Cynlluniau ardal a chynlluniau gweithredu ardal

Rydym yn argymell eich bod yn darllen y canllawiau hyn yn llawn cyn cyflwyno eich ymholiad prosiect neu fynegiant o ddiddordeb a chyn llenwi eich ffurflen gais.

Rydyn ni ar hyn o bryd yn cyfieithu ac yn ychwanegu fersiwn Cymraeg o'r canllaw arfer da yma a fydd ar gael cyn bo hir. Os hoffech ragor o wybodaeth cysylltwch â cymorthcymraeg@heritagefund.org.uk

Bydd y canllawiau hyn yn:

  • eich helpu i benderfynu a yw eich prosiect yn gynllun sy'n seiliedig ar ardal
  • rhoi gwybodaeth i chi a fydd yn eich helpu i gynllunio cais yn ystod y cyfnod datblygu a chyflwyno
  • darparu adnoddau a gynlluniwyd i'ch helpu i gynllunio eich prosiect treftadaeth
  • darparu enghreifftiau o gynlluniau llwyddiannus yn seiliedig ar ardal

Beth yw cynllun sy'n seiliedig ar ardal?

Mae cynlluniau sy'n seiliedig ar ardal yn mabwysiadu dull cyfannol a chytbwys o wella ardal ddiffiniedig o amgylchedd naturiol, amgylchedd adeiledig neu dirwedd ger tref neu ddinas.

Dylid ystyried cynllun sy'n seiliedig ar ardal fel rhan o strategaeth neu uchelgais ehangach i wella cyflwr a rheolaeth ardaloedd o werth hanesyddol neu dirwedd a helpu pobl i gysylltu ag ef.

Mae gwarchod ardaloedd hanesyddol boed yn yr amgylchedd adeiledig neu naturiol yn broses hirdymor. Er y gallwn helpu i gefnogi cyfnod o weithgarwch mwy dwys, dylai ein cyllid fod yn rhan o weledigaeth ehangach a ddylai ysgogi gweithgarwch pellach a chael etifeddiaeth barhaol.#

Rydym yn disgwyl i gynlluniau gael eu harwain gan bartneriaethau o fuddiannau lleol, rhanbarthol a chenedlaethol gyda'r nod o adfywio ardaloedd sydd o dan anfantais economaidd drwy warchod, atgyweirio a gwella eu cymeriad penodol er budd trigolion, gweithwyr ac ymwelwyr lleol.

Gallwch wneud cais am grant o £250,000 i £5,000,000.

Mae dau gam i'r broses ymgeisio.

Dewis ardal eich cynllun

Yn ôl ardaloedd o werth hanesyddol neu dirwedd, rydym yn golygu daearyddiaeth gyda ffin glir sydd wedi adeiladu a/neu nodweddion naturiol a chymeriad penodol sy'n cael ei gydnabod naill ai'n ffurfiol neu'n anffurfiol. Er enghraifft:

  • Trefluniau hanesyddol
  • Ardaloedd cadwraeth lle ceir cymysgedd o adeiladau o wahanol ddefnyddiau gan gynnwys mannau cymunedol, preswyl, manwerthu a busnes yn ogystal â mannau cyhoeddus
  • Ardal o dirwedd gyda nodweddion treftadaeth naturiol, archaeoleg, adeiledig a diwylliannol sy'n rhoi cymeriad ac ymdeimlad unigryw o le iddo.

Os nad oes gan eich ardal ddynodiad ffurfiol fel ardal gadwraeth neu ardal gymeriad tirwedd bydd angen i chi ddarparu asesiad o gymeriad arbennig yr ardal. Cewch ragor o ganllawiau ar arfarniadau ardal yn y canllawiau hyn.

Bydd angen i chi ddangos sut y bydd eich cynllun yn cefnogi gwelliannau amgylcheddol, cymdeithasol ac economaidd yr ardal yn unol â strategaethau ehangach ar gyfer adfywio neu wella bioamrywiaeth.

Yr hyn yr ydym yn disgwyl ei ariannu 

Mae cynllun sy'n seiliedig ar ardal yn cynnwys portffolio cytbwys o brosiectau integredig a allai, gyda'i gilydd, adfywio ardaloedd hanesyddol y mae angen buddsoddi yn eu lle.

