ROSS FRAMEWORK GRANTEE BENCHMARKING SURVEY

Overview of requirements: HLF procures a framework of specialists, entitled "Consultants" who provide mentoring, monitoring and expert advice to HLF funded projects across the UK.

Consultants are commissioned across all of the key stages of our grant development assessment and monitoring phases.

The framework is known as the Register of Support Services ("ROSS") and is split into 5 different Lots with Consultants covering different areas of heritage expertise.

HLF spend approximately £2.2million each year on the framework.

We are inviting proposals from suitable suppliers to undertake the delivery of a baseline survey to enable HLF to understand the perception of the ROSS Framework amongst the recipients of HLF funding ("Grantees") who receive support from the framework.

The objectives and purpose of the survey is to: • Obtain measurable data against which HLF can benchmark subsequent surveys.

The survey will give us a benchmark and subsequent survey(s) will demonstrate whether the grantees' experience and perception of the service provided by our ROSS Consultants has improved or deteriorated in a number of different areas. • Provide a unique insight into areas of improvement that we need to act on in order to get the most out of the ROSS Framework for the recipients of HLF funding.

Themes we want to explore with respondents: The survey should cover a number of metrics around grantees' perceptions of the value ROSS Consultants add to HLF funded projects.

This will allow HLF to monitor the performance of the ROSS Framework and the data can support any proposed changes to the way that we deploy ROSS Consultants in the future.

As a minimum, the survey should cover the following themes with the grantees: • How important do grantees rate the contribution of the ROSS consultant to the development/delivery of their project? • When and how does a ROSS intervention add the most value from a Grantee perspective? • In what area(s) of a ROSS commission is there most room for improvement from a Grantee perspective? • What types of projects/Grantees does a ROSS Consultant add least value to? • What works and what doesn't work with a ROSS Consultant?

HLF have not undertaken this survey previously.

1.5 Survey populations: The target population consists of approximately 700 active HLF funded projects across all regions of the UK who receive support from our ROSS framework.

On average projects receive 4 - 4.5 days' worth of ROSS Consultant support each year.

A FULL DESCRIPTION IS CONTAINED WITHIN THE ITT DOCUMENT.