Conservation Professional Practice Principles - September 2017

using appropriate techniques and materials. It also requires an understanding of the craft skills, techniques and practices necessary to undertake works to historic buildings and structures. Preparing plans: Design professionals can be involved in preparing scale plans of existing buildings and places, including plans, elevations and sections. They also design alterations, refurbishments, extensions or new development. This requires an understanding of the processes of change that created the historic environment. Design is about reconciling functional, economic, social and environmental factors and creating places and buildings that support current and future needs, all within a framework informed by sustainable development. Project development: Developing schemes for historic places and buildings requires a wide range of project skills, in addition to an understanding of the cultural value of heritage assets and resources. This is necessary to manage different stages, including the design process, repair specifications, business planning, project planning, costings, quality assurance, procurement of professional teams, contracts and other activities. Project and contract management: As with project development, project management requires project skills to be meshed with an understanding and empathy for dealing with historic places and buildings. It also demands an understanding of the importance of clear specifications and application of quality assurance measures. Heritage statements and conservation management plans: These and related terms describe a range of heritage and conservation documents. A heritage or conservation management plan may define the special interest of a heritage asset, and set out strategies for management, maintenance and adaptation. It can also deal with issues like procedures and responsibilities for gaining consents and following legislative requirements (for example for major infrastructure projects). It can seek to reconcile different social, economic and environmental aims with ongoing use and conservation. Care is required, as the meaning of the term ‘conservation plan’ varies greatly in different contexts. Urban design analysis: Urban design analysis includes assessing townscape characteristics, which are an important part of defining special interest or significance. Urban design analysis also identifies uses, movement and the ways in which an area functions. This is an essential basis for planning change and development in historic places. Site management: Managing construction on-site includes supervision of suitably skilled construction staff, health and safety compliance and quality assurance. Retrofitting: This is about designing and making changes to historic buildings to improve their performance in terms of carbon use. It can include improving insulation, installing more energy-efficient heating systems, heat recovery and other measures. The challenge is to upgrade the building, whilst maintaining its heritage value, and without causing long-term damage through using inappropriate materials. Constructional impacts: When undertaking construction works, it is sometimes necessary to 1. WHAT DOES A CONSERVATION PROFESSIONAL DO? 4

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