Dylai'r cynlluniau hyn anelu at atal a gwrthdroi dirywiad tirweddau a threfluniau hanesyddol drwy fanteisio ar eu cymeriad unigryw i greu mannau deniadol, bywiog a diddorol lle mae pobl am fyw, gweithio, ymweld a buddsoddi. Gan ddefnyddio ein cyllid, gellir cyflawni hyn drwy:

Gwaith corfforol i atgyweirio a gwella'r ardal hanesyddol, gan gynnwys:

  • gwneud gwaith atgyweirio strwythurol ac allanol ac adfer elfennau o fanylion pensaernïol i adeiladau hanesyddol
  • gwarchod strwythurau hanesyddol eraill a chael gwared ar strwythurau amhriodol, er enghraifft o fewn tirwedd
  • gwaith i ddod ag adeiladau gwag yn ôl i ddefnydd neu annog ailddefnyddio gofod gwag uwchben siopau
  • gwaith i alluogi "yn y cyfamser" neu "ddefnyddiau dros dro" o fannau sydd heb eu defnyddio ar hyn o bryd
  • adfer neu wella cynefinoedd a geir yn yr ardal
  • gwelliannau i'r amgylchfyd cyhoeddus drwy warchod, adfer neu adfer nodweddion treftadaeth
  • ailgyflwyno technegau rheoli tir traddodiadol
  • gwarchod a dehongli archaeoleg a daeareg
  • diogelu a gwella cyflenwadau dŵr a draeniad
  • torri coed, clirio llwyni ac adfer cynefinoedd â blaenoriaeth
  • ail-gylchu neu ail-leoli gwasanaethau statudol sy'n niweidiol i'r dirwedd (lle mae hyn yn rhan fach o'r cynllun)
  • gwella mynediad i bawb, gan gynnwys pobl ag anableddau
  • gwella cyfleusterau cyhoeddus fel toiledau, seddi neu fannau picnic
  • gwella rheolaeth hirdymor y dirwedd neu'r dreflun a'i chynaliadwyedd yn y dyfodol
  • datblygiad o ansawdd da a chydymdeimladol mewn safleoedd bwlch (lle nad yw'r rhain yn ffurfio prif ffocws y cynllun)

Gweithgareddau i helpu pobl i ymgysylltu â'r dreftadaeth, gan gynnwys

  • darparu hyfforddiant mewn natur draddodiadol neu feithrin sgiliau cadwraeth ar gyfer contractwyr a hyfforddeion
  • dod â'r gymuned at ei gilydd i archwilio eu treftadaeth drwy, er enghraifft, ddiwrnodau agored, arddangosfeydd a theithiau
  • arddangosiadau o dechnegau cynnal a chadw da ar gyfer perchnogion eiddo
  • cofnodi, asesu ac ymchwilio i'r hyn sy'n gwneud cymeriad yr ardal yn unigryw
  • gweithgareddau a dehongli i gynyddu'r ystod o gynulleidfaoedd
  • creu cyfleoedd dysgu ffurfiol ac anffurfiol newydd
  • rhoi sgiliau a hyfforddiant i bobl sy'n cyfrannu at gadwraeth a rheolaeth hirdymor yr ardal

Rydym hefyd yn cefnogi gwaith i'ch helpu i ddatblygu a chynnal eich prosiect, megis:

  • prisiadau, ffioedd proffesiynol neu'r costau sy'n gysylltiedig â chael caniatâd statudol
  • gwaith ymchwil a chynllunio strategol i ddiogelu'r dull hirdymor o ymdrin â chadwraeth
  • paratoi Arfarniad Ardal a Chynllun Rheoli Ardal
  • cyflogi staff prosiect

Os yw perchnogion preifat neu sefydliadau er elw yn rhan o'ch cynllun, rydym yn disgwyl i fudd cyhoeddus orbwyso unrhyw fudd preifat.

