University of Exeter : Provision of Legal Services

  University of Exeter has published this notice through Delta eSourcing

Notice Summary
Title: Provision of Legal Services
Notice type: Social and Other Specific Services - Public Contracts
Authority: University of Exeter
Nature of contract: Not applicable
Procedure: ???respondToList.procedureType.PROCEDURE_INVOLVING_NEGOTIATIONS???
Short Description:
Published: 20/09/2016 12:07

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UK-Exeter: Legal services.
Preliminary Questions
   This notice is for Prior information notice: No
   This notice is for Contract notice: Yes
   This notice is for Contract award notice: No
         
Section I: Contracting Authority

I.1) Name and addresses:
       University of Exeter
       Procurement Services,, Northcote House, The Queen's Drive, Exeter, EX4 4QJ, United Kingdom
       Tel. +44 1392661000, Email: procurement@exeter.ac.uk
       Contact: www.in-tendhost.co.uk/university of exeter
       Main Address: www.exeter.ac.uk, Address of the buyer profile: www.in-tendhost.co.uk/universityofexeter
       NUTS Code: UKK
      Specifications and additional documents: As Above
I.2) Joint procurement:
   The contract involves joint procurement: No.
   The contract is awarded by a central purchasing body: No .
I.3) Communication       
   The procurement documents are available for unrestricted and full direct access, free of charge, at:              
         www.in-tendhost.co.uk/universityofexeter
   Further information can be obtained from: the above mentioned address    
   Tenders or requests to participate must be sent: electronically via -- www.in-tendhost.co.uk/universityofexeter          
         to the abovementioned address

I.4) Type of the contracting authority    
   Body governed by public law
I.5) Main activity:    
   Education

Section II: Object

II.1) Scope of the procurement
   II.1.1) Title: Provision of Legal Services          
         Reference number: UOE/2016/038          
   II.1.2) Common Procurement Vocabulary:       
      79100000 - Legal services.
   II.1.3) Type of contract: SERVICE

   II.1.4) Short description:
   This is a notice for social and specific services in accordance with Directive 2014/24/EU Article 74 for Legal Services.
The University wishes to appoint a panel of legal services providers to provide expert legal advice (‘Panel firms’) in 4 Lots.
Lot 1: Property and Estates
Lot 2: Employment and Higher Education
Lot 3: Commercial/Contractual and Intellectual Property
Lot 4: Patent Services
For Lots 1-3, the University intends to appoint two Panel firms to whom work will be allocated at the discretion of Legal Services; for Lot 4, the intention is to appoint four Panel firms, again, to whom work will be allocated at Legal Services’ discretion. For higher value work the University may seek quotations from all firms on the panel for a particular ‘Lot’ to ensure best value. It is possible for a Panel firm to be appointed to more than one Lot.          
   II.1.5) Estimated total value:       
      Value excluding VAT (give figures only) : 4,000,000 - Currency : GBP
   II.1.6) Information about lots:
      This contract is divided into lots: Yes                
      If yes, tenders should be submitted for: All lots         
      Maximum number of lots that may be awarded to one tenderer: Not Provided       
      The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Not Provided

   II.2) Lot Description - 1    
   II.2.1) Title: Property and Estates
         Lot Number: Lot 1          
   II.2.2) Additional CPV code(s):       
      79100000 - Legal services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      The Panel firms would (where necessary) be expected to familiarise themselves with the University’s property portfolio and advise on areas such as (but not limited to):
•Estate management, •TVG Issues, •Sales and purchases, •Property related disputes and claims, •Landlord and tenant , •Operational student residences issues, •Construction contracts, appointments and warranties, •Construction procurement, •Construction insolvency and disputes, •Infrastructure, •Planning matters, •Easements and wayleaves, •Funding, mortgages and security, •Procurement , •Insolvency , •State Aid, •Health & Safety, •Projects    
   II.2.6) Estimate value
      Value excluding VAT (give figures only) : 1000000.0 - currency : GBP        
   II.2.7) Duration of the contract, framework agreement                    
      Duration in months - 48    
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided

