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GUIDELINES FOR
HERITAGE GRANTS
PROGRAM
NOVEMBER 2020
OUR HERITAGE – WHAT MAKES US WESTERN AUSTRALIAN
Contents
1 How to use these guidelines 1
2 About the Heritage Grants Program 1
2.1 State Heritage Grants 1
2.2 Community Heritage Grants 2
3 Heritage Grants Program Process 3
4 Applicant Eligibility 4
4.1 State Heritage Grants 4
4.2 Community Heritage Grants 4
5 Project Eligibility 6
5.1 State Heritage Grants 6
5.2 Community Heritage Grants 6
5.2.1 Community Engagement 6
5.2.2 Interpretation 7
6 Assessing Applications 8
6.1 State Heritage Grants 9
6.2 Community Heritage Grants 9
7 Funding Available 10
8 Heritage Consultants and Heritage
Professionals 10
9 Contractors 11
10 Grant Agreements 12
11 Development Approvals and Permits 12
12 Project Timing 13
13 Applying for a Grant 14
COVER: Guildford Hotel, 2015 Heritage Grants Program
- reconstruction of belvedere.
Courtesy Squint Photography
ii GUIDELINES FOR HERITAGE GRANTS PROGRAM
1 How to use these 2 About the Heritage
guidelines Grants Program
These Guidelines will tell you: The Program encourages investment in State
• who is eligible to apply
Registered Heritage Places, and supports key
strategic objectives of the Heritage Council
• what projects are eligible for funding of WA. The Program is administered by the
• how applications are assessed Department of Planning, Lands and Heritage.
In the current 2020/21 Program round, there
• funding available
is a new stream of funding for community-
• what to expect if you are successful based heritage projects, in addition to funding
for private owners for conservation works,
If you would like to discuss your project or as offered in past grant rounds. Overviews of
have any questions about the Heritage Grants the two Program streams are provided below.
Program (the Program), please contact the Sections 4 and 5 of this document outline the
Senior Heritage Grants Administrator on the specific criteria applicants and projects must
below details. meet to be eligible for either Program stream.
Contact:
Heritage Grants Program
Senior Heritage Grants Administrator
HCWAincentives@dplh.wa.gov.au
6551 8002
State Heritage Community
Grants Heritage Grants
2.1 State Heritage Grants
stream (SHG)
The SHG grant stream subsidises the cost
of conservation works, documentation
and professional advice relating to the
conservation of State Registered places.
This stream is for private owners of State
Registered Heritage places to assist with:
• physical conservation work.
For example:
− structural stabilisation
− masonry repairs
− re-roofing works
− mitigation of damp
GUIDELINES FOR HERITAGE GRANTS PROGRAM 1• preparation of conservation management • Interpretation:
planning documents. projects that relate to a State Registered
For example: place or a place in the Heritage Council’s
assessment program. Interpretation
− Conservation Management Plans
projects can either be single place projects
− Archaeological Management Plans or projects such as heritage trails that
− Conservation Management Strategies incorporate a State Registered place along
− Cultural Landscape Management Plans with other local heritage places.
For example:
Grants are also available for the development
− preparation of an Interpretation Plan
of conservation management planning
− development of a heritage trail
documents for places that have been on the
Heritage Council’s assessment program for − interpretive signage and immersive
five or more years. interpretive experiences
2.2 Community Heritage Grants
stream (CHG) THINGS TO CONSIDER
The CHG grant stream is a new • Does my project fit into one of
stream introduced into the 2020/21 the Program streams?
Program. This grant stream provides
assistance to not-for-profit organisations,
• Am I eligible for the Program
businesses and local governments for
community engagement and interpretation
stream I want to apply for?
projects related to State Registered
places. The CHG stream has two categories: • Is there a project that I am
capable of undertaking that
• Community engagement:
meets the above categories in
events or activities that celebrate a
the new Community Heritage
State Registered place or projects that
Grants stream?
promote heritage conservation or
interpretation across a region or sector.
