{ "tag": [ "compiled" ], "id": "ocds-r6ebe6-0000512238-2017-10-10T00:00:00Z", "date": "2017-10-10T00:00:00Z", "ocid": "ocds-r6ebe6-0000512238", "initiationType": "tender", "parties": [ { "id": "org-57", "name": "Caledonia Housing Association", "identifier": { "legalName": "Caledonia Housing Association" }, "address": { "streetAddress": "5 South St. John's Place", "locality": "Perth", "region": "UKM5", "postalCode": "PH1 5SU" }, "contactPoint": { "email": "gavin.high@caledoniaha.co.uk", "telephone": "+44 8006781228", "url": "http://www.publiccontractsscotland.gov.uk" }, "roles": [ "buyer", "reviewBody" ], "details": { "classifications": [ { "id": "Body governed by public law", "scheme": "TED_CA_TYPE" }, { "id": "06", "description": "Housing and community amenities", "scheme": "COFOG" } ], "url": "http://www.caledoniaha.co.uk" } }, { "id": "org-16", "name": "Caledonia Housing Association", "identifier": { "legalName": "Caledonia Housing Association" }, "address": { "streetAddress": "5 South St. John's Place", "locality": "Perth", "region": "UKM5", "postalCode": "PH1 5SU" }, "contactPoint": { "email": "gavin.high@caledoniaha.co.uk", "telephone": "+44 8006781228", "url": "http://" }, "roles": [ "buyer" ], "details": { "url": "http://www.caledoniaha.co.uk" } } ], "buyer": { "name": "Caledonia Housing Association", "id": "org-16" }, "tender": { "id": "CAL/GH/LEGAL /001", "title": "Provision of Legal Services Framework", "description": "Legal Services Framework Agreement for a Registered Social Landlord encompassing Incorporated HA's", "status": "active", "items": [ { "id": "2", "additionalClassifications": [ { "id": "79110000", "scheme": "CPV" }, { "id": "79140000", "scheme": "CPV" } ], "deliveryLocation": { "description": "Perth" }, "deliveryAddresses": [ { "region": "UKM5" } ], "relatedLot": "2" }, { "id": "3", "additionalClassifications": [ { "id": "79110000", "scheme": "CPV" }, { "id": "79140000", "scheme": "CPV" } ], "deliveryLocation": { "description": "Perth" }, "deliveryAddresses": [ { "region": "UKM5" } ], "relatedLot": "3" }, { "id": "4", "additionalClassifications": [ { "id": "79110000", "scheme": "CPV" }, { "id": "79140000", "scheme": "CPV" } ], "deliveryLocation": { "description": "Perth" }, "deliveryAddresses": [ { "region": "UKM5" } ], "relatedLot": "4" }, { "id": "5", "additionalClassifications": [ { "id": "79110000", "scheme": "CPV" }, { "id": "79140000", "scheme": "CPV" } ], "deliveryLocation": { "description": "Perth" }, "deliveryAddresses": [ { "region": "UKM5" } ], "relatedLot": "5" }, { "id": "1", "additionalClassifications": [ { "id": "79112000", "scheme": "CPV" }, { "id": "79140000", "scheme": "CPV" } ], "deliveryLocation": { "description": "Perth" }, "deliveryAddresses": [ { "region": "UKM77" } ], "relatedLot": "1" } ], "value": { "amount": 860000, "currency": "GBP" }, "procurementMethod": "selective", "procurementMethodDetails": "Restricted procedure", "mainProcurementCategory": "services", "submissionMethod": [ "electronicSubmission" ], "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk", "tenderPeriod": { "endDate": "2017-11-07T12:00:00Z" }, "documents": [ { "id": "OCT297681", "documentType": "contractNotice", "title": "Provision of Legal Services Framework", "description": "Legal Services Framework Agreement for a Registered Social Landlord encompassing Incorporated HA's", "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT297681", "format": "text/html" }, { "id": "OCT297681-1", "title": "Caledonia HA Draft ITT for information only.", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT297681&idx=1", "datePublished": "2017-10-09T09:35:22Z", "dateModified": "2017-10-09T09:35:22Z", "format": "application/pdf" }, { "id": "OCT297681-2", "title": "Caledonia HA ESPD", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT297681&idx=2", "datePublished": "2017-10-09T09:35:22Z", "dateModified": "2017-10-09T09:35:22Z", "format": "application/pdf" }, { "id": "OCT297681-3", "title": "ESPD (Word Version)", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT297681&idx=3", "datePublished": "2017-10-12T10:28:09Z", "dateModified": "2017-10-12T10:28:09Z", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" } ], "lots": [ { "id": "2", "title": "Conveyancing and related Issues", "description": "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.. Any bidder who is not compliant with Regulation 58 of the Public Contracts (Scotland) Regulations 2015 may be