Contract

Framework Agreement for the provision of Legal Services to Finance Wales

  • Finance Wales

F03: Contract award notice

Notice identifier: 2024/S 000-025605

Procurement identifier (OCID): ocds-h6vhtk-048a58

Published 13 August 2024, 12:58pm



Section one: Contracting authority

one.1) Name and addresses

Finance Wales

Finance Wales, 1 Capital Quarter, Tyndall Street

Cardiff

CF10 4BZ

Email

procurement@financewales.co.uk

Telephone

+44 2920338100

Fax

+44 2920338101

Country

United Kingdom

NUTS code

UKL - Wales

Internet address(es)

Main address

http://www.financewales.co.uk

Buyer's address

http://www.sell2wales.gov.uk/search/Search_AuthProfile.aspx?ID=AA0555

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Framework Agreement for the provision of Legal Services to Finance Wales

two.1.2) Main CPV code

  • 79100000 - Legal services

two.1.3) Type of contract

Services

two.1.4) Short description

To appoint a number of individual firms, each operating under a framework agreement to provide legal services under 18 distinct subject area packages.

two.1.6) Information about lots

This contract is divided into lots: Yes

two.2) Description

two.2.1) Title

Fund Management and Corporate Advice

Lot No

2

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Please refer to the Invitation to Tender for further detail regarding the Fund Management and Corporate Advice Lot.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 40

Cost criterion - Name: Time charge rates / Weighting: 20

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Employment Law

Lot No

3

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding the Employment Law lot can be obtained from the Invitation to Tender

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality Control & Consistency / Weighting: 10

Quality criterion - Name: Working Closely with the Client / Weighting: 20

Quality criterion - Name: Experience / Weighting: 40

Cost criterion - Name: Time charge rates / Weighting: 15

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Debt Investment and Commercial Contracts

Lot No

4

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding the Debt Investment and Commercial Contracts Lot can be obtained from the Invitation to Tender.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

There will a maximum of 5 providers for this Lot.

two.2) Description

two.2.1) Title

Equity Investment and Commercial Contracts

Lot No

5

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding the Equity Investment and Commercial Contracts Lots can be obtained from the Invitation to Tender.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality Control & Consistency / Weighting: 10

Quality criterion - Name: Working Closely with the Client / Weighting: 20

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

There will be a maximum of 5 Providers for this Lot.

two.2) Description

two.2.1) Title

Intellectual Property

Lot No

6

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Within this discipline legal advice may be required in relation to, but not restricted to

copyright

trademarks

patents

proactive advice, guidance and updates regarding new legislation and case law which may affect FWG's activities and documentation.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Property Development

Lot No

7

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding the Property Development Lot can be obtained from the Invitation to Tender.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the Client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

There will be a maximum of 5 Providers for this Lot.

two.2) Description

two.2.1) Title

Rescue & Restructuring Firms in Difficulty

Lot No

8

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Within this discipline legal advice and services may be required in relation to, but not restricted to the interpretation and practical application of the European Commission's Guidelines on State Aid for Rescuing & Restructuring Undertakings in Difficulty.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 10

Quality criterion - Name: working closely with the client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 35

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

First Legal Charge

Lot No

9

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the Client / Weighting: 10

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 35

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Second Legal Charge

Lot No

10

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 10

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 35

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Statutory Demand

Lot No

11

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & Project management / Weighting: 5

Quality criterion - Name: Quality control and consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 10

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 35

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Bankruptcy

Lot No

12

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 10

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 35

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a single provider.

two.2) Description

two.2.1) Title

Tracing

Lot No

13

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Bidders are invited to submit a fixed fee in respect of the provision of this service.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 10

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 35

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a single provider

two.2) Description

two.2.1) Title

Insolvency - North

Lot No

14

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding this lot can be obtained from the Invitation to Tender.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 10

Quality criterion - Name: Working closely with the client / Weighting: 25

Quality criterion - Name: Experience / Weighting: 40

Cost criterion - Name: Time charge rates / Weighting: 15

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider.

