Trees and the Law Black and White

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At Liam McGough Tree services we aim to provide you with accurate up to date information about your trees to help you make informed decisions.

Two types of Law in UK:

1. Common Law

2. Statute Law

1. Common Law:

  • No Jury – Judge makes decision Based on:

  • Law of precedent

  • Changes over time

  • Cases heard in Civil / County Court

2. Statute Law:

  • ‘Law of the sovereign Power’

  • Determined by Acts of Parliament and Regulations (Regulations are based on an Act that has already been approved, and served as a means to make the Act easier to understand and adhere to)

  • Lesser (summary) offences heard in a Magistrate’s Court

  • Serious offences – Crown Court – Judge and Jury

  • UK Legislation (Acts), UK Regulations and EU Regulations are all statute law

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Common Law Related to Arboriculture

  • Ownership:

    • Person who owns the land that the tree is on, owns the tree

    • Deeds / Plan should show who is responsible for a -------- Boundary

    • Ditches – ownership conventionally on the outside of he ditch, as spoil from clearing your own ditch can only be placed on your land --------------------------------------------

  • Overhanging branches:

    • Right exists to cut back to boundary, tree owner has no obligation to pay for this

    • Cannot enter neighbouring property without permission – cutting down the tree would be criminal damage

    • Owner has a responsibility to stop anything ‘escaping’ from his property that will stop a neighbour enjoying theirs – includes roots

    • Neighbour can cut back to boundary above and below ground. If cutting back causes damage that is proven to cause failure of tree, neighbour would be liable. Includes roots

    • Cannot climb the tree to operate work – trespass

    • If tree fails as a direct result of pruning action he may be liable for damages

    • An injunction can be sought from the court forcing owner to address a foreseeable danger – i.e. tree about to fall and cause damage / injury (Actionable Nuisance)

    • Local Government (Miscellaneous Provisions) Act 1976 – if he refuses to act the neighbour can approach LPA who can serve an order forcing action

    • He must be aware of the possibility of legally protected wildlife being present – an offence will be caused if he is guilty of disturbance to protected species

  • Arisings:

    • Should be offered back to the owner, cannot throw them over the fence

    • Owner has no obligation to take them, neighbour must then dispose of them

    • Mynors says they can be placed back on owner’s property as long as you don’t set foot on the property

  • Fruit:

    • Fallen fruit remains the property of the tree owner

    • Legal right to enter neighbouring property to collect fruit, as long as no damage is caused, and they don’t linger

    • The owner does not have to collect the fruit or leaves

  • Poisonous elements:

    • ‘Duty of care’ owed to neighbour by tree owner (i.e. if animal eats poisonous berries and dies, the tree owner is liable)

    • If cattle lean over or enter property, the responsibility then lies with the owner of the boundary

  • Access:

    • If owner wants to prune his own tree, he cannot enter the neighbouring property without permission (See Access to Neighbouring Lands Act 1992)

  • Damage or prediction of damage from tree: (Actionable Nuisance)

    • Neighbours can apply for an injunction to force the owners to manage the tree

    • Apply in the Civil or County Court

    • Injunction can be for the life of the tree

  • ‘Law of Joint and Several Damages’

    • “If action is taken against a named individual, and then it is discovered that trees in other ownership are also causing problems, if the judge finds in favour of the plaintiff, it is the named individual’s responsibility to show others’ liability, or he will be held liable for all damages”

    • Up to the person who action is taken against to prove that he is not liable for the other trees and does not own them

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Statute Law Related to Arboriculture

  • Access to Neighbouring Lands Act 1992

    • If a property owner has a need to access a neighbouring land to carry out work on their own property, and the neighbour unreasonably refuses, an order can be issued to force allowed access

    • There must be a viable need to enter the property

  • Highways Act 1980, and as amended 1986

    • Section 154

      • Notice served to prune vegetation obstructing passage of vehicles or pedestrians (14 days)

      • Or obstructing the view of drivers, signs, light from a streetlight, etc

      • Or threatening the highway by falling

      • Vehicles – 5.2 metres, pedestrians 2.4 metres

      • Owner will have to prune or remove

      • If refused HA can enter land to do the work

      • He will be charged and have to clear arisings

    • Section 294

      • Allows courts to authorise entry onto private property to carry out works associated with Section 154 notice

    • Section 138

      • It is an offence to plant a hedge bounding the highway without the Highway Authorities permission

    • Section 141

      • It is an offence to plant a tree within 15 feet of the centre of the carriageway

    • Section 161

      • It is an offence to light a fire which results in danger to road users

    • Other sections relating to planting of trees on roundabouts and central reservations (branched to ground to limit visibility); notices served to restrict new planting or remove existing planting which causes danger on bend or junction; offence to erect a notice on a highway tree; warning signs and barriers must be used when working on the highway

  • Occupiers Liability Acts 1957 and 1984

    • ‘Occupier’ (tenant etc) has a ‘Duty of Care’ to people entering the property

    • 1957 Act covered 2 types of people:

      • ‘Invitees’ – A person entering land without contract but on business of interest to both himself and the occupier

      • ‘Licensees’  - A person entering with the occupiers expressed or implied permission but with no community of interest

    • 1984 Act extends duty of care to

      • ‘Persons other than visitors’, including trespassers, and people exercising private rights of way

    • Duty of care is owed by occupier if;

      • He is aware of the danger or has reasonable grounds to know it exists

      • He knows or has reasonable grounds to believe that the non-visitor is in the vicinity or may come into the vicinity of the danger concerned

      • The risk is one against which he may reasonably be expected to offer some protection

      • Different liability owed to children, people with expert knowledge, and trespassers

  • The Prescriptions Act 1832

    • Right to Light – If they have enjoyed undisturbed light for at least 20 years

    • Does not apply to incremental growth – only to instant detrimental change

  • The Local Government (Miscellaneous Provisions) Act 1976

    • Section 23/24 – If someone is threatened by a tree in another’s ownership the Local Authority can serve a notice to the owner forcing them to do the work. If they still refuse, the LA can access the land, deal with the tree and seek to recover reasonable costs (Person who is threatened can deal with this scenario under Common Law)

  • Forestry Act 1967

    • Felling Licences - Licence not required if:

      • You fell no more than 5m³ and sell no more than 2m³ in any calendar quarter

      • Felling less than 8cm diameter }

      • Thinning less than 10cm diameter }

      • Coppicing less than 15cm diameter }

      • For tree pruning

      • If a Forestry Commission Grant Scheme is in place

      • If trees are dead, dangerous, or causing an ‘actionable nuisance’

      • If an Act of Parliament in place (i.e. a Section 154 notice)

      • If the tree is in a garden, orchard, churchyard, public space

      • If planning permission has been gained and work is part of implementing that development

      • For the purposes of maintaining utilities

  • Wildlife and Countryside Act 1981 (as amended)

    • Wild Birds – Schedules 1-4

      • ‘It is an offence to kill injure or take any wild bird, or to take damage or destroy its nest while in construction or use, or take or destroy any of its eggs’

      • Schedule 1 – Birds afforded extra protection – ‘It is an offence to disturb intentionally or recklessly whilst building in or near a nest containing eggs or young or the dependant young of such a bird’

