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Legal services

Published 14/10/2020

North West (england)

Country UK

Status Contract notice

CType Services

Tender Details
Reference2020/S 200-486738
Award CriteriaThe most economic tender
ProcurementRestricted procedure
Main ActivitiesHousing and community amenities
Common Procurement VocabularyLegal services
Legal advisory and representation services
Legal advisory services
Legal representation services
Legal advisory and information services
Date Published14th Oct 2020

North West (england)

Country UK

Status Contract notice

CType Services

Contract notice

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: Onward Group Ltd (acting on behalf of itself and any current and future subsidiaries)
Postal address: 12 Hanover Street
Town: Liverpool
NUTS code: UKD NORTH WEST (ENGLAND)
Postal code: L1 4AA
Country: United Kingdom
E-mail: procurement@onward.co.uk
Internet address(es):
Main address: https://in-tendhost.co.uk/onwardhomes/aspx/Home
Address of the buyer profile: https://in-tendhost.co.uk/onwardhomes/aspx/Home
I.3)Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/onwardhomes/aspx/Home
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://in-tendhost.co.uk/onwardhomes/aspx/Home
Tenders or requests to participate must be submitted to the abovementioned address
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://in-tendhost.co.uk/onwardhomes/aspx/Home
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:

External Legal Services

Reference number: OG-P931
II.1.2)Main CPV code
79100000 Legal services
II.1.3)Type of contract
Services
II.1.4)Short description:

Onward Group Ltd is seeking to re-procure its panel of Legal Services providers through a number of specialisms and invites suitably qualified legal firms experienced in social housing matters to express an interest. This is a restricted procedure (in two stages): legal firms should provide a response in accordance with the requirements laid out in the Invitation to Tender document, which in the first instance will consist of a selection questionnaire. The panel will take the form of a framework agreement and will last for a four-year period commencing on 1 April 2021. The contract will first be advertised through the despatch of a notice to OJEU. Procurement documents will be published on our e-tendering portal accordingly.

II.1.5)Estimated total value
Value excluding VAT: 6 000 000.00 GBP
II.1.6)Information about lots
This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description
II.2.1)Title:

Property Conveyancing

Lot No: 1
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of property conveyancing services including: 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

PROPERTY COMPLIANCE & ENFORCEMENT

Lot No: 2
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of property compliance and enforcement legal services including: disrepair claims, access sanctions (servicing and maintenance injunctions), terminating licence agreements and obtaining possession, dilapidations, Asset Management advice, contract claims, statutory notices, party wall, boundary disputes.

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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

PROPERTY COMMERCIAL & ADVICE

Lot No: 3
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of property-related legal services including: 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, 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, Enforcement and forfeiture, First Tier Tribunal representation, Establishing property PFI 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

DEVELOPMENT – CONVEYANCING

Lot No: 4
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of development conveyancing legal services including: New build plot sale – leasehold and freehold, Auction sale and purchase, individual property and land sales and acquisitions, Right to Buy, Right to Acquire, Shared ownership, Social Homebuy, Statutory Agreements e.g. s.38, 278, 104, Planning Agreements e.g. s.106 and s.111, Post sale – staircasing, 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

DEVELOPMENT

Lot No: 5
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of development-related legal services including: 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

FINANCE

Lot No: 6
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of finance-related legal services including: Mergers & 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

FUNDING & CHARGING

Lot No: 7
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of funding and charging legal services including: 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

CORPORATE GOVERNANCE

Lot No: 8
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of corporate governance related legal services including: Mergers & 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

HOUSING MANAGEMENT

Lot No: 9
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of housing management related legal services including: policy advice, advice & representation including tenancy rights & obligations; rent; possession; injunction; general litigation; ASB solutions; debt; gas servicing; allocations; boundary disputes etc.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

GENERAL COMMERCIAL

Lot No: 10
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of general commercial legal services including: Competition law, Contract advice or drafting, eCommerce, Intellectual Property Rights & Trademarks, Public Procurement (including telecoms & IT, contracts and licenses), Procurement law, IT and information law including system maintenance & 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

II.2)Description
II.2.1)Title:

EMPLOYMENT

Lot No: 11
II.2.2)Additional CPV code(s)
79100000 Legal services
79110000 Legal advisory and representation services
79111000 Legal advisory services
79112000 Legal representation services
79140000 Legal advisory and information services
II.2.3)Place of performance
NUTS code: UKD NORTH WEST (ENGLAND)
Main site or place of performance:

II.2.4)Description of the procurement:

Provision of employment-related legal services including: Employment law (contracts and policies), Equal opportunities, Equality & discrimination, Employee relations, Equal pay, TUPE, Tribunals, Grievances and disputes, Pensions, Health & 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/04/2021
End: 31/03/2025
This contract is subject to renewal: no
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

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:

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

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
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 33
In the case of framework agreements, provide justification for any duration exceeding 4 years:

N/a

IV.1.8)Information about the 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: 09/11/2020
Local time: 14:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date: 27/11/2020
IV.2.4)Languages in which tenders or requests to participate may be submitted:
English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Duration in months: 4 (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:

The authority is not bound to accept any tender and reserves the right to cancel the procurement and not to proceed with all or part of the procurement, subject to the requirements of the Public Contracts Regulations 2015. The authority will not, under any circumstances, reimburse any expense incurred by potential providers in preparing their submissions for the procurement, nor shall it be liable for any loss of profits, loss of contracts or other losses suffered or incurred by a potential provider as a result of that potential provider not being awarded a contract pursuant to the procurement process.

VI.4)Procedures for review
VI.4.1)Review body
Official name: High Court of England and Wales
Postal address: Royal Courts of Justice, Strand
Town: London
Postal code: WC1A 2LL
Country: United Kingdom
VI.4.2)Body responsible for mediation procedures
Official name: High Court of England and Wales
Postal address: Royal Courts of Justice, Strand
Town: London
Postal code: WC1A 2LL
Country: United Kingdom
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

The authority will observe a standstill period following the notification of the intention to award the contract and conduct itself in respect of any appeals in accordance with the Public Contracts Regulations 2015.

VI.4.4)Service from which information about the review procedure may be obtained
Official name: Cabinet Office
Postal address: 70 Whitehall
Town: Liverpool
Postal code: SW1A 2AS
Country: United Kingdom
VI.5)Date of dispatch of this notice:
09/10/2020
More Tenders »
Tender Details
Reference2020/S 200-486738
Award CriteriaThe most economic tender
ProcurementRestricted procedure
Main ActivitiesHousing and community amenities
Common Procurement VocabularyLegal services
Legal advisory and representation services
Legal advisory services
Legal representation services
Legal advisory and information services
Date Published14th Oct 2020