Shaping the future - Consultation on the Heritage Lottery Fund's Strategy 2013 - 2019

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Presentation given by Drew Bennellick, Heritage Lottery Fund, GSNF, Feb 2011

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  • Overview Until the end of April the Heritage Lottery Fund is consulting on the future of Lottery funding for the UK’s heritage from 2013 onwards. These are turbulent times and heritage organisations across the UK are facing both challenges and opportunities. We know that heritage can play an important role in economic recovery and the future of the nation. At a time when other sources of public funding for heritage are becoming scarcer, the good news is that we will have significantly more money to invest than has been available in recent years – we need to make sure we make the most of it. We want to hear the views of all our partners, other funders, organisations and individuals who are involved in and enthusiastic about the UK’s heritage to help shape the future direction of our funding. Following this consultation we expect to report back on our findings in early autumn and announce our new strategy for 2013 onwards in early spring next year – but we may introduce some changes earlier where possible if there is strong demand for this.
  • The recently announced change in our share of good causes income – from 16.7% to 20% - means that provided strong ticket sales continue we expect to have a budget of around £300m a year from 2012-2013 onward (compared with the £180m we had in 2009-2010) Through this consultation we are asking for your views on how we can best respond to help you through the changes in the funding environment for heritage over the next few years, and to other emerging opportunities and challenges What should HLF continue doing? What should we stop doing? And in what areas or activities might we need to make changes? This presentation gives a brief overview of the consultation content. We encourage everyone to respond to the consultation online at hlf.org.uk.
  • The consultation is split into three broad sections: Questions about our strategic aims, the balance and direction of our funding and how we work. This includes questions on our priorities for development work and how we could further improve our grant-making processes Questions on our current grant programmes – this includes some new proposals for smaller and medium sized grants, and some proposed changes to the current portfolio of targeted programmes In the third section we have identified a range of opportunities and challenges on which we may want to introduce new measures or initiatives in future years At the end of the consultation there is an opportunity to raise any other issues that are not covered by our questions
  • Our three strategic aims of ‘conservation’, ‘participation’ and ‘learning’ have driven a progressive agenda for heritage since 2002. We are proud of the way our funding has allowed more people to engage with and learn about heritage, and has opened up more of our heritage for everyone to enjoy. We think this integrated approach remains the right one for a Lottery funder, and distinguishes our role from that of others. We plan to continue with this strategic direction in future, but believe we could simplify how we express this by adopting a single strategic aim. Every project we fund should be able to show how it is making a positive and lasting difference for heritage and people . This would underpin all of our grant programmes and initiatives and should provide a more straightforward approach to our application and assessment process. We are inviting comments on this in the consultation.
  • We anticipate making grants of all sizes from £3,000 to over £5 million, combining open application funding opportunities with strategic programmes and targeted initiatives. Decisions on our main open programme - Heritage Grants - up to £1 million will continue to be made by local decision makers on our committees around the UK. We are asking for comments on the overall balance between the amount of money we invest in open programmes and targeted initiatives. For example, in 2010-2011 we expect to make awards totalling around £128m through our open programmes (Heritage Grants and Your Heritage) and £70m through targeted programmes and strategic initiatives. We could also extend our approach to targeting funding and solicit applications more frequently (that is, invite applications from specific organisations for ring-fenced sums of money.) This could help to focus our funding on strategic priorities for heritage, in partnership with others, but could reduce the amount of money available through open programmes. We welcome views on this balance and on our role. We could also consider giving more priority to heritage identified as ‘at risk’. Again, we are asking to what extent you agree we should do this.
  • As a Lottery funder we place importance on achieving a fair spread of funding throughout the UK. One of the ways in which we aim to do this is through targeting our development help on areas and communities who have received fewest grants from us, to encourage more good-quality applications to come forward. We expect to continue to work in this way with geographical areas (for example local authorities) and social groups (for example disabled people) who are less well-represented in our funding. For the future we are also considering identifying parts of the heritage sector that have received less funding from us in the past and offering more development support to these – for example, archives, or nature conservation, or industrial, maritime and transport heritage. So the consultation asks to what extent you agree we should include types of heritage within our priorities for development work?
