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West lothian HLF briefing april 13
- 2. Outline of seminar Background: Who is HLF? What is heritage? HLF’s grant programmes Making a good application How can we help?
- 3. Who we are • One of four lottery funders in Scotland • Support heritage projects – all sizes and types • Funding projects that make a lasting difference to heritage and people • Fund a variety of heritage through 16 different programmes
- 4. Priority Areas • 3 Priority Areas in Scotland for 2013 – 2018 • 2 further Secondary Areas • Dedicated Development Officer for each Priority Area • Additional support to bring forward good applications
- 5. Priority Area Case Study Falkirk was a Priority Area from 2008 – 2013. In these 5 years they doubled the HLF investment of the previous 14 and successfully brought forward a wide range of projects. These included Church repair projects, Young people led projects, Townscape Heritage, projects working in collaboration with other national or local authority led partnerships and large number of small grants focussed on local heritage.
- 6. A lasting difference for heritage and people Strategic Framework 2013 – 2018
- 7. Funding Good news HLF will award £400m this year to projects across the UK - more than twice as much as we expected in 2008 But challenging economic conditions and continued pressure on public sector finances
- 8. New opportunities • Digital • Skills • Sustainability • Heritage at risk • Environment
- 9. What do we fund? • Is there a heritage focus? • Is it a project? – cannot fund core costs • We give priority to not-for-profit organisations* • Ownership requirements for land, objects or buildings • Funding from £3,000 upwards!
- 11. 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) “Heritage is our legacy from the past, what we live with today and what we pass on to future generations.” UNESCO
- 12. Built heritage • Historic buildings • Archaeological sites • Historic cemeteries • Bridges • Monuments • Churches • Harbours • Townscapes etc
- 13. Natural Heritage • Woodland and forests • Mountains • Coasts and rivers • Bogs and wetlands • Species and habitats • Historic parks and gardens
- 14. Cultural heritage For example: 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
- 15. Museums, archives and collections • Museums • Archives and records • Libraries (special collections) • Old photographs
- 16. Industrial heritage • Industries (e.g. mining, fishing, agriculture) • Maritime • Transport – railways etc
- 17. Grant Programmes
- 18. A lasting difference Heritage People Communities Better managed In better condition Better interpreted and explained Identified and/or recorded Developed skills Learnt about heritage Changed their attitudes or behaviour Had an enjoyable experience Volunteered time Environmental impacts will be reduced More people will have engaged with heritage Organisations will be more resilient Local economies will be boosted Local communities will be a better place to live In assessing projects we will look at the benefits it will bring to the heritage, people and communities. We call these ‘outcomes’.
- 19. Grant Programmes Sharing Heritage • Celebrating community heritage • Grants from £3,000 - £10,000 • Not-for-profit groups • 8 week assessment • No application deadline • Projects have to meet minimum of one outcome for people
- 20. Grant Programmes Other programmes up to £10,000 • Start-up grants • Catalyst Small grants • First World War: now and then • Celebrate
- 21. Grant Programmes Our Heritage • Replaces Your Heritage programme • All types of heritage project • Grants from £10,000 - £100,000 • 8 week assessment • No application deadlines • Prioritise not-for profit groups but can also fund private individuals and organisations* • Projects have to meet minimum of one outcome for heritage and one outcome for people
- 22. Grant Programmes Young Roots • For projects led by Young People aged 11 – 25 • Relaunched Feb 13 • Grants from £10,000 - £50,000 • 8 week assessment • No application deadlines • Encourages partnerships between Youth and Heritage Organisations • Emphasis on developing young people’s skills and engaging with heritage
- 23. Our Grant Programmes Grants for Places of Worship • Grants from £10,000 - £250,000 • 2 round process • Run with Historic Scotland • High-level, urgent repairs • Scope extended to provide facilities to make buildings sustainable (up to 15% of total cost) • Projects will need to meet minimum of one outcome for heritage and one outcome for communities
- 24. Our Grant Programmes Heritage Grants • Grants from £100,000 + • Two round process • Scotland committee makes decision for requests up to £2million • Regular deadlines • Can apply for development funding • For not-for-profit organisations and partnerships lead by not-for-profit organisations • Projects have to meet minimum of one outcome for heritage, one outcome for people and one outcome for communities (up to £2million)
