Award

Loreburn Housing Association Legal Support Services

LOREBURN HOUSING ASSOCIATION

This public procurement record has 2 releases in its history.

Summary of the contracting process

Loreburn Housing Association, headquartered in Dumfries, is seeking qualified legal service providers to support their operations and those of their subsidiary, Dumfries and Galloway Homes Ltd. The procurement process, conducted via an open procedure, is currently at the award stage. The procurement aims to secure legal services across various specialisms, including property management, civil litigation, corporate governance, employment law, contracts/procurement, and banking/finance. The initially awarded contracts began on 4 September 2024, following the closure of the tender process on 10 July 2024. Each lot covers services in the Housing and Community Amenities category and is based in Dumfries, with an option for a 2-year renewal following the initial 3-year contract period.

This procurement provides significant opportunities for legal firms, especially those focusing on housing associations and community-related legal services. Larger legal firms, SMEs, and solicitors experienced in property, civil litigation, corporate law, employment law, and finance are well-suited to compete for these contracts. The scope of work involves high-value services, ongoing advisory roles, and the potential extension, presenting a strategic opportunity for firms to establish or strengthen their footprint in the public sector. Additionally, the structured selection criteria, focusing on legal qualifications, experience in Scots Law, and financial stability, ensure that participating businesses meet high professional standards, making it an excellent opportunity for proficient legal service providers to expand their client base and enhance their market position.

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Notice Title

Loreburn Housing Association Legal Support Services

Notice Description

The purpose is to establish the provision of legal services to Loreburn Housing Association and its subsidiary Dumfries and Galloway Homes Ltd across various specialisms, which the Association and its subsidiary will draw upon as required by suitably qualified and experienced legal service providers. The contract is for an initial 3-year period, with the option of extending for up to 2 years after that

Lot Information

Civil Litigation

Civil litigation legal services, including but not restricted to, housing management and estate services, rent arrears, recovering possession of properties, general dispute resolution (such as contract disputes or debt recovery), First-tier Tribunal applications, quarterly topic-specific training and seminars, and antisocial behaviour. 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.

Renewal: The Association will consider extending the contract by up to two years, if delivery of the agreed contract meets with the required standard.

Corporate Defence, Claims, and Governance

Corporate claims legal services, including but not restricted to, claims against the association (such as personal injury or public liability claims, claims for discrimination, notifiable events, and general insurance claims), quarterly topic-specific training and seminars, and Governance matters.. 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.

Renewal: The Association will consider extending the contract for up to two years, if delivery of the agreed contract meets with the required standard.

Employment Law

Employment Law legal services, including but not restricted to, contractual matters, legislative and case law update service, staff handbooks, redundancy advice, disputes with employees, team and staff re-structuring, quarterly topic-specific training and seminars, and connected legal work. 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.

Renewal: The Association will consider extending the contract for up to two years, if delivery of the agreed contract meets with the required standard.

Contracts/Procurement

Contract and procurement legal services, including but not restricted to, preparing/reviewing contracts, quarterly topic-specific training and seminars, and general procurement 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.

Renewal: The Association will consider extending the contract for up to two years, if delivery of the agreed contract meets with the required standard

Banking and Finance

Banking and Finance legal service, including but not limited to advice on loan agreements, commercial funding arrangements, quarterly topic-specific training and seminars, and treasury related queries.. 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.

Renewal: Extensions of one year, and another year after this, will be considered if delivery of the agreed contract meets with the required standard.

Property/Real Estate generally, Property Investment and Regeneration, Shared Equity, and Factoring and Property Management

Property/Real Estate generally, Property Investment and Regeneration, Shared Equity, Conveyancing and Lease work (e.g., new leases and termination of leases), Property Disputes, Contractual Agreements for Title Transfer, Advice on Structuring Property Transfers, quarterly topic-specific training and seminars, and Factoring and Property Management.. 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.

