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Protecting Unfunded
                      Federal Heritage

                    The Sustainability Challenge


  … stewards of            2nd Annual Symposium on
                          Cultural and Heritage Tourism
                         10 June 2008: Toronto, Ontario




                     Dr. Nancy Arsenault, Dean
                     Faculty of Tourism & Hotel Management

                     www.royalroads.ca   www.hatleypark.ca




                   • Royal Roads University was
                     created to meet the needs of
                     working professionals through
                     app ed p og a s, p
                     applied programs, primarily at
                                             a y
                     the graduate level
                   • Our campus is located on Hatley
                     Park National Historic Site




 Canada’s Newest Tourism Educator and only
  Faculty of Tourism and Hotel Management
• MA in International Hotel Management
• MA in Tourism Management (new Sept 08)
• Graduate Certificates in:
  • Sustainable Tourism (new Sept 08)
  • Tourism Leadership
                d   h
  • Destination Development
• BA in International Hotel Management
  • 3rd & 4th year completion degree
  • 12 month intensive on campus, or 2-years
    online




                                                             1
A place we call home




    Ancient forests, Edwardian gardens, and a Castle by the sea...




  As did the Dunsmuir family (1906 – 1940) and
the Department of National Defence (1940-1995)




                                 Victoria, British Columbia
                20 minutes from the inner harbour, 30 minutes from the airport




              Hatley Park: 1908 - 1995
• First nations and farmers were the early settlers on the land
• 1906, estate purchased by BC’s Lieutenant Governor, James
  Dunsmuir purchased the and commissioned renowned
  architect Samuel Maclure to build a replica of a 15th
  century, 40-room Edwardian castle.
• 1937 DND purchased the estate

• 1995 (Apr) designated a
  national historic site
• 1995 (Sep)the estate is
  leased to Royal Roads,
  BC’s newest, special
  purpose university




                                                                                 2
Designation

 • Its distinctiveness as an evolved cultural
   landscape
 • It is a superb Canadian example of an
   Edwardian park which remains practically
   intact in its plan, the extent of its grounds,
                 plan                    grounds
   and the quality and variety of its features
 • The institutional imprint of Royal Roads
   Military College which occupied Hatley Park
   for over 50 years is apparent and, in many
   ways, complementary.




   An evolved cultural landscape with four defined areas:
nine gardens, old-growth forest, recreation, and agriculture




 The Japanese
    Garden




                                                               3
The Rose
 Garden




 The Italian
  Garden




               Old-growth forests




                                    4
… with exquisite walking trails with incredible views




                     Recreation Areas




 All recreation areas have been decommissioned for public use




Agricultural Areas




                     None of the agricultural areas in use




                                                                5
A rare eco-system: bird sanctuary, wildlife,
            adjacent to the Esquimalt Lagoon




     Our Built Heritage: Hatley Castle (1908) Classified
  Then a retirement home, now Royal Roads administration




 In the basement of the castle is
our humble museum and gift shop




                                                           6
“The Cedar Building” (1912) Recognized
Then a cow barn and dairy, now teaching and research space




              “The Mews” (1914) Recognized
    Then stables and a garage, now a conference centre




         “The Grant Building” (1942) Recognized
 Then and now, an instructional building for DND and RRU




                                                             7
“The Recreation Centre” (1949) Recognized
        Then and now, a gymnasium/sports facility




      “The Nixon Building” (1954 – 1956) Recognized
   Then, cadet accommodations, now short-stay residence




  “The Milward Building” (1990 modifications) Recognized
Then cadet accommodations, now offices & accommodations




                                                           8
Plus our ‘yet’ undesignated built heritage: The Library (1975)




   The Boathouse




    Then, used for boat storage, now
     offices of our Foundation staff




 And the newly restored 1914 Lord and Burnham Greenhouse




Part 1: $750,000 for Greenhouse and Head Gardener House
• Hallmark Society Award of Merit (Dedicated for preserving historic and
architectural landmarks)
• Heritage BC Outstanding Achievement (For exterior restoration and
interior rehabilitation)

