Management and Maintenance Planning

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Management and maintenance planning November 2008 You can get more copies of this guidance by: ã ã ã ã ã d ownloading it from www.hlf.org.uk; e mailing enquire@hlf.org.uk; p honing our helpline on 020 7591 6042; c ontacting us by textphone on 020 7591 6255; or u sing Text Direct 18001 020 7591 6042. If you require a copy of this guidance in an alternative format (large print, braille or audio version), or if your first language is not English, we can provide it in the appropri
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  Managementand maintenanceplanning November 2008  You can get more copies of this guidance by: ãdownloadingitfrom www.hlf.org.uk; ãemailing enquire@hlf.org.uk; ãphoningourhelplineon 020 7591 6042; ãcontactingusbytextphoneon 020 7591 6255; or ãusingTextDirect 18001 020 7591 6042. Ifyourequireacopyofthisguidanceinanalternativeformat(largeprint,braille or audioversion),orifyourrstlanguageisnotEnglish,wecanprovideitinthe appropriate formatorlanguageifyouaskus.ItisalsoavailableinWelsh.  Welcome TheHeritageLotteryFund(HLF)wassetupin1994todistributemoneyraisedbytheNationalLotterytoheritageprojectsthroughouttheUK.Inourrst12yearsweawardedover£4billioningrantstoover26,000projects,frommulti‑million‑poundinvestmentsinwell‑knownsitesandbuildingstosmallgrantsmakingabigdierencetocommunitygroups.TheHeritageLotteryFund’sstrategicaimsareto:ãconservetheUK’sdiverseheritageforpresentandfuturegenerationstoexperienceandenjoy;ãhelpmorepeople,andawiderrangeofpeople,totakeanactivepartinandmakedecisionsabouttheirheritage;andãhelppeopletolearnabouttheirownandotherpeople’sheritage.Weproducearangeofguidancenotestoaccompanyourfundingprogrammesandapplicationmaterials.Thesearedesignedtoillustratethetypeofprojectswecansupportandhelpyoutopreparetheinformationweneedfromyoutoassess yourapplication.Wealsoaimtohelpyouplanyourprojecteectivelyandachieve   good‑qualityoutcomes,forheritageandpeople.Weassessallapplicationstoour Heritage Grants programme(grantsover£50,000)   intworounds.Thisissoyoucanapplyatanearlystageofplanningyourprojectandgetanideaofwhetheryouhaveagoodchanceofgettingagrantbeforeyousendusyourproposalsingreaterdetail.Attherstroundyoucanalsoapplyfora   developmentgrant.Ifyouaresuccessful,thiswillcontributetothecostofplanning   anddevelopingyourprojectuptoyoursecond‑roundapplication.Underour Heritage Grants programme(grantsover£50,000)youwillneedtoprovidea Management and Maintenance Plan withyoursecond‑roundapplicationif:ã youareapplyingfor more than £200,000 capital works suchasnewbuilding   orconservation,inaprojectofanysize. YoumustalsoreadtheguidanceandhelpnotesintheHeritageGrantsapplication   materials. Youshouldalsondthisguidanceusefulifyouareapplyingunderourother programmes: ã Townscape Heritage Initiative (grants£500,000–£2million)ã Repair Grants for Places of Worship (grants£10,000–£250,000(£100,000inWalesandNorthernIreland))ã Landscape Partnerships (grants£250,000–£2million)ã Parks for People (grants£250,000–£5million)Foracompletelistofourguidancenotesvisitourwebsite www.hlf.org.uk.   Heritage Lottery Fund Management and maintenance planning 2  Contents1 Introduction 42 About management and maintenance planning 53 Links between your management and maintenance planand other planning 84 Steps in preparing a management and maintenance plan 115 Contents o a management and maintenance plan 176 Tips or successul planning 18AppendicesAppendix AFurther guidance or dierent types o heritage 211 Historic buildings 212 Collections 233 Biodiversity 264 Landscapes – including historic designed landscapesand wider landscapes 295 Working industrial, maritime and transport heritage 336 New buildings and extensions 35Appendix BModel brie or commissioning a managementand maintenance plan 38Appendix CSummary table or management and maintenance 47Our oces 49 Heritage Lottery Fund Management and maintenance planning 3  1 Introduction Ifyourprojectinvolvesmorethan£200,000ofcapitalworks,suchasconservationornewbuildingwork,wewillaskyoutopreparea management and maintenance plan aspartofyourbid.Aspartofourstandardtermsandconditions,wewillalsoaskyoutomaintainthebenetsofyourprojectinthefuture.Thatmeanswewillexpectyoutomakesurethattheworkwehavefundediskeptingoodcondition.Onceyourprojectiscomplete,wewillalsoaskyoutoreporttousonhowyouaremaintainingtheworkwehavefunded.Thisguidancenoteexplainswhatamanagementandmaintenanceplanshouldcontainandhowitcanhelpyou.Ifyourprojectisquitecomplexanditinvolvesmorethanonekindofheritage  you mightnditusefultoproduceanintegratedconservationmanagementplaninstead.Thisissimilartoamanagementandmaintenanceplanbutincludesmore   informationaboutyourheritageandwhyitisimportant.Seeourguidanceon Conservation management planning. Thisguidancenotewillhelpyoutoprepareamanagementandmaintenanceplan.   Ittellsyouwhyweaskfortheseplansandhowtheycanhelpyoumanageyoursiteanddesignyourproject.ThistableexplainsthedierentstagesinourapplicationprocessforHeritageGrants.NumbersinbracketsrefertothequestionsintheHeritageGrantsapplicationform: Heritage Lottery Fund Management and maintenance planning 4 Schedule Conservation management Plan Management and maintenance plan When  needed Over£1milliongrantrequestfromHLFforaprojectinvolvingcapitaland/orconservationworks(oraprojectwithseveral.dierentkindsofheritagethatareimportantintheirownright).Submitanoutlineconservationstatement(2).   Telluswhowillprepareyourconservationmanagementplanandhowmuchitwillcosttoprepare(5b).   Tellushowyouthinkyouwillmeetmanagementand maintenance costs after your projectends(7a)(refertoyourconservationstatement).Under£1milliongrantrequestforaprojectinvolvingmorethan£200,000ofcapitaland/orconservationworks.Tellusinbriefhowyouwill maintain and manage the heritagebenetsofyourprojectafteritnishes(4d).   Telluswhowillprepareyour management and maintenance planandhowmuchitwillcosttoprepare(5b).   Tellushowyouthinkyouwillmeetmanagementand maintenance costs after your projectends(7a).Firstround
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