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Legislative Updates


Advocacy Update!


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Albany Update

 

IMLS Reauthorization

To:       The Museum Field

From: 
American Association of Museums (AAM)
American Association for State and Local History (AASLH)
Association of Art Museum Directors (AAMD)
Association of Science-Technology Centers (ASTC)
Association of Zoos and Aquariums (AZA)
Mountain-Plains Museums Association (MPMA)
California Association of Museums (CAM)
Museum Association of Arizona (MAA)
Museum Association of New York (MANY)
Virginia Association of Museums (VAM)

Date:   December 8, 2008

As many of you know, we have been engaged in a longstanding conversation about how best to approach reauthorization of the Institute of Museum and Library Services’ Office of Museum Services, which is due to occur by September, 2009.  Some have specifically advocated for a new program to provide grants to states (the primary idea behind the Federal Formula Grant Coalition), to facilitate statewide support for museums, with funds re-granted according to each state’s needs.  Others have advocated for strengthening national programs and have expressed concern about how a state grant program would affect existing national programs and how states would handle this responsibility since there is not currently an entity set up in each state to handle such a program.

What we all can agree upon is that museums need and deserve far more federal support, both to strengthen existing programs at IMLS and to pursue a new strategy to support museums directly on the state level.  Therefore, representatives from across the museum field – from AAM, AASLH, AAMD, ASTC, AZA, along with several state and regional associations and members of the Federal Formula Coalition – were convened to develop a package approach to reauthorization that would accommodate the needs of the entire museum field.  The group was guided by two principles:  First, that a state grant program should be developed carefully so as to augment, rather than compete with, current programs at IMLS.  Second, that we need to be united as a field in order for any IMLS reauthorization to be successful.

We are pleased to announce that we have worked together to reach a carefully constructed agreement to pursue the following strategies in IMLS reauthorization, which links some of the newly authorized mechanisms to increases through the annual appropriations process:

Increased Funding:  Reauthorize IMLS’ Office of Museum Services at $95 million (increase from current authorization of $38.6 million and current appropriations level of approximately $31 million).  This proposed increase would happen incrementally over the 5 years, with the goal of reaching a $95 million annual appropriation by the end of the 5-year authorization.

Strengthen Existing National Programs:  This provides a significant increase for current national programs that have repeatedly been insufficiently funded.  The proposed increase would allow for enhanced investments in areas such as technology upgrades, lifelong community learning, capacity building, collection management, community engagement, collecting research about the museum field, and developing the next generation of museum professionals, among others important efforts.

State Needs Assessments:  Once the annual appropriations level exceeds $45 million, up to $2 million would be appropriated for states to conduct needs assessments.  The needs assessments are an important step toward establishing a program to provide grants directly to each state.

Conservation, Traveling Exhibits, and Helping Smaller Museums:  As the annual appropriations level rises from $45 million to $72 million, IMLS would establish new grants for conservation and traveling exhibitions, as well as a program to help small museums more effectively compete for federal grants.

Grants to States:  Once the annual appropriations level exceeds $72 million, the IMLS Director would have discretion to provide up to $20 million of any annual appropriation in excess of $72 million toward a states grant program.  Such a state grant program would include states that have both completed their needs assessments and have an approved five-year plan on how the funds would be used.  Once the appropriations level exceeds $92 million, the IMLS Director would have discretion to provide up to 50% of any additional funds toward the state grant program.

Evaluation:  After the state grant program has been in existence for two years (not including the state needs assessments), a study would be conducted to evaluate the progress and viability of the state grant program.

In addition to our agenda for the reauthorization of IMLS, we will also be developing a broad legislative agenda on issues such as No Child Left Behind, tax-exempt status, historic preservation, health insurance coverage, intellectual property, charitable giving, and much more.  This will be unveiled formally at Museums Advocacy Day, scheduled for February 23-24, 2009.

As we head into a new year with a new president and Congress, we look forward to working with the entire museum field to move our consensus agenda forward.

State Funding:  Sample Advocacy Letter for Your State Senators and Assemblymembers

Dear:

Museums and heritage organizations help create community identity, function as economic engines, and provide educational opportunities for schoolchildren and their families that are not otherwise, in many areas, available.  And they are a key reason why tourism is the second largest industry in our state.

