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Overview of the role

Providing technical, research and logistical support to Historic Environment professionals working with heritage assets

Historic environment advice assistant

Details of standard

Occupation summary

This occupation is found in the Cultural Heritage, Historic Environment, Engineering, Construction, Design, Planning, Local Government, Education and Tourism sectors.

The broad purpose of the occupation is to provide technical, research and logistical support to Historic Environment professionals working with heritage assets in the planning and development process, and on the legal and policy frameworks for their protection.Examples of heritage assets include historic buildings, places, landscapes, townscapes, monuments, the historic marine environment, archaeological sites and deposits of heritage interest, registered parks, gardens and battlefields. Legislation or policy frameworks may be international, national or local, and include (but are not limited to) the 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.

In their daily work, an employee in this occupation interacts with a range of clients, colleagues and stakeholders in the public, private and third sectors, within organisations of any size. The Historic Environment Advice Assistant is typically office based but duties also include site visits, outdoor working and attendance at meetings with stakeholders, clients or colleagues.

An employee in this occupation will be responsible for researching, investigating, analysing and reporting upon aspects of the historic environment in order to inform advice and recommendations on change, protection, maintenance, interpretation, conservation or restoration. Their work supports the evaluation of the significance of the historic environment, assessment of its condition, and its sensitivity to change. Where necessary, they are required to present arguments clearly and effectively based on their analysis. They also assist with the design and help monitor the implementation and compliance of programmes of work relating to heritage assets.The Historic Environment Advice Assistant will typically be expected to work independently conducting research and preparing documentation and may be responsible for providing advice and recommendations to clients or the public without the supervision of senior colleagues, where appropriate to individual cases.

Typical job titles include:

Heritage at risk projects officer, Built heritage assistant, Assistant conservation officer, Assistant heritage consultant, Assistant historic environment officer, Assistant historic buildings officer, Associate heritage consultant, Assistant archaeological advisor, Assistant historic environment record officer, Heritage assistant, Assistant heritage officer, Assistant conservation and design officer, Listing officer, Designation officer, Casework officer

Entry requirements

While any entry requirements will be a matter for individual employers, typically an apprentice might be expected to have already achieved five 9-4 (previously A* to C) GCSEs on entry.


Occupation duties

Duty

Criteria for measuring performance

KSBs

Duty 1 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

Work must be accurate and meet industry standards and relevant professional body guidelines and codes of practice (those issued by the Chartered Institute of

Building (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 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)

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 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

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 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

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 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

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 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

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 Interpret design documentation that relates to change in the historic environment, this may involve reviewing graphical material including building and engineering drawings

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 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

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 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

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 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

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 Raise awareness, appreciation and understanding of the historic environment, and promote good conservation practice, through an understanding of historic environment principles, policies and guidance

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 Assist with the design of technical briefs and specifications for carrying out or procuring a range of historic environment products and services

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 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

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


KSBs

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 Back to Duty

K2: Knowledge of stakeholder communication methods and strategies and how to maintain honest and constructive relationships. Back to Duty

K3: The requirements for projects, including timescales, deadlines, cost implications, and identifying milestones/targets. Back to Duty

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 Back to Duty

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 Back to Duty

K6: The Historic Environment conservation principles (BS7913) and other published criteria for assessment and design Back to Duty

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 Back to Duty

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 Back to Duty

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. Back to Duty

K10: Compliance processes for the historic environment, including heritage at risk and enforcement. Back to Duty

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. Back to Duty

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. Back to Duty

K13: Knowledge of learning and self-development opportunities within the sector and how to develop a personal action plan Back to Duty

K14: How to identify archaeological sites or building types, styles, technologies, materials and periods in practice. Back to Duty

Skills

S1: Work as part of a team and communicate effectively with colleagues, clients and stakeholders Back to Duty

S2: Coordinate and administer casework and projects, manage projects for clients or organisations including using systems and processes specific to the historic environment sector Back to Duty

S3: Demonstrate time management skills, prioritise workload, work under pressure and be able to meet critical deadlines Back to Duty

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 Back to Duty

S5: Interpret technical information and documents on the historic environment, e.g architectural plans, design and access statements, listed building consent orders Back to Duty

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 Back to Duty

S7: Assess and describe the condition of the historic environment, e.g conducting evaluation visits, desk-based assessment, assessments of significance Back to Duty

S8: Problem solve and evaluate proposals for change and gauge appropriateness of proposed actions Back to Duty

S9: Apply relevant historic environment sector standards to check and review work Back to Duty

S10: Identify, compile and process data on the historic environment Back to Duty

S11: Review and maintain records on the historic environment in accordance with relevant standards Back to Duty

S12: Exercise appropriate judgement and decision making, escalating to/involving others when dealing with complex queries or sensitive cases Back to Duty

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 Back to Duty

S14: Be responsible for mapping and working to data standards, carrying out information reviews or technical investigation on the historic environment Back to Duty

S15: Work in a variety of outdoor and indoor site types safely, recognise and report risks in order to reduce the risk of incidents Back to Duty

S16: Identify and use of range of methods and techniques to identify archaeological sites or building types, styles, technologies, materials and periods in practice Back to Duty

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 Back to Duty

B2: focus and pay attention to detail Back to Duty

B3: Ability to problem-solve and negotiate Back to Duty

B4: Commit to quality and their continuous professional development Back to Duty

B5: Work effectively individually and as part of a team Back to Duty

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 Back to Duty

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 Back to Duty


Qualifications

English & Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Professional Recognition

This standard has professional recognition.

Body Level
Chartered Institute for Archaeologists Practitioner
Chartered Institute for Building Registered
Institute of Historic Building Conservation Affiliate


Additional details

Occupational Level:

4

Duration (months):

24

Review

This apprenticeship standard will be reviewed after three years

Status: Approved for delivery
Level: 4
Reference: ST0749
Version: 1
Date updated: 10/02/2020
Approved for delivery: 11 April 2019
Route: Creative and design
Typical duration to gateway (I.e. excluding EPA period) : 24 months
Maximum funding: £10000
Trailblazer contact(s): philip.Pollard@HistoricEngland.org.uk
Employers involved in creating the standard: Historic England, English Heritage, National Trust, Mott MacDonald, Atkins, Chris Blandord Associates, Warwickshire County Council, National Parks (Northumberland), National Parks (Peak), Centre for Applied Archaeology University of Salford, Lichfields, Savills, Cullen Conservation, Alan Baxter, Arup

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Version log

Version Date updated Change Previous version
1 10/02/2020 Updated structure Previous version
1 11/04/2019 Assessment plan and funding band first published. Approved for delivery

Not available

1 02/11/2018 Standard first published

Not available

1 04/03/2018 Initial creation

Not available