Heritage Lottery Fund
Heritage Lottery Fund - Funding the Archive
Sector
National Archives Event, Bristol Record
Office – 6th June 2014
Kelly Spry-Phare, Development Officer
Lottery
Fund – Grant Programmes
Heritage LotteryHeritage
Fund: Grants
programmes
Heritage Lottery Fund
Strategic Framework
2013 – 2018
making a difference for
heritage, people and
communities
making working with us
more straightforward
Heritage Lottery Fund – Grant Programmes
Key Funding Programmes
Heritage Grants
Our Heritage
Young Roots
Sharing Heritage
£100,000 +
£10,000 to £100,000
£10,000 to £50,000
£3,000 to £10,000
First World War: Then & Now
£3,000 to £10,000
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.
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
Outcomes for…
Heritage
•Better
managed
•In better
condition
•Better
interpreted and
explained
•Identified/
recorded
People
•Developed skills
•Learnt about
heritage
•Changed their
attitudes and/or
behaviour
•Had an
enjoyable
experience
•Volunteered time
Communities
•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
Heritage Lottery Fund – Grant Programmes
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 One outcome for heritage,
£2,000,000 one for people, one for
communities
Heritage Lottery Fund – Grant Programmes
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
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/Think
ing_about_Archives_people_and_communities.pdf
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
Some tips…
• Get feedback – speak to the
Development Team
•Be clear – don’t use jargon
•Read the guidance carefully, use
help notes and application
checklist
• Think carefully about your 200
word project summary
• Don’t start your project before
we have assessed it – factor in
timescales
•Check your application,
especially the finance section
SWIB, Plymouth - £109,300
Who do we fund?
Public and
not-for-profit
organisations
such as:
– 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
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
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?
Heritage Lottery Fund – Grant Programmes
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
Heritage Lottery Fund – Grant Programmes
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
Heritage Lottery Fund – Grant Programmes
St Neot’s 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.
Heritage Lottery Fund – Grant Programmes
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
Heritage Lottery Fund – Grant Programmes
Sensing our Past
Applicant: Taunton and Somerset
NHS Foundation Trust
Project: Sensing our Past
• A 2 year project to gather people’s
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
Heritage Lottery Fund – Grant Programmes
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
Heritage Lottery Fund – Grant Programmes
LGBT Archive
Applicant: Plymouth Pride Forum
Grant Awarded: £35,000
• The project captured oral histories of older
members of Plymouth’s 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.lgbthistory.prideinplymouth.org.uk/
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.
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
Heritage Lottery Fund – Grant Programmes
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.
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.
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
Heritage Lottery Fund – Grant Programmes
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
Heritage Lottery Fund – Grant Programmes
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.
Heritage Lottery Fund – Grant Programmes
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
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
Two Round Application Process
Lifecycle of a project
Project
ideas
Design
briefs
Outline
proposals
Detailed
proposals
Project
Enquiry
Form
1st Round
Application
Development
Phase &
Review
2nd Round
Application
10 days to
respond
3 months
assessment
Up to 18 months
3 months
assessment
Final
proposals
Recent Awards
Major Grants
• Kresen Kernow, Cornwall Council – R1 pass £9.4 million
• Plymouth History Centre, Plymouth City Council – R1 pass
£11.9 million
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
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
Heritage Lottery Fund – Grant Programmes
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
Heritage Lottery Fund – Grant Programmes
Contact Us
01392 223950
Heritage Lottery Fund,
3rd Floor, Balliol House,
Southernhay Gardens
Exeter, Devon, EX1 1NP
southwest@hlf.org.uk
www.hlf.org.uk
Title of presentation – edit in master