SIST EN 17429:2020

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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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

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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.
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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.
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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
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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]
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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
...