• Will my project conserve or
• For example:
promote the significance of
− specialist conservation talks to industry
a State Registered Heritage
professionals or community groups
place?
− heritage trade skills workshops
− heritage tours or walks
2 GUIDELINES FOR HERITAGE GRANTS PROGRAM3 Heritage Grants Program Process
APPLICATIONS OPEN MONDAY - NOVEMBER 2020
Application forms and guidelines are published on the Department of Planning, Lands
and Heritage’s website.
You are encouraged to speak with the Senior Heritage Grants Administrator before submitting an
application to the Program. Contact details can be found at the end of this document.
APPLICATIONS CLOSE - 12NOON FRIDAY 12 FEBRUARY 2021
Completed applications must be submitted on or before the closing date,
late or incomplete applications cannot be accepted.
APPLICATIONS ARE ASSESSED
The Senior Heritage Grants Administrator reviews all applications against eligibility criteria as
outlined in sections 4 and 5 of this document. You will be notified if you are not eligible.
All eligible applications are then assessed in accordance with assessment criteria
as described in section 6.
RECOMMENDATIONS ARE MADE
The Department provides advice to the Heritage Council on the outcomes of the assessment
process. Recommendations are then made to the Minister for Heritage who approves
projects for the Program.
MINISTER’S ANNOUNCEMENT AND GRANT OFFERS
- APRIL/MAY 2021
You will be notified of the outcome of your application.
Grants will be offered by letter, applicants have 28 calendar days to respond to the offer,
at which point the offer is automatically retracted.
GRANT AGREEMENT
All successful applicants are required to enter into a Grant Agreement with the
Heritage Council in order to accept the grant award. Projects should not proceed until
the Grant Agreement has been executed.
See section 10 for further information.
PROJECT DELIVERY
The Department will monitor progress of the project. Applicants are required to meet
reporting requirements outlined in their Grant Agreements of this document.
PROJECT COMPLETION
The project must be completed by the final claim date specified in the Grant Agreement
or as otherwise varied.
GUIDELINES FOR HERITAGE GRANTS PROGRAM 34 Applicant eligibility d) Applications from owners of places that
have been on the Heritage Council’s
assessment program for five or more
To be eligible for the Program you need to
years may be accepted if they relate
meet criteria specific to the grant stream
to the preparation of conservation
you are applying for. Applicant eligibility
management planning documents.
requirements are outlined below under both
the SHG and the CHG Program streams. Ineligible applicants:
Please read the criteria carefully to ensure
you are eligible before applying to the • Local governments
Program. If you are unsure if you meet the • Australian Government or
criteria, please contact the Senior Heritage
• State Government agencies
Grants Administrator for assistance on
6551 8002 or
HCWAincentives@dplh.wa.gov.au. 4.2 Community Heritage Grants
(CHG)
4.1 State Heritage Grants (SHG) Eligible applicants:
Eligible applicants: To be eligible for the CHG grant stream,
To be eligible for the SHG stream applicants applicants must be one of the following:
must: a) incorporated not-for-profit organisation
a) be a private owner of a State Registered registered with the Australian Charities
place and and Not-for-profits Commission (ACNC)
b) hold comprehensive building insurance b) businesses, including individuals/ sole
for the place traders, with a valid ABN or
c) WA local government authorities.