Gweithgareddau sy'n debygol o gael eu hystyried yn flaenoriaeth is:

  • adeiladu adeilad neu strwythur newydd
  • cynlluniau wedi'u pwysoli'n ormodol tuag at un prosiect mawr
  • cynlluniau wedi'u pwysoli'n ormodol tuag at gaffael tir neu eiddo
  • cynlluniau heb fawr ddim budd cyhoeddus, er enghraifft gwaith amaethyddol cyfredol neu warchod adeiladau sy'n cael eu defnyddio'n weithredol ar gyfer gwaith amaethyddol
  • cerbydau, peiriannau neu drafnidiaeth at ddefnydd preifat neu fudd-dal
  • gwaith peirianneg sy'n gysylltiedig â rhyddhad rhag llifogydd, ffyrdd newydd, pontydd neu systemau traffig

Manteision mabwysiadu dull seiliedig ar ardal

  • Gall fod yn ffordd effeithiol o ddefnyddio treftadaeth i helpu i drawsnewid eich ardal leol yn gymdeithasol ac yn economaidd er budd pobl a chymunedau.
  • Gall helpu i atal a gwrthdroi dirywiad trefluniau a thirweddau hanesyddol drwy greu mannau deniadol, bywiog a diddorol lle bydd pobl am fyw, gweithio, ymweld a buddsoddi.
  • Gall helpu i atal a gwrthdroi treftadaeth naturiol a bioamrywiaeth ar raddfa tirwedd mewn ffordd a allai gyd-fynd â Chonfensiwn Tirwedd Ewrop.
  • Mae'n gyfle i edrych y tu hwnt i brosiectau unigol i fabwysiadu dull integredig, cyfannol a strategol o wella pob agwedd ar faes o werth hanesyddol a/neu dirwedd. Dylai'r manteision cyffredinol fod yn fwy na manteision cyfunol y prosiectau unigol o fewn y cynllun.
  • Mae’n rhaid i gynlluniau sy'n seiliedig ar ardaloedd ddangos cysylltiadau clir a chadarn â strategaethau ehangach, er enghraifft, adfywio, bioamrywiaeth a sgiliau, fel bod gwelliannau a gyflawnir yn fwy tebygol o gael eu hymgorffori yn yr ardal leol a'u cynnal yn y dyfodol.
  • Mae amrywiaeth treftadaeth mewn ardal leol a'r angen i sicrhau amrywiaeth o fanteision i amrywiaeth o randdeiliaid yn gofyn ac yn atgyfnerthu'r angen am waith partneriaeth effeithiol.
  • Mae'n annog dealltwriaeth ehangach o'r berthynas ddeinamig rhwng treftadaeth naturiol, yr amgylchedd adeiledig, pobl a chymunedau, sefydliadau lleol a busnesau lleol sy'n arwain at ddealltwriaeth ddyfnach o'r materion sy'n effeithio ar le a sut y gellir goresgyn y rhain.
  • Drwy sicrhau consensws ymhlith gwahanol berchnogion treftadaeth y gall treftadaeth helpu i ddatgloi potensial cymdeithasol ac economaidd ardal, mae'n gyfle i fuddsoddi mewn ystod eang o ffynonellau gan gynnwys unigolion preifat a sefydliadau masnachol.
  • Gall cynlluniau geisio sicrhau trawsnewid cymdeithasol ac economaidd yr ardal leol drwy wella llesiant pobl leol, a chynnydd mewn swyddi, gweithgarwch busnes, twristiaeth a'r hyn a gynigir i ymwelwyr.#

Eich Cynllun Gweithredu Ardal

  • Os bydd eich cais am gyfnod datblygu ar gyfer cynllun ardal yn llwyddiannus, bydd rhaid i chi lunio Cynllun Gweithredu Ardal.
  • Mae eich Cynllun Gweithredu Ardal yn ddogfen sy'n eich helpu i integreiddio holl wahanol agweddau eich cynllun yn gyfan gwbl gydlynol ac integredig.
  • Eich maniffesto chi ar gyfer eich ardal chi, ei phobl a'i chymunedau.
  • Dylai ymgorffori dyheadau a bwriadau cyffredin partneriaid y cynllun a dylai ddangos gweledigaeth glir yn ystod a thu hwnt i'ch prosiect.
  • Mae pob cynllun yn unigryw, nid yn unig o ran nodweddion ffisegol yr ardal, ond hefyd y cyd-destun cymdeithasol, natur yr economi leol, cyfansoddiad y bartneriaeth a rôl y sefydliadau partner. Dylai eich cynllun adlewyrchu anghenion eich ardal a'ch partneriaeth.