   II.2) Lot Description - 2    
   II.2.1) Title: Employment and Higher Eduction
         Lot Number: Lot 2          
   II.2.2) Additional CPV code(s):       
      79100000 - Legal services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      Areas to be covered by this lot include but are not limited to:
•Tribunal work
•Grievance and disciplinary
•TUPE
•Pay disputes
•Other employment issues
•Discrimination (employment related)
•Discrimination (student related)
•Research Misconduct
•Student complaints/disciplinary
•Fitness to Practise
•Charity law inc Trusts
•Regulatory issues (e.g. statutes)
•Defending student claims
•Course related issues
•International student issues
•Work placement/experience activity
•Open Access
•Education collaborative provision
•Health & Safety
•Pensions
•Financial
•Debt recovery
•OFT and DS Regs in relation to student accommodation
•CRA/CMA
•Immigration    
   II.2.6) Estimate value
      Value excluding VAT (give figures only) : 800000.0 - currency : GBP        
   II.2.7) Duration of the contract, framework agreement                    
      Duration in months - 48    
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided

   II.2) Lot Description - 3    
   II.2.1) Title: Commercial/Contractual and Intellectual Property
         Lot Number: Lot 3          
   II.2.2) Additional CPV code(s):       
      79100000 - Legal services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      Areas to be covered by this lot include but are not limited to:
•Joint ventures
•Spin-out company formation and management
•IP protection, management and policy
•IP licensing/assignment
•Student IP
•Partnerships
•Research related contracts
•Clinical Trials
•International contracts
•IT systems contracts
•General commercial contracts
•Projects
•Procurement (inc IT systems)
•Education collaborative provision
•Insolvency
•CRA/CMA
•State Aid    
   II.2.6) Estimate value
      Value excluding VAT (give figures only) : 1500000.0 - currency : GBP        
   II.2.7) Duration of the contract, framework agreement                    
      Duration in months - 48    
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided

   II.2) Lot Description - 4    
   II.2.1) Title: Patent Services
         Lot Number: Lot 4          
   II.2.2) Additional CPV code(s):       
      79120000 - Patent and copyright consultancy services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      If successful, the Panel firms would be expected to familiarize themselves with the University IP Policy and University Research and Impact Strategy. Bidders should include in their tenders details of how this would be undertaken, including any proposed charges for this process. Areas to be covered by this lot include but are not limited to:
•Filing and prosecution of applications for patent protection in the UK and abroad
•Freedom to operate searches and advice
•Advice related to management and enforcement of patents in the UK and abroad    
   II.2.6) Estimate value
      Value excluding VAT (give figures only) : 700000.0 - currency : GBP        
   II.2.7) Duration of the contract, framework agreement                    
      Duration in months - 48    
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided    
   
Section III: Legal, Economic, Financial And Technical Information

III.1) Conditions for participation
   III.1.4) Objective rules and criteria for participation    
      List and brief description of rules and criteria:       
         Not Provided            

III.2) Conditions related to the contract
   III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
         Not Provided    
   III.2.2) Contract performance conditions          
      Not Provided        
      
Section IV: Procedure   

IV.1) Description   
   IV.1.1) Type of procedure                       
         Procedure involving negotiations                   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system          
         The procurement involves the establishment of a framework agreement                    
         In the case of framework agreements justification for any duration exceeding 4 years:                
            Not Provided    
   IV.1.6) Information about electronic auction
         An electronic auction will be used - Not Provided          
   IV.1.8) Information about Government Procurement Agreement (GPA )
         The contract is covered by the Government Procurement Agreement (GPA) - Not Provided
IV.2) Administrative information       
   IV.2.1) Previous publication concerning this procedure    
   Notice number in OJEU: Not Provided    
   IV.2.2) Time limit for receipt of expressions of interest          
         Date - 21/10/2016 Local Time - 12:00       
   IV.2.4) Languages in which tenders or requests to participate may be submitted:       
         English               

Section VI: Complementary Information       
VI.2) Information about electronic workflows                
    Electronic ordering will be used                
    Electronic invoicing will be accepted                
    Electronic payment will be used    
VI.3) Additional Information:       
   The contract/framework value is an estimate and within the range of £1,000,000 and £4,000,000 which is cumulative over the 4 lots. The legal and patents budget per year being c. £250,000 but with the potential scope for larger projects.
This is a notice for social and specific services in accordance with Directive 2014/24/EU Article 74.
As this is a tender under the Light Touch Regime, the procurement is not being run in line with a standard procurement route. The procurement will involve shortlisted bidders to attend a presentation stage at the University's Exeter Streatham Campus.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=219425702
GO-2016920-PRO-8818968 TKR-2016920-PRO-8818967              
VI.4) Procedures For Appeal
   VI.4.1) Body responsible for appeal procedures:
       University of Exeter
       Procurement Services, Finance Services, Northcote House, The Queen's Drive, Exeter, EX44QJ, United Kingdom
       Tel. +44 1392661000, Email: procurement@exeter.ac.uk
       Internet address: http://www.exeter.ac.uk/finance/procurement/       
   VI.4.3) Review procedure
      Precise information on deadline(s) for review procedures:                
         Not Provided    

