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PROCUREMENT OPPORTUNITY

Wheatley Group Legal & Associated Services Framework LE0003

The Wheatley Housing Group Limited · tender

Tender information last checkedLast checked 3 Oct 2026, 03:47.

Opportunity overview

The Wheatley Group intends to establish a multi-lot Framework Agreement for the provision of Legal & Associated Services to replace the current framework. This new Framework will be divided into 7 lots covering Lot 1 Commercial Contracts Lot 2 Legal Governance & Charities Lot 3 Legal Employment & General Civil Litigation Lot 4 Financing Lot 5a – Sheriff Officer Services (Central Scotland Region) Lot 5b - Sheriff Officer Services (Dumfries and Galloway Region) Lot 6 Property Searching & Reporting Services. The Framework will be for a period of 36 months with the option to extend for a further 12 months at the sole discretion of the Wheatley Group. Lot 1 – Commercial Contracts – including as a minimum procurement, construction, construction litigation, development, real estate, intellectual property, information technology and associated legal advice. Lot 2 – Legal Governance & Legal Charities – including as a minimum governance and business structures, data protection, charities advice including business structures and corporate matters and associated legal advice. Lot 3 - Legal Employment & General Civil Litigation – including as a minimum employment law, pensions advice and general civil litigation services. Lot 4 – Financing– including as a minimum capital markets and bank funding in relation to new and existing funding and relating to both Scottish and English law Lot 5a – Sheriff Officer Services (Central Scotland Region). Lot 5b – Sheriff Officer Services (Dumfries and Galloway Region). Lot 6 – Property Searching & Reporting Services.

Classification

  • CPV70331000 — Residential property services
  • CPV70332200 — Commercial property management services
  • CPV75231100 — Law-courts-related administrative services
  • CPV79100000 — Legal services
  • CPV79110000 — Legal advisory and representation services
  • CPV79111000 — Legal advisory services
  • CPV79112000 — Legal representation services
  • CPV79130000 — Legal documentation and certification services
  • CPV79140000 — Legal advisory and information services
  • CPV79940000 — Collection agency services

Lots

  • Lot 1 Commercial ContractsValue not stated
  • Lot 2 Legal Governance & Charities£95k
  • Lot 3 Legal Employment & General Civil LitigationValue not stated
  • Lot 4 FinancingValue not stated
  • Lot 5a Sheriff Officer Services - Central Scotland RegionValue not stated
  • Lot 5b Sheriff Officer Services - Dumfries and Galloway RegionValue not stated
  • Lot 6 Property Searching & ReportingValue not stated

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
LE0003
Status
active
Main Procurement Category
services
Procurement Method
open
Procurement Method Details
Open procedure
Has Recurrence
No

Legal basis

Id
32014L0024
Scheme
CELEX

Classification

Scheme
CPV
Id
79100000
Description
Legal services

Lot Details

Submission Method

electronicSubmission

Selection criteria

Criteria

Criterion 1
Type
suitability
Description
SPD Part IV. Question 4A.1: Trade Register It is a requirement of this tender that if the tenderer is UK-based, they must hold a valid registration with Companies House. Where the tenderer is UK based but not registered at Companies House, they must be able to verify to WHG’s satisfaction that they are trading from the address provided in the tender and under the company name given. Tenderers within the UK must confirm if they are registered under Companies House within this question. If the tenderer is based out-with the UK they must be enrolled in the relevant professional or trade register appropriate to their country as described in Schedule 5 of the Public Contracts (Scotland) Regulations 2015. SPD Question 4A.2 Authorisation or membership (Pass or fail) Bidders must be a member of the following in respect of Lots 1,2,3,4:- Member of the Law Society of Scotland Bidders must be a member of the following in respect of Lot 5a and Lot 5b:- Member of the Society of Messengers-at-Arms & Sheriff Officers It is a mandatory requirement for bidders to hold the above memberships. This requirement does not apply to Lot 6 - Property Searching and Reporting More information - Appendix 1 - Instructions to Tenderers document (Section 14)

