Evaluation Consultants

Call for Tenders – Evaluation Consultants

Exeter Historic Building Trust has been awarded a National Lotter Heritage Fund grant of £250,000 for a three-year programme with two main strands:

  • widening audience participation
  • making a contribution to well-being

The Trust (EHBT) is seeking one or more consultants with proven experience of delivering evaluation in a publicly accessible heritage building to work with the project team to evaluate the quantitative and qualitative outputs and outcomes of the project to ensure that its aims are being met and that areas for improvement are identified and managed. In particular, planning the evaluation of the delivery of the project’s ambitions to develop the Priory as a community hub that engages new and harder to reach audiences, enhances peoples’ wellbeing, benefits the local economy and increases peoples’ understanding of sustainability and climate change.

The consultant(s) will be required to:

  • Develop an evaluation framework for the project providing a “theory of change” Logic model that sets out the links between activities, expected outputs and outcomes for all elements of the project, clearly mapping project and NLHF outcomes to the model.

Bidders may apply for one or both of the main strands.

In responding to the brief bidders should set out

  • Understanding of the Trust’s requirements
  • Methodology
  • Requirements from the Trust
  • Availability and constraints on availability
  • Day rates

Expressions of interest should be received by Wednesday 18th August 2021. They should be sent to enquiries@ehbt.org.uk and clearly headed NHLF EVALUATION – EXPRESSION OF INTEREST. A full bid should be received by 17th September 2021

For an informal discussion prior to any submission please contact

Primary role: Evaluation Framework, Development & Delivery

  • To develop the evaluation framework which responds appropriately to the project’s Audience Development and Activity plans that clearly identifies performance and quality indicators and the  data acquisition and sampling strategy and which is benchmarked against sector standards
  • To devise and agree an implementation plan specifying:
    – Evaluation catchment, i.e. communities and other stakeholders that may contribute to formative and summative assessments;
    – Baseline data requirements; responsibility for data gathering and analysis;
    – evaluation methodology
  • To provide an annual evaluation that will review progress to date, highlight success and lessons  learned and highlight any risks and the control measures that should be adopted.
  • To provide end of project summative evaluation report undertaking a consultation programme in the final months of the project, including a reflective workshop, to ensure that the final summative evaluation report and legacy programme collect appropriate and sufficient qualitative information.

Staff skills training and development

  • To develop an implementation and reporting programme to be conducted during the duration of project in conjunction with the project team, including details of the feedback mechanisms to be adopted to ensure that recommendations from the ongoing evaluation are implemented to maximise programme outcomes.
  • To help develop a set of evaluation tools with the project team to enable the project staff, partners, and volunteers to provide robust evidence to evaluate the impact of the project over its lifetime. These could include feedback forms / online surveys / focus groups / interviews, as well as more inventive approaches to capturing experiences to suit the engagement programmes under review.
  • To train and support staff, partners, and volunteers to collect monitoring and evaluation data through the project’s lifetime using the proposed tools.
  • where appropriate devise evaluation sessions, with input from the project team, establishing the best method (benchmarking / questionnaires / observation / focus groups / paper-based reviews/ prototypes etc.). Techniques employed should ensure that the evaluation approach is inclusive and will enable a range of visitors to contribute.

Research & Development

  • embed robust monitoring data collection methods at the outset of the project that will enable

the identification of the extent to which the project’s outcomes have been achieves and what has changed because of the project. Audiences and stakeholders should play a central part in the evaluation of the project. Both qualitative and quantitative data should be collected through appropriate and methodical ways of asking audiences questions that provide robust evidence.

  • deliver specialist qualitative research as appropriate, e.g., one to one interviews, focus groups with volunteers and key participants etic
  • use formative evaluation throughout the project’s lifespan to continually test and refine the success of activities and to monitor their impact.
  • subject any data collected to robust analysis.
  • demonstrate how evaluation findings have impacted on the ongoing success of the project.
  • ensure the evaluation is objective and free from bias and that the data collected is reviewed, collated, interpreted and clearly present to provide both snapshots of progress and performance and longitudinal information.
  • identify clear conclusions and recommendations to enable stakeholders and others to apply any lessons learned.
  • help identify the audience for the final report and the mechanisms for sharing learning, successes and issues identified in the evaluation.


The consultant should demonstrate extensive experience of:

  • developing evaluation frameworks and delivering formative and summative evaluation reports for relatively small projects, following NHL ’s evaluation guidance.
  • working with/for smaller charities with limited staff resources that rely on volunteers for much of their delivery and management.
  • developing and implementing a range of evaluation methods and tools in conjunction with a project team.
  • planning, overseeing, and supporting monitoring data collection by volunteers and project staff.
  • carrying out qualitative data gathering through e.g., questionnaires, interviews, focus groups, social media etc.
  • evaluating heritage projects that are seeking to widen audiences, engage local communities and enhance people’s’ wellbeing through the provision of activities, events and learning programmes.
  • evaluating heritage projects relating to historic buildings / community assets.

Commensurate with the size of the lottery project EHBT has an evaluation consultancy budget IRO of £8,000 (excluding printing etc)

Our Project Plan will be sent to bidders when an Expression of Interest is received

Addendum – Well-being

EHBT is mindful that measuring well-being impact can be open-ended and wish for  a defined, meaningful and useful piece of work showing whether the social and health strands of our work in our exciting three year project are making people feel better.