As you are all too aware, museums and heritage organizations rely on a loose network of state funding that provides support for bricks and mortar projects, programming initiatives and general operating support.  Of the small handful of state agencies that fund museums and heritage organizations, the New York State Council on the Arts (NYSCA) is the largest funder and the only funder of general operating support, apart from the ZBGA Program.  In 2006-07, the NYSCA Museum Program’s entire local assistance budget for the state’s 1500+ museums and heritage organizations was only $5.5 million dollars.

In difficult economic times, the maintenance of existing sources of state funding to museums and heritage organizations of all sizes is critical to sustaining superior performance and contributing to the state’s bottom line.  So, clearly, figuring out how we can protect this fragile support is something we’d like to explore with you.

We ask you to retain current levels of program funding for the New York State Council on the Arts, as well as for the UDC capital funding for arts and culture, and the Environmental Protection Fund, ZBGA Program, and tourism marketing -- all programs that fund our work.  These programs are a continuing source of critical capacity-building, programmatic, and capital support that have no equal in the private sector.

Sincerely,

MANY’s 2009  Advocacy Agenda
for Addressing the Needs of New York’s 21st Century Museums

PRESERVE, INNOVATE & THRIVE 

As the only statewide organization dedicated to promoting the health of the state’s diverse, world-class museum community, the Museum Association of New York (MANY) is a key information and networking resource.  Founded in 1962, MANY  is nationally recognized for programs and services addressing legislative and policy issues, trends, and capacity building. 

The state’s 1900 museums are repositories of our culture and symbols of our collective, intangible wealth as a society and a civilization.  The scale and scope of these institutions also allows New York to be culturally competitive internationally.   They annually employ 12,000 people and they generate more than $1 billion into the state’s economy each year.  MANY ’s four-point advocacy agenda for 2009 recognizes this positive educational and economic impact and is intent upon building a closer partnership with the State to preserve, innovate and build toward the future.

Preserving the Infrastructure:  In difficult economic times, the maintenance of existing sources of state funding to museums and heritage organizations of all sizes is critical to achieving and sustaining superior performance.  Museums help create community identity, function as economic engines, and provide educational opportunities for schoolchildren and their families that are not otherwise, in many areas, available.

MANY supports the retention of current levels of program funding for the New York State Council on the Arts, UDC capital funding for arts and culture, the Environmental Protection Fund, the New York Council for the Humanities, and the New York State Historical Association’s National History Day competition.  These programs are a continuing source of critical capacity-building, programmatic, and capital support that have no equal in the private sector.

Planning for Innovation:  By their nature, museums and heritage organizations are large energy consumers.  Specialized environments for the preservation and protection of collections require constant climate control and security systems.  Many museums struggle with historic properties that require customized energy solutions or aging equipment that is not energy efficient and is costly to replace.   In addition, the state’s museums do not have access for maximizing the opportunity to reduce electricity or natural gas costs through wholesale purchases of energy.

MANY seeks opportunities to partner with the New York State Public Service Commission, the New York State Energy Research and Development Authority, and the New York Power Authority to examine the energy needs of the state’s museums and to develop a program to assist museums in managing their power costs through energy efficiency improvements and competitive purchasing.

Thriving for the Future:  Chartered by the Board of Regents, museums and historical organizations engage in a variety of educational partnerships with schools, libraries, archives and public broadcasting.  They are also required to meet rigorous standards in the performance of their missions.  Formula funding from the New York State Education Department is critical to ensure that the capacity of chartered museums to meet mission continues to grow and their world-class competitive edge is maintained.

MANY supports the Cultural and Museum Education Act, a formula-based funding program from the State Education Department that recognizes the curriculum-based education work museums provide for P-16 students.

Administrative Efficiencies:  To address the needs of the 21st Century New York State museum, MANY supports the following:

·         appointment of a Museum Advisory Board to work with the Chartering Office on planning, policy development, implementation of standards, and training

·         appointment of the Senate standing committee on arts and culture

·         appointment of a Regent with a strong museum background

New York’s New Museum Property Law
Section 233-aa of New York State Education Law

Governor Paterson’s signature has finally given the state’s museum community a process to establish ownership of undocumented collections, long-forgotten loans, and doorstep donations—property that has long been a burden for many institutions.  New York is the 36th state to have a statute to this effect.

Without the law museums and other collecting institutions were without clear, legal guidelines for making a claim of ownership for many objects that might have been deposited at the museum before procedures such as deed of gift forms and short-term loans were utilized. This new law establishes a fair mechanism by which museums may resolve old loans and the ownership of undocumented property. 