Applies To

supplier
Criterion 2
Type
economic
Description
SPD Question 4.B.1 Turnover (For information only) Bidders will be required to provide the "general" annual turnover for the previous three (3) years or for how long the organisation has been in operation if this is less than 3 years. SPD Question 4.B.5 - Insurance (Pass/Fail) Bidders are required to hold the following levels of Insurance: Lot 1, Lot 4 & Lot 6- Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Professional Indemnity insurance to the value of at least TEN MILLION (GBP 10,000,000) POUNDS STERLING Lot 2 & 3 - Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Professional Indemnity insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Lot 5a and 5b - Employer's Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Public Liability insurance to the value of at least FIVE MILLION (GBP 5,000,000) POUNDS STERLING Professional Indemnity insurance to the value of at least TWO MILLION (GBP 2,000,000) POUNDS STERLING The above insurances shall be with an insurance company registered with Financial Conduct Authority (FCA) in the UK, or equivalent body for other EU member states. Should the Bidder not have the specified insurances at the time of tendering then, the Bidder must certify in their response to the SPD that the specified insurance will be obtained. SPD Question 4.B.6- Credit Rating (Pass/Fail) Tenderers should hold a current Equifax (or equivalent) credit rating score of D+ or better. It is recommended that tenderers review their own Equifax Score (or equivalent) in advance of their Tender submission. While Equifax is preferred, details of any equivalent and recognised rating system used by the bidder should be used to respond to SPD questions 4B.6 If, following this review, tenderers consider that their credit rating does not reflect their current financial status, the tenderer should attach a documentation to their tender submission, clearly referenced, giving a detailed explanation, together with any relevant supporting independent evidence. WHG will review any such information as part of the evaluation of tenderers financial status. Where the tenderer is exempt from publishing a full set of accounts on Companies House, they must provide their audited accounts for the previous 2 years as part of their Tender Submission in order that WHG may assess these to determine the suitability of the tenderer. WHG will utilise Equifax to assist in its determination of all bidders’ financial status and risk. Where a consortium bid is received, the Equifax Score of each consortium member shall be assessed. Where the tenderer is a subsidiary of a group but is applying as a separate legal entity and fails to meet the minimum financial turnover requirements or minimum Equifax (or equivalent) as a company, in order to be considered for evaluation, they must provide as part of their tender submission, written confirmation from an authorised signatory of the parent company, that a parent company guarantee will be provided within 2 weeks of request. The parent company must meet the minimum financial requirements as assessed by WHG. Suppliers must note that if an organisation is successful in the award of this Framework and its Equifax rating falls below D, then WHG reserves the right to remove the organisation from the Framework. It is the supplier’s responsibility to ensure that the information submitted to Companies House is accurate and up to date, as this is used by Equifax to generate the credit score. For the avoidance of doubt, WHG will request a report from Equifax following the closing date for the receipt of the Tenders to ensure that the most up to date information is used.
Minimum
All bidders must pass the minimum requirements as detailed in this contract notice and bidder's documentation. Where a Bidder does not hold or commit to obtaining the types and levels of insurance indicated, the Wheatley Group will exclude the Bidder from the competition. More information - Appendix 1 Instructions to Tenderers document (Section 14)

Applies To

supplier
Criterion 3
Type
technical
Description
1) Applicable Scored Quality questions. 2)Interview/Presentation 3) Added Values 4) Community Benefits The above questions are scored and instructions can be found in section 15 of Appendix 1 - ITT document. Responses to these questions should be presented in Appendix 3 - Quality Questions document
Minimum
All bidders must pass the minimum requirements as detailed in this contract notice and Appendix 1 - Invitation to Tender document.

