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A Strategy for Stimulating Building Preservation Trust Activity in the South West of England

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A Strategy for Stimulating Building Preservation Trust Activity in the South West of England A STRATEGY FOR STIMULATING BUILDING PRESERVATION TRUST ACTIVITY IN THE SOUTH WEST OF ENGLAND June 2012 (Full report available at: www.ukapt.org.uk or www.english-heritage.org.uk) Report produced by DTS Solutions Ltd for the UK Association of Preservation Trusts with financial support from: Bristol Visual and Environmental Buildings Trust The Cornwall Buildings Preservation Trust The Wiltshire Historic Buildings Trust Acknowledgements DTS Solutions would like to thank: Project Board: Andrew Beckett (Chair) Russell Lillford James Moir Liz Clare English Heritage South West team for funding, advice and data AHF for providing AHF grant data HLF for providing HLF grant data The following Trusts for providing financial support: Bristol Visual and Environmental Cornwall BPT Wiltshire HBT Local planning authority personnel who responded to surveys All BPTs in the South West who responded to telephone questionnaires or face-to-face interviews Special thanks to Alanna Ivin who carried out the telephone and face-to-face interviews This report constitutes recommendations by the authors to the UK Association of Preservation Trusts (UKAPT) and does not necessarily represent the views of the funding partners UKAPT for the supply of images: Front cover (left to right): Cleveland Pools, Bath; Winterbourne Barn, Winterbourne; Lower Lodge to Ashton Court, Bristol; Loggans Mill, Hayle; Maker Heights, Rame Peninsular; Front cover (centre): visit to Poltimore House, Exeter during the UK Association of Preservation Trusts annual conference 2009; Inside cover: Taunton Castle House, Taunton; Brandy Bottom Colliery, Pucklechurch; 21 The Mint, Exeter; Swanage Pier, Swanage; Sherborne House, Sherborne. Table of Contents Acknowledgements ................................................................................................................... 2 Index of Tables .......................................................................................................................... 5 Index of Figures ......................................................................................................................... 5 Glossary of Terms ...................................................................................................................... 6 Executive Summary ................................................................................................................... 7 Introduction ............................................................................................................................. 11 Part 1: Context ......................................................................................................................... 12 Part 2: Key Issues ..................................................................................................................... 27 ISSUES RELATING TO TRUSTS .............................................................................................. 27 KEY ISSUE 1 (relating to Trusts): DEFINING BPTs ............................................................ 27 KEY ISSUE 2 (relating to Trusts): A NEW CLASSIFICATION FOR TRUSTS ......................... 34 KEY ISSUE 3 (relating to Trusts): DEFINING AND MAXIMIZING SUCCESS FACTORS ....... 39 KEY ISSUE 4 (relating to Trusts): DEFINING AND OVERCOMING BARRIERS.................... 41 KEY ISSUE 5 (relating to Trusts): MATCHING CAPACITY WITH OPPORTUNITIES ............ 44 KEY ISSUE 6 (relating to Trusts): MAINTAINING & DEVELOPING STAKEHOLDERS ......... 51 KEY ISSUE 7 (relating to Trusts): GOVERNANCE ............................................................. 63 KEY ISSUE 8 (relating to Trusts): STRATEGY & POLICIES ................................................. 67 KEY ISSUE 9 (relating to Trusts): CORE FUNDING ........................................................... 69 KEY ISSUE 10 (relating to Trusts): RAISING PROFILE BY ACTIVITY PROMOTION ............ 72 ISSUES RELATING TO PROJECT DELIVERY ............................................................................ 74 KEY ISSUE 11 (relating to project delivery): DEFINING & MAXIMISING SUCCESS FACTORS FOR PROJECTS ................................................................................................................. 74 KEY ISSUE 12 (relating to project delivery): DEFINING & OVERCOMING BARRIERS TO PROJECTS ........................................................................................................................ 80 KEY ISSUE 13 (relating to project delivery): PROJECT MANAGEMENT ........................... 83 KEY ISSUE 14 (relating to project delivery): FINANCING PROJECTS ................................ 86 KEY ISSUE 15 (relating to project delivery): PROJECT EVALUATION ............................... 90 KEY ISSUE 16 (relating to project delivery): TRANSFER OF SKILLS .................................. 91 Part 3: Moving Forward: Proposed Activity Plan .................................................................... 92 ACTIVITY 1: NEW MODELS OF WORKING ........................................................................... 93 Recommendation 1 ........................................................................................................ 97 ACTIVITY 2: BUILDING TRUST CAPACITY ............................................................................. 98 Recommendation 2 ...................................................................................................... 100 ACTIVITY 3: DEVELOPING AND CO-ORDINATING SUPPORT, INFORMATION, ADVICE ...... 101 Recommendation 3 ...................................................................................................... 106 ACTIVITY 4: STIMULATING NEW PARTNERSHIPS THROUGH PILOT INITIATIVES............... 108 Recommendation 4 ...................................................................................................... 111 ACTIVITY 5: DEVELOPING OTHER PROJECTS AND/OR NEW TRUSTS ................................ 112 Recommendation 5 ...................................................................................................... 115 Next Steps .............................................................................................................................. 116 Appendices ............................................................................................................................ 117 Appendix A: Trust data ..................................................................................................... Appendix B: Dates of Formation ...................................................................................... Appendix C: Classification of Trusts ................................................................................. Appendix D: Completed Projects ..................................................................................... Appendix E: History of the BPT Movement in the South West ....................................... Appendix F: Funding: Heritage Lottery Fund ................................................................... Appendix G: Funding: English Heritage ............................................................................ Appendix H: Funding: Architectural Heritage Fund ......................................................... Appendix I: Healthcheck Questionnaire ......................................................................... Index of Tables Table 1: Dates of Trust formation ........................................................................................... 15 Table 2: Current project activity .............................................................................................. 17 Table 3: Funding of BPT projects ............................................................................................. 18 Table 4: Turnover and assets ................................................................................................... 18 Table 5: Trusts, Buildings at Risk, and possible pilot projects ................................................. 25 Table 6: Number of South West BPT supporters .................................................................... 52 Table 7: Trends in BPT Trustees and supporters ..................................................................... 53 Table 8: Trend in recruiting BPT Trustees ............................................................................... 64 Table 9: Pipeline projects by BPT, local authority area and building classification ................ 77 Table 10: Perceived value of a skilled BPT project organiser .................................................. 85 Table 11: Sources of project funding ....................................................................................... 86 Table 12: Gaps in funding project phases ............................................................................... 89 Table 13: BPT perception of support by funders .................................................................. 101 Table 14: BPT interest in pilot initiatives ............................................................................... 110 Index of Figures Figure 1: Legal form of Trusts .................................................................................................. 29 Figure 2: Range of BPT activities ............................................................................................. 29 Figure 3: Category of Trust ...................................................................................................... 34 Figure 4: BPT strengths ...........................................................................................................
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