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Since it started in 1994 the CHG program has funded 385 significance assessments (SA)s of heritage collections. In each case funding was given to employ an external consultant to undertake the assessment.
An SA helps explain the meaning and value of a collection and provides further information for its management and interpretation.
Two very useful publications which will help you understand how the SA process works are:
- Significance 2.0 - A Guide to Assessing the Significance of Collections (2009) - 2nd revised edition (online version)
- Sharing our stories - Guidelines for Heritage InterpretationChapter 5 (PDF, 1.46MB)
Steps to managing an SA
1. Finding an assessor
Check the following:
- 2015, 2016 and 2017 CHG completed projects summaries.
Here you will find the names of consultants who have undertaken SA work for recent CHG recipients. Contact the individual project contacts for advice on how they managed these consultancies.
- Professional Historians Australia
Go to the appropriate state and look for the link to the consultants register.
- Cultural Gifts Program
The Cultural Gifts Program maintains a list of approved valuers.
- Museums Australia branches consultants registers
- Victoria: The Museums Australia (Victoria) consultants register is a listing of consultants with diverse areas of expertise, including SAs, available for members to access. Further information: Contact Sarah Craven on 03 8341 7344.
- New South Wales: The Museums and Galleries of NSW consultants register facilitates relationships between clients and consultants in the museum and gallery sector. It provides free public access to an extensive listing of consultants with diverse expertise, and is a platform for consultants to promote their services and reach new clientele. This may be accessed online or call 02 9339 9908 for further information.
- Queensland: You can search Museums & Galleries Queensland consultants and suppliers register by name, key professional skills or key supplies or products. Contact Deannah Vieth, Training & Professional Development Manager, M&G QLD on 07 3059 9742 or email@example.com<mailto:firstname.lastname@example.org> for advice.
- Western Australia: The Heritage Grants Program at the WA Museum can assist in finding assessors working in Western Australia - contact Clare-Frances Craig, Senior Project Officer, Regional on 1300 134 081 or email@example.com
- The History Trust of South Australia
The Community History Unit can help you find assessors in South Australia: 08 8203 9874.
2. Preparing for the assessment
Before the assessor arrives to begin the SA the following steps should be taken:
- Clearly define the purpose for undertaking the assessment. Put together a written project brief which should include the name of your organisation, the project title, date, author of brief, contact details for the organisation. It should also include some background information about your organisation and the aims of the project.
- Read pages 59 - 63 of Significance – A Guide to Assessing the Significance of Cultural Heritage Objects and Collections on the assessment of a whole collection so that you are familiar with the methodology and are able to respond to requests from the assessor.
- Understand what the CHG program expects to see in the report and make sure that the assessor is aware of these requirements. See the report template below.
- Clearly define the extent of the assessment to be undertaken. Will the assessment embrace the collection as a whole, a component of the collection or select objects? Consider the budget for the project. If the collection as a whole is to be assessed, how will it be physically undertaken? If the collection is numerically large, clearly define what an acceptable assessment percentage will be: 15%, 25%, 30%?
- Physically isolate the material or clearly identify it before the assessor arrives. Arrange a suitable working space. Valuable time is lost when objects and documentation cannot be found or working space is inadequate.
- Gather together all documentation for the collection. Include the CHG application, the CHG offer letter, catalogues, details of provenance of material, and transcripts of interviews about the stories associated with the collection. Give these documents to your assessor before they visit.
- Contact people who can provide information to the assessor where necessary and make sure they are available for consultation.
- Make sure that the assessor has full access to the collection for the time that he or she is conducting the assessment.
3. Cost estimate
An average SA will involve a site visit (2 days) and a written report (4-5 days).
During the site visit the assessor will assess the physical condition of the collection (acceptable percentage), the veracity of its accompanying documentation and the relationship between the organisation building(s) and the collection. Normally the assessor will not have time to check provenance, related stories (community comments), etc - this should be undertaken as fully as possible by the organisation beforehand and be available to the assessor.
Significance assessments will be funded at the standard rate of $4500 (ex GST). If your organisation is not located in a major city, you need to include the cost of the consultant's travel to your location plus 2 days expenses in your grant application. Information about calculating expenses can be found in ATO Tax Determination 2018/11.
If the assessor requires some funding up-front, only make a partial payment (50%). Retain the final payment (50%) until you’ve had a chance to read the draft report and ensure that it meets your requirements.
4. The SA report
The SA should lead to a report that provides sufficient information to enable collection management priorities to be established, and include significance statements that clearly identify the history, themes, importance, meaning and value of the collection. If you intend to apply for future CHG grants, you will be required to submit the SA report with your application.
CHG recommends that the report should contain the following content:
- Title page
Name of organisation and collection
Company name (if applicable)
Date of publication.
- Contents page
List major sections of the report with page numbers.
- Executive Summary (1-2 pages)
A brief summary of statement of significance.
Short, medium and long term collection management and interpretation/exhibition impacts.
- Description of process undertaken to assess and produce the report (the methodology)
- Consultation with owners of the collection
- Collection research in consultation with owners
- Use of object files
- Contact with other similar collections to identify comparative collections
- Number of visits to the collection to work on the assessment and understand the collection.
- Summary description of the organisation and its collection
(Approximately 300 words)
- History and significance of the organisation and its collection
- History of the collection (include captioned illustrations of key items)
- Relationship between the building and its contents, ie, the moveable heritage (if relevent)
- Community comments
- Condition of the collection
- Comparative collections
- Statement of significance for the entire collection - include reference to the most significant items (1-2 pages).
- Key recommendations
Some examples (ensure recommendations are listed in priority order):
- Key items in the collection are rotated through displays
- To assist with further conservation of the collection, funding should be sought from granting bodies
- Develop training programs for volunteers. Topics might include significance training, care and handling of cultural materials
- Develop a database for the moveable parts of the collection - include digital photographs and a good description of each item
- Establish object files for items in the collection
- Commission a conservation management plan for the building housing the collection
- Physically number items to improve tracking of collection.
- Detailed assessment of the most significant items in the collection
- Brief description
- History and provenance
- Community recollections
- Context of use
- Type of material, manufacture and condition
- Comparative examples
- Statement of significance for the most significant items in the collection
This report outline is based on an SA for a collection of approximately 600 documents and artefacts, prepared by Kylie Winkworth, Museum Consultant, in August 2006, amended by Roslyn Russell in September 2008.
For further information on SAs contact the CHG Office.