      • Schedule 2 part 1 – Exemptions - No birds (from 1993) are treated as pest birds. Birds that can be killed or taken outside the closed season can only be done so under license

    • Wild Animals – Schedule 5

      • (Only animals listed in Schedule 5 are protected) – ‘It is an offence to intentionally kill, injure or take, or intentionally or recklessly damage, destroy or obstruct access to any structure or place used for shelter or protection or disturb any animal while it is occupying such a place’

    • Wild Plants – Schedule 8

      • ‘It is an offence to intentionally pick, uproot, trade in, possess for the purpose of trade, or destroy any plant listed in Schedule 8. It is also an offence for anyone, other than an authorised person, to uproot any wild plant’ (1 tree in the list – Plymouth Pear, Pyrus cordata)

    • Schedule 9

      • Lists non-native species which it is illegal to release or plant

    • Licences

      • Can be granted to allow otherwise illegal acts either for the well-being of protected species or where there is a threat to public safety

    • Breaches

      • Prosecution can be brought by police or a Local Authority within 6 months of evidence coming to light and within 2 years of the offence

    • Penalties

      • Prison up to 6 months, fine up to ‘level 5’ (£5k at present), per offence

  • Countryside and Rights of Way Act 2000 (CROW)

    • CROW gave the public rights of entry for the purpose of recreation to ‘access land’

    • ‘Access land’ includes areas shown as ‘open country’ on maps (Moor, Mountain, Heath, Down or Common land)

    • Act removed liability from occupiers – ‘duty of care’ not recognised on natural features

    • Public Rights of Way – Encouraged the creation of new routes and clarification of existing ones, and enabled the diversion of rights of way to protect SSSI’s

    • Wildlife – Introduced a concept of a reckless offence being committed against listed wildlife (no longer an offence to plead ignorance)

  • The Conservation (Natural Habitats etc) Regulations 1994 (European involvement)

    • Regs about European Protected Species (EPS) and designation of sites where there are EPS

      • SPA’s – Special Protection Areas (relating to birds)

      • SAC’s Special Areas of Conservation

        • SSSI’s are UK domestic protection – sites can be designated all three

        • European designation is more powerful (European Court)

      • How we get SAC’s? – Secretary of State proposes a list of sites to EU – if agreed it gets interim designation of ‘Sites of Community Importance’, then SOS has 6 years to get them up to full SAC status

      • Government has powers of ‘compulsory acquisition’ – can take private land and designate as SAC

    • ‘It is an offence to deliberately capture, kill, disturb, or trade in the animals listed in schedule 2 and pick, collect, cut, uproot, destroy or trade in plants listed in schedule 5’ – Offences can be licensed for science and education, conservation and public health and safety

  • The Conservation (Natural Habitats etc) (Amendment) Regulations 2007

    • Clarified what ‘deliberately’ meant – got rid of the incidental result offence – i.e. ‘we didn’t mean to’ is no longer an offence as deliberate meant ‘accepting the possibility’ – i.e. deliberated / thought about it

    • Threshold of deliberate raised – deliberate disturbance must be likely to significantly affect a significant population of the local distribution or abundance of that species

  • The Conservation (Natural Habitats etc) (Amendment) (England and Wales) Regulations 2009

    • Changes as follows:

    • ‘Surveillance’ more detailed provision made for surveillance to be determined by the priority of the species concerned – keep a close eye on severe risk species

    • Incidental offences – records of such incidents must be kept, and the results used to determine the need for any research or conservation measures

    • Disturbance – now includes anything likely to impair ability to survive, breed or reproduce, rear or nurture young, hibernate or migrate

    • Guidance – published guidance taken into account by the courts when dealing with offences – i.e. you should be up to date

    • Defences – those defences for tending mercy killing and collecting evidence for prosecution still apply, unless the prosecution shows the defendant was wrong to conclude that there was no satisfactory alternative, and the action was not detrimental to the species concerned

  • The Conservation of Habitat and Species Regulations 2010 (All the last three regs and amendments now reside under this heading)

    • Licensing now required to work with an EPS (European Protected Species)

    • Licence applied for via Natural England or the Forestry Commission

    • Licence only granted if risk to public safety, in the interests of conservation, or if there is no detrimental affect, or no alternative (i.e. tree work with bats)

    • Contractor should keep records of all work

  • Protection of Badgers Act 1992

    • Offences – wilfully kill, injure, take a badger or attempt to do so. Possession or control of a dead badger, or any part of, or anything derived from a dead badger. Cruel ill treatment of a badger (use of tongs while taking or killing, digging, and use of firearm other than those permitted). Interfere by damaging or obstructing a badger sett which shows signs of current use, cause a dog to enter a badger sett, disturb a badger within a sett with intent or recklessly. Sale, possession or control of a live badger. Unlicensed ringing, tagging or marking of a badger.

    • Exemptions – Kill as an act of mercy, an unavoidable result of lawful activity (i.e. running it over), anything authorised under the Animals (Scientific Procedures) Act 1986. To prevent serious damage to land, crops or poultry. For the purposes of hunting foxes with hounds (blocking up badger setts to stop fox running to ground). In the course of a business where licenses have been issued

    • Licenses – issued for development, road construction, scientific or educational research, conservation, investigating an offence, tree work, etc.

    • Apply to Natural England / DEFRA

    • Heavy machinery any closer than 30 metres to a sett – license required

    • Other work any closer than 20 metres to a sett – licence required

    • New planting at least 3 metres away from a hole – licence required

    • Breeding season December to June, (January and February most sensitive)

  • Red Data Books

    • Around since 1964

    • Produced by specialists from around the world

    • Categories according to how endangered species are:

      • Extinct

      • Extinct in the wild

      • Critically endangered (Extremely high risk of extinction)

      • Endangered (Very high risk of extinction)

      • Vulnerable (High risk of extinction)

      • Near-threatened

    • Click beetles (violet and scarlet) are on the list and exist only in veteran trees

  • Town and Country Planning (Environmental Impact Assessment) (England and Wales) Regulations 1999

    • Procedure that must be followed for certain types of project (usually big scale – mineral extraction etc, or sensitive site like SSSI)

    • Purpose to give environmental factors due consideration, and to provide modification or alternatives

    • Onus is on developer – he has to produce an Environmental Statement, laying out perceived effects and mitigation – should include a non-technical summary

    • Developer can ask LPA for a ‘screening opinion’ asking if they need to make an environmental statement

    • LPA has 3 weeks to respond – if required, he can ask for a ‘scoping opinion’ – i.e. what should go into it. LPA has to provide this in 5 weeks

    • Environmental Statement should accompany Planning Proposal

    • LPA has 16 weeks to decide and can either;

      • Grant full permission; with conditions; reject

    • In Forestry: EIA is required for 

      • Afforestation – 5 Ha or more

      • Deforestation – 1 Ha or more

      • Constructing forest roads

      • Quarrying to construct roads

  • SSSI’s - (National Parks and Access to the Countryside Act 1949)

    • Around since 1949 

    • Just over 4000 sites in UK designated (some are SPA’s and SAC’s also)

    • SSSI’s – wildlife or geology importance. Most will have been influenced by man so will require ongoing maintenance

