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RESEARCH QUESTIONNAIRE Identification of loan/credit products (repayable financial instruments) aimed at supporting investments in the field of conservation, restoration or construction works on immovable monuments . Dear ladies and gentlemen , We kindly thank Y ou for agreeing to complete the following questionnaire regarding loan/credit products (repayable financial instruments) aimed at supporting investments in the field of conservation, restoration , or construction works on immovable monuments under legal protection that operate in Y our country. The data gathered through the Research Questionnaire will be used to prepare an expert opinion by Katarzyna Agnieszka Obłąkowska PhD and Artur Bartoszewicz PhD, which was commissioned by the Ministry of Culture and National Heritage of the Republic of Poland. The gathered knowledge will be used to create a financial instrument aimed at supporting investments in the field of conservation, restoration , or construction works on immovable monuments under legal protection in Poland. If a specific institution offers several types of loans/ credit , we kindly ask Y ou to complete part III ( Proper questionnaire) separately for each type of instrument. In the case of several institutions offering such loans/loans, we kindly ask Y ou to complete parts II and III separately for each institution. INSTITUTION PROVIDING INFORMATION Imprint of the institution providing information : Name of the institution providing information Contact address Contact person Phone number E-mail address Website address INSTITUTION OFFERING LOANS /CREDIT TO SUPPORT INVESTMENTS IN IMMOVABLE MONUMENTS Name and contact details of the institution offering loans/ credit (repayable financial instruments) aimed at supporting investments in the field of conservation, restoration or construction works on immovable monuments. Name of institution providing financial instruments Contact address Contact person Phone number E-mail address Website address Characteristics of financial instruments offered by the aforementioned institution aimed at supporting investments in the field of conservation, restoration or construction works on immovable monuments. n. Issue Answer 1. Financial instruments offered by the Institution aimed at supporting investments in the field of conservation, restoration or construction work on immovable monuments (tick as appropriate ) Loans/credit G uarantees Subsidies Equity Quasi - equity Leaseback Repayable assistance Other ( what ?..........................................................) PROPER QUESTIONNAIRE n. Issue Answer 1. Instrument name 2. Type of loans/credit offered 3. A The minimum amount of the granted loan/credit 3.B The maximum amount of the granted loan/credit 3.C The minimum amount of the required own contribution to the project financed from the loan/credit 3.D The average value of the granted loan/credit 4.A Loan/credit interest rate regulations 4.B Rules for granting preferential interest on a loan/credit (if applicable) 4.C Other costs related to granting of the loan/credit (fees, commissions, salaries, etc.) 5. Loan/credit repayment period 6.A Possible grace period in the repayment of the cost (interest) of the loan/credit 6.B Possible grace period in the repayment of the loan/credit principal 7. Rules for securing the liability under the loan/credit (type of guarantee required to secure the liability or insurance) 8. A Types of funded projects 8.B List of mandatory documents submitted to the loan/credit application 8 . C List of eligible costs to be financed from a loan/credit 9.A Rules for starting loan/credit financing (tick as appropriate) advance payments , periodic , final , payments to the beneficiary , payments to the contractors , other (what ?...............................................) 9.B The basis for starting a loan/credit (tick as appropriate) application for granting , original unpaid invoices , expense tallies , other (what ?...............................................) 10. Type of entity, institution, organisation , person authorised to incur liabilities 11.A Other financial instruments (etc.) related to the granted loan/credit (tick as appropriate) subsidies , prizes , guarantees , amortisation , bonus, other (what ?...............................................) 11.B Principles of linking other financial instruments with the granted loan/credit 12. Restrictions on the use of a loan/credit 13. In the case of granting a loan/credit under conditions other than market conditions, in addition to a description of the differences between the market mechanism and the product offered, an indication of the legal basis for granting state aid. 14.A Source of financing of the loan/credit granted (tick as appropriate) public funds non-public funds mixed 14.B A detailed description of the source and principles of financing the loan/credit by the institution launching the financial instrument 15.A Financial instrument distribution system (participation of individual institutions) (tick as appropriate ) the managing authority , fund of funds (holding fund), financial intermediary, commercial banks non-governmental organisations other (what? ……………………………….) 15.B Description of the roles of individual participants in the distribution system of the financial instrument 16. Type of call for loan/credit applications (tick as appropriate) continuous periodic other (what ? ……………………………….) 17.A Principles and scope of loan/credit applicant assessment 17.B Possibility of negotiating the project financing structure and the amount of the borrower's contribution 17.C Principles of assessing the energy efficiency of the immovable monument before and after the project financing process (if any). 18. The total value of funds allocated to finance loans/ credit in a given line (annually and from the beginning of the program/line's launch) 19. Level of recovery of funds paid for a financial instrument (assumed, obtained) 20. Additional information 21. Link to the website intended for potential borrowers if any) ADDITIONAL REQUEST We would be grateful if You could send us the regulations for granting a financial instrument, investment strategy or program launching a given loan/credit line. Thank Y ou for responding to the questionnaire . Katarzyna Agnieszka Obłąkowska PhD Artur Bartoszewicz PhD Warsaw, 16 December 2022 Dear ladies and gentlemen! The actions of both individual Member States and the European Union as a whole are aimed at the active protection of cultural heritage, which includes the care for immovable monuments. The diversity of experiences provides the basis for the promotion of good practices, as well as the search for the best solutions that could be implemented in individual EU countries for their own specific needs. Monuments are the embodiment of our heritage and memory. We must ensure their protection for the next generations. According to the research results of Professor Jan Pruszyński, as a result of military operations during World War I, at least 170 thousand buildings of significant historical value were destroyed in Poland. Until the regaining of independence by the Polish Nation in 1918, Polish culture had lost most of its immovable monuments, and the condition of many was poor. However, Polish studies from that period still indicated that “the treasury remained quite rich". Prior to the outbreak of World War II, there were 12,000 registered historical buildings. 