Part 2: $350,000 Public education and historical use – fundraising enroute




                                                                             9
Hatley Park National Historic Site
     … a truly natural and cultural heritage treasure




A Unique Challenge: The owners and stewards
      are not in the ‘heritage business’

                                          • DND’s priorities
                                            is to protect the
                                            nation and
                                            contribute to
                                            international peace

                                          • Royal Roads’
                                            priority is to
                                            provide post-
                                            secondary
                                            education


  … and the University must preserve and present this 565
          acre estate to federal heritage standards




      The Magnitude of the Challenge

 • Only public, post-secondary institution in Canada responsible
   for a national historic site
 • Site not leased to the University in 1995 with the cultural
   resources in tact as later described in commemorative
   integrity statement, received in 2000
 • Pay $1/year assume full stewardship responsibility includes
        $1/year,                           responsibility,
   $20M+ deferred maintenance (2002 Public Works Study)
 • Province does fund federal heritage, nor does the federal
   government fund this site
 • Standards and Guidelines for the Protection of Historic
   Places, 2004 – limited expertise on island
 • A sense of ownership in community, significant densification
   enroute, increasing impacts on the site (human and wildlife)




                                                                   10
Our Opportunity – From a Culture and
        Heritage Tourism Lens

• To manage the protection and public education
  of the heritage site in ways it becomes an
  example of excellence as a ‘living learning
  destination
  destination’ for
     o Sustainable heritage management
     o Environmental stewardship
     o Responsible tourism
• Lead through innovation linked by education
• Protect through advancing the shared
  appreciation and responsibility for federal
  heritage




                         A Birds Eye View of the
                          Heritage Challenges
                     1. Understanding & appreciation
                     2. Expectation management
                     3. Financial
                     4. Relevance


                 … and
               solutions!




        1. Understanding and Appreciation
1. What is means to be a national historic site in the
   ‘family’, not part of Parks Canada
2. Difference between FHBRO’s classified and
   recognized designation system vs. Level 1 and 2
   assets in the commemorative integrity statement
3. What is legally required vs due diligence
4. Need to build on
                                                Lost to the elements
   site to support RRU
5. What happens
   when heritage
   fails?




                                                                       11
Intervention Review Requirements
                    “Multiple Lens”
              Major new Minor new   Classified Designated      Non-       Land-        Civil      Annual
               building  building    building   building     heritage     scape       works       main-
                                    renovation renovation     building                           tenance
                                                            renovation

 External review
 DND                                                                                               ?
 lease
 DND
 MOA
 FHBRO                                                                   uncertain   uncertain
 Internal reference
 CRM
 policy
 CIS
 HCS
 S&G




Kalman, H. & Yardley, J. (2007). Enhancing the federal heritage approval
      process. A study commissioned by Royal Roads University




       Heritage Authority Matrix - Impacts
       Level of       Federal Requirements             Authority             Consequence of Breech
       Authority
     Legal            DND Lease                  Permission required       Revoke lease
                                                 for all significant
                                                 changes
     Legal            DND MOA                    Permission required       Revoke lease
                                                 for all changes in
                                                 ‘Adjacent Lands’
     Legal            EA                         Approval from DND         (not our area of expertise)
                                                 required
     Regulatory       FHBRO review               FHBRO through             DND may refuse change.
                                                 DND                       Treasury Board may place
                                                                           sanctios on DND.
     Due diligence    CRM Policy                 DND Lease                 FHBRO may deny/consent
     Due diligence    Commemorative Integrity DND Lease                    FHBRO may deny/consent
                      Statement
     Due diligence    Heritage Character      DND Lease                    FHBRO may deny/consent
                      Statement
     Due diligence    Standards & Guidelines DND Lease                     FHBRO may deny/consent


Kalman, H. & Yardley, J. (2007). Enhancing the federal heritage approval
      process. A study commissioned by Royal Roads University.