Further, the law requires museums to offer their collection management policies to donors and it prohibits museums from using deaccessioning proceeds for anything other than acquisition, preservation and care of collections.

This article summarizes the main provisions of the law and how you can put it into practice. This information is intended as a summary only. Anyone preparing to implement the provisions of the law should become familiar with the complete document and seek the advice of an attorney if they have any questions. 

What is the Museum Property Law

The new law amends Section 233-a of the state education law, which provided recourse only to the New York State Museum.  It goes into effect on September 4, 2008. The full text of the law can be found at http://assembly.state.ny.us.  Search for bill number A.11719 or S.8650.

Whom it Covers

The law covers a wide variety of collecting institutions, including but not limited to museums, historical societies, zoos, aquariums, botanical gardens, and arboreta, having collections as a stated purpose in its charter.  The law states that the institution must be a governmental entity or a not-for-profit corporation. 

What it Covers

1.    Acquiring Title to Property

The law covers tangible objects (animate or inanimate) in a museum’s care which have “intrinsic” historic, artistic, scientific or cultural value.   

Two types of objects are covered:  1) unclaimed property, meaning property held with a loan agreement which has either expired or was loaned for an indefinite term (often called “permanent loans”); and 2) undocumented property, meaning property for which the museum cannot determine the lender, donor or owner after making a good faith search to find the owner (this property is often deemed “found in collections”).

A museum must demonstrate that it has held unclaimed indefinite loans or undocumented property for at least ten years before beginning the process.  The exception to the ten year period is for loans of a definite period of time where the lender has failed to claim the property.  In this instance, the museum must demonstrate that it has held the property for five years after the date upon which the loan was to have expired.

2.    Notifying Collections Donors of Institutional Collecting Policies, Including Deaccession

The law also requires museums to provide donors or prospective donors with a written copy of their mission statements and collections policies, which shall include policies and procedures pertaining to deaccessioning (the NYS Board of Regents’ Rules require chartered museums to have written collections policies that address deaccessioning).

(As a safeguard measure, MANY suggests that institutions create a check-off box on their deed of gift forms affirming that a mission statement and collection policies were offered to a donor.)

If the museum has knowledge of a planned bequest of property, it must provide the testator with a written copy of its mission statement and collections policy, which shall include the museum’s policies and procedures pertaining to deaccessioning.

(If you have your mission statement and collections policy openly available on your website, you are considered compliant with the planned bequest of property provision.) 

3.    Use of Proceeds from the Sale of Property the Museum Acquires Under this Law

Proceeds derived from the sale of property the museum acquires under this law will be used only for collection acquisition or protection and care of the collection.  Proceeds cannot be used to defray the ongoing operating expenses of the museum.  (The NYS Board of Regents’ Rules apply this to all permanent collections in chartered museums.)

4.    Applying Conservation Measures to Loaned Property

A museum will notify lenders in writing of any known injuries or losses of loaned property or of the need to apply conservation measures.  The notice will advise the lender to his or her right to terminate the loan in lieu of conservation, and no later than thirty (30) days after having received the notice, either retrieve the property or arrange for its isolation and retrieval.

Unless there is a written loan agreement to the contrary, the museum may apply conservation measures to property on loan without giving formal notice or first obtaining the lender’s permission if immediate action is required to protect the property on loan if it is a hazard to the health and safety of the public or museum staff provided that the museum is 1) unable to reach the lender at the lender’s address or phone number before the time by which the museum determines the action is necessary, or 2) the lender does not grant permission within three (3) days or terminate the loan/retrieve the property within thirty (30) days.

Notwithstanding the foregoing, the statute also provides that if immediate conservation measures are necessary, the museum does not need to seek the lender’s permission or wait for the lender to terminate the loan and retrieve the property.

Who pays for such treatment, depending on the situations outlined in the law, is also addressed.

5.    Collection Record-keeping

Museums will maintain records of acquisition, of deaccession, and loan of property currently held.  These records will contain the names and contact information of donors and lenders, descriptions of property; and terms and restrictions of acquisition, deaccession or loan, including copies of all documents conveying title or loan.

In the case of property acquired pursuant to this law, records documenting the search for identity and last known address of the lender, and copies of all notices and other documents prepared or received by the museum in connection with the acquisition of title to such property shall be maintained by the museum as part of the property’s file.