Dylai eich Cynllun Gweithredu Ardal:

  • esbonio nodweddion ffisegol yr ardal, am wahanol bobl a sefydliadau sydd â diddordeb yn y dreflun neu'r dirwedd a'r ffordd y mae'r grwpiau a'r unigolion hynny'n ymwneud ag ef
  • crynhoi'r hyn y mae'n ei olygu i'r ardal sy'n bwysig ac i bwy a pham
  • cyflwyno gweledigaeth gytûn eich partneriaeth ar gyfer yr ardal
  • nodi a darparu manylion prosiectau a fydd yn helpu'r cynllun i gyflawni canlyniadau Cronfa Treftadaeth y Loteri Genedlaethol
  • esbonio sut y bydd eich cynllun yn cael ei ddarparu, gan gynnwys staffio, amserlenni, costau
  • amlinellu gwaddol hirdymor arfaethedig eich cynllun a sut y caiff hyn ei sicrhau

Drwy baratoi eich Cynllun Gweithredu Ardal, dylech ystyried sut a pha adnoddau y bydd eu hangen arnoch i werthuso eich cynllun yn seiliedig ar ardal.

Yn ogystal â bodloni eich gofynion ymgeisio ar gyfer y cyfnod cyflawni, bydd cynllun wedi'i gynhyrchu'n dda yn:

  • dangos i bawb, gan gynnwys partneriaid a chyllidwyr eraill, y bydd eich cynllun yn cael ei ystyried yn dda, yn cyflawni canlyniadau pwysig, yn cyd-fynd â strategaethau ehangach, ac yn cael ei gyflwyno i'r safonau proffesiynol uchaf
  • fod yn ganolbwynt cyfathrebu, o fewn y bartneriaeth a thu hwnt
  • rhoi offeryn rheoli prosiect hanfodol i chi

Strwythur a chyflwyniad eich Cynllun Gweithredu Ardal

Bydd datblygu eich Cynllun Gweithredu Ardal yn eich helpu i gynllunio, strwythuro, costio a rheoli'r gwaith o gyflawni eich cynllun ardal. Cyfrifoldeb partneriaeth y cynllun yn ei chyfanrwydd ydyw, a bydd angen i bob aelod roi mewnbwn a chymryd perchnogaeth o'r ddogfen derfynol.

Strwythur a awgrymir:

1. Ardal y Cynllun
2. Y Weledigaeth a'r Strategaeth
3. Cytundeb Partneriaeth a Phartneriaeth y Cynllun
4. Cynllun
5. Ymgysylltu â phobl a chymunedau
6. Grantiau Cymunedol
7. Rheoli eich cynllun yn seiliedig ar ardal

  • Strwythur rheoli prosiectau
  • Asesiad risg ar lefel cynllun
  • Caffael nwyddau, staff a gwasanaethau
  • Disgrifiadau swydd a briffiau ar gyfer gwaith arbenigol
  • Ansawdd data a hygyrchedd
  • Amserlen y prosiect
  • Dadansoddiad manwl o gostau
  • Llif arian y prosiect
  • Cyfrifiadau ar gyfer adennill costau llawn

8. Atodiad

  • Arfarnu Ardal
  • Cynllun Rheoli Ardal
  • Strategaethau lleol, rhanbarthol a chenedlaethol

Cyflwyniad a awgrymir:

Include an executive summary no longer than a single A4 page

Include a contents page

Consider including maps, photos, diagrams and tables. Your enthusiasm for your area will be brought to life if you include images from your area appraisal document such as historic maps, characteristic features or photos

Present your Plan as an electronic document such as a PDF. Think about the design including the choice of font size and the way you use colour. Your plan will need to be printed out or photocopied either in full or in part so you should think about how it looks when it is reproduced in print. The RNIB publish useful 'clear print' guidelines.

Your scheme area

Prior to your application you must identify an area that has a distinctive character that is recognised and valued by local people. By taking a character approach, you will be able to identify what makes the area unique and recognisable, what gives it its sense of place, and describe this in your application form and your Area Action Plan.

Your area-based scheme should demonstrate an integrated approach that considers the needs of the built and natural environment, management practices, the range of cultural practices associated with the area, and the communities that live there.

