2018 Historic Resource Workshop Grant Round 17 May - - PowerPoint PPT Presentation

2018 Historic Resource Workshop

Grant Round 17 May 1, 2018

Successful grant-writing consists of two things:

• 1. Identifying a problem
• 2. Pointing, persuasively, to a solution to the problem

that involves a collaboration between you and your funder. Lack of money is not a compelling problem. But helping to secure the long-term preservation of a treasured community asset is.

Grant-writing basics

What Can LCHIP Pay For?

Hands-on Preservation Work

What Can LCHIP Pay For?

Studies

See LCHIP Criteria Guidelines and Procedures Section 7B 5&6 for information about eligible types of studies

• Submit by May 18, 2018

Intent-to-Apply Form

What You Have To Do

Complete Proposal Package

Four Components

• 1. Instructions
• 2. Checklist
• 3. Application Form
• 4. Attachments

What You Have To Do

45 points 25 points 25 points 5 points

Scoring

Resource Values Current Capacity Future Strength Other

Proposal Package

Project Scoring

Point value reflects importance in funding decisions

Step by step guidance Read first, reread often Do not submit! Use the right one!

Proposal Package

Instructions

To assemble proposal packages correctly Attach ONLY to front of the original

Proposal Package

Checklist

Proposal Package

Project Summary

Application Page 1

Proposal Package

Project Summary

Application Page 1

Proposal Package

Project Summary

Application Page 1

Same on both applications

Proposal Package

Project Summary

Application Page 1

This question DOES apply to Historic Resource projects

Has the applicant adopted the relevant Standards and Practices of the Land Trust Alliance?

Most applicable standards:

• 1. Ethics, Mission and Community Engagement
• 2. Compliance with Laws
• 3. Board Accountability
• 4. Conflicts of Interest
• 5. Fundraising
• 6. Financial Oversight
• 7. Human Resources
• 12. Stewardship

Proposal Package

Project Summary

Application Page 1

Good-governance standards:

• 1. Ethics, Mission and Community Engagement
• 2. Compliance with Laws
• 3. Board Accountability
• 4. Conflicts of Interest
• 5. Fundraising
• 6. Financial Oversight
• 7. Human Resources

Proposal Package

Project Summary

Application Page 1

Property-management standard:

• 12. Fee Land Stewardship

Proposal Package

Project Summary

Application Page 1

Many organizations already either explicitly or implicitly follow these

• practices. Gold star to your organization if you are one who does.

LCHIP requires grantees to adopt the applicable standards to encourage best practices, for the sake of the organizations concerned and the resources entrusted to their care. Think of this as a useful opportunity to review your organization’s practices.

Proposal Package

Project Summary

Application Page 1

Proposal Package

Project Summary

Application Page 1

Project Type Varies according to the application: For most Historic-Resource applications, the choices are

Rehabilitation/ Restoration, Acquisition, or Other

For planning projects, the choices are Historic Structure Report,

Historic Building Assessment with Preservation Guidelines, or Other.

HBAs are appropriate for most LCHIP Planning Study projects. If you plan

• n changing the building’s use or exploring a possible new use, then an

HSR would be appropriate.

Proposal Package

Project Summary

Application Page 1

Rehab/Acquisition projects only

Name of proposed preservation easement holder

Proposal Package

Project Summary

Application Page 1

are two separate processes. Both must be completed

Proposal Package

Project Summary

LCHIP Intent to Apply and Proposal Determination of Eligibility

If your resource is not already listed or determined eligible for the State or National Registers, you will need to complete an Individual Inventory Form (http://www.nh.gov/nhdhr/programs/documents/indivinvform.pdf). Properties that are contributing to a historic district (either state or national-listed

• r eligible) qualify and do not need individual determinations of eligibility.

Proposal Package

Project Summary

Application Page 1

Planning application only

What problems will the proposed study address and solve? Have any previous studies or reports been completed on the resource? If yes, please explain.

Proposal Package

Project Summary

Application Page 1

Historic Resource application

Provide a brief overview of the significance of the resource and describe what the proposed project will accomplish. This will be similar to your answer on the Intent-to-Apply Form. It is important to be clear and concise! Think of it as an executive summary. You might want to write this last.

