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Historic environment advice assistant

Reference: ST0749
Version: 1
View on Institute for Apprenticeships
Apprenticeship Standards available with Tresl

Interested in a simple Skills Scan and Learning Progress Tracker tool for the Historic environment advice assistant standard?

Knowledge

  • K1: How to respond to client or public requests and organisational requirements e.g. requests for advice from owners of Listing Buildings, or requests for record information about Listed Buildings from colleagues
  • K2: Knowledge of stakeholder communication methods and strategies and how to maintain honest and constructive relationships.
  • K3: The requirements for projects, including timescales, deadlines, cost implications, and identifying milestones/targets.
  • K4: Heritage policies, frameworks, strategies, and best practice Standards for historic building conservation and archaeological work e.g. National Planning Policy Framework (NPPF), Historic England: Conservation Principles, Policies and Guidance for the sustainable management of the Historic Environment, DCMS: Principles of selection for listing buildings
  • K5: Where and how to find the relevant statutory legislation and other guidance concerning change in the historic environment, e.g. Planning (Listed Buildings and Conservation Areas) Act 1990, Ancient Monuments and Archaeological Areas Act 1979, National Planning Policy Framework, Protection of Wrecks Act 1973, Town and Country Planning (Environmental Impact Assessment) Regulations 2017, Ecclesiastical Exemption Order 2010
  • K6: The Historic Environment conservation principles (BS7913) and other published criteria for assessment and design
  • K7: The fundamentals of archaeological, landscape or architectural history and building practice and chronology, including a broad understanding and recognition of archaeological site or building types, styles, technologies, materials and periods
  • K8: The wider context of the historic environment, and the roles and responsibilities of statutory authorities, heritage organisations of all types and specialists, e.g. public, private and third sector organisations, subject specialist networks
  • K9: Documentation used in the identification, management, design or recording of the Historic Environment, e.g. assessments of significance, Local Development Plans, listing and designation statements, desk-based assessments, Historic Environment Records.
  • K10: Compliance processes for the historic environment, including heritage at risk and enforcement.
  • K11: Their employer’s health and safety policy and procedures and operational procedures and how those relate to industry standards, and the fundamentals of relevant Health and Safety legislation and construction site Health & Safety. How to recognise and report risks.
  • K12: Their role in the context of the project which they are working, what is required of them, and the implications of the project on the wider context of the historic environment. The limits of their own understanding, abilities and responsibilities, and how to practice within them. The ethical requirements of the relevant professional body.
  • K13: Knowledge of learning and self-development opportunities within the sector and how to develop a personal action plan
  • K14: How to identify archaeological sites or building types, styles, technologies, materials and periods in practice.

Skills

  • S1: Work as part of a team and communicate effectively with colleagues, clients and stakeholders
  • S2: Coordinate and administer casework and projects, manage projects for clients or organisations including using systems and processes specific to the historic environment sector
  • S3: Demonstrate time management skills, prioritise workload, work under pressure and be able to meet critical deadlines
  • S4: Write reports, specifications and briefs for projects that are complex and non-routine but well defined, e.g. Written Schemes of Investigation, Conservation Management Plans, listing and designation advice, desk-based assessments
  • S5: Interpret technical information and documents on the historic environment, e.g architectural plans, design and access statements, listed building consent orders
  • S6: Link, contextualise and apply legislation, policy, standards and guidance to projects, e.g. Planning (Listed Buildings and Conservation Areas) Act 1990, Ancient Monuments and Archaeological Areas Act 1979, National Planning Policy Framework, Protection of Wrecks Act 1973, Town and Country Planning (Environmental Impact Assessment) Regulations 2017, Ecclesiastical Exemption Order 2010
  • S7: Assess and describe the condition of the historic environment, e.g conducting evaluation visits, desk-based assessment, assessments of significance
  • S8: Problem solve and evaluate proposals for change and gauge appropriateness of proposed actions
  • S9: Apply relevant historic environment sector standards to check and review work
  • S10: Identify, compile and process data on the historic environment
  • S11: Review and maintain records on the historic environment in accordance with relevant standards
  • S12: Exercise appropriate judgement and decision making, escalating to/involving others when dealing with complex queries or sensitive cases
  • S13: Recognise the potential for work in the historic environment to deliver public benefit, identify opportunities for research and to deliver new knowledge for society
  • S14: Be responsible for mapping and working to data standards, carrying out information reviews or technical investigation on the historic environment
  • S15: Work in a variety of outdoor and indoor site types safely, recognise and report risks in order to reduce the risk of incidents
  • S16: Identify and use of range of methods and techniques to identify archaeological sites or building types, styles, technologies, materials and periods in practice

Behaviours

  • B1: Take reasonable care for the health and safety of themselves and of others who may be affected by their acts or omissions at work
  • B2: focus and pay attention to detail
  • B3: Ability to problem-solve and negotiate
  • B4: Commit to quality and their continuous professional development
  • B5: Work effectively individually and as part of a team
  • B6: Be approachable and able to communicate with all levels of their own and other organisations, as well as the general public, in workplace settings, as well as during site visits and stakeholder meetings
  • B7: Be sensitive to and aware of the significance of the historic environment, and the needs of its stakeholders, being conscious of integrity, honesty and professional ethical requirements

