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Outline of talk

Outline of talk. Who we are What is heritage Our grant programmes Case Studies Making a good application. Who we are. One of four lottery funders in Scotland Support heritage projects – all sizes and types Grants from £3,000 and up UK budget for 2009/2010 is £180 million

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Outline of talk

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  1. Outline of talk • Who we are • What is heritage • Our grant programmes • Case Studies • Making a good application

  2. Who we are • One of four lottery funders in Scotland • Support heritage projects – all sizes and types • Grants from £3,000 and up • UK budget for 2009/2010 is £180 million • Scotland budget £7.1 • Scotland Committee take decisions on grant requests up to £1m • Invested just over £500m in Scotland to date • Aims – learning, conservation and participation

  3. Who can apply We give priority to not-for-profit organisations Welcome single organisations or partnerships Private owners – public benefit greater than private gain Ownership requirements for works to land or buildings

  4. What is heritage?

  5. What is heritage? • Historic buildings and sites • Natural heritage (e.g. historic parks, biodiversity etc) • Museums, archives and collections • Industrial, transport & maritime heritage • ‘Intangible’ heritage (e.g. oral history, language and dialect, place names, cultural traditions etc)

  6. Built heritage Historic buildings Archaeological sites Historic cemeteries Bridges Monuments Churches Harbours Townscapes etc

  7. Natural Heritage • Woodland and forests • Mountains • Coasts and rivers • Bogs and wetlands • Species and habitats • Historic parks and gardens

  8. Museums, archives and collections Museums Archives and records Libraries (special collections) Old photographs

  9. Industrial, Maritime, transport heritage • Industries (e.g. mining, fishing, • agriculture) • Maritime • Transport – railways etc

  10. Cultural heritage Oral/ spoken history (people’s memories) History of language and dialects Place names Cultural traditions (festivals, stories, crafts) Heritage skills History of traditional music and dance Histories of people, communities, places and events

  11. Our aims • To help people to learn about their own and other people’s heritage; • To conserve the UK’s heritage for present and future generations to experience and enjoy; • To help more people, and a wider range of people, to take an active part in and make decisions about heritage of existing projects

  12. Our learning aim • What we mean by learning: • Not just about schools or children. • Must be focused on heritage • Offering opportunities for everyone to develop their understanding of heritage in an appropriate way • Three main ways: • Information/Interpretation e.g. exhibitions, trails, leaflets • Training and new skills - generic or specialist ie conservation • Events/activities – open days, workshops, tours, placements etc • Guidance • Learning, interpretation and training

  13. Our conservation aim • What we mean by conservation: • Looking after heritage items • Four main ways: • Helping people understand the heritage better • Repairing or improving the condition of heritage items, sites etc • Creating a new sustainable use for a heritage site or building • Improving the management and maintenance of heritage • Guidance • Conservation planning and management plans, buying heritage items and collections and land and buildings

  14. Our participation aim • What we mean by participation: • Getting people actively involved with their heritage • Three main ways: • Consulting communities to take an active part and have a say • Create opportunities for people to volunteer • Develop new or wider audiences • Guidance • Participation, volunteering and audience development

  15. Grant programmes • General programmes • Your Heritage – £3,000 to £50,000 • Heritage Grants – over £50,000 • Targeted programmes • Young Roots - £3,000 to £25,000 • Parks for People - £250,000 to £5 million • Repair Grants for Places of Worship – £10,000 to £250,000 • Townscape Heritage Initiative – £500,000 to £2 million • Landscape Partnerships - £250,000 to £2 million

  16. Your Heritage • Grants of £3,000 to £50,000 • For projects involving local heritage • Decision within 10 weeks • No application deadlines • Monthly delegated decision meetings • Can fund up to 100% but better to include partnership funding • Can apply for mentor support as part of grant • ‘First steps’ guidance

  17. The project developed a heritage trail in Kirkintilloch town centre. Eight stone plinths were erected at sites of historic interest and a leaflet was produced with a map of the heritage trail and additional historical information. One of the key strengths of this project was the involvement of local people. Older members of the community were interviewed about their memories of the town’s past and local primary schools took part in a competition to design a motif for each of the plinths. Programme: Your Heritage Heritage: Intangible Applicant: East Dunbartonshire Council Location: Kirkintilloch Grant: £45,200 Kirkintilloch Town Trail

  18. Heritage Grants • Grants over £50,000 • For heritage of regional/ national significance • Two round application process • 3 months assessment at each round + next decision meeting • No application deadlines • Average award is 50% of total project costs • Grants up to £1M decided by Committee for Scotland (over £1M decided by UK Trustees) • Development funding and mentoring support available

