Award

HALA Legal Services Framework

OPTIVO

This public procurement record has 3 releases in its history.

Award

26 Aug 2022 at 11:05

Award

26 Aug 2022 at 11:05

Tender

29 Mar 2022 at 09:15

Summary of the contracting process

The HALA Legal Services Framework tender, managed by Optivo, was awarded to multiple suppliers for lots including Corporate, Governance & Finance, Housing & Asset Management, Development, and Property. The estimated annual spend on solicitors' services is approximately £6.2M. The tender was at the award stage with a total value of £30M. The procurement method was an open procedure, and the contracting authority was looking for legal services in the housing associations' industry category across various regions in the UK.

This tender for the HALA Legal Services Framework presents opportunities for legal firms specialising in corporate, governance, finance, housing, development, and property law. Small and medium-sized enterprises (SMEs) can compete for specific legal service lots. The procurement stage at the time of the award was completed, with the framework accessible to existing and new HALA members. The award criteria were based on quality and price, with specific focus areas outlined for each lot, catering to a broad range of legal expertise.

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Notice Title

HALA Legal Services Framework

Notice Description

The Housing Associations' Legal Alliance includes Advance, BME London, Bromford Housing, CDS Co-operatives, Christian Action Housing, Cross Keys Homes, Eastend Homes, Greatwell Homes, Habinteg, Hastoe Group, Hexagon Housing, HFL Homes, Hightown Housing, Housing for Women, Housing Solutions, ISHA, Lewisham Homes, Local Space, MHS Homes, Newlon Housing Trust, Octavia Housing, One Housing, Optivo, Origin Housing, Phoenix Community Homes, Raven Housing Trust, Saxon Weald, Settle Group, Shepherds Bush Housing Group, Soho Housing, Swan Housing Association, Wandle Housing Association, Women's Pioneer Housing, YMCA St Paul's Group, YMCA Thames Gateway. Between them, there is a spend of approximately PS6.2M per annum on external Solicitors' Services. The Members have come together in a shared procurement exercise and wish to appoint a panel of Solicitors upon whose advisory services the individual members can call.

Lot Information

Lot 1: Corporate, Governance & Finance

The organisations appointed shall provide legal advisory 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 *Development draw down funding (including contracts with the HCA / GLA) *Corporate governance *New business opportunities *Acquisitions and disposals *Joint ventures and subsidiaries *Amalgamations and restructuring *Stock transfers *Employment advice (including TUPE) *Employment litigation, including Employment Tribunals *Taxation advice *Pensions *Charity law *Industrial and provident society law *Constitutional reviews *Board member powers and responsibilities *Corporate Policies and Procedures *Commercial contracts (including Supporting People contracts) *Debt recovery *Procurement law *Commercial disputes *Grant applications e.g. Big Lottery funding *IT and information law including system maintenance & support agreements, defamation and the internet, and intellectual property *Data protection and freedom of information *Code of Governance *Regulations *Company Law *Miscellaneous advice such as occasional advice on such matters as Financial inclusion/general advice to tenants, consumer credit licence issues, health & safety, defamation, fraud, insolvency judicial reviews and public law issues including Human Rights Act.

Lot 2: Housing & Asset Management

The organisations appointed shall provide legal advisory services including but not limited to: Legal Advisory Services *Housing litigation such as: *Disrepair claims *Anti-social behaviour proceedings (including injunctions, committal) *Rent arrears possession proceedings *Non-rent arrears possession proceedings *Possession proceedings (all types) *Assured shorthold accelerated possession claims *Trespassers *Possession succession *Evictions *Gas servicing and other access injunctions *Supported housing disputes *Terminating licence agreements and obtaining possession *Service charge disputes *Tenancy Fraud *Mediation *First Tier Tribunal advice and advocacy *Leaseholder disputes *Deceased leaseholders where executors not meeting their obligations or where no monies in estate *Unlawful assignments *Enforcement / forfeiture *Leasehold and shared ownership sub-letting *Managing Agent issues including those arising from Tri-Partite agreements i.e. RP, Leaseholder and Managing Agent General housing advice such as: *Tenancy agreement advice *Anti-social behaviour advice *Housing benefit advice *Service charge advice *Estate management board advice *Managing agents contracts and service level agreements *Supported and sheltered housing advice *Advice on complaints *Dilapidations *Dealing with lack of mental capacity *Judicial Review *Welfare reform updates *Data protection *Energy supply agreements with residents Housing management policy advice such as: *Drafting and advising on new forms of tenancy & licence agreement *Rent setting advice *Policy drafting, approval and annual health checks *Advice on procedures - this may include drafting all or part of a procedure

