Notice Information
Notice Title
HERITAGE ENDOWMENT
Notice Description
2 Purpose of the evaluation 2.1 The aim of the evaluation is to: Assess the impact of Heritage Endowments, particularly in relation to the changes introduced in comparison to Catalyst Endowments (see 1.6). 2.2 We expect to see an analysis of how grantees are undertaking the creation of or are building on an existing endowment, detailing the variations in approaches to fundraising and their impact. 2.3 Drawing on the evaluation of Catalyst Endowments we want to gauge how sustainable endowments in the heritage sector are and the long term effects of this type of income stream. 2.4 The evaluation should provide an overview of what Heritage Endowments has enabled grantees to do, and capture emergent outcomes and themes. As part of this the evaluation should: 1. Capture how Heritage Endowments funding has being used 2. Explore if Heritage Endowments funding was used as it was initially intended? Were there any changes and if so what can we learn from this? In particular, what external factors changed for grantees during the lifetime of the grant? 3. Demonstrate the extent to which the outcomes of the programme have been achieved. 4. Explore the extent to which the Heritage Endowments programme has supported organisations to reach their ambition of growing or setting up an endowment in terms of the length of the match funding campaign and size of the grant awarded. 2.5 Specifically we would like you to address the following questions: a). what has been the impact of Heritage Endowments on an organisation's ability to manage their heritage in the longer term? b). to what extent has introducing the lower grant banding of PS250,000 through Heritage Endowments supported smaller organisations? c). how can heritage organisations effectively engage with different types of donors in order to build an endowment fund (including effective/successful fundraising methods)? d). what factors contribute to successful endowment fundraising? e). how has the money awarded to resource campaigns been spent and to what extent has this been beneficial to grantees in supporting them to deliver their fundraising campaign? 2.6 We would like the contractor to organise and facilitate two opportunities for grantees to come together, network and build relationships, with the aim of sharing learning, insights and best practice to inform project delivery. . The emphasis will be on enabling, building capability and creating the right conditions for grantees to use and take up the learning. There should be a focus on sustainability so the networks and relationships can continue post Heritage Endowments funding. HLF will fund travel expenses for grantees but we expect the contractor to budget for venue hire, refreshments and facilitation. Value for money when choosing venues should be a consideration. A FULL DESCRIPTION IS INCLUDED IN THE TENDER DOCUMENT ATTACHED.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/a772d01e-625b-4362-b857-291450054e5e
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure (below threshold)
- Tender Suitability
- SME
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
73 - Research and development services and related consultancy services
-
- CPV Codes
73200000 - Research and development consultancy services
Notice Value(s)
- Tender Value
- £30,000 Under £100K
- Lots Value
- Not specified
- Awards Value
- £24,900 Under £100K
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 1 May 20187 years ago
- Submission Deadline
- 14 Nov 2017Expired
- Future Notice Date
- Not specified
- Award Date
- 6 Dec 20178 years ago
- Contract Period
- 31 Dec 2017 - 31 Jan 2022 4-5 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Not Specified
- Awards Status
- Active
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NATIONAL HERITAGE MEMORIAL FUND
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- LONDON
- Postcode
- SW1W 8NR
- Post Town
- South West London
- Country
- England
-
- Major Region (ITL 1)
- TLI London
- Basic Region (ITL 2)
- TLI3 Inner London - West
- Small Region (ITL 3)
- TLI33 Kensington & Chelsea and Hammersmith & Fulham
- Delivery Location
- Not specified
-
- Local Authority
- Kensington and Chelsea
- Electoral Ward
- Royal Hospital
- Westminster Constituency
- Chelsea and Fulham
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/a772d01e-625b-4362-b857-291450054e5e
1st May 2018 - Awarded contract notice on Contracts Finder -
https://www.contractsfinder.service.gov.uk/Notice/37e2ad0c-7a95-4209-9004-66dc1f384164
23rd October 2017 - Opportunity notice on Contracts Finder
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
{
"tag": [
"compiled"
],
"id": "ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d-2018-05-01T09:38:28+01:00",
"date": "2018-05-01T09:38:28+01:00",
"ocid": "ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d",
"language": "en",
"initiationType": "tender",
"tender": {
"id": "HLF220",
"title": "HERITAGE ENDOWMENT",