What the Law Does Not Cover

Museums cannot use this statute to take title to two types of property: 1) “Nazi-era” (1933-1945) disputed works, and 2) stolen property.

If you want to learn more about these issues visit the American Association of Museums (AAM) Nazi Era Internet Portal, www.nepip.org, and the Art Loss Register, www.artloss.com.

How to Acquire Title

Below are the main provisions for compliance when implementing the law at your institution. If you do choose to utilize the law, we recommend reviewing the complete document to ensure proper compliance.

·         Unclaimed Property - Where Lender is Known

You are required to provide written notice (“Notice of Termination”) via certified mail, return receipt requested, to the lender/last known owner at the most recent address of your intent to claim title under the provisions of this law. [see sample letter below]

If the lender/last known owner does not respond to the “Notice of Termination” letter within 120 days of receipt of the letter, the museum will send a second notice to the lender [see sample letter below]

If the lender/last known owner does not respond to the second notice within one hundred twenty (120) days of receipt of the notice, the museum shall automatically acquire all of the lender’s rights to the property.

·         Unclaimed Property – Where Lender is Unknown or When Certified Letter is Undeliverable and Undocumented Property

Notwithstanding any other provision of law regarding abandoned or lost property, a museum may acquire the rights of the lender, donor, or owner to unclaimed property and undocumented property by giving notice by publication each week for three consecutive weeks in a newspaper of general circulation, in the county where the museum is located and the county of the last known address of the lender/owner (if known). [see sample notice below]

If no one contacts the museum with documentation or other evidence establishing ownership interest in the property within 180 days of the notice’s appearance in the newspaper, the museum will place a brief description of the property on the Unclaimed Funds Registry of the Comptroller’s website for one hundred eighty (180) days.

If no one contacts the museum with documentation or other evidence establishing ownership interest in the property prior to or within 30 days following the conclusion of the Unclaimed Funds Registry posting, the museum shall acquire title to the property.

·         Unsolicited Undocumented Property Left at a Museum after January 1, 2009

Beginning January 1, 2009, a museum shall acquire the rights to undocumented property that is not solicited by the museum and that is delivered to the museum or left on the museum premises, if no one comes forward to establish ownership interest in it within 90 days of delivery of such property to the museum.

What Happens if Your Museum Receives a Claim?

If a claim to property is received, the onus of proving the claim rests with the claimant. The museum will need to investigate the validity of the claim and the claimant will need to provide proof of ownership. If the museum agrees with the claim, it can simply arrange to turn the property over to the claimant.

If there are competing or disputed claims (whether it’s between the museum and a claimant, or multiple heirs) a decision by judicial action may need to be made. We recommend you consult with an attorney if you have specific questions related to dealing with claimants.

Further Resources

American Association of Art Museum Directors.  “Art Museums and the Identification and Restitution of Works Stolen by the Nazis”, May 2007. http://www.aamd.org/papers/documents/Nazi-lootedart_clean_06_2007.pdf 

American Association of Art Museum Directors.  “Art Museums and the Practice of Deaccessioning.”  No date.  http://www.aamd.org/papers/

American Association of Museums (AAM) Registrar’s Committee, www.rcaam.org

DeAngelis, Ildiko P. “Ethical and Legal Issues: Old Loans.” In The New Museum Registration Methods, Rebecca A. Buck and Jean Allman Gilmore, editors. Washington, D.C.: American Association of Museums, 1998.

Malaro, Marie C. A Legal Primer on Managing Museum Collections, 2nd edition. Washington D.C.: Smithsonian Institution Press, 1998.

National Park Service- Museum Handbook
http://www.cr.nps.gov/museum/publications/handbook.html

Society of American Archivists (SAA) Abandoned Property Project, http://www.archivists.org/saagroups/acq-app/abandoned.asp

Sample Language for Letters and Newspaper Notices

UNCLAIMED LOAN:  “NOTICE OF TERMINATION” (CERTIFIED LETTER)

The records of the ______________ Museum indicate that you have or may have property on loan at [name of facility].  The museum is seeking to determine whether you wish:

·         that the museum return the property to you

·         that the property remain on loan to the museum subject to annual renewal [if the museum also wishes that the property remain on loan], or

·         that the museum obtain all of your rights to the property, either to take the property into its collection or to dispose of the property, in its sole discretion. 

