SIST EN 17429:2020
(Main)Conservation of cultural heritage - Procurement of conservation services and works
Conservation of cultural heritage - Procurement of conservation services and works
This document outlines the principles, processes and best practice for procuring conservation services and works for cultural heritage. This can embrace any conservation action or measure, whether it be a preventive measure, a remedial treatment, investigation, planning, policy, or project management, etc. The means of procuring such work will vary depending, among other things, on the scale of the work envisaged.
This document is not intended to override or conflict with European and national legislation covering procurement. Rather, it is to be read alongside relevant regulations covering procurement and is technically specific to the conservation of cultural heritage.
This document is intended to be used
- by buyers or commissioners of conservation work (e.g. custodians, public or private individuals, collecting institutions, conservation specialists, conservation funding organisations etc.) and
- by those individuals and enterprises seeking to carry out conservation work.
It is not intended to be used by institutional custodians as a means of directing work to their own staff.
NOTE In this document the term "object" is used for object, objects and collections.
Erhaltung des kulturellen Erbes - Beschaffung von Konservierungsarbeiten
Dieses Dokument beschreibt die Grundsätze, Prozesse und bewährten Verfahren für die Beschaffung von Dienstleistungen und Arbeitsleistungen der Konservierung-Restaurierung für kulturelles Erbe. Dies kann jede Konservierung-Restaurierung umfassen, sei es eine präventive oder stabilisierende Maßnahme, eine Untersuchung, Planung, Strategie oder Projektmanagement usw. Dieses Dokument umfasst verschiedene Wege zur Beschaffung, die unter anderem vom Umfang der geplanten Arbeit abhängen.
Dieses Dokument ist zum Mitlesen neben den einschlägigen Vorschriften für die Beschaffung gedacht, und ist fachspezifisch für die Erhaltung des kulturellen Erbes.
Dieses Dokument ist nicht dazu bestimmt, die europäische und nationale Gesetzgebung zur Beschaffung außer Kraft zu setzen oder mit ihr in Konflikt zu geraten.
Dieses Dokument ist zur Verwendung bestimmt
- durch Auftraggeber von Arbeiten der Konservierung-Restaurierung (z. B. Kuratoren, öffentliche oder private Personen, Sammlungseinrichtungen, Konservierungs-Restaurierungsspezialisten, Organisa-tionen zur Finanzierung von Konservierung-Restaurierung usw.) und
- durch diejenigen Personen und Unternehmen, die Arbeiten der Konservierung-Restaurierung durchführen möchten.
Conservation du patrimoine culturel - Acquisition de services et de traveaux de conservation
Le présent document décrit les principes, les processus et les meilleures pratiques de passation de marchés de services et de travaux de conservation-restauration du patrimoine culturel. Cela peut inclure toute action ou mesure de conservation-restauration : mesure préventive, traitement curatif, étude, programmation, stratégie, gestion de projet, etc. Le présent document présente les moyens de passer ces marchés qui varient en fonction notamment de l'ampleur du travail envisagé.
Le présent document est destiné à être consulté en parallèle aux réglementations pertinentes en matière de passation de marchés et il est techniquement spécifique à la conservation du patrimoine culturel.
Le présent document n'a pas vocation à remplacer ni à contredire les lois européennes et nationales relatives à la passation de marchés.
Le présent document est conçu pour être utilisé par les entités suivantes :
- les commanditaires de travaux de conservation-restauration (par exemple, conservateurs, personnes publiques, particuliers, institutions de collecte, spécialistes de la conservation, organismes de financement de travaux de conservation-restauration, etc.) ; et
- les personnes et entreprises qui souhaitent soumissionner des travaux de conservation restauration.
Ohranjanje kulturne dediščine - Naročanje konservatorskih storitev in del
General Information
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN 17429:2020
01-november-2020
Ohranjanje kulturne dediščine - Naročanje konservatorskih storitev in del
Conservation of cultural heritage - Procurement of conservation services and works
Erhaltung des kulturellen Erbes - Beschaffung von Konservierungsarbeiten
Conservation du patrimoine culturel - Acquisition de services et de traveaux de
conservation
Ta slovenski standard je istoveten z: EN 17429:2020
ICS:
97.195 Umetniški in obrtniški izdelki. Items of art and handicrafts.
Kulturne dobrine in kulturna Cultural property and
dediščina heritage
SIST EN 17429:2020 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN 17429:2020
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SIST EN 17429:2020
EN 17429
EUROPEAN STANDARD
NORME EUROPÉENNE
August 2020
EUROPÄISCHE NORM
ICS 97.195
English Version
Conservation of cultural heritage - Procurement of
conservation services and works
Conservation du patrimoine culturel - Passation de Erhaltung des kulturellen Erbes - Beschaffung von
marchés de services et de travaux de conservation- Dienstleistungen und Arbeitsleistungen der
restauration Konservierung-Restaurierung
This European Standard was approved by CEN on 5 July 2020.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 17429:2020 E
worldwide for CEN national Members.