      • Notification of SSSI – Through Wildlife and Countryside Act 1981 (as amended)

      • All owners and occupiers notified

      • Site is immediately protected after notification

      • 4 month period for objections – then either confirmed or not

      • Confirmation must be within 9 months of original notification

      • Licence required through Natural England for any work – called ‘PDO’ – Potentially Damaging Operation

      • Response should be within 10 working days – if nothing after 4 months, assume refusal

      • Conditions or time limits can be imposed

      • Appeals can be made to SOS within 2 months of refusal notice

      • Work done without permission investigated by Natural England

    • Penalties:

      • £20k fine in magistrates court

      • £unlimited in crown court

      • Plus restoration costs

      • £5k fine for not keeping to management notice in magistrates, £unlimited in crown

      • £2.5k fine for removing or damaging a sign

      • £200 obstructing an officer or failing to notify change of ownership

  • The Controlled Waste (Registration of Carriers and Seizure of Vehicles) Regulations 1991

    • If you carry controlled waste you must be registered as a carrier

    • Controlled waste is:

      • Scrap metal, effluent, clinical waste, unwanted surplus substances, building or demolition waste, anything which is disposed of as broken, worn out, contaminated or spoiled

    • In Arb terms:

      • If you produce the waste you do not need a carriers licence

      • If it is wind blown or someone else has cut it down, you do

      • If produced on building site – classified as building waste & license is needed

      • Critical word is ‘waste’ – if everything to be re-used license not needed

  • The Control of Pollution (Oil Storage) (England) Regulations 2001

    • Refers to the above ground storage of oil – ‘Oil’ includes: Petrol, solvents, mineral oil, heating oil, lubricating oil, vegetable oil, waste oil

    • 2 requirements:

      • The structural integrity of the primary container

      • Requirement for secondary containment

    • Storage should be:

    • 10 metres or more form a water course

    • 50 metres or more from a bore hole or well

    • Contingencies in place for spillage (i.e. absorbent spill kits)

    • Risk Assessment should be done before siting or filling tanks

  • The Dangerous Substances and Explosive Atmospheres Regulations 2002

    • In arb terms mostly applies to petrol

    • Find out risk – put control measures in place – accident procedure – make sure employees are informed and trained

  • The Environmental Damage (Prevention and Remediation) Regulations 2009 

    • Apply to operators of economic activities 

    • ‘Environmental Damage’ refers to: 

      • Adverse effects on SSSI’s 

      • Adverse effects on EPS’s 

      • Adverse effects on surface or ground water 

      • Contamination resulting a risk to human health 

    • Operators must:

      • Prevent damage in the first place 

      • Prevent further damage once it has started 

      • Provide information to the authority 

      • Carry out remediation as directed 

      • Submit remediation proposals 

      • Pay costs as required 

    • Authorities must:

      • Establish the damage is actually environmental 

      • Identify the responsible operator 

      • Serve a remediation notice 

    • Types of remediation:

      • Primary – to restore the actual damage 

      • Complementary – to complement where primary does not fully restore 

      • Compensatory - to compensate while the damage is being restored 

    • The operator has 28 days to appeal on the grounds that:

      • They did not cause the damage 

      • The damage is not ‘environmental’ 

      • A third party was responsible 

      • The activity was authorised 

      • The remediation notice is unreasonable

  • Natural Environment and Rural Communities Act 2006

    • Main points:

      • created ‘Natural England’

      • created ‘Commission for Rural Communities’

      • will work together, and with Forestry Commission, Environment Agency and Rural Development Agencies to ensure sustainable development

      • broadened powers of the Secretary of State to pay grants for suitable ventures

      • made the conservation of biological diversity an essential consideration of public bodies and statutory undertakers when determining policies

    • Wildlife Protection:

      • offence to possess certain pesticides (used for illegal killing)

      • offence to sell, possess, or transport certain invasive, non-native species

      • birds bred in captivity and released to get same protection as wild birds

      • new schedule for birds which re-use nests – Golden and White Tailed Eagles and Ospreys

    • Habitat protection:

      • enhanced SSSI legislation

      • greater pressure on public bodies to notify before carrying out or permitting damaging operations

      • ignorance of SSSI status no longer a defence

      • greater power to enter and erect signage

      • updating of pre 1985 SSSI’s

    • Rights of Way:

      • clarified the use of mechanically propelled vehicles on public rights of way, to prevent historical use creating a claim for right of access

      • extended powers for public path creation

  • Anti Social Behaviour Act 2003 – Part 8 – High Hedges

The relevant part of the ASBA to this particular issue is Part 8 (which came into force on June 1st 2005): the section dealing with “High Hedges‟. It has come about primarily because of the large number of disputes between neighbours regarding overgrown conifer hedges between domestic gardens, where “reasonable enjoyment‟ of one property is being adversely affected by a hedge next door. The main “culprit‟ has been Leyland Cypress, because of its rapid growth rate and density. 

  • The Department of Communities and Local Government (DCLG) has issued guidance leaflets which are freely available from both local authority offices and their website, and various freely downloadable documents on the procedures which should be followed in the case of a dispute. The part to be played by the local authority is clearly indicated in these publications. 

  • The Act covers two distinct issues: 

    • Loss of light to gardens 

    • Loss of light to windows (of main living rooms) 

  • A “high hedge” is defined as

    • “so much of a barrier to light or access as 

    • a) is formed wholly or predominantly by a line of two or more evergreens / semi-evergreens 

    • b) rising to a height of 2 or more metres” 

  • The “acceptable‟ height for such a hedge is described as the ‘Action Hedge Height’ (AHH). If a given hedge is above this height, action should be taken to reduce it appropriately. NB work cannot be ordered that would result in the demise of the hedge, or reduce it below 2m. 

  • Allowance is made for re-growth, whereby it is deemed acceptable to reduce below the AHH by 60 – 100cms. 

  • Procedure for resolving disputes:

    • The complainant and the hedge owner should endeavour to resolve the matter through discussion (The complainant need not necessarily be resident) 

    • If this fails independent mediation should be sought 

    • As a last resort the local authority can be asked to adjudicate 

    • LA should consider the interests of the wider community as well as complainant and owner (presence of TPO‟s, Conservation Area status, protected wildlife etc.) 

