EN 17429:2020

SLOVENSKI STANDARD
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
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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.

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

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.
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.
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
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, educationa
...