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SIST EN 17429:2020
EN 17429:2020 (E)
Contents Page
European foreword . 3
Introduction . 4
1 Scope . 5
2 Normative references . 5
3 Terms and definitions . 5
3.1 Conservation terms . 6
3.2 Procurement terms . 7
4 Overview/General – Procurement process . 8
5 Expressing the need . 9
5.1 Decision making . 9
5.2 Expertise required . 9
6 Procurement methods . 10
6.1 Factors influencing the selection of the procurement method . 10
6.2 Nomination . 10
6.3 Competition . 10
7 Drawing up a specification . 11
7.1 Conservation specific content. 11
7.2 Administrative content . 12
7.3 Other considerations . 12
7.4 Prior investigation . 13
7.5 Potential conflicts of interest . 13
8 Issuing a tender notice . 13
9 Pre-selection and eligibility screening . 14
10 Invitation to tender . 14
11 Evaluation . 15
12 Contracting . 15
13 Documentation of procurement . 15
Annex A (informative) Matrix of a selection criteria . 16
Bibliography . 17
2
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SIST EN 17429:2020
EN 17429:2020 (E)
European foreword
This document (EN 17429:2020) has been prepared by Technical Committee CEN/TC 346 “Conservation
of cultural heritage”, the secretariat of which is held by UNI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by February 2021, and conflicting national standards shall
be withdrawn at the latest by February 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland,
Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North
Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United
Kingdom.
3
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SIST EN 17429:2020
EN 17429:2020 (E)
Introduction
Conservation of cultural heritage frequently calls for the engagement at an agreed price of conservators,
conservation organisations or businesses or other contractors to carry out the services or work or part
of it. The conservation process may require a diverse range of skills and professionals. The selection of
contractors, especially for larger conservation projects can be a complex matter and is a skilled process
which is used to ensure the best outcomes for cultural heritage and its significance at an appropriate
price. The process of acquiring conservation services and works is here called procurement.
The procurement of conservation services and works requires relevant technical and procedural know-
how. Although frameworks, regulations, standards, procedures and regimes for public procurement do
exist institutionally, nationally and internationally, they are rarely sufficient to guide clients to the
informed decisions particular to the often complex challenges presented by cultural heritage objects. The
aim of this document is to offer recommendations based on best practice. Together with EN 16853, this
document outlines the important stages of procurement leading to outcomes which respect both the
significance of the objects and the needs of stakeholders.
This document is intended to achieve fairness in procurement by ensuring that requirements are clearly
and accurately defined and specified and by encouraging transparency of decision-making, particularly
in competitive situations. The process and its fairness can help to search best definition of needs and final
responses to it, when competences and sufficient resources are committed to the related project.
This document does not offer an overview on national or European requirements. It simply reminds the
reader at selected points to consider whether relevant guidelines and regulations exist.
Another factor which is rather special to conservation procurement is the intellectual property rights,
especially when prior report of the work proposed is undertaken or an existing document is used as a
basis for inviting tenders. The procedures recommended are designed to ensure that those rights, as well
as non-disclosure agreements, confidentiality and copyright are protected.
Generally speaking, there is a spectrum of procurement methods. At one end, there could be a decision
by an individual owner of a damaged object who wants to ask a conservator to assess, define and quote
for work to remedy or protect it. At the other, there is a large institution bound by procurement
regulations for large contracts and/or just to secure good quality and sound economical housekeeping
that wishes to open up a competitive process for proposals and quotations for services and works.
4
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SIST EN 17429:2020
EN 17429:2020 (E)
1 Scope
This document outlines the principles, processes and best practice for procuring conservation services
and works for cultural heritage. This can embrace any conservation action or measure, whether it be a
preventive measure, a remedial treatment, investigation, planning, policy, or project management, etc.
