Management of Heritage Places g gGestion des Sites Patrimoniaux

At li Thé ti / Th ti W k h pAtelier Thématique / ThematicWorkshopPetra, Jordan-ie 17-19 Mai 2010

LEGAL ASPECTS OF HERITAGE MANAGEMENTLEGAL ASPECTS OF HERITAGE MANAGEMENT

INVENTORIES – PLANNING REGULATIONS

• Introductory remarks

• Identification and knowledge

• Planning and financing regulations

Petra – Euromed Heritage IV – 17/19 May 2010Jean-Louis Luxen – RMSU – Senior Legal ExpertJean Louis Luxen RMSU Senior Legal Expert

1. INTRODUCTORY REMARKS

1 H i di i1. Heritage diversityspecific adaptations of legal and institutional framework

2 Cultural diversity2. Cultural diversityimportance of the "statement of significance"

3 Differences: source and strength of regulation3. Differences: source and strength of regulationformal legal sourcessoft law

4. Differences: government practicethe decision making process

2. IDENTIFICATION AND KNOWLEDGE

1 R h P li i di1. Research – Preliminary studies

2. Limitation to property rights

3. Precise physical identification

4 State of conservation4. State of conservation

5. Long term documentation

6. International co-operation

2.1. Research and preliminary studiesp y

B i f h i iBasis of the inventories

• Procedure formulation "statement of significance"according to the type of cultural propertyaccording to the type of cultural property

• Different perceptions: experts, locals, visitors…

• Different values: historical, scientific, aesthetic, economic…

2.2. Limitations to property rightsp p y g

Th i d l f H i l f• The recognized values of a Heritage place or artefact:reference for regulations for protection, conservation, restoration, public aids…

• The outstanding significance of a cultural property gives it a community value which justifies some limitation to property rights

2.3. Precise physical identificationp y

A h i i l f i li d• A comprehensive inventory, general of specialisedwhich an already have some legal power

No importance whether public or private ownership. No importance whether public or private ownership

• Immovable (building or site)a precise boundarya precise boundarya "buffer zone"

• Movable (artefact)( )"Object ID" form recommended

2 4 The state of conservation2.4. The state of conservation

I i f i• Inventory to mention state of conservationrisks, need for conservation/restoration

• Basis for planning interventions with financial implications• Basis for planning interventions, with financial implications

• Periodic report on the state of conservationimmovable: to safeguard the valuesimmovable: to safeguard the valuesmovable: safeguarding +checking effective presence

2.5. Long term documentationg

R l i i f d d d f• Regulations requesting safeguard and update of documentationInformation technology

• A spare copy in a different location

• An inventory of inventoriesy

2.6. International co-operationp

S l h i l f i h i ifi• Several heritage places or artefacts with significance at international level"Shared heritage, common responsibility"International conventions and guidelinesInternational conventions and guidelines

• Preventing and fighting illicit traffic in cultural property. The Hague (54) UNESCO (70) Unidroit (95)g ( ) ( ) ( ). International organisations: Interpol, UNESCO, ICOM,…. Bilateral agreements

3. PLANNING AND FINANCING REFULATIONS

1 P i1. Protective measures

2. Guidance to investments and economic activities

3. Framing the decision making process

4 Funding conservation / restoration4. Funding conservation / restoration

5. Monitoring

6. International co-operation

3.1. Protective measures

• Given limitation property rights, need for a law stating precise conditions for a cultural property to be under public protection and defining extent of this protection

• Complementary regulations at local level

• Public artefacts: inalienablePrivate artefacts: possible limitation

3.2. Guidance to investments or economic activities

F d l d l i i h d i i i fl• Fundamental: targeted regulations with decisive influence on . real estate development. type of activities and functionshousing policy. housing policy

At the "territorial" level.

• Set of national local even micro regulationsSet of national, local, even micro regulations

• 2 dimensions: space and time

• Public authorities to keep command of flow of visitorspro: economic and social positive falloutscon: negative effects of mass visitation

3.3. Framing the decision making processg g p

All ll k h ld h h i• Allow all stakeholders to have their say. various ministries of public agencies. private sectorNGOs. NGOs

• Importance of local level

• Importance of participation of inhabitants

• In case a controversy: a procedure leading to a balanced y p gdecision, in favour of the general interest

3.4. Funding conservation / restorationg

• Public funds allocated to public properties. funding schemes according to type of cultural property. centralised (most often) or decentralised management

• Private properties under the responsibility of owners. financial aids (grants, loans, fiscal exoneration…)considered as compensation for limitation of rightsconsidered as compensation for limitation of rightsunder precise conditions, procedures and planning

3.5. Monitoring the state of conservationg

• Planning periodic reports (immovable / movable)

• In case of damage, sanctions to be taken (physical reparation or fines)or fines)

• An international commitment for World Heritage sitesReference as good practiceReference as good practice

3.6. International co-operationp

• Planning the implementation at national level of international conventions and recommendations

• Planning actions to prevent of fight illicit trafficking• Planning actions to prevent of fight illicit trafficking

• Pooling resources at regional of international level(inventories, education, training)(inventories, education, training)

• Planning international funding programmes (archaeological excavations, loans by international financial institutions…)