This section of your Area Action Plan should include:

  •   A summary that explains the distinctive character of your area and how this has evolved over time – including all land, biodiversity, structures, buildings and features that make or could make positive contributions to the area's overall distinctiveness
  • Information on how the area is currently managed and protected; including assessment of current  strategies and policies against appropriate sector benchmarks, and availability and need of heritage skills
  • Analysis of the area's demographic, social and economic conditions; an assessment of the different interest and concerns of stakeholders such as owners of heritage, local communities, business community, and visitors
  • Threats to the area and opportunities to address these such as climate change; broader political environment and policy issues; social and economic changes; and local attitudes and understanding of the heritage
  • Summary of the type and category of work which could be carried out to preserve and enhance the character of land, biodiversity, structures, buildings, features and the overall area
  • Your rationale for your chosen scheme boundary
  • An assessment of policies and statutory powers that need to be put in place to protect the area’s character and sustain the benefits of your scheme in the long-term for the benefit of the heritage and local communities
  • Information which will help you design activities which you will run as part of your scheme in order to raise awareness and understanding, and engage local people, with the area's heritage

Ffin y cynllun

We will expect your boundary to reflect the distinctive character of the area, the physical features on the ground, together with the views and values of local people. It should not be defined by administrative boundaries.

Schemes that are geographically concentrated to maximise impact have a greater chance of success. We recommend that your scheme boundary is tightly drawn and focused on one or more clusters of heritage in close proximity.

We do however recognise that in some areas, such as moorland regions, working over a large area can more effectively address the needs of the landscape.

You will need to justify your rationale for your chosen boundary and if it covers a large area this should include how you will ensure the benefits of our funding are not too thinly spread.

Gwerthuso ardal: arfarnu cymeriad eich ardal

Your Area Appraisal is the foundation for developing your scheme in detail. There should be a clear relationship between the findings of the appraisal and the projects/activities of your scheme.

 

The appraisal provides a basis for making decisions about the future of your area and is an opportunity to record, understand and evaluate its special interest.

 

If your area is designated, such as an Area of Outstanding Natural Beauty (AONB) or a Conservation Area, it is an opportunity to re-assess the existing designation.

  Your Area Appraisal should be based on surveys and investigations, as well as historical sources, maps and plans. You should illustrate it with photographs and, where possible, historical images and master plans. Make reference to more detailed supporting information such as heritage audits, inventories and any other relevant piece of research.

You will need to involve the community in preparing your Area Appraisal and consider their views and aspirations for the area.

Your Area Appraisal should be used to support relevant supplementary planning documents such as Local Plans and Neighbourhood Plans and inform planning policy and planning decisions affecting the area.

Our conservation plans guidance can be useful for developing your area appraisal.

You will need to provide an outline description of the character of your area with your development phase application.

Eich cynllun rheoli ardal

Your Area Management Plan builds on your Area Appraisal and the assessment of your area’s heritage need. You must prepare your Area Management Plan while developing your scheme.

The benefits of your scheme will quickly disappear if the area does not benefit from management that respects its heritage and conservation value in the long term.

Therefore, you will need to develop a succinct management plan for your area, which sets out the measures you have or will put in practice to make sure that the benefits of your scheme are maintained.

  Your Area Management Plan must consist of:

  • a description of the heritage and conservation value of the area and the potential threats to it
  • policies and strategies
  • proposed planning measures
  • a framework for design and maintenance standards
  • community consultation and engagement
  •  a short statement about how you will put the plan into practice

Your Area Management Plan must also:

  • consider whether any training and learning activities are necessary to sustain a conservation-led approach to managing the area over the long term and build upon the training initiatives
  • set out good practice standards that owners of heritage will be expected to achieve in work to their land or buildings including the maintenance of heritage
  • e xpress how the long-term vision for your area will be achieved - the legacy of your scheme.
  • provide fully costed proposals for managing and maintaining your scheme area, to show how you will sustain the benefits of our funding

Amodau

Your scheme partnership must formally adopt the management plan by the time we give you permission to start your scheme. This will be in the form of an adoption statement, and/or minutes of meeting of relevant committees which should be included in your final document.

  You must show that you have consulted widely on the plan while you have been developing it, and you must explain how the community will be involved in managing the area in the long term.

Putting the plan into practice for at least 10 years after your scheme has ended is a condition of our grant. If you fail to uphold its measures, we could decide to ask for repayment of our grant.

You must regularly review your Area Management Plan.

Your Area Appraisal and Area Management Plan, either as two separate documents or one combined document, must be included as an appendix in your Area Action Plan.

Tirweddau dynodedig ac ardaloedd cadwraeth

Tirweddau dynodedig

If your scheme is in a designated landscape such as an AONB you must produce your Area Appraisal in accordance with formal guidance from the statutory or other recognised authority on producing Landscape Character Assessments.

