Legal & Associated Services Framework

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    "date": "2019-02-28T00:00:00Z",
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            "name": "The Wheatley Housing Group Limited",
            "identifier": {
                "legalName": "The Wheatley Housing Group Limited"
            },
            "address": {
                "streetAddress": "25 Cochrane Street",
                "locality": "Glasgow",
                "region": "UKM",
                "postalCode": "G1 1HL"
            },
            "contactPoint": {
                "name": "Caroline Gray/Craig MacLiver",
                "email": "craig.macliver@wheatley-group.com",
                "telephone": "+44 8004797979",
                "url": "https://www.publiccontractsscotland.gov.uk"
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                "url": "http://www.wheatley-group.com"
            }
        },
        {
            "id": "org-18",
            "name": "The Wheatley Housing Group Limited",
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            },
            "contactPoint": {
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        },
        {
            "id": "org-360",
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            },
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            "id": "org-364",
            "name": "Thorntons Law LLP",
            "identifier": {
                "legalName": "Thorntons Law LLP"
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            "address": {
                "streetAddress": "Whitehall House, 33 Yeaman Shore",
                "locality": "Dundee",
                "region": "UKM71",
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            "id": "org-366",
            "name": "Morton Fraser",
            "identifier": {
                "legalName": "Morton Fraser"
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                "streetAddress": "Quartermile Two, 2 Lister Square",
                "locality": "Edinburgh",
                "region": "UKM",
                "postalCode": "EH3 9GL"
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        {
            "id": "org-367",
            "name": "Pinsent Masons",
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                "legalName": "Pinsent Masons"
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                "streetAddress": "30 Crown Place , London",
                "locality": "London",
                "region": "UK",
                "postalCode": "EC2A 4ES"
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        {
            "id": "org-327",
            "name": "Walker Love",
            "identifier": {
                "legalName": "Walker Love"
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                "streetAddress": "16 Royal exchange Square, Glasgow",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G1 3AB"
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            "id": "org-368",
            "name": "Millar & Bryce Limited",
            "identifier": {
                "legalName": "Millar & Bryce Limited"
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                "locality": "Edinburgh",
                "region": "UKM",
                "postalCode": "EH6 5NP"
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    "buyer": {
        "name": "The Wheatley Housing Group Limited",
        "id": "org-360"
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    "tender": {
        "id": "LEG024-219",
        "title": "Legal & Associated Services Framework",
        "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 6 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Legal Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5 - Sheriff Officer Services 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.",
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                    {
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                "relatedLot": "6"
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        ],
        "value": {
            "amount": 1845000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
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        ],
        "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2018-08-01T12:00:00Z"
        },
        "awardPeriod": {
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                "documentType": "contractNotice",
                "title": "Legal & Associated Services Framework",
                "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 6 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Legal Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5 - Sheriff Officer Services 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.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL324301",
                "format": "text/html"
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                "id": "JUL324301-1",
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                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL324301&idx=1",
                "datePublished": "2018-07-05T14:36:36Z",
                "dateModified": "2018-07-05T14:36:36Z",
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                "title": "Lot 2",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL324301&idx=2",
                "datePublished": "2018-07-05T14:36:36Z",
                "dateModified": "2018-07-05T14:36:36Z",
                "format": "application/x-zip-compressed"
            },
            {
                "id": "JUL324301-3",
                "title": "Lot 3",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL324301&idx=3",
                "datePublished": "2018-07-05T14:36:36Z",
                "dateModified": "2018-07-05T14:36:36Z",
                "format": "application/x-zip-compressed"
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            {
                "id": "JUL324301-4",
                "title": "Lot 4",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL324301&idx=4",
                "datePublished": "2018-07-05T14:36:36Z",
                "dateModified": "2018-07-05T14:36:36Z",
                "format": "application/x-zip-compressed"
            },
            {
                "id": "JUL324301-5",
                "title": "Lot 5",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL324301&idx=5",
                "datePublished": "2018-07-05T14:36:37Z",
                "dateModified": "2018-07-05T14:36:37Z",
                "format": "application/x-zip-compressed"
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            {
                "id": "JUL324301-6",
                "title": "Lot 6",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL324301&idx=6",
                "datePublished": "2018-07-05T14:36:37Z",
                "dateModified": "2018-07-05T14:36:37Z",
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            },
            {
                "id": "MAR347050",
                "documentType": "awardNotice",
                "title": "Legal & Associated Services Framework",
                "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 6 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Legal Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5 - Sheriff Officer Services 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.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR347050",
                "format": "text/html"
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        ],
        "lots": [
            {
                "id": "1",
                "title": "Commercial Contracts",
                "description": "Lot 1 Commercial Contracts including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice.. 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.",
                "status": "complete",
                "value": {
                    "amount": 370000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Service Delivery Model",
                            "description": "30"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                }
            },
            {
                "id": "2",
                "title": "Legal Governance & Legal Charities",
                "description": "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.. 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.",
                "status": "complete",
                "value": {
                    "amount": 95000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group."
