Valuing Immovable Cultural Heritage as a Generator of Opportunities for the Revival of Local Identity

  • Tjaša Ivanc
  • Jose Caramelo Gomes Universidade Portucalense Infante Dom Henrique, Portucalense Institute for Legal Research, Rua Dr. António Bernardino de Almeida, n.º 541/619 | 4200-072 Porto
Keywords: cultural heritage protection, heritage protection law, public interest, values, local government

Abstract

Value is the core of heritage conservation; it is what justifies legal regulations for conserving built heritage and financial investments for its maintenance and suggests usefulness and benefits of the heritage as a resource for regional growth and sustainability. Classifying (by means of proclamation) immovable property as being a part of monumental heritage has been the central instrument of heritage protection law. The basis of protection is identifying the (object of) public interest, and this identification ex lege commences legal protection, i.e. conservation regimes are established on proclaimed immovable monuments. Even though values are widely understood to be critical to understanding for heritage conservation, there is but little knowledge on how the whole range of values may be assessed in the context of decision-making and establishing the significance of the built heritage in question. This paper seeks to examine the role of built heritage as property development and its impact on local identity. A critical review of financial management and the attitude of state and local government towards built heritage is also undertaken.

Author Biography

Jose Caramelo Gomes, Universidade Portucalense Infante Dom Henrique, Portucalense Institute for Legal Research, Rua Dr. António Bernardino de Almeida, n.º 541/619 | 4200-072 Porto
Professor

