Heritage Lottery Fund

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Heritage Lottery Fund
Heritage Lottery Fund - Funding the Archive
Sector National Archives Event, Bristol Record
Office 6th June 2014 Kelly Spry-Phare,
Development Officer
Heritage Lottery Fund Grants programmes
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• Heritage Lottery Fund
• Strategic Framework
• 2013 2018
• making a difference for heritage, people and
  communities
• making working with us more straightforward

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Key Funding Programmes

• Heritage Grants 100,000
• Our Heritage 10,000 to 100,000
• Young Roots 10,000 to 50,000
• Sharing Heritage 3,000 to 10,000
• First World War Then Now 3,000 to 10,000

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Outcomes for heritage, for people, for society

• We describe the differences that we want to make
  to heritage, people and communities as
  outcomes.
• Your project does not need to contribute towards
  all of them.  Many different combinations of
  outcomes can make a successful application.
• We will consider the quality of the outcomes that
  your project will achieve, which means that
  contributing towards more will not necessarily
  make your application stronger.

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Why an outcome approach?

• Why do you want to undertake this project?
• What difference do you want to make?
• What results will you achieve?
• Outcomes are a response to need and deliver
  change

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Outcomes for
Heritage People Communities
Better managed In better condition Better interpreted and explained Identified/ recorded Developed skills Learnt about heritage Changed their attitudes and/or behaviour Had an enjoyable experience Volunteered time Environmental impacts will be reduced More people and a wider range of people will have engaged with heritage Your local area/ community will be a better place to live, work or visit Your local economy will be boosted Your organisation will be more resilient
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Open Grant Programmes
Scheme Name Grant Size Minimum Requirements
Sharing Heritage 3,000 to 10,000 One outcome for people
Our Heritage 10,000 to 100,000 One outcome for heritage and one for people
Heritage Grants 100,000 to 2,000,000 One outcome for heritage, one for people, one for communities
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Archive Specific Points

• Archives, digitisation and cataloguing can all be
  funded.
• We cannot fund the conservation or cataloguing of
  private collections unless enhanced public access
  outweighs private gain.
• How will the original source material be
  conserved after the project?
• How can you demonstrate that the original
  material is at risk of degradation or loss?
• Is your archive PD 5454 compatible? If not, can
  you demonstrate that the environmental conditions
  are suitable for the long term care of your
  collection?
• Training and volunteers are important we can
  support skills development (e.g. object handling,
  digitisation, conservation, exhibition design,
  cataloguing)
• Activities related to engagement and learning
  about archives

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Think about

• How will you select items for digitisation and
  what kind of digitised material will most help
  you to meet the aims of your project?
• Have you considered themes, subject and formats
  that will suit or target your project audience?
  What activities / resource will engage them?
• How will your archive material be accessible in
  the long term and how will you preserve it?
• Your staffing for the project is it compatible
  with HLF guidance, and does it represent value
  for money?
• Lots of guidance is available on our website at
• http//www.hlf.org.uk/HowToApply/furtherresources/
  Documents/Thinking_about_Archives_people_and_commu
  nities.pdf

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Purchase of Items

• HLF can support acquisitions of heritage items
  and collections
• Purchase alone is not enough all projects must
  meet minimum requirements
• We will not support purchase that is above market
  value independent valuation is required
• Urgent acquisitions are possible within a single
  HG round, but you need to demonstrate how the
  item will be integrated into existing learning
  programmes

Dennis Potter Archive, Dean Heritage Centre -
125,800
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Some tips

• Get feedback speak to the Development Team
• Be clear dont use jargon
• Read the guidance carefully, use help notes and
  application checklist
• Think carefully about your 200 word project
  summary
• Dont start your project before we have assessed
  it factor in timescales
• Check your application, especially the finance
  section

SWIB, Plymouth - 109,300
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Who do we fund?

