National Grid Client Guide (March 2022)

MARCH 2022 National Grid Client Guide



Contents Our Relationship Pages 1 -2 Working with Geldards Pages 3-4 Our Team Pages 5-6 Our Expertise Pages 7-8 Working Together Pages 9 -10 Collaborative Partnership Protocol Pages 11-12 Monthly Performance Reports Pages 13-18 What Others Say Pages 19-20 Our Helpline Service Pages 21-22 Added Value Pages 23-28 Transaction Stages Pages 29-30 Legal Glossary Pages 31-32 >

OurRelationship Geldards has a long history of acting We are proud toprovide for companies within the utilities outstanding levels of clientand sector throughout the UK. customer care combined withspeed of turnaround ona day today basis Our relationship with WPD dates back over 25 at highly competitiverates without years during which time we’ve built strong and compromising professionalism enduring relationships with key individuals. We enjoy working with WPD and are looking or quality forward to playing our part in its continued success under National Grid’s ownership. The wide range of services we provide to WPD include construction, dispute resolution, infrastructure, planning and property (covering disposals, easements, leases, transfers and wayleaves). Our networks team deals with all of WPD’s operational property requirements across its regions. The team’s experience, technology and resources enable us to take on and complete hundreds of transactions each month and manage a caseload of live matters numbering in the thousands. We’re at the forefront of developments in the electricity industry and have pioneered a legal process for protecting WPD’s interests when engaging with IDNOs. 1

Jamie Gordon Lead Partner David Williams Chairman 2

Working with Geldards Geldards LLP is a highly ranked full Seamless service commercial law firm with transition andtake-on over 300 staff including 61 partners and over 160 lawyers operating out of caseloadsfrom of offices in Cardiff, the Midlands existing legal and London. advisors We have developed an award-winning and innovative method of dealing with high volume and time-sensitive commercial property matters for WPD. Our dedicated team of lawyers and support staff provide WPD with a cost effective and personalised service, utilising a bespoke case management system with online client access. Outcome-specific precedent documents and procedures, combined with a strong control environment ensure that quality is maintained at all times and never sacrificed for quantity. 3

Large, experienced, industry-friendly team with strong client and customer focus Free value-added services High volume Bespoke case service for‘up to half management system the price andtwice the with online access speedof others’ The Geldards Advantage Transparent 4 performance management and review process

OurTeam The networks team is based in our Nottingham office and is led by Partner Jamie Gordon. Jamie is supported by a seven strong management team, including a team manager, four solicitors and a legal executive plus over thirty paralegals and support staff. This is the largest dedicated specialist electricity distribution legal team in the UK. Collectively, we have an unrivalled understanding, developed over many years, of WPD’s requirements and regard ourselves (and are regarded by WPD) as being an integral part of your business. We have invested heavily in the team, ensuring that it is structured to provide the right level of support on a day-to-day basis and all work is carried out to high standards of accuracy and efficiency. All of us understand the importance of good teamwork and we’re committed to delivering the optimum service to both our clients and their customers thereby achieving win-win happy client and customer outcomes. 5

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Our Expertise Geldards acts for WPD across all its regions and also acts jointly for WPD and IDNOs where the latter are connecting into WPD’s network. Our Services • Training roadshows and seminars (on and off- site) delivered free of charge Include the following: • Resourcing a large team to undertake the • Developing a bespoke case management legal work system with online client access • Frequent operational and performance • Producing outcome-specific legal review meetings documentation in accordance with industry requirements and WPD’s property policies • Drop-in facility/open-door environment • Providing a telephone helpline • Managing customer expectations High Volume Work We are instructed on and complete hundreds of matters each month, such as: • Easements • Rent Reviews • Leases • Transfers • Licences • Variations • Multiple Site Agreements • CPO Agreements The scale of the team enables it to deal with thousands of live matters at any one time. 7

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Working Together The team’s success is based on the following principles: Working in Close Partnership Complete Transparency We recognise that we are an extension of WPD With regular updates to WPD and customer and share the same goals Maintaining Accuracy Effective Communication Ensures the electricity distribution network is With WPD and customer throughout the legal protected process Utilising Technology Managing the Process Tailored to WPD’s needs and reducing the time Identifying shortfalls and problem areas is taken from instruction to legal clearance critical - dealing with them as soon as they arise is essential Seamless Transition We are experienced in taking over large Fixed Costs caseloads of existing matters from previous We understand that WPD need clear budgeting legal services providers and operate a simple fixed cost per case arrangement, taking the rough with the smooth 9

