Kennedy Cater : HALA Legal Services Framework

  Kennedy Cater is using Delta eSourcing to run this tender exercise

Notice Summary
Title: HALA Legal Services Framework
Notice type: Contract Notice
Authority: Kennedy Cater
Nature of contract: Supplies
Procedure: Open
Short Description: The Housing Associations’ Legal Alliance includes Advance, BME London, Hexagon, Islington & Shoreditch Housing Association, Newlon Housing Trust, Octavia Housing, Optivo, Origin Housing, Phoenix Community Housing Association, Saxon Weald, Shepherds Bush Housing Association, Wandle, Wellingborough Homes. Between them, there is a spend of approximately £1.6M per annum on external Solicitors’ Services.The Members have come together in a shared procurement exercise and wish to appoint a panel of Solicitors upon whose advisory services the individual members can call.The Members will follow The open style procedure.
Published: 16/03/2018 08:51
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UK-London: Legal services.
Section I: Contracting Authority
      I.1) Name and addresses
             Newlon Housing Trust
             4 Daneland Walk, Hale Village, London, N17 9FE, United Kingdom
             Tel. +44 2071134020, Email: halatender@kennedycater.com
             Contact: Tim Morel and Elena Secara
             Main Address: http://www.newlon.org.uk, Address of the buyer profile: http://www.newlon.org.uk
             NUTS Code: UKI
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: Yes.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via https://www.delta-esourcing.com/ to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Other type:: Registered Provider of Social Housing
      I.5) Main activity
            Housing and community amenities

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: HALA Legal Services Framework       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      79100000 - Legal services.

      II.1.3) Type of contract: SUPPLIES
      II.1.4) Short description: The Housing Associations’ Legal Alliance includes Advance, BME London, Hexagon, Islington & Shoreditch Housing Association, Newlon Housing Trust, Octavia Housing, Optivo, Origin Housing, Phoenix Community Housing Association, Saxon Weald, Shepherds Bush Housing Association, Wandle, Wellingborough Homes. Between them, there is a spend of approximately £1.6M per annum on external Solicitors’ Services.The Members have come together in a shared procurement exercise and wish to appoint a panel of Solicitors upon whose advisory services the individual members can call.The Members will follow The open style procedure.       
      II.1.5) Estimated total value:
      Value excluding VAT: 6,400,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: Yes       
      Tenders may be submitted for: All lots
      Maximum number of lots that may be awarded to one tenderer: 3
      The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Not provided

II.2) Description
II.2) Description Lot No. 1
      
      II.2.1) Title: Corporate, Governance & Finance       
      Lot No: 1       
      II.2.2) Additional CPV codes:
      79100000 - Legal services.
      
      II.2.3) Place of performance:
      UKH EAST OF ENGLAND
      UKF EAST MIDLANDS (ENGLAND)
      UKG WEST MIDLANDS (ENGLAND)
      UKJ SOUTH EAST (ENGLAND)
      UKK SOUTH WEST (ENGLAND)
      UKD NORTH WEST (ENGLAND)
      UKC NORTH EAST (ENGLAND)
      
      II.2.4) Description of procurement: •Banking and finance including the raising of bank funding, capital markets issuance and hedging arrangements
•Charging and security work
•Development draw down funding (including contracts with the HCA / GLA)
•Corporate governance
•New business opportunities
•Acquisitions and disposals
•Joint ventures and subsidiaries
•Amalgamations and restructuring
•Stock transfers
•Employment advice (including TUPE)
•Taxation advice
•Pensions
•Charity law
•Industrial and provident society law
•Constitutional reviews
•Board member powers and responsibilities
•Corporate Policies and Procedures
•Commercial contracts (including Supporting People contracts)
•Debt recovery
• Procurement law
•Commercial disputes
•Grant applications e.g. Big Lottery funding
•IT and information law including system maintenance & support agreements, defamation and the internet, and intellectual property
•Data protection
•Code of Governance
•Regulations
•Company Law
•Miscellaneous advice such as occasional advice on such matters as Financial inclusion/general advice to tenants, consumer credit licence issues, health & safety, defamation, fraud, insolvency judicial reviews and public law issues including Human Rights Act.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 1,200,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 48       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       
II.2) Description Lot No. 2
      
      II.2.1) Title: Housing & Asset Management       
      Lot No: 2       
      II.2.2) Additional CPV codes:
      79100000 - Legal services.
      