  • Financial sustainability is a critical issue for many heritage organisations in the current climate, and many projects we are supporting now face more challenges in covering their future operating costs. We are able to fund endowments alongside a capital project or purchase of a major heritage asset, though have rarely done so in the past, because endowments need to be substantial to have a material effect on running costs. We are asking whether we should revisit our approach to endowments, and if so in what circumstances should we consider offering them? We think we could also do more to build the skills and capacity of voluntary heritage organisations, offering some time-limited funding to help organisations with responsibilities for heritage to develop and thrive. We would like comments on what our role should be in helping to build the financial sustainability of organisations in the sector. And we want to encourage more private giving to heritage. The consultation includes some ways in which we might do this, for example establishing a match funding scheme. We’d like your views on how we could practically and effectively incentivise more people to consider giving – of both time and money - to heritage.
  • Section two We evaluate the performance of all of our grant programmes and regularly survey customers to ensure that they continue to meet their needs. We are committed to making applying simple and keeping to a minimum the amount of work applicants need to do before hearing whether they are successful. To make further progress on this, we are proposing some changes to the financial thresholds for our general, open funding programmes. We hope these will be an effective response to feedback we have already had from customers, to meet emerging needs in community-based heritage, and to enable more applicants to benefit from a simpler application process. These programmes will be developments of our current Your Heritage (grants £3,000-£50,000) and Heritage Grants programmes (grants over £50,000) from 2013.
  • Our specific proposals for small and medium sized grants are: A much simpler approach to very small grants of £3K-£10K with a short turnaround for decisions A new approach to community heritage, recognising that projects asking for between £50,000 and around £200,000 are not well-represented in our funding at present. This would encourage community groups with smaller building, collection or green space projects to come forward, with a single-round application process no more complicated than the current Your Heritage programme which currently funds projects up to £50,000. We are asking what the upper threshold should be for this medium sized grant programme. We recently relaxed our match funding requirements for the Heritage Grants programme (general grants over £50,000) and are asking whether we should maintain the new level or change it in future. We are not proposing major changes to Heritage Grants but are asking for your views on the programme.
  • Our targeted programmes currently cover Young people Parks Landscapes Places of Worship Townscapes We start by asking whether these remain the right themes for targeted programmes
  • Landscape Partnerships The Landscape Partnerships programme is the only significant grant funding available across the UK for landscape-scale projects which focus investment on cultural, natural, archaeological and built heritage, as well as on public access, community participation and learning. It is widely agreed that nature conservation needs to be addressed at a landscape scale and that to halt the continued loss of biodiversity requires action at the same scale. We propose to continue this programme, with an increased emphasis on nature conservation and biodiversity outcomes. We will also simplify the programme’s requirements while maintaining the integrated range of benefits that it currently delivers. We are asking for views on these proposals and thoughts on how the programme could be improved.
  • Parks for People HLF has invested more in public parks than any other single organisation in the UK - £525m to around 500 parks out of the 2,500 that have heritage merit. Demand for parks funding remains strong. We have also identified public cemeteries as a category of public space facing significant problems similar to those of other designed landscapes. We can and do invest in cemeteries, but few applications come forward and they are often weak. We will include cemeteries within the scope of the Parks for People programme in future to encourage more, better-quality, applications. We will also simplify the programme’s requirements. Again, we are looking for comments on these proposals.
  • Support for local places and communities We have invested over £216 million in 387 Townscape Heritage Initiative (THI) and other area-based schemes across the UK since 1998. This programme supports local partnerships to regenerate conservation areas in economic need. The Townscape Heritage Initiative programme is now operating in a challenging and uncertain environment, due to the twin pressures of public sector cuts and a drop-off in investment from the private sector. We are now reviewing its future, in the light of the emerging local growth agenda, and considering whether the regeneration of conservation areas in the centres of our historic towns and cities continues to be a priority for HLF. We welcome views on this. In the current climate we also expect to see growing demand for support for the transfer of heritage assets into community ownership. We can already fund the purchase of heritage land and buildings where that is at or below market value, and where it will help achieve greater public benefits or the change of ownership will help improve the asset's conservation and management. Overall, we are asking for views on how HLF can best support place-based heritage, and communities’ engagement with it.
