Changes to our guidance and forms

We’re making some changes to our rolling programme guidance and application forms which will come into effect on 7 February.

You will see these changes even if you started your application before 7 February.

Changes of particular significance include –

For Young Roots and Our Heritage grants:

  • We’ve relaxed our requirement for grantees to own items they would like to undertake conservation work on. We now state that organisations borrowing items may include costs for conservation (in order to make them suitable for exhibition display, for example) if these form a small part of the grant.
  • We’ve added a new question: ‘How are you planning to promote and acknowledge National Lottery players' contribution to your project through HLF funding?’
  • We’ve provided comprehensive guidance on contingency funds, and ‘Contingency’ is now a mandatory heading in the budget.

For First World War and Sharing Heritage grants:

  • We’ve relaxed our requirement for grantees to own items they would like to undertake conservation work on. We now state that organisations borrowing items may include costs for conservation (in order to make them suitable for exhibition display, for example) if these form a small part of the grant.

For Heritage Grants:

  • We’ve added a new question: ‘How are you planning to promote and acknowledge National Lottery players' contribution to your project through HLF funding?’
  • We’ve provided comprehensive guidance on contingency funds, and ‘Contingency’ is now a mandatory heading in the budget.

For Heritage Grants, Heritage Enterprise, Grants for Places of Worship, Parks for People, Landscape Partnerships and Townscape Heritage grants:

  • We’ve added ‘inflation’ as a mandatory heading in the budget
  • ‘Digital outputs’ are now a separate cost heading under delivery-phase capital costs
  • ‘Loan finance’ can now be entered as an income stream
  • We now ask how many people your organisations employ
  • We now require details of your trustees, their knowledge and experience, and plans for governance review
  • We now require details about previous project experience, as well as previous and predicted visitor figures
  • For projects involving capital works, we now ask you to include the remaining RIBA stages of the project within your second round timetables
  • We now ask for more information about deadlines and dates that will affect your project’s timetable
  • The summary timetable for delivery is now pre-populated with the ‘anticipated practical completion date’ for any capital work.

These are only some of the changes which have been made. Please read the PDF attached below (you’ll need to be logged in to see it) for a fully detailed account of all the changes to our guidance and forms.

We’ve posted details elsewhere about changes specific to the Young Roots and Landscape Partnership programmes.

If you have any questions about these changes, please post them below.