Applying the Heritage Overlay
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Practice Note | 01 Revised September 2012 Applying the Heritage Overlay This practice note provides guidance shall include a statement of significance about the use of the Heritage Overlay. that clearly establishes the importance of the place and addresses the heritage What places should be included criteria. in the Heritage Overlay? Any place that has been listed on the What are recognised heritage Australian Heritage Council’s now criteria? closed Register of the National Estate. The following recognised heritage criteria Any place that has been referred by the shall be used for the assessment of the Heritage Council for consideration for heritage values of the heritage place. an amendment to the planning scheme. These model criteria have been broadly Places listed on the National Trust adopted by heritage jurisdictions across Register of the National Trust of Australia and should be used for all new Australia (Victoria), provided the heritage assessment work. significance of the place can be shown Criterion A: Importance to the course or to justify the application of the overlay. pattern of our cultural or natural history Places identified in a local heritage (historical significance). study, provided the significance of Criterion B: Possession of uncommon the place can be shown to justify the rare or endangered aspects of our cultural application of the overlay. or natural history (rarity). Places listed on the former Register of the Criterion C: Potential to yield information National Estate or on the National Trust that will contribute to an understanding of Register of the National Trust of Australia our cultural or natural history (research (Victoria) do not have statutory protection potential). unless they are protected in the planning scheme. Criterion D: Importance in demonstrating the principal characteristics of a class of The heritage process leading to the cultural or natural places or environments identification of the place needs to clearly (representativeness). justify the significance of the place as a basis for its inclusion in the Heritage Criterion E: Importance in exhibiting Overlay. The documentation for each place particular aesthetic characteristics (aesthetic significance).
Criterion F: Importance in demonstrating a high Group, thematic and serial listings degree of creative or technical achievement at a Places that share a common history and/or particular period (technical significance). significance but which do not adjoin each other or Criterion G: Strong or special association with a form a geographical grouping may be considered particular community or cultural group for social, for treatment as a single heritage place. Each cultural or spiritual reasons. This includes the place that forms part of the group might share a significance of a place to Indigenous peoples as common statement of significance; a single entry part of their continuing and developing cultural in the Heritage Overlay Schedule and a single traditions (social significance). Heritage Overlay number. Criterion H: Special association with the life This approach has been taken to the listing of or works of a person, or group of persons, Chicory Kilns on Phillip Island in the Bass Coast of importance in our history (associative Planning Scheme. The kilns are dispersed across significance). the island but share a common significance. Group listing of the kilns also draws attention to The adoption of the above criteria does not the fact that the kilns are not just important on an diminish heritage assessment work undertaken individual basis, but are collectively significant as before 2012 using older versions of criteria. a group. The thresholds to be applied in the assessment The group approach has also been used for the of significance shall be ‘State Significance’ and former Rosella Factory Complex in the Yarra ‘Local Significance’. ‘Local Significance’ includes Planning Scheme. This important factory complex those places that are important to a particular had become fragmented through replacement community or locality. Letter gradings (for development making it hard to justify a precinct example, “A’, “B’, “C’) should not be used. listing. The group listing, with a single Heritage In order to apply a threshold, some comparative Overlay number, has meant that the extent analysis will be required to substantiate the and significance of the complex can still be significance of each place. The comparative appreciated. analysis should draw on other similar places within the study area, including those that have Writing statements of significance previously been included in a heritage register or For every heritage place (that is, a precinct or overlay. Places identified to be of potential State individual place) a statement of significance significance should undergo limited analysis on a should be prepared using the three-part format of broader (Statewide) comparative basis. ‘What is significant?’; ‘How is it significant?’ and ‘Why is it significant?’. Places of significance for historical What is significant? - This section should be or social reasons brief, usually no more than one paragraph or a Planning is about managing the environment and series of dot points. There should be no doubt changes to it. An appropriate test for a potential about the elements of the place that are under heritage place to pass in order to apply the discussion. The paragraph should identify Heritage Overlay is that it has ‘something’ to be features or elements that are significant about the managed. This ‘something’ is usually tangible but place, for example, house, outbuildings, garden, it may, for example, be an absence of built form or plantings, ruins, archaeological sites, interiors as the presence of some other special characteristic. a guide to future decision makers. Mention could If such things are present, there will be something also be made of elements that are not significant. to manage and the Heritage Overlay may be applied. If not, a commemorative plaque is an How is it significant? - A sentence should be appropriate way of signifying the importance of included to the effect that the place is important the place to the local community. because of its historical significance, its rarity, its research potential, its representativeness, its Practice Note 1 | Applying the Heritage Overlay 2