Working Together 10

Collaborative Recogn Partnership ‘what bes Protocol looks Subject to continuous improvement since 2017 The Protocol recast the traditional ‘them and us’ mode of lawyering and replaced it with a collaborative ethos, which emphasises the importance of co-working and a shared commitment between Geldards and customers legal representatives to act expeditiously and be measured against agreed performance standards timescales for key tasks (within 2, 5 or 10 working days, depending on the task) with the aim of completing as many legal processes as possible within 50 days of Geldards being instructed by WPD. The key elements of the Protocol are measuring Therefore, the fifth edition of the Protocol, relative performance against the standards, which went live in 2021, seeks to improve those issuing a day 20 progress report and providing average response times by: on-line access for customers and their representatives to Geldards case management • Accepting the latest Land Registry endorsed system in order to track progress. methods of electronic and non-wet ink signature of documents However, monthly data analysis of the performance standards, which is posted to • Incorporating document signature touch WPD’s website, has shown that, whereas points, highlighting to customers legal Geldards consistently perform their tasks representatives the performance standard for within their (2 working days) standards signing documents; firstly, when documents timescale, customers and/or their legal are issued for signature, secondly, when representatives average response times for their they’re signed by Geldards on behalf of WPD tasks are considerably longer than those set and, thirdly, if the documents have not been out in their standards timescales and this is the signed by the end of that period biggest obstacle preventinig more completions within 50 days. • Introducing a land ownership requirements checklist to be issued to customers legal representatives at the outset of each transaction to identify what items (e.g. third party consents) are needed before completion can occur and re-issued at 20 days intervals as an aide-memoire for any outstanding requirements 11

nised as TheProtocol Effect st practice s like’ THE PROTOCOL EFFECT ON WITHIN 50 DAYS COMPLETIONS 74% TOTAL INCREASE NO. OF WITHIN 50 DAYS COMPLETIONS 18% INCREASE 42% INCREASE 2016 2017 2018 2019 2020 PRE LAUNCH OF PROTOCOL PROTOCOL The Protocol also The Protocol has features updated achieved a 74% comprehensive guidance increase in within 50 notes and materials with the days legal completions aim of staying ‘best in class’ for new connections for expediting legal completions for new Latest innovations aimed at increasing connections number of within 50 days legal completions further by targeting delays in other parties’ response times 12

Monthly Performance Reports We recognise the importance of open book reporting and transparent performance management and provide monthly infographic reports to WPD for analysis, discussion and sharing with stakeholders and to act as a yardstick for continuous improvement. 13

WMonEtShlyTMWREoenRpEtohNSrltyTSPREueOmRpmoWNratrSPyEuROmmDWarIySERTRDIBISUTTRIIOBUNTION DEC2E0DM2E1BC2E0ER2M1BER Page 1 Page 1 INSrDeeTflceI(ReN8cm7trUiDe)SnbfwegoelCTecp(resc8e’erRsetT7me&niai)nnUbbIsowfgsOOoioepltCeentsrreh’resausNnPealcld&TiosnfbftEeSaiwoiIlsoocecOnONtt,enrstrhaeorusCdlaPrlNctF(ofsesh8atw,eEciIaO1cSoadLrn)etNennoa,rtaEsMdNrontssC(hFoStde28,hvPada1,Ic5eOenn)Lo3LtmandoNm1EnEuMb.2topdmhSe,vT5lerecPeb3’sIotmn1eOi,Lmou.rbnmEopeNsflrbTe’setS,IiroOonfsNS PESRTPFASEONRTRDAFMOANARDRDNMACSRADENSCE Instructions 8877Completions 2,523,5131 WcipaesessoureWufcpiioonsateerpspgsmruoeeefdoiurnanofartniogpmpnycreegdmae2nran0afseioyncntdrraeged2mnop0saaudeotn(rlardar2ledotnrppsdocddaeo(uaa(2alrfr8tlyroftorid2ososdprc%a)rnes(a.mfy8)oirtg(s2fiarsaoo)n%nan.srnimdim)ncg(aegsaenanacsinddndmthcoaagiaeceeyncduv)sddhomeataaaicdneryenuddv)ondmseauftadosnferorrdndortsufsorfor r 8181Instructions Completions WCWCIOTOITHMMHIPNIPNL5LE50ET0TDIOIDOANAYNSYSSSaTaDlTlhDlemlehecmecnaeeatunmtmtmuetbermbbsere,sebrri,rewniwrnocefcolerulwferudewd4iitn4Ni0ihnt0g0ohig0n%vni%nen5ehmew05hiwg0ibdgchedahcoeryaeon.rsyrnncsccneooocecmmomctmiptoppiaonplaernslreteesid(todN(iNonwCwnsCi)stif,)tho,ifhnorinr 22 Signing Same Case Opening & November. dadysays DocDumoSceigunnmtisnegnts day Allocation Sdaamye AOlplCoecanasinteigon& SiSginginni(gn2(2gddddoaacyoyuscs)um)menentsts Case opening and aalllolCocacasateitoioonnp(es(snaaminmgeedadnaaydy) ) 50 20 8822%% Issuing day 20 50ComDpaleytsions December DDAAYYRREEPPOORRTT Issureinpgordtasy. 20 Days December reports. Completions 400% 400% NNO(ON(NNN-NNC-NEC)EWC)WCOCCOMOOMPNLNPNELNETEECITOCTIOTNIOINSONSNSS imOipOmthart(poevh8avrree1vo(erp)r8evadaa1pregar)nfadeotgadrirefdentorirsadeeredypstsarruseepepyrsrttosenoufpnoritronfrordnoenmgiirrpndnemaslggiypinngaltsgctynnooiegcettliooaensdntneliisadatnddtinonaiatoddcdlniawuaoldeolrmcantdwlutereesedmtnrnrtwsseete(hrsrw2onsi4p(r(tho21s)sir,q47eps(bn))1ue.,que7enbtud)reu.ieedrtresirees 444%4% 565%6%eNpcnDoweNdmrueiiCfntNonrpiphDcgnircdnNeloimwsuinoDigarmntCrmfnraie4oigttunpntchchrpmcglmDoec(eiilcntaememoetio1antoh4cnis2mnpbntoeettmclen()amhpmec1.ernsstlo,o2oeibds4ownomntmtea4neftaterphr%dhs,ondrls4seendwo4ottafeeh%frdrdseof 2424LIneitttiaeLInlreittitaelr Land Signed compliant non-compliant Documents non-compliant WDoarysesWDoarysse 8181OQwLunaOeenrQrwidseunhseeiprrisehsip Days 1717DoScigunmeednts compliant Days Days instruction). Better Days Better Better Better 14