VI.5) Date Of Dispatch Of This Notice: 20/09/2016






View any Notice Addenda

UK-Exeter: Legal services.
Preliminary Questions
   This notice is for Prior information notice: No
   This notice is for Contract notice: No
   This notice is for Contract award notice: Yes
         
Section I: Contracting Authority

I.1) Name and addresses:
       University of Exeter
       Procurement Services,, Northcote House, The Queen's Drive, Exeter, EX4 4QJ, United Kingdom
       Tel. +44 1392661000, Email: procurement@exeter.ac.uk
       Contact: www.in-tendhost.co.uk/university of exeter
       Main Address: www.exeter.ac.uk, Address of the buyer profile: www.in-tendhost.co.uk/universityofexeter
       NUTS Code: UKK
      Specifications and additional documents: ANNEX A.II
      
I.2) Joint procurement:
   The contract involves joint procurement: No.
   The contract is awarded by a central purchasing body: No .

I.4) Type of the contracting authority    
   Body governed by public law
I.5) Main activity:    
   Education

Section II: Object

II.1) Scope of the procurement
   II.1.1) Title: Provision of Legal Services          
         Reference number: UOE/2016/038          
   II.1.2) Common Procurement Vocabulary:       
      79100000 - Legal services.
   II.1.3) Type of contract: SERVICE

   II.1.4) Short description:
   This is a notice for social and specific services in accordance with Directive 2014/24/EU Article 74 for Legal Services.
The University wishes to appoint a panel of legal services providers to provide expert legal advice (‘Panel firms’) in 4 Lots.
Lot 1: Property and Estates
Lot 2: Employment and Higher Education
Lot 3: Commercial/Contractual and Intellectual Property
Lot 4: Patent Services
For Lots 1-3, the University intends to appoint two Panel firms to whom work will be allocated at the discretion of Legal Services; for Lot 4, the intention is to appoint four Panel firms, again, to whom work will be allocated at Legal Services’ discretion. For higher value work the University may seek quotations from all firms on the panel for a particular ‘Lot’ to ensure best value. It is possible for a Panel firm to be appointed to more than one Lot.          
   
   II.1.6) Information about lots:
      This contract is divided into lots: Yes                             
   II.1.7) Total value of the procurement (excluding VAT)       
      Value : 4,000,000 Currency : GBP    

   II.2) Lot Description - 1    
   II.2.1) Title: Property and Estates
         Lot Number: Lot 1          
   II.2.2) Additional CPV code(s):       
      79100000 - Legal services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      The Panel firms would (where necessary) be expected to familiarise themselves with the University’s property portfolio and advise on areas such as (but not limited to):
•Estate management, •TVG Issues, •Sales and purchases, •Property related disputes and claims, •Landlord and tenant , •Operational student residences issues, •Construction contracts, appointments and warranties, •Construction procurement, •Construction insolvency and disputes, •Infrastructure, •Planning matters, •Easements and wayleaves, •Funding, mortgages and security, •Procurement , •Insolvency , •State Aid, •Health & Safety, •Projects
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided

   II.2) Lot Description - 2    
   II.2.1) Title: Employment and Higher Eduction
         Lot Number: Lot 2          
   II.2.2) Additional CPV code(s):       
      79100000 - Legal services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      Areas to be covered by this lot include but are not limited to:
•Tribunal work
•Grievance and disciplinary
•TUPE
•Pay disputes
•Other employment issues
•Discrimination (employment related)
•Discrimination (student related)
•Research Misconduct
•Student complaints/disciplinary
•Fitness to Practise
•Charity law inc Trusts
•Regulatory issues (e.g. statutes)
•Defending student claims
•Course related issues
•International student issues
•Work placement/experience activity
•Open Access
•Education collaborative provision
•Health & Safety
•Pensions
•Financial
•Debt recovery
•OFT and DS Regs in relation to student accommodation
•CRA/CMA
•Immigration
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided

   II.2) Lot Description - 3    
   II.2.1) Title: Commercial/Contractual and Intellectual Property
         Lot Number: Lot 3          
   II.2.2) Additional CPV code(s):       
      79100000 - Legal services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      Areas to be covered by this lot include but are not limited to:
•Joint ventures
•Spin-out company formation and management
•IP protection, management and policy
•IP licensing/assignment
•Student IP
•Partnerships
•Research related contracts
•Clinical Trials
•International contracts
•IT systems contracts
•General commercial contracts
•Projects
•Procurement (inc IT systems)
•Education collaborative provision
•Insolvency
•CRA/CMA
•State Aid
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided

   II.2) Lot Description - 4    
   II.2.1) Title: Patent Services
         Lot Number: Lot 4          
   II.2.2) Additional CPV code(s):       
      79120000 - Patent and copyright consultancy services.       
   II.2.3) Place of performance:       
      Region Codes:               
         UKK - SOUTH WEST (ENGLAND)
   II.2.4) Description of the procurement:       
      If successful, the Panel firms would be expected to familiarize themselves with the University IP Policy and University Research and Impact Strategy. Bidders should include in their tenders details of how this would be undertaken, including any proposed charges for this process. Areas to be covered by this lot include but are not limited to:
•Filing and prosecution of applications for patent protection in the UK and abroad
•Freedom to operate searches and advice
•Advice related to management and enforcement of patents in the UK and abroad
   II.2.13) Information about European Union funds
      The procurement is related to a project and/or programme financed by European Union funds : NO           
   II.2.14) Additional information       
      Not Provided    
      
Section IV: Procedure   

IV.1) Description   
   IV.1.1) Type of procedure                       
         Procedure involving negotiations                   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system          
         The procurement involves the establishment of a framework agreement              
   IV.1.6) Information about electronic auction
         An electronic auction will be used - Not Provided          
   IV.1.8) Information about Government Procurement Agreement (GPA )
         The contract is covered by the Government Procurement Agreement (GPA) - Not Provided
IV.2) Administrative information       
   IV.2.1) Previous publication concerning this procedure    
   Notice number in OJEU: Not Provided    
   IV.2.9) Information about termination of call for competition in the form of a prior information notice
         The contracting authority will not award any further contracts based on the above prior information notice - No

Section V: Award of Contract
   
Award of Contract : 1
   Contract No: 1       
   Lot No: 1       
   Title: Property and Estates
   A contract/lot is awarded: Yes
V.2) Award of contract:
   V.2.1) Date of conclusion of the contract: 08/12/2016    
   V.2.2) Information about tenders
      Number of tenders received: 6       
      Number of tenders received from SMEs: Not Provided (SME – as defined in Commission Recommendation 2003/361/EC)
      Number of tenders received from tenderers from other EU Member States: Not Provided       
      Number of tenders received from tenderers from non-EU Member States: Not Provided       
      Number of tenders received by electronic means: Not Provided       
      The contract has been awarded to a group of economic operators Yes
   V.2.3) Name and address of the contractor       
      Name and address of the contractor No. 1
       Veale Wasbrough Vizards
       Bristol, United Kingdom
       NUTS Code: UKK11
      The contractor is an SME : No          
      Name and address of the contractor No. 2
       Michelmores LLP
       Exeter, United Kingdom
       NUTS Code: UKK4
      The contractor is an SME : No       
   V.2.4) Information on value of the contract/lot (excluding VAT)   
      Initial estimated total value of the contract/lot: Not Provided       
      Total value of the contract/lot: 1,000,000 - Currency: GBP       
   V.2.5) Information about subcontracting       
      Not Provided
   