The following additional eligibility criteria also
applies to some applicants: Applicants must also meet all of the below
a) Not-for-profit organisations must provide criteria:
evidence that the project has been a) hold appropriate business, professional
declined or has been refused Lotterywest indemnity, public liability insurance or
funding. comprehensive building insurance (as
b) Non-government entities that are leasing applicable to the project) for the duration
a government-owned place, and have of the project
been for 10 or more years, may be b) provide detail of the estimated income
eligible if they can provide evidence the as a result of the project if you are a
maintenance of the place is their full commercial applicant
responsibility.
c) disclose all sources of funding for the
c) Owners that have held the Certificate of project in the project application and
Title for three years or less must provide
d) provide evidence of place ownership
evidence that the defects giving rise to
or owner authorisation if your project
the project were unknown at the time
involves any works to a place
of property settlement and the cost of
repairs exceeds the property value. Ineligible applicants:
• State Government entities or other affiliated
bodies
4 GUIDELINES FOR HERITAGE GRANTS PROGRAMTHINGS TO CONSIDER
• Do I meet all of the required
criteria for the Program stream I
want to apply for?
• Am I able to demonstrate that I
meet the criteria?
• Am I eligible for Lotterywest
funding?
• Do I have building insurance?
• How long have I owned the
place my project relates to or
does the owner support my
project?
Peedamulla Homestead, Hocking Heritage and Architecture, 2019
GUIDELINES FOR HERITAGE GRANTS PROGRAM 55 Project eligibility • reimbursement of insurance excess
payments
In addition to applicant eligibility, projects • projects to places that have an active
must meet set criteria relevant to the Program heritage grant from a previous round
stream being applied for. You should ensure • educational or promotional activities
your project can satisfy the following criteria (eligible under the CHG grant stream)
before submitting an application.
• heritage interpretation (eligible under the
CHG grant stream)
5.1 State Heritage Grants (SHG)
Eligible projects: 5.2 Community Heritage Grants
(CHG)
SHG grant projects must fall into one of the
below categories: 5.2.1 Community engagement
a) physical conservation works to a State Eligible projects:
Registered place that demonstrates
the need for urgent stabilisation and/ The Community engagement category is
or essential conservation of significant intended for events or activities that celebrate
fabric or a State Registered place. Projects eligible in
b) conservation management planning this category promote heritage conservation
documents that demonstrate best or interpretation across a region or sector.
practice planning for a State Registered
place, or a place that has been on the Some examples of events or activities that
Heritage Council’s assessment program may be eligible under this category may be,
for five or more years but are not limited to:
• specialist talks from heritage industry
Ineligible projects: professionals
• construction of new buildings or additions • heritage trade skills workshops
• demolition of significant fabric • heritage tours or walks
• purchase of land, heritage buildings, or
movable heritage items Projects must meet at least one of the
following criteria:
• relocation of buildings or heritage items;
works to relocated buildings a) celebrate the cultural heritage
significance of at least one State
• administrative costs of the applicant
Registered place
• tasks that have already occurred or
b) provide advice, training or support to
substantially commenced prior to grant
custodians of historic heritage places
application
and promote best practice in line with
• general maintenance applicable Heritage Council policies and
• works that are the subject of a statutory the Burra Charter or
work order c) educate the community on the
• works required under a Heritage Agreement importance, identification and
conservation of historic heritage places
• works claimable or claimed under an
insurance policy
6 GUIDELINES FOR HERITAGE GRANTS PROGRAMProjects must meet all of the below criteria: Projects must meet all of the below criteria:
a) be offered to the general public or to a a) compile or follow an established
broad special interest group interpretation plan
b) demonstrate a clear, measurable b) demonstrate a clear, measurable
community benefit community benefit
c) identify key stakeholders and key c) identify key stakeholders and key
messages to be delivered messages to be delivered
d) promote best practice heritage d) not replicate an existing event, activity,
conservation or heritage place research service or product
e) demonstrate collaboration with other e) provide interpretation of the cultural
individuals or organisations in delivery of heritage significance of at least one
the event, activity or project and State Registered place (or place on the
Heritage Council’s assessment program)
f) consider significant heritage elements
in project design, delivery and key f) demonstrate collaboration with other
messages individuals or organisations in delivery of
the event, activity or project and
5.2.2 Interpretation
g) consider significant heritage elements
Eligible projects: in project design, delivery and key
messages
The Interpretation category is intended to
support interpretation projects that relate to Ineligible projects:
a State Registered place or a place in the • administrative costs
Heritage Council’s assessment program.
