Tree Schedule and Constraints Plan

Technical Report

Tree Schedule and Constraints Plan

Land off Shobnall Road, Burton-on-Trent

July 2018

Lovell Partnerships Ltd

P/2021/00008RECEIVED 05.01.21

July 2018 │ Lovell Partnerships Ltd

Contents

1 Introduction 1

1.1 Terms of Reference 1

1.2 Objectives 1

2 Survey Methodology 2

2.1 Tree Survey 2

3 Survey Results and Recommendations 3

Appendices 4

Appendix A. Tree Schedule 4

Appendix B. Tree Constraints Plan 5


CBC House,

24 Canning

Street,

Edinburgh,

EH3 8EG

Old Kilcoy House,

Tore,

Ross-shire,

IV6 7RZ

Linden House,

Mold Business

Park,

Wrexham Road,

Mold,

CH7 1XP

Document Prepared For

Adam Coates

Lovell Partnerships Ltd

Building 7

18 Ridgeway Quinton Business Park

Birmingham

B32 1AF

Document Prepared By Document Approved By

Alistair Henderson and Craig Watkins

Arboriculturalists

Catherine Hibbert

Principal Ecologist

Version Date Reason

50850 R1 Rev1 09/07//2018 Draft issued to client

Copyright © 2018 Atmos Consulting Ltd

The copyright in this work is vested in Atmos Consulting Ltd, and the information

contained herein is confidential. This work, either in whole or in part, may not be

reproduced or disclosed to others or used for any purposes, other than for internal Lovell

Partnerships Ltd, without Atmos Consulting’s prior written approval.


July 2018 │ Lovell Partnerships Ltd 1

1 Introduction

1.1 Terms of Reference

Atmos Consulting Ltd ‘Atmos’ was commissioned by Lovell Partnerships Ltd to carry out

a tree survey of the northern portion of the consented Branston Locks site, Burton-on-

Trent, referred to as land off Shobnall Road. As part of the wider Branston Locks site, the

site has been consented for mixed use (P/2012/01467), where the land off Shobnall

Road is for residential development.

This tree survey updates that undertaken previously by Atmos in 2009 (report ref. 6801 R2

Rev2) of the whole Branston Locks site (to the then current British Standard BS 5837: 2005

Trees in relation to construction: Recommendations). It is carried out in compliance with

the most recent standard, BS 5837 ‘Trees in Relation to Design, Demolition &

Construction’ Recommendations (2012) and BS 3998 Recommendations for Tree Work

(2010).

At this stage, there is no confirmed site layout; this will follow with consideration of the

results of the tree survey.

1.2 Objectives

The objectives of this tree survey included in this report are as follows:

To record the trees present on the site in a tree schedule, which categorises the

trees, tree groups, woodlands and hedges present on the site and their retention

value; and

To produce a tree supporting constraints plan.

Once the site layout has been confirmed, an Arboricultural Impact Assessment will be

produced to determine the retention value of each tree in relation to the proposed

layout. This will be supported by a site specific Arboricultural Method Statement

detailing all proposed works within close proximity to retained trees and

recommendations for tree protection measures for those retained in the development.



2 Survey Methodology

2.1 Tree Survey

All significant trees within influencing distance to the site both on and adjoining the site

have been surveyed and are listed within a Tree Survey Schedule and plotted on all

accompanying plans.

The tree survey was carried out on 3rd July by certified arboriculturalist Craig Watkins.

The scope of works was as follows:

Survey all trees/hedges, individually or in groups, identifying species, physiological

condition, structural morphology, specific dimensions, preliminary management

recommendations and British Standard 5837: 2012 Category Grading – Quality

Assessment (see Table 1 in Appendix 1);

Number all trees where possible, either individually or as groups;

Provision of the Root Protection Area (RPA). This layout design tool will indicate the

area surrounding the trees that contains sufficient rooting volume to support the

survival of the trees, shown in AutoCAD plan form in m²;

Provide a Tree Constraints Plan (TCP) showing the RPA and representing the effect

that the root spread of retained trees may have on proposed layouts;

Advise on the removal, retention and management of trees; and

Prepare a schedule of trees.