- 25. Our Grant Programmes Other programmes £100,000 + • Parks for People • Townscape Heritage • Landscape Partnerships • Heritage Enterprise
- 26. Project enquiry First round application Development phase Second round application Delivery phase Application process
- 27. Making a good application What we will assess Completing an application
- 28. What we will assess • Value for money - overall benefits of the project in relation to the grant request And how your application shows that the project: • Has a clear heritage focus • Meets our outcomes for heritage, people and communities • Is an appropriate response to a need or opportunity • Is financially realistic and has a clear need for lottery funding • Is well planned and managed • Will be delivered by an organisation capable of completing the project
- 29. Decision-making Committee/ Board considerations: Value for money Case for public funding and risks of not doing project Need for HLF funding in particular Projects of exceptional value and lasting importance How much funding an area has already received and if it is a priority area
- 30. What we are unlikely to fund Projects outside the UK Salaries of existing staff (we can contribute to full cost recovery for voluntary sector) Core business or responsibilities (e.g. routine repairs) Projects that promote the cause or beliefs of political or faith organisations
- 31. Common pitfalls in projects The project has no heritage focus Project has already started Project delivers what could be considered ‘everyday work’ of an organisation Project is too ambitious for the organisation High costs of maintaining the heritage/benefits after project completion Not enough partnership funding No activities to engage people/communities
- 32. The application journey Idea! • Read the relevant guidance • Fill in a project enquiry form online • Act on advice given by Development Officer Application • Describe what you want to do clearly and succinctly • Assume we have no prior knowledge • Make sure the project costs add up • Ask someone who does not know the project to read a draft application form • Attach any supporting documents and submit online • Leave enough time for assessment Project • If you’re successful you must apply to HLF for permission to start (don’t begin without us!) • Keep in touch – regular updates and photos are a must
- 33. How can we help? • Project Enquiry advice – online form • Monthly advice surgeries in Edinburgh • Find us at Funding Fairs and Events (info on website) • Ebulletin • Website www.hlf.org.uk : • Application materials • Guidance documents • Case studies – examples of projects we’ve funded • Resources (model of good practice etc) • Mentor support
- 34. Contact us Megan Combe, Development Officer Heritage Lottery Fund 38 Thistle Street Edinburgh EH2 1EN 0131 225 9450 MeganC@hlf.org.uk
Editor's Notes
- 4 lottery funders BIG, sportscotland, Creative Scotland & HLF. Wholly lottery funded Edinburgh office for Scotland – 17 members of staff & development team of 3, who advise anyone interested in applying to HLF and work with organisations from all over scotland to get in strong applications. Thanks to strong lottery sales and the funding for the olympics going back into the pot the UK budget is at an all-time high, with £400million to distribute this year. grants from £3k - £20million (and counting – largest so far has been to the Riverside museum in Glasgow) for all types of heritage projects 16 programmes – will outline later in presentation, but hopefully means there will be one for the project you have in mind!
- West Lothian one of our 3 priority areas – others D&G & WD. Also Fife and East Ayrshire. All very different areas WL has been selected as we haven’t has many applications from this area and I’m here to work with you and anyone interested in bringing forward projects to us – there’s so much heritage here – I’m just discovering so much of it – and hopefully lots of opportunities for projects.
- While we put extra resource into priority areas it’s important to point out that we don’t put any extra money, or ring-fence any funding. All the applications that came forward from Falkirk, and any of our previous priority areas, and WL when we get them in, are assessed in competition with all the others that come forward from scotland – so that we continue to be fair and equal with lottery players money. The benefits though are that you have support from HLF and that we understand the issues and heritage of your local area really well, will work with local organisations to help support group and can give you more advice. Also quite a good time to become a priority area as we’ve just launched our new strategic framework and we’re trying to be more flexible in our approach and make applying for smaller grants simpler.