WMoEnWMtSholTynERtEShelRypToRNEretRpPSoNuOrmt SmPWuaOmrEymWRaryEDRISDTIRSITBRUITBIUOTNION DEDC2EE0CM21E0BM2E1RBER PagPea1ge 2 2,531OPEN FILES PESRTFAONRDMAARNDCS EINSDrTeefcRlIe(en8csmU7ttri)ubnCwcegotireop’sTsnr&eeesinaInbOsOsfooitltnreNhuPasclldSoEtfiweaCoN,cconermtCsreopFart(lsh8esOIt,1aeLioa)dnnnMaEsNtdnoSdoPt2vhc,eLe5om3mnE1buI.pTnmeljreIub’tOsrie,oiornNuossfSAffeTcottioanl 21,54381(1(25,25)4A0s)Wsceieapstsseoeurufiotonpprgmeerdnafaoinnyrcgm2ea0esndrtdeaopnauodlr(lrao2ptrcsedda(ra8tffyoio2osrr%n)ms.)i(gasaannnmcidneegascddthaaoinyec)dvuaaemnrddedosnfutofsorrr 81 87 New Connections Management 1,286 (1,291) 21,119 (1,118) Sdamaye OAlpCloeacnsainetigo&n DSoicgunminegnts days WCIOTHMINPL5E0TDIOANYSS Signing documents alCloacsaetioopne(nsianmgeandday) (2 days) NC AVERAGE ACTION2D0AYS* 82%aTlDhl emecnaeutmtmebrbsee,rirnwoceflurwedii4tnNh0goi0nv%ne5emh0wigdbchaeoyer.nsrncceoocmmtippoanl(eNrsteoi(doNvnweCsm)ift,obhirner’s numbers in brackets) Issuing day 20 reports. DAY REPORT 50ComDpalyestions December 400%Days with Days withiOmotthpaherveor(e8rvpr1eaa)dgratefnioeddrsarrpeyesestpurtforoonnrrimdenpiganlnygsictgteoonsilenatdaintnddiadoloaclwerudtnmtseeewrrns(oh2tsr4isp)(e1,qn7bue)u.edtrriees WPD 16% parties 58% Days with NON-NEW CONNECTIONSGeldards 26% (NNC) COMPL4E4T%ION5S6% 24 81 17enNDpcdNueoiwnrrCmfignoitcprghDiomlniitmeanshacntpe4nretulcm1me(cce2tbotiosoimmeontnarnto,sphn)4nl.wsde4ttaho%eerfsrddeof ILneittitaelr OQwLunaeenrrdisehsip DoScigunmeednts Days non-compliant Days Better Days Better compliant *Based on a sample of 47 matters in October 20W21o.rse 15

