
II.2.1) Title
Development — Conveyancing
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference N8S2HQMHQN.
Lot No: 5
II.2.1) Title
Development — General
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference B69229QV5B.
Lot No: 6
II.2.1) Title
Finance
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 7S9G2235JU.
Lot No: 7
II.2.1) Title
Funding and Charging
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference B6579D7A8T.
Lot No: 8
II.2.1) Title
Corporate Governance
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 8N266D375V.
Lot No: 9
II.2.1) Title
Housing Management
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 355Y2823Q2.
Lot No: 10
II.2.1) Title
General Commercial
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 39PVU6V3N7.
Lot No: 11
II.2.1) Title
Employment
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 4Y263Y3Y8Z.
Lot No: 12
II.2.1) Title
Health and Safety
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.2.9) 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
II.2.14) Additional information
Please complete the Selection Questionnaire and appropriate Tenderbox for this Lot with access reference 6727K46YTX.
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
GO Reference: GO-201759-PRO-10174896.