    • LA officer will perform the necessary calculations to determine the AHH (explained below)

    • LA may then issue a formal notice detailing action to be taken by hedge owner 

    • The hedge owner and complainant have a right to appeal against the notice 

    • Failure to comply is an offence 

    • The order remains with the property 

    • Prosecution could lead to a fine of up to £1000 

    • LA may carry out the works in default and recover costs from the owner 

    • LA may, at their discretion, charge the complainant a fee for their services 

  • The procedure for calculating AHH is as follows: 

    • 1) calculate height for the loss of light to gardens 

    • 2) calculate height for the loss of light to main house windows 

    • 3) take the lower of these two figures 

    • 4) if less than 2m, round up to 2m 

    • 5) resultant number is AHH 

  • Loss of light to gardens AHH is determined by: 

    • Finding effective depth of garden 

    • Multiplying by the correct factor for orientation 

    • Correcting if the hedge is set back 

    • Correcting for any slope 

  • Effective depth is either 

    • Distance between hedge and opposite end – for rectangular gardens, or 

    • Area of garden ÷ effective hedge length – for more complex shapes 

  • The correction factors: 

    • for orientation varies from 0.65 to 0.25 according to whether the hedge is to the north or south – there being 8 factors in all 

    • distances set back from the boundary (beyond a metre) are added to AHH 

    • degrees of slope are added for gardens sloping down from the house, or subtracted for those sloping upwards 

  • Loss of light to windows :

    • Depends on height and distance of hedge 

    • Only applies to ‘main’ rooms – such as living, dining, kitchen, bedroom 

    • Does not apply to toilets, bathrooms, storerooms, circulation areas 

    • Applies only to dwellings 

    • Not outbuildings, sheds, greenhouses, summer houses, garages, workshops 

    • Can include glazed doors – if they form a major source of light 

    • For conservatories – the opening into the house is taken as the window position 

  • There are various calculations determine by the angle of hedge to the window. The simplest example being a hedge directly opposite, where the AHH is: 

    • Distance from window to hedge ÷ 2 + 1m 

    • For first floor windows 2.7m (the height of the average floor) is added to the AHH

  • Hedgerow Regulations 1997 (From The Environment Act 1995)

The criteria for designation as an important hedgerow within the regulations:

  • Must be at least 30 years old, and at least 20 metres in length (unless one end joins another hedgerow) gaps of 20 metres or less are considered to be part of the hedgerow. The factors below all represent particular archaeological, historical, wildlife or landscape value

There are 8 criteria listed as paragraphs within the Hedgerow Regulations 1997 – these are;

  • 1 – The hedgerow marks a pre 1850 parish or township boundary

  • 2 – The hedgerow incorporates an archaeological feature

  • 3 – The hedgerow is part of or associated with an archaeological site

  • 4 – The hedgerow marks the boundary of, or is associated with, a pre 1600-AD estate or manor 

  • 5 – The Hedgerow forms an integral part of a pre-Parliamentary enclosure field system

  • 6 – The hedgerow contains species;

      • Listed in part 1 (protection at all times) of Schedule 1 (birds which are protected by special penalties), Schedule 5 (animals which are protected) or Schedule 8 (plants which are protected) to the Wildlife and Countryside Act 1981

      • Categorised as a declining breeder (category 3) in Red Data Birds in Britain published in 1990 for the Nature Conservancy Council and RSPB

      • Categorised as ‘endangered’, ‘extinct’, ‘rare’ or ‘vulnerable’ in Britain in The Red Data Books

  • 7 – The hedgerow includes;

    • At least 7 woody species on average, in a 30 metre length; or

    • At least 6 woody species, and has associated with at least 3 of the features specified below; or

    • At least 6 woody species, including either a black poplar tree, (Populus nigra) a large-leaved lime, (Tilia platyphyllos) a small-leaved lime (Tilia cordata) or a wild service tree (Sorbus torminalis); or

    • At least 5 woody species, and has associated with at least 4 of the features specified below

      • <= 30m; count all woody species

      • 30m – 100m; count all species in central 30m stretch

      • 100m – 200m; count all species in central 30m stretch within each half of the hedgerow and divide the aggregate by 2

      • 200m +; count all species in central 30m stretch within each third of the hedgerow and divide the aggregate by 3

  • 8 – The hedgerow is adjacent to a bridleway or footpath, a road used as a public path, or a byway open to all traffic; and includes at least 4 woody species and has associated with it at least 2 of the features specified below

    • Associated features are as follows:

      • A bank or wall which supports the hedgerow along at least ½ its length

      • Gaps which in aggregate do not exceed 10% of hedge length

      • Where the length of the hedge does not exceed 50m, at least 1 standard tree – a standard tree is defined as:

        • Single stem at least 20cm diameter measured at 1.3m

        • Multi-stemmed tree with at least 2 stems who’s diameters are 15cm or more measured at 1.3m

      • Where the hedge is between 50m and 100m – at least 2 standard trees

      • 100m+ at least one every 50m (average)

      • At least 3 ground flora species (listed in section 2 of the regs) within one metre in any direction of the outermost edges of the hedge

      • A ditch along at least ½ the hedge length

      • Connections scoring 4 or more points, where a connection to another hedgerow counts as 1, and where connection to a woodland, in which the majority of trees are broadleaved trees, or a pond, counts as 2

      • A parallel hedge within 15m of the hedge

Five specific locations where hedgerows are covered by the regulations, and one where they are not:

  • On or adjoining land used for agriculture or forestry

  • On or adjoining land used for the breeding or keeping of horses, donkeys, ponies

  • Common Land

  • Village Greens

  • SSSI’s or Nature Reserves

    • Not Covered: Garden Hedges (domestic dwellings)

Six exemptions from the need to submit a Hedgerow Removal Notice:

  • To make a new opening which substitutes an existing one which gives access to land (as long as the original gap is planted within 8 months)

  • To obtain temporary access to any land in order give assistance in an emergency

  • To obtain access to land where another means of access is not available or is available only at disproportionate cost

  • For national defence purposes

  • Where development has been authorised by planning permission (or is deemed to have been granted)

  • To carry out works, under certain Acts of Parliament, for the purposes of flood defence or land drainage

  • To prevent the spread of, or ensure eradication of, a plant or tree pest

  • In respect of any felling, lopping or cutting back to prevent obstruction of, or interference with, electric lines and plant, or to prevent danger under the Electricity Act 1989

  • For the proper management of the hedgerow

  • Highways Agency – i.e. building new roads (when the Secretary of State is the highway authority)

Process:

  • Notify council (with hedgerow removal notice)

  • LPA has 6 weeks to respond with 4 choices

    • Full consent

    • Consent with conditions

    • Issue a HRN (Hedgerow Retention Notice)

    • Let the 6 weeks elapse

Differences between Hedgerow Regs 1997 and High Hedges legislation:

  • High hedges = domestic, Hedgerow Regs = Rural

  • Age consideration with Hedgerow Regs

  • Length Consideration with Hedgerow Regs

  • Person that is applying – Owner with Hedgerow Regs, neighbour with High Hedges

  • Evergreen with High Hedges, deciduous with Hedgerow Regs

  • Hedgerow Regs about destruction, High Hedges about trimming / management

  • The Electricity Act 1989 and Telecommunications Act 1984

    • Both permit service providers to reduce vegetation where there is an interference with overhead services actual or imminent

  • The Environmental Damage (Prevention and Remediation) Regulations 2009 

    • Apply to operators of economic activities 

    • ‘Environmental Damage’ refers to: 

      • Adverse effects on SSSI’s 

      • Adverse effects on EPS’s 

      • Adverse effects on surface or ground water 

      • Contamination resulting a risk to human health 

    • Operators must:- 

      • Prevent damage in the first place 

      • Prevent further damage once it has started 

      • Provide information to the authority 

      • Carry out remediation as directed 

      • Submit remediation proposals 

      • Pay costs as required 

    • Authorities must:- 

      • Establish the damage is actually environmental 

      • Identify the responsible operator 

      • Serve a remediation notice 

    • Types of remediation:- 

      • Primary – to restore the actual damage 

      • Complementary – to complement where primary does not fully restore 

      • Compensatory - to compensate while the damage is being restored 

    • The operator has 28 days to appeal on the grounds that:- 

      • They did not cause the damage 

      • The damage is not ‘environmental’ 