- Launched new Strategic Framework in summer of 2012, can download from our website. Framework rather than plan – flexibility to respond as needed Approach: not just what a project will do, what difference it will make - to heritage, people (as individuals), and communities > outcomes Have launched most of new programmes and the first decisions in April 2013. Keeping all existing programmes (updated and improved e.g. shorter decision times, and higher grants available) some new programmes new opportunities for funding – responding to changing funding environment, significant national events, and developments in the sector more straightforward application process for smaller grants
- £400m budget for UK Scotland budget (grants up to £2m for open programmes) approx. £15m for 2013/14 Government has restored the 20% share to HLF from lottery money that is spent on “good causes”, the impact of the Olympics reaching completion, and the outstanding performance of the lottery ticket sales to date. Clearly, this is very welcome at a time when there is so much pressure on public finances. Lottery funding cannot take the place of public funding – nor should it – but it can make an important contribution to improve the condition and access to our heritage.
- 1) HLF wants to make sure that the sector makes the most of harnessing important digital opportunities. So, we will now fund projects whose main or sole focus is using digital technology that will give access to our heritage, to enable people to learn about heritage, and to develop interactive experiences of heritage that engage people . We are asking organisations to make their digital content widely available and free to use and re-use . This change means that HLF will be engaged and able to support digital outputs in heritage projects in a way that we haven’t in the past. For larger projects , it will be an expectation as part of engaging and getting people involved in the heritage Digital guidance is available on our website 2) Supporting people to develop skills that will help to preserve and maintain our heritage: traditional skills in construction, nature conservation to protect habitats and species, heritage management skills 3) Financial sustainability: develop capacity and skills in fundraising from non-public sources, helping heritage organisations to re-assess how they work through strategic and business planning – this support is for organisations whose main focus is looking after and/or engaging people with heritage 4) ‘Why now’ question 5) Environmental impact of the projects: Carbon emissions increasing or decreasing, more energy efficient – footprint tool to help assess this
- Our new strategic framework (more on that later) is less prescriptive about what we don’t fund. We will look for there to be a heritage focus and generally replicas or recreations aren’t very competitive as they don’t have as much of a heritage focus. Similarly overseas travel (to and/or from the UK) isn’t going to be able to deliver very good value for money and so is less likely to be funded. And we won’t fund projects that promote the cause or beliefs of political and faith organisations. *but can fund private organisations and individuals in some of our smaller programmes, if they demonstrate a step-change in their access to the public.
- One of the first things the application form will ask you is “what is the heritage that your project focuses on?” So, using this slide as inspiration, please in small groups come up with 10 heritage things that your project could focus on; 10 things you could do to explore or research heritage; 10 ways you could share heritage
- UNESCO world heritage definition Anything from the past that you want to share and sustain for the future. HLF doesn’t define heritage – it’s up to you to show us. Take a quick look at all the different types of heritage that we have supported projects in, and then move on to the grant programmes.
- Start with what most people will think about first when they think about heritage – buildings. We can help listed buildings improve their access to the public local communities engage with their archaeology Encourage research and conservation of scheduled ancient monuments Also: THI programme (£500k - £2m) for grants to help communities regenerate conservation areas Grants for Places of Worship (in partnership with Historic Scotland) max grant is £250k to make churches etc wind and watertight Examples of our support for built heritage: Restoration and interpretation of the Historic Building, Alloway Auld Kirk made famous in Burns’ Tam o’Shanter – South Ayrshire Council (£136,000) Bronze Age settlement on Unst , the Northern tip of Shetland - archaeology at risk from coastal erosion, excavation of three longhouse sites - SCAPE trust, St Andrews Uni (£483,500) The restoration of the Scott Monument in Edinburgh - City of Edinburgh Council (£1.6m)
- HLF can also help support projects that focus on Scotland’s natural heritage Including Biodiversity projects: Restoring habitats so they can better support species that have been identified as ‘at risk’ (identified in Local and UK Biodiversity Action Plans) Creating footpaths Learning conservation and monitoring skills Etc Many of these we would expect to see come through our general programmes, but also: Parks for People programme (grants between £100,000 and £5m) – supporting conservation and maintenance of well designed public parks – repairing and restoring designed landscapes, repairing and restoring of built features, repairing boundaries, improving access Landscape Partnership – large complex schemes based on dominant landscape feature such as Solway Firth or Tweed Rivers – delivery of range of projects that will help to conserve the landscape Examples of the sorts of natural heritage projects that we fund: Stac Pollaidh: Mountain Access project which improved access, conservation and interpretation of the area - Footpath Trust Support for species and habitats: Perthshire Big Trees project, a tree management and conservation project by Perth & Kinross Countryside Trust ‘ Parks for People’ programme – Tollcross Park in the east end of Glasgow which was restored through this scheme – assists with regeneration (Glasgow City Council, Parks and Recreation Department)
- Heritage not just about objects or habitats, we also value the UK’s varied and interesting cultural heritage as well.
