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Guidance Notes


IHBC Guidance Notes are produced as part of an integrated programme of online support for conservation practitioners, our IHBC 'Toolbox', being developed to help inform, advise and guide anyone interested in heritage. The Toolbox will offer a wide range of resources, 'tools', ranging from primary research and guidelines produced on by or on behalf of the IHBC, to technical, academic and practice advice supported or endorsed by the institute. Simply follow the headings or use the search facility to find the tools for your job!


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Title Number Version Description Lead
Retrofitting of Traditional Buildings GN2019/5 September 2019 Buildings are and will continue to be under pressure to be made more energy efficient and whilst this is sensible, experience to date suggests that risks of unintended consequences are common.

This guidance intends to provide an outline on the most appropriate approach, which is a holistic one. It also provides comment on competencies and new publications by the British Standards Institution (BSI) on retrofit.
John Edwards MA, DipBldgCons, BCAS, CEnv, FCIOB, FRICS, IHBC
Climate Change and Older Buildings – Key Sources GN2019/3 June 2019 This guidance note provides web-based links to help IHBC members with these issues. It starts with key information and advice on adaptation and mitigation; it highlights issues; and summarises Climate Change challenges affecting historic and traditional buildings. Please also read the companion IHBC guidance note on Retrofitting Traditional Buildings, which covers PAS 2035 and BS 7913 the key standards for conservation and retrofit of traditional buildings. John Preston MA(Cantab), DipTP, IHBC
Advice Note on the Curtilage Rule – An interpretation of the Taunton Deane judgment GN2019/2 March 2019 This note sets out the IHBC’s advice on the interpretation of the High Court judgment in the Egerton v Taunton Deane case (also known as Jews Farm)¹, relating to the identification of freestanding objects and structures that constitute part of a listed building under the so-called ‘curtilage rule’. The advice has particular relevance to listed farmhouses and associated farm buildings but has implications for other types of listed building. The advice note has been prepared by the IHBC Legal Panel, with advice from respected specialist lawyers, and has been adopted as the official advice of the Institute by the IHBC’s Trustees.
Starting out on your own – some advice for setting up in private practice GN2019/1 Feb 2019 This Guidance Note is designed to assist those IHBC members who are actively considering whether to set up in private practice as a heritage consultant or who are in the process of doing so and are still finding their feet. It is aimed principally at sole practitioners, either as sole traders or operating as a limited company, but some advice is also given on the formation of small partnerships for those who prefer not to work alone. Bob Kindred MBE BA IHBC MRTPI
Ten Red Flags to watch out for when meeting potential clients Guidance for sole practitioners and small traders GN 2018/1 Oct 2018 This guidance note aims to provide sole practitioners and small traders with advice on taking on new work – specifically Ten Red Flags to watch out for when meeting potential clients. Bob Kindred MBE BA IHBC MRTPI
Alacrity and alternative proposals GN2017/8 Nov 2017 The two main issues explored in this brief Guidance Note are:
  • 'Should heritage professionals test ‘alacrity’ in applicants'? and,
  • 'What happens to development proposals in the absence of this desirable attribute?'
Bob Kindred MBE BA IHBC MRTPI
Local Planning Authorities in England on Consulting the National Amenity Societies (NAS) GN2017/7 Nov 2017 This guidance note deals with the new notification arrangements in England for consulting the NAS that came into operation on 31st October 2017. A single email contact address at casework@jcnas.org.uk for all the statutory amenity societies (identified in paragraph 10) will enable them to respond more efficiently under the existing statutory notification procedure. Local planning authorities should therefore ensure that their administrative procedures are up to date. Bob Kindred MBE BA IHBC MRTPI
Marketing of heritage assets GN2017/6 Aug 2017 This is a short guidance note regarding what should constitute a marketing exercise as a preliminary to considering significant change to listed buildings- at-risk. It is also applicable where a proposed change of use would lead to unacceptable physical alteration, and the local planning authority would require evidence of a marketing campaign to demonstrate no viable alternatives. Bob Kindred MBE BA IHBC MRTPI
Thatching, chimney stacks and fire GN2017/5 Aug 2017 This is a short interim guidance note regarding a disparity of interpretation that has come to light between the interpretation of the Planning Inspectorate and best practice regarding the height of chimneys above thatch. Bob Kindred MBE BA IHBC MRTPI
Townscape as an important concept in conservation area management GN2017/4 Aug 2017 This short guidance note is intended to explain the importance that the Institute places on townscape as a specific concept in the proper management of conservation areas. Bob Kindred MBE BA IHBC MRTPI
The ‘Stripey House’ and the Implications for the use of S.215 Notices GN2017/3 July 2017 This short guidance note is intended to clarify the use of S.215 Notices (re Land Adversely Affecting Amenity of Neighbourhood) with regard to the external decoration of buildings. Bob Kindred MBE BA IHBC MRTPI
Demolition by Local Authorities of Unlisted Buildings in Conservation Areas GN2017/2 Mar 2017 Recently a question has arisen regarding the notification procedure when a local authority intends to demolish an unlisted building in a conservation area. Bob Kindred MBE BA IHBC MRTPI
Practical Guidance for bringing Listed Building Prosecutions