      II.2.3) Place of performance:
      UKH EAST OF ENGLAND
      UKF EAST MIDLANDS (ENGLAND)
      UKG WEST MIDLANDS (ENGLAND)
      UKJ SOUTH EAST (ENGLAND)
      UKK SOUTH WEST (ENGLAND)
      UKD NORTH WEST (ENGLAND)
      UKC NORTH EAST (ENGLAND)
      
      II.2.4) Description of procurement: •Housing litigation such as:
•Disrepair claims
•Anti-social behaviour proceedings
•Possession proceedings (all types)
•Trespassers
•Possession succession
•Evictions
•Gas servicing and other access injunctions
•Supported housing disputes
•Terminating licence agreements and obtaining possession
•Service charge disputes
•Tenancy Fraud
•Mediation
•First Tier Tribunal advice and advocacy
•Leaseholder disputes
•Deceased leaseholders where executors not meeting their obligations or where no monies in estate
•Unlawful assignments
•Enforcement / forfeiture
•Leasehold and shared ownership sub-letting
•Managing Agent issues including those arising from Tri-Partite agreements i.e. RP, Leaseholder and Managing Agent

General housing advice such as:
•Tenancy agreement advice
•Anti-social behaviour advice
•Housing benefit advice
•Service charge advice
•Estate management board advice
•Managing agents contracts and service level agreements
•Supported and sheltered housing advice
•Advice on complaints
•Dilapidations
•Dealing with lack of mental capacity
•Judicial Review
•Welfare reform updates
•Data protection
•Energy supply agreements with residents


Housing management policy advice such as:
•Drafting and advising on new forms of tenancy & licence agreement
•Rent setting advice
•Policy drafting, approval and annual health checks
•Advice on procedures - this may include drafting all or part of a procedure.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 2,000,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 48       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       
II.2) Description Lot No. 3
      
      II.2.1) Title: Property & Development       
      Lot No: 3       
      II.2.2) Additional CPV codes:
      79100000 - Legal services.
      
      II.2.3) Place of performance:
      UKH EAST OF ENGLAND
      UKF EAST MIDLANDS (ENGLAND)
      UKG WEST MIDLANDS (ENGLAND)
      UKJ SOUTH EAST (ENGLAND)
      UKK SOUTH WEST (ENGLAND)
      UKD NORTH WEST (ENGLAND)
      UKC NORTH EAST (ENGLAND)
      
      II.2.4) Description of procurement: Development
• Public private partnerships
•Site Assembly
•Options to purchase
•Acquisitions/disposals of land/buildings including new build plot sales
•Acquisitions/disposals of tenanted stock
•Stock swaps
•Statutory Agreements e.g. s.38, 278, 104
•Planning Agreements e.g. s.106 and s.111
•Development Agreements
•Development Funding (including HCA Help to Buy agreements)
•Management Agreements
•Establishing development-related management companies including joint ventures
•Construction Agreements (including collateral warranties)
•Bonds
•Parent Company Guarantees
•Contentious Construction
•Novation agreements
•Wayleaves and other utility agreements
•Building licences
•Grant agreements
•Health and safety
•Overage
•Planning advice
•Property taxation advice
•Procurement advice
•Development disputes (including litigation)
•Environmental issues
•ESCo/MUSCo leases and concession agreements
•Energy supply agreements with residents
•Consultant appointment letters
•Contract amendments
•Frameworks for consultants and contractors
•Fire safety, asbestos water and other H&S law


Commercial Property
•Property rationalisation including purchases, disposals, stock swaps, TUPE (employment issues)
•Purchases/disposals of real estate (general)
•Auction acquisitions and disposals
•Easements
•Title investigations
•Agreements for lease/licences
•Granting and taking leases
•Management Agreements
•Lease management e.g. licences to assign, licences for alterations, deeds of variation, lease extensions, rent review memoranda etc.
•Advice relating to existing leases and management agreements
•Commercial Lease renewals and surrenders
•Tenanted sales initiatives
•Tenanted transfers including overage agreements
•Dilapidations
•Adverse possession including traveller issues
•Establishing property joint ventures
•Plot sales (commercial)
•Consent issues relating to restrictions on title, including lifting of restrictive covenants
•Ground rent issues
•Property litigation
•Construction contracts (including professional services contracts)
•Serving section 25 and s26 notices and responding to the same when served
•Re-possession of premises

Residential Property
•Purchases and sales of individual residential units (freehold/ leasehold)
•New build plot sales (freehold/ leasehold)
•Easements
•Lifting of restrictive covenants
•Auctions
•Sales under Right To Buy, Right To Acquire /Social HomeBuy
•Mortgage rescue
•Independent Supported Living purchases
•Service charge issues (including sinking fund disputes)
•Leasehold enfranchisement
•Absent landlords (overseas etc.)

