Natural & Cultural Scottish Natural Heritage Heritage Fund - - PowerPoint PPT Presentation

Natural & Cultural Heritage Fund

Eleanor MacDonald Natural and Cultural Heritage Fund Project Manager Susan Webster Natural and Cultural Heritage Fund Project Officer Scottish Natural Heritage

Natural & Cultural 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, social benefits and sustainable economic growth.

Natural & Cultural 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
• f 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 1 Evidence of need

• What problems are there?
• What needs to change?

2 Desired outcomes

• What do you want to

achieve?

• What will change?
• Who benefits?

3 Activities

• What do you need to do to

achieve the outcome? 4 Monitoring and evaluation How will you know if you have been successful? Have the activities achieved the anticipated change?

Natural & Cultural 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%
• f 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

value.

• ERDF is a funder of last resort.

Natural & Cultural Heritage 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 more outcomes

Natural & 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. Outcome 4 : There is coordinated promotion and interpretation of heritage assets across the region : improving reach and accessibility to information about assets

Natural & Cultural Heritage Fund

• 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

• f models available but the following 2 are applicable for the

NCHF:

• Flat Rate – 70% of Direct Staff Cost + 15%
• Procurement Route

Natural & Cultural 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 100% time £’s 0.75 FTE £’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 Total 32,200 24,150 Grant (70%) = £22,540 £16,905

Natural & Cultural Heritage Fund

CONTRACT DOCUMENTATION/INFORMATION Contract 1 Contract 2 PLANNING 1. Your organisation’s Procurement instructions/Standing orders at time of contract if not already provided. 2. Your organisation’s annual Procurement strategy for the year of contract 3. Was a project plan/commodity strategy completed? (The strategy should include Planning, Sustainable Procurement and Risk Management). 4. Estimated Value of Contract. ADVERTISING AND RESPONSE 5. Evidence of how you advertised the contract, e.g. Published OJEU PIN and Contract Notice , national press etc. Link to PCS documents. 6. Record of responses to the OJEU/National advert requesting the tender documents (in an open procedure) or expressing interest (in a restricted procedure, competitive dialogue procedure, competitive procedure with negotiation, or Innovation Partnership ). PRE-TENDER 7. Pre-Qualification Questionnaires/European Single Procurement Document (ESPD) or Expressions of Interest received (in a restricted procedure, competitive dialogue procedure, competitive procedure with negotiation, or Innovation Partnership). 8. Pre-qualification scoring documents, including selection criteria, scoring matrix (with full details of how individual and amalgamated scores were arrived at) and evaluation report.

Natural & Cultural 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

provided)

• Briefs for any commissioned works
• Organisational chart
• Arrangements for planning permission

Natural & Cultural Heritage Fund

• 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 Groups etc.

Natural & Cultural Heritage Fund

• Monitoring & Evaluation Plan
• Communications Plan
• Confirmation of all match funding
• Equalities Impact Assessment and

Equalities Action Plan

Natural & Cultural Heritage Fund

Timescales Oct-Dec 2018 Promotion of the Fund Roadshow meetings / webinars Meetings with prospective applicants November 2018 Fund criteria and applicant guidance published January - April 2019 Application round open May - June 2019 Assessment of applications September 2019 Funding awards From Sep 2019 Projects get underway June 2022 Final date for works to be completed

Natural & Cultural Heritage Fund

The application will be screened by

• ur admin
• fficer to

ensure it has all the information needed for assessment.

Screening Assessment and Scoring Eligibility Performance Management Board Approval - SNH CEO

If the application contains significant elements that are not eligible then the application will be returned with a clear explanation. Applications will be assessed individually by a panel of 3 assessors and then given a single score at a Moderation meeting of the 3 assessors. Recommend applications based on affordability individual scores, added value, cumulative impact and geographic spread. Select which applications will be approved for funding.

Natural & Cultural Heritage Fund

Questions