---
title: "HERITAGE ENDOWMENT"
ocid: "ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NATIONAL HERITAGE MEMORIAL FUND"
published: "2018-05-01"
---

# HERITAGE ENDOWMENT

Buyer: NATIONAL HERITAGE MEMORIAL FUND  
Current stage: Award  
OCID: ocds-b5fd17-717221bd-d7d8-4215-88ff-172802abd50d

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## Summary

The National Heritage Memorial Fund is seeking a contractor for the 'Heritage Endowment' project, which falls under the 'Research and development consultancy services' industry category. This procurement process is currently in the Award stage, following the tender period that ended on 14 November 2017. The total value of the contract is £30,000, with the contract period commencing on 27 November 2017 and concluding on 31 January 2022. Interested parties may review additional details to gauge their compatibility with the project's objectives.

This tender presents significant opportunities for businesses, especially those offering consultancy services relevant to heritage management and fundraising strategies. Small and medium-sized enterprises (SMEs) with expertise in sustainability and community engagement within the heritage sector are particularly well-suited to compete. By participating, businesses can contribute to valuable evaluations and networks that aim to enhance the effectiveness of endowment funds, which can lead to long-term partnerships and growth in the sector.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/a772d01e-625b-4362-b857-291450054e5e |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 May 2018 |
| Submission deadline | 14 Nov 2017 |
| Future notice date | Not specified |
| Award date | 6 Dec 2017 |
| Contract period | 31 Dec 2017 - 31 Jan 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £30,000 |
| Lots value | Not specified |
| Awards value | £24,900 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NATIONAL HERITAGE MEMORIAL FUND |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1W 8NR |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI33 Kensington & Chelsea and Hammersmith & Fulham |
| Local authority | Kensington and Chelsea |
| Electoral ward | Royal Hospital |
| Westminster constituency | Chelsea and Fulham |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | HOPKINS VAN MILL CREATING CONNECTION |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services

### Codes

- 73200000 - Research and development consultancy services

## Release History

- 1 May 2018 at 08:38 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/a772d01e-625b-4362-b857-291450054e5e
- 23 Oct 2017 at 11:20 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/37e2ad0c-7a95-4209-9004-66dc1f384164

## 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
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/6174923b-6ded-40c9-9777-38b1fb796d26
  Tender Document

## Notice URLs

- http://www.hlf.org.uk

## Provenance

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