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Service Delivery Model",
                            "description": "30"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                }
            },
            {
                "id": "3",
                "title": "Legal Employment & General Civil Litigation",
                "description": "Lot 3 Legal Employment & General Civil Litigation including as a minimum employment law, pensions and court litigation services.. 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.",
                "status": "complete",
                "value": {
                    "amount": 350000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend for a further 12 months at the sole discretion of the Wheatley Group."
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Service Delivery Model",
                            "description": "30"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                }
            },
            {
                "id": "4",
                "title": "Financing",
                "description": "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.. 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.",
                "status": "complete",
                "value": {
                    "amount": 500000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group."
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Framework Delivery Team",
                            "description": "30"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                }
            },
            {
                "id": "5",
                "title": "Sheriff Officer Services",
                "description": "Sheriff Officer services which will be required 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.. 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.",
                "status": "complete",
                "value": {
                    "amount": 450000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group."
                },
                "awardCriteria": {
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                            "type": "quality",
                            "name": "Framework Delivery Team",
                            "description": "35"
                        },
                        {
                            "type": "price",
                            "description": "0"
                        }
                    ]
                }
            },
            {
                "id": "6",
                "title": "Property Searching & Reporting",
                "description": "The services which will be required in relation to this lot include but not limited to services relative to property transactions where Wheatley Housing Group entities are the sellers of, or granters of subordinate rights in, the land, including, but not limited to Legal Reports,Plans Reports,Companies/Mutual Societies searches,Register of Community Interests in Land searches, Property Enquiry Certificates, Coal Mining Reports, Extracts/copies of title deeds.. 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.",
                "status": "complete",
                "value": {
                    "amount": 80000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend for a further 12 months at the sole discretion of the Wheatley Group."
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Added Value",
                            "description": "10"
                        },
                        {
                            "type": "price",
                            "description": "30"
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                }
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            "date": "2018-08-01T12:30:00Z",
            "address": {
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        "contractTerms": {
            "hasElectronicPayment": true,
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            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "Following successful appointment to the Framework, Service Providers must monitor the volume of spend which has been awarded to their organisation and commit to undertaking at least one of the Community Benefits or Knowledge Transfer benefits listed in Appendix 9 of the Invitation to Tender for each accumulative total of GBP 50,000 spend with their organisations (i.e. GBP 150,000 total commission will see a requirement of 3 community benefits to be undertaken)."
        },
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                    "type": "suitability",
                    "description": "Question ESPDS 4A.2 Bidders must be a member of the following in respect of Lots 1,2,3,4:- Member of the Law Society of Scotland Bidders must be a member of the following in respect of Lot 5:- Member of the Society of Messengers-at-Arms & Sheriff Officers It is a mandatory requirement for bidders to hold the above memberships."
                },
                {
                    "type": "economic",
                    "description": "ESPDS Question 4.B.1. Bidders will be required to have an annual turnover threshold value of two (2) times the value of the Framework (3.6M GBP) for the previous three (3) years. The Wheatley Group will also utilise Equifax to assist in its determination of the organisations financial status and risk. It is recommended that Bidders review their own Equifax Score in advance of submitting their Tender Submission. If, following this review, Bidders consider that the Equifax Score does not reflect their current financial status, the Bidder should attach a document to this section 4B giving a detailed explanation, together with any relevant supporting independent evidence. The Wheatley Group will review any such information as part of the evaluation of Bidders financial status. Where the Bidder is under no obligation to publish accounts and therefore does not have a Equifax or equivalent rating, they must provide their audited financial accounts for the previous 2 years as part of their Tender Submission in order that the Wheatley Group may assess these to determine the suitability of the Bidder to undertake a contract or contracts of this size. Where a consortium bid is received, the Equifax Score of each consortium member shall be assessed. Where the Bidder is a subsidiary of a group but is applying as a separate legal entity and fails to meet the minimum financial turnover requirements or minimum Equifax (or equivalent) as a company, in order to progress to stage two of the evaluation they must provide as part of their tender submission, written confirmation from an authorised signatory of the parent company, that a parent company guarantee will be provided within two weeks of request. The parent company must meet the minimum financial requirements as assessed by the Wheatley Group. Bidders(s), if requested, will also be required to provide 2 years audited accounts, or equivalent prior to the award of Framework. Where a Bidder does not pass the minimum requirements indicated, the Wheatley Group will exclude the Bidder from the competition. ESPDS Question 4.B.5/4.B.5.1 Bidders are required to hold the following levels of Insurance: Lot 1, Lot 4 & Lot 6- Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Professional Indemnity insurance to the value of at least TEN MILLION (GBP 10,000,000) POUNDS STERLING Lot 2 & 3 - Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Professional Indemnity insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Lot 5 - Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Professional Indemnity insurance to the value of at least TWO MILLION (GBP 2,000,000) POUNDS STERLING The above insurances shall be with an insurance company registered with Financial Conduct Authority (FCA) in the UK, or equivalent body for other EU member states. Should the Bidder not have the specified insurances at the time of tendering then, the Bidder must certify in their response to the ESPDS that the specified insurance will be obtained. Where a Bidder does not hold or commit to obtaining the types and levels of insurance indicated, the Wheatley Group will exclude the Bidder from the competition.",
                    "minimum": "All bidders must pass the minimum requirements as detailed in this contract notice and bidder's documentation."
