BS: 5837 Report Steps

Below are the steps we undertake to complete a BS: 5837 report:

Step 1 - Topographical Survey

An accurate topographical site survey, showing all relevant existing site features including all trees.

Topographical surveys are always essential, these surveys are normally obtained by our clients and supplied to us.

Step 2 - Tree Survey & Tree categorization

The tree survey includes all trees plotted on the topographical survey, any that were missed and trees on adjoining land that may be affected by or could affect any development.

As well as gathering dimensional information on each tree the survey also categorises the trees for their quality and value.

This information is added to the topographical survey to form the tree constraints plan (TCP).

Tree Survey Schedule

Step 3 - Identify tree constraints and RPA’s

The tree survey and categorization enable the production of a Tree Constraints Plan (TCP). This scaled plan shows the development constraints posed by each trees root protection area (RPA) and branch spread, the daily shadow pattern is also shown. The TCP is a valuable design tool for you and your architect.

TCP Sample

Step 4 - Identify and review potential trees for retention and removal

Using the TCP and our specialist knowledge, site layout proposals are finalised leading to a review of -

  • trees that can be successfully retained
  • trees that require removal.

Produce new planting and landscape proposals

With the site layout confirmed new planting and landscaping opportunities are explored. This planting and landscaping is designed to enhance your development and mitigate any tree losses.

Step 5 - BS 5837 Report

The finished report pulls all the information in to a professionally presented document that accompanies your planning application. It also includes the following information-

Arboricultural Impact Assessment (AIA)

The AIA provides a detailed evaluation of the direct and indirect impacts of the proposed development on the existing trees. It also evaluates the impacts the retained trees may have on the finished development, currently and in the future. Where necessary we state measures and make recommendations to reduce or mitigate the impacts.

Arboricultural Method Statement (AMS)

AMS’s cover any aspect of the proposed development that has potential to cause harm to retained trees. Simply, the AMS provides the detail of work methods or engineering solutions to ensure no harm is caused.

Tree Management

A schedule and specification of pre and post development tree work required for both retained and newly planted trees.

Tree Protection Plan (TPP)

The TPP is a scaled drawing showing

  • the final design proposal
  • trees to be removed
  • measures required to protect existing trees, including AMS’s
  • new planting/landscaping detail

TPP Sample

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TreeWorks (West Wales) Ltd
Broad Haven Road
Tiers Cross
Pembrokeshire SA62 3BZ


Tel: 01437 899888


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