WMonEtShlyTMWNEoenREwthNSClyToPRnEenORpeocWNrtitoSPEnusORmLmeDWgaarIyESl PRTroRcDeIBsISsUSTuTRmImIOBaUrNy TION DEC2E0DM2E1BC2E0ER2M1BER Page 1 Page 1 COLLABORATIVE PERFORMANINSTRUC&TIOOPNESN, CFIOLEMSPLETIONS PARTNERSHIP PROTOCOL STANDARDSCErDefelec(c8et7mi)nbowgepesre’resneaisnfbiolsoenttssrhaTtutdlehlhcofepeatewcisycorpettenworhrasoraitssts(htoe8,haodac1notnu)toaldroNinacs2todvuh,va5oescen3itomdno1imu.nmdbmnpeeeollrbrea’vssetya,iarsotnionivndfsestpherceouicrrelianswsgoycueotrnlsinnseihncogtiuoalndssectoroineossuidorfenrpetrtaawkctionircgka.lif 81Instructions 87Completions 2,531The Protocol aims to: Wcpisaeessruoefoiunortgpmpeedanranfioyncreg2m0saetnradednpodao(u2alrlrtordsdpcae(afy8orts2firoo)%.srnim)g(asnanainndmcgaeecdsdhotaaiceynuv)dmeaadnerdndotsufsorfor r Legal Process WCOITMHIPNL5E0TSpIDOeeAdNuYpStShe 2Improve commduanyiscatiDooSncigunmbineegnttsween Sdaamye AOlplCoecanasinteigon& aTDllhemeceanmtutembresbr,eiwrncoelfruewd4Niint0ohg0vi%nenme5hw0ibgedhcraleo.eyrngscnaocelomcpmtrpioopacnlreeestsd(isNownCsi)t,fhoinr our customers lawyers and our owSnigsnoliinc(2gitddoarosyc,suG)meeldnatsrds allCoacsaetioonpe(snainmgeadnady) 50 December ? 20 82%50 Issuing day 20 Days reports. ComDpaleytsions 400% Completion DAY REPORT Avoid confusion Establish a timetable for cwioninstnhtrieiumnOcctp5ttihar0ioco(oevno8dnvre1mseasrp)adlypaafegsrlrngfoeeotfdamitrrediloorrsapmeeunyptrssuosoepGtcrfrtooneoeftnoilshandrrdseecmgaipntbrnaslgdoeyeingsnitwnctnooregaeel,iacsdmnitendiadatidevinotaatiodclnelwulalgryerm,ntdteesernrwst(hs2oi4pr(1s),q7ebn)u.ueetdrieres NO(NNN-NCE)WCOCMOaPNonwdLrNenltegEehgarEaasTrtdhlCwdiiInpOoegciTnrutefhNmIoqeOruemlSinaraentNatditoiSonn eNpcnDoweNdmruiiCfntoriphgnircnlimsinoDgatmnrae4tunthcpmcec(elcteemoio1tonis2mbnotten)amhp.rnssl,oed4wonta4efter%dhdrseof 44% 56% LIneitttiaelr 81OQwLunaeenrridsehsip DoScigunmeednts Days compliant non-compliant 24 17 Act as a collaborative woDrkaiynsg Days model and a behavioural readWyorrescekoner. Better Better 16