aesthetic significance, its technical significance What is the planning scheme map and/or its associative significance. These reference number? descriptors are shown in brackets at the end of In column one of the schedule, the Planning the heritage criteria listed above. The sentence Scheme Map Reference prefix should read HO1, should indicate the threshold for which the place HO2, HO3 and so on. Each heritage place in the is considered important. schedule will have its own identifying number. The Why is it significant? - This should elaborate on planning scheme maps should also record these the criteria that makes the place significant. numbers as a cross reference between the maps A separate point or paragraph should be used and the schedule. for each criterion satisfied. The relevant criterion Street numbers and location descriptions should be inserted in brackets after each point or Street numbers and locality addresses should paragraph. Each point or paragraph may include be included for properties wherever possible. the threshold for which the place is considered Where a street address is not available, plan important. of subdivision details (for example, Lot 1 of PS12345) should be used. Avoid using Crown Saving and displaying statements of Allotment details, Certificate of Title details or significance obscure location descriptions if possible. All statements of significance should be securely stored in the Department of Planning and How should the Heritage Overlay schedule Community Development’s HERMES heritage be arranged? database. There are two preferred options for arranging Where a place (either a precinct or individual the schedule. Heritage places may be grouped place) is included in the Heritage Overlay, the according to their suburb, town or location and statement of significance for that place should then arranged alphabetically by street address be publicly viewable through the Department of within each grouping. Alternatively, all places may Planning and Community Development’s Victorian be listed alphabetically by their street address Heritage Database. irrespective of their location. Use the method which most assists users of the planning scheme Additional resources may be required to find the relevant property by a simple search through the schedule. When introducing the Heritage Overlay, a council should consider the resources required to Applying external painting controls administer the heritage controls and to provide External painting controls over particular heritage assistance and advice to affected property places can be applied in the schedule by including owners. This might include providing community a ‘yes’ in the External Paint Controls Apply? access to a heritage adviser or other technical or column. financial assistance. Applying internal alterations controls Drafting the Heritage Overlay Internal alteration controls over specified buildings schedule can be applied in the schedule by including a ‘yes’ in the Internal Alteration Controls Apply? column. What is a heritage place? This provision should be applied sparingly and A heritage place could include a site, area, on a selective basis to special interiors of high building, group of buildings, structure, significance. The statement of significance for the archaeological site, tree, garden, geological heritage place should explain what is significant formation, fossil site, habitat or other place of about the interior and why it is important. natural or cultural significance and its associated land. It cannot include movable or portable objects Applying tree controls such as machinery within a factory or furniture The schedule can apply tree controls over within a house. heritage places. The tree controls could apply to Practice Note 1 | Applying the Heritage Overlay 3
the whole of a heritage place (for example, over a available range of permissible uses is insufficient house site or an area) or a tree or group of trees to provide for the future conservation of the could be specifically nominated as the heritage building. Currently this provision applies in the place. Tree controls are applied by including a metropolitan area of Melbourne to places that are ‘yes’ in the Tree Controls Apply? column. included on the Victorian Heritage Register. The control is designed to protect trees that are Aboriginal heritage places of intrinsic significance (such as trees that are Scarred trees, stone arrangements and other included on the National Trust Register or trees places significant for their Aboriginal associations that contribute to the significance of a heritage can be identified by including a ‘yes’ in the place (for example, trees that contribute to the Aboriginal Heritage Place? column. As with significance of a garden or area). The control is any place listed in the Schedule to the Heritage not meant to protect trees for their amenity value. Overlay, supporting justification is expected to See Practice note 7 – Vegetation Protection in apply this provision. Urban Areas for alternative methods of vegetation protection. The standard permit requirements of Clause 43.01-1 of the Heritage Overlay apply to How should places on the Victorian Aboriginal heritage places included in the schedule. Clause 43.01-6 reminds a responsible Heritage Register be treated in the authority that the requirements of the Aboriginal schedule? Heritage Act 2006 apply to these places. Under Clause 43.01-3, places on the Victorian Heritage Register are subject to the requirements How are heritage precincts and areas of the Heritage Act 1995 and not the planning treated? provisions of the Heritage Overlay. Places Significant precincts and areas should be identified included on the Victorian Heritage Register should in the schedule as well as being mapped. be listed in the schedule. A dash should be recorded in columns three How are individual buildings, trees (external paint controls), four (internal alteration or properties