Guidance for Tendered Projects
Heritage Protection Commissions and Capacity Building Programme
This guide will help you through the process of tendering for work from Historic England through the Heritage Protection Commissions and Capacity Building Programme. It is written for those considering submitting a tender. It will provide you with information on how to prepare your submission, the approval process and the management of your project to its conclusion.
This updates our Guidance for Tendered projects published in 2023.
It is one of two guidance documents to assist in the preparation of an application for grant funding or a tender for projects where Historic England has issued a project brief. The other document is Guidance for Grants Projects which covers:
- Grants requests and processes
- Editorial work
- Publication grants
- Storage grants
- Digital Storage grants
- National Planning Policy Framework (NPPF) assistance cases
Contents
Introduction
1. Where to find contract opportunities
2. Preparing your project design
3. Tender assessments, contract award and carrying out the project
4. Completing the project
5. Digital archiving
6. Online access to OASIS
7. Data Management Plans and Statements
8. Research ethics
9. Climate Change
10. Modern Slavery
11. Equality and diversity
12. Complaints Procedure
Appendix 1 - Application Documentation
Appendix 2 - Progress Documentation
Appendix 3 - Accessibility
Changes to guidance
July 2024
- Section 2 (Preparing your Project Design):
- Section 2.11 capital equipment section updated to state up to £2,000 can be applied for, that invoices of purchases over £250 need to be sent to HE, and that justification for these costs is needed
- Section 2.12 sentence on inflation updated.
- Section 8 (Research Ethics): Last sentence was removed.
- Section 9 (Climate Change): Addition of one sentence and slight amendments to the text.
- Section 12 (Complaints Procedure): Name of Senior Officer Responsible updated.
- Appendix 1 (Suggested format for project designs):
- Research Ethics section was updated with a sentence about completing proforma
- Product, community, engagement, and archive section includes added details about the Research Report Series and accessibility
- Appendix 3: Additional link to information on creating accessible digital documents added.
December 2023
- Front cover photo changed
- Summary page
- edition date changed, and photo credit changed
- Section 2.4
- page 8 - details added on what is not included in direct costs but included in overheads instead.
- Section 2.8
- page 9 - details of what is an overhead included.
- Section 2.12
- page 10 - inflation figures 24/25 update, 2025/6 and 2026/27 added. Link to figures updated.
- Section 3.3
- page 12 - section on quality of draft reports/products added.
- Section 4.1
- page 15 - replaced with revised text.
- Appendix 3
- Extra info on accessibility added.
- Page 37 version number and date changed.
- Throughout the document contact details changed to a general email address
July 2023
- Introduction section
- six corporate priorities from Corporate plan 23-26 added.
- Section 2.12 Inflation and VAT
- Information on VAT updated and made clearer.
- Inflation rate for 23/24 removed.
- Section 8 added on Research Ethics.
- Appendix 1
- UK Educational Institution ID added to Project Design control grid
- Research Ethics section and policy details section added into suggested format of PD template.
- Appendix 2
- Research Ethics questions added to closure report template.
Additional Information
- Series: Guidance
- Publication Status: Completed
- Pages: 38
- Product Code: HEAG068
Accessibility
If you require an alternative, accessible version of this document (for instance in audio, Braille or large print) please contact us:
Customer Service Department
Telephone: 0370 333 0607
Email: [email protected]