             2. Expectation Management

 Operational challenges in managing federal heritage
 •     Federal government funds the heritage they designate
 •     Sense of ‘government owned, access should be free’
 •     Royal Roads funding is the same level as other universities
 •     3 layers of government, complex approval processes


 As a tourism destination, we are often compared to
 •     Butchart Gardens (102 years welcoming guests)
 •     Craigdarroch Castle (30 years in tourism)
 •     Parks Canada Sites
 •     Known for 65 years as “Royal Roads” not
       “Hatley Park”
                                                                                         Craigdarroch Castle




                                                                                                               12
3. Financial
• The cost of maintaining heritage, $20M+
• No steady funding source and lack of success in leveraging
  philanthropic gifts towards any matched government funds
• Increased cost of maintenance and intervention (heritage
  expertise, assessments, approvals)
• Speed and complexity of approvals, changing expectations
• University high season is summer, same as tourism – limited
                            summer
  space, unable to receive as much business as we can attract;
  hence revenue potential is limited
• Tax issues




            4. Relevance

• How to make heritage relevant to
  people of all ages and stages, and voters
• Need to gather stories and engage visitors so
  they want to support preservation and
  presentation
• Ethics of allowing more buildings/sites to be
  designated, without funding, when what we have
  is struggling for survival!




 Sometimes the solutions
 are not obvious, and
 there is always a higher
 priority, yet …




                                                                 13
Tourism Solutions




Generate needed revenues, but increases the human use impact




                         Philanthropic Solutions

 • $1.3M site specific projects (2005-07)
 • Capital campaign
    • $4.2 M of projects that will preserve, enable
      research,
      research and ultimately educate students inform
                                         students,
      the general public
 • Continue to advocate
   for government support
   to match or leverage
   ‘gifts’ from caring public




A catalyst for preservation …
The Bateman Art and Environmental Centre




                                                               14
Living our Learning!




                                      Royal Roads
                                       University



                                Hatley Park
                                                       The
                                 National
                                                     Bateman
                                 Historic
                                                      Centre
                                    Site




                Some Long Term Solutions
 • Create innovative funding programs eligible to all – e.g. a
   restoration fund with accountability over 5 years
 • Harmonize FHBRO/CIS requirements (federal sites)
 • Introduce tax benefits or alternative on-going support
 • Simplify language, ensure clearly defined, well articulated and
   timely intervention approvals, tools to educate on heritage value
 • Create a National Trust - central access for info and expertise




  Copies of the presentation:
nancy.arsenault@royalroads.ca


                                                                     Thank you!



    www.royalroads.ca
          y




    www.hatleypark.ca




                                              Hatley Castle, Victoria BC, Canada




                                                                                   15

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Hatley Park National Historic Site Cultural and Heritage Tourism Symposium Presentation

