Eleanor MacDonald Natural and Cultural Heritage Fund Project Manager Susan Webster Natural and Cultural Heritage Fund Project Officer Natural & Cultural Scottish Natural Heritage Heritage Fund
Natural & Cultural Heritage Fund
Our Fund • Investing in the Highlands and Islands : Opportunities for investment to conserve, protect, promote and develop our natural and cultural heritage. • Promoting our natural and cultural heritage : New opportunities to promote the nature and culture of the more remote rural areas within the region. • Improving visitor experience and benefitting communities : Sensitive management of sites, Natural & social benefits and sustainable economic Cultural growth. Heritage Fund
• Fund will support and promote the value of the natural heritage • Natural and cultural heritage closely linked in Highlands and Islands • Demonstrates value of heritage in sustaining local populations, economies and jobs • As a national body, our remit covers the full Fund area • Experience of managing ERDF Challenge Funds Natural & Cultural Heritage Fund
To conserve, protect, promote and develop the sustainable use of the region’s natural and cultural heritage. To enhance the visitor experience to the Highlands and Islands through the sensitive promotion and enhancement of its natural and cultural heritage assets Natural & Cultural Heritage Fund
Activities that the fund will support: • Visitor and tourist facilities improving quality and accessibility of information and interpretation based on nature and culture • New products or services based on nature and culture • Digital interpretation & promotions of nature and culture Natural & Cultural Heritage Fund
Natural & Cultural Heritage Fund
• Focused on rural and remote areas of the Highlands and Islands Natural & Cultural Heritage Fund
Natural & Cultural Heritage Fund
• ERDF = £5.4m • Intervention rate = maximum 70% • Minimum project contribution is £250k • Overall value of fund = more than £7m Natural & Cultural Heritage Fund
• Public sector • Voluntary organisations • Charitable / third sector organisations • You must be able to demonstrate that you can comply with the rules of the Fund Natural & Cultural Heritage Fund
2 Desired outcomes 1 Evidence of need • What do you want to achieve? • What problems are there? • What will change? • What needs to change? • Who benefits? 3 Activities 4 Monitoring and evaluation • What do you need to do to achieve the outcome? How will you know if you have been successful? Natural & Have the activities achieved the Cultural anticipated change? Heritage Fund
• Projects must be located in the Highlands & Islands and benefit more remote and rural areas • Projects must be seeking an ERDF grant of a minimum of £250k. Normal maximum grant amount will be £1million, although we will consider exceptions to this • The maximum contribution available from the Fund is 70% of eligible costs. Applicants must therefore contribute a minimum of 30% of the project costs from other sources • Projects have to be additional – new, innovative or add Natural & value. Cultural Heritage • ERDF is a funder of last resort. Fund
• Applicants must be from public, voluntary or third sectors. Partnerships can apply where legally constituted. Private businesses are not eligible. • The Fund can’t support anything that is part of a statutory duty, condition of planning consent, anything already carried our or started. • Projects must not breach the State Aid tests. • Applicants must demonstrate that they own the land or have the legal rights to carry out works on land. Natural & Cultural Heritage Fund
• Fund’s priorities are based on 4 outcomes with activities relating to natural and / or cultural heritage assets • Types and size of projects : We’re looking to use this money to support around 10 major projects to be delivered by 2022. • Likely demand may exceed available funds so assessment and scoring will take place. Projects will be more likely to be successful in receiving funding if they deliver on two or Natural & more outcomes Cultural Heritage Fund
Outcome 1 : Heritage assets are more accessible and better promoted : consistent with sensitive management. Outcome 2 : The quality of visitor experience to the heritage assets is enhanced : quality of provision enhanced, accessible facilities encouraging visitors to discover and explore responsibly. Outcome 3 : New products, services and jobs based on heritage assets are created : sustainable social and economic growth based on sustainable environmental management of heritage assets. Natural & Cultural Outcome 4 : There is coordinated promotion and Heritage interpretation of heritage assets across the region : Fund improving reach and accessibility to information about assets
• Sustainable Development • Equal opportunities and non-discrimination • Equality between men and women Natural & Cultural Heritage Fund
Expenditure compliant with National Rules; Expenditure must be Defrayed; Expenditure must fit into the Cost Models; ERDF is a Gap Funder; ERDF – Demonstrate Additionality. Natural & Cultural Heritage Fund
What is a Cost Model? Cost Models can be described as a model for managing and claiming ERDF eligible expenditure and can be more appropriate for some projects than others. Cost Models are specific to ERDF Funding. There are a number of models available but the following 2 are applicable for the NCHF: - Flat Rate – 70% of Direct Staff Cost + 15% Natural & Cultural - Procurement Route Heritage Fund
- Direct Staff – Minimum 40% Dedicated (Timesheets) - Direct Staff Expenditure = Gross Pay + Employer Pension & National Insurance Contributions - Flat Rate – 15% represents an allowance offered by ERDF for Indirect Costs which have arisen due to the project. Natural & Cultural Heritage Fund
Flat Rate – Direct Staff Cost + 15% - Example For a Project Manager 1.0 FTE 0.75 100% time FTE £’s £’s Gross Salary 20,000 15,000 Employer’s National Insurance 5,000 3,750 Employer’s Pension 3,000 2,250 Total Eligible Staff Costs 28,000 21,000 15% Flat Rate 4,200 3,150 Natural & Cultural Total 32,200 24,150 Heritage Grant (70%) = £22,540 £16,905 Fund
Contract CONTRACT DOCUMENTATION/INFORMATION Contract 1 2 PLANNING Your organisation’s Procurement instructions/Standing orders at time of contract if not 1. already provided. 2. Your organisation’s annual Procurement strategy for the year of contract Was a project plan/commodity strategy completed? (The strategy should include 3. Planning, Sustainable Procurement and Risk Management). 4. Estimated Value of Contract. ADVERTISING AND RESPONSE Evidence of how you advertised the contract, e.g. Published OJEU PIN and Contract 5. Notice , national press etc. Link to PCS documents. Record of responses to the OJEU/National advert requesting the tender documents (in 6. an open procedure) or expressing interest (in a restricted procedure, competitive dialogue procedure, competitive procedure with negotiation, or Innovation Partnership ). PRE-TENDER Pre-Qualification Questionnaires/European Single Procurement Document (ESPD) or Natural & 7. Expressions of Interest received (in a restricted procedure, competitive dialogue procedure, competitive procedure with negotiation, or Innovation Partnership). Cultural Pre-qualification scoring documents, including selection criteria, scoring matrix (with full 8. details of how individual and amalgamated scores were arrived at) and evaluation report. Heritage Fund
Natural & Cultural Heritage Fund
Natural & Cultural Heritage Fund
• Financial Summary (using template provided) • VAT status letter – are you VAT registered or not? • Activity Plan – outlining key tasks and milestones • Risk Register (using template provided) • A map of the project area • Job descriptions for staff posts • Your recruitment policy (where staff posts included) Your procurement policy • • Contract information sheet (using template Natural & provided) Cultural • Briefs for any commissioned works Heritage • Organisational chart Fund • Arrangements for planning permission
• Any confirmation of match funding available at time of application • Letters of support from other organisations, community groups etc. • Photographs or visuals of the project site • Equalities Impact Assessment and Equalities Action Plan • Other relevant policies – e.g. Equal Opportunities, Environmental Sustainibility, Social Inclusion, Protected & Vulnerable Natural & Groups etc . Cultural Heritage Fund
• Monitoring & Evaluation Plan • Communications Plan • Confirmation of all match funding • Equalities Impact Assessment and Equalities Action Plan Natural & Cultural Heritage Fund
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