  19. The project combined a programme of capital works to improve the accessibility of the building and its collections and a new activities programme, led by a project development worker, targeting new and under-represented audiences. The museum now tells the story of the museum, its founders and the town, all in the context of its collections. Much of the project’s success was due to the significant input of local volunteers. Programme: Heritage Grants Heritage: Museums Applicant: Moray Council Location: Forres Award: £353,500 The Falconer Museum 

  20. Key pre-application messages • Heritage Grants: • Importance of learning and participation activities • Include related activities costs in budget • Reduced budget – less than £1M at each Committee meeting • Unlikely to fund many Heritage Grants over £500K • Keep grant request well below 50% of project costs • Impact of two round process on project timescales • Reduced assessment times – no time for further info etc • Development costs • Read guidance and ensure have everything on checklist • May need conservation statement at first round

  21. Young Roots • Grants of £3,000 to £25,000 • Projects must be led by young people and require a heritage partner • Aims to get 13-25 year olds involved in their heritage for the first time • Total project costs up to £50,000 • Projects up to 18 months • Decision within 10 weeks • No application deadlines • Can fund up to 100% but better to include partnership funding • Can apply for mentor support as part of grant • ‘First steps’ guidance

  22. The project involved a group of young people from Bo’ness Academy in researching the history of the Hippodrome – thought to be Scotland’s first purpose-built cinema and one of the town’s most well known landmarks. The project was a partnership between Space Unlimited, Falkirk Council and Bo'ness Academy and was designed to raise awareness of the building which had fallen into a state of disrepair. The young people interviewed the local community and captured their memories on a film which will be shown at the re-opening of the restored building. Programme : Young Roots Heritage: Intangible/cultural Applicant: Falkirk Council Community Services Location: Bo’ness, Falkirk Award: £6,800 Keeping the Hippodrome Story Alive Photo provided by James Stewart

  23. Making a good applicationAssessment Common pitfallsCompleting an application

  24. Is it a project? Is there a heritage focus? Are there learning and participation activities? Is the applicant a constituted, non-profit organisation? i.e. stand-alone, time-limited and additional to day-to-day activities e.g. a ramp or central heating in a historic building is not a heritage project e.g. volunteering, events, exhibitions, training etc (more in session 3) Must be led by a non-profit organisation (not individuals or private owners) Is it a HLF project?

  25. What we will assess • Value for money - overall benefits of the project in relation to the grant request • And how far your application shows that the project: • Is relevant to the UK’s heritage • Meets our aims for learning and conservation or participation • Is an appropriate response to a need or opportunity • Is well planned and managed • Is financially realistic and clear need for lottery funding • Your organisation is capable of delivering the project

  26. What we don’t fund • Repeats or continuation of existing projects • Salaries of existing staff (although we can contribute to full cost recovery for voluntary sector) • Core business or responsibilities (e.g. routine repairs) • Feasibility studies, business plans etc • New museums or heritage centres without existing collection of recognised importance • Buying heritage items less than 10 years old • Costs of travelling abroad

  27. Common pitfalls in projects • The project has no heritage focus or not enough heritage-related benefits • Weak learning and participation activities • Learning not related to heritage (e.g. too arts focused) • High costs of maintaining the project after its completion • Project is too ambitious for the organisation • Not enough partnership funding • Proposals not viable or sustainable • Applicant signed a contract for works before decision

  28. Completing your application • Take pre-application advice (and act on it!) • Describe what you want to do clearly and succinctly • Make sure the project costs add up • Assume we have no prior knowledge • Ask someone who does not know the project to read your draft application form • Leave enough time for assessment and don’t start the project before our decision • Make sure the right person signs the declaration and you send it to us within the time limit

  29. Other potential funders • For example: • Heritage agencies e.g. Historic Scotland, Scottish Natural Heritage and Museums Galleries Scotland • Local authority • Trusts and foundations • Community planning partnership/ regeneration agencies • European funding • Scottish Enterprise/LECs • We cannot accept other lottery funding as match

  30. How can we help? • Pre-application advice – online form • Grant surgeries – priority areas, first time applicants etc • Website www.hlf.org.uk: • Application materials • Guidance documents (see ‘First Steps’ notes) • Case studies – examples of projects we’ve funded • Resources (model of good practice etc)

  31. Contact us Heritage Lottery Fund 28 Thistle Street Edinburgh EH2 1EN 0131 225 9450 Scotland@hlf.org.uk

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