- Refurbishment of museums – improved conditions for the collection and better interpretation, improved facilities to make the collection more accessible Cataloguing, digitisation, conservation – more accessible historical material in library collections conserving them, digitisation – make accessible
- Have different requirements and weighted outcomes for different programmes so make sure you read the guidance. Key is quality not quantity!
- New small grants programme- developed after success of AOS Aimed at community groups and small community heritage projects Short simple form PEOPLE will have learnt about heritage
- Start-up- new community groups taking responsibility for heritage assets for the first time. Funding to create business plan and legal documents, to allow groups to create a strategy for managing their heritage. (Could then apply for funding for heritage focussed project) Catalyst small- this programme has come out of HLF’s desire to help the sector become more sustainable. This programme is for organisations who want to build their capacity for raising funds from the private sector; through things like the creation of friends schemes or legacy donations and by developing skills around this within the sector. First World War Centenary- focussing on helping young people to understand the impact of WW1 in their local area- Running through until 2019 Celebrate- this programme is being run with all 4 lottery distributers. Want to help communities celebrate the 2014 Commonwealth Games in Glasgow, and help people learn about the games and the commonwealth countries.
- Also transition funding
- Only programme of its kind in the UK, encouraging young people to engage with heritage. £10,000 - £50,000 (slight change) Often the most creative projects, and all projects have to be led by young people (with young people rather than to) Not just heritage – can help them to develop key skills and change their attitudes or behaviour, particularly around heritage. Also encourage them to work with the local community to share their heritage Key aspect is a partnership between a youth organisation and a heritage organisation, building on strengths of both to make a strong project with lasting benefits. One of the key focuses in the office so always happy to help, or chat about it. As per OH – 8 week assessment, 100%.
- Place of worship/ listed/ urgent repairs 2 round process- as with HG- will discuss later 15% for new costs- could be improvements to access/ kitchen/ toilets Outcomes- HERITAGE in better condition and more PEOPLE and a wider range of people will have learnt about the heritage
- 95% & 90% Quarterly deadlines
- PfP: grants up to £5m for historic parks and cemeteries – easily accessed and well used green spaces in our communities – often neglected/ fall into decline – restore key features such as bandstands, railings, pavilions, original planting and design LP: grants up to £3m to conserve areas of distinctive landscape character examples in Scotland are Tweed River, Ochils, Isle of Bute, Argyll (Dalriada), more recently Scapa Flow in Orkney, Clyde and Avon valley. Projects improving various heritage assets in area that are important to the landscape character e.g. natural heritage assets, built structures/ archaeology, cultural heritage, involving people, developing skills. Led by wide ranging partnership TH: grants up to £2m to improve built historic environment of conservation areas in need of investment in villages, towns or cities. Regenerate economically disadvantaged historic areas for the benefit of local residents, workers and visitors. This can include repair and re-use of vacant buildings, reinstate original architectural features on buildings e.g. shopfronts, improve public realm (footpaths, street furniture) HE: grants up to £5m to support the conservation and adaptation of an individual historic building or coherent group of buildings for an end use which actively contributes to sustainable development in areas experiencing economic disadvantage. Help to create more resilient model for the heritage with less dependency on public sector support. The key and common factor in all projects will be plans for a sustainable end use, most likely involving the generation of a commercial income. Focus of investment will be in areas of economic disadvantage, building/s should be of heritage value to the local community, private sector organisations will only be eligible as minority partners in a partnership led by not-for-profit org.
- Project enquiry not part of formal application process – not assessed as such – just getting advice – response in approximately 10 days First round application with request for development funding – see handout for information required Development phase – develop project proposal in more detail and prepare second round application Second round application – see handout for information required Delivery phase/ development phase
- £65 over UK average, £40 over Scotland average
- While under our new framework we aim to be more open and flexible, as per your feedback in the consultation, there are still some things that will not be likely to be competitive when they are assessed.
- ‘ Handy hints’!
- 10 working days – loads of guidance on website