• tasks that have already taken place, or have
Projects that may be eligible under this commenced
category may be, but are not limited to: • general maintenance
• preparation of an interpretation plan • development of a commercial brand,
• development of a heritage trail product or sales activity
• interpretive signage • purchase or long-term (ongoing outside
term of grant agreement) lease of assets
• interpretive displays including equipment, land or buildings
• immersive interpretive experiences • funding of ongoing salaries, positions of
employment
Projects must meet at least one of the
following criteria: • conservation works (unless works are
undertaken as part of a project providing
a) promote the cultural heritage significance a hands-on conservation training course/
of at least one State Registered place or event)
b) educate the community on the • projects that replicate an existing event, or
importance, identification and events held in a heritage place that do not
conservation of historic heritage places otherwise promote heritage conservation or
interpretation
GUIDELINES FOR HERITAGE GRANTS PROGRAM 7THINGS TO CONSIDER
• Does my project meet all of the
required criteria for the Program
stream I want to apply for?
• Will I be able to demonstrate my
project meets the criteria?
• Are any elements of my project
listed as ineligible projects
under the stream I want to apply
for?
Lost Trades of Perth heritage workshop, City of Perth, 2020
8 GUIDELINES FOR HERITAGE GRANTS PROGRAM6 Assessing applications b) demonstrates use or application of
traditional trade skills
All eligible applications received under both c) demonstrates cause, effect and solution
grant streams are assessed against the
d) demonstrates future management
following criteria to ensure they are consistent
of the place
with the objectives of the Program:
e) project seeks to reduce risk from
a) demonstrates best practice heritage
natural hazards
outcomes, with priority given to longer
term, high quality heritage projects and
outcomes 6.2 Community Heritage Grants
b) demonstrates consistency with Burra (CHG)
Charter principles
Applications under the CHG stream will also
c) demonstrates consistency with current
be assessed against the following additional
Heritage Council policies and guidelines
criteria:
d) demonstrates sound understanding
a) demonstrates a clear and measurable
of the cultural heritage significance
community benefit
of the place, including relevance
and applicability to the Statement of b) Demonstrates a wide community reach
Significance
c) demonstrates active community
e) demonstrates capacity and commitment engagement
to deliver project in a timely manner using
d) demonstrates a new service, product
suitable qualified heritage professionals
or event
and consultants
e) demonstrates engagement with local
f) demonstrates value for money
community, volunteers and trades during
g) demonstrates compliance with previous project delivery
grant agreements where applicable
Applications under the CHG stream will be
h) demonstrates the facilitation of heritage
prioritised if they:
education, tourism, public benefit and
enjoyment • promote economic recovery following
COVID-19, particularly in regional areas
• provide paid or voluntary employment
6.1 State Heritage Grants (SHG) opportunities
Applications under the SHG stream will also • demonstrate community capacity building,
be assessed against the following additional including the use of new or existing
criteria: partnerships
• promote historic heritage in a primary,
a) constitutes urgent or essential works
secondary, tertiary or vocational education
to conserve, preserve or stabilise
setting
significant fabric or values, with priority
given to urgent works to address ‘at risk’
elements
GUIDELINES FOR HERITAGE GRANTS PROGRAM 97 Funding available 8 Heritage consultants
A total of $1,221,000 has been allocated to
and heritage
the Heritage Grants Program in the 2020/21 professionals
State Budget. Funding will be shared
between successful applicants of both As a condition of grant award, projects in
program streams. both Program streams must employ an
approved heritage consultant or heritage
professional, with demonstrated recent
Stream 1: relevant experience, to provide professional
State Heritage Grants (SHG) supervision and guide the project for its
duration. Consultants for conservation works
Discretionary grants of up to $40,000 (ex projects are required to provide a project
GST) are offered for conservation works status summary for each claim submitted
projects and up to $10,000 (ex GST) for under the Program, and certify costs being
non-works projects, on a dollar-for-dollar claimed.