You can find this guidance using the following link s:

Ardaloedd cadwraeth

If your scheme is in a Conservation Area you must produce your Area Appraisal and your Area Management Plan in accordance with formal guidance from either Historic England, Historic Environment Scotland, C adw or the Northern Ireland executive .

You can find this guidance using the following link s:

Gweledigaeth a strategaeth

In this section, set out your aims or strategic objectives for the heritage of the area and how you will address the needs and aspirations of local people, local businesses and visitors to the area.

Provide any wider strategies for the area at the end of your Area Action Plan.

Your scheme partnership should have collective responsibility for the vision and strategy for the scheme and these should be clearly articulated in your partnership agreement.

It is important to show a clear link between the vision and strategy for your area-based scheme and:

  • local, regional, or national strategies (for example, regeneration, biodiversity, tourism, local development), and local social and economic needs
  • the reasons why people value their heritage
  • potential threats faced by the heritage in your area, and the opportunities to address these
  • addressing our outcomes

We recognise that heritage should respond to the current needs of people, communities and the environment. Your vision will need to strike the right balance between conserving heritage and ensuring heritage is a useful and sustainable resource that adds value to your area.

Partneriaeth y cynllun

A partnership approach is central to developing and delivering a successful scheme.

This section of your Area Action Plan should provide:

  • A description of each partner and their contribution to the scheme
  • Structure and operation of the partnership board including frequency of meetings and any terms of reference
  • A signed partnership agreement
  • The role and composition of any stakeholder advisory group that will support the partnership board

We expect the scheme partnership to be made up of a variety of local, regional and national organisations who all have a shared purpose to develop, manage and deliver the scheme for the benefit of the area and local people.

The strongest partnerships are able to demonstrate a membership that is representative of the interest, communities and the full breadth of heritage of the area.

Ymgeisydd arweiniol

You will need to nominate a lead applicant who should provide a signed partnership agreement or a partnership constitution showing the involvement of each partner and how the project will be collectively managed.

Bwrdd partneriaeth

A partnership board should be formed of individuals or representatives from partner organisations who have the expertise or authority to advise on and support decisions on all aspects of the scheme.

You will need to submit a draft partnership agreement with your first-round application.

A confirmed partnership agreement that has been signed by all partners must be submitted with your delivery phase application.
 
The lead partner will take responsibility for the development grant award and administration. The partnership may however change between the development and delivery phase application.

Enghreifftiau o bartneriaethau:

  • A number of separate organisations or individuals linked together as partners through a written agreement, with a lead partner identified
  • An existing partnership whose role is to conserve an area of landscape, for example the conservation board for an Area of Outstanding Natural Beauty
  • An existing partnership whose role is to improve an urban area such as a Local Area Partnership
  • A new organisation representing a number of partners set up specifically to deliver the area-based scheme

 If private owners or for-profit organisations are involved in a scheme, we expect public benefit to be demonstrably greater than private gain.

Cynllun

Your Scheme Plan is the plan for the group of capital projects and other activities that you intend to deliver as part of your area-based scheme, based on your Area Appraisal and stakeholder consultation.

In our assessment, we will look for a balanced portfolio of work that responds to the needs of your area, and that represents overall value for money.

Blaenoriaethu prosiectau

To help you prioritise you could group the capital projects in your scheme into the following categories:

  1. high-priority projects: essential to the delivery of your scheme, making a fundamental difference to the overall area
  2. medium-priority projects: clearly contributing to the enhancement of your area
  3. reserve projects: worthwhile pursuing should funding become available

You should only include the cost of your high-priority and medium-priority projects in the cost breakdown for your scheme and in the project cost section of your application form.

In your delivery phase application you should provide us with outline information on the capital work that you intend to do in your scheme.

Strwythuro'r Cynllun
Rhan 1

Provide a detailed description of each individual project under the following headings:

  • A description of the heritage including any designations, its location, its condition and why it has been included in your scheme
  • The nature and scope of the work proposed
  • Results of surveys, investigations and development work
  • How the project will be delivered and managed
  • The main risks associated with the project
  • When the project will start and finish
  • The resources required to deliver the project e.g. costs and staff time
  • How the amount of community grant will be calculated, if applicable
  • How future management and maintenance will be delivered and who will be responsible for this

You must provide full details of all the projects you intend to deliver in the first two years of your area-based scheme.