WMoEnMWtSholTynERtESheRlpyToNNEretRwPSuNCOmomPWnanOreEycWRtioDEnsRILSeDgTaIRSl PITBroRUceITBssIUSOuTmNImOarNy DEDC2EE0CM21E0BM2E1RBER PagPea1ge 2 AINSTDrhTeeefcRlce(e8ecmU7tni)bntCwregoarepl’sTsrAmlcG&eeeyeoinaleInaseambOslOtshfdnmootitpaleadtnreeNlhrurrPeasensdsctlldpdtSosEiatfsnieweascboNg,oecconeeprdftCamsireontiFsalrhts(mygsh8sOmseI,1aewiLiiabtnP)adnmnMliaEsnretNtodtnhyeorSwtdonPutont2vhhtcicce,etLe5tetohowmeo3mnEilad1nabuaci.p.Tmcmeor5letren0Ib’o:tOesnidef,foefranicNcyostisfieoSonnfts- PESRTFAONRDMAARNDCS E C Monitoring progress of matters by means of a progress report issued 20 days from Geldards being instructed to enable our customers, their lawyers, As part of the above commitment, Wcieapssseoeurufiotonpprgmeerdnafaointcssunyrottocsgmaa2mebatna0euenspdndsrtddladeaeobropnGtdauyinodolesr(elrrano2lpetadrtcsfedndtoaeaa(rdarr8tfarfdeyoiog2ocisnsrdre%hn)mcsett.i)o.eie(ngasavtatannnieosfmcidynstteeheghawsseecddtshha5apoatin0yeecht)dvuredrfaaeemoacnrdmrydaedmsossanfeuaitofnsornrsrce B81 87 2,531InstructionpasgerrefoerimngantCoocmebpesletmtaionendasasrudrsedbealgoawinst the D 2daylIalsaidsnnetednaDaStotoiicrgftuwlnyymhineinegnnstetsgoarusglathesniepbdtyroaeGwnqdeunliedrrSeeras-damrihsdmaseispuynieiitsnssssgucOuAihilpCelntoeeacsngasaicnettaigkaot2&n- 0 days intervals as an aide-memoire for 1 Geldards to action and allocate new instructions within 2 days Signing ddGaoanecyyludsom)auredtsnsttasimndpilnegmarleCleonaqctsuiaenitrgioeopmndeo(enscniauntmmgs.eaennddtay) of receipt (2 WITHIN 50 DAYSOur customers lawyers to reply E20 82%signature touch points to highlight to to Geldards initial letter/email dsciuagysntsionpmgeerafrnosdrlmarweatnyucerernsisntthgaenfidwnaairItldshdsifuonorceirn1upgO-ordtasy. 20 C2OMPLETIONSwithin 5 days of receipt ments, firstly, when they are issued DAY REPORfTor signature, secondly, when they 3aTlDhl emecnaeutmtmebrbsee,rirnwoceflurwedqtOoii4tuunNh0Gegroi0rnecv%nielue5desmsh0watiwrgodbdchmaeistoyerhe.nlsrairnncscneoo1dlcmam0twoippodwaynlaenersytereis(dsoNronstwChofs)irifrpt,eoehicrnpeliypt Geldards to issue progress have been signed by Geldards and, reports (see below) within 2 days of day 20 in 80% of cases FiOmthpaervor(e8vpr1eaa)dcaPtgrhaanrtefnoiiosdrevddedrsrialrdmreypeyet,isesntauipurfgnrtforotnoanhonergrienmdendeylpigmianwnlhnygseeaiicttgntvaehoontecisinlescnantdyeaintotshsnddittasadeoblotatmcelwoperuedteGnmsntsroeeeiewsrroltnsidhd(goh2taa.nsr4irspted)(e1,odqsn7buue)ur.edtrriees 450ComDpalyestionsuGnedldDearerWcdesPmtDobePsirogwnedro4oc0fu0Am%tetonrtnsey customers, their lawyers and any 5 within 2 days of issuing final independent connection providers versions 24 81 17ILntienrittasitacetlrrkutchteedprboygOoreuQwsLrunsaceenourrdisfsehttsihopemiremrsactatDenorSscig.unmeednts 6NO(NNN-NCE)WOrtwoeCutiGturhrCecOinnludfs1aiOtnM0rodamdslNaPve(yverssNiLrasotiotEfoEhnrseeTiCgdicrneoIliOcaTpauwntm.IdyNOeernsSt)Ns S enNDpcdNueoiwnrrCmfignoitcprghDiomlniitmeanshacntpe4nretulcm1me(cce2tbotiosoimmeontnarnto,sphn)4nl.wsde4ttaho%eerfsrddeof 44% 56% Days Days Days compliant non-compliant Worse Better Better 17