                },
                {
                    "type": "technical",
                    "description": "ESPDS Question 4C.1.2 Bidders will be required to provide three (3) examples of a similar scope, size and nature, of working directly with Registered Social Landlords, Local Authority or other similar sectors within the last 3 years that demonstrate that they have the relevant experience to deliver the services required. - The value for each of the three contracts(s) carried out. - The scope of the requirements for these three contracts - The organisations that the three contracts were carried out on behalf of - Reference contacts at the three organisations - The term of contract (for each of the three Contracts) ESPDS Question 4D1.1 1st Statement Quality Management. If the bidder does not hold UKAS (or equivalent) accredited independent third party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent), then the bidder must have the following: A documented policy and procedures regarding quality management. The policy must set out responsibilities for quality management demonstrating that the bidder has and continues to implement a quality management policy that is authorised by their Chief Executive, or equivalent, and is periodically reviewed at a senior management level. The policy must be relevant to the nature and scale of the services to be undertaken and set out responsibilities for quality management throughout the organisation. ESPDS Question 4D1.1 2nd Statement Health and Safety Procedures A regularly reviewed and documented policy and procedures for Health and Safety (H&S) management, endorsed by the Chief Executive Officer, or equivalent. The policy must be relevant to the nature and scale of the services and set out responsibilities for H&S management at all levels within the organisation. The policy must be relevant to the nature and scale of your operations and set out your company's responsibilities of health and safety management and compliance with legislation. ESPDS Question 4D.2 The Bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance with BSEN 14001(or equivalent)certificate. A regularly reviewed and documented policy and procedures for Environmental Management(H&S) management, endorsed by the Chief Executive Officer, or equivalent. The policy must be relevant to the nature and scale of the services and set out responsibilities for H&S management at all levels within the organisation. The policy must be relevant to the nature and scale of your operations and set out your company's responsibilities of health and safety management and compliance with legislation. All bidders must pass the minimum requirements as detailed.",
                    "minimum": "All bidders must pass the minimum requirements as detailed in this contract notice and bidder's documentation."
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "techniques": {
            "hasFrameworkAgreement": true,
            "frameworkAgreement": {
                "maximumParticipants": 14
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        },
        "classification": {
            "id": "79100000",
            "scheme": "CPV"
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        "hasRecurrence": false,
        "amendments": [
            {
                "id": "amd-13",
                "description": "Confrimation of Total Value of Framework Good Morning, For clarification purposes the total value of the Legal & Associated Services Framework is: ANTICIPATED TOTAL PER ANNUM GBP 1,845,000 ANTICIPATED TOTAL OVER 4 YEAR TERM GBP 7,380,000 ANTICIPATED VALUE FOR EACH LOT IS CONFRIMED WITHIN APPENDIX 3 SPECIFICATION AND ALSO IN CONTRACT NOTICE FOR ANTICIPATED SPEND PER ANNUM. I hope this helps clarify. Kind Regards, Caroline"
            },
            {
                "id": "amd-7",
                "description": "ESDP Question 4D.2 Please note, we have noticed an error within Question 4D.2 in the ESPD requirements listed within the contract notice. This question relates only to environmental management, there should be no reference to health and safety. The full question should read: ESPDS Question 4D.2 The Bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance with BSEN 14001(or equivalent)certificate. A regularly reviewed and documented policy and procedures for Environmental Management, endorsed by the Chief Executive Officer, or equivalent. The policy must be relevant to the nature and scale of the services and set out responsibilities for Environmental management at all levels within the organisation."
            }
        ],
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
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    "language": "EN",
    "relatedProcesses": [
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            "id": "1",
            "relationship": [
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            "scheme": "EU-OJ",
            "identifier": "2018/S 127-289807"
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    ],
    "description": "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 ESPDS will be assessed on the basis of: Questions 2A.1 - 2D.1.1 Information Only; Questions 3A - 4C.8.2 - Pass or Fail; Question 4C.10 -Information Only Question 4D.1 - 4D2.2 - Pass or Fail (SC Ref:575535)",
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