      • A third party was responsible 

      • The activity was authorised 

      • The remediation notice is unreasonable 

  • The Treasure Act 1996 

    • an interesting thought – if during the course of his exploits he uncovers some “treasure‟, which includes things like coins and other metal objects which are at least 10% by weight precious metal (gold or silver) he has to notify the local coroner within 14 days of either the day after he finds them, or from when he first realises they’re treasure 

    • rewards may be payable under certain circumstances 

    • failure to comply may result in a prison sentence (not exceeding 3 months) or a fine (not exceeding level 5), or both 

  • National Parks and Access to the Countryside Act 1949 

    • it is possible that the woodland lies within a SSSI, in which case there will be restrictions on the activities that can take place 

  • The Birds Directive 1979 

    • it is also theoretically possible that the area has the designation of Special Protection Area (SPA) by virtue of the birds it supports 

TREE PRESERVATION ORDERS 

  • Town and Country Planning Act 1990; Town and Country Planning (Trees) Regulations 1999; Amendment 2008/09

  1. What actions does a TPO prohibit?

The principal effect of a TPO is to prohibit the:

(1) cutting down,

(2) uprooting,

(3) topping,

(4) lopping,

(5) wilful damage, or

(6) wilful destruction…

…of trees without the LPA's consent. The cutting of roots, although not expressly covered above, is potentially damaging and so requires the LPA's consent.

  1. Define ‘tree’

The term 'tree' is not defined in the Act, nor does the Act limit the application of TPOs to trees of a minimum size. Fruit trees, for example, may be included in a TPO provided it is in the interests of amenity to do so. But for the purposes of the TPO legislation, the High Court has held that a 'tree' is anything which ordinarily one would call a tree

  1. Name 3 considerations in an amenity valuation

  • (1) Visibility: the extent to which the trees or woodlands can be seen by the general public will inform the LPA's assessment of whether its impact on the local environment is significant. If they cannot be seen or are just barely visible from a public place, a TPO might only be justified in exceptional circumstances; 

  • (2) Individual impact: the mere fact that a tree is publicly visible will not itself be sufficient to warrant a TPO. The LPA should also assess the tree's particular importance by reference to its size and form, its future potential as an amenity, taking into account any special factors such as its rarity, value as a screen or contribution to the character or appearance of a conservation area. As noted in paragraph 3.2 above, in relation to a group of trees or woodland, an assessment should be made of its collective impact;

  • (3) Wider impact: the significance of the trees in their local surroundings should also be assessed, taking into account how suitable they are to their particular setting, as well as the presence of other trees in the vicinity.

  1. What are the different types of TPO, and how are they indicated on a plan?

The trees or woodlands to be protected must be specified in the 1st Schedule of the TPO and their location shown on a map which is also included in, or annexed to, the TPO. The scale of the map (ideally an up to date Ordnance Survey map) must be sufficient to give a clear indication of the position of the trees or woodlands (1:1250 will usually be sufficient for trees or groups of trees; 1:2500 will usually be sufficient for woodlands)

The Model Order provides that trees may be specified:

(1) Individually (each tree T1, T2 etc encircled in black on the map)

(2) By reference to an area (the boundary of each area A1, A2 etc indicated on the map by a dotted black line)

(3) In groups (each group G1, G2 etc shown within a broken black line), or

(4) As woodlands (the boundary of each woodland W1, W2 etc indicated by a continuous black line)

Any combination of these four categories may be used in a single TPO.

  1. What are the 2 main problems with ‘Area’ TPOs?

There is no requirement in the Regulations to describe the trees in the 1st Schedule and plot them on the map with pinpoint accuracy. But if a tree is cut down apparently in contravention of the TPO, the LPA may find it difficult to bring a successful prosecution if they cannot show clearly that the TPO relates to the tree it was intended to protect

Also only protects trees that were there at the time – Area TPO’s may be 50 years old – difficult to prove trees were actually protected, advise is that Area TPO’s should be temporary

  1. What is a Section 201 Direction?

If it appears to the LPA that a TPO should take immediate effect they may include in the TPO a direction applying section 201 of the Act (a 'section 201 direction'). The TPO takes effect on the date specified in the direction (which usually coincides with the date on which the TPO is made). But the TPO takes effect on a provisional basis only. It still needs to be confirmed by the LPA. If the TPO is not confirmed within six months of the date on which it was made, the provisional protection given by the section 201 direction comes to an end, although the LPA are not prevented from confirming the TPO after the six month period

  1. What is a Regulation 3 Notice?

Under regulation 3 of the 1999 Regulations, the LPA must, on making a TPO serve on the owner and occupier of the land affected by the TPO:

(1) A copy of the TPO, and

(2) A notice ('a regulation 3 notice') stating

(i) The LPA's reasons for making the TPO

(ii) That objections or other representations about any of the trees or woodlands specified in the TPO may be made to the LPA,

(iii) The date, being at least 28 days after the date of the regulation 3 notice, by which any such objections or representations must be received by the LPA, and

(iv) The effect of the section 201 direction if one has been included in the TPO.

Model Regulation 3 Notice

IMPORTANT THIS COMMUNICATION MAY AFFECT YOUR PROPERTY

TOWN AND COUNTRY PLANNING ACT 1999

TOWN AND COUNTRY PLANNING (TREES) REGULATIONS 1999

Tree preservation order: [title]

[name of Council]

THIS IS A FORMAL NOTICE to let you know that on [insert date] we made the above tree preservation order.

A copy of the order is enclosed. In simple terms, no one is allowed to cut down, top or lop without our permission any of the trees described in the 1st Schedule of the order and shown on the map.

Some information about tree preservation orders is in the enclosed leaflet, Protected Trees: A Guide to Tree Preservation Procedures, produced by the Department of the Environment, Transport and the Regions.

We have made the order because [give reasons].

[The order came into force, on a temporary basis, on [insert date], and will remain in force for six months. During this time we will decide whether the order should be given permanent status.]

People affected by the order have a right to object or make comments on any of the trees or woodlands covered before we decide whether the order should be made permanent.

If you would like to make any objections or comments, please make sure we receive them in writing by [insert date give at least 28 days from the date of the notice]. Your comments must meet regulation 4 of the Town and Country Planning (Trees) Regulations 1999 (a copy is attached). Please send your comments to [name and address of LPA officer]. We will carefully consider all objections and comments before deciding whether to make the order permanent.

We will write to you again when we have made our decision. In the meantime, if you would like any more information or have any questions about this letter, please contact [name, address and telephone number of LPA officer].

