Skip to main content

We've saved some files called cookies on your device. These cookies are:

  • essential for the site to work
  • to help improve our website by collecting and reporting information on how you use it

We would also like to save some cookies to help tailor communications.

BETA
You're viewing an updated version of this service - your feedback will help us to improve it.

Contract Notice

Farming Connect Framework: Legal Surgeries & Legal Advice on Family Succession and Joint Ventures

  • First published: 24 April 2023
  • Last modified: 24 April 2023

Contents

Summary

OCID:
ocds-kuma6s-131001
Published by:
Mentera
Authority ID:
AA0860
Publication date:
24 April 2023
Deadline date:
30 May 2023
Notice type:
Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

Menter a Busnes are seeking to procure a range of specialist agricultural solicitors to deliver Succession Surgeries and provide legal advice on family farm succession and joint ventures for the Farming Connect Programme funded by Welsh Government. Framework Contract. In line with contractual requirements and expected funding period of the project, the framework contract will be for a period of 2 years from the date on which the contract commences, with a possibility to extend for 1 year. It is the intention of the Client for the contract to commence 1 April 2023. Menter a Busnes reserves the right to trigger break clauses at every annual anniversary of the establishment of the framework agreement, allowing opportunity to terminate the agreement and conduct a replacement tendering exercise. This option will only be followed when it is deemed to be in the interests of gaining access to new innovation within the marketplace and to ensure the projects can adequately evolve to meet the changing needs of the sector. This will be structured in a way that minimises input required from existing framework participants that wish to continue participating in any new framework, while also allowing fair opportunity for all suppliers to update details of their technical capabilities. Requirements. Much of the activity undertaken will be either on a one-to-one or group advice delivery basis. It is a second advertisement, after the initial procurement process failed to attract enough suppliers. The framework will be split into four lots: 1. Delivery of legal advice at Succession Surgeries (£30,000 - £40,000) 2. Delivery of legal advice at Legal Surgeries (£7,500 - £15,000) 3. Delivery of legal advice and services to farm businesses on family succession (£30,000 - £40,000) 4. Delivery of legal advice and service to farm businesses looking to establish a joint venture (£20,000 - £35,000) Succession Surgeries Surgeries provide advice on specific issues or to raise technical skills and awareness of farmers. Menter a Busnes are seeking to procure specialist solicitors to deliver surgeries to farming businesses on succession. We are seeking specialist solicitors to deliver up to one-hour surgeries digitally or Face to Face. Under the topic of farm succession we are looking for solicitors to deliver advice on probate and estate planning, wills, partnership agreements, tenancies as well as general discussion on starting the succession process and the matters that need to be considered. The solicitor will be responsible for direct contact to arrange the surgery once the referral has been made by Menter a Busnes. Legal Surgeries Surgeries provide advice on specific issues or to raise technical skills and awareness of farmers. Menter a Busnes are seeking to procure specialist solicitors to deliver surgeries to farming businesses on legal issues regarding agricultural law. We are seeking specialist solicitors to deliver up to one-hour surgeries digitally or Face to Face. Under the topic of legal surgeries we are looking for solicitors to deliver advice on agricultural law issues such as boundary disputes, public footpaths, land leases, grazing disputes, implications of land purchases/sales, issues with sales/purchases of stock etc. The solicitor will be responsible for direct contact to arrange the surgery once the referral has been made by Menter a Busnes. Legal advice – Family succession Providing advice to farming family businesses on the development of a succession plan and acting on their instructions to implement the plan including the drafting of legal documents relating to the succession plan. A business plan to accompany the succession plan will have been produced alongside this via the Farming Connect Advisory Service (this is a separate contract but a mandatory requirement for businesses to be eligible for the legal advice). The family will have also undertaken a facilitated family meeting to ensure all family members have the

Full notice text

CONTRACT NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Menter a Busnes

Y Parc Gwyddoniaeth, Aberystwyth,

Ceredigion

SY23 3AH

UK

Einir Davies

+44 1970636565



https://www.sell2wales.gov.wales
https://www.sell2wales.gov.wales

1.2

Address from which documentation may be obtained

As in 1.1

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Farming Connect Framework: Legal Surgeries & Legal Advice on Family Succession and Joint Ventures

2.2

Description of the goods or services required

Menter a Busnes are seeking to procure a range of specialist agricultural solicitors to deliver Succession Surgeries and provide legal advice on family farm succession and joint ventures for the Farming Connect Programme funded by Welsh Government.

Framework Contract.

In line with contractual requirements and expected funding period of the project, the framework contract will be for a period of 2 years from the date on which the contract commences, with a possibility to extend for 1 year. It is the intention of the Client for the contract to commence 1 April 2023. Menter a Busnes reserves the right to trigger break clauses at every annual anniversary of the establishment of the framework agreement, allowing opportunity to terminate the agreement and conduct a replacement tendering exercise. This option will only be followed when it is deemed to be in the interests of gaining access to new innovation within the marketplace and to

ensure the projects can adequately evolve to meet the changing needs of the sector. This will be structured in a way that minimises input required from existing framework participants that wish to continue participating in any new framework, while also allowing fair opportunity for all suppliers to update details of their technical capabilities.

Requirements.