Duty 1

  • DUTY: Research and compile information on the historic environment through desk based or site-based investigations, using site inspections, online resources and archive research, e.g. using National Monuments Record, National Heritage List, Historic Environment Records etc
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate and meet industry standards and relevant professional body guidelines and codes of practice (those issued by the Chartered Institute ofBuilding (CIOB), Institute of Historic Building Conservation (IHBC), Chartered Institute for Archaeologists (CIfA)
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K11
    • K12
    • K14
    • S3
    • S4
    • S5
    • S9
    • S10
    • S11
    • S15
    • S16
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 2

  • DUTY: Apply the relevant legislation and policy to historic environment projects, casework or applications, within broad but generally well-defined parameters, e.g. BS7913 (Guide to Conservation of Historic Buildings), Planning (Listed Buildings and Conservation Areas) Act 1990, Ancient Monuments and Archaeological Areas Act 1979, National Planning Policy Framework (NPPF), Historic England: Conservation Principles, Policies and Guidance for the sustainable management of the Historic Environment, DCMS: Principles of selection for listing buildings)
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and professional body guidelines and codes of practice (CIOB, IHBC, CIfA)
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • S2
    • S3
    • S4
    • S6
    • S9
    • S14
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 3

  • DUTY: Assess the condition of the historic environment within broad but generally well-defined parameters, based on understanding of principles of conservation in the historic environment. For example assessing the extent and rate of deterioration of part of the fabric of a listed building or an archaeological site
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA)
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • K14
    • S4
    • S5
    • S7
    • S8
    • S15
    • S16
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 4

  • DUTY: Design, develop or determine the impact of applications and proposals for change to the historic environment e.g. alterations or repairs to a listed building or its demolition, or development-led changes to an archaeological site or Conservation Area
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA)
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • S2
    • S4
    • S5
    • S6
    • S8
    • S9
    • S12
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 5

  • DUTY: Identify risks to the historic environment, constraints and opportunities (such as regeneration, adaptive reuse). For example the impact of development, risks of adverse weather conditions to historic fabric, or deterioration of historic sites through a lack of intervention/neglect
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA)
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • K14
    • S4
    • S5
    • S6
    • S7
    • S8
    • S9
    • S15
    • S16
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 6

  • DUTY: Produce and evaluate documentation supporting the management of change of the historic environment. For example this could involve producing, assessing or updating conservation management plans, statements of significance, identifying where specialist skills may be required and commissioning specialist services
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • S2
    • S3
    • S4
    • S5
    • S6
    • S7
    • S8
    • S9
    • S10
    • S11
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 7

  • DUTY: Interpret design documentation that relates to change in the historic environment, this may involve reviewing graphical material including building and engineering drawings
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA)
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K12
    • K13
    • S2
    • S4
    • S5
    • S6
    • S8
    • S9
    • S12
    • S14
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 8

  • DUTY: Provide technical advice, recommendations, or consultation responses related to the historic environment to stakeholders, within broad but generally well-defined parameters, such as providing technical advice on the protection, maintenance, interpretation, conservation or restoration of an archaeological site, listed building, or registered park or garden
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA). Work must also meet client expectations and criteria includes customer feedback
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • S4
    • S5
    • S6
    • S7
    • S8
    • S9
    • S12
    • S14
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 9

  • DUTY: Monitor the implementation of investigation or work programmes and statutory compliance concerning the historic environment in well- defined circumstances, e.g. checking that conservation work has been carried out to an acceptable standard, monitoring planning conditions where they relate to Written Schemes of Investigation, monitoring grant awards, or checking listed building consent conditions have been met
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA). Work must also meet client expectations and criteria includes customer feedback
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • K13
    • K14
    • S1
    • S2
    • S4
    • S5
    • S6
    • S7
    • S9
    • S12
    • S14
    • S15
    • S16
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 10

  • DUTY: Demonstrate public benefit of the historic environment, presenting arguments clearly and effectively and conducting the public dissemination of information about the historic environment. For example demonstrating how a historic site or conservation area can contribute to a sense of civic pride and improve well- being, improve local employment and economic growth
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate, comply with relevant legislation and statutory principles, and meet industry standards and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA). Work must also meet client expectations and criteria includes customer feedback
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K12
    • S1
    • S4
    • S10
    • S13
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 11

  • DUTY: Raise awareness, appreciation and understanding of the historic environment, and promote good conservation practice, through an understanding of historic environment principles, policies and guidance
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate and meet industry standards and statutory principles, and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA). Work must also meet client expectations and criteria includes customer feedback
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K12
    • S1
    • S4
    • S13
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 12

  • DUTY: Assist with the design of technical briefs and specifications for carrying out or procuring a range of historic environment products and services
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate and meet industry standards and statutory principles, and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA). Work must also meet client expectations and criteria includes customer feedback
    • K1
    • K2
    • K3
    • K4
    • K5
    • K6
    • K7
    • K8
    • K9
    • K12
    • S1
    • S4
    • S13
    • B1
    • B2
    • B3
    • B4
    • B5
    • B6
    • B7

Duty 13

  • DUTY: Manage and catalogue data recovered from research or investigation on the historic environment, this includes use of GIS and map-based database systems, such as the National Heritage List, Historic Environment Records, National Monuments Record etc
  • CRITERIA FOR MEASURING PERFORMANCE: Work must be accurate and meet industry standards and statutory principles, and relevant professional body guidelines and codes of practice (CIOB, IHBC, CIfA)
    • K1
    • K2
    • K3
    • K4
    • K7
    • K8
    • K9
    • K10
    • K11
    • K12
    • S3
    • S4
    • S5
    • S14
    • B1
    • B2
    • B3
    • B5
    • B6
    • B7

Interested in a simple Skills Scan and Learning Progress Tracker tool for the Historic environment advice assistant standard?

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