Applies To

supplier
Criterion 4
Type
technical
Description
Bidders must be a member of the following in respect of Lots 1,2,3,4 Member of the Law Society of Scotland Bidders must be a member of the following in respect of Lot 5a & Lot 5b:- Member of the Society of Messengers-at-Arms & Sheriff Officers This requirement does not apply to Lot 6 - Property Searching and Reporting

Contract terms

Performance Terms
Following successful appointment to the Framework, Service Providers must monitor the volume of spend which has been awarded to their organisation and commit to undertaking at least one of the Community Benefits or Knowledge Transfer benefits listed in Appendix 7 - Terms and Conditions domument, for each accumulative total of GBP 50,000 spend with their organisations (i.e. GBP 150,000 total commission will see a requirement of 3 community benefits to be undertaken). The successful service provider will ensure they meet the service level agreement on the Appendix 7 - Terms and Conditions domument as a minimum and also monitor Key Performance Indicators (KPIs) using the provided template (Appendix 6 - KPIs) Additional Services – the service providers appointed to the Framework will provide access to a number of additional added value services including Know-How, Training, initial consultation. See Section Appendix 7 - Terms and Conditions domument
Has Electronic Ordering
Yes
Electronic Invoicing Policy
allowed
Has Electronic Payment
Yes

Other Requirements

Requires Staff Names And Qualifications
Yes

Techniques

Has Framework Agreement
Yes

Framework Agreement

Covered By

GPA

Tender Period

Ends
15 May 2026, 17:00

Submission terms

Languages

en

Expected award period

Starts
15 May 2026, 17:00

Bid Opening

Date
15 May 2026, 17:00

Lots and requirements

Entry 1
Id
2
Title
Lot 2 Legal Governance & Charities
Description
Lot 2 Legal Governance & Legal Charities including as a minimum governance and business structures, data protection, charities advice including legal structural business and corporate matters and associated legal advice.
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
70
Criterion 2
Type
price
Description
30

Value

Amount
95,000
Currency
GBP

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group.

Submission terms

Variant Policy
notAllowed
Entry 2
Id
3
Title
Lot 3 Legal Employment & General Civil Litigation
Description
Lot 3 Legal Employment & General Civil Litigation to cover as a minimum: employment law, pensions and court litigation services. Employment law advice to the Group’s Human Resource (HR) department both on a rolling ad hoc basis and in relation to any specific projects affecting the employment status of the employees within the Group companies, keeping our HR department up to date on relevant changes in employment law, advice on compromise agreements, employment tribunal representation where required, TUPE and advice to the in-house legal team in relation to TUPE or other employment issues that may arise in relation to individual projects or third party contracts. Pension’s advice is also included. Litigation primarily in relation to Court of Session cases, including Judicial Review. Advice and support may be required with housing related litigation including Anti-Social Behaviour Orders and actions for eviction, defence of reparation actions, and actions for Reduction, Suspension and Interdict, although this type of work is generally handled in-house.
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
70
Criterion 2
Type
price
Description
30

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend for a further 12 months at the sole discretion of the Wheatley Group.

Submission terms

Variant Policy
notAllowed
Entry 3
Id
4
Title
Lot 4 Financing
Description
Lot 4 providing legal services associated with the area of Financing as follows? Treasury (debt finance, listed securities, bonds); Banking and finance including the raising of new, and management of existing bank and capital markets funding; Issuance and hedging arrangements; Charging and security work; FCA and financial regulatory support; Mergers & acquisitions; Acquisitions and disposals; Joint ventures; Corporate finance; Financial services regulation; Corporate insolvency law; Constitutional issues; Corporate governance; New business opportunities; Amalgamations and restructuring; Stock transfers; Taxation advice; Co-operative & Community Benefit societies law; Grant applications e.g. Big Lottery funding.
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
70
Criterion 2
Type
price
Description
30

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group.