excluded from participation.", "status": "active", "value": { "amount": 80000, "currency": "GBP" }, "hasOptions": false, "secondStage": { "minimumCandidates": 5 }, "selectionCriteria": { "description": "The Procurement is a two stage Restricted Procedure. All Bidders must be compliant with the minimum standard requirements of the ESPD. Further Information can be found within sections III.1.1, III.1.2 and III.1.3 of this Contract Notice. Part III. and Section B of Part IV will be scored on a pass/fail basis, and responses provided for Section C of Part IV of the ESPD (Scotland) will be scored in the following way: Excellent 5 Excellent level of relevant information with no information missing. Excellent level of confidence in the robustness of the answer to the question with no reservations. Excellent prospect of delivering on stated outcomes and adding value and efficiencies with no reservations. Overall excellent answer which gives no cause for concern. Good 4 Very good level of relevant information provided with little information missing. Very good level of confidence in the robustness of the answer to the question with few reservations. Very good chance of delivering the outputs stated and delivering efficiencies. Overall a very good response which gives little cause for concern. Satisfactory 3 Satisfactory level of relevant information provided. Reasonable level of confidence in the robustness of the answer to the question. Answer will deliver the outputs stated but some reservations. Overall a reasonable response but which raises some concerns. Poor 2 Poor information provided below level expected. Some confidence in the robustness of the answer to the question. Answer has a chance of delivering the outputs stated. Overall a poor response which raises some concerns. Unsatisfactory 1 Unsatisfactory little relevant information provided. Very little confidence in the robustness of the answer to the question. Answer has very little prospect of delivering the outputs stated. Overall an unsatisfactory response which causes significant degree of concern. Bidders responses to Section III of the contract notice have a weighting of 4C1.2:80% 4C6:20%" }, "submissionTerms": { "variantPolicy": "notAllowed" }, "contractPeriod": { "durationInDays": 1080 }, "hasRenewal": true, "renewal": { "description": "May be extended for a further one year period" } }, { "id": "3", "title": "Employment Law", "description": "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.. Any bidder who is not compliant with Regulation 58 of the Public Contracts (Scotland) Regulations 2015 may be excluded from participation.", "status": "active", "value": { "amount": 80000, "currency": "GBP" }, "hasOptions": false, "secondStage": { "minimumCandidates": 5 }, "selectionCriteria": { "description": "The Procurement is a two stage Restricted Procedure. All Bidders must be compliant with the minimum standard requirements of the ESPD. Further Information can be found within sections III.1.1, III.1.2 and III.1.3 of this Contract Notice. Part III. and Section B of Part IV will be scored on a pass/fail basis, and responses provided for Section C of Part IV of the ESPD (Scotland) will be scored in the following way: Excellent 5 Excellent level of relevant information with no information missing. Excellent level of confidence in the robustness of the answer to the question with no reservations. Excellent prospect of delivering on stated outcomes and adding value and efficiencies with no reservations. Overall excellent answer which gives no cause for concern. Good 4 Very good level of relevant information provided with little information missing. Very good level of confidence in the robustness of the answer to the question with few reservations. Very good chance of delivering the outputs stated and delivering efficiencies. Overall a very good response which gives little cause for concern. Satisfactory 3 Satisfactory level of relevant information provided. Reasonable level of confidence in the robustness of the answer to the question. Answer will deliver the outputs stated but some reservations. Overall a reasonable response but which raises some concerns. Poor 2 Poor information provided below level expected. Some confidence in the robustness of the answer to the question. Answer has a chance of delivering the outputs stated. Overall a poor response which raises some concerns. Unsatisfactory 1 Unsatisfactory little relevant