  • This is the third and final section of the consultation How can we best help heritage organisations address the most pressing challenges and exciting opportunities over the next few years? We have found that targeted time-limited initiatives can be highly effective in achieving a step-change in ambition in certain key areas and we are proposing a number of these in addition to some changes to policy. Not everything we suggest in the consultation will be affordable and we will take account of your responses in deciding on the high-level balance of our funding in future.
  • Challenges of climate change Climate change is already having a significant impact on heritage, resulting in damage and loss. There is a real challenge to become more energy efficient, at the same time as conserving the fabric and character of historic buildings, landscapes and collections. We can play a role in reducing loss and damage by ensuring that projects we support understand and address the risks they face. We also want to support projects that demonstrate leadership and innovation in addressing the issues of climate change mitigation and adaptation. In future we propose that all projects asking for a grant of more than £10,000 will be asked how they will be affected by predicted changes in the local environment and how any risks are to be addressed. We will also strengthen our approach to assessing proposals for climate change mitigation and addressing other environmental impacts as part of our overall project appraisal. In addition, in recognition of the urgency of this issue, we propose to launch a one-off initiative to support a variety of projects that will help to develop and trial new technologies, develop new skills and knowledge, and will inspire heritage organisations through exemplar responses to the issues of climate change adaptation and mitigation.
  • Digital heritage Digital technology has enormous potential to transform the ways we manage and engage with heritage, and offers heritage organisations exciting opportunities for innovation and growth. We see a current need for funding to pilot ideas, to share experience and learning more widely, and to take advantage of the opportunities offered by the knowledge economy. We are planning a number of developments in our funding in this area: 1. We will change our policy on digital media and, from 2011 onwards, will fund projects that are purely digital , and meet our criteria, now that there are far greater opportunities for people to actively engage and learn online. 2. We will launch two special initiatives: the first, to digitise and make available online a wide range of heritage assets, to address the public appetite to engage with heritage in this way; the second, to stimulate innovative projects in the field of digital heritage. We are asking for views on what types of heritage should be priorities for a digitisation programme. 3. We will ask all projects to make some use of digital media - in an appropriate and proportionate way.
  • Skills Our Skills for the Future programme, launched last year as a one-off initiative to address skills gaps and help put heritage organisations in a strong position for the recovery from recession, generated an enthusiastic response and a large number of high-quality applications. We invested over £17 million in this initiative, more than three times the budget we had originally allocated. None the less, there remains unmet demand for access to funding for heritage skills training. At the same time, many experienced people will leave the publicly-funded heritage sector in the next few years as services are cut and reduced, and there will be an urgent need to ensure there are opportunities to transfer their knowledge to a younger generation. We already ask all Heritage Grant applicants for over £1 million to include proposals for training, and are not proposing to change this. We will evaluate and learn from the experience of the Skills for the Future programme and will then make available further investment in targeted skills initiatives in future. We also welcome views on what role HLF could play in helping knowledge transfer within the sector.
  • Heritage in private ownership In the historic environment, more than two thirds of designated built heritage is in private ownership. As a Lottery distributor, our grants must deliver public benefits that exceed any private gain. Our position has been that conservation work to private property – whether land, buildings or collections - will almost inevitably affect its market value, and we have therefore seen no clear justification for giving grants in these circumstances. However, we will explore whether there are funding models that would allow limited funding of capital/conservation work to privately-owned heritage in well-defined circumstances, for example where the benefits from tourism or economic regeneration can be shown to outweigh any private gain. We are asking for suggested ways of doing this and - more generally - would like to know whether we should do more to support heritage in private ownership.
  • You do not have to answer all the questions in the consultation – depending on the length of your answers it should take between 15 and 30 minutes to complete online. At the end of the consultation questionnaire there is an open comment box for any other issues you would like to raise with us. We value your contributions and will look forward to hearing from you!