Full details of future schemes should be provided as part of regular reporting on the progress of your project.

Rhan 2

Provide a table summary of all the capital projects in your area-based scheme. Please see the example below.

If you plan to carry out work on a collection of adjoining land or buildings you should provide information for each heritage asset.

An example template for works as part of Scheme Plan

Ymgysylltu â phobl a chymunedau yn eich cynllun ardal

We want to see that your scheme will create positive and lasting change for people and communities, now and in the future.

You will need to develop a plan for engaging local people as an integral part of your scheme. Activities should respond to the particular needs of your area and align with the vision, aims and objectives of your scheme.

Things to think about:

  • how and why local people currently interact with the heritage of their local area and how this can be improved
  • we expect that you will consult with all stakeholders in the community and that the outcome of these conversations will help shape your final plans
  • opportunities to embed good practice and provide new skills that maintain the benefits you've achieved 
  • improving civic pride and a shared sense of ownership in the wider community for the local area should be an important aspiration for your scheme and you should considers activities that could help you achieve this.

Dylai'r adran hon o'ch Cynllun Gweithredu Ardal esbonio:

  • How local people, communities and businesses perceive the area and its heritage; how they engage with it and any barriers to engagement; identify communities that feel disconnected
  • How the action or perceptions of local people and visitors are affecting the condition of the heritage
  • How you have involved local people, communities and businesses in developing all aspects of your scheme
  • Work or research that has helped you better understand how local people engage with the area and its heritage
  • Activities you will deliver and the groups that will benefit and how this aligns with the vision, aims and objectives of your scheme overall. Consider how your activities link with wider local strategies, for example, education, training, young people and mental health.
  • The resources you require and any partnerships you have put in place or are intending to develop to help you deliver your activities.
  • How you will publicise all aspects of your scheme
  • How you will evaluate the success of your activities and information
  • How your activities could be maintained after you have completed your scheme
  • National Lottery Heritage Fund outcomes you will achieve

Templed cynllun gweithredu

Syniadau ar gyfer gweithgareddau:

  • training for owners and custodians of heritage in management and maintenance practices
  • working with local communities to identify and record places and features that are important to them and making this information widely available including documenting languages or dialects, recording oral histories, surveying species or habitats, cataloguing and digitising archives, recording customs and traditions, or making a record of a building or archaeological site.
  • structured training leading to formal qualifications that would help ensure that the heritage is properly understood and maintained
  • formal and informal learning opportunities for adults and young people that could help them better understand the special character of their landscape or townscape so they can value it more. Activities could be tailored to the needs and interests of participants and align with local priorities such as engaging NEET (not in education, employment and training) groups and incorporating STEM (science, technology, engineering and mathematics) subjects.
  • a ctivities that use local heritage, culture and customs to improve how the area is perceived by people who live, work and visit it. For example, you could consider activities that help build a greater sense of civic pride in groups that feel marginalised
  • opportunities for people to give their time as volunteers

Find ideas for engaging people in our activity plan guidance.

Nodyn

If any of your activities relate to projects identified in your Scheme Plan you will need to make reference to this in your Scheme Plan. For example, a nature restoration project that will train and use volunteers to deliver work on land should identify volunteers as a resource in the Scheme Plan.
 
With your development phase application, you will need to provide outline information on the nature and scope of activity that are intending to deliver.

Grantiau cymunedol

Community grants are made to third parties from a joint funding pot, which is made up of our grant, together with your funds and funds from other partners.

You can spend your grant either directly by ordering and managing work yourselves, and/or by providing community grants to others, including private owners or for-profit organisations, to carry out physical work or activities that contribute to the aims of the overall scheme.

Offering a community grant to support conservation work on private land or repair of a privately owned historic building can be an effective way to engage different owners of heritage.

Community grants are also a way to extend the reach of a scheme to engage with the wider community especially groups that are under-represented or feel marginalised.

Dylai'r adran hon o'ch Cynllun Gweithredu Ardal esbonio:

  • the rationale and added benefits of having a grants scheme
  • any specific focus (e.g. natural heritage or reinstating historic shop fronts or local culture)
  • the scale of the grants in relation to your scheme. Ensuring grants are manageable in size but also being aware of the threshold below which the administrative burden may outweigh the benefits of a grants scheme
  • how the scheme will be administered including assessment of applications
  • scheme criteria, making payments and managing risk
  • how decisions will be made and by whom
  • hw project progress will be monitored
  • what evaluation will be undertaken
  • how the grants will be publicised to owners of heritage and the community
  • you may also wish to include a sample of the forms and materials you have produced for the administration of your community grants scheme

Datblygu eich cynllun grantiau cymunedol

Any community grant must be able to demonstrate good value and we expect public benefit to be greater than private gain where heritage in private ownership is involved and/or where grants are made to for-profit organisations or private individuals.