GN2017/1

Mar 2017 This Guidance Note is intended to supplement, and be read in conjunction with, the relevant part of the Historic England document ‘Heritage Crime – Guidance for Sentencers’ 2017 relating to listed building and conservation area offences Bob Kindred MBE BA IHBC MRTPI
Community Infrastructure Levy and Historic Buildings GN2016/5 Dec 2016 This Guidance Note looks at some examples of current practice regarding the use of (or exemption from) the Community Infrastructure Levy (CIL) with regard to heritage assets. Additional examples of current practice would be appreciated for incorporation into a future update. Bob Kindred MBE BA IHBC MRTPI
Historic Cemetery Monuments Testing and the new British Standard GN2016/4 Nov 2016 The principal purpose of this Briefing Note is to draw attention to the intended update of the British Standard BS 8415: ’Monuments within burial grounds and memorial sites — Specification' and potential implications for current practice. Bob Kindred MBE BA IHBC MRTPI
Standard Conditions, Reasons and Informatives for Listed Building Consent GN2016/2 Feb 2016 In the absence of any nationally published, comprehensive set of Listed Building Consent (LBC) Conditions, this Guidance Note aims to assist in the writing of necessary; relevant; enforceable; precise; and reasonable Conditions. Bob Kindred MBE BA IHBC MRTPI
Short Guidance Note Regarding Cautions in England and Wales GN2016/1 Jan 2016 This short guidance note aims to clarify uncertainty about the current status of simple cautions or formal warnings in relation to potential listed building offences in England and Wales. Bob Kindred MBE BA IHBC MRTPI
Use of direct action in heritage enforcement cases in England GN2015/3 Aug 2015 This Guidance Note is intended to explain the procedures and practical considerations in handling enforcement cases and suggest best practice. Bob Kindred MBE BA IHBC MRTPI
Use of injunctions in heritage cases in England and Wales GN2015/2 Jun 2015 This Note aims to assist conservation specialists in England understanding the mechanism of injunctions in more detail in order to enable a more effective dialogue with their legal colleagues. Bob Kindred MBE BA IHBC MRTPI
Standard Conditions, Reasons and Informatives for Listed Building Consent GN 2015/1 Mar 2015 In the absence of any nationally published, comprehensive set of Listed Building Consent (LBC) Conditions, this Guidance Note aims to assist in the writing of necessary; relevant; enforceable; precise; and reasonable Conditions. Bob Kindred MBE BA IHBC MRTPI
Urgent works in advance of a Listed Building Consent GN2014/4 Nov 2014 This note suggests an approach to dealing with urgent action in advance of obtaining listed building consent. Bob Kindred MBE BA IHBC MRTPI
Façade maintenance and safety risks GN2014/5 Nov 2014 This short Note draws attention to a recommended change in procedure relating to the periodic inspection of historic (commercial) facades – although the principles would also benefit wider application. Bob Kindred MBE BA IHBC MRTPI
Planning Authority duties in the provision of appropriate specialist conservation advice in England GN2014/3 Oct 2014 Local planning authorities have substantial statutory and non-statutory duties to provide specialist conservation advice, especially in delivering sustainable development and growth. This IHBC Guidance Note addresses key duties, threats, opportunities and solutions. Seán O'Reilly BA, PhD, MURP, FInstLM, FSA Scot, IHBC Director, The Institute of Historic Building Conservation
Annual Conservation Management Statements: Best Practice GN2014/2 Sept 2014 This Note gives advice on the principles, structures, priorities and objectives of Annual Conservation Management Statements (ACMS). Bob Kindred MBE BA IHBC MRTPI
Negotiating Skills GN 2014/1 Aug 2014 An ability to negotiate is a fundamental requirement that invariably appears in advertisements for public sector conservation posts but as part of the job application process, candidates are rarely, if ever, requested to demonstrate this proficiency, nor if they are appointed are they asked to do so in any formal sense subsequently. Bob Kindred MBE BA IHBC MRTPI
Seven Tips to Help You Present to Design Review Panels GN 2014/6 May 2014 The following guidance is offered to enable more productive outcomes in consultation with Design Panels, to assist in the articulation of design issues and help with the simplification of explanation and analysis. Bob Kindred MBE BA IHBC MRTPI