Submission terms

Variant Policy
notAllowed
Entry 4
Id
5
Title
Lot 5a Sheriff Officer Services - Central Scotland Region
Description
Sheriff Officer services which will be required to cover the Central Scotland Region in relation to this lot arise from litigation in relation to rent arrears recovery, general debt recovery for former tenant arrears, litigation to recover factoring debt, anti-social evictions and anti-social behaviour orders. The Sheriff Officers must have experience in providing a wide range of Sheriff Officer services and dealing with a high volume of work. The Sheriff Officers must employ appropriate numbers of suitably qualified staff with a sufficiently broad range of expertise to meet our requirements.
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
100
Criterion 2
Type
price
Description
0

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group.

Submission terms

Variant Policy
notAllowed
Entry 5
Id
6
Title
Lot 5b Sheriff Officer Services - Dumfries and Galloway Region
Description
Sheriff Officer services which will be required to cover the Dumfries and Galloway Region in relation to this lot arise from litigation in relation to rent arrears recovery, general debt recovery for former tenant arrears, litigation to recover factoring debt, anti-social evictions and anti-social behaviour orders. The Sheriff Officers must have experience in providing a wide range of Sheriff Officer services and dealing with a high volume of work. The Sheriff Officers must employ appropriate numbers of suitably qualified staff with a sufficiently broad range of expertise to meet our requirements.
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
100
Criterion 2
Type
price
Description
0

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group.

Submission terms

Variant Policy
notAllowed
Entry 6
Id
1
Title
Lot 1 Commercial Contracts
Description
Lot 1 Commercial Contracts covers the following areas as a minimum: procurement, construction, development, real estate, intellectual property, information technology, environmental and planning law, litigation support and associated legal advice.
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
70
Criterion 2
Type
price
Description
30

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend by a further period of 12 months at the sole discretion of the Wheatley Group

Submission terms

Variant Policy
notAllowed
Entry 7
Id
7
Title
Lot 6 Property Searching & Reporting
Description
The Wheatley Group expects successful Service Providers for this Lot to provide services related to property transactions where Wheatley Housing Group entities are the sellers of, or granters of subordinate rights in, the land, including, but not limited to: Legal Reports Plans Reports Companies/Mutual Societies searches Register of Community Interests in Land searches Property Enquiry Certificates Coal Mining Reports Extracts/copies of title deeds Ownership searches, particularly Register of Sasines Ownership plans (site assembly)
Has Renewal
Yes
Has Options
No
Status
active

Award criteria

Criteria

Criterion 1
Name
Quality
Type
quality
Description
70
Criterion 2
Type
price
Description
30

Contract period

Duration In Days
1,080

Renewal

Description
Option to extend for a further 12 months at the sole discretion of the Wheatley Group.

Submission terms

Variant Policy
notAllowed

Items and delivery

Item 1
Id
2
Related Lot
2

Additional Classifications

Entry 1
Scheme
CPV
Id
79100000
Description
Legal services
Entry 2
Scheme
CPV
Id
79110000
Description
Legal advisory and representation services
Entry 3
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 4
Scheme
CPV
Id
79112000
Description
Legal representation services
Entry 5
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services
Entry 6
Scheme
CPV
Id
79140000
Description
Legal advisory and information services
Entry 7
Scheme
CPV
Id
75231100
Description
Law-courts-related administrative services

Delivery locations

Entry 1
Region
UKM
Item 2
Id
3
Related Lot
3

Additional Classifications

Entry 1
Scheme
CPV
Id
79100000
Description
Legal services
Entry 2
Scheme
CPV
Id
79110000
Description
Legal advisory and representation services
Entry 3
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 4
Scheme
CPV
Id
79112000
Description
Legal representation services
Entry 5
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services
Entry 6
Scheme
CPV
Id
79140000
Description
Legal advisory and information services
Entry 7
Scheme
CPV
Id
75231100
Description
Law-courts-related administrative services