You will need to consider how much grant to award. We expect that grant rates will vary, depending on:

  • the type and cost of the works
  • the value of the properties and land
  • the impact the works will have on them
  • wider social and/or economic conditions that might affect the take-up of community grants

Where grants are based on an estimate of the conservation deficit that arises in bringing a buildings or vacant spaces back into use you may consider allowing a profit of up to 15% as is the case for Heritage Enterprise projects.
 
You will be responsible for the full administration of your community grant scheme, including all stages of the process:

  • inviting and approving applications
  • inspecting the standard of works
  • making grant payments
  • monitoring compliance with the terms of your community grant

You will need to provide outline information on how you will calculate and make decisions about community grants with your development phase application.

Rhyddhau'r grant

We will release our grant to you in instalments. Each instalment will be based on the percentage of your total grant to the overall cost of your scheme.

This will not vary according to the grant rate you set for any community grant you award.

Amodau eich grant cymunedol

If your community grant is for work to property or land your third-party grantee must own the freehold of the property or hold a lease of it with an unexpired term of at least 10 years without a break clause.

If the property or land is held on a lease for less than 10 years or if it contains a break clause that may terminate the lease within 10 years, the landlord must join in the grant application and agree to be bound by the grant conditions if a community grant is awarded.

We would advise you to get legal advice on how to set up contractual agreements for your community grants. You may include the cost of doing this and the cost of producing materials required to publicise and administer your community grants scheme in your National Lottery Heritage Fund scheme.

The terms of your community grant should:

  • identify the works and activities you have agreed to fund
  • include a statement that the grant cannot be transferred
  • include long-stop dates by which the works or activities  must be started and completed
  • require that at least three written tenders must be obtained for any works or activities costing more than £10,000 (excluding VAT)
  • require that any unspent grant must be returned to you
  • require that the third-party grantee will make available any financial records you reasonably require in respect of the works or activities
  • require that the third-party grantee will give you access to the property or site to monitor progress and satisfactory completion of the works
  • specify how the grant will be paid and when and in what form application for payment of grant instalments can be made
  • specify that you will only pay VAT if the third-party grantee is not entitled to any refund on the VAT; and that if the third-party grantee becomes entitled to a VAT refund they must pay the relevant amount to you
  • require that the third-party grantee must insure property or site for its full reinstatement value while the works are being carried out and following their completion. In the event of loss, theft or damage, the property or site must be made good.
  • require that the property or site will be maintained in good repair when the works have been completed and in accordance with the management and maintenance plan
  • set out grounds which will lead to the grant being withdrawn or repayable including the following:
    • that the third-party grantee breaches any of your terms of grant
    • that the successful third-party grantee has behaved fraudulently or misleadingly in connection with its grant application or in carrying out and completion of the works or activities
    • that we request repayment of the grant or suspend repayments to you
  • require that the above terms must continue to apply if the property or land let or leased
  • specify how the grant will be repaid if the property or land is sold before the terms of the community grant have expired. Where repayment is due it should be calculated as follows:
  • require that the grant will be repaid if the property or land is let or leased before the terms of the community grant have expired as would be the case if the property or land had been sold except where the third-party grantee will continue to be responsible for:
    • management and maintenance and the overall condition of the property or land and this obligation is set out in the lease agreement; and
    • ensuring that the property or land in insured for its full reinstatement value in the event of loss, theft or damage, and that this obligation is set out in the lease agreement;
    • the leasee is prohibited from granting any further leases on the property or land
  • provide that repayment must be made on or as soon as possible after the sale or lease of the property has been completed;
  • state that you may at any time transfer the benefit of the third-party agreement to us and allow us to conduct any proceedings against the third-party grantee of it; and
  • state that the terms of the community grant will last for 10 years from completion of the project for which the grant was made.

Rheoli eich cynllun yn seiliedig ar ardal

Dylai'r adran hon o'ch AAP esbonio:

activity plan template