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Appointing Professional Advisers

This section describes ways of appointing the lead professional adviser you will need to help you carry out a grant-aided repair project in compliance with procurement regulations.

If you have already appointed an accredited surveyor or architect

If you are applying for grant from us and you have already appointed a building surveyor or architect with conservation accreditation, you will need to check that the way you appointed your professional adviser meets the procurement regulations as set out in the procurement process below. We will discuss this with you during the assessment of your application.

If you haven't already appointed an accredited surveyor or architect

If you have not already appointed a building surveyor or architect with conservation accreditation as lead professional adviser for your project you should do so following the relevant procurement process set out below. Please remember that your architect or building surveyor must have conservation accreditation. We will discuss this with you during the assessment of your application.

The procurement process

By the time you start your project you will need to have appointed professional advisers with the appropriate ability, experience and conservation knowledge, as set out in the Historic England Report (this is one of the conditions of the grant contract).

Once you have appointed a lead professional adviser for the project, you can ask them to help you appoint any other advisers set out in the Report. They can also advertise and seek tenders for the building works on your behalf. You should have a written contract with each of them.

Small professional appointments

Small professional appointments (up to £10,000) are unlikely to need to go through a tender process. But it will be necessary to demonstrate good value for money. This could be done by obtaining three written quotations on the basis of an open and transparent process which clearly states the criteria (where applicable) upon which the contract will be awarded.

Professional appointments

For professional appointments worth over £10,000 and where total public grants are no more than 50% it will be necessary to demonstrate good value for money by obtaining at least three written tenders. We recommend that you follow the process set out below.

For projects where one or more of the professional appointments is likely to be above £10,000 and total public grants are more than 50% we recommend that you appoint your main professional adviser following an advertised tender process using the documents in the related documents block below. This will involve:

Further guidance and model documents are available in the related documents block at the bottom of the page.

Other large projects

For a handful of very large projects there is a further requirement to advertise in the Official Journal of the European Union. You are therefore advised to check the detailed guidance and current thresholds for publicly funded works to be found on the Official Journal of the European Community website. The threshold is currently £111,676  for services where total public grants are more than 50%. If you think that your project is one of these please contact your local office.

Aggregation

Please note that this procurement process applies to appointments of professional advisers where it is expected that they will work on several phases of work to the same building within a five year period. This is called aggregation. So, where you expect several phases, you should add up the total value of fees for advisers of the same discipline (e.g. architect) for the whole five-year period to find out which threshold applies. Where the expected value of fees is just below a threshold you may want to follow the process for that threshold in case the cost does increase.

Further advice

You should keep records of the procurement process so that you can show how you have appointed the professional advisers. We may ask you for details of this.

The Royal Institute of British Architects (RIBA) and Royal Institution of Chartered Surveyors (RICS) also provide guidance on appointing an architect or building surveyor respectively.

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