The assessment of trees was carried out from ground level without invasive investigation

and the disclosure of hidden defects cannot therefore be expected. Whilst the survey is

not specifically commissioned to report on matters of tree safety, the report obvious

defects that are significant in relation to the existing and proposed land use.



3 Survey Results and Recommendations The tree survey schedule is provided as Appendix 1 and shown in the tree constraints

plan. The following tree and shrub species were recorded on or adjacent to the site:

Oak Quercus robur

Ash Fraxinus excelsior

Sycamore Acer pseudoplatanus

Hawthorn Crataegus monogyna

Lombardy poplar Populus nigra Italica

Elder Sambucus nigra

Holly Ilex aquifolium

Walnut Juglans regia

Leyland cypress Cupressus x leylandii

Lawsons cypress Chamaecyparis lawsoniana

Beech Fagus sylvatica

Western red cedar Thuja plicata

Horse chestnut Castanea sativa

Wild cherry Prunis avium

Laburnum Laburnum spp.

Hazel Corylus avellana

Gold cotoneaster Cotoneaster spp.

Damson Prunus spp.

Birch Betula spp.

Elm Ulmus spp.

In summary, 19 individual trees (T), 19 tree groups (G), 1 woodland (W) and 3 hedges

(H) were recorded on/adjacent to the Shobnall Road site. Of these, two trees were

categorised as A1 (high quality), eight trees, two hedges, one woodland and 16 tree

groups were categorised as B2 (moderate quality), one tree as C1 and the remaining

trees, tree groups and hedges as C2 (low quality).

One of the two A1 value trees a mature oak (T10), is located within the line of trees

which extends southwards from Shobnall Grange. The other, a mature ash (T12) is on

the edge of the woodland on Battlestead Hill to the west of the site. Based on the

indicative design available at this stage, both trees are within areas of vegetation to be

retained due to their landscape value.

It is recommended that the tree schedule and constraints plan are considered as part

of the emerging site design. Once this is finalised, the following steps will be undertaken:

Assess the possible effects of the development proposal on trees via an AIA;

Assess the requirement for protection of trees during development and indicate on

a Tree Protection Plan;

Assess potential mitigation strategies where design conflicts are identified; and

Provide an update to this report including a method statement on the above

matters.



Appendices

Appendix A. Tree Schedule

TREE SURVEY SCHEDULE (BS5837: 2012) SITE: LAND SOUTH OF SHOBNALL ROAD, BURTON UPON TRENT SURVEYOR: C.WATKINS

CLIENT: LOVELL PARTNERSHIP LTD ASSESSMENT DATE: 03/07/2018 PAGE 1 OF 6

BRIEF: STAGE 1 TREE SURVEY (BS5837-2012) VIEWING CONDITIONS: GOOD

JOB REFERENCE: 18/AIA/ESTAFFS/01

TREE NO.

T - Tree G - Group H- Hedge

SPECIES

(COMMON NAME)

AGE

HEIGHT (m) + CROWN CLEARANCE/DIRECTION OF GROWTH (N.S.E.W)

RADIAL CROWN SPREAD

(m)

N S E W

ST

EM

/

MU

LT

I-ST

EM

*

DIA

.(mm

)

VITALITY

COMMENTS

MANAGEMENT

CATEGORY

& SUB-CATEGORY GRADING BS 5837

BS 5837 RADIUS

(m)

RPA (m2)

T1 Ash EM 17

2N

4 4 4 4 450 G Ivy restricting inspection

E.R.C 20

Strip ivy and re-inspect

B2 5.4m

92m2

T2 Ash EM 17

4N


E.R.C 20

N/A B2 4.8m

72m2

T3 Ash EM 17

3E


E.R.C 20

N/A B2 4.8m

72m2

T4 Hawthorn M 8 0


E.R.C 10

N/A C2 5.4m

92m2

T5 Sycamore EM 17 0

10 10 10 10 400 450 400 350 250

(841)