Dated: [insert date]

Signed: [Council's authorised officer] on behalf of [Council's name and address]

  1. How long do people have to object to a TPO?

‘At least 28 Days’

  1. What are the permissible ways of serving a TPO?

The LPA may confirm the TPO either: 

(1) by delivering the documents into the hands of the owner or occupier

(2) by leaving the documents at the usual or last known place of abode of the owner or occupier

(3) by pre-paid registered letter or recorded delivery to the usual or last known place of abode of the owner or occupier

  1. Who must it be served to?

As soon as practicable after confirming a TPO the LPA must notify the owners and occupiers of land affected by the TPO. This requirement extends not only to the owner and occupier of the land on which the trees are situated, but also the owner and occupier of any land adjoining the land on which the trees are situated

  1. Name 5 possible reasons for a legitimate objection to a TPO

Objections and representations can be made on any grounds, for example: 

1) challenging the LPA's view that it is expedient in the interests of amenity to make a TPO

2) claiming that a tree included in the TPO is dead, dying or dangerous

3) claiming that a tree is causing damage to property

4) pointing out errors in the TPO or uncertainties in respect of the trees which are supposed to be protected by it, 

5) claiming that the LPA have not followed the procedural requirements of the Regulations.

  1. What is significant about TPOs issued pre – 12th March 1975?

TPOs made and confirmed before 1975 prohibited the cutting down, topping, lopping or wilful destruction of trees. They did not prohibit the 'uprooting' or 'wilful damage' of trees because these acts were not included in the Model Order until 12 March 1975. If the LPA have not yet varied their TPOs preceding this date to ensure they cover uprooting and wilful damage, they should consider doing so

  1. What is the exact wording of the duty placed on LPAs in terms of trees and development?

‘…to ensure they make adequate provision for the preservation and planting of trees when granting planning permission by imposing conditions and making TPOs.’

  1. When an application for Full Planning Permission is submitted what information should be on the site plan?

The LPA should obtain an accurate site plan showing the proposed siting of structures, the existing contours of the ground and any proposed alterations in ground level. The plan should provide details of all existing trees including their crown spread, indicating those to be retained and those to be felled. Areas to be set aside for new planting should also be shown. In addition, the LPA may require details of trees and other landscape features on land adjacent to the development site which might be affected by the development or might be useful for screening or other purposes. Further detailed guidance is given in British Standard 5837:1991, Guide for Trees in Relation to Construction.

  1. How close to ancient semi-natural woodland can a developer go without needing to consult the Forestry Commission?

> 500 metres

  1. What is the difference between a planning condition and a planning obligation? Give 2 examples of each.

Conditions: Perceived as ‘Imposed’ - The LPA's ability to impose conditions on a planning permission enables many development proposals to proceed which would otherwise be refused. The sensitive use of conditions can improve the quality of development control and enhance public confidence in the planning system. In the Secretary of State's view, planning conditions should only be imposed where they are both necessary and reasonable, as well as enforceable, precise and relevant both to planning and to the development to be permitted.

e.g.1 - When granting full planning permission, conditions may be used, for example, to require the erection of protective fencing around trees during the course of development or restricting works which would adversely affect them

e.g.2 - Planning conditions should be used, where appropriate, to secure the planting and establishment of new trees. A condition may also provide for the protection of the planting area during development operations, maintenance of the trees during the first few years (the number of which should be specified) and the replacement of any trees which are removed or die within that time.

Obligations: Perceived as ‘agreed’

As well as being able to grant planning permission subject to conditions, the LPA may seek to enter into a planning obligation with a developer regarding the use or development of the land concerned.

A planning obligation may: 

(1) restrict the development or use of the land, 

(2) require specified operations or activities to be carried out on the land, 

(3) require the land to be used in a specified way, or 

(4) require payments to be paid to the LPA as a single sum or periodically

e.g. - For example, where a site includes woodland or open space which would be lost if a development proposal went ahead, the LPA may wish to seek agreement from the developer to provide some form of replacement facility on the site or on other land over which the developer has control. It may not be essential to provide an exact substitute: a woodland walkway, for example, may in some cases be an acceptable replacement for a green space. But there should be some relationship between what is lost and what is replaced, in scale as well as in kind. DETR welcomes the use of planning obligations by some developers in creating nature reserves, planting trees, establishing wildlife ponds and providing other nature conservation benefits

  1. What does Section 206 of the Act relate to?

Dead, dying or dangerous trees do not require consent to cut down, but section 206 requires a replacement tree to be planted in place of the removed tree when outside a woodland.

  1. What are the 3 main exemptions from the need to submit an application to remove a TPO’d tree?

1/. Where the tree is dead, dying or diseased and therefore dangerous

2/. Tree work that complies with statutory legislation e.g. remove or restrict height of trees in accordance with Civil Aviation Act 

3/. Nuisance – in a legal sense, trees that are causing a nuisance to not require permission to be removed – ‘Actionable Nuisance’ – i.e. legal action

  1. List 4 others

1/. The LPA's consent is not required for cutting down or carrying out work on trees if required to implement a full planning permission.  For example, the TPO is overridden if a tree has to be removed to make way for a new building for which full planning permission has been granted

2/. If a fruit tree is protected by a TPO and cultivated in the course of a business, the LPA's consent is not required for cutting it down or carrying out work on it, as long as the tree work is in the interests of that business.

3/. The Environment Agency do not need to obtain the LPA's consent before cutting down or carrying out work on trees to enable them to carry out their permitted development rights

4/. Statutory Undertakers do not need permission if safety is a concern or if they need to check their pipes etc… (railway, light railway, tramway, road transport, water transport, canal, inland navigation, dock, harbour, pier and lighthouse undertakers, and undertakings for the supply of hydraulic power; electricity operators, public gas transporters, water and sewerage undertakers, telecommunications operators and the Post Office; the Civil Aviation Authority or any body acting on their behalf)

(In accordance with NJUG Volume 4)

  1. How much timber can be felled without the need for a felling licence?

5 cubic metres per calendar quarter (as long as no more than 2 cubic metres are sold)

  1. How big a diameter of tree can be felled in a thinning operation without the need for a felling licence?

Up to 8cm diameter when Felling

Up to 10cm diameter when Thinning

Up to 15cm diameter when Coppicing   (All at 1.3m)

  1. What 4 things must an application to carry out work on a TPO’d tree be?

(1) be made in writing to the LPA, 

(2) state the reasons for making the application, 

(3) identify the trees to which the application relates, by reference to a plan if necessary, and 

(4) specify the operations for which consent is sought.