840 objects were entered in the register of monuments. However, the interwar period did not allow for a full inventory of the monuments, and we are unable to assess the actual possession of the historical resource in 1939. According to available estimates (Professor Jan Pruszyński, Józef Dutkiewicz PhD, Professor Bohdan Rymaszewski), as a result of World War II, 50% of registered historical buildings were destroyed by the aggressors (Germans and Russians). According to available estimates, 7.5 thousand historical buildings were destroyed during this war, with 12 thousand significantly damaged. The losses in the total number of immovable monuments of Polish culture as a result of this war are estimated at 30 to 43%. War damage to the substance of the capital city of Warsaw amounted to as much as 85%. The Republic of Poland also lost huge cultural heritage resources in the territories incorporated into the Union of Soviet Socialist Republics (present-day Belarus and Ukraine). In the period between 1945 and 1989, the Polish Nation, due to the incorporation of the Polish state "above our heads" into the sphere of influence of the USSR, could not take care of its heritage as nations in the free world could. Being aware of such great losses and the value of the remaining historic property, we decided that the care of monuments will become the priority of the current generation in accordance with the European idea of sustainable development based on the pillars of society, economy and the natural and cultural environment. After a period of economic transformation, European integration, and strengthening of the self-financing capacity of society, for several years, we have been launching national programs for the care of monuments, which we combine with the European Structural and Investment Funds. Currently, we want to use even more diverse support mechanisms and financial instruments, effectively leading to the protection and renewal of the resource. However, our experience in this area is insufficient for us to consider that we have the knowledge and competence to guarantee the success of this process. However, we have friends in Europe, and it is to You that we turn today. We would greatly appreciate if You chose to provide information on how effectively financial instruments are built and implemented in your country to support investment processes carried out by individuals and enterprises in the area of monument care.  Enclosed is the Research Questionnaire on the identification of loan/credit products (repayable financial instruments) aimed at supporting investments in the field of conservation, restoration or construction works on immovable monuments. All the data contained in Your answers (in the returned Research Questionnaire) will be used to prepare an expert opinion, whose authors are Katarzyna Agnieszka Obłąkowska, PhD (sociologist, cultural heritage and public policy expert) and Artur Bartoszewicz, PhD, from the Warsaw School of Economics (economist, expert in economic and financial instruments). The aim of the currently developing study is the creation, by the Ministry of Culture and National Heritage of the Republic of Poland, of effective and efficient financial instruments (credits/loans) aimed at supporting investments of individuals and enterprises in the field of conservation, restoration or construction works on immovable monuments under legal protection. Thank you for joining the process of identifying good practices. We hope for a quick response and the sending of the completed Research Questionnaire by January 15, 2023, to the contact address of the research team. If you have any questions, please contact us, and we will be happy to dispel any doubts. Yours sincerely, Jakub Wiśniewski Deputy Director Monuments Protection Department Ministry of Culture and National Heritage Katarzyna Agnieszka Obłąkowska, PhD Artur Bartoszewicz, PhD Contact the research team: Artur Bartoszewicz, PhD, [email protected] Attachment: Research questionnaire - Identification of loan/credit products (repayable financial instruments) aimed at supporting investments in the field of conservation, restoration or construction works on immovable monuments. Saatja: Artur Bartoszewicz <[email protected]> Saadetud: 23.12.2022 15:29 Adressaat: Artur Bartoszewicz <[email protected]> Teema: Research for the Ministry of Culture and National Heritage in Poland Manused: RESEARCH QUESTIONNAIRE - financial instruments for monuments.docx; Study recommendation letter. 16.12.2022.pdf Dear ladies and gentlemen! Enclosed are the Study recommendation letter and the Research Questionnaire. All the data contained in Your answers (in the returned Research Questionnaire) will be used to prepare an expert opinion, whose authors are Katarzyna Agnieszka Obłąkowska, PhD (sociologist, cultural heritage and public policy expert) and Artur Bartoszewicz, PhD, from the Warsaw School of Economics (economist, expert in economic and financial instruments). The aim of the currently developing study is the creation, by the Ministry of Culture and National Heritage of the Republic of Poland, of effective and efficient financial instruments (credits/loans) aimed at supporting investments of individuals and enterprises in the field of conservation, restoration or construction works on immovable monuments under legal protection. Thank you for joining the process of identifying good practices. We hope for a quick response and the sending of the completed Research Questionnaire by January 15, 2023, to the contact address of the research team (Artur Bartoszewicz, PhD, [email protected]). If you have any questions, please contact us, and we will be happy to dispel any doubts. Yours sincerely, Katarzyna Agnieszka Obłąkowska, PhD Artur Bartoszewicz, PhD -- pozdrawiam dr Artur Bartoszewicz Katedra Polityki Publicznej [email protected] [email protected] [email protected] +48 602 288 576 skype: artbar74 www.facebook.com/artur.bartoszewicz.12 www.linkedin.com/pub/artur-bartoszewicz/27/4a1/686