  • 1. Protecting Unfunded Federal Heritage The Sustainability Challenge … stewards of 2nd Annual Symposium on Cultural and Heritage Tourism 10 June 2008: Toronto, Ontario Dr. Nancy Arsenault, Dean Faculty of Tourism & Hotel Management www.royalroads.ca www.hatleypark.ca • Royal Roads University was created to meet the needs of working professionals through app ed p og a s, p applied programs, primarily at a y the graduate level • Our campus is located on Hatley Park National Historic Site Canada’s Newest Tourism Educator and only Faculty of Tourism and Hotel Management • MA in International Hotel Management • MA in Tourism Management (new Sept 08) • Graduate Certificates in: • Sustainable Tourism (new Sept 08) • Tourism Leadership d h • Destination Development • BA in International Hotel Management • 3rd & 4th year completion degree • 12 month intensive on campus, or 2-years online 1
  • 2. A place we call home Ancient forests, Edwardian gardens, and a Castle by the sea... As did the Dunsmuir family (1906 – 1940) and the Department of National Defence (1940-1995) Victoria, British Columbia 20 minutes from the inner harbour, 30 minutes from the airport Hatley Park: 1908 - 1995 • First nations and farmers were the early settlers on the land • 1906, estate purchased by BC’s Lieutenant Governor, James Dunsmuir purchased the and commissioned renowned architect Samuel Maclure to build a replica of a 15th century, 40-room Edwardian castle. • 1937 DND purchased the estate • 1995 (Apr) designated a national historic site • 1995 (Sep)the estate is leased to Royal Roads, BC’s newest, special purpose university 2
  • 3. Designation • Its distinctiveness as an evolved cultural landscape • It is a superb Canadian example of an Edwardian park which remains practically intact in its plan, the extent of its grounds, plan grounds and the quality and variety of its features • The institutional imprint of Royal Roads Military College which occupied Hatley Park for over 50 years is apparent and, in many ways, complementary. An evolved cultural landscape with four defined areas: nine gardens, old-growth forest, recreation, and agriculture The Japanese Garden 3
  • 4. The Rose Garden The Italian Garden Old-growth forests 4
  • 5. … with exquisite walking trails with incredible views Recreation Areas All recreation areas have been decommissioned for public use Agricultural Areas None of the agricultural areas in use 5
  • 6. A rare eco-system: bird sanctuary, wildlife, adjacent to the Esquimalt Lagoon Our Built Heritage: Hatley Castle (1908) Classified Then a retirement home, now Royal Roads administration In the basement of the castle is our humble museum and gift shop 6
  • 7. “The Cedar Building” (1912) Recognized Then a cow barn and dairy, now teaching and research space “The Mews” (1914) Recognized Then stables and a garage, now a conference centre “The Grant Building” (1942) Recognized Then and now, an instructional building for DND and RRU 7
  • 8. “The Recreation Centre” (1949) Recognized Then and now, a gymnasium/sports facility “The Nixon Building” (1954 – 1956) Recognized Then, cadet accommodations, now short-stay residence “The Milward Building” (1990 modifications) Recognized Then cadet accommodations, now offices & accommodations 8
  • 9. Plus our ‘yet’ undesignated built heritage: The Library (1975) The Boathouse Then, used for boat storage, now offices of our Foundation staff And the newly restored 1914 Lord and Burnham Greenhouse Part 1: $750,000 for Greenhouse and Head Gardener House • Hallmark Society Award of Merit (Dedicated for preserving historic and architectural landmarks) • Heritage BC Outstanding Achievement (For exterior restoration and interior rehabilitation) Part 2: $350,000 Public education and historical use – fundraising enroute 9
  • 10. Hatley Park National Historic Site … a truly natural and cultural heritage treasure A Unique Challenge: The owners and stewards are not in the ‘heritage business’ • DND’s priorities is to protect the nation and contribute to international peace • Royal Roads’ priority is to provide post- secondary education … and the University must preserve and present this 565 acre estate to federal heritage standards The Magnitude of the Challenge • Only public, post-secondary institution in Canada responsible for a national historic site • Site not leased to the University in 1995 with the cultural resources in tact as later described in commemorative integrity statement, received in 2000 • Pay $1/year assume full stewardship responsibility includes $1/year, responsibility, $20M+ deferred maintenance (2002 Public Works Study) • Province does fund federal heritage, nor does the federal government fund this site • Standards and Guidelines for the Protection of Historic Places, 2004 – limited expertise on island • A sense of ownership in community, significant densification enroute, increasing impacts on the site (human and wildlife) 10