of significance located controls), five (tree controls) and six (outbuildings within significant areas treated? and fences) to avoid any possible confusion as The provisions applying to individual buildings and to whether planning provisions apply to these structures are the same as the provisions applying properties. In column seven (‘Included on the to areas, so there is no need to separately Victorian Heritage Register ...’) the reference schedule and map a significant building, feature or number of the property on the Victorian Heritage property located within a significant area. Register should be included as an aid to users of The only instance where an individual property the planning scheme. within a significant area should be scheduled and mapped is where it is proposed that a different Allowing a prohibited use of a requirement should apply. For example, external heritage place painting controls may be justified for an individual It is possible to make a prohibited use permissible building of significance but not over the heritage at specific places by including a ‘yes’ in the precinct surrounding the building. Prohibited uses may be permitted? column. Alternatively, tree controls may be justified for This provision should not be applied to significant a specific tree or property within a significant areas because it might result in the de facto precinct but not over the whole precinct. In such rezoning of a large area. The provision should situations the individual property or tree should be only be applied to specific places. For example, both scheduled and mapped. the provision might be used for a redundant Significant buildings or structures within a church, warehouse or other large building significant precinct can be identified through a complex where it is considered that the normally local planning policy. Practice Note 1 | Applying the Heritage Overlay 4
How is a building, tree or feature Where a heritage place does not encompass the on a large parcel of land listed and whole of the property, care should be taken to accurately show the area to which the provision mapped? applies. For instance, if a homestead is affected The Heritage Overlay applies to both the listed by the Heritage Overlay but not the whole of the heritage item and its associated land (refer Clause farm, a polygon should be allocated to the area 43.01 - Scope). It is usually important to include of affected buildings and associated land. The land surrounding a building, structure, tree or wording to describe the Heritage Place in the feature of importance to ensure that any new schedule should be specific to identify the area development does not adversely affect the setting covered by the overlay. (See the example of or context of the significant feature. In most Heritage Place HO4 in the attached schedule.) situations, the extent of the provision will be the whole of the property (for example, a suburban Mapping Heritage places dwelling and its allotment). All heritage places must be both scheduled and However, there will be occasions when the area to mapped. which the provision applies should be reduced so In each case, care should be taken to ensure that it does not apply to the whole of the property. that there is an accurate correlation between Examples might include: the Heritage Overlay schedule and the Heritage a homestead on a large pastoral property Overlay map. where only the buildings and their immediate If there is a discrepancy between the schedule surroundings are important but not the and the map, the description of the place given in remainder of the property the schedule to the Heritage Overlay, supported a significant specimen tree on an otherwise by the statement of significance, should be the unimportant property predominant means of identifying the areas to which the overlay applies. a horse-trough, fountain or monument in a road reservation a grandstand or shelter in a large but otherwise unimportant public park. ISBN 978-1-921940-58-3 Published by the Victorian Government Department of Planning and Community Development Melbourne, September 2012. © The State of Victoria Department of Planning and Community Development 2012. This publication is copyright. No part may be reproduced by any process except in accordance with the provisions of the Copyright Act 1968. Authorised by the Victorian Government, 1 Spring Street, Melbourne. This publication may be of assistance to you but the State of Victoria and its employees do not guarantee that the publication is without flaw of any kind or is wholly appropriate for your particular purposes and therefore disclaims all liability for any error, loss or other consequence which may arise from you relying on any information in this publication. www.dpcd.vic.gov.au/planning Practice Note 1 | Applying the Heritage Overlay 5
Schedule to the Heritage Overlay The requirements of this overlay apply to both the heritage place and its associated land. PS Heritage Place External Internal Tree Outbuildings or Included on the Prohibited Name of Aboriginal Map Paint Alteration Controls fences which are Victorian Heritage uses may be Incorporated Plan heritage Ref Controls Controls Apply? Not exempt under Register under the permitted? under Clause place? Apply? Apply? Clause 43.01-3? Heritage Act 1995? 43.01-2 HO1 House Yes No No No No No No 1 Albert Street, Belmont Practice Note 1 | Applying the Heritage Overlay HO2 Athol House - - - - - Yes No 57 Albert Street, Belmont HO3 Jones Foundry Yes No No No No No 4 William Street, Breakwater HO4 Moreton Bay Fig Tree No No Yes No No No No 26 Bryant Street, Ceres The heritage place is the Moreton Bay Fig Tree and land beneath the canopy edge of the tree for a distance of five metres from the canopy edge. HO5 House Yes No No Yes No No No 13 Albert Street, Geelong HO6 Bay Villa Yes Yes No No No No No 122 Middle Street, Geelong HO7 Barwon River Bridge - - - - Yes No No Station Street, Geelong Ref No H789 HO8 William Street Precinct Yes No No No No No No William Street, Geelong HO9 Mount Rothwell Stone Arrangement No No No No No No Yes Mount Rothwell Station Little River-Ripley, Little River 6
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