two.2) Description

two.2.1) Title

Insolvency - South

Lot No

15

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding the Insolvency - South Lot can be obtained from the Invitation to Tender.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & project management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 10

Quality criterion - Name: Working closely with the client / Weighting: 25

Quality criterion - Name: Experience / Weighting: 40

Cost criterion - Name: Time charge rates / Weighting: 15

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider

two.2) Description

two.2.1) Title

Fund Management and Corporate Advice - North East England

Lot No

16

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Please refer to the Invitation to Tender for further detail regarding the Fund Management & Corporate Advice - North East England

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document and Project Management / Weighting: 5

Quality criterion - Name: Quality Control & Consistency / Weighting: 15

Quality criterion - Name: Working Closely with the Client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 40

Cost criterion - Name: Time charge rates / Weighting: 20

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this lot will be to a Single Provider

two.2) Description

two.2.1) Title

Debt, Mezzanine and Equity Investments and Commercial Contracts - North East England

Lot No

17

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Please refer to the Invitation to Tender for further detail regarding the Debt, Mezzanine and Equity Investment and Commercial Contracts - North East England

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality Control & Consistency / Weighting: 10

Quality criterion - Name: Working Closely with the Client / Weighting: 20

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

There will be a maximum of 3 providers for this Lot.

two.2) Description

two.2.1) Title

Property Development North East England

Lot No

18

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Further information regarding the Property Development North East England Lot can be obtained from the Invitation to Tender.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 10

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality Control & Consistency / Weighting: 15

Quality criterion - Name: Working Closely with the Client / Weighting: 15

Quality criterion - Name: Experience / Weighting: 30

Cost criterion - Name: Time charge rates / Weighting: 25

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

There will be a maximum of 3 providers for this Lot.

two.2) Description

two.2.1) Title

Financial Conduct Authority (FCA)

Lot No

1

two.2.2) Additional CPV code(s)

  • 79100000 - Legal services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Within this discipline legal advice and services may be required in relation to, but not restricted to:

- advice on existing and new FCA permissions for FWG;

- proactive advice, guidance and updates regarding new legislation and case law which may affect FWG’s activities and documentation.

two.2.5) Award criteria

Quality criterion - Name: Client care & contract management / Weighting: 5

Quality criterion - Name: Document & Project Management / Weighting: 5

Quality criterion - Name: Quality control & consistency / Weighting: 15

Quality criterion - Name: Working closely with the client / Weighting: 20

Quality criterion - Name: Experience / Weighting: 40

Cost criterion - Name: Time charge rates / Weighting: 15

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The award for this Lot will be to a Single Provider


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Restricted procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2016/S 046-075015


Section five. Award of contract

Contract No

N/a

Lot No

1

Title

Financial Conduct Authority (FCA)

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

2

Title

Fund Management and Corporate Advice

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

3

Title

Employment Law

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

4

Title

Debt Investment and Commercial Contracts

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

5

Title

Equity Investment and Commercial Contracts

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

6

Title

Intellectual Property

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

7

Title

Property Development

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

8

Title

Rescue & Restructuring Firms in Difficulty

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

9

Title

First Legal Charge

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

10

Title

Second Legal Charge

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

11

Title

Statutory Demand

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

12

Title

Bankruptcy

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

13

Title

Tracing

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

14

Title

Insolvency - North

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

15

Title

Insolvency - South

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

16

Title

Fund Management and Corporate Advice - North East England

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

17

Title

Debt, Mezzanine and Equity Investments and Commercial Contracts - North East England

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section five. Award of contract

Contract No

N/a

Lot No

18

Title

Property Development North East England

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

Other reasons (discontinuation of procedure)


Section six. Complementary information

six.3) Additional information

This is a notice for social and specific services in accordance with Directive 2014/24/EU Article 74. The Contracting Authority shall only be bound by the application of the EU Procurement Directives to the extent that they are applicable to contracts for social and other specific services.

(WA Ref:143770)

six.4) Procedures for review

six.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

Country

United Kingdom

Internet address

http://www.financewales.co.uk