Lot 3: Development

The organisations appointed shall provide legal advisory services including but not limited to: Development *Public private partnerships *Site Assembly *Options to purchase *Acquisitions/disposals of land/buildings including new build plot sales *Acquisitions/disposals of tenanted stock *Stock swaps *Statutory Agreements e.g. s.38, 278, 104 *Planning Agreements e.g. s.106 and s.111 *Development Agreements *Development Funding (including HCA Help to Buy agreements) *Management Agreements *Establishing development-related management companies including joint ventures *Construction Agreements (including collateral warranties) *Bonds *Parent Company Guarantees *Contentious Construction *Novation agreements *Wayleaves and other utility agreements *Building licences *Grant agreements *Health and safety *Overage *Planning advice *Property taxation advice *Procurement advice *Development disputes (including litigation) *Environmental issues *ESCo/MUSCo leases and concession agreements. *Energy supply agreements with residents *Consultant appointment letters *Contract amendments *Frameworks for consultants and contractors *Fire safety, asbestos water and other H&S law *Advice in relation to sustainability, regulations and compliance *Compulsory Purchase Orders *Advice in relation to fire remediation and boundary disputes Shared Ownership *Setting up shared ownership schemes including drafting lease incorporating requirements of planning agreements *Staircasing (not final and final) *Resale/Assignment to new owner *Easements *Lifting of restrictive covenants *Surrenders *Repossessions *New Build Plot sales *Managing Agent issues including those arising from Tripartite Agreements i.e. RP, Leaseholder and Managing Agent. *Lease management e.g. licences to assign, licences for alterations, deeds of variations, lease extensions

Lot 4: Property

The organisations appointed shall provide legal advisory services including but not limited to: Commercial Property *Property rationalisation including purchases, disposals, stock swaps, TUPE (employment issues) *Purchases/disposals of real estate (general) *Auction acquisitions and disposals *Easements *Title investigations *Agreements for lease/licences *Granting and taking leases *Management Agreements *Lease management e.g. licences to assign, licences for alterations, deeds of variation, lease extensions, rent review memoranda etc. *Advice relating to existing leases and management agreements *Commercial Lease renewals and surrenders *Tenanted sales initiatives *Tenanted transfers including overage agreements *Dilapidations *Adverse possession including traveller issues *Establishing property joint ventures *Plot sales (commercial) *Consent issues relating to restrictions on title, including lifting of restrictive covenants *Ground rent issues *Property litigation *Construction contracts (including professional services contracts) *Serving section 25 and s26 notices and responding to the same when served *Re-possession of premises *Novation agreements *Wayleaves and other utility agreements *Overage *Property taxation advice *Boundary dispute advice Residential Property *Purchases and sales of individual residential units (freehold/ leasehold) *New build plot sales (freehold/ leasehold) *Easements *Lifting of restrictive covenants *Auctions *Sales under Right To Buy, Right To Acquire /Social HomeBuy *Independent Supported Living purchases *Service charge issues (including sinking fund disputes) *Leasehold Valuation Tribunal advice and advocacy *Leasehold enfranchisement *Absent landlords (overseas etc.) *Boundary dispute advice Shared Ownership *Setting up shared ownership schemes including drafting lease incorporating requirements of planning agreements *Staircasing (not final and final) *Resale/Assignment to new owner *Easements *Lifting of restrictive covenants *Surrenders *Repossessions *New Build Plot sales *Managing Agent issues including those arising from Tripartite Agreements i.e. RP, Leaseholder and Managing Agent. *Lease management e.g. licences to assign, licences for alterations, deeds of variations, lease extensions

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-032745
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/023934-2022
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

79100000 - Legal services

Notice Value(s)

Tender Value
£30,000,000 £10M-£100M
Lots Value
£30,000,000 £10M-£100M
Awards Value
Not specified
Contracts Value
£30,000,000 £10M-£100M

Notice Dates

Publication Date
26 Aug 20223 years ago
Submission Deadline
29 Apr 2022Expired
Future Notice Date
Not specified
Award Date
6 Aug 20223 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
OPTIVO
Contact Name
Tim Morel and Richard Short
Contact Email
hala@kennedycater.com
Contact Phone
+44 2071134020

Buyer Location

Locality
CROYDON
Postcode
CR0 9XP
Post Town
Croydon
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI6 Outer London - South
Small Region (ITL 3)
TLI62 Croydon
Delivery Location
TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England), TLL Wales

Local Authority
Croydon
Electoral Ward
Fairfield
Westminster Constituency
Croydon West

Supplier Information

Number of Suppliers
18
Supplier Names

ANTHONY COLLINS SOLICITORS

ASHFORDS

BATCHELORS SOLICITORS

BEVAN BRITTAN

BIRKETTS

CAPSTICKS

CAPSTICKS SOLICITORS

CLARKE WILLMOTT

DEVONSHIRES SOLICITORS

FOOT ANSTEY

HUGH JAMES

JUDGE & PRIESTLEY

PENNINGTONS MANCHES COOPER

ROYTHORNES

SHARRATTS (LONDON

TLT

TROWERS & HAMLINS

WINCKWORTH SHERWOOD

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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