(5) can also phase operations, i.e. over 5 years

  1. What are the 3 options an LPA has on receipt of an application?

(1) refuse consent, 

(2) grant consent unconditionally, or 

(3) grant consent subject to such conditions as they think fit

  1. What is an Article 5 Certificate?

In simple terms the effect of an article 5 certificate is to remove the LPA's liability under the TPO to pay compensation for loss or damage caused or incurred as a result of their decision when refusing consent or imposing conditions on an application to work a TPO’d tree. (On TPOs made before 2nd August 1999)

An article 5 certificate may be issued if the LPA are satisfied: 

(1) that their decision is in the interests of good forestry, or 

(2) that the trees, groups of trees or woodlands to which the certificate relates have an 'outstanding' or 'special' amenity value

  1. Do LPAs have to apply for consent to work on their own trees?

    No

  1. What are Conservation Areas, and what is the legislation that covers them?

‘Conservation areas are areas of special architectural or historical interest the character or appearance of which it is desirable to preserve or enhance. They are designated by LPAs and are often, though not always, centred around listed buildings. Other buildings and landscape features, including trees, may also contribute to the special character of a conservation area’ Trees in conservation areas which are already protected by a TPO are subject to the normal TPO controls. But the Town and Country Planning Act 1990 also makes special provision for trees in conservation areas which are not the subject of a TPO (Section 211 Notice)

  1. What is a Section 211 notice?

Under section 211 anyone proposing to cut down or carry out work on a tree in a conservation area is required to give the LPA six weeks' prior notice (a 'section 211 notice'). The purpose of this requirement is to give the LPA an opportunity to consider whether a TPO should be made in respect of the tree 

  1. What options are open to an LPA when in receipt of a Section 211 Notice?

(1) make a TPO if justified in the interests of amenity. The proposal would then have to be the subject of a formal application under the TPO, or 

(2) decide not to make a TPO and allow the six week period to expire, at which point the proposed work may go ahead as long as it is carried out within two years from the date of the notice, or 

(3) decide not to make a TPO and inform the applicant that the work can go ahead.

  1. What does Section 203 refer to?

Compensation in respect of tree preservation orders:

A tree preservation order may make provision for the payment by the local planning authority, subject to such exceptions and conditions as may be specified in the order, of compensation in respect of loss or damage caused or incurred in consequence—

(a) of the refusal of any consent required under the order, or

(b) of the grant of any such consent subject to conditions

  1. What does ‘destroy’ mean?

The Courts have held that you do not have to obliterate a tree in order to 'destroy' it for the purposes of the Act. It is sufficient for the tree to be rendered useless as an amenity or as something worth preserving.

  1. What happens about a TPO’d tree destroyed by strong winds?

The Courts have not resolved whether there is a duty to replace trees uprooted or destroyed in strong winds. The Secretary of State considers that the duty does apply in such cases, although the LPA may decide not to enforce the duty depending on the circumstances of the case

  1. What is a Section 207 Notice?

If it appears to the LPA that a duty to replace trees or woodlands has not been complied with, they can enforce the duty by serving on the landowner a notice under section 207 of the Act (a 'tree replacement notice'). A tree replacement notice has to be served within four years from the date of the alleged failure to comply with the duty (ie four years from the landowner's failure to plant the trees as soon as he or she reasonably could, not four years from the date of the removal of the trees

  1. Is a replacement tree (planted in accordance with a Replacement Notice) automatically covered by the same TPO?

The Act does not provide that trees planted in accordance with a condition are automatically protected by the original TPO. Where the felled trees comprise all or part of a woodland and the replacements are planted within the woodland area described in the TPO, the Secretary of State considers that the replacement trees are protected by the TPO. In other cases, though, a fresh TPO may be required to secure the protection of the replacements.

  1. What are the exceptions to the Right of Compensation after 2nd August 1999?

In deciding an application for consent under a TPO made on or after 2 August 1999 the LPA cannot issue an article 5 certificate. There is a general right to compensation. However, the TPO includes provisions which are intended to limit the LPA's liability to a fair and reasonable extent, and so the general right to compensation is subject to the following exceptions:

(1) no claim for compensation can be made if the loss or damage incurred amounts to less than £500; 

(2) no compensation is payable for loss of development value or other diminution in the value of land. 'Development value' means an increase in value attributed to the prospect of developing the land, including clearing it; 

(3) no compensation is payable for loss or damage which, bearing in mind the reasons given for the application for consent (and any documents submitted in support of those reasons), was not reasonably foreseeable when the application was decided; 

(4) no compensation is payable to a person for loss or damage which was (i) reasonably foreseeable by that person, and (ii) attributable to that person's failure to take reasonable steps to avert the loss or damage or mitigate its extent; 

(5) no compensation is payable for the costs incurred in bringing an appeal to the Secretary of State against the LPA's decision to refuse consent or grant it subject to conditions.

  • Addendum 2008 and 2009

    • Applications must include a sketch plan

    • Must include evidence if structural problems alleged

    • Must have diagnostic evidence of problems if health of tree is sited as a reason

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  • New Roads and Street Act 1991

The requirements are summarised in a Code of Practice, latest issue May 2002:

“Safety at Street Works and Road Works” – issued by the Secretary of State

  • The legislation requires an undertaker, and those working on its behalf, to carry out work in a safe manner, with regard to:

    • signing

    • lighting

    • guarding

  • The code is aimed primarily at operatives, but reminds managers and supervisors they have a responsibility to ensure all works and operatives are safe.

  • All road users should be informed well in advance of the size and nature of any obstruction.

  • Special consideration is required for disabled, elderly, children, prams etc.

  • Failure to comply is a criminal offence

  • Compliance with the code is taken as compliance with the legislation

  • The code does not apply to motorways or dual carriageways with hard shoulders – consult Chapter 8 of the Traffic Signs Manual

  • The Main Points

    • check (supervisor) for any restrictions – e.g. times of day

    • site specific risk assessment must be carried out

    • all personnel must wear hi-viz clothing – includes visitors

    • secure signs etc. from being blown over – not with kerbs, road pins

    • signs to be placed in accordance with distance guidelines

    • if on a footway, should minimise inconvenience to pedestrians – footway should never be restricted to less than 1 metre

    • check position, condition and cleanliness regularly

    • if temp. signs negate perm. signs – should be covered and Highway Authority informed

    • all signs (apart from those specifically for pedestrians) should be reflectorised

    • signs must accommodate traffic from all possible directions

    • must incorporate work areas and safety zones, plus any obstructions outside the main area – spoil heaps, parked plant etc.

    • signs may need duplication – always on dual carriageways

    • traffic control may be called for – traffic volume, road width

    • site should be inspected regularly if not in use

    • if conditions change so should signing

  • Site Layout

    • Works area – the actual excavation etc.

    • Working space – for storage and personal movement around the area

    • Safety Zone – between you and the traffic – to protect both – consists of

      • lead-in taper

      • longways clearance

      • sideways clearance

      • exit taper

  • if pedestrians are diverted into carriageway, there must be a safety zone between outer pedestrian barrier and traffic

  • dimensions are determined by speed limit – do not simply choose minimum distances - assess each site

  • where the carriageway width is so restricted as to prevent adequate sideways clearance, speed should be restricted to less than 10mph

  • Road Danger Lamps must be used at night on roads with a speed limit of 40mph and above – otherwise use discretion

  • provision of a ‘tapping rail’ must be considered – blind and partially sighted

  • temporary footways must always have rigid barriers

  • ‘END’ signs must be placed where work area is 50m or more, but not where all the following apply

      • no temp speed limit or other restrictions

      • 30mph or under

      • less than 20 vehicles in 3 minutes – both ways (400veh/hr)

      • less than 20 HGV per hour

  • when pedestrians are diverted to temporary footways – ramps must be provided for wheelchairs, pushchairs – should have a slip resistant surface and not impede the flow of water along gutters

  • Other Points

Highway Authority needs consulting where:-

  • closing the right hand lane of a dual carriageway

  • taking out of service pedestrian or cycle crossings

  • if the work site is on the approach to a traffic signalled junction

  • installing temporary traffic lights

  • disruption of traffic flow on a roundabout is likely

  • temporarily closing a cycle lane

  • if not wide enough for buses, public transport coordinator must be advised (min.6.75m two-way, 3.0m with traffic control)

  • railway company must be consulted if works are at or close to crossings, or queuing traffic could affect a crossing

  • you must be in a position to suspend work if necessary (e.g. bad weather) – may need additional signage, lamps etc.