This document encompasses different routes to procurement depending among other things, on the scale
of the work envisaged.
This document is intended to be read alongside relevant regulations covering procurement and is
technically specific to the conservation of cultural heritage.
This document is not intended to override or conflict with European and national legislation covering
procurement.
This document is intended to be used
— by commissioners of conservation work (e.g. custodians, public or private individuals, collecting
institutions, conservation specialists, conservation funding organisations, etc.), and
— by those individuals and enterprises seeking to carry out conservation work.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
EN 15898:2019, Conservation of cultural heritage — Main general terms and definitions
EN 16095, Conservation of cultural property — Condition recording for movable cultural heritage
EN 16096, Conservation of cultural property — Condition survey and report of built cultural heritage
EN 16853:2017, Conservation of cultural heritage — Conservation process — Decision making, planning
and implementation
3 Terms and definitions
For the purposes of this document, the terms and definitions given in EN 15898 and the following apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at https://www.iso.org/obp/ui
5
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SIST EN 17429:2020
EN 17429:2020 (E)
3.1 Conservation terms
3.1.1
conservation
conservation-restoration
measures and actions aimed at safeguarding cultural heritage while respecting its significance, including
its accessibility to present and future generations
Note 1 to entry: Conservation includes preventive conservation, remedial conservation and restoration.
Note 2 to entry: The term “preservation” is also used, e.g. in libraries and archives.
Note 3 to entry: All conservation actions are based on documentary and/or material evidence.
[SOURCE: EN 15898:2019, 3.3.1]
3.1.2
cultural heritage
tangible and intangible entities of significance to present and future generations
[SOURCE: EN 15898:2019, 3.1.1]
3.1.3
value
aspect of importance that individuals, communities or society assign(s) to an object, ensemble or
collection in a particular context
Note 1 to entry: Values can be of different types, for example: artistic, symbolic, historical, social, economic,
scientific, educational, technological, functional etc.
Note 2 to entry: The assigned value can change according to circumstance, e.g. how the judgement is made, the
context and the moment in time. Value should always be indicated by its qualifying type.
[SOURCE: EN 15898:2019, 3.1.6]
3.1.4
significance
combination of all the values assigned to an object, ensemble or collection
[SOURCE: EN 15898:2019, 3.1.7]
3.1.5
object
single manifestation of tangible cultural heritage
Note 1 to entry: The term “object” is used in this standard for cultural heritage, both immovable and movable. In
specific professional contexts, other terms are used: e.g. “artefact”, “cultural property”, “item”, “site”, “building”,
“monument”, “specimen”, “structure”, “cultural landscape”, “document”.
[SOURCE: EN 15898:2019, 3.1.3]
6
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SIST EN 17429:2020
EN 17429:2020 (E)
3.1.6
condition report
record of condition for a specific purpose, dated and authored
Note 1 to entry: A condition report normally results from a condition survey.
[SOURCE: EN 15898:2019, 3.6.5]
3.2 Procurement terms
3.2.1
procurement
process of acquiring conservation services and works
3.2.2
commissioner
individual or organization responsible for cultural heritage seeking the services or works of a specialist
individual or enterprise to provide conservation services or works
Note 1 to entry: This can include custodians, public or private individuals and institutions or conservation
specialists, conservation funding organisations, etc.
3.2.3
contractor
person or enterprise that supplies the services or works
Note 1 to entry: For the purposes of this document, ‘contractor’ refers to the party providing the services or
works. Even though in some nations or languages, the word contractor is used for both sides of a contract
(commissioner and provider).
3.2.4
pre-qualification
threshold used to filter a selection process
Note 1 to entry: For the selection of conservation this may include qualifications, expertise, reference,
governance, financial health, health and safety, insurance.
3.2.5
specification
detailed description containing all elements of a commissioner's requirements
3.2.6
tender notice
document that alerts prospective contractors to the nature of the services or works required by the
commissioner and contains sufficient information to justify a response
3.2.7
tender document
document which the commissioner makes available to candidates and tenderers in a procedure for the
award of a contract. This includes, among other things, the invitation to submit a tender, the application
conditions and the contractual documents consisting of the specification and the contractual conditions.