  • 11. Our Opportunity – From a Culture and Heritage Tourism Lens • To manage the protection and public education of the heritage site in ways it becomes an example of excellence as a ‘living learning destination destination’ for o Sustainable heritage management o Environmental stewardship o Responsible tourism • Lead through innovation linked by education • Protect through advancing the shared appreciation and responsibility for federal heritage A Birds Eye View of the Heritage Challenges 1. Understanding & appreciation 2. Expectation management 3. Financial 4. Relevance … and solutions! 1. Understanding and Appreciation 1. What is means to be a national historic site in the ‘family’, not part of Parks Canada 2. Difference between FHBRO’s classified and recognized designation system vs. Level 1 and 2 assets in the commemorative integrity statement 3. What is legally required vs due diligence 4. Need to build on Lost to the elements site to support RRU 5. What happens when heritage fails? 11
  • 12. Intervention Review Requirements “Multiple Lens” Major new Minor new Classified Designated Non- Land- Civil Annual building building building building heritage scape works main- renovation renovation building tenance renovation External review DND ? lease DND MOA FHBRO uncertain uncertain Internal reference CRM policy CIS HCS S&G Kalman, H. & Yardley, J. (2007). Enhancing the federal heritage approval process. A study commissioned by Royal Roads University Heritage Authority Matrix - Impacts Level of Federal Requirements Authority Consequence of Breech Authority Legal DND Lease Permission required Revoke lease for all significant changes Legal DND MOA Permission required Revoke lease for all changes in ‘Adjacent Lands’ Legal EA Approval from DND (not our area of expertise) required Regulatory FHBRO review FHBRO through DND may refuse change. DND Treasury Board may place sanctios on DND. Due diligence CRM Policy DND Lease FHBRO may deny/consent Due diligence Commemorative Integrity DND Lease FHBRO may deny/consent Statement Due diligence Heritage Character DND Lease FHBRO may deny/consent Statement Due diligence Standards & Guidelines DND Lease FHBRO may deny/consent Kalman, H. & Yardley, J. (2007). Enhancing the federal heritage approval process. A study commissioned by Royal Roads University. 2. Expectation Management Operational challenges in managing federal heritage • Federal government funds the heritage they designate • Sense of ‘government owned, access should be free’ • Royal Roads funding is the same level as other universities • 3 layers of government, complex approval processes As a tourism destination, we are often compared to • Butchart Gardens (102 years welcoming guests) • Craigdarroch Castle (30 years in tourism) • Parks Canada Sites • Known for 65 years as “Royal Roads” not “Hatley Park” Craigdarroch Castle 12
  • 13. 3. Financial • The cost of maintaining heritage, $20M+ • No steady funding source and lack of success in leveraging philanthropic gifts towards any matched government funds • Increased cost of maintenance and intervention (heritage expertise, assessments, approvals) • Speed and complexity of approvals, changing expectations • University high season is summer, same as tourism – limited summer space, unable to receive as much business as we can attract; hence revenue potential is limited • Tax issues 4. Relevance • How to make heritage relevant to people of all ages and stages, and voters • Need to gather stories and engage visitors so they want to support preservation and presentation • Ethics of allowing more buildings/sites to be designated, without funding, when what we have is struggling for survival! Sometimes the solutions are not obvious, and there is always a higher priority, yet … 13
  • 14. Tourism Solutions Generate needed revenues, but increases the human use impact Philanthropic Solutions • $1.3M site specific projects (2005-07) • Capital campaign • $4.2 M of projects that will preserve, enable research, research and ultimately educate students inform students, the general public • Continue to advocate for government support to match or leverage ‘gifts’ from caring public A catalyst for preservation … The Bateman Art and Environmental Centre 14
  • 15. Living our Learning! Royal Roads University Hatley Park The National Bateman Historic Centre Site Some Long Term Solutions • Create innovative funding programs eligible to all – e.g. a restoration fund with accountability over 5 years • Harmonize FHBRO/CIS requirements (federal sites) • Introduce tax benefits or alternative on-going support • Simplify language, ensure clearly defined, well articulated and timely intervention approvals, tools to educate on heritage value • Create a National Trust - central access for info and expertise Copies of the presentation: nancy.arsenault@royalroads.ca Thank you! www.royalroads.ca y www.hatleypark.ca Hatley Castle, Victoria BC, Canada 15