G Multi-stem

Poor form

E.R.C 10

N/A C2 10.1m

320m2

T6 Hawthorn M 5 0

3 3 3 3 400 G Ivy and vegetation restricting inspection

E.R.C 10

N/A C2 4.8m

72m2

HEADINGS & ABBREVIATIONS TREE NO. REFERENCE NUMBER. REFER TO PLAN OR NUMBERED TAGS WHERE APPLICABLE (T = TREE, G = GROUP, H = HEDGE) SPECIES: COMMON NAME (LATIN NAMES AVAILABLE ON REQUEST) AGE RANGE/LIFE STAGE: Y = YOUNG, SM = SEMI MATURE, EM = EARLY MATURE, M = MATURE, PM = POST MATURE HEIGHT: ESTIMATED AND RECORDED IN METRES. APPROXIMATELY 1 IN 10 TREES ARE MEASURED USING A CLINOMETER AND THE REMAINDER ESTIMATED AGAINST THE MEASURED TREES CROWN SPREAD: MAXIMUM CROWN RADIUS MEASURED TO THE FOUR CARDINAL COMPASS POINTS FOR SINGLE SPECIMENS ONLY (MEASUREMENT FOR TREE GROUPS - MAXIMUM RADIUS OF THE GROUP) CROWN CLEARANCE & DIRECTION OF GROWTH: STEM DIA/MULTI-STEM DIA:

HEIGHT IN METERS OF CROWN CLEARANCE ABOVE ADJACENT GROUND LEVEL (TO INFORM ON GROUND CLEARANCE, CROWN/STEM RATIO AND SHADING) STEM DIAMETER - MEASURED AT APPROXIMATELY 1.5 METRES ABOVE GROUND LEVEL OR A COMBINATION OF STEMS FOR MULTI-STEMMED TREES

VITALITY: E.R.C. = ESTIMATED REMAINING CONTRIBUTION: BS 5837CATEGORY & SUB-CATEGORY GRADING: BS 5837 RADIUS & BS 5837 RPA:

A MEASURE OF PHYSIOLOGICAL CONDITION. D = DEAD, MD = MORIBUND, P = POOR, M = MODERATE, G = GOOD RELATIVE USEFUL LIFE EXPECTANCY (YEARS) A = HIGH QUALITY AND VALUE, B = MODERATE QUALITY AND VALUE, C = LOW QUALITY AND VALUE, U = UNSUITABLE FOR RETENTION (SUB-CATEGORY REFERS TO ARBORICULTURAL., LANDSCAPE AND CULTURAL/CONSERVATION VALUES) PROTECTIVE DISTANCE - RADIUS FROM THE CENTRE OF THE STEM TO THE LINE OF TREE PROTECTION (CONSTRUCTION EXCLUSION ZONE - CEZ) AND PROTECTIVE BARRIER ROOT PROTECTION AREA - BS 5837 (2012) ANNEX D (THE RECOMMENDATIONS STATE THAT THE RPA SHOULD BE CAPPED AT 707 M2) NOTE – ALL CALCULATIONS ROUNDED TO NEAREST DECIMAL





TREE NO.


SPECIES

(COMMON NAME)

AGE


RADIAL CROWN SPREAD

(m)

N S E W

ST

EM

/

MU

LT

I-ST

EM

*

DIA

.(mm

)

VITALITY

COMMENTS

MANAGEMENT

CATEGORY


BS 5837 RADIUS

(m)

RPA (m2)

T7 Hawthorn N 5 0


E.R.C 10

N/A C2 3.6m

41m2

T8 Ash M 17

3W

10 11 10 11 625 G Offsite tree

Good form and condition

Minor dead wood

E.R.C 20

Remove dead wood

B1 7.5m

177m2

T9 Hawthorn M 5 0


E.R.C 20

N/A B2 4.8m

72m2

T10 Oak M 10

3E

9 7 8 5 1200 G Large branch failure

Ivy restricting inspection

E.R.C 40

N/A A1 14.4m

651m2

T11 Ash EM 12 0

8 8 8 8 500 F Pollard Ash with regrowth

Poor condition

E.R.C 10

N/A C1 6m

113m2

T12 Ash M 18 0

9 9 9 9 750 G In woodland, access restricted

E.R.C 40

N/A A1 9m

255m2

T13 Ash M 18

4N

11 9 10 10 800 G/F Die back

Ivy restricting inspection

E.R.C 20

N/A B2 9.6m

290m2

T14 Ash EM 7 0

3 3 3 3 400 G Offsite tree, inspection restricted

E.R.C 10

N/A C2 4.8m

72m2

T15 Ash EM 7 0


E.R.C 10

N/A C2 4.8m

72m2





TREE NO.