7
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SIST EN 17429:2020
EN 17429:2020 (E)
3.2.8
tenderer
person or organization that submits a tender offer
[SOURCE ISO 10845-1:2010, 3.47]
3.2.9
tender offer
written proposal to carry out services or works in accordance with the conditions and criteria specified
in the invitation to tender, usually at a stated price
3.2.10
method statement
detailed description of the way a service, work, task or process is to be completed
4 Overview/General – Procurement process
The procurement process described in this document follows the overview given in Table 1.
Table 1 — Steps of the procurement process
Clause in
Steps of the
Major input Major output this
procurement process
document
1) Expression of need General identification, Definition of project aims
investigation, diagnosis
5
(basic) of object to be
conserved
2) Determination of Context, resources, Method; if nomination (see
6
procurement method restrictions for the project 6.2) move to step 6
3) Draw up specification Detailed identification, Specification document,
investigation, diagnosis of tender notice
object to be conserved and 7
method statement if
available
4) Share tender notice, Tender notice Expression of interest from
call for expressions of potential contractors 8
interest
5) Pre-selection Eligibility screening against Decision to proceed or not
9
criteria with identified tenderer(s)
6) Invite tenders Detailed specification Received tenders
10
against project aims
7) Evaluate Selection criteria Scoring against selection
criteria, identification of 11
preferred contractor
8) Commission the work Issued contract Signed contract 12
9) Documentation of Compilation of Specification, Scoring
procurement process procurement process including price 13
records comparisons, contract
8
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SIST EN 17429:2020
EN 17429:2020 (E)
5 Expressing the need
5.1 Decision making
To guide any conservation, information about the object shall be gathered and evaluated, including
identification, characterization of materials and construction as well
...
SLOVENSKI STANDARD
oSIST prEN 17429:2019
01-november-2019
Ohranjanje kulturne dediščine - Naročanje konservatorskih storitev in del
Conservation of cultural heritage - Procurement of conservation services and works
Erhaltung des kulturellen Erbes - Beschaffung von Konservierungsarbeiten
Conservation du patrimoine culturel - Acquisition de services et de traveaux de
conservation
Ta slovenski standard je istoveten z: prEN 17429
ICS:
97.195 Umetniški in obrtniški izdelki. Items of art and handicrafts.
Kulturne dobrine in kulturna Cultural property and
dediščina heritage
oSIST prEN 17429:2019 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN 17429:2019
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oSIST prEN 17429:2019
DRAFT
EUROPEAN STANDARD
prEN 17429
NORME EUROPÉENNE
EUROPÄISCHE NORM
August 2019
ICS 97.195
English Version
Conservation of cultural heritage - Procurement of
conservation services and works
Conservation du patrimoine culturel - Acquisition de Erhaltung des kulturellen Erbes - Beschaffung von
services et de traveaux de conservation Konservierungsarbeiten
This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee
CEN/TC 346.
If this draft becomes a European Standard, CEN members are bound to comply with the CEN/CENELEC Internal Regulations
which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
This draft European Standard was established by CEN in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC
Management Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, North
Macedonia, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United
Kingdom.
Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are
aware and to provide supporting documentation.
Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without
notice and shall not be referred to as a European Standard.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2019 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 17429:2019 E
worldwide for CEN national Members.
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oSIST prEN 17429:2019
prEN 17429:2019 (E)
Contents Page
European foreword . 3
Introduction . 4
1 Scope . 5
2 Normative references . 5
3 Terms and definitions . 5
3.1 General terms . 6
3.2 Terms related to procurement . 7
4 Overview/General . 8
4.1 Procurement process . 8
5 Expressing the need . 9
5.1 Decision making . 9
5.2 Expertise required . 9
6 Procurement methods . 10
6.1 Factors influencing the choice of the procurement method. 10
6.2 Nomination . 10
6.3 Competition . 11
7 Drawing up a specification . 11
7.1 Conservation specific content. 11
7.2 General content . 12
7.3 Prior involvement . 13
8 Issuing a tender notice . 13
9 Pre-selection and eligibility screening . 14
10 Invitation of tender . 15
11 Evaluation . 15
12 Contracting . 15
13 Documentation of procurement . 16
Annex A (informative) Matrix of a selection criteria . 17
Bibliography . 18
2
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oSIST prEN 17429:2019
prEN 17429:2019 (E)
European foreword
This document (prEN 17429:2019) has been prepared by Technical Committee CEN/TC 346
“Conservation of cultural heritage”, the secretariat of which is held by UNI.
This document is currently submitted to the CEN Enquiry.