  • Shaping the future - Consultation on the Heritage Lottery Fund's Strategy 2013 - 2019

    1. 2. <ul><li>Shaping the future </li></ul><ul><li>Consultation on the Heritage Lottery Fund’s Strategy 2013-2019 </li></ul><ul><li>31 January – 26 April 2011 </li></ul>
    2. 3. <ul><li>Context </li></ul><ul><li>HLF grants budget of around £300m p.a. from 2012-2013 onwards </li></ul><ul><li>Significant reduction in Government and local authority funding across all parts of heritage over next four years </li></ul><ul><li>Consulting now on our strategy for 2013 onwards – but will introduce changes earlier where there is demand </li></ul>
    3. 4. Overview of consultation <ul><li>Our strategic framework and how we work </li></ul><ul><li>Our current grant programmes </li></ul><ul><li>Additional directions, opportunities and challenges </li></ul>
    4. 5. Proposed new strategic aim ‘ making a positive and lasting difference for heritage and people’
    5. 6. Balance and direction of funding <ul><li>Balance between open and targeted programmes </li></ul><ul><li>Working more strategically alongside others </li></ul><ul><li>Giving greater priority to heritage identified as ‘at risk’? </li></ul>
    6. 7. Achieving a more equitable spread of funding <ul><li>By geographical area </li></ul><ul><li>By social group </li></ul><ul><li>By type of heritage </li></ul>
    7. 8. Building a more resilient heritage community <ul><li>Protecting our investment </li></ul><ul><li>Building skills and capacity of voluntary heritage organisations </li></ul><ul><li>Encouraging a culture of giving – of time and money </li></ul>
    8. 9. Our current grant programmes
    9. 10. General programmes <ul><li>Simpler programme for grants £3K-£10K </li></ul><ul><li>New single-round community heritage programme for grants above £10K - up to £200K (tbc) </li></ul><ul><li>Heritage Grants – review match funding levels </li></ul>
    10. 11. Targeted programmes
    11. 12. Landscape Partnerships <ul><li>Funding of £250,000 to £2 million for landscape-scale projects </li></ul><ul><li>We propose to continue the programme </li></ul><ul><li>Consulting on increasing focus on biodiversity and simplifying our requirements </li></ul>
    12. 13. Parks for People <ul><li>Funding for public parks projects from £250,000 to £5 million </li></ul><ul><li>We propose to continue the programme </li></ul><ul><li>Consulting on including cemeteries in the programme and simplifying requirements </li></ul>
    13. 14. Support for place-based heritage <ul><li>We are reviewing the current Townscape Heritage Initiative programme </li></ul><ul><li>Consulting on how we can best support place-based regeneration, and communities engagement with place-based heritage </li></ul>
    14. 15. Additional opportunities and challenges
    15. 16. Climate change <ul><li>Proposals </li></ul><ul><li>All projects asking for more than £10,000 to set out how climate change risks will be addressed </li></ul><ul><li>Strengthen our assessment of environmental impacts </li></ul><ul><li>Special initiative to fund innovative approaches to climate change challenges </li></ul>
    16. 17. Digital heritage <ul><li>Proposals </li></ul><ul><li>Change of policy from 2011 to fund digital-only projects </li></ul><ul><li>Special initiative to fund digitisation of heritage assets </li></ul><ul><li>Special initiative to fund digital innovation </li></ul><ul><li>All projects to make use of digital media in an appropriate way </li></ul>
    17. 18. Skills <ul><li>Proposals </li></ul><ul><li>Continue requirement for training for all grants over £1m </li></ul><ul><li>Run a further targeted initiative based on Skills for the Future </li></ul><ul><li>Consulting on what skills should be priorities for this </li></ul>
    18. 19. Heritage in private ownership <ul><li>Proposals </li></ul><ul><li>Consulting on whether we should do more to support heritage in private ownership </li></ul><ul><li>And asking for examples or models for how we could do this to ensure public benefit outweighs private gain </li></ul>
    19. 20. <ul><li>Comments and questions </li></ul><ul><li>http://www.hlf.org.uk/consultation2011 </li></ul>

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