Please contact [name of contact] in writing within one hundred twenty (120) days to advise the museum as to which of the above alternatives you wish to follow.

UNCLAIMED LOAN:  SECOND WRITTEN NOTICE (CERTIFIED LETTER)

On [date of first notice], the [name of Museum] sent you a notice concerning property that, according to our records, has been lent to the [name of Museum].  You have not responded to that notice, a copy of which is enclosed, and the museum will commence proceedings to acquire title to the property if you do not contact [name of contact] in writing within one hundred twenty (120) days of receiving this second notice.

UNDOCUMENTED PROPERTY:   NEWSPAPER NOTICE, “NOTICE OF INTENT TO ACQUIRE PROPERTY”

The notice must be titled “Notice of Intent to Acquire Property” and must include a statement containing substantially the following information:

“The [name of museum] hereby asserts its intent to acquire title to the following property:  [brief description of property].  If you claim ownership to this property, you must contact the museum in writing to make arrangements to collect the property.  If you fail to do so within one hundred eighty (180) days, the museum will commence proceedings to acquire title to the property.  If you wish to commence legal proceedings to claim the property, you should consult an attorney.”


Budget News 2008

2008-09 State Budget Passes:  What’s In It for Museums
The multi-billion dollar budget deficit was the primary factor in the failure of the Cultural and Museum Education Act, which remained a live issue almost until the end.  Museum advocates were hopeful that the act would receive a small amount of funding to start up the program, but even $500,000 was not in the cards.

Regent James Dawson, Chairman of the Regents’ Cultural Education Committee, told UHA/MANY conference-goers that the advocacy work done this year for the bill has laid excellent groundwork for the Act next year.  MANY is enthusiastic that the Regents will continue their support for the Act and we stand ready to participate in ongoing and future advocacy efforts.

The New York State Council on the Arts budget did not receive a lift from the legislature, as is generally the case.  The amount for grants remained at $49M, less a 2% reduction requested of all state agencies by Governor Paterson.  This will most probably mean that those museums receiving general operating support will see an automatic decrease in their next contract by 2%.

There’s some good news, too.  The Arts and Cultural Facilities Capital Grant program, which was originally part of former Governor Spitzer’s Upstate Revitalization Program, was funded at $30M.  This new program is part of the Urban Development Corporation budget and supports the preservation and expansion of cultural institutions. Eligible projects shall include capital improvements of facilities primarily involved with the arts, humanities or interpretive sciences. Individual projects funded shall be for $250,000 or more and shall be required to demonstrate the economic and social benefit of state funding.  This program awaits guidelines and an administrative structure.

S. 1327-A/A. 272-A – Arts Fund
This bill establishes an arts fund to receive contributions for the support of the New York State Council on the Arts through a personal income tax return check-off.  It has already passed the Assembly this year, where Jonathan Bing is the sponsor.  Contact Senator George Winner, chairman of the Investigations & Government Operations Committee, where the bill is currently under review, and Majority Leader Joseph Bruno and them him to move this bill toward a vote in the Senate.

Update - Museums, Re-enactors Worry Over Plan to Regulate Antique Firearms
An outpouring of concern regarding the regulation of ownership of antique guns, black powder weapons and muzzleloading firearms has led Democratic Assemblyman Michael Gianaris of Queens to modify the language of his bill, A09543, to exclude museums and individuals connected to bona fide reenactment groups.

"We're very pleased with the Assemblyman's willingness to work with museums and the historic reenactment communities to reach an equitable solution," said Anne Ackerson, director of the Museum Association of New York.


"It was not our intent to harm these groups," said Gianaris. "The idea was we wanted to make sure these weapons - because they can be used to inflict harm - at least have a waiting period and background check associated with them. That still ensures that people with mental illness or criminal records don't have access to these weapons."

Testimony Submitted to the Assembly Committee on Higher Education, Public Hearing on the NYS Higher Education Commission’s Preliminary Report
January 24, 2008
The Museum Association of New York applauds the work of the Commission and we strongly support the premise that an increasingly global society needs talented leaders and a skilled workforce, which is achieved through a first-class educational system. 

To that end, I am here today to remind the members of the Commission and the Assembly Higher Education Committee that the state’s 1900 chartered museums and historical societies are members of the University of the State of NY and, as such, make valuable contributions to P-16 education through programming, internship opportunities, and teaching and research collaborations with public and private institutions of higher education.