3
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oSIST prEN 17429:2019
prEN 17429:2019 (E)
Introduction
While the conservation of cultural heritage is often carried out by individuals within institutions, it
frequently calls for the engagement at an agreed price of conservators, conservation organisations or
businesses or other contractors (e.g. scientists) to carry out the work or part of the work. The selection
of contractors, especially for larger conservation projects can be a complex matter and is a skilled
process which is used to ensure the best outcomes for the heritage and its significance at an affordable
price. The process of acquiring conservation services and works is here called procurement.
The procurement of conservation services and works requires relevant technical and procedural know-
how. Although frameworks, regulations, standards, procedures and regimes for public procurement do
exist institutionally, nationally and internationally, they are rarely sufficient to guide clients to the
informed decisions particular to the often complex challenges presented by cultural heritage objects.
The aim of this document is to offer recommendations based on best practice to augment existing
procurement frameworks. Together with EN 16853, this document outlines the important stages of
procurement leading to outcomes which respect both the significance of the objects and the needs of
stakeholders.
This document is intended to achieve fairness in procurement by ensuring that requirements are
clearly and accurately defined and specified and by encouraging transparency of decision-making,
particularly in competitive situations. As well as benefiting the personnel and enterprises involved, it
will ensure the optimum conditions for the conservation of tangible cultural heritage.
Since it is the responsibility of an organization to identify relevant guidelines or requirements and to
apply them correctly, this document does not offer an overview on national or European requirements.
It simply reminds the reader at selected points to consider whether relevant guidelines and regulations
exist.
Another factor which is rather special to conservation procurement is the intellectual property rights of
the conservator, especially when a prior report of the work proposed is undertaken which is used as a
basis for inviting tenders. The procedures recommended are designed to ensure that those rights, as
well as non-disclosure agreements, confidentiality and copyright are protected.
Generally speaking, there is a spectrum of procurement methods. At one end, there could be a decision
by an individual owner of a damaged object who wants to ask a conservator to assess, define and quote
for work to remedy or protect it. At the other, there is a large institution bound by procurement
regulations for large contracts that wishes to open up a competitive process for proposals and
quotations for works. This document presents the various methods appropriate to that range of
circumstances.
4
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oSIST prEN 17429:2019
prEN 17429:2019 (E)
1 Scope
This document outlines the principles, processes and best practice for procuring conservation services
and works for cultural heritage. This can embrace any conservation action or measure, whether it be a
preventive measure, a remedial treatment, investigation, planning, policy, or project management, etc.
The means of procuring such work will vary depending, among other things, on the scale of the work
envisaged.
This document is not intended to override or conflict with European and national legislation covering
procurement. Rather, it is intended to be read alongside relevant regulations covering procurement and
is technically specific to the conservation of cultural heritage.
This document is intended to be used
— by buyers or commissioners of conservation work (e.g. custodians, public or private individuals,
collecting institutions, conservation specialists, conservation funding organisations etc.), and
— by those individuals and enterprises seeking to carry out conservation work.
It is not intended to be used by institutional custodians as a means of directing work to their own staff.
NOTE In this document, the term “object” is used for object, objects and collections.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
EN 15898:2011, Conservation of cultural property — Main general terms and definitions
EN 16095, Conservation of cultural property — Condition recording for movable cultural heritage
EN 16096, Conservation of cultural property — Condition survey and report of built cultural heritage
EN 16853:2017, Conservation of cultural heritage — Conservation process - Decision making, planning
and implementation
3 Terms and definitions
For the purposes of this document, the terms and definitions given in EN 15898 and the following apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at http://www.iso.org/obp
5
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oSIST prEN 17429:2019
prEN 17429:2019 (E)
3.1 General terms
3.1.1
conservation
measures and actions aimed at safeguarding cultural heritage while respecting its significance,
including accessibility to present and future generations
Note 1 to entry: Conservation includes preventive conservation, remedial conservation and restoration (see
[20]).
Note 2 to entry: The term “conservation-restoration” is mainly used in the field of movable cultural heritage.
Note 3 to entry: The term “preservation” is also used, e.g. in libraries and archives.
Note 4 to entry: All conservation actions are based on documentary and/or material evidence (see [9]).
[SOURCE: EN 15898:2011, 3.3.1]
3.1.2
cultural heritage
tangible and intangible entities of significance to present and future generations
[SOURCE: EN 15898:2011, 3.1.1]
3.1.3
value
aspect of importance that individuals or a society assign(s) to an object
Note 1 to entry: Values can be of different types, for example: artistic, symbolic, historical, social, economic,
scientific, technological, etc.
