Award

Provision of Legal Services Framework

LOREBURN HOUSING ASSOCIATION

This public procurement record has 2 releases in its history.

Summary of the contracting process

Loreburn Housing Association, based in Dumfries, has initiated a procurement process for the "Provision of Legal Services Framework," targeting the housing and community amenities industry. The tender is currently in the Award stage, having been fully processed as of 7th January 2021. The procurement method used was selective via a restricted procedure, and included multiple lots related to general legal advice and sector-specific legal issues, with substantial contracts awarded, each worth several tens of thousands of GBP.

This tender represents a significant opportunity for SMEs specialising in legal services, particularly those with expertise in housing law, employment regulations, and community support initiatives. Businesses able to demonstrate compliance with specific criteria, such as average annual turnover and relevant insurance coverage, will be well-positioned to engage with the framework agreement, thereby facilitating business growth through potential contracts with a reputable public sector organisation.

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Notice Title

Provision of Legal Services Framework

Notice Description

Legal Services Framework Agreement for a Registered Social Landlord.

Lot Information

Conveyancing and Related Issues

Conveyancing work and advice in dealing with related issues. Transfer of new build housing developments to other housing providers. Sale of properties through LIFT & MMR and other relevant Scheme. Agreements relevant to disposals.. Bidders not compliant with Regulation 58 of the Public Contracts(Scotland) Regulations 2015 may be excluded from participation

Renewal: May be extended for a further one year.

Finance Management and Governance Issues

Advice relating to Governance issues, including changes in status, structure, legislation and guidance notes. Subsidiary advice on Group Structure and Company Legislation. Advice on related matters and issues, including alternative funding / finance. Production and assistance with regards to financial legal paperwork for large loans with lenders and with regards to financial legal paperwork to re-finance loans with lenders. Standard Security work.. Bidders not compliant with Regulation 58 of the Public Contracts(Scotland) Regulations 2015 may be excluded from participation

Renewal: May be extended for a further one year.

Housing & Estate Management Issues

Advice and work on related matters, including Breach of Tenancy, legal access to properties, Housing Management policies, Alternative Tenures/Models. Advice on Complaints management involving bodies such as SPSO, HOHP, PRHP etc. Court work, including raising court actions for tenancy breach and defending actions raised against Loreburn or Loreburn employees. Income recovery (inc. both current and former tenant rent arrears, recharges and any other debt owed to the Association) Anti-social behaviour (inc. ASBOs, interdicts and possession) Guidance on the legislation on the private rented sector. Pursuing court actions raised by the Association against third parties. Preparation of Leases / Management Agreements. Factoring. Delivery of notices and other legal documents Management of Sheriff Officers (As Required). Bidders not compliant with Regulation 58 of the Public Contracts(Scotland) Regulations 2015 may be excluded from participation

Renewal: May be extended for a further one year.

Employment Law

Advice re compliance of employment policies and practices, TUPE; Dispute resolution; Grievance and disciplinary issues, Pensions, and Settlement Agreements, Case law and good practice. Work relating to Employment Tribunals and Employment Appeals Tribunals. Facility to provide Employment Practice Liability Insurance (EPLI). Bidders not compliant with Regulation 58 of the Public Contracts(Scotland) Regulations 2015 may be excluded from participation

Renewal: May be extended for a further one year.

General Legal, Contractual & Procurement Issues

The provision of general legal advice relating to services provided by Registered Social Landlords but not covered within the specialist lots. Work and advice related to procurement and contract issues. Bidders not compliant with Regulation 58 of the Public Contracts(Scotland) Regulations 2015 may be excluded from participation

Renewal: May be extended for a further one year period.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000558094
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN403568
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
PCS Notice - Website Contract Award Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
Not specified
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

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


CPV Codes

79110000 - Legal advisory and representation services

79112000 - Legal representation services

79140000 - Legal advisory and information services

Notice Value(s)

Tender Value
£240,000 £100K-£500K
Lots Value
£244,000 £100K-£500K
Awards Value
Not specified
Contracts Value
£180,000 £100K-£500K

Notice Dates

Publication Date
7 Jan 20215 years ago
Submission Deadline
9 Nov 2018Expired
Future Notice Date
Not specified
Award Date
28 Mar 20196 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
LOREBURN HOUSING ASSOCIATION
Contact Name
Not specified
Contact Email
garya@loreburn.org.uk, murronb@loreburn.org.uk
Contact Phone
+44 1387321300