"description": "2 Purpose of the evaluation 2.1 The aim of the evaluation is to: Assess the impact of Heritage Endowments, particularly in relation to the changes introduced in comparison to Catalyst Endowments (see 1.6). 2.2 We expect to see an analysis of how grantees are undertaking the creation of or are building on an existing endowment, detailing the variations in approaches to fundraising and their impact. 2.3 Drawing on the evaluation of Catalyst Endowments we want to gauge how sustainable endowments in the heritage sector are and the long term effects of this type of income stream. 2.4 The evaluation should provide an overview of what Heritage Endowments has enabled grantees to do, and capture emergent outcomes and themes. As part of this the evaluation should: 1. Capture how Heritage Endowments funding has being used 2. Explore if Heritage Endowments funding was used as it was initially intended? Were there any changes and if so what can we learn from this? In particular, what external factors changed for grantees during the lifetime of the grant? 3. Demonstrate the extent to which the outcomes of the programme have been achieved. 4. Explore the extent to which the Heritage Endowments programme has supported organisations to reach their ambition of growing or setting up an endowment in terms of the length of the match funding campaign and size of the grant awarded. 2.5 Specifically we would like you to address the following questions: a). what has been the impact of Heritage Endowments on an organisation's ability to manage their heritage in the longer term? b). to what extent has introducing the lower grant banding of PS250,000 through Heritage Endowments supported smaller organisations? c). how can heritage organisations effectively engage with different types of donors in order to build an endowment fund (including effective/successful fundraising methods)? d). what factors contribute to successful endowment fundraising? e). how has the money awarded to resource campaigns been spent and to what extent has this been beneficial to grantees in supporting them to deliver their fundraising campaign? 2.6 We would like the contractor to organise and facilitate two opportunities for grantees to come together, network and build relationships, with the aim of sharing learning, insights and best practice to inform project delivery. . The emphasis will be on enabling, building capability and creating the right conditions for grantees to use and take up the learning. There should be a focus on sustainability so the networks and relationships can continue post Heritage Endowments funding. HLF will fund travel expenses for grantees but we expect the contractor to budget for venue hire, refreshments and facilitation. Value for money when choosing venues should be a consideration. A FULL DESCRIPTION IS INCLUDED IN THE TENDER DOCUMENT ATTACHED.",
"datePublished": "2017-10-23T12:20:40+01:00",
"status": "complete",
"classification": {
"scheme": "CPV",
"id": "73200000",
"description": "Research and development consultancy services"
},
"items": [
{
"id": "1",
"deliveryAddresses": [
{
"countryName": "British Oversea Territories"
},
{
"countryName": "Channel Islands"
},
{
"countryName": "Europe"
},
{
"countryName": "Isle of Man"
},
{
"countryName": "Rest of the World"
},
{
"countryName": "United Kingdom"
},
{
"countryName": "British Oversea Territories"
},
{
"countryName": "Channel Islands"
},
{
"countryName": "Europe"
},
{
"countryName": "Isle of Man"
},
{
"countryName": "Rest of the World"
},
{
"countryName": "United Kingdom"
}
]
}
],
"value": {
"amount": 30000,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure (below threshold)",
"tenderPeriod": {
"endDate": "2017-11-14T23:59:59Z"
},
"contractPeriod": {
"startDate": "2017-11-27T00:00:00Z",
"endDate": "2022-01-31T23:59:59Z"
},
"suitability": {
"sme": true,
"vcse": false
},
"mainProcurementCategory": "services",
"documents": [
{
"id": "1",
"documentType": "tenderNotice",
"description": "Opportunity notice on Contracts Finder",
"url": "https://www.contractsfinder.service.gov.uk/Notice/37e2ad0c-7a95-4209-9004-66dc1f384164",
"datePublished": "2017-10-23T12:20:40+01:00",
"format": "text/html",
"language": "en"
},
{
"id": "2",
"documentType": "tenderNotice",
"description": "Tender Document",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/6174923b-6ded-40c9-9777-38b1fb796d26",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
}
]
},
"parties": [
{
"id": "GB-GOR-PB175",
"name": "National Heritage Memorial Fund",
"identifier": {
"legalName": "National Heritage Memorial Fund",
"scheme": "GB-GOR",
"id": "PB175"
},
"address": {
"streetAddress": "Heritage Lottery Fund, 7 Holbein Place",
"locality": "London",
"postalCode": "SW1W 8NR",
"countryName": "England"
},
"contactPoint": {
"name": "HILARY LEAVY",
"email": "hilary.leavy@hlf.org.uk"
},
"details": {
"url": "http://www.hlf.org.uk"
},
"roles": [
"buyer"
]
},
{
"id": "GB-COH-09093788",
"name": "Hopkins Van Mill Creating Connection Ltd",
"identifier": {
"legalName": "Hopkins Van Mill Creating Connection Ltd",
"scheme": "GB-COH",
"id": "09093788"
},
"address": {
"streetAddress": "6a Dean's Yard London SW1P 3NP"
},
"details": {
"scale": "large",
"vcse": false
},
"roles": [
"supplier"
]
}
],
"buyer": {
"id": "GB-GOR-PB175",
"name": "National Heritage Memorial Fund"
},
"awards": [
{
"id": "ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d-1",
"status": "active",
"date": "2017-12-06T00:00:00Z",
"datePublished": "2018-05-01T09:38:28+01:00",
"value": {
"amount": 24900,
"currency": "GBP"
},
"suppliers": [
{
"id": "GB-COH-09093788",
"name": "Hopkins Van Mill Creating Connection Ltd"
}
],
"contractPeriod": {
"startDate": "2017-12-31T00:00:00Z",
"endDate": "2022-01-31T23:59:59Z"
},
"documents": [
{
"id": "1",
"documentType": "awardNotice",
"description": "Awarded contract notice on Contracts Finder",
"url": "https://www.contractsfinder.service.gov.uk/Notice/a772d01e-625b-4362-b857-291450054e5e",
"datePublished": "2018-05-01T09:38:28+01:00",
"format": "text/html",
"language": "en"
},
{
"id": "2",
"documentType": "tenderNotice",
"description": "Tender Document",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/6174923b-6ded-40c9-9777-38b1fb796d26",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
}
]
}
]
}