Shared Ownership
•Setting up shared ownership schemes including drafting lease incorporating requirements of planning agreements and attending site as required during construction phase
•Staircasing (not final and final)
•Resale/Assignment to new owner
•Easements
•Lifting of restrictive covenants
•Surrenders
•Repossessions
•New Build Plot sales
•Managing Agent issues including those arising from Tripartite Agreements i.e. RP, Leaseholder and Managing Agent.
•Lease management e.g. licences to assign, licences for alterations, deeds of variations, lease extensions.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 3,200,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 48       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       


Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:          
      Not Provided       
      III.1.2) Economic and financial standing       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
         
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description OPEN
      IV.1.1) Type of procedure: Open   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement    
         Framework agreement with several operators       
         Envisaged maximum number of participants to the framework agreement:
Not Provided           
         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: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 27/04/2018 Time: 16:00
            
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender:
         Duration in month(s): 48
      
      IV.2.7) Conditions for opening of tenders:
         Date: 27/04/2018
         Time: 16:00
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
To view this notice, please click here:
https://demo.delta-esourcing.com/delta/viewNotice.html?noticeId=47548543
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-London:-Legal-services./5947S5BCER

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/5947S5BCER
   VI.4) Procedures for review
   VI.4.1) Review body:
             Newlon Housing Trust - c/o Kennedy Cater Ltd,
       5th Floor, 1 Portsoken Street, London, E1 8BT, United Kingdom
       Tel. +44 2071134020, Email: halatender@kennedycater.com
   VI.4.2) Body responsible for mediation procedures:
Not provided
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
Not provided
   VI.5) Date Of Dispatch Of This Notice: 16/03/2018

Annex A


View any Notice Addenda

View Award Notice

UK-London: Legal services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       Newlon Housing Trust
       4 Daneland Walk, Hale Village, London, N17 9FE, United Kingdom
       Tel. +44 2071134020, Email: halatender@kennedycater.com
       Contact: Tim Morel and Elena Secara
       Main Address: http://www.newlon.org.uk, Address of the buyer profile: http://www.newlon.org.uk
       NUTS Code: UKI

   I.2) Joint procurement:
      The contract involves joint procurement: No          
      In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
      The contract is awarded by a central purchasing body: No

   I.4)Type of the contracting authority:
      Other type:: Registered Provider of Social Housing

   I.5) Main activity:
      Housing and community amenities

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: HALA Legal Services Framework            
      Reference number: Not Provided

      II.1.2) Main CPV code:
         79100000 - Legal services.


      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: The Housing Associations’ Legal Alliance includes Advance, BME London, Hexagon, Islington & Shoreditch Housing Association, Newlon Housing Trust, Octavia Housing, Optivo, Origin Housing, Phoenix Community Housing Association, Saxon Weald, Shepherds Bush Housing Association, Wandle, Wellingborough Homes. Between them, there is a spend of approximately £1.6M per annum on external Solicitors’ Services.The Members have come together in a shared procurement exercise and wish to appoint a panel of Solicitors upon whose advisory services the individual members can call.The Members will follow the open style procedure.

      II.1.6) Information about lots
         This contract is divided into lots: Yes
                        
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 6,400,000
                  
         Currency:GBP            

   II.2) Description (lot no. 1)
   

      II.2.1) Title:Corporate, Governance & Finance   
      Lot No:1

      II.2.2) Additional CPV code(s):
            79100000 - Legal services.


