Wheatley Group Legal & Associated Services Framework LEG001

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            "id": "org-17",
            "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": "Julieth Ani",
                "email": "julieth.ani@wheatley-group.com",
                "telephone": "+44 7385968883",
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                ],
                "url": "http://www.wheatley-group.com"
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        },
        {
            "id": "org-18",
            "name": "Glasgow Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "1 Calton Place",
                "locality": "Glasgow",
                "postalCode": "G5 9DA"
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            "contactPoint": {
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            "roles": [
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                "postalCode": "G1 1HL"
            },
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            }
        },
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            },
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    "buyer": {
        "name": "The Wheatley Housing Group Limited",
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    "tender": {
        "id": "LEG001",
        "title": "Wheatley Group Legal & Associated Services Framework LEG001",
        "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 & 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. Lot 1 - Commercial Contracts - including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice. Lot 2 - Legal Governance & Legal Charities - including as a minimum governance and business structures, data protection, charities advice including business structures and corporate matters and associated legal advice. Lot 3 - Legal Employment & General Civil Litigation - including as a minimum employment law, pensions advice and general civil litigation services. 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 Lot 5 - Sheriff Officer Services. Lot 6 - Property Searching & Reporting Services.",
        "status": "cancelled",
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                "relatedLot": "6"
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        "value": {
            "amount": 3400000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
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                "title": "Wheatley Group Legal & Associated Services Framework LEG001",
                "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 & 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. Lot 1 - Commercial Contracts - including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice. Lot 2 - Legal Governance & Legal Charities - including as a minimum governance and business structures, data protection, charities advice including business structures and corporate matters and associated legal advice. Lot 3 - Legal Employment & General Civil Litigation - including as a minimum employment law, pensions advice and general civil litigation services. 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 Lot 5 - Sheriff Officer Services. Lot 6 - Property Searching & Reporting Services.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN452313",
                "format": "text/html"
            },
            {
                "id": "JUN452313-1",
                "title": "Appendix 1 - LEG001 Instructions to Tenderers",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=1",
                "datePublished": "2022-06-27T08:50:09Z",
                "dateModified": "2022-06-27T08:50:09Z",
                "format": "application/pdf"
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            {
                "id": "JUN452313-2",
                "title": "Appendix 5 - Lot Details",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=2",
                "datePublished": "2022-06-27T08:50:09Z",
                "dateModified": "2022-06-27T08:50:09Z",
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            {
                "id": "JUN452313-3",
                "title": "Appendix 6 - LEG001 Terms and Conditions",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=3",
                "datePublished": "2022-06-27T08:50:09Z",
                "dateModified": "2022-06-27T08:50:09Z",
                "format": "application/pdf"
            },
            {
                "id": "JUN452313-4",
                "title": "Appendix 9 - LEG001 - WHG Community Benefits",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=4",
                "datePublished": "2022-06-27T08:50:09Z",
                "dateModified": "2022-06-27T08:50:09Z",
                "format": "application/pdf"
            },
            {
                "id": "JUN452313-5",
                "title": "Appendix 10 - LEG001 Call-off Documentation",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=5",
                "datePublished": "2022-06-27T08:50:09Z",
                "dateModified": "2022-06-27T08:50:09Z",
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            {
                "id": "JUN452313-6",
                "title": "Lot 1 - Commercial Contracts - Documents",
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                "datePublished": "2022-06-27T08:50:10Z",
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            {
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            {
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                "title": "Lot 3 - Legal Employment & General Civil Litigation - Documents",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=8",
                "datePublished": "2022-06-27T08:50:10Z",
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            {
                "id": "JUN452313-9",
                "title": "Lot 4 - Financing - Documents",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=9",
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            {
                "id": "JUN452313-10",
                "title": "Lot 5 - Sheriff Officers - Documents",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN452313&idx=10",
                "datePublished": "2022-06-27T08:50:10Z",
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            {
                "id": "JUN452313-11",
                "title": "Lot 6 - Property Searching and Reporting - Documents",
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            {
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                "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 & 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. Lot 1 - Commercial Contracts - including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice. Lot 2 - Legal Governance & Legal Charities - including as a minimum governance and business structures, data protection, charities advice including business structures and corporate matters and associated legal advice. Lot 3 - Legal Employment & General Civil Litigation - including as a minimum employment law, pensions advice and general civil litigation services. 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 Lot 5 - Sheriff Officer Services. Lot 6 - Property Searching & Reporting Services.",
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                "status": "cancelled",
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            },
            {
