Professionals and Qualifications

Registered arboricultural consultants and BS 5837 competence

6 min readBy PlanScope Editorial Team

Councils want a tree report written to BS 5837 by someone accountable for it. How to tell a contractor from a consultant, and what to check before instructing.

If a council has asked for a tree survey, it wants a report written to BS 5837:2012 by someone who can be held to it. Arboricultural consultant qualifications are not regulated by statute, so the practical test is membership of a recognised scheme, a relevant qualification at the right level, and a track record of surveys accepted by planning authorities.

The confusion that costs householders money is between three different jobs that all involve trees. Only one of them produces a document a planning officer will accept.

Contractor, surveyor and consultant: different jobs

A tree contractor climbs, prunes and fells. Their qualifications are practical certificates in chainsaw operation, aerial rescue and pruning, and their insurance is set up for that work. A good contractor is worth their weight, and a report from one is rarely what a planning officer is asking for.

A tree surveyor records trees. They measure stem diameters, estimate heights and canopy spreads, note condition and produce a schedule. Survey work is the raw material for a planning report and it is not the report itself.

An arboricultural consultant assesses trees in relation to a proposal. They categorise trees under the British Standard, calculate root protection areas, judge which trees constrain the design, write an impact assessment and set out a method statement and tree protection plan for construction. That is the document a council reads.

The three roles overlap in small practices, and plenty of one-person firms do all three competently. The point is to ask which one you are buying, because the price and the output differ.

The registered consultant scheme and what it checks

The Arboricultural Association runs a registered consultant scheme, and it is the marker councils recognise most readily. Entry is assessed rather than automatic: candidates provide evidence of qualifications, submit examples of their work, and are assessed against the standards the scheme sets. Registration is renewed periodically rather than held for life.

What that gives you is threefold. Somebody has looked at examples of their reports. There is a complaints route if the work is poor. And the register itself is public, so you can verify the claim rather than take it on trust.

The same association runs an approved contractor scheme for the practical side. The two are separate, and a firm that is an approved contractor is not automatically a registered consultant, which is a distinction worth understanding when a quotation cites the association's name without saying which scheme.

Chartered status through the forestry and arboriculture profession is the other credential you may see. It is assessed on experience and continuing professional development and it sits comfortably alongside registration.

Qualifications that indicate survey competence

Qualifications in arboriculture run through a recognised framework, and the level matters more than the acronym.

A level 2 or 3 certificate is a practical qualification aimed at operational work. It does not signal competence to write a planning report.

A level 4 diploma in arboriculture is the usual minimum for survey and assessment work. It covers tree biology, hazard assessment, law and the survey methodology the British Standard uses.

A level 6 professional diploma, or a degree in arboriculture or a closely related subject, is what you would expect on a complex site: a conservation area with mature trees, a development close to a veteran tree, or a scheme where the tree constraint drives the layout.

Hazard and risk qualifications are separate again. A consultant assessing whether a tree is safe to retain near a building needs a specific tree risk qualification, and that is a different question from whether the tree constrains development.

Site supervision competence and why it differs

Writing the method statement and supervising its implementation are different skills, and councils have started to notice.

A condition requiring arboricultural supervision usually asks for someone on site at defined stages: before fencing is installed, during any excavation within a root protection area, and at the point where surfacing goes down. The person doing that has to be willing to stop work, which is a different disposition from writing a report.

Two practical points. Name the supervising arboriculturist in the method statement rather than leaving it as a role, because the council will ask. And agree the site visit schedule with the contractor at the start, since supervision arranged reactively produces disputes about who authorised what.

Where the root protection area calculation under the British Standard governs the layout, get it checked before the drawings are issued for construction. Retrofitting a no-dig surface after the foundations are set out is the most common expensive mistake on a small site.

Checking a consultant before instructing

The check takes twenty minutes and it removes most of the risk.

  1. Search the registered consultant list for the individual and the firm, and note the date of registration.
  2. Ask which qualification they hold and at what level, and ask when it was awarded.
  3. Ask for two anonymised reports for sites like yours, ideally in the same local authority area.
  4. Ask whether they carry professional indemnity insurance and at what level.
  5. Ask whether they will attend site during construction, and what that costs.
  6. Ask how they will deal with a tree with a preservation order, if there is one, and listen for whether they mention the separate consent process.

That last question is a good filter. Works to a tree protected by a Tree Preservation Order need consent from the council under the tree preservation regulations, and trees in a conservation area need six weeks' written notice before work. A consultant who does not raise that unprompted is one to be cautious about.

