Making a good application to us

How we assess your application

The difference your project will make to heritage, people and communities

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

Outcomes within your project

AIM: Celebrate the 250th anniversary of a local canal opening

Research and produce a commemorative booklet

Heritage will be better interpreted and explained

Train volunteers to run guided walks

People will develop skills

Involve a local school in conservation days

More people and a wider range of people will engage with heritage

How we assess your application • What is the Heritage? • Why is the heritage important? • Is the heritage focus clear? • Is the project well planned? Will it be well managed? • Is there a need and demand? Options appraisal, consultation • Is your project sustainable? Will there be legacy? • What is the difference the project will make? • How will you publicise your project? • The main contact may get a call, but only about specific details

Value for Money Is your grant request in balance with the benefits of your project? Can you meet the on-going maintenance or revenue costs?

Is your project financially realistic? Have you accurately costed everything you need?

Detail required in budget This will show how your project will offer good value For example;

How Much £

VAT you Cannot Claim Back

Total £

Cost Heading

Description

Equipment and Materials

Recording Equipment for oral histories 2 x £400

800

160

960

Microphones 4 @ £45 each

180

16

196

Costumes for drama production 20 costumes

420

84

504

You can add in extra lines to the budget, for more detail

Non Cash Contributions & Volunteer Time Non cash contributions - Things you need but do not have to pay for Details of non cash contributions

Estimated value

Use of meeting room

£150

(£15 per hour for 10 hours over life of project)

Volunteer Time - time people contribute to the project rather than taking part

Description of Volunteers' Tasks Providing professional oral history training

No of £ a Estimated Days day Value 2

350

700

Top tips • Get advice - from us, other organisations and successful projects, eg CRT, Natural England • Read the guidance and list of supporting documents • Make sure relevant permissions are in place • Don’t start your project before we have assessed it

• Procurement requirements/recruitment for new staff • Make sure to get everything to us by the deadline

Project plans For applications under:

Our Heritage (grants of £10,000 to £100,000) & Young Roots (grants of £10,000 to £50,000)

Project Plan Example Excerpt Two lines taken from a Project Plan for a wildlife conservation project When?

What?

Where?

Who will carry Who is the out the activity? activity for?

What will you achieve?

Set up -Yr.1 Jan Meetings

1) Setup and service project steering group Meetings to keep project on track

Project Office

Project Manager and Project Officer

Creation of a group to have say in the progress of the project.

Meetings held every 3 months throughout the project

Jun – Sept, Yr.1 6) Organise 32 Apr – Aug Yr.2 Conservation Days Area clearance Putting up new fencing Nesting boxes Accessible paths and decking laid

At the LNRs site

Volunteers, members of local wildlife groups, Wildlife Trust Staff and Project Officer

Members of partner organisations, reps from Volunteer Centre, local teacher, volunteers

Representatives from steering group to assist with Project officer Interviews

6 meetings held; to keep track of the project and discuss progress Volunteers, Around 20 Volunteers will members of local develop skills in heritage wildlife groups, management and the local community Through these activities the heritage will also be in better condition and better managed. Making it more accessible for visitors and future wildlife.

Project Plans Activity

You are a Grants Officer for Heritage Lottery Fund and have two projects both requesting £35,000 on your desk. You start your assessment by looking at the project plans.

Based on the two project plan excerpts which project would you support and why?

Project Plan Activity What could be improved in the example project plans? When?

We will start the walks at the beginning of the project, and will run 3 a year throughout the life of the 2 year project

What?

Organise and deliver guided walks, this could include up to 10 walks per year depending on the number of people interested in the project At the end of Produce and put the project after on a travelling all the activities exhibition, which have been will be based on completed the themes of the project

Where?

Who will Who is the What will you carry out the activity for? achieve? activity?

Activities will take place at the SVLNR

Project participants

General public especially targeted towards local elderly people why?

6 venues in the local community have expressed an interest in housing the exhibition, We believe it is important to share with the community at appropriate community venues

Staff and volunteers. Training for volunteers will be provided

General public The exhibition will help people learn more about heritage.

The guided walks will help people to understand their local wildlife. How many people will be involved?

Heritage Grants Grants requests over £100,000

Heritage Grants Application Process Lifecycle of a project Project ideas

Design briefs

Outline proposals

Detailed proposals

1st Round Application

Development Phase & Review

2nd Round Application

Up to 24 months

3 months assessment

3 months assessment

Final proposals

Applying online

You will need to remember your email address and password to log back into your account!

You will need to select the programme under which you will apply

Making an application - Online All expression of interest forms (grants up to £10,000) project enquiry forms and application forms are now completed online via our website www.hlf.org.uk

For IT support contact:

[email protected] Include your log-on email address and password, and your project reference number, if known.

How can the development team help?

• Provide advice and support

• Project enquiry form, available on our website • Workshops in our offices every month

Contact Us

West Midlands: Tel: 0121 616 6870

Email: [email protected]

East Midlands: Tel: 0115 934 9050

Email: [email protected]

North West: Tel: 0161 200 8470

Email: [email protected]

Or contact your local team through HLF website

Heritage Matters