• Community or voluntary groups
• Youth clubs or organisations
• Charities or trusts
• Faith organisations
• Parish councils or local authorities
• Also
• Private owners in cases of clear public benefit

Public and not-for-profit organisations such as
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Decision Making

• Regional / Country Committee make decisions on
  Heritage Grant applications up to 2 million
• National Board of Trustees make decisions on
  applications requesting above 2 million
• Our Heritage, Sharing Heritage and Young Roots
  decisions are made once a month at a Small Grants
  batch meeting

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When assessing applications we consider the
following
- What is the heritage focus of the
project?- What is the need or opportunity that
the project is responding to?- Why does
the project need to go ahead now and why is
Lottery funding needed?- What outcomes will the
project achieve?- Does the project offer value
for money?- Is the project well planned and
financially realistic?- Will the outcomes be
sustained after the project has ended?
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What is a Project?

• HLF is a project-specific funder
• The project must have a clear heritage focus and
  heritage based activities
• Main HLF programmes cannot fund conservation work
  or new facilities alone
• Projects can last up to 5 years - We recommend
  that they last no longer than 2 3 years maximum
• Application submitted with clear Project Plan

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Small Grant Sharing Heritage

• Simple one round form
• Grants of grants 3,000 up to 10,000
• Support projects that explore, share and
  celebrate local heritage

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St Neots Little Acorns and New Oaks

• Applicant St Neot Local Historians
• St Neot Local Historians received funding to
  record the preparations of local community groups
  and societies in the lead up to a local village
  festival, the Oak Apple Day, during May.
• All items collected will form the basis of a new
  community archive, and there will also be an
  exhibition, information leaflet and website.

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Our Heritage

• Grants of 10,000 to 100,000
• One outcome for heritage and one for people
• Decision within 8 weeks.
• No minimum partnership funding, but need some
  contribution either in cash or in kind

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Sensing our Past

• Applicant Taunton and Somerset NHS Foundation
  Trust
• Project Sensing our Past
• A 2 year project to gather peoples stories about
  Musgrove Park Hospital, Taunton
• Reminiscence sessions with people with dementia
• A permanent archive has been created along with
  an exhibition of this varied history

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Mickleton Community Archive

• Applicant Mickleton Community Archive
• Creation of a physical and online archive of
  Mickleton village over the last 60 years. 
• Volunteers are involved in the research,
  collation and recording of aspects of Mickleton's
  social, built and natural heritage.
• Interpretation panels, heritage trails and
  resource packs for schools will also be produced
  
•  

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LGBT Archive

• Applicant Plymouth Pride Forum
• Grant Awarded 35,000
• The project captured oral histories of older
  members of Plymouths LGBT community as well
  collected photographs, documents, and memorabilia
  
• The created archive formed the basis of an
  exhibition at Plymouth City Museum and Art
  Gallery
• The Plymouth LGBT Archive since is deposited at
  the Plymouth and West Devon Record Office. The
  physical collection can now been searched
  either in person or on line at www.plymouth.gov.uk
  /archivescatalogue held under the collection
  number 3901
• http//www.lgbt-history.prideinplymouth.org.uk/

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Focus on Fielding and Platt

• Applicant Gloucestershire Archives
• Grant Awarded 42,900
• The project involves gathering, cataloguing,
  preserving, sharing, and celebrating the archival
  heritage of Fielding and Platt, iron founders and
  engineers in Gloucester for over a 100 years.
• The creation of an online catalogue and
  interactive community project website is
  currently ongoing and a variety of learning
  activities and volunteering opportunities offered
  to the community.

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Young Roots
Involving young people aged between 11 and 25 in
heritage

• Grants of between 3,000 and 50,000, for up to 2
  years
• Decision in 10 weeks.
• Delivered through partnerships between a heritage
  organisation and a youth organisation

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Harvesting Memories of Mid Devon

• Applicant Tiverton and Mid Devon Museum Trust
• Partners Young Farmers
• An intergenerational oral history project to
  capture and preserve the memories of the changing
  face of farming in the local area.
• Celebratory events will be held at local
  agricultural events over the summer of 2013 to
  raise awareness for the exhibition and to
  showcase the success of the project.

