Changes to our guidance and forms

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We’re making some changes to our rolling programme guidance and application forms which will come into effect on 7 February.

You will see these changes even if you started your application before 7 February.

Changes of particular significance include –

For Young Roots and Our Heritage grants:

  • We’ve relaxed our requirement for grantees to own items they would like to undertake conservation work on. We now state that organisations borrowing items may include costs for conservation (in order to make them suitable for exhibition display, for example) if these form a small part of the grant.
  • We’ve added a new question: ‘How are you planning to promote and acknowledge National Lottery players' contribution to your project through HLF funding?’
  • We’ve provided comprehensive guidance on contingency funds, and ‘Contingency’ is now a mandatory heading in the budget.

For First World War and Sharing Heritage grants:

  • We’ve relaxed our requirement for grantees to own items they would like to undertake conservation work on. We now state that organisations borrowing items may include costs for conservation (in order to make them suitable for exhibition display, for example) if these form a small part of the grant.

For Heritage Grants:

  • We’ve added a new question: ‘How are you planning to promote and acknowledge National Lottery players' contribution to your project through HLF funding?’
  • We’ve provided comprehensive guidance on contingency funds, and ‘Contingency’ is now a mandatory heading in the budget.

For Heritage Grants, Heritage Enterprise, Grants for Places of Worship, Parks for People, Landscape Partnerships and Townscape Heritage grants:

  • We’ve added ‘inflation’ as a mandatory heading in the budget
  • ‘Digital outputs’ are now a separate cost heading under delivery-phase capital costs
  • ‘Loan finance’ can now be entered as an income stream
  • We now ask how many people your organisations employ
  • We now require details of your trustees, their knowledge and experience, and plans for governance review
  • We now require details about previous project experience, as well as previous and predicted visitor figures
  • For projects involving capital works, we now ask you to include the remaining RIBA stages of the project within your second round timetables
  • We now ask for more information about deadlines and dates that will affect your project’s timetable
  • The summary timetable for delivery is now pre-populated with the ‘anticipated practical completion date’ for any capital work.

These are only some of the changes which have been made. Please read the PDF attached below (you’ll need to be logged in to see it) for a fully detailed account of all the changes to our guidance and forms.

We’ve posted details elsewhere about changes specific to the Young Roots and Landscape Partnership programmes.

If you have any questions about these changes, please post them below.

View Laura Butcher's profile Laura Butcher Jan 24 2017 - 10:15am
  1. Hi - I'm Gill Daly and I'm working on a Round 1 application form for the Places of Worship fund for my church, St Bartholomew's in SE26.

    Our architect says we don't have to tender for an architect (ie Lead Professional Advisor) until and unless we are successful, but I'm reading your guidance notes as saying that we have to go through the procurement procedure before applying.

    I don't know if this is something new as she does have past experience of HLF applications and I've looked everywhere for an answer but only found some discussion relating to LP grants. Could you help me please?

  2. View Mrs Daly's profile Mrs Daly
    Offline | Last seen: 1 month 2 weeks ago
  3. in reply to

    Hi Gill,

    Thanks for your question; it’s great to hear that you're planning to apply.

    The short answer is that it’s not a requirement, but you can if you want to. If your application is successful you will need to be able to demonstrate that you undertook a competitive appointment process for your lead professional adviser. Carrying this out after an award has been made can delay a project, so some applicants choose to undertake this step before they apply.  

    I hope this answers your question.

    Thanks,

    Adam

  4. View Adam Tyson's profile Adam Tyson
    Offline | Last seen: 4 days 21 hours ago
  5. in reply to

    Thank you Adam for the prompt reply.

    I'm just a little worried that we might be marked down if we don't, as the guidance notes say we need to confirm that we have. Our architect has built time into the process for the bidding process after approval but we'll have another think about this. As you say, it could delay us so perhaps we should at least draw up a short list at this point. 

    Best Regards

    Gill

  6. View Mrs Daly's profile Mrs Daly
    Offline | Last seen: 1 month 2 weeks ago
  7. Thanks for your comment Gill – Adam (our Historic Environment Policy Advisor) will be in touch with you soon about your procurement question.

    In other news, a member of the online community has just drawn our attention to an important update. We have talked with our IT developers, and although all changes were due to be made to all mentioned forms, it turns out there are some exceptions.

    Although all of the changes mentioned above will appear in application started after 10 am on  7th February, for any applications started before 10 am on 7th February the following changes will not appear in forms for Heritage Grants, Heritage Enterprise, Grants for Places of Worship, Parks for People, Landscape Partnerships and Townscape Heritage grants:

    • The ‘Digital outputs’ cost-heading in 7d (Delivery-phase capital costs).
    • The Loan / Finance project income option in 7b (Development-phase income.) and 7g (Delivery Phase income).
    • The prepopulated ‘Anticipated Practical Completion date’ task in the timetable section (5f).

    All other updates will still feature.

    Please also note that for Heritage Enterprise, Grants for Places of Worship, Parks for People, Landscape Partnerships and Townscape Heritage grants, PDFs of application forms and helpnotes for these programmes will not be updated on the website. This will take place in a few months time.

    I’m very sorry if this has caused any confusion – this was an unexpected turn of events. If anyone has any further questions about this, please get in touch.

    Laura

  8. View Laura Butcher's profile Laura Butcher
    Offline | Last seen: 1 month 2 weeks ago
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