information provided. Very little confidence in the robustness of the answer to the question. Answer has very little prospect of delivering the outputs stated. Overall an unsatisfactory response which causes significant degree of concern. Bidders responses to Section III of the contract notice have a weighting of 4C1.2:80% 4C6:20%" }, "submissionTerms": { "variantPolicy": "notAllowed" }, "contractPeriod": { "durationInDays": 1080 }, "hasRenewal": true, "renewal": { "description": "May be extended for a further one year period." } }, { "id": "4", "title": "Finance Management and Governance Issues", "description": "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.. Any bidder who is not compliant with Regulation 58 of the Public Contracts (Scotland) Regulations 2015 may be excluded from participation.", "status": "active", "value": { "amount": 160000, "currency": "GBP" }, "hasOptions": false, "secondStage": { "minimumCandidates": 5 }, "selectionCriteria": { "description": "The Procurement is a two stage Restricted Procedure. All Bidders must be compliant with the minimum standard requirements of the ESPD. Further Information can be found within sections III.1.1, III.1.2 and III.1.3 of this Contract Notice. Part III. and Section B of Part IV will be scored on a pass/fail basis, and responses provided for Section C of Part IV of the ESPD (Scotland) will be scored in the following way: Excellent 5 Excellent level of relevant information with no information missing. Excellent level of confidence in the robustness of the answer to the question with no reservations. Excellent prospect of delivering on stated outcomes and adding value and efficiencies with no reservations. Overall excellent answer which gives no cause for concern. Good 4 Very good level of relevant information provided with little information missing. Very good level of confidence in the robustness of the answer to the question with few reservations. Very good chance of delivering the outputs stated and delivering efficiencies. Overall a very good response which gives little cause for concern. Satisfactory 3 Satisfactory level of relevant information provided. Reasonable level of confidence in the robustness of the answer to the question. Answer will deliver the outputs stated but some reservations. Overall a reasonable response but which raises some concerns. Poor 2 Poor information provided below level expected. Some confidence in the robustness of the answer to the question. Answer has a chance of delivering the outputs stated. Overall a poor response which raises some concerns. Unsatisfactory 1 Unsatisfactory little relevant information provided. Very little confidence in the robustness of the answer to the question. Answer has very little prospect of delivering the outputs stated. Overall an unsatisfactory response which causes significant degree of concern Bidders responses to Section III of the contract notice have a weighting of 4C1.2:80% 4C6:20%" }, "submissionTerms": { "variantPolicy": "notAllowed" }, "contractPeriod": { "durationInDays": 1080 }, "hasRenewal": true, "renewal": { "description": "May be extended for a further one year period." } }, { "id": "5", "title": "Housing & Estate Management", "description": "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 Caledonia or Caledonia employees. Income recovery (inc. both current and former tenant rent arrears, recharges and any other debt owed to the Association) Court work, including raising court actions for tenancy breach and defending actions raised against Caledonia or Caledonia employees. 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). Any bidder who is not compliant with Regulation 58 of the Public Contracts (Scotland) Regulations 2015 may be excluded from participation.", "status": "active", "value": { "amount": 340000, "currency": "GBP" }, "hasOptions": false, "secondStage": { "minimumCandidates": 5 }, "selectionCriteria": { "description": "The Procurement is a two stage Restricted Procedure. All Bidders must be compliant with the minimum standard requirements of the ESPD. Bidders responses to Section III of the contract notice have a weighting of 4C1.2:80% 4C6:20% Further Information can be found within sections III.1.1, III.1.2 and III.1.3 of this Contract Notice. Part III. and Section B of Part IV will be scored on a pass/fail basis, and responses provided for Section C of Part IV of the ESPD (Scotland) will be scored in the