MWonEtShlyTMWNEoenREwthNSClyToPRnEenORpeocWNrtitoSPEnusORmLmeDWgaarIyESl PRTroRcDeIBsISsUSTuTRmImIOBaUrNy TION DEC2E0DM2E1BC2E0ER2M1BER Page 3 Page 1 WITHIN 50 DAYSINSTRUC&TIOOPNESN, CFIOLEMSPLETIONS We outpePrfoESrmRTePFdAoSEOuNRrTpRDAFerMfOANormARDRaDNnMAceCSRAstaDENndSCardsEfor COMPLETIONSTDheecenrmuDemfbeleecb(c8reet7mwri)nobeowgfrepewesre’re4sNneiat0iohsnfb0ivoilso%neenttsmrh5ahu0dliblcgofedeathwcircaoer.e.ytenrorsascrtscso(he8,omada1mnnp)tpadaoNlnre2toedht,vd5ieoce3wnomn1msu.ibtimhpenlrbe’set,iroonfs case opening and allocation (same day) and for issuing day 20 reports (82%) and achieved our performance standard for signing documents (2 days). 8510Instructions 87Completions 2,531 2WcpisaedessrauoefyoiunsortgpmpeedaDnraSonficioygncunrmegi2nmeg0nsatestnradednpodao(u2alrlrtordsdpcae(afy8orts2firoo)%.srnSim)gd(aasnanaaminndmycgeaeecdsdhoOtAaaiclpleCyoenucavn)asdmienetaigaodnen&rdndotsufsorfor r Days Completions December WCOITMHIP4NL05E00T%IDOANYSS 2Signing documents alCloacsaetioopneS(dnsaaianmmygeeadnAOadlpylCoec)anasinteigon& (2 ddaayyss) DoScigunminegnts aTDllhemeceanmtutembresbr,eiwrncoelfruewd4Niint0ohg0vi%nenme5hw0ibgedhcraeo.yrnscnoceomcmtpiopanlreestd(iNownCsi)t,fhoinr 20 82%Signingddaoycsu)ments allCoacsaetiooInrpsees(psnuoaiinrnmtggsead(9dna9ady%y2))0. (2 50AVERAGE ACTION DAYS*ComDpaleytsions 20 82%DAYREPORT December 400% OthDAeYrREpPOaRTrties performance standardIssswureoinprgsoerdtnsae.yd2r0e average days to reply to initial letter (24), but improved for responding to land ownership queries NO(NNN-NCDEa)yDWWsCawPyDsitOChw16it%MOh PNLNEDETaCyIsOwTitNIhOoSthNerS imOpthar(oev8vre1(erp)8adaa1gr)nfeotadirednrrsadeeyptsruseperrttonoufnoirnrrdnemgiipnnaslggyingtsctnooiegeliansdntneiadtddinoaoddcl wuaolermcntduteesemrnrwste(hs2oni4pr(t1s)s,q7e(bn)1u.ue7etd)r.ieres parties 58% eNpcnDoweNdmruiiCfntoriphgnircnlimsinoDgatmnrae4tunthcpmcec(elGcteemoio1toenis2mblnodtten)amhpa.rnssl,roedd4wonta4sefter%dh2drse6o%f 44% 56% Initial 881 1OQwLOunaeQewnrLruindsaeeehnsrridpisehsip DoScigunmeednts Days DoScigunmeednts compliant non-compliant 2244LIneittLtiaeelrtter Days Days Better 1717Days *Based on a sample of 47 matters in October 2021. DayWs orse Worse Better Days Better Better 18

WhatOthers Say Kathy Toon Shakespeare Martineau Thank you very much for your assistance in this we were dealing with and a number of the matter. amendments put forward were unreasonable and needed to be worked on to find a way The matter has been very complex, involving forward to satisfy Waitrose. Also, because of the relocation of an existing substation the complexity of the contract we ended up and wayleaves, and release of rights. The completing everything simultaneously today – documents included an agreement to grant a the agreements with tenants, the documents lease of the new substation site, transfer the with your client, the purchase and sale on of freehold of the existing substation site to the the site, as well as going unconditional on the owner of the remainder of the property and agreement with Waitrose. It could hardly have terminate a wayleave and the grant of a new been more complex or pressurised. lease in place of an existing one to deal with the re-routing of easements in connection with Throughout the matter, you have been the substation. available, very responsive and willing to work through issues as they came up – no matter All of the above has been dealt with in a tight how many times I needed to call or email which timescale and as part of a larger transaction was a lot. relating to the development of the property as a Waitrose store, involving relocation of tenants, I am well aware that without all your hard work acquisition of the property, a pre-let of the store we would not have achieved today what we to Waitrose and a forward funding agreement. needed to achieve and if we had not done that, This in turn meant that Waitrose and the the development would have been in jeopardy. funder wanted to comment on the documents Thank you again. 19

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Our Helpline Service Geldards has provided a tailored Wow, that is the fastestTitle helpline service since 2012 to all RectificationI’ve seeninthirty years! WPD staff involved in estates, To complete something involving the consents and wayleaves. Land Registry inless thanthreehours WPD staff submit any legal queries to the from instructionisincredible Helpline: queries can range from reviewing title to properties, checking WPD’s existing John Shelton rights, advising on bespoke scenarios affecting WPD particular sites and any other ad hoc legal queries. The Helpline is serviced by a solicitor and two senior paralegals whose KPI is to respond to all queries within 2 working days. Some of these queries are referred to other legal experts within Geldards such as Planning Law, Charities and Property Litigation Teams for their professional advice. The Helpline receives over 40 hits per month, which shows the great value WPD staff place in the service provided and is reflected by following positive feedback. 21