T - Tree G - Group W - Wood H- Hedge

SPECIES

(COMMON NAME)

AGE


RADIAL CROWN SPREAD

(m)

N S E W

ST

EM

/

MU

LT

I-ST

EM

*

DIA

.(mm

)

VITALITY

COMMENTS

MANAGEMENT

CATEGORY


BS 5837 RADIUS

(m)

RPA (m2)

T16 Ash EM 7 0


E.R.C 10

N/A C2 4.8m

72m2

T17 Sycamore EM 10 0

4 4 4 4 350 G In hedgerow

No access

E.R.C 10

N/A C2 4.2m

55m2

T18 Ash M 10 4

7 7 7 7 700 G Offsite tree, access restricted

E.R.C 20

N/A B2 8.4m

222m2

T19 Ash EM 18

3S

5 7 6 6 550 G Offsite tree, access restricted

E.R.C 20

N/A B2 6.6m

137m2

G1 Lombardy Poplar

M 18 3

2 2 2 2 ≤450 G Vegetation restricting inspection

E.R.C 20

Further inspections to be completed on a cyclical basis

B2 5.4m

92m2

G2 Ash Elder

Hawthorn

EM 16 0

4 4 4 4 ≤400 G Access restricted, tree surveys estimated

E.R.C 20

N/A B2 4.8m

72m2

G3 Ash Hawthorn

Holly Walnut

EM 14 0

4 4 4 4 ≤400 G Access restricted

E.R.C 20

N/A B2 4.8m

72m2

G4 Ash Hawthorn

EM 15 0


E.R.C 20

N/A B2 6m

113m2

G5 Ash Sycamore

Elder

EM 16 0


E.R.C 20

N/A B2 5.4m

92m2





TREE NO.


SPECIES

(COMMON NAME)

AGE


RADIAL CROWN SPREAD

(m)

N S E W

ST

EM

/

MU

LT

I-ST

EM

*

DIA

.(mm

)

VITALITY

COMMENTS

MANAGEMENT

CATEGORY


BS 5837 RADIUS

(m)

RPA (m2)

G6 Leyland Cypress Lawsons Cypress

Ash

M 17 0

4 4 4 4 ≤500 G Unmanaged hedge

E.R.C 20

N/A B2 6m

113m2

G7 Hawthorn M 8 0

3 3 3 3 ≤400 G Ivy and vegetation restricting inspection

E.R.C 10

N/A C2 4.8m

72m2

G8 Hawthorn M 5 0


E.R.C 10

N/A C2 4.8m

72m2

G9 Hawthorn M 5 0


E.R.C 20

N/A B2 4.8m

72m2

G10 Hawthorn M 5 0


E.R.C 20

N/A B2 4.2m

55m2

G11 Beech EM 3 0

1 1 1 1 ≤100 G Beech hedge managed

E.R.C 20

N/A B2 1.2m

5m2

G12 Hawthorn M 6 0


E.R.C 20

N/A B2 4.2m

55m2

G13 Western Red Cedar

Hawthorn Horse Chestnut

EM 10 0

3 3 3 3 ≤400 G Offsite tree group / unmanaged hedge 10

E.R.C

N/A C2 4.8m

72m2





TREE NO.


SPECIES

(COMMON NAME)

AGE


RADIAL CROWN SPREAD

(m)

N S E W

ST

EM

/

MU

LT

I-ST

EM

*

DIA

.(mm

)

VITALITY

COMMENTS

MANAGEMENT

CATEGORY


BS 5837 RADIUS

(m)

RPA (m2)

