2. South East England Region
Sandra Martin
Development Officer
South East England Region
Broad outline of who we are, our main programmes and next steps
Some of you may know some of this information already, but we find it’s useful for applicants to know a bit more about our motives as a funder – good to understand the context.
As with any grant application, the key to a strong application is understanding your funder.
How much we spent in the South East last year – it’s going up – gives you an idea of the volume of applications we receive.

3. South East England Region
Do NOT mention PDA cl

4. A lasting difference for heritage and people Heritage Lottery Fund Strategic Framework 2013 - 2018
In July this year we launched our new Strategic Framework for the years
Since 1994 we have distributed over £5 billion in grants to sustain and transform the UK’s heritage, rescuing thousands of buildings and places from decay, breathing new life into neglected collections, parks and landscapes and inspiring communities to record and celebrate their stories.
We believe that the impact of heritage projects on individuals, communities and on the sector as a whole can be transformational – and this is reflected in the title of this, our fourth strategy – A lasting difference for heritage and people.
In this presentation I will give an overview of the key themes of the new framework, and changes you will see to our funding programmes over the coming months.

5. Who We Are A National Lottery Good Cause www.lotterygoodcauses.org.uk
Nationally, we have £402.5 million to spend in 2013/14
We have a number of different funding programmes with dedicated budgets
All money form National Lottery ticket sales
Most people will know us for our large scale projects – Somerset House, British Museum, Stonehenge…
BUT 60% of our projects are awarded as ‘small grants’ – anything under £100,000

6. Breakdown of pound 50p → Prize Fund
28p → Good Causes – HLF approximately 5p
12p → Government
5p → Retailers (as commission)
5p → Camelot

7. 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 of heritage assets in cases of clear public benefit
Public and
not-for-profit organisations such as:
Cannock Chase Heritage Trail

8. Priority Development Areas (or clusters)

9. What is heritage?
“….everything tangible and intangible that we have inherited from the past, and value enough to want to share and sustain for the future.”
Heritage includes many different things from the past that we value and that we want to pass on.
When young people think about heritage they often focus on the individuals and personalities involved rather than the buildings or the physical sites.
It can be easy to relate to other people and from that introduction, an interest in other matters, such as architecture, politics or culture, may grow.
All projects must have a heritage focus – you are assessed on this.

10. Heritage includes…. Historic Buildings and Sites Industrial, Transport and Maritime Museum, Records and Archives Countryside and Nature Designed Landscapes Cultures and memories

11. Key points for our funding programmes:
HLF funds projects;
All projects must have a defined heritage focus;
All projects must be well planned and budgeted.
HLF funds projects;
All projects must have a heritage focus;
All projects must include plans and costs.

12. Open Single Round programmes
Sharing Heritage
Grant requests of £3,000 to £10,000
First World War: then and now
Our Heritage
Grant requests of £10,000 to £100,000
Young Roots
Grant requests of £10,000 to £50,000

13. Targeted & 2 round funding programmes
Townscape Heritage
Landscapes Partnerships
Parks and Cemeteries
Urgent structural repairs to listed places of worship
Traditional skills
Start-up Grants
Heritage Enterprise
Heritage Grants (over £100,000)

14. Sharing Heritage Grants of £3,000 to £10,000
Small grants programme
No application deadline
Decision in 8 weeks
Short application form
For not-for-profit groups wishing to explore, share and celebrate an aspect of their heritage
Sharing Heritage Grants of £3,000 to £10,000
New small grants programme
No application deadline
Decision in 8 weeks
Short application form
For not-for-profit groups wanting to explore, share and celebrate their heritage
Must meet one outcome for people

15. Our Heritage Grants of £10,000 to £100,000
No application deadline
Decision in 8 weeks
One short application
For medium scale projects generally up to 3 years long
Conservation or intangible heritage focus
Our Heritage Grants of £10,000 to £100,000
No application deadline
Decision in 8 weeks
One short application
Transition funding will also be available
Applications meet 2 outcomes – one for heritage and one for people
Materials available Feb 2013

16. First World War: then and now Grants of £3,000 to £10,000
For communities to explore, conserve and share their First World War heritage;
No application deadline
Decision in 8 weeks
Short application form
For projects which benefit people of all ages
Sharing Heritage Grants of £3,000 to £10,000
New small grants programme
No application deadline
Decision in 8 weeks
Short application form
For not-for-profit groups wanting to explore, share and celebrate their heritage
Must meet one outcome for people

17. Young Roots Grants of £10,000 to £50,000
Project delivered by year olds through partnerships of heritage and youth organisations
Young people should lead activities and learn about heritage, gain new skills and have opportunities to share learning with others
No application deadline
Decision in 8 weeks
Our Heritage Grants of £10,000 to £100,000
No application deadline
Decision in 8 weeks
One short application
Transition funding will also be available
Applications meet 2 outcomes – one for heritage and one for people
Materials available Feb 2013

18. Our criteria for assessment
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 required?
Does your project offer value for money?
Is the project well planned?
Is the project financially realistic?
What outcomes will the project potentially achieve?

19. How can the development team help?
Provide advice and support before you apply
Project enquiry form/ expression of interest forms available
on our website

20. Complete a project enquiry or expression of interest form What is the title of your project Details of organisation The Heritage focus Your Project Project Management Project costs Any attachments (these are not mandatory) The Development Team we will contact you within 10 working days You will get a reference number We give helpful advice on how to improve you application

21. Go to the website Pick a programme from the drop down menu

22. Information about each of the funding programmes

23. Information about additional resources are given on the right hand side of the page

24. Moving towards an application

25. Next steps…

27. On-line form

28. Supporting documents

29. Technical issues
Development and Team Assistants can only help with non technical queries
‘Form Support’ deal with technical issues
Problems accessing or using the forms
Trouble up-loading or attaching information
Passwords
Send an , giving details of your query, to

30. Remember… The process is competitive Assessment takes at least 8 weeks Decision meetings for the single round programmes are monthly You will be contacted after with the decision If you are unsuccessful, a Grants Officer or Development Officer can give you constructive feedback on how to resubmit when you are ready

31. FAQ’s ‘Can I apply more than once
FAQ’s ‘Can I apply more than once?’ Yes - but how well run a previous project was might be taken in to consideration. ‘If I am unsuccessful can I re-apply?’ Yes and you will get feedback and advice from a Grants Officer. ‘Can I put in more than one application at the same time?’ Yes - but you must be able to demonstrate that your organisation has the capacity to do so. You might also be competing against yourself, if the applications are not staggered. ‘Will I receive partial funding?’ No HLF will offer the whole grant or nothing at all. ‘Can we include money we have already spend in a project bid?’ No we don’t fund retrospectively

32. Remember… The process is competitive Assessment takes at least 8 weeks Decision meetings for the single round programmes are monthly You will be contacted after with the decision If you are unsuccessful, a Grants Officer or Development Officer can give you constructive feedback on how to resubmit when you are ready