Delivery locations

Entry 1
Region
UKM
Item 3
Id
4
Related Lot
4

Additional Classifications

Entry 1
Scheme
CPV
Id
79100000
Description
Legal services
Entry 2
Scheme
CPV
Id
79110000
Description
Legal advisory and representation services
Entry 3
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 4
Scheme
CPV
Id
79112000
Description
Legal representation services
Entry 5
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services
Entry 6
Scheme
CPV
Id
79140000
Description
Legal advisory and information services
Entry 7
Scheme
CPV
Id
75231100
Description
Law-courts-related administrative services

Delivery locations

Entry 1
Region
UKM
Item 4
Id
5
Related Lot
5

Additional Classifications

Entry 1
Scheme
CPV
Id
79940000
Description
Collection agency services
Entry 2
Scheme
CPV
Id
79100000
Description
Legal services
Entry 3
Scheme
CPV
Id
79110000
Description
Legal advisory and representation services
Entry 4
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 5
Scheme
CPV
Id
79112000
Description
Legal representation services
Entry 6
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services

Delivery locations

Entry 1
Region
UKM
Item 5
Id
6
Related Lot
6

Additional Classifications

Entry 1
Scheme
CPV
Id
79940000
Description
Collection agency services
Entry 2
Scheme
CPV
Id
79100000
Description
Legal services
Entry 3
Scheme
CPV
Id
79110000
Description
Legal advisory and representation services
Entry 4
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 5
Scheme
CPV
Id
79112000
Description
Legal representation services
Entry 6
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services

Delivery locations

Entry 1
Region
UKM
Item 6
Id
1
Related Lot
1

Additional Classifications

Entry 1
Scheme
CPV
Id
79100000
Description
Legal services
Entry 2
Scheme
CPV
Id
79110000
Description
Legal advisory and representation services
Entry 3
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 4
Scheme
CPV
Id
79112000
Description
Legal representation services
Entry 5
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services
Entry 6
Scheme
CPV
Id
79140000
Description
Legal advisory and information services
Entry 7
Scheme
CPV
Id
75231100
Description
Law-courts-related administrative services

Delivery locations

Entry 1
Region
UKM
Item 7
Id
7
Related Lot
7

Additional Classifications

Entry 1
Scheme
CPV
Id
70331000
Description
Residential property services
Entry 2
Scheme
CPV
Id
70332200
Description
Commercial property management services
Entry 3
Scheme
CPV
Id
79100000
Description
Legal services
Entry 4
Scheme
CPV
Id
79111000
Description
Legal advisory services
Entry 5
Scheme
CPV
Id
79130000
Description
Legal documentation and certification services
Entry 6
Scheme
CPV
Id
79140000
Description
Legal advisory and information services

Delivery locations

Entry 1
Region
UKM

Buyer, suppliers and contacts

Organisation 1
Name
The Wheatley Housing Group Limited
Id
GB-FTS-3314

Identifier

Legal Name
The Wheatley Housing Group Limited

Address

Street Address
25 Cochrane Street
Locality
Glasgow
Region
UKM
Postal Code
G1 1HL
Country Name
United Kingdom

Contact

Name
Julieth Ani
Telephone
+44 7770566894

Roles

buyer
centralPurchasingBody

Details

Classifications

Entry 1
Scheme
TED_CA_TYPE
Id
BODY_PUBLIC
Description
Body governed by public law
Entry 2
Scheme
COFOG
Id
06
Description
Housing and community amenities
Organisation 2
Name
Glasgow Sheriff Court and Justice of the Peace Court
Id
GB-FTS-54210

Identifier

Legal Name
Glasgow Sheriff Court and Justice of the Peace Court

Address

Street Address
1 Calton Place
Locality
Glasgow
Postal Code
G5 9DA
Country Name
United Kingdom

Roles

reviewBody

Details

Recorded locations

  • Buyer location · Glasgow · UKM · G1 1HL · United Kingdom
  • Delivery location · UKM

Notice and amendment history

2 published notice versions reviewed by ProcuraAxis.

2 VERSIONS
  1. 015034-2026planning ·
  2. 031794-2026tender ·