G14 Wild Cherry Ash Elm

Laburnum Hazel

EM 14 0

5 5 5 5 ≤400 G Plantation group around property boundary

E.R.C 20

N/A B2 4.8m

72m2

G15 Hawthorn Elder

M 5 0

3 3 3 3 ≤300 G Edge of woodland

E.R.C 10

N/A C2 3.6m

41m2

G16 Ash Sycamore

EM 12

3S

4 4 4 4 ≤400 G In hedgerow, no access

E.R.C 10

N/A C2 4.8m

72m2

G17 Sycamore Ash

Hawthorn Field Maple Wild Cherry

EM 15 0

6 6 6 6 ≤500 G Offsite linear plantation group

E.R.C 20

N/A B2 6m

113m2

G18 Western Red Cedar (Zebrina) Lawson Cypress

Gold Cotoneaster Wild Cherry

Damson

EM 7 0

2 2 2 2 ≤300 G Topped hedge with hedge trees

E.R.C 10

N/A C2 3.6m

41m2

G19 Lombardy Poplar

Hawthorn Cypress SP

M 18 0


Some previous tree failures

E.R.C 20

Remove vegetation

Further inspections to be completed on a cyclical bases

B2 7.2m

163m2

W1 Birch Ash

Hawthorn Elder

Sycamore

EM 14 0

4 4 4 4 ≤550 G Plantation woodland

Access restricted

Large individuals within woodland

E.R.C 20

N/A B2 6.6m

137m2





TREE NO.


SPECIES

(COMMON NAME)

AGE


RADIAL CROWN SPREAD

(m)

N S E W

ST

EM

/

MU

LT

I-ST

EM

*

DIA

.(mm

)

VITALITY

COMMENTS

MANAGEMENT

CATEGORY


BS 5837 RADIUS

(m)

RPA (m2)

H1 Hawthorn Elm

Elder

M 4 0

2 2 2 2 ≤100 G Partially managed hedge

E.R.C 20

N/A B2 1.2m

5m2

H2 Elder Hawthorn

M 2 0

1 1 1 1 ≤100 F Gappy poor species hedge

E.R.C 10

N/A C2 1.2m

5m2

H3 Hawthorn EM 3 0

1 1 1 1 ≤75 G Managed hedge

E.R.C 20

N/A B2 0.9m

3m2

Table 1 Cascade chart for tree quality assessment

Category and definition Criteria (including subcategories where appropriate) Identificationon plan

Trees unsuitable for retention (see Note)Category U

Those in such a conditionthat they cannot realisticallybe retained as living trees inthe context of the currentland use for longer than10 years

• Trees that have a serious, irremediable, structural defect, such that their early loss is expected due to collapse,including those that will become unviable after removal of other category U trees (e.g. where, for whateverreason, the loss of companion shelter cannot be mitigated by pruning)

• Trees that are dead or are showing signs of significant, immediate, and irreversible overall decline

• Trees infected with pathogens of significance to the health and/or safety of other trees nearby, or very lowquality trees suppressing adjacent trees of better quality

NOTE Category U trees can have existing or potential conservation value which it might be desirable to preserve;see 4.5.7.

See Table 2

1 Mainly arboricultural qualities 2 Mainly landscape qualities 3 Mainly cultural values,including conservation

Trees to be considered for retentionCategory A

Trees of high quality with anestimated remaining lifeexpectancy of at least40 years

Trees that are particularly goodexamples of their species, especially ifrare or unusual; or those that areessential components of groups orformal or semi-formal arboriculturalfeatures (e.g. the dominant and/orprincipal trees within an avenue)

Trees, groups or woodlands of particularvisual importance as arboricultural and/orlandscape features

Trees, groups or woodlandsof significant conservation,historical, commemorative orother value (e.g. veterantrees or wood-pasture)

See Table 2

Category B

Trees of moderate qualitywith an estimated remaininglife expectancy of at least20 years

Trees that might be included incategory A, but are downgradedbecause of impaired condition (e.g.presence of significant thoughremediable defects, includingunsympathetic past management andstorm damage), such that they areunlikely to be suitable for retention forbeyond 40 years; or trees lacking thespecial quality necessary to merit thecategory A designation

Trees present in numbers, usually growingas groups or woodlands, such that theyattract a higher collective rating than theymight as individuals; or trees occurring ascollectives but situated so as to make littlevisual contribution to the wider locality

Trees with materialconservation or othercultural value

See Table 2

Category C

Trees of low quality with anestimated remaining lifeexpectancy of at least10 years, or young trees witha stem diameter below150 mm

Unremarkable trees of very limitedmerit or such impaired condition thatthey do not qualify in higher categories

Trees present in groups or woodlands, butwithout this conferring on themsignificantly greater collective landscapevalue; and/or trees offering low or onlytemporary/transient landscape benefits

Trees with no materialconservation or othercultural value

See Table 2

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Appendix B. Tree Constraints Plan

Tree Schedule and Constraints Plan

Documents

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