Buyer Location

Locality
DUMFRIES
Postcode
DG1 1NN
Post Town
Dumfries and Galloway
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM9 Southern Scotland
Small Region (ITL 3)
TLM92 Dumfries and Galloway
Delivery Location
TLM92 Dumfries and Galloway

Local Authority
Dumfries and Galloway
Electoral Ward
Lochar
Westminster Constituency
Dumfries and Galloway

Supplier Information

Number of Suppliers
2
Supplier Names

BTO SOLICITORS

TC YOUNG SOLICITORS

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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                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "May be extended for a further one year period."
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            }
        ],
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        "communication": {
            "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
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        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "Refer to the conditions in the draft ITT document."
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "secondStage": {
            "invitationDate": "2018-12-07T00:00:00Z"
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "In response to question 4A.2 of the ESPD attached Bidders are required to be regulated and/or authorised (as appropriate) to practice law by the relevant professional regulatory body or bodies in the jurisdiction(s) in which they practice."
                },
                {
                    "type": "economic",
                    "description": "Question Reference 4B.1.2: Bidders bidding only for Lot 1 will require to have an average yearly turnover of 26,000.00 GBP for the last 3 years. Bidders bidding only for Lot 2 will require to have an average yearly turnover of 20,000.00 GBP in the last 3 years. Bidders bidding only for Lot 3 will require to have an average yearly turnover of 16,000.00 GBP in the last 3 year. Bidders bidding only for Lot 4 will require to have an average yearly turnover of 10,000.00 GBP in the last 3 years. bidding only for Lot 5 will require to have an average yearly turnover of 48,000.00 GBP in the last 3 years. Bidders applying for multiple lots should accumulate the turnover shown above for each lot ensuring their turnover meets the accumulated turnover requirement. As evidence for this annual accounts will be requested from the bidder. Question Reference 4B.1.3: Where turnover information is not available for the period requested, the bidder will be required to state the date which they were setup or started trading. Question Reference 4B.5.1: Bidders must hold, or can commit to obtain prior to the commencement of any subsequently awarded contract, the types and levels of insurance indicated below: Employers (Compulsory)Liability Insurance - 10m GBP Public Liability Insurance - 5m GBP Professional Indemnity Insurance - 5m GBP"
                },
                {
                    "type": "technical",
                    "description": "See Below: ESPD Evaluation ESPD Question 4C1.2=80% ESPD Question 4C6=10% ESPD Question 4C6.1=10%",
                    "minimum": "Question 4C.1.2 Bidders are required to provide 4 examples from the last three years that demonstrate that they have the relevant experience to deliver the service as described in section 11.2.4 of this notice and the draft Invitation to Tender document which is attached for each Lot they are applying for. Question 4C.6 Unless otherwise agreed (e.g. in the case of proposed paralegal or trainee solicitors) individuals delivering services under the framework must be legally qualified and must hold an unrestricted practicing certificate issued by the relevant professional regulatory body (e.g. the Law Society of Scotland). Question 4C.6.1 Information provided in your response should be relevant to the Lot(s) you are bidding for."
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 120
            }
        },
        "techniques": {
            "hasFrameworkAgreement": true,
            "frameworkAgreement": {
                "maximumParticipants": 10
            }
        },
        "classification": {
            "id": "79110000",
            "scheme": "CPV"
        },
        "hasRecurrence": false
    },
    "language": "EN",
    "description": "The draft ITT document contains the full award criteria ratios, questions, weightings and scoring regime. The Portal will close to questions seven days prior to the date for return of ESPDs. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=496737. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361 A summary of the expected community benefits has been provided as follows: - Apprenticeships; - Support to community bodies; - Support for local projects. Only Bidders ranked number 1 in each Lot will be required to provide any Community Benefits offered. Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361 A summary of the expected community benefits has been provided as follows: A summary of the expected community benefits has been provided as follows: - Apprenticeships; - Support to community bodies; - Support for local projects. Only Bidders ranked number 1 in each Lot will be required to provide any Community Benefits offered. (SC Ref:640532)",
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        },
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    ],
    "noticetype": "PCS Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "LOR/GA/LEGAL/001-1",
            "title": "General Legal, Contractual & Procurement Issues",
            "suppliers": [
                {
                    "id": "org-445",
                    "name": "bto solicitors"
                }
            ],
            "relatedLots": [
                "1"
            ]
        },
        {
            "id": "LOR/GA/LEGAL/001-2",
            "title": "Conveyancing and Related Issues",
            "suppliers": [
                {
                    "id": "org-445",
                    "name": "bto solicitors"