(50:50) basis. In-kind contributions will not be
considered. Heritage consultants must meet one of
the below criteria, to the satisfaction of the
Where an application for a conservation Grantor or its representative, as applicable to
management planning document for a the project:
place on the Heritage Council’s assessment a) registered practising architect or
program is successful, the funding will be registered architectural corporation
offered on an 80:20 (Grantor:Grantee) basis.
b) structural engineer
c) archaeologist
Stream 2:
d) chartered building surveyor
Community Heritage Grants
e) qualified professional (e.g. Bachelor or
(CHG)
Masters of Architecture, Bachelor of
Matched funding up to $20,000 is offered per Arts (History), Archaeology, etc.) with
complete project. The minimum funding to considerable professional experience
any one project is $1,000. All grants paid will (only applicable to non-works projects) or
be ‘grossed up’ by 10 per cent to account f) member of Australia International Council
for the recipient’s GST liabilities and thereby on Monuments and Sites (only applicable
provide the net level of benefit intended. This to non-works projects)
grossing-up will apply irrespective of the GST
registration status of any individual Grantee. All heritage consultants and heritage
professionals must be able to satisfy all of the
Matched funding may be met with in- below additional criteria, to the satisfaction of
kind contributions, where these can be the Grantor or its representative:
substantiated and are in line with generally
a) demonstrated recent experience
accepted rates.
in projects of a similar nature and
scope and able to provide examples if
requested
10 GUIDELINES FOR HERITAGE GRANTS PROGRAMb) able to provide several recent examples Applicants are advised to ensure contractors
of projects where the consultant provided are licensed to undertake the work, carry
the majority of heritage conservation valid insurance and the work is covered by
services to the project a standard building contract. Consultants
should only be appointed when applicants
c) demonstrated willingness and ability to
are satisfied they can provide the required
practice within the terms of the Burra
services.
Charter (ICOMOS’ charter for places of
cultural significance)
d) prepares documentation to applicable
Heritage Council or the Department’s
standards and
THINGS TO CONSIDER
e) able to follow the Heritage Council or • Have I seen relevant examples
the Department’s document briefs when of work undertaken by the
preparing Conservation Management heritage consultant and/or
Plans or other heritage planning contractor?
documents
• Do I have evidence that the
9 Contractors heritage consultant and/or
contractor has the capability to
Applicants are responsible for ensuring that undertake my project?
the contractors selected for works projects
have demonstrable expertise and experience
in delivering heritage conservations works • Does the heritage consultant
projects in accordance with best practice and/or contactor have
standards. The use of contractors that have the relevant professional
traditional trade skills is encouraged, and may qualifications, memberships and
be deemed necessary, at the discretion of experience?
the Heritage Council, for certain conservation
works. • Do I have references from
previous clients of the heritage
The Heritage Council’s InContact database consultant and/or contractor
may provide assistance when selecting that support their capabilities?
contractors. Businesses listed in InContact
are not endorsed by the Council or the
Department and applicants must make their
own assessment when selecting a business
or individual to carry out work. Contractors
and trades that are not listed on InContact
may also be suitable where relevant and
applicable experience can be demonstrated
and endorsed by reference. The InContact
Database can be found here:
http://incontact.stateheritage.wa.gov.au/
GUIDELINES FOR HERITAGE GRANTS PROGRAM 1110 Grant agreements 11 Development approvals
All successful applicants are required to enter
and permits
into a grant agreement with the Heritage
Projects undertaken in the Program are
Council in order to accept the grant award.
not exempt from statutory approvals or
The grant agreement sets out the terms and
permits usually required of the project being
conditions applicable to the grant and defines
undertaken.
the roles and responsibilities of grantor and
grantee. For physical works projects, development
approvals and building permits may apply.
