Monument protection; application for a grant from the Bavarian compensation fund

Grants can be applied for from the compensation fund for measures on monuments in accordance with the Bavarian Monument Protection Act.

Description

Prerequisites

Grants or loans from the compensation fund in accordance with the Bavarian Monument Protection Act (BayDSchG) are primarily considered for extensive measures on monuments with supra-regional significance and an acute threat. They require, among other things, that the owner of the monument cannot be expected to bear the full repair costs economically. A detailed examination of the financial circumstances of the monument owner is therefore very important in the funding process.

Procedure

If you wish to apply for grants and/or loans from the compensation fund in accordance with the BayDSchG, you must contact the lower monument protection authority. The lower monument protection authorities (usually district offices, independent cities and large district towns) apply to the Bavarian State Office for Monument Preservation for the grant from the compensation fund

The administrative procedures and responsibilities for claiming from the compensation fund:

  • The State Office for the Preservation of Monuments selects suitable properties in cooperation with the Lower Monument Protection Authority.
  • With the support of the Lower Monument Protection Authority, the State Office for the Preservation of Monuments records the master data, the relevant cost figures and the financing proposal (Part I of the data sheet) and maintains the measures in a planning list.
  • From the planning list, the State Office for the Preservation of Monuments proposes measures for the biannual consultation with the Bavarian Association of Towns and Municipalities, for which the procedure for claiming the compensation fund is initiated. On this basis, the State Office for the Preservation of Monuments releases the application by forwarding Part I of the data sheet to the Lower Monument Protection Authority. The owner of the monument receives a copy of this for information purposes. If necessary, a financing discussion will be held before the data sheet is released.
  • With the cooperation of the monument owner, the Lower Monument Protection Authority processes the application with the monument owner's declaration (Part II of the data sheet) and forwards it to the State Office for Monument Preservation together with the monument-related documents. At the same time, it informs the monument owner of the documents to be submitted to the State Ministry of Science and the Arts for the so-called reasonableness test (examination of the financial and economic circumstances of the monument owner). The monument owner receives a copy of Part II of the data sheet for information purposes.
  • The State Office for Monument Preservation transmits the essential technical parameters for the restoration procedure for the reasonableness test to the State Ministry of Science and Art (Part III of the data sheet). The monument owner receives a copy of this.
  • The State Ministry of Science and the Arts determines the type (grant and/or loan) and specific amount of the grant as part of the reasonableness test. On this basis, the State Office for the Preservation of Monuments issues a conditional notification (notification of grant or 1st notification).
  • After completion of the measure, the Lower Monument Protection Authority checks the final invoice in terms of calculation and construction and sends a copy of the audited proof of use to the State Office for Monument Preservation. The State Office for the Preservation of Historic Monuments will carry out a final review of the proof of use from the point of view of the preservation of historic monuments, determine in particular the eligible costs and calculate the amount of the grant to be awarded. On this basis, the State Office for the Preservation of Monuments makes a final decision on the amount of the grant and asserts any claims for repayment (final notice or second notice).

Special notes

The state, numerous municipalities and municipal associations as well as many other public or private institutions promote measures for the preservation of monuments through grants or, in some cases, loans. The funding options are very diverse. If you are interested in such funding, you should seek advice at an early stage from your lower monument protection authority (districts, independent municipalities and large district towns) and/or the State Office for the Preservation of Monuments. The State Office also provides free information material, which you are welcome to call up.

In addition to grants and/or loans from the compensation fund under the Bavarian Monument Preservation Act (BayDSchG), you can also apply for grants from the Bavarian State Office for Monument Preservation (see "Monument preservation; applying for a grant from the State Office for Monument Preservation" under "Related topics").

In addition to grants and loans, you can often also take advantage of tax benefits that are tailored to monument owners.

Tax benefits under the Income Tax Act (EStG): This - indirect - subsidy can be granted for a large proportion of conservation measures. A certificate for submission to the relevant tax office is usually issued by the State Office for the Preservation of Monuments (see "Preservation of monuments; applying for a certificate for tax purposes" under "Related topics").

Deadlines

If you wish to apply for grants and/or loans from the compensation fund in accordance with the BayDSchG, the application must be submitted before the start of the measure.

Funding is ruled out from the outset if work has already begun on the project or the project has already been completed. Further information can be obtained from your local monument protection authority and the State Office for the Preservation of Monuments.

Required documents

  • The documents required for the rest of the procedure can be found in Part II of the data sheet as well as in the case group related forms "Documents for the reasonableness check" (see under "Forms").

    Insofar as the submission of a so-called liquidity report is required, the sample under "Forms" can be used.

Forms

  • Form, Bavaria-wide: Datenbogen I - Stammdaten, Kosten und Finanzierungsvorschlag
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Form, Bavaria-wide: Datenbogen II - Antrag mit Anlage des Denkmaleigentümers
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Form, Bavaria-wide: Datenbogen Teil III - Mitteilung der wesentlichen Parameter an StMWK zur Zumutbarkeitsprüfung
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Form, Bavaria-wide: Muster für Liquiditätsgutachten
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

Fees

  • none

Remedy

Administrative court proceedings; information

Administrative court action

Status:02.02.2024

Responsible for editing:Bayerisches Staatsministerium für Wissenschaft und Kunst

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  • Online transactions, Bavaria-wide
  • Online transactions, locally limited
  • Form, Bavaria-wide
  • Form, locally limited
  • Prefillable Form, Bavaria-wide
  • Legal bases, Bavaria-wide
  • Legal bases, locally limited
  • Fees, Bavaria-wide
  • Fees, locally limited
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