References

Avrami, E., Mason, R. & de la Torre, M. (2000) Values and Heritage Conservation: Research Report (The Getty Conservation Institute, Los Angeles).
Černe, T. (2006) Možnosti uporabe benchmarkinga na Ministrstvu za kulturo Republike Slovenije (Ljubljana: Univerza v Ljubljani, Ekonomska fakulteta).
Dann, N. & Canntel T. (2007) Maintenance in Conservation, in: Forsyth, M. (ed) Understanding historic building conservation (Oxford, Malden, Carlton: Blackwell).
Davidson, M. & Leather P. (2000) Choice or Necessity? A review of the role of DIY in tackling housing repair and maintenance, Construction Management and Economics, 18(7), p. 747–756, doi. 10.1080/014461900433032.
Deanovič, B. (2003) Economic Value of Cultural Heritage in Urban Regeneration: Valuing the invaluable? (Birmingham: Deanovič B.).
Feilden, B. & Jokilehto J. (1993) Management Guidelines for World Cultural Heritage (Rome: ICCROM).
Fieldin, B. (2003) Conservation of historic Buildings (Oxford: Architectural Press).
Finke, A. L. (2008) Implementing Preventive Architectural Conservation: Do Historic Property Stewards in the United States Possess the Tolls to Meet the Challenge?, A Thesis in Historic Preservation for Master of Science in Historic Preservation, Graduate Program in Historic Preservation (Philadelphia: University of Pennsylvania).
Forster, A. M. & Kayan, B. (2009) Maintenance for historic buildings: a current perspective, Structural Survey, 27(3), pp. 210–229, doi: 10.1108/02630800910971347.
Hills, S. & Worthing, D. (2006) Private home, public cultural asset: the maintenance behaviour of listed building owner-occupiers, Journal of Housing and the Built Environment, 21(2), pp 203-213, doi: 10.1007/s10901-006-9043-8.
Huu Tuana, T. & Navrud, S. (2008) Capturing the benefits of preserving cultural heritage, Journal of Cultural Heritage, 9(3), pp. 323-337, doi: 10.1016/j.culher.2008.05.001.
Ivanc T. & Vrenčur R. (2014) Mechanisms of financing investment in immovable cultural heritage, Lex localis - Journal of Local Self-Government, 12(1), pp. 1-30, doi: 10.4335/12.1.1-30(2014).
Kangwa J. & Olubodun F. (2003) An investigation of home owner maintenance awareness, management and skill-knowledge enhancing attributes, Structural Survey, 21(2), pp. 70-78, doi: http://dx.doi.org/10.1108/02630800310479061.
Keresteš, T. & Repas, M. (2013) The Use of Analogy in the Administrative Law, Lex localis - Journal of local Self-Government, 11(3), pp. 565-581, doi. 10.4335/11.3.565-581(2013).
Klamer, A. (2004) Cultural Goods are Good for More Than Their Economic Value; Culture and Public Action (Stanford: Stanford University Press).
Krisper Kramberger, M. (1990) Pravni režim dobrin v splošni rabi, Pravnik, 45(8/10), pp. 315-328.
Leather, P., Littlewood, A. & Munro, P (1998) Make Do and Mend? Explaining homeowners’ approaches to repair and maintenance (Bristol : Policy Press).
Leather, P. & Mackintosh, S. (1994) Encouraging housing maintenance in the private sector, SAUS occasional paper (Bristol: SAUS Publications).
Leather, P. & Younge, S. (1998) Repair and maintenance in the owner occupied sector (Birmingham: Centre for Urban and Regional Studies, University of Birmingham).
Lehtovouri, P. & Schmidt-Tomé, K. (2007) Economics and Built Heritage, Seminar proceedings (Copenhagen: TemaNord, Nordic Council of Ministers).
Loulanski, T. (2006) Cultural heritage in socio-economic development: local and global perspectives. (IDEAS) (Report), Enviroments Journal, 34(2), pp. 51-69.
Mäntysalo, R. & Schmidt-Thomé, K. (2008) Introduction, In: Mälkki, M., Mäntysalo, R. & Schmidt-Thomé, K. (eds.) Economics and Built heritage – towards new European initiatives (Helsinki: Helsinski Unversity of Technology, Center for Urban and Regional Studies Publications, Espoo), pp. 5-17.
Mason, R. (2002) Assesing Values in Conservation Planning: Methodological Issues and Choices; Assesing the Values of Cultural Heritage (Los Angeles: The Getty Conservation Institute).
Mason, R. (2008) Be Interested and Beware: Joining Economic Valuation and Heritage Conservation, International Journal of Heritage Studies, 14(4), pp. 303-318, doi: 10.1080/13527250802155810.
Mossetto, G. (2003) Aesthetics and Economics (Dordrecht : Kluwer Academic Publishers).
Mourato, S. & Mazzanti, M. (2002) Economic Valuation of Cultural Heritage: Evidence and Prospects; Assesing the Values of Cultural heritage (Los Angeles: The Getty Conservation Institute).
Navrud, S. & Ready, R. C. (2002) Valuing cultural heritage: applying environmental valuation techniques to historic buildings, monuments and artifacts (Northampton: Edward Elgar Publishing, Cheltenham).
Nypan, T. (2003) Cultural heritage monuments and historic buildings as value generators in a post-industrial economy. With emphasis on exploring the role of the sector as economic driver (Oslo: Directorate for Cultural Heritage).
Parowicz, I. (2006) Denkmalpflege effektiv fördern, Finanzierung des Schutzes von Architekturdenkmälern in europäischer Perspektive (Munich: Martin Meidenbauer Verlagsbuchhandlung).
Pickard, P. (2001) Policy and Law in Heritage Conservation (London, New York: Spon Press).
Pirnat, R (1990) Pravni problemi razglasitve spomenika ali znamenitosti, Vestnik za javno upravo, 26(3/4), pp. 201-206.
Pšunder, I. & Torkar, M. (2007) Vrednost nepremičninskih pravic, Strokovna zbirka Slovenskega inštituta za revizijo, 5(1) (Ljubljana: Slovenski inštitut za revizijo).
Pšunder, I. (2004) Koliko je vredna nepremičnina, Moje finance, 4(5), pp. 2-3.
Riegel A. (1996) The modern cult of monuments: its essence and its development, In: Price, S. N., Talley Jr. M. K. & Vaccaro, A. M. (eds.) Historical and Philosophical Issues in the Conservation of Cultural Heritage (Los Angeles : Getty Conservation Institute,), pp. 69-83.
Riganti, P. & Nijkamp, P. (2005) Benefit transfers of cultural heritage values: How far can we go?, 45th Congress of the European Regional Science Association: "Land use and Water Management in Sustainable Network Society", 23-27 August 2005, Amsterdam (Amsterdam : Vrije Universiteit).
Sadler, R. & Ward, K. (1992) Owner occupiers’ attitudes to house repairs and maintenance: a research study for the Building Conservation Trust (London: SCPR/Building Conservation Trust).
Shipley, R. (2000) Heritage Designation and Property Values: Is there an Effect?, The International Journal of Heritage Studies, 6(1), pp. 83-100, doi: 10.1080/135272500363760.
Throsby, D. (2003) Economics and culture (Cambridge: Cambridge University Press,).
Throsby, D (2001) Economics and Culture (Cambridge: Cambridge University Press).
Throsby, D. (2002) Cultural Capital and Sustainable Concepts in the Economics of Cultural Heritage; Assessing the Values of Cultural Heritage, Research Report (Los Angeles: The Getty Conservation Institute).
Throsby, D. (2006) The value of cultural heritage: what can economics tell us?; Conference proceedings »Capturing the Public Value of heritage«, London, 25-26 January 2006 (Swindon: English Heritage).
Throsby, D. (2007) The Value of Heritage, Heritage Economics Workshop, (Canberra: Australian National University).
Timothy, D. J. & Boyd, S. W (2003) Heritage Tourism, first edition (Harlow: Prentice Hall).
Verbič, M. & Slabe Erker, R. (2004) Smernice za ekonomsko vrednotenje naravne in kulturne dediščine (Ljubljana: Inštitut za ekonomska raziskovanja).
Worthing, D. & Bond, S. (2008) Managing Built Heritage: the role of cultural significance (Oxford: Blackwell Publishing).

Published
2015-07-31
Section
Conference Paper