The Commission’s recommendation of Education Partnership Zones speaks to the involvement of many community partners in increasing P-12 student performance.   I urge the Commission to specifically recognize museums and heritage organizations as educational resources in this effort. 

Here’s why:

·        Museums and heritage organizations in New York State annually provide onsite and in-school programming to more that 6 million school children with a wide variety of standards-based activities lasting anywhere from a class period to a full day, and often in multiple contacts.

·        In 2006, more than 130,000 school children participated in distance learning programs offered by the state’s museums and heritage organizations.

·        Fifty percent of the institutions offering educational programming also train teachers, which is often a critical element in successful student performance.

·        Chartered museums and heritage organizations undertake their educational missions without funding from the State Education Department.  Unlike schools, libraries and public broadcasting, chartered museums and heritage organizations are incorporated and regulated by the Department, but receive no aid from it.

As Harold Skramstad, President Emeritus of the Henry Ford Museum wrote in the publication, An Agenda for American Museums in the Twenty-first Century:  “Museums have helped shape the American experience in the past, and they have the potential to play an even more aggressive role in shaping American life in the future.  They offer a powerful educational model that can help redesign and reform American education, and they can be important centers for community development and renewal.”

For these reasons, it is my hope that the Commission recognizes museums and heritage organizations as full-fledged partners in the educational landscape of New York State.

Thank you.

What is the Cultural and Museum Education Act?
As originally conceived by the Board of Regents, the Cultural and Museum Education Act would provide formula funding to chartered museums along with competitive grant programs to promote innovation in museum education.

Although the initiative was part of the State Education Department's budget submission to the governor, it failed to be included in the executive budget.

Key elements of the Cultural and Museum Education Act are these:

  • the Act is an extension of the Regents approval of new standards for chartered museums and historical societies, which were adopted in 2006
  • the Act is about helping chartered museums and historical societies to be more accountable stewards and educators
  • the Act recognizes for the first time that museums and historical societies are active participants in NYS' community of education
  • the Act is ultimately about improving student performance 

Allocation of the $30 million would include:

·         $15.5 million for formula funding to chartered museums and historical societies that offer certifiable standards-based educational programming

·         $12 million for competitive grants to fund programs that address science literacy, museum programs and resources in classrooms, enhanced exhibition, virtual learning experiences, and professional development for teachers

·         $2.5 million for assessment of the impact of museum education programming and for program administration

Furthermore, as efforts mount nationally for additional federal funding from IMLS for museums, pressure increases for states to develop funding streams to use as a match for federal money.

Museum Association of New York Position on the
Museum Education Act

At its September 2006 meeting, the Board of Regents' agreed to move forward with legislation amending the education law and arts and cultural affairs law to provide formula funding to museums and historical societies that offer verifiable standards-based educational programming to school children and teachers in grades kindergarten through twelve. 

This legislation would also amend the education law to foster innovation in museum education, and amend the arts and cultural affairs law to establish a grant program for performing arts institutions, other cultural organizations and community organizations that conduct curriculum-based educational programs for students and teachers in grades kindergarten through twelve.  An appropriation of $30 million will be sought to fund this program.

Key elements of the legislation are these:

  • the legislation is an extension of the State Education Department’s work with the Regents; it supports the new standards
  • the legislation is about helping chartered museums and historical societies to be more accountable stewards and educators
  • the legislation recognizes for the first time that museums and historical societies are active participants in NYS' community of education
  • the legislation is ultimately about improving student performance 

New York State is blessed with one of the largest and most diverse museum communities in the country.  Museums and historic sites can be found in every region of the state.  While many of our museums are world-renowned, all are significant to their local and regional communities.  New York State’s museums serve as critical resources for students, teachers, and life-long learners.  Each year, museums offer millions of New York State school children opportunities to acquire knowledge and skills they need to participate in the twenty-first century knowledge economy by providing experiential, curriculum-based programs that expand classroom lessons and supplement literacy programs.

As part of the Board of Regents’ P-16 strategy, collaborations among formal education institutions, libraries, museums, performing arts centers, businesses and social service agencies are envisioned.  Together, USNY and its collaborators can improve student performance and close critical achievement gaps.  A key element in the success of these collaborations will be the passage of the Museum Education Act.