      II.2.3) Place of performance
      Nuts code:
      UKH - EAST OF ENGLAND
      UKF - EAST MIDLANDS (ENGLAND)
      UKG - WEST MIDLANDS (ENGLAND)
      UKJ - SOUTH EAST (ENGLAND)
      UKK - SOUTH WEST (ENGLAND)
      UKD - NORTH WEST (ENGLAND)
      UKC - NORTH EAST (ENGLAND)
   
      Main site or place of performance:
      EAST OF ENGLAND
      EAST MIDLANDS (ENGLAND)
      WEST MIDLANDS (ENGLAND)
      SOUTH EAST (ENGLAND)
      SOUTH WEST (ENGLAND)
      NORTH WEST (ENGLAND)
      NORTH EAST (ENGLAND)
             

      II.2.4) Description of the procurement: •Banking and finance including the raising of bank funding, capital markets issuance and hedging arrangements
•Charging and security work
•Development draw down funding (including contracts with the HCA / GLA)
•Corporate governance
•New business opportunities
•Acquisitions and disposals
•Joint ventures and subsidiaries
•Amalgamations and restructuring
•Stock transfers
•Employment advice (including TUPE)
•Taxation advice
•Pensions
•Charity law
•Industrial and provident society law
•Constitutional reviews
•Board member powers and responsibilities
•Corporate Policies and Procedures
•Commercial contracts (including Supporting People contracts)
•Debt recovery
• Procurement law
•Commercial disputes
•Grant applications e.g. Big Lottery funding
•IT and information law including system maintenance & support agreements, defamation and the internet, and intellectual property
•Data protection
•Code of Governance
•Regulations
•Company Law
•Miscellaneous advice such as occasional advice on such matters as Financial inclusion/general advice to tenants, consumer credit licence issues, health & safety, defamation, fraud, insolvency judicial reviews and public law issues including Human Rights Act.

      II.2.5) Award criteria:
      Quality criterion - Name: Service Delivery / Weighting: 65%
                  
      Price - Weighting: 35%
            

      II.2.11) Information about options
         Options: No
         

      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) Description (lot no. 2)
   

      II.2.1) Title:Housing & Asset Management   
      Lot No:2

      II.2.2) Additional CPV code(s):
            79100000 - Legal services.


      II.2.3) Place of performance
      Nuts code:
      UKH - EAST OF ENGLAND
      UKF - EAST MIDLANDS (ENGLAND)
      UKG - WEST MIDLANDS (ENGLAND)
      UKJ - SOUTH EAST (ENGLAND)
      UKK - SOUTH WEST (ENGLAND)
      UKD - NORTH WEST (ENGLAND)
      UKC - NORTH EAST (ENGLAND)
   
      Main site or place of performance:
      EAST OF ENGLAND
      EAST MIDLANDS (ENGLAND)
      WEST MIDLANDS (ENGLAND)
      SOUTH EAST (ENGLAND)
      SOUTH WEST (ENGLAND)
      NORTH WEST (ENGLAND)
      NORTH EAST (ENGLAND)
             

      II.2.4) Description of the procurement: •Housing litigation such as:
•Disrepair claims
•Anti-social behaviour proceedings
•Possession proceedings (all types)
•Trespassers
•Possession succession
•Evictions
•Gas servicing and other access injunctions
•Supported housing disputes
•Terminating licence agreements and obtaining possession
•Service charge disputes
•Tenancy Fraud
•Mediation
•First Tier Tribunal advice and advocacy
•Leaseholder disputes
•Deceased leaseholders where executors not meeting their obligations or where no monies in estate
•Unlawful assignments
•Enforcement / forfeiture
•Leasehold and shared ownership sub-letting
•Managing Agent issues including those arising from Tri-Partite agreements i.e. RP, Leaseholder and Managing Agent

General housing advice such as:
•Tenancy agreement advice
•Anti-social behaviour advice
•Housing benefit advice
•Service charge advice
•Estate management board advice
•Managing agents contracts and service level agreements
•Supported and sheltered housing advice
•Advice on complaints
•Dilapidations
•Dealing with lack of mental capacity
•Judicial Review
•Welfare reform updates
•Data protection
•Energy supply agreements with residents


Housing management policy advice such as:
•Drafting and advising on new forms of tenancy & licence agreement
•Rent setting advice
•Policy drafting, approval and annual health checks
•Advice on procedures - this may include drafting all or part of a procedure.

      II.2.5) Award criteria:
      Quality criterion - Name: Service Delivery / Weighting: 50%
                  
      Price - Weighting: 50%
            

      II.2.11) Information about options
         Options: No
         

      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) Description (lot no. 3)
   

      II.2.1) Title:Property & Development   
      Lot No:3

      II.2.2) Additional CPV code(s):
            79100000 - Legal services.