following way: Excellent 5 Excellent level of relevant information with no information missing. Excellent level of confidence in the robustness of the answer to the question with no reservations. Excellent prospect of delivering on stated outcomes and adding value and efficiencies with no reservations. Overall excellent answer which gives no cause for concern. Good 4 Very good level of relevant information provided with little information missing. Very good level of confidence in the robustness of the answer to the question with few reservations. Very good chance of delivering the outputs stated and delivering efficiencies. Overall a very good response which gives little cause for concern. Satisfactory 3 Satisfactory level of relevant information provided. Reasonable level of confidence in the robustness of the answer to the question. Answer will deliver the outputs stated but some reservations. Overall a reasonable response but which raises some concerns. Poor 2 Poor information provided below level expected. Some confidence in the robustness of the answer to the question. Answer has a chance of delivering the outputs stated. Overall a poor response which raises some concerns. Unsatisfactory 1 Unsatisfactory little relevant information provided. Very little confidence in the robustness of the answer to the question. Answer has very little prospect of delivering the outputs stated. Overall an unsatisfactory response which causes significant degree of concern." }, "submissionTerms": { "variantPolicy": "notAllowed" }, "contractPeriod": { "durationInDays": 1080 }, "hasRenewal": true, "renewal": { "description": "May be extended for a further one year period." } }, { "id": "1", "title": "General Legal ,Contractual & Procurement", "description": "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 contractual issues.. Any bidder who is not compliant with Regulation 58 of the Public Contracts (Scotland) Regulations 2015 may be excluded from participation.", "status": "active", "value": { "amount": 200000, "currency": "GBP" }, "hasOptions": false, "secondStage": { "minimumCandidates": 5 }, "selectionCriteria": { "description": "The Procurement is a two stage Restricted Procedure. All Bidders must be compliant with the minimum standard requirements of the ESPD. Further Information can be found within sections III.1.1, III.1.2 and III.1.3 of this Contract Notice. Part III. and Section B of Part IV will be scored on a pass/fail basis, and responses provided for Section C of Part IV of the ESPD (Scotland) will be scored in the following way: Excellent 5 Excellent level of relevant information with no information missing. Excellent level of confidence in the robustness of the answer to the question with no reservations. Excellent prospect of delivering on stated outcomes and adding value and efficiencies with no reservations. Overall excellent answer which gives no cause for concern. Good 4 Very good level of relevant information provided with little information missing. Very good level of confidence in the robustness of the answer to the question with few reservations. Very good chance of delivering the outputs stated and delivering efficiencies. Overall a very good response which gives little cause for concern. Satisfactory 3 Satisfactory level of relevant information provided. Reasonable level of confidence in the robustness of the answer to the question. Answer will deliver the outputs stated but some reservations. Overall a reasonable response but which raises some concerns. Poor 2 Poor information provided below level expected. Some confidence in the robustness of the answer to the question. Answer has a chance of delivering the outputs stated. Overall a poor response which raises some concerns. Unsatisfactory 1 Unsatisfactory little relevant information provided. Very little confidence in the robustness of the answer to the question. Answer has very little prospect of delivering the outputs stated. Overall an unsatisfactory response which causes significant degree of concern. Bidders responses to Section III of the contract notice have a weighting of 4C1.2:80% 4C6:20%" }, "submissionTerms": { "variantPolicy": "notAllowed" }, "contractPeriod": { "durationInDays": 1080 }, "hasRenewal": true, "renewal": { "description": "May be extended for a further 0ne year period" } } ], "lotDetails": { "maximumLotsBidPerSupplier": 2147483647 }, "communication": { "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk" }, "contractTerms": { "hasElectronicPayment": true, "hasElectronicOrdering": true, "electronicInvoicingPolicy": "allowed", "performanceTerms": "Refer to the conditions in the draft ITT document attached to the OJEU Contract Notice" }, "coveredBy": [ "GPA" ], "otherRequirements": { "requiresStaffNamesAndQualifications": true }, "secondStage": { "invitationDate": "2017-12-01T00:00:00Z" }, "selectionCriteria": { "criteria": [ { "type": "suitability", "description": "Question 4.2 ESPD 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 4B 1.2 Bidders who wish to bid for Lot 1 only will be required to have a average yearly turnover of 100.000.00GBP per annum for the last three trading years. Bidders who wish to bid for Lot 2 only will be required to have a average yearly turnover of 40.000.00GBP per annum for the last three trading years. Bidders who wish to bid for Lot 3 only will be required to have a average yearly turnover of 40.000.00GBP per annum for the last three trading years. Bidders who wish to bid for Lot 4 only will be required to have a average yearly turnover of 80.000.00GBP per annum for the last three trading years. Bidders who wish to bid for Lot 5 only will be required to have a average yearly turnover of 170.000.00GBP per annum for the last three trading years. Bidders applying for multiple lots should accumulate the turnover value shown above for each lot ensuring their turnover meets the accumulated turnover requirement. Annual accounts will be required as evidence. QUESTION 4B 1.3 ESPD If the above information is unavailable bidders will be required to provide the date they set up or started trading. QUESTION 4B 5.1 Bidders must hold or commit to holding the types and levels of insurance indicated below ,prior to the commencement of any subsequently awarded contract. Employers(Compulsory) Liability Insurance = GBP 10 Million Pounds Public Liability Insurance = GBP 5 Million Pounds. Professional Indemnity Insurance = GBP 5 Million Pounds" }, { "type": "technical", "description": "See Below ESPD Evaluation ESPD Question 4C 1.2 =80% ESPD Question 4C 6 =20%", "minimum": "Question 4C 1.2 ESPD Bidders are required to provide four examples from the last three years for each Lot they are applying for that demonstrate they have the relevant experience to deliver the service described in II.2.4 of the OJEU Contract Notice or the appropriate section of the site notice. Question 4C 6 Individuals delivering services under the Framework must be legally qualified and hold an unrestricted certificate of practice issued by the relevant professional regulatory body (e.g. The Law Society of Scotland) unless otherwise agreed (Paralegals or Trainee Solicitors)." }, { "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, "amendments": [ { "id": "amd-18", "description": "n/a", "unstructuredChanges": [ { "oldValue": { "date": "2017-11-07T12:00:00Z" }, "newValue": { "date": "2017-11-10T12:00:00Z" }, "where": { "section": "IV.2.2", "label": "Time limit" } } ] } ] }, "language": "EN", "description": "1 The draft ITT document contains the full award criteria ratios, questions, weightings and scoring regime. 2 The Portal will close to questions seven days prior to the date for return of ESPDs and a published response provided three days prior to the submission of documents. If required the date of submission will be changed to achieve this. 3 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. 4 The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is also available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. 5 Bidders 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. 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=512238. 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: The Community Benefits offering from Bidders appointed to the Framework should encompass the following options: Apprenticeship / Internship opportunities which they could offer. Support for local projects. Only bidders who are ranked number 1 in each lot will be required to provide any of the above benefits they offer. (SC Ref:512238) Download the ESPD document here: http://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=512238", "links": [ { "rel": "canonical", "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000512238" }, { "rel": "canonical", "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000512238" } ], "noticetype": "OJEU - F14 - Corrigendum" }