The Museum Association of New York (MANY) is a member-based service organization that works on behalf of these vibrant organizations, providing them with networks of information and advocating for higher professional standards.  MANY played a significant role in developing revised standards, which the Regents approved in early 2006.  MANY supports the Museum Education Act as an important step in helping chartered institutions meet the rigors of the new standards.

NYS:  NEW LAW DEFINES USE OF TERM 'MUSEUM'                 
A bill on Education corporation assumed names was signed by the Governor last summer and assigned Chapter 316 of Laws of 2005.  It took effect January 1. 

This law will have a major impact on those museums and other related corporations which are not chartered or incorporated under the Regents, or which came into being without the consent of the Commissioner or the Regents.  Sponsors of A.1794 were Assembly members Barbara Clark, Rhoda Jacobs, and Felix Ortiz.  Sponsors of S.1856 were Senators Kenneth LaValle, Patricia McGee, and Mary Lou Rath.

TITLE OF BILL :  An act to amend the general business law, the education law, the business corporation law, the not-for-profit corporation law, the partnership law and the limited liability company law, in relation to the use of assumed names and corporate names pertaining to education.                                                

Key provisions (taken from "Summary of Provisions" on Assembly web site):

1.  Require education corporations to obtain consent of Regents to operate under an assumed name.

2.  Require that education corporations operating under an assumed name file a copy of their assumed name certificate with the Education Department.

3.  Restrict the use of certain terms in corporate names that connote an educational purpose and to prohibit persons or corporations who are not authorized to do so by a charter from the Legislature or Regents from holding themselves out as a "museum", "arboretum" or similar cultural institution.                                      

4.  Prohibit the Secretary of State from filing an assumed name certificate for a chartered education corporation without consent of Regents.

4.  Restrict certain terms in corporate names that connote an educational purpose: "education," "museum," "arboretum,"  "history," "historical," "historical society," "library," "school," "kindergarten," "prekindergarten," "preschool," "university" or other term restricted by Education Law section 224; "conservatory," "academy," or "institute," or any abbreviation or derivative of such terms, by formally requiring consent of Commissioner.

5.  Prohibit use of or doing business under names "museum," or "arboretum" or any similar name carrying such connotation unless authorized under a special legislative charter or Regents charter or otherwise authorized by Regents or Commissioner.  Violation of this prohibition would be a misdemeanor.

6.  Give any existing entities doing business under such names one year to come into compliance by obtaining consent of Regents or Commissioner.  
 

MANY Testimony to IMLS
Submitted March 3, 2008

Testimony from the Museum Association of New York (MANY) in regard to the effectiveness of current public funding mechanisms, gaps that need to be addressed to assure high quality museum services, and/or alternative funding mechanisms that should be considered in the future.

There are approximately 1900 museums and heritage organizations chartered by the State Education Department and Department of State in New York. On average, the State Department of Education grants provisional charters to 15 new museums and heritage organizations each year.

At the urging of the Museum Association of New York, the Board of Regents of the New York State Education Department approved a vastly upgraded set of standards for all chartered museums in early 2006.  Having the full effect of law, we believe these standards are the first of their type in the country.  Along with new standards, the Department has made initial attempts to provide trustee training and peer review, again at MANY’s urging.

However, all this good work has languished to a great degree because, unlike schools, libraries and public broadcasting, which together will receive in excess of $1 billion in funding from the State Education Department in the next fiscal year, museums and heritage organizations receive no funding from this source. 

Instead, a patchwork quilt of state funding exists across a variety of agencies.  These sources include the New York State Council on the Arts (NYSCA), the Office of Parks, Recreation & Historic Preservation, the Empire State Economic Development Corporation, and discretionary funding directly from legislators.  Special programs of governors or commissioners, which rarely support general operations, are generally not continued as originally conceived beyond an individual’s tenure resulting in facilities and related programs that are difficult to sustain in the long run.  Each program is administered differently, with varying requirements for application and reporting. 

The overwhelming amount of funding available from state agencies goes toward bricks and mortar projects – expansions, new construction, and renovations – followed by curatorial and interpretive-based project support, and technical assistance.  And with the state facing a projected $4.4 billion shortfall in 2008-09, it is unclear how museums will fare this coming fiscal year as far as state funding is concerned.

New York State Council on the Arts (NYSCA)

Only the New York State Council on the Arts offers general operating support to museums.  In 2006-07, the NYSCA Museum Program assessed 212 completed applications, which represented a fraction of the total number of museums in the state.  The Museum Program awarded 179 grants in 2006-07, including general operating support grants, ranging from $2,500 to $210,000 (general operating awards ranged from $5,000 to $210,000).