      II.2.3) Place of performance
      Nuts code:
      UKH - EAST OF ENGLAND
      UKF - EAST MIDLANDS (ENGLAND)
      UKG - WEST MIDLANDS (ENGLAND)
      UKJ - SOUTH EAST (ENGLAND)
      UKK - SOUTH WEST (ENGLAND)
      UKD - NORTH WEST (ENGLAND)
      UKC - NORTH EAST (ENGLAND)
   
      Main site or place of performance:
      EAST OF ENGLAND
      EAST MIDLANDS (ENGLAND)
      WEST MIDLANDS (ENGLAND)
      SOUTH EAST (ENGLAND)
      SOUTH WEST (ENGLAND)
      NORTH WEST (ENGLAND)
      NORTH EAST (ENGLAND)
             

      II.2.4) Description of the procurement: Development
• Public private partnerships
•Site Assembly
•Options to purchase
•Acquisitions/disposals of land/buildings including new build plot sales
•Acquisitions/disposals of tenanted stock
•Stock swaps
•Statutory Agreements e.g. s.38, 278, 104
•Planning Agreements e.g. s.106 and s.111
•Development Agreements
•Development Funding (including HCA Help to Buy agreements)
•Management Agreements
•Establishing development-related management companies including joint ventures
•Construction Agreements (including collateral warranties)
•Bonds
•Parent Company Guarantees
•Contentious Construction
•Novation agreements
•Wayleaves and other utility agreements
•Building licences
•Grant agreements
•Health and safety
•Overage
•Planning advice
•Property taxation advice
•Procurement advice
•Development disputes (including litigation)
•Environmental issues
•ESCo/MUSCo leases and concession agreements
•Energy supply agreements with residents
•Consultant appointment letters
•Contract amendments
•Frameworks for consultants and contractors
•Fire safety, asbestos water and other H&S law


Commercial Property
•Property rationalisation including purchases, disposals, stock swaps, TUPE (employment issues)
•Purchases/disposals of real estate (general)
•Auction acquisitions and disposals
•Easements
•Title investigations
•Agreements for lease/licences
•Granting and taking leases
•Management Agreements
•Lease management e.g. licences to assign, licences for alterations, deeds of variation, lease extensions, rent review memoranda etc.
•Advice relating to existing leases and management agreements
•Commercial Lease renewals and surrenders
•Tenanted sales initiatives
•Tenanted transfers including overage agreements
•Dilapidations
•Adverse possession including traveller issues
•Establishing property joint ventures
•Plot sales (commercial)
•Consent issues relating to restrictions on title, including lifting of restrictive covenants
•Ground rent issues
•Property litigation
•Construction contracts (including professional services contracts)
•Serving section 25 and s26 notices and responding to the same when served
•Re-possession of premises

Residential Property
•Purchases and sales of individual residential units (freehold/ leasehold)
•New build plot sales (freehold/ leasehold)
•Easements
•Lifting of restrictive covenants
•Auctions
•Sales under Right To Buy, Right To Acquire /Social HomeBuy
•Mortgage rescue
•Independent Supported Living purchases
•Service charge issues (including sinking fund disputes)
•Leasehold enfranchisement
•Absent landlords (overseas etc.)

Shared Ownership
•Setting up shared ownership schemes including drafting lease incorporating requirements of planning agreements and attending site as required during construction phase
•Staircasing (not final and final)
•Resale/Assignment to new owner
•Easements
•Lifting of restrictive covenants
•Surrenders
•Repossessions
•New Build Plot sales
•Managing Agent issues including those arising from Tripartite Agreements i.e. RP, Leaseholder and Managing Agent.
•Lease management e.g. licences to assign, licences for alterations, deeds of variations, lease extensions.

      II.2.5) Award criteria:
      Quality criterion - Name: Service Delivery / Weighting: 55%
                  
      Price - Weighting: 45%
            

      II.2.11) Information about options
         Options: No
         

      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: Open


   IV.1.3) Information about a framework agreement or a dynamic purchasing system
      The procurement involves the establishment of a framework agreement: Yes       
      

   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

   IV.2.1) Previous publication concerning this procedure
       Notice number in the OJEU: 2018/S 54-119081
      
   

   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 (No.1)

   Contract No: Not Provided    
   Lot Number: 1    
   Title: Corporate, Governance and Finance