Note 2 to entry: The assigned value can change according to circumstance, e.g. how the judgement is made, the
context and the moment in time. Value should always be indicated by its qualifying type.
[SOURCE: EN 15898:2011, 3.1.5]
3.1.4
significance
combination of all the values assigned to an object
[SOURCE: EN 15898:2011, 3.1.6]
3.1.5
object
single manifestation of tangible cultural heritage
Note 1 to entry: The term “object” is used in this standard for cultural heritage, both immovable and movable.
In specific professional contexts, other terms are used: e.g. "artefact", “cultural property", “item”, “ensemble”,
“site”, ”building”, "fabric”.
[SOURCE: EN 15898:2011, 3.1.3]
6
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oSIST prEN 17429:2019
prEN 17429:2019 (E)
3.2 Terms related to procurement
3.2.1
procurement
process of acquiring conservation services and works
3.2.2
buyer
commissioner
individual or organization responsible for cultural heritage seeking the services of a specialist
individual or enterprise to provide conservation services
Note 1 to entry: This can include custodians, public or private individuals and institutions or conservation
specialists, conservation funding organisations, etc.
3.2.3
contractor
person or enterprise that provides the services or works
Note 1 to entry: In some nations or languages, the word contractor is used for both sides of a contract (buyer
and provider). For the purposes of this document, ‘contractor’ refers to the party providing the works or services.
3.2.4
specification
document describing a buyer’s requirements
3.2.5
tender notice
document that alerts prospective contractors to the nature of the services or works required by the
buyer and contains sufficient information to justify a response
3.2.6
tender document
document which the commissioner makes available to candidates and tenderers in a procedure for the
award of a contract. This includes, among other things, the invitation to submit a tender, the application
conditions and the contractual documents consisting of the specification and the contractual conditions.
3.2.7
tenderer
person or organization that submits a tender offer
[SOURCE ISO 10845-1:2010, 3.47]
3.2.8
tender offer
written proposal to carry out services or works in accordance with the conditions and criteria specified
in the invitation to tender, usually at a stated price, and which is capable of acceptance and conversion
into a binding contract
3.2.9
method statement
document that details the way a work, task or process is to be completed
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3.2.10
condition report (en)
constat d’état (fr), rapport d'évaluation de l'état (Syn.) (fr)
10
Zustandsbericht (de)
record of condition for a specific purpose, dated and authored
Note 1 to entry: A condition report normally results from a condition survey.
[SOURCE: EN 15898:2011, 3.6.5]
4 Overview/General – Procurement process
The procurement process described in this document follows the overview given in Table 1.
Table 1 — Steps of the procurement process
Clause in
Steps of the
Major input Major output this
procurement process
document
1) Expression of
General identification, Definition of project aims
need
investigation, diagnosis
5
(basic) of object to be
conserved
2) Selection of
Context, resources, Selected method
procurement
restrictions for the project 6
method
3) Draw up
Detailed identification, Specification document,
specification
investigation, diagnosis of tender notice
7
object to be conserved and
method statement
4) Share tender
Tender notice Expression of interest from
notice, call for
potential contractors
8
expression of
interest
5) Pre-selection
Eligibility screening against Decision to progress,
9
criteria Identified tenderer(s)
6) Invite tenders
Detailed specification Received tenders
10
against project aims
7) Evaluate
Selection criteria Scoring against selection
11
criteria, identified preferred
contractor
8) Commission the
Issued contract Signed contract
12
work
9) Documentation of
Specification, Scoring
procurement
including price comparisons, 13
process
contract
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5 Expressing the need
5.1 Decision making
When it is perceived or asserted that an object requires conservation, a decision to take action should
be made where:
— conservation will retain or enhance the significance of an object, e.g. for display or exhibition or
research, and/or
— conservation prevents the object or its significance from being lost.
— To guide this decision, information about the object shall be gathered and evaluated, including
identification, characterization of materials and construction as well as the significance of the
object (see EN 16853:2017, Clause 6). In order to maintain significance, it is important to consider
which stakeholders should be involved.
When a decision has been made to undertake conservation, the project aims shall be defined and
recorded and should include the following:
— a statement of the significance of the object;
— a description of the object’s intended use following conservation, including its anticipated locatio
...
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