Award of Contract : 2
   Contract No: 2       
   Lot No: 2       
   Title: Employment and Higher Education
   A contract/lot is awarded: Yes
V.2) Award of contract:
   V.2.1) Date of conclusion of the contract: 08/12/2016    
   V.2.2) Information about tenders
      Number of tenders received: 7       
      Number of tenders received from SMEs: Not Provided (SME – as defined in Commission Recommendation 2003/361/EC)
      Number of tenders received from tenderers from other EU Member States: Not Provided       
      Number of tenders received from tenderers from non-EU Member States: Not Provided       
      Number of tenders received by electronic means: Not Provided       
      The contract has been awarded to a group of economic operators Yes
   V.2.3) Name and address of the contractor       
      Name and address of the contractor No. 1
       Veale Wasbrough Vizards
       Bristol, United Kingdom
       NUTS Code: UKK11
      The contractor is an SME : No          
      Name and address of the contractor No. 2
       Shakespeare Martineau LLP
       Birmingham, United Kingdom
       NUTS Code: UKG31
      The contractor is an SME : No       
   V.2.4) Information on value of the contract/lot (excluding VAT)   
      Initial estimated total value of the contract/lot: Not Provided       
      Total value of the contract/lot: 800,000 - Currency: GBP       
   V.2.5) Information about subcontracting       
      Not Provided
   
Award of Contract : 3
   Contract No: 3       
   Lot No: 3       
   Title: Commercial/Contractual and Intellectual Property
   A contract/lot is awarded: Yes
V.2) Award of contract:
   V.2.1) Date of conclusion of the contract: 08/12/2016    
   V.2.2) Information about tenders
      Number of tenders received: 8       
      Number of tenders received from SMEs: Not Provided (SME – as defined in Commission Recommendation 2003/361/EC)
      Number of tenders received from tenderers from other EU Member States: Not Provided       
      Number of tenders received from tenderers from non-EU Member States: Not Provided       
      Number of tenders received by electronic means: Not Provided       
      The contract has been awarded to a group of economic operators Yes
   V.2.3) Name and address of the contractor       
      Name and address of the contractor No. 1
       Veale Wasbrough Vizards
       Bristol, United Kingdom
       NUTS Code: UKK11
      The contractor is an SME : No          
      Name and address of the contractor No. 2
       Mills and Reeve LLP
       London, United Kingdom
       NUTS Code: UKI
      The contractor is an SME : No       
   V.2.4) Information on value of the contract/lot (excluding VAT)   
      Initial estimated total value of the contract/lot: Not Provided       
      Total value of the contract/lot: 1,500,000 - Currency: GBP       
   V.2.5) Information about subcontracting       
      Not Provided
   
Award of Contract : 4
   Contract No: 4       
   Lot No: 4       
   Title: Patent Services
   A contract/lot is awarded: Yes
V.2) Award of contract:
   V.2.1) Date of conclusion of the contract: 08/12/2016    
   V.2.2) Information about tenders
      Number of tenders received: 11       
      Number of tenders received from SMEs: Not Provided (SME – as defined in Commission Recommendation 2003/361/EC)
      Number of tenders received from tenderers from other EU Member States: Not Provided       
      Number of tenders received from tenderers from non-EU Member States: Not Provided       
      Number of tenders received by electronic means: Not Provided       
      The contract has been awarded to a group of economic operators Yes
   V.2.3) Name and address of the contractor       
      Name and address of the contractor No. 1
       Appleyard Lees IP LLP
       Halifax, United Kingdom
       NUTS Code: UKE4
      The contractor is an SME : No          
      Name and address of the contractor No. 2
       Marks and Clerk LLP
       London, United Kingdom
       NUTS Code: UKI
      The contractor is an SME : No          
      Name and address of the contractor No. 3
       Mathys Squire LLP
       London, United Kingdom
       NUTS Code: UKI
      The contractor is an SME : No          
      Name and address of the contractor No. 4
       Wilson Gunn
       Manchester, United Kingdom
       NUTS Code: UKD3
      The contractor is an SME : No       
   V.2.4) Information on value of the contract/lot (excluding VAT)   
      Initial estimated total value of the contract/lot: Not Provided       
      Total value of the contract/lot: 700,000 - Currency: GBP       
   V.2.5) Information about subcontracting       
      Not Provided

Section VI: Complementary Information    
VI.3) Additional Information:       
   To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=233402778
GO-201713-PRO-9349450 TKR-201713-PRO-9349449              
VI.4) Procedures For Appeal
   VI.4.1) Body responsible for appeal procedures:
       University of Exeter
       Procurement Services, Finance Services, Northcote House, The Queen's Drive, Exeter, EX44QJ, United Kingdom
       Tel. +44 1392661000, Email: procurement@exeter.ac.uk
       Internet address: http://www.exeter.ac.uk/finance/procurement/       
   VI.4.3) Review procedure
      Precise information on deadline(s) for review procedures:                
         Not Provided    

VI.5) Date Of Dispatch Of This Notice: 03/01/2017






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