Proposal Package

Resource Values

In the Resource Values section you will explain



WHAT you would like to preserve,

Application Page 2

Same on both applications

Proposal Package

Resource Values

In the Resource Values section you will explain



WHY it is important to preserve

Application Page 2

Same on both applications

Proposal Package

Resource Values

In the Resource Values section you will explain

 HOW you plan to

preserve it

Application Page 2

Same on both applications

Proposal Package

Resource Values Resource Attributes

Significance: Give a brief history of the resource and address other significance such as:



Near other historic resources?



Part of Master Plan?



Public use?



Value in community or viewscape ? 35 Points

Application Page 2

Proposal Package

Resource Values Resource Attributes

Application Page 2

Rehab Example

What specific work tasks will be accomplished with the LCHIP funds? How were these needs identified?

What are you gong to do?

Proposal Package

Resource Values Resource Attributes

Application Page 2

Planning Example

What inspired you to seek an LCHIP-supported study?

Proposal Package

Resource Values Resource Attributes

Application Page 2

Planning application only

Will all anticipated treatment approaches and preservation priorities identified in the study meet the Secretary of the Interior’s Standards for the Treatment of Historic Properties? Does the project protect or enhance significant natural or cultural resources? If yes, will those resources be addressed in the study? How will the preservation priorities identified in the planning study be implemented?

 Discuss your selected treatment approach

 Rehabilitation  Restoration  Reconstruction  Preservation

 Why was this treatment selected?

 Current Condition  Proposed Use  Code Requirements

Proposal Package

Resource Values Secretary’s Standards

Application Page 3

Rehab Example

 Address all the applicable Standards explaining how the

proposed work will comply

 Ground Disturbance =Archeological Concerns

 Have they been addressed?  Who will you contact?  Has money been set aside?

Proposal Package

Resource Values Secretary’s Standards

Application Page 3

Wyman Tavern Keene

Rehab Example

Why NOW?

 Structural integrity at risk?  Use limited?  Property for sale?  Opposition?  Seven to Save?

Proposal Package

Resource Values Imminence of Threat

10 Points

Application Page 4 (PS 3)

Proposal Package

Resource Values Imminence of Threat

10 Points

Application Page 4 (PS 3)

Is the project located in a:

• densely developed area of the State
• rapidly developing area of the State

Proposal Package

Resource Values Imminence of Threat

10 Points

Application Page 4 (PS 3)

Same on both applications

Map on LCHIP website shows density

Go to www.lchip.org Select “For Applicants & Recipients” Select “For Historic Resource Applicants” Scroll down to “5. Submit a Project Proposal” Select “NH Population Data” This map will appear

Proposal Package

Resource Values Imminence of Threat

10 Points

Application Page 4 (PS 3)

Same on both applications

Charts on LCHIP website show rate of growth

Who supports the project?

5 Points

Proposal Package

Current Capacity Planning and Community Support

Application Page 5 (PS 3)

Can you complete the project well? On time?

5 Points

Proposal Package

Current Capacity Capacity to Implement Through to Completion

Application Page 6 (PS 4)

 How will match funds be raised?  When?  Back up $ plan?

5 Points

Proposal Package

Current Capacity Funding Plan

Application Page 7 (PS 4)

Stewardship = Long-term care of the resource

Proposal Package

Future Strength Stewardship

15 Points

Application Page 8 (PS 5)

Rehab/Acquisition Example

• Monitoring

Proposal Package

Future Strength Stewardship

15 Points

Application Page 8 (PS 5)

Rehab/Acquisition Example

• Maintenance and

upkeep

Proposal Package

Future Strength Stewardship

15 Points

Application Page 8 (PS 5)

Rehab/Acquisition Example

• Money to care for

property

Proposal Package

Future Strength Stewardship

15 Points

Application Page 8 (PS 5)

Rehab/Acquisition Example

• Insurance

Proposal Package

Future Strength Stewardship

15 Points

Application Page 8 (PS 5)

Rehab/Acquisition Example

Insurance PolIcy for elmvIlle HIstorIc

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 Who will do long-term

maintenance?

 What experience do they have?  Money for stewardship?  Capacity for monitoring, repairs

and record keeping?

 Contingency plan in case of

dissolution? (501 (c) only)

Proposal Package

Future Strength Stewardship

15 Points

Application Page 8 (PS 5)

Rehab/Acquisition Example

 Public use?  Interpret historic value?  Encourage more preservation?  Economic activity?