                "id": "2",
                "title": "Legal Governance & 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.",
                "status": "cancelled",
                "value": {
                    "amount": 95000,
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            {
                "id": "3",
                "title": "Legal Employment & General Civil Litigation",
                "description": "Lot 3 Legal Employment & General Civil Litigation to cover as a minimum: employment law, pensions and court litigation services. Employment law advice to the Group's Human Resource (HR) department both on a rolling ad hoc basis and in relation to any specific projects affecting the employment status of the employees within the Group companies, keeping our HR department up to date on relevant changes in employment law, advice on compromise agreements, employment tribunal representation where required, TUPE and advice to the in-house legal team in relation to TUPE or other employment issues that may arise in relation to individual projects or third party contracts. Pension's advice is also included. Litigation primarily in relation to Court of Session cases, including Judicial Review. Advice and support may be required with housing related litigation including Anti-Social Behaviour Orders and actions for eviction, defence of reparation actions, and actions for Reduction, Suspension and Interdict, although this type of work is generally handled in-house.",
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                "hasRenewal": true,
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            {
                "id": "4",
                "title": "Financing",
                "description": "Lot 4 providing legal services associated with the area of Financing as follows? Treasury (debt finance, listed securities, bonds); Banking and finance including the raising of new, and management of existing bank and capital markets funding; Issuance and hedging arrangements; Charging and security work; FCA and financial regulatory support; Mergers & acquisitions; Acquisitions and disposals; Joint ventures; Corporate finance; Financial services regulation; Corporate insolvency law; Constitutional issues; Corporate governance; New business opportunities; Amalgamations and restructuring; Stock transfers; Taxation advice; Co-operative & Community Benefit societies law; Grant applications e.g. Big Lottery funding.",
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                "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.The Sheriff Officers must have experience in providing a wide range of Sheriff Officer services and dealing with a high volume of work. The Sheriff Officers must employ appropriate numbers of suitably qualified staff with a sufficiently broad range of expertise to meet our requirements.",
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                "id": "6",
                "title": "Property Searching & Reporting",
                "description": "The Wheatley Group expects successful Service Providers for this Lot to provide services related 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 Ownership searches, particularly Register of Sasines Ownership plans (site assembly)",
                "status": "cancelled",
                "awardCriteria": {
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                            "description": "30"
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                "hasOptions": false,
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                "contractPeriod": {
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                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend for a further 12 months at the sole discretion of the Wheatley Group."
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            "hasElectronicOrdering": true,
            "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). The successful service provider will also monitor Key Performance Indicators (KPIs) using the provided template (Appendix 8 - KPI) Additional Services - the service providers appointed to the Framework will provide access to a number of additional added value services including Know-How, Training, initial consultation. See Section 15 of Appendix 1 - Instruction to Tenderers document for further details"
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                {
                    "type": "suitability",
                    "description": "SPD Question 4A.2 (Pass or fail) 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. This requirement does not apply to Lot 6 - Property Searching and Reporting More information - Appendix 1 - Instructions to Tenderers document (Section 14.2)"
                },
                {
                    "type": "economic",
                    "description": "SPD Question 4.B.1.1 Turnover (For information only) Bidders will be required to provide the \"general\" annual turnover for the previous three (3) years or for how long the organisation has been in operation if this is less than 3 years. SPD Question 4.B.5/4.B.5.1 - Insurance (Pass/Fail) 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 SPD that the specified insurance will be obtained. SPD Question 4.B.6/4.B.6.1 - Credit Rating (Pass/Fail) 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.",
                    "minimum": "All bidders must pass the minimum requirements as detailed in this contract notice and bidder's documentation. 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. More information - Appendix 1 Instructions to Tenderers document (Section 14)"
                },
                {
                    "type": "technical",
                    "description": "1) Applicable Scored SPD Quality questions 4C. 2)Interview/Presentation 3) Added Values 4) Community Benefits The above questions are scored and instructions can be found in section 15 of Appendix 1 - Instruction to Tenderers document. Responses to these questions should be presented in Appendix 4 - Response to SPD Quality Questions document",
                    "minimum": "All bidders must pass the minimum requirements as detailed in this contract notice and Appendix 1 - Instruction to Tenderer's document."
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "techniques": {
            "hasFrameworkAgreement": true
        },
        "classification": {
            "id": "79100000",
            "scheme": "CPV"
        },
        "hasRecurrence": false,
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "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 - 4A. Pass or Fail; Question 4B.1.1 -Information Only Applicable Questions in 4B - Pass/Fail Applicable Questions in 4C - Scored Question 4C.10 -Information Only More information in Appendix 1 Instructions to Tenderers document (from page 16) (SC Ref:698832)",
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    "awards": [
        {
            "id": "LEG001",
            "title": "Property Searching & Reporting",
            "status": "unsuccessful",
            "statusDetails": "discontinued",
            "relatedLots": [
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    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
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            "scheme": "EU-OJ",
            "identifier": "2022/S 022-191096"
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}