                }
            ],
            "relatedLots": [
                "2"
            ]
        },
        {
            "id": "LOR/GA/LEGAL/001-3",
            "title": "Employment Law",
            "suppliers": [
                {
                    "id": "org-445",
                    "name": "bto solicitors"
                }
            ],
            "relatedLots": [
                "3"
            ]
        },
        {
            "id": "LOR/GA/LEGAL/001-4",
            "title": "Finance Management and Governance Issues",
            "suppliers": [
                {
                    "id": "org-446",
                    "name": "TC Young Solicitors"
                }
            ],
            "relatedLots": [
                "4"
            ]
        },
        {
            "id": "LOR/GA/LEGAL/001-5",
            "title": "Housing & Estate Management Issues",
            "suppliers": [
                {
                    "id": "org-446",
                    "name": "TC Young Solicitors"
                }
            ],
            "relatedLots": [
                "5"
            ]
        }
    ],
    "contracts": [
        {
            "id": "LOR/GA/LEGAL/001-1",
            "awardID": "LOR/GA/LEGAL/001-1",
            "title": "General Legal, Contractual & Procurement Issues",
            "status": "active",
            "value": {
                "amount": 105000,
                "currency": "GBP"
            },
            "dateSigned": "2019-03-28T00:00:00Z"
        },
        {
            "id": "LOR/GA/LEGAL/001-2",
            "awardID": "LOR/GA/LEGAL/001-2",
            "title": "Conveyancing and Related Issues",
            "status": "active",
            "value": {
                "amount": 105000,
                "currency": "GBP"
            },
            "dateSigned": "2019-03-28T00:00:00Z"
        },
        {
            "id": "LOR/GA/LEGAL/001-3",
            "awardID": "LOR/GA/LEGAL/001-3",
            "title": "Employment Law",
            "status": "active",
            "value": {
                "amount": 105000,
                "currency": "GBP"
            },
            "dateSigned": "2019-03-28T00:00:00Z"
        },
        {
            "id": "LOR/GA/LEGAL/001-4",
            "awardID": "LOR/GA/LEGAL/001-4",
            "title": "Finance Management and Governance Issues",
            "status": "active",
            "value": {
                "amount": 75000,
                "currency": "GBP"
            },
            "dateSigned": "2019-03-28T00:00:00Z"
        },
        {
            "id": "LOR/GA/LEGAL/001-5",
            "awardID": "LOR/GA/LEGAL/001-5",
            "title": "Housing & Estate Management Issues",
            "status": "active",
            "value": {
                "amount": 75000,
                "currency": "GBP"
            },
            "dateSigned": "2019-03-28T00:00:00Z"
        }
    ],
    "bids": {
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                "relatedLot": "1"
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            {
                "id": "1269",
                "measure": "smeBids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "1270",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "1271",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "1272",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "1273",
                "measure": "bids",
                "value": 3,
                "relatedLot": "2"
            },
            {
                "id": "1274",
                "measure": "smeBids",
                "value": 3,
                "relatedLot": "2"
            },
            {
                "id": "1275",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "2"
            },
            {
                "id": "1276",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "2"
            },
            {
                "id": "1277",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "2"
            },
            {
                "id": "1278",
                "measure": "bids",
                "value": 3,
                "relatedLot": "3"
            },
            {
                "id": "1279",
                "measure": "smeBids",
                "value": 3,
                "relatedLot": "3"
            },
            {
                "id": "1280",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "3"
            },
            {
                "id": "1281",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "3"
            },
            {
                "id": "1282",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "3"
            },
            {
                "id": "1283",
                "measure": "bids",
                "value": 3,
                "relatedLot": "4"
            },
            {
                "id": "1284",
                "measure": "smeBids",
                "value": 3,
                "relatedLot": "4"
            },
            {
                "id": "1285",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "4"
            },
            {
                "id": "1286",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "4"
            },
            {
                "id": "1287",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "4"
            },
            {
                "id": "1288",
                "measure": "bids",
                "value": 2,
                "relatedLot": "5"
            },
            {
                "id": "1289",
                "measure": "smeBids",
                "value": 2,
                "relatedLot": "5"
            },
            {
                "id": "1290",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "5"
            },
            {
                "id": "1291",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "5"
            },
            {
                "id": "1292",
                "measure": "electronicBids",
                "value": 2,
                "relatedLot": "5"
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    }
}