Proposal Package

10 Points

Future Strength Future Activates

Application Page 9 (PS 5)

Same on both applications

 Also protect natural

resources?

 Also protect cultural

values?

5 Points

Proposal Package

Additional Information

Application Page 10

Rehab/Acquisition only, covered earlier in Planning Application

 Part of a larger

building project?

 Annual visitors?

Proposal Package

Additional Information

Application Page 10

Rehab/Acquisition only, covered earlier in Planning Application

Proposal Package

Project Budget

The Project Budget

It’s a balancing act!

Proposal Package

Project Budget

10 Points

Application Page 11 (PS 6)

Important Budget Point No. 1:

• Matching grant program
• Budget must include at least

$1 to match each LCHIP $

• LCHIP can pay no more than

half of all eligible expenses

LCHIP $ OTHER $

Proposal Package

Project Budget

10 Points

Application Page 11 (PS 6)

Important Budget Point

• No. 2:
• Expenses:
• Some are eligible
• Some not eligible

Examples of eligible expenses: specialized restoration, rehabilitation, and preservation services (carpenters, masons, roofers, etc.) Examples of ineligible expenses: furnishings as well as routine maintenance and modernization that do not require specialized historic preservation services, unless the routine maintenance and/or modernization is necessary to fulfill the recommendations of a Historic Structure Report or preservation plan for the property

Proposal Package Project Budget

Proposal Package

Project Budget

10 Points

Application Page 11 (PS 6)

Important Budget Point No. 3:

• Income = cash & non-cash
• Expenses = cash and non-cash

Proposal Package

Project Budget

10 Points

Application Page 11 (PS 6)

Some other important points:

• The 2-year rule: Donated time or expenses

incurred are also eligible as non-cash (in- kind) match if they are incurred within two years prior to the opening date of the grant round.

• The 5% rule : Applicants may use up to 5%
• f the requested grant amount for

administrative costs associated with preparation of the application or other due diligence as cash or non-cash match.

2 Years 5 percent

• Acquisition? Obtain special form from staff

Proposal Package

Project Budget

Funding Sources

Rehab Example

Eligible Expenses

Rehab Example

Funding Sources Planning Study

Planning Example

Eligible Expenses

Planning Example

Proposal Package

Attachments

Rehab/Acquisition only

Proposal Package

Attachments

Attachment 1: Photographs

Proposal Package

Attachments

Attachment 2: Documentation of TPC

Proposal Package

Attachments

Attachment 3: Proof of National or State Register

Proposal Package Attachments

Attachment 4: Site Plan or Map

Attachment 5: Building Assessment

Proposal Package

Attachments

Proposal Package

Attachments

Attachment 6 Acknowledgement Form Attachment 7 Authorization to Use Photographs, and Photo Release Don’t get caught off guard, gather signatures early!

Attachments 6-7 Signatures

Attachment 10 Summary of Financial Statement

Proposal Package

Attachments

Attachment 8 501 (c) Determination Letter Attachment 9 List of Current Board of Directors and affiliations

Attachments 8-10 501 (c) requirements

Proposal Package

Attachments

Rehab/Acquisition only

Proposal Package

Attachments

Planning only

Proposal Package

Attachments

Planning only

Proposal Package

Attachments

Planning only

Application Package

Submit one original application, including the checklist and all applicable attachments

Submit eight paper copies with all applicable attachments One full proposal packages Seven summary proposal packages Submit one electronic copy with all applicable attachments Submit via USB or CD. Label jpegs to match hard copies

Proposal Package

Timeline and Process

Workshop

• May 1th

Intent to Apply

• Due May 18th
• Required for

all projects Application

• Due by noon
• n June 22nd
• Late

submissions will not be accepted

Proposal Package

Timeline and Process

LCHIP Staff can help:

 Questions – YES  Content – NO  Completeness – YES

(if submitted early)

Proposal Package

Timeline and Process

Applications Due NOON June 22, 2018 Staff Review & Site Visits August – September Review Panels Mid to Late October LCHIP Board Decision Mid November Notification Mid November Press Event-Celebration Early December

Dijit Taylor dtaylor@lchip.org Barb Beers

• fficemgr@lchip.org

Paula Bellemore pbellemore@lchip.org George Born gborn@lchip.org Contact Information

Questions?

THANK YOU for working to save New Hampshire’s special places!