Both parties must sign the grant agreement
An approved grant agreement does not
before any funding can be released. Any
preclude the requirements for development
work undertaken prior to the execution of the
approval. More information on the Heritage
agreement is not claimable.
Council’s development approval process can
be found on the Department’s website.
If you are unsure if your project requires
development approval, contact your local
government to discuss the works.
THINGS TO CONSIDER
• Will my project require
development approval?
• Will my project require a
building permit?
• Have I spoken with my local
government to discuss relevant
approvals or permits required?
• Have I considered the
timeframes for obtaining the
approvals I need into the
delivery time for my project?
12 GUIDELINES FOR HERITAGE GRANTS PROGRAM12 Project timing
All projects and events must be completed
within 12 months from the execution of THINGS TO CONSIDER
the Grant Agreement. Pending applicant
acceptance, Grant Agreements are expected • Have I considered how long my
to be executed in May/June 2021. Applicants project will take to complete?
should carefully consider their ability to
complete projects within this timeframe prior • What could delay the delivery of
to applying for the Program.
my project?
Works projects in both Program streams
are required to generally follow the below • Will I be able to complete my
timeline. Project timelines must be agreed to project within a year of signing a
prior to the execution of the grant agreement. Grant Agreement?
Variations may be considered during the
project delivery where both the applicant and • Do I have a project plan for the
the grantor agree to a revised timeframe. project?
STAGE 1
Evidence of development Three months
approval (if applicable) after letter of
is submitted to the award
Department
STAGE 2
The applicant is required Six months
to submit a progress report after letter of
or draft conservation award
management document if
applicable
STAGE 3
The applicant is required Nine months
to submit a final progress after letter of
report and evidence of award
project completion
GUIDELINES FOR HERITAGE GRANTS PROGRAM 1313 Applying for a grant Postal submissions should be clearly
addressed to:
To submit an application to the Program you Senior Heritage Grants Administrator
must complete the published application form Department of Planning, Lands and Heritage
in full and submit all required attachments. Locked Bag 2506
Applications must be received by the Perth WA 6001
Department on or before the advertised
closing date and time. In person to:
Department of Planning, Lands and Heritage
If you have any queries about the Program or
Gordon Stephenson House
require assistance preparing your application,
Level 2, 140 William Street
please contact the Senior Heritage Grants
Perth WA 6000
Administrator via 6551 8002
or HCWAincentives@dplh.wa.gov.au.
Contact:
Applications should be submitted to
HCWAincentives@dplh.wa.gov.au, Senior Heritage Grants Administrator
or can be submitted via post or in person. HCWAincentives@dplh.wa.gov.au
6551 8002
The Department of Planning, Lands and Heritage acknowledges the
traditional owners and custodians of this land. We pay our respect to
Elders past and present, their descendants who are with us today, and
those who will follow in their footsteps.
Disclaimer
This document has been produced by the Department of Planning,
Lands and Heritage on behalf of the Heritage Council of Western
Australia. Any representation, statement, opinion or advice
expressed or implied in this publication is made in good faith and
on the basis that the Government, its employees and agents are
not liable for any damage or loss whatsoever which may occur as a
result of action taken or not taken, as the case may be, in respect
of any representation, statement, opinion or advice referred to
herein. Professional advice should be obtained before applying the
information contained in this document to particular circumstances.
© State of Western Australia Published November 2020 The Department of Planning, Lands and Heritage owns all
photography in this document unless otherwise stated.
Published by the website: www.dplh.wa.gov.au
Heritage Council email: info@dplh.wa.gov.au This document is available in alternative formats
Gordon Stephenson House on application to the Department of Planning, Lands and
140 William Street tel: 08 6551 8002 Heritage Communications Branch.
Perth WA 6000 fax: 08 6551 9001
National Relay Service: 13 36 77
Locked Bag 2506
Perth WA 6001
14 GUIDELINES FOR HERITAGE GRANTS PROGRAM
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