I justwanttosay a massive thank youfor your detailedreply,that is really helpful. I feel somuchmoreat easegoing intomy meetingknowingI am not imagining things Jeanette Massey WPD Fantastic,I missed thatone completely. That’s saved us many £1000’s John James WPD 22

Added Value Participation at WPD Events Geldards actively supports WPD at an array of internal and external events on a regular basis. Whether that’s attending WPD stakeholder workshops or presenting technical briefings, Geldards can always be relied upon Geldards Open Days Geldards have hosted a series of open days, which involved inviting over 50 WPD members of staff to come and spend the day with the team, to enable them to gain a complete understanding of the team’s extensive operation Thank youverymuchindeed for organisingour visitto your HQyesterday. It was veryclear to mycolleaguesand Ithat you hadputa greatdealofthoughtandeffort into it.The resultwasa verysuccessful,interesting, usefulandenjoyable day.The proficiency and professionalismofallyour staffffwas clear to see. Iwas veryimpressedandIdon’tuse that phrase lightly! Please pass onmythanks to all your colleagues Mark Rogers WPD 23

I would justlike to pass on our thanks for avery useful and informative day yesterday. Itwas lovely to meetwith everyone andto discuss our individual casefifiles. On behalf of all of us, could you pleasepass on our thanks to your team for taking time outand making us feel very welcome Carina Wills WPD I personally found it very beneficial as I have never visited your offices before and it was great to meet the team. I am sure that the remaining open days will be a great success Stephanie Sheehan WPD 24

Legal Insights 25

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Added Value Competition in Connections (CiC) The Competition in Connections Team (CiC Team) work on behalf of WPD with ICPs and other key stakeholders to facilitate Ofgem’s vision of a competitive industry. The CiC Team play a key role is ensuring that WPD fulfils its obligations under the CiC Code of Practice. Thank yousomuch for everythingyouhave done toexpeditethis matter. Ihave justinformedourclient and they are delighted Nicky Ferguson Connections Legal Management Limited 27

Thank you for your work on thismatter. The speedat which we’ve managedto get this over the line isexcellent Adam Higham Miller Homes Thank youfor dealing withthe below so quickly – you’re a lifesaver! Mark Devlin Easement Solutions Limited 28

TRANSACTIONS 2 3 4 STAGES Initial Letter & Comments On Engrossments Made easy by Draft Legal Draft Legal Sent Out Documents Documents 1 Received Sent CRInoeFsmctrrpoeuamicvnteiyodn 1 23 4 INSTRUCTION INITIAL LETTER & DRAFT LEGAL COMMENTS ON DRAFT LEGAL DOCUMENTS ENGROSSMENTS RECEIVED FROM DOCUMENTS SENT TO OWNER’S & EVIDENCE OF TITLE RECEIVED SENT OUT SOLICITOR ALONG WITH A REQUEST FOR COMPANY Tasks to be done Slow to moderate EVIDENCE OF TITLE • Legal document response factors Tasks to be done checked and any drafting/ • Amended legal document •Instruction placed Quick response factors Slow to moderate operational questions asked requiring additional on case management • Owner represented by a response factors • Evidence of title checked drafting and consideration • Unrepresented owner and requisitions raised • Other parties involved system qualified legal advisor (no qualified legal advisor • Invoice for our costs (e.g. apparatus falls upon •Allocation of matter to • Quick responses raised (if applicable) another party’s land) appointed) • Preliminary searches • Complicated evidence paralegal between the owner and • Slow responses between • Initial letter and draft their legal advisor the owner and their legal submitted of title legal document created • The owner’s legal • Engrossments produced • Unregistered land advisor • Restrictions on title – (e.g. Deed of Grant, advisor is proactive in • Incorrect details on the • Any clarification consents required Transfer) dealing with the matter concerning operational • Restrictive covenants Company’s instruction referred to in the evidence •Deed packet requested form matters raised with from the Company (if instructor of title applicable) • The owner’s legal • Possessory title (land advisor is less proactive in Quick response factors occupied by owner with no • Unamended legal legal evidence of title) dealing with the matter • Defective title indemnity document • Uncomplicated evidence insurance required • Specialist provisions of title required to ensure that legal • Registered land document is valid due to • No restrictions on title owner’s legal standing (e.g. (e.g. no legal mortgage) • No restrictive covenants charity provisions) referred to in the evidence •Other legal documentation of title (e.g. no build required (e.g. agreement to paragraphs) surrender) • Absolute Freehold/ Leasehold Titles 29