Much of the activity undertaken will be either on a one-to-one or group advice delivery basis. It is a second advertisement, after the initial procurement process failed to attract enough suppliers. The framework will be split into four lots:

1. Delivery of legal advice at Succession Surgeries (£30,000 - £40,000)

2. Delivery of legal advice at Legal Surgeries (£7,500 - £15,000)

3. Delivery of legal advice and services to farm businesses on family succession (£30,000 - £40,000)

4. Delivery of legal advice and service to farm businesses looking to establish a joint venture (£20,000 - £35,000)

Succession Surgeries

Surgeries provide advice on specific issues or to raise technical skills and awareness of farmers. Menter a Busnes are seeking to procure specialist solicitors to deliver surgeries to farming businesses on succession. We are seeking specialist solicitors to deliver up to one-hour surgeries digitally or Face to Face. Under the topic of farm succession we are looking for solicitors to deliver advice on probate and estate planning, wills, partnership agreements, tenancies as well as general discussion on starting the succession process and the matters that need to be considered. The solicitor will be responsible for direct contact to arrange the surgery once the referral has been made by Menter a Busnes.

Legal Surgeries

Surgeries provide advice on specific issues or to raise technical skills and awareness of farmers. Menter a Busnes are seeking to procure specialist solicitors to deliver surgeries to farming businesses on legal issues regarding agricultural law. We are seeking specialist solicitors to deliver up to one-hour surgeries digitally or Face to Face. Under the topic of legal surgeries we are looking for solicitors to deliver advice on agricultural law issues such as boundary disputes, public footpaths, land leases, grazing disputes, implications of land purchases/sales, issues with sales/purchases of stock etc. The solicitor will be responsible for direct contact to arrange the surgery once the referral has been made by Menter a Busnes.

Legal advice – Family succession

Providing advice to farming family businesses on the development of a

succession plan and acting on their instructions to implement the plan including the drafting of legal documents relating to the succession plan. A business plan to accompany the succession plan will have been produced alongside this via the Farming Connect Advisory Service (this is a separate contract but a mandatory requirement for businesses to be eligible for the legal advice).

The family will have also undertaken a facilitated family meeting to ensure all family members have the opportunity to contribute to the development of the succession plan (this is a separate contract but a mandatory requirement for businesses to be eligible for the legal advice).

Legal advice – Joint Ventures

Providing advice to individuals looking to establish a joint venture / collaborative farming venture and acting on their instructions to establish the venture including the drafting of legal documents in accordance with the business plan. A joint business plan for the joint venture must have been produced alongside this via the Farming Connect Advisory Service (this is a separate contract but a mandatory requirement for businesses to be eligible for the legal advice).

In the application form, suppliers should clearly state which services they are able to provide to Menter a Busnes in support of delivering the Farming Connect Programme in their response. For each of the services tendered for, tenderers will need to demonstrate a good track

record of similar work within the last three years as well as knowledge and experience of the industry in Wales, evidence of continued CPD and excellent communication skills.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=131001.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3

Notice Coding and Classification

79100000 Legal services
79111000 Legal advisory services
79140000 Legal advisory and information services
1000 WALES
1010 West Wales and The Valleys
1011 Isle of Anglesey
1012 Gwynedd
1013 Conwy and Denbighshire
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1017 Bridgend and Neath Port Talbot
1018 Swansea
1020 East Wales
1021 Monmouthshire and Newport
1022 Cardiff and Vale of Glamorgan
1023 Flintshire and Wrexham
1024 Powys

2.4

Total quantity or scope of tender

The framework will be split into four lots:

1. Delivery of legal advice at Succession Surgeries (£30,000 - £40,000)

2. Delivery of legal advice at Legal Surgeries (£7,500 - £15,000)

3. Delivery of legal advice and services to farm businesses on family succession (£30,000 - £40,000)

4. Delivery of legal advice and service to farm businesses looking to establish a joint venture (£20,000 - £35,000)

3 Conditions for Participation

3.1

Minimum standards and qualification required

In the application form, suppliers should clearly state which services they are able to provide to Menter a Busnes in support of delivering the Farming Connect Programme in their response.

For each of the services tendered for, tenderers will need to demonstrate a good track record of similar work within the last three years as well as knowledge and experience of the industry in Wales, evidence of continued CPD and excellent communication skills.

Some customers will prefer to receive services through the medium of Welsh and we will therefore look to appoint a proportion of suppliers who are able to offer a bilingual service.

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

N/a

4.3

Time Limits

Time-limit for receipt of completed tenders
    30-05-2023  Time  10:00

Estimated award date
 06-06-2023

4.5

Language or languages in which tenders or requests to participate can be drawn up

EN 

4.6

Tender Submission Postbox

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1

Additional Information

(WA Ref:131001)

The buyer considers that this contract is suitable for consortia bidding.

5.2

Additional Documentation

ITT_ Succession Surgeries and Legal Advice
Commercial Response
Technical Response

5.3

Publication date of this notice

 24-04-2023

Coding

Commodity categories

ID Title Parent category
79140000 Legal advisory and information services Legal services
79111000 Legal advisory services Legal advisory and representation services
79100000 Legal services Business services: law, marketing, consulting, recruitment, printing and security

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
1000 WALES
1010 West Wales and The Valleys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
24 April 2023
Deadline date:
30 May 2023 00:00
Notice type:
Contract Notice
Authority name:
Mentera
Publication date:
11 July 2023
Notice type:
Contract Award Notice
Authority name:
Mentera

About the buyer

Main contact:
N/a
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

docx
docx207.96 KB
This file may not be accessible.
pdf
pdf204.92 KB
This file may not be accessible.
xlsx
xlsx10.81 KB
This file may not be accessible.

Replaced documents

There are no previous versions of these documents.


0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.