What a proper survey proposal contains

A quotation that reads "tree survey, fixed price" tells you nothing. A proper proposal sets out what you will receive.

Expect it to name the standard it works to, list the deliverables, and say what is excluded. The deliverables for a planning application typically include a tree survey schedule with each tree numbered, its species, stem diameter, height, canopy spread, condition and retention category, a tree constraints plan showing root protection areas and shade patterns, an arboricultural impact assessment relating the proposal to those constraints, a tree protection plan, and an arboricultural method statement covering the construction sequence.

Not every job needs all five. A single extension near one mature tree may need a survey, a constraints plan and a short impact assessment. A new dwelling in a garden with a group of protected trees needs the lot.

Ask what happens if the design changes. A proposal that includes one round of revision after a design change is worth more than a lower price that treats every drawing revision as new work.

The output feeds the tree survey report that accompanies the application, and where a draft needs checking rather than writing from scratch, the professional directory is the route to a reviewer who can look at it and sign it off. The report index shows where a professional author is expected across the other report types.

This is general guidance, not legal advice; check the position with your local planning authority or a qualified professional before relying on it. PlanScope provides AI-assisted draft reports for planning applications. Reports should be reviewed before submission. We do not guarantee planning approval. Enter your postcode on PlanScope to see whether your site is likely to need tree evidence.

Frequently asked questions

What is the difference between a tree surgeon and an arboricultural consultant?

A tree surgeon or contractor carries out the physical work and holds practical certificates in chainsaw operation and pruning. A consultant assesses trees against a development proposal, categorises them under the British Standard, calculates root protection areas and writes the impact assessment and method statement a planning officer reads.

What qualification should a tree report author hold?

A level 4 diploma in arboriculture is the usual minimum for survey and assessment work, covering tree biology, hazard assessment, law and the survey method the British Standard uses. A level 6 professional diploma or a degree is what you would expect on a complex site with mature or veteran trees.

How do I check a consultant is registered?

The Arboricultural Association registered consultant list is public, so search for both the individual and the firm and note the date of registration. Registration is assessed on qualifications and sample work and is renewed periodically, and the scheme provides a complaints route if the work turns out to be poor.

Do I need the same person to supervise the construction work?

Not necessarily the same person, but the method statement should name whoever will supervise rather than leaving it as a role, because the council will ask. Supervision usually happens at defined stages: before protective fencing goes up, during excavation within a root protection area, and when surfacing is laid.

What should a tree survey proposal include?

It should name the standard, list deliverables and state exclusions. For a planning application that normally means a numbered survey schedule with species, stem diameter, height, spread, condition and retention category, a tree constraints plan, an impact assessment, a tree protection plan and a method statement. Ask what happens when the design changes.

Sources and further reading

arboriculturetree surveybs 5837professional qualificationstree preservation orders

This article is general guidance about the planning system in England and, where stated, the rest of the UK. It is not legal or professional advice. Check your local planning authority’s validation requirements and take professional advice for your specific site.

More in Professionals and Qualifications

View all →
Professionals and Qualifications7 min read

Who may sign a SuDS maintenance and management plan

There is no competent person regime for sustainable drainage maintenance plans. The question an authority is really asking is who holds the duty in twenty years, how it is funded and how plant reaches each component.

Read article →
Professionals and Qualifications8 min read

Townscape assessor competence and peer review

Townscape judgements are opinions, so competence shows in whether the reasoning is traceable. This covers the disciplines that do this work, baseline discipline, design review weight and what a peer review should test.

Read article →
Professionals and Qualifications7 min read

Who prepares an open space assessment

Open space work is survey and data handling measured against the authority's own standards. This covers who should lead by typology, how catchments should be drawn, and the delivery questions the assessment must answer.

Read article →
Professionals and Qualifications7 min read

Who prepares a foul sewage assessment

A foul sewage assessment is judged on three pieces of evidence rather than on the author's title. This sets out who obtains each one, and when a drainage engineer becomes necessary.

Read article →
Professionals and Qualifications6 min read

Who prepares a circular economy statement

A circular economy statement stands or falls on quantified material data. This looks at which member of the design team should lead it, where the tonnages come from, and who carries the post-completion reporting duty.

Read article →
Professionals and Qualifications6 min read

Who prepares a social infrastructure assessment

A social infrastructure assessment is written by a planning consultant from data held by education authorities, integrated care boards and council service departments. Testing those figures is most of the work.

Read article →