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 09/07/2018

      V.2.2) Information about tenders
         Number of tenders received: 10
         Number of tenders received from SMEs: 0 (SME - as defined in Commission Recommendation 2003/361/EC)          
         Number of tenders received from tenderers from other EU Member States: 0          
         Number of tenders received from tenderers from non-EU Member States: 0          
         Number of tenders received by electronic means: 10

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: Yes
         
         Contractor (No.1)
             Clarke Willmott LLP
             5 St Helen's Place , London,  EC3A 6AB, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.2)
             Devonshires LLP
             30 Finsbury Circus,, London, EC2M 7DT, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.3)
             Penningtons Manches LLP
             125 Wood Street, London, EC2V 7AW, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.4)
             Trowers & Hamlins LLP
             3 Bunhill Row, London, EC1Y 8YZ, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.5)
             TLT LLP
             20 Gresham Street, London, EC2V 7JE, 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: 1,200,000          
         Total value of the contract/lot: 1,200,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         

Award Of Contract (No.2)

   Contract No: Not Provided    
   Lot Number: 2    
   Title: Housing & Asset Management

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 09/07/2018

      V.2.2) Information about tenders
         Number of tenders received: 20
         Number of tenders received from SMEs: 0 (SME - as defined in Commission Recommendation 2003/361/EC)          
         Number of tenders received from tenderers from other EU Member States: 0          
         Number of tenders received from tenderers from non-EU Member States: 0          
         Number of tenders received by electronic means: 20

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: Yes
         
         Contractor (No.1)
             Batchelors Solicitors
             Warwick House, 65-66 Queen Street, London, EC4R 1EB, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.2)
             Bevan Brittan LLP
             Fleet Place House, 2 Fleet Place, London, EC4M 7RF, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.3)
             BLM LLP
             Plantation Place, 30 Fenchurch Street, London, EC3M 3BL, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.4)
             Capsticks LLP
             1 St George's Road, London, SW19 4DR, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.5)
             Clarke Willmott LLP
             5 St Helen's Place  , London, EC3A 6AB, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.6)
             Devonshires LLP
             30 Finsbury Circus,, London, EC2M 7DT, 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: 2,000,000          
         Total value of the contract/lot: 2,000,000Lowest offer: 2,000,000 / Highest offer: 2,000,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         

Award Of Contract (No.3)

   Contract No: Not Provided    
   Lot Number: 3    
   Title: Property and Development

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 09/07/2018

      V.2.2) Information about tenders
         Number of tenders received: 17
         Number of tenders received from SMEs: 0 (SME - as defined in Commission Recommendation 2003/361/EC)          
         Number of tenders received from tenderers from other EU Member States: 0          
         Number of tenders received from tenderers from non-EU Member States: 0          
         Number of tenders received by electronic means: 17

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: Yes
         
         Contractor (No.1)
             Capsticks LLP
             1 St George's Road, London, SW19 4DR, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.2)
             Clarke Willmott LLP
             5 St Helen's Place, London, EC3A 6AB, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.3)
             Devonshires LLP
             30 Finsbury Circus, London, EC2M 7DT, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: Yes
         
         Contractor (No.4)
             Hugh James
             99 Gresham Street, London, EC2V 7NG, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.5)
             Penningtons Manches LLP
             125 Wood Street, London, EC2V 7AW, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.6)
             Prince Evans Solicitors LLP
             Craven House, 40-44 Uxbridge Road, London, W5 2BS, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: Yes
         
         Contractor (No.7)
             Trowers & Hamlins LLP
             3 Bunhill Row, London, EC1Y 8YZ, United Kingdom
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.8)
             Tozers Solicitors LLP
             Broadwalk House Southernhay, Devon, EX1 1UA, United Kingdom
             NUTS Code: UKK4
            The contractor is an SME: No
         
         Contractor (No.9)
             TLT LLP
             20 Gresham Street, London, EC2V 7JE, 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: 3,200,000          
         Total value of the contract/lot: 3,200,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         
Section VI: Complementary information

   VI.3) Additional information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=344787673

   VI.4) Procedures for review

      VI.4.1) Review body
          Newlon Housing Trust - c/o Kennedy Cater Ltd,
          3rd floor, St Clare House, 30-33 Minories, London, EC3N 1DD, United Kingdom
          Tel. +44 2071134020, Email: halatender@kennedycater.com

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: Not Provided

      VI.4.4) Service from which information about the review procedure may be obtained
         Not Provided

   VI.5) Date of dispatch of this notice: 27/09/2018