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John Babbacombe Lee Young Roots
Applicant Exeter Phoenix Partners Devon Record
Office, Exeter Guildhall and Newton Abbot Museum.
This project looked at the life of John
Babbacombe Lee. He was born in Abbotskerswell
in 1864. In 1884, he was accused of murder of his
employer in Babbacombe, tried at Exeter Guildhall
and found guilty. He faced the gallows but he
could not be hanged as every time he was placed
on the trap door it would not open. Young people
looked at Victorian life and then produced an
exhibition about John, along with dance and drama
performed in Abbotskerswell. This was an
imaginative, cost effective exploration of Devon
heritage.
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First World War

• HLF are actively seeking projects to commemorate
  the First World War through our open programmes
• With our funding, we want to help create a deeper
  understanding of the First World War and to
  create a legacy for future generations.
• Specific Grant Programme developed First World
  War The and Now

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First World War Then and Now

• New small programme dedicated to First World War
  now launched.
• Purpose to allow communities and young people to
  engage with the Centenary of the First World War
• The programme will offer grants of 3,000 to
  10,000

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Wylye Valley in 1914

• Applicant  Codford Local History Society ,
  Wiltshire
• Project The Society intend to research and
  publicise the establishment, purpose and social
  impact of temporary army camps which were set
  up along the Wylye Valley to train and prepare
  soldiers from Britain and the commonwealth for
  battle in France during The Great War.
• The project will produce heritage trail leaflets,
  a website and exhibition. Local field trips will
  be organised for local schools and learning
  events organised for families.

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Conflict and Change

• Applicant Bodmin Town Council, Cornwall
• Exploring the Life of VC Private Flynn, a local
  boy from Bodmin who fought during the First World
  War and won a Victoria Cross.
• The project will involve creating an exhibition
  to be displayed at Bodmin Museum.
• A booklet and DVD will also be produced to
  commemorate the centenary of WWI

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Heritage Grants - Above 100,000

• Two round process for all applications
• Decision on each application round within 3
  months
• Development grants
• 5 partnership funding for grant requests up to
  1 million

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Two Round Application Process
Lifecycle of a project
Outline proposals
Project ideas
Design briefs
Detailed proposals
Final proposals
Development Phase Review Up to 18 months
1st Round Application 3 months assessment
2nd Round Application 3 months assessment
Project Enquiry Form 10 days to respond
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Recent Awards

• Major Grants
• Kresen Kernow, Cornwall Council R1 pass 9.4
  million
• Plymouth History Centre, Plymouth City Council
  R1 pass 11.9 million

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The Enys Project

• Applicant Cornwall Council
• Grant Awarded 327,900
• A grant enabled the acquisition of the Enys
  Collection and delivered a programme of community
  learning and involvement
• The extensive collection consists of a range of
  estate, manorial, business and family records
  dating from the 13th to the 20th century, and is
  considered of prime importance and significance
  to the history of Cornwall

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What can we Fund?

• Displays / interpretation / exhibitions
• Costs for running activities
• Learning materials
• Equipment
• Facilities, hire costs rooms
• Research and creating records
• Publicity and marketing
• Additional staff costs
• Building repairs and preservation works
• Storage of records or collections
• Professional fees

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How can we help?

• The development team can provide advice and
  support and advise on your project
• Expressions of interest and enquiry forms are
  available on the website
• Our website has publications, case studies,
  guidance

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Contact Us
01392 223950 Heritage Lottery Fund,
southwest_at_hlf.org.uk 3rd Floor, Balliol House,
www.hlf.org.uk Southernhay Gardens Exeter,
Devon, EX1 1NP