5 6 7 8 9 DONE Engrossments, Legal Completion Application For Completed Archiving Answers To Title Takes Place Registration Of Registration Of Requisitions And Legal Document Legal Document Costs Received 56 7 8 9 ENGROSSMENTS, ANSWERS TO TITLE LEGAL APPLICATION FOR COMPLETED ARCHIVING REQUISITIONS AND COSTS RECEIVED COMPLETION REGISTRATION OF REGISTRATION OF TAKES PLACE LEGAL DOCUMENT LEGAL DOCUMENT Tasks to be done (IF APPLICABLE) • Deed packet created Tasks to be done AT THE LAND AT THE LAND • Deed packet sent to Tasks to be done Quick response factors • Dating of legal REGISTRY REGISTRY the Company’s archives • Engrossments executed • Title requisitions • Geldards’ file closed (signed) by the Company’s document Tasks to be done Tasks to be done answered fully • Instructor informed of • Registration at Land • Checking of Land attorneys • Engrossments signed Registry / Land Charges Registration document • Final searches carried completion correctly Department of legal out (e.g. OS2 and K15 • Money received for our document searches) costs (if applicable) • Deed packet allocation • Cheque raised for (if applicable) owner’s legal costs Slow to moderate and consideration from response factors Company (if applicable) • Unanswered or incomplete title requisitions • Engrossments signed incorrectly 30

Glossary ofLegal Terms Term Description Absolute Freehold Title The highest grade of freehold title that the Land Registry Absolute Leasehold Title can provide Annual Rent Commuted Rent The highest grade of leasehold title that the Land Registry Completion of Registration can provide Deed of Grant Defective Title Indemnity A total rental payment made in any one year Insurance Easement A one-off rental payment Engrossments Epitome of Title Confirmation that the completed Deed, Transfer or Lease has been registered at the Land Registry Evidence of Title Execution A document which grants an Easement IDNO Land Charges Department The type of insurance which is taken out when there is a 31 defect in respect of the title or a risk associated with the Company’s interest in the land A right benefiting a piece of land that is enjoyed over land owned by someone else The agreed form of the Deed, Transfer or Lease which will be signed by the parties A schedule of documents together with copies of the documents themselves detailing the unregistered evidence of title to land The collective word given to the written evidence that the owner owns the land The process of signing the engrossments Independent Distribution Network Operator The Government Department in charge of all dealings in relation to unregistered land in England and Wales

Land Registry The Government Department in charge of all dealings in Lease relation to registered land in England and Wales Lease Term Legal Mortgage A document which grants an occupational interest in land belonging to the landowner to a tenant for a period of time Official Copies The duration of the lease Power of Attorney Secures an agreement over the land for the repayment Unregistered Land of a debt owing to a lender and prevents the owner from Sealing disposing or dealing with the land without the lender’s Registered Land consent Restrictive Covenants Restrictions on Title The term used for copies of the official record entries on Title Information Document the title to a piece of land produced by the Land Registry Title Register or Land Charges Department and stamped with a date and Title Number time in respect of land in England and Wales Transfer A written legal document in which one person or an organisation appoints another person or organisation to act as an agent on their behalf, thus conferring authority on the attorneys to perform certain acts or functions on behalf Land which has not been registered at the Land Registry The process by which the engrossments are signed by the persons authorised by the Company or on behalf of the Company in the Power of Attorney Land which has been registered at the Land Registry A restriction on the use of land for the purpose of pre- serving the enjoyment of the other land Obligations or restrictions noted on the Title Register to land which must be complied with before either the land can be sold/disposed of or registration can be completed The updated Title Register which is produced by the Land Registry once registration of the document has been completed The document that evidences all registered title information in respect of a piece of Registered Land The unique number which is provided for every individual piece of Registered Land in England and Wales The document which details the sale or purchase of land from one person to another 32

www.geldards.com [email protected] +44 (0)844 736 0006* Geldards LLPis a limitedliabilitypartnership registeredin EnglandandWales(OC313172) andisauthorisedandregulatedbytheSolicitorsRegulationAuthority(SRA authorisation number:425639).A list of Geldards LLPmembersisavailablefor inspectionatour registeredofficeat4CapitalQuarter,TyndallStreet,CardiffCF104BZ. We use the word‘Partner’to referto a memberof the LLPoran employeeofanequivalentstandingandqualification.*Pleasenotethatthecostofcallingour 0844numberswill include a “service”charge of 6p perminute andan “access”chargefromyour phonecompany.Geldardswillnotreceiveanypaymentfromthecallcharges.