In its most recent award year the Museum Program provided general operating support to 96 chartered museums, representing $3,864,975 or 72% of the overall budget of the Program. 

Office of Parks, Recreation and Historic Preservation (OPRHP)

OPRHP is the umbrella agency for several funding programs for heritage organizations and historic sites, and for zoos, botanical gardens and aquariums (ZBGA).  The Environmental Protection Fund is a competitive grant program aimed at the preservation of National Register-listed properties.  The ZBGA Program provides the stimulus to develop educational, cultural and recreational programs interpreting our natural heritage as well as support for the permanent collections of eligible institutions.  ZBGA is slated to receive $8.5 million in the state’s next fiscal year.   

The Heritage New York program began as a gubernatorial initiative that is now a program of OPRHP.  The program’s goals are to identify, preserve and interpret historic sites that are linked to a particular historical theme through community outreach and grant programs; foster organizational development of designated sites; and promote heritage tourism through a range of marketing activities.  It runs a grant program that has provided $2.4 million to date to help municipalities and not-for-profit organizations preserve and interpret a Revolutionary War Heritage Trail and Underground Railroad Heritage Trail sites.  There is no provision for operating support, and there is a great likelihood that the entire program will be considerably scaled back in the next fiscal year as the agency’s priorities shift to revitalizing the state’s park system.

Empire State Economic Development Corporation

In addition to a broad range of economic development programs, this state agency oversees tourism marketing, which offers a matching program to counties for tourism promotion.  As part of the governor’s plan to revitalize New York’s economy, a $40 million proposal in the agency’s budget for the next fiscal year is aimed at funding capital projects of cultural institutions.  Currently, eligibility criteria for institutions seeking this funding have not been established.

Counties and Cities – A Mixed Picture

At the county and municipal levels, funding for museums and heritage organizations is highly mixed depending to a great extent on the financial health of local governments.  For example, the city of Buffalo, New York, which has been under a state-appointed financial control board since 2003, cut all its cultural funding in 2001.  As the city’s financial crisis deepened and widened to include Erie County government, the Buffalo and Erie County Historical Society cut its staff by more than 50 percent and cut back its hours of operation between 2001-2005.  While that funding has slowly begun to return, the blow its absence made on the financial stability of these organizations is still being felt. 

At the opposite side of the state, the New York City Department of Cultural Affairs is the largest cultural funding agency in the nation, with an expense budget in Fiscal Year 2007 of $167 million and a capital budget of $1.4 billion over the next four years, the largest capital budget in the agency’s history. The Department extends support to the cultural community in three major ways: through funding for specific cultural organizations in exchange for cultural services offered to the citizens of New York City, through direct subsidies to 18 City-owned museums, historic house museums and heritage sites, and through capital spending for construction and renovation at designated institutions.  In 2003 the Department established the Cultural Development Fund (CDF), a competitive process for allocating program support. 

Federal Formula Funding

Indeed, the highest priority type of public funding among the New York State museum community is for general operations. Federal support of museum general operations, preferably as formula grants, recognizes and supports the educational contributions these institutions make to P-16 students and their teachers (annually 6.6 million school children), and to scholars, to life-long learners, and casual visitors totaling more than 50 million people every year. It also recognizes the economic contributions these institutions make toward the creation of livable communities by sustaining accessible hours of operations, staffing and ongoing programming.

The leverage federal formula funding for museums can provide to state governments is also critical.  This is not lost on us in New York State, where we are currently engaged in seeking parity formula funding for museums through the State Education Department.

Federal Formula Grant Coalition
 

Did you know that the Institute of Museum and Library Services (IMLS) provided $210.5 million to libraries in 2006, while museums received only $36.5 million?  Why the difference?  Federal formula grants given from IMLS directly to the states accounted for $163.7 million of IMLS’ library authorization.

Service organizations representing museums at the state, regional, and national level have joined forces to seek reauthorizing legislation for IMLS in 2009 that includes federal formula grants for museums.  This web site is dedicated to informing the museum community about the work of the Coalition, receiving comments from the field to help drive its work, and asking the museum community for strategic assistance in achieving the 2009 goal.

The Work of the Federal Formula Grants for Museums Coalition:

 

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