Renewal: The Association will consider extending the initial term by up to two years, if delivery of the agreed contract meets with the required standard.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000768795
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP513574
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
PCS Notice - Website Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open 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

79100000 - Legal services

Notice Value(s)

Tender Value
£400,000 £100K-£500K
Lots Value
£402,000 £100K-£500K
Awards Value
Not specified
Contracts Value
£20,000 Under £100K

Notice Dates

Publication Date
4 Sep 20241 years ago
Submission Deadline
10 Jul 2024Expired
Future Notice Date
Not specified
Award Date
4 Sep 20241 years ago
Contract Period
Not specified - Not specified
Recurrence
Estimated timing for further notices to be published: PIN notice estimated to be published January 2029 Contract Notice to be published June 2029

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
Murron Bissett
Contact Email
murronb@loreburn.org.uk
Contact Phone
+44 1387321330

Buyer Location

Locality
DUMFRIES
Postcode
DG1 2JB
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
Nith
Westminster Constituency
Dumfries and Galloway

Supplier Information

Number of Suppliers
2
Supplier Names

BTO SOLICITORS

TC YOUNG SOLICITORS

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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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                    "description": "The Bidder response to these questions for Economic and Financial Standing will be evaluated as follows: - Pass = response is compliant with the minimum requirement stated in the Contract Notice, section III.1.2) Economic and financial standing. - Fail = response is not compliant with the minimum requirement stated in the Contract Notice, section III.1.2) Economic and financial standing. In relation to SPD questions 4B.1.1, 4B.3, 4B.4, and 4B.5.1a, the minimum standards required are: - Bidders will be required to have at least an average yearly turnover of 800,000 GBP over the past 3 years. - Where turnover information is not available for the time period requested, the bidder will be required to state the date which they were set up or started trading. - Bidders will be required to state the value(s) for the following financial ratio(s): -Current Ratio -Acid Test Ratio -Debt-Equity Ratio -The acceptable range for each financial ratio is: -Current Ratio >1.1:1 -Acid Test Ratio >0.9:1 -Debt-Equity Ratio <40% -The ratio will be calculated as follows: -Current Ratio - Current Assets/Current Liabilities -Acid Test Ration - Current Assets-Work in Progress / Current Liabilities -Debt-Equity Ratio - Long term + short term loans / business net worth -It is a requirement of this contract that bidders hold, or can commit to obtain prior to the commencement of any subsequently awarded contract, the types and levels of insurance indicated below: -Employer's (Compulsory) Liability Insurance = 10,000,000 GBP -Public Liability Insurance = 5,000,000 GBP -Professional Indemnity Insurance = 5,000,000 GBP"
                },
                {
                    "type": "technical",
                    "description": "Tenderers to fully answer question 4C.1. In respect of SPD questions 4C.1, 4C.6, 4C.8.1, 4C.8.2, and 4C.10, the minimum level(s) of standards required are: a. Bidders must provide examples that demonstrate that they have the relevant experience to deliver the services/supplies as described in section II.2, and all of the lots therein, of the Contract Notice. b. Bidders are required to be fully trained, competent and experienced in the field of Scots Law. The minimum requirements are that for all trainees and above that they all possess a LLB degree and Diploma in Legal Practice, and all qualified staff to meet requirements for CPD set by the Law Society of Scotland c. Bidders will be required to confirm their average annual manpower for the last three years. d. Bidders will be required to confirm the number of managerial staff for the last three years. e. Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract."
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 180
            }
        },
        "classification": {
            "id": "79100000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "Estimated timing for further notices to be published: PIN notice estimated to be published January 2029 Contract Notice to be published June 2029"
        }
    },
    "language": "EN",
    "description": "Question scoring methodology for Selection Criteria: pass/fail Award Criteria questions can be found in the ITT together with the weightings. Award scoring methodology will be the following: 0 - Unacceptable. Nil or inadequate response. Fails to demonstrate an ability to meet the requirement. 1 - Poor. Response is partially relevant but generally poor. The response addresses some elements of the requirement but contains insufficient/limited detail or explanation to demonstrate how the requirement will be fulfilled. 2- Acceptable. Response is relevant and acceptable. The response addresses a broad understanding of the requirement but may lack details on how the requirement will be fulfilled in certain areas. 3 - Good. Response is relevant and good. The response is sufficiently detailed to demonstrate a good understanding and provides details on how the requirements will be fulfilled. 4 - Very Good - Response is largely relevant and very good. The response demonstrates a very good understanding of the requirements and provides adequate details on how the requirements will be fulfilled. 5 - Excellent. Response is completely relevant and excellent overall. The response is comprehensive, unambiguous and demonstrates a thorough understanding of the requirement and provides details of how the requirement will be met in full. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at: https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=538514. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at: https://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. The Association does not intend to include a sub-contract clause in this contract. (SC Ref:777177)",
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