  • must have a contingency plan in case of mechanical failure e.g. traffic lights not working

  • should have ‘Stop / Go’ boards as a back up

Plant Health Legislation

  • The Plant Health Act 1967

    • The primary piece of legislation covering plant health in Great Britain

    • Prescribes the Forestry Commissioners as the ‘competent authority’, who can:-

    • Make orders to prevent the introduction and spread of forestry diseases

    • Require local authorities to undertake certain works to prevent such a spread

    • It creates certain offences

    • And imposes certain fees

  • The Plant Health (Forestry) (Great Britain) Order 1993

    • Prohibits the landing of;

      • specified tree pests

      • specified trees

      • ‘relevant material’ – wood, bark, soil, growing medium, used forestry machinery

    • Lays down the conditions under which other relevant material may be permitted entry

    • Sets out the ‘protected zones’ for various pests, and prescribes conditions for their entry and movement within those zones

    • Prohibits the keeping, storage, sale or release of tree pests

    • Sets out conditions for sending relevant material to other Member States

    • Sets out rules for the registration of importers, forestry traders and producers

    • Sets out rules for the issue of ‘Plant Passports’

    • Sets out powers for inspectors to enter property and inspect goods, material

    • Prescribes offences and penalties for failing to comply with the order

    • It has been amended by various further orders in 1994, 95, 96, 98, 2001, 02, 04,05, 06, 07, 08, 09

    • The basic content remains the same – amendments are to accommodate new pests and or diseases as they arise

  • Other specific Orders and amendments include:-

  • The Watermark Disease (Local Authorities) Order 1974 (amended in 1992)

    • Sets out powers of LA’s to prevent spread of the disease

    • Can only exercise those powers in their own area

    • Officers may enter land to take samples if they suspect the disease may be present

    • Officer may take action himself or require the owner / occupier to do so

  • The Dutch Elm Disease (Local Authorities) Order 1984 (amended in 1988)

    • As for Watermark

  • The Treatment of Spruce Bark Order 1993 (amended 1994 and 2002)

    • Controls movement of spruce bark from areas affected by Dendroctonus micans, unless first treated

    • Permits movement of untreated bark to places where treatment can be carried out

    • Prescribes powers for inspectors

    • Creates offences and penalties

  • The Plant Health (Forestry) (Phytophthora ramorum) (Great Britain) Order 2002/04

    • Implements measures to prevent the introduction and spread of the disease

    • Regulates the import of trees, wood and bark of trees susceptible to the disease originating in those parts of the USA where the disease is known to be present

    • Provides for licences to import material for research purposes

    • Provides offences and penalties for failure to comply with the order

  • The Plant Health (Phytophthora kernovii Management Zone) (England) Order 2004

    • established a ‘management zone’ near Redruth in Cornwall

    • no person may move any susceptible material from inside to outside the zone

    • any beech, oak, rhododendron, tulip tree, Chilean hazel and certain magnolia

    • gave inspectors the right to close public footpaths

    • also to enter premises and seize material

    • offences can lead to a fine up to £5,000

  • The Plant Health (Forestry) (Amendment) Order 2006

    • added new requirements to protect against the introduction of the Oriental Chestnut Gall Wasp, Dryocosmus kuriphilus,

    • had become established in parts of Italy

    • requires imported plants of Castanea sativa to come from areas where the pest does not occur

    • it clarifies the definition of Russia

    • requires anyone notifying the Forestry Commission orally of a new pest to confirm it in writing

    • makes it clear that registered forestry traders must retain plant passports

  • The Plant Health (Forestry) (Amendment) Order 2008

    • added Thaumetopoea processionea - Oak Processionary Moth

    • and Gibberella circinata – Pitch Pine Canker

    • Oak Processionary Moth is not known to exist outside the EU, so controls only relate to the importation of susceptible material from other EU member states

    • all imported Oak trees must “ be accompanied by an official statement that they have been grown in a nursery, and that no symptoms of Thaumetopoea processionea have been observed at the place of production or in its immediate vicinity since the beginning of the last complete cycle of vegetation.”

  • The Plant Health (Forestry) (Amendment) Order 2009

    • prohibited the introduction and spread within the EU of Citrus Longhorn Beetle, but no actual measures were specified in respect of susceptible plant material entering the UK

    • introduced measures to prevent the introduction and spread of two forestry pests - the Emerald Ash Borer and the Siberian Conifer Silk Moth

    • prescribed landing requirements for host material of the former, principally trees and wood of Ash

    • amended the measures to permit the entry of oak trees of not more than 2 metres in height which have been grown in nurseries and which have been officially inspected and found free of any symptoms of Oak Processionary Moth

  • The Plant Health (Forestry) (Amendment) Order 2005 is documentation needed for the movement of certain plants and plant derived material within the European Community

    • ‘a label and, where appropriate an accompanying document, issued in the European Community containing the relevant information, which gives evidence that the provisions of the order relating to plant health standards and special requirements for plants and plant products moving within the EC have been complied with’

    • Must contain:

      • Details of plants covered – botanical names

      • Original supplier – unique letter or number code

      • Country of origin if originating outside the EC

  • Phytosanitory Certificate is documentation for plants and plant derived materials being imported from outside the EC. It is a declaration by the exporter that the plants or plant products have been inspected, and are free of any ‘quarantine’ pests, and practically free from other injurious pests, and that they conform to the plant health requirements of the importing country

  • Guide to Plant Passporting

    • within the single market plant health checks are focused on the place of production

    • there are no border checks on plants within EC

    • spot checks may take place

    • certain material requires a ‘Plant Passport’

    • ‘Plant Passports’ are required even within the UK

    • they are intended to ensure that only healthy plants are traded

    • those needing to be authorised are:

      • growers of listed plants

      • importers of plants

      • traders of plants when consignments are split

      • importers of certain propagating material (including seeds)

    • those who do not need to be authorised are:

      • retailers (providing they are not included above)

      • landscapers (providing they are not included above)

      • commercial growers solely of plants not requiring passports

      • individuals growing for own use

      • organisers / members of a gardening club

      • a customs clearance agent

      • a trader receiving plants passported down to their smallest tradable unit

      • you market only for amateur use

    • if you wish to issue Plant Passports your premises have to be inspected

    • routine repeat visits will be carried out to ensure compliance

    • there is a charge for the first inspection but not subsequent visits

    • even if you yourself are not authorised, you must

      • retain passports received for at least one year

      • report suspected pests or diseases immediately

      • issue other relevant supplier documentation

    • there is no standard plant passport, but it must contain certain information

    • there are 3 options in terms of format:

      • on a delivery note or other document travelling with the consignment

      • on labels attached to the plants and the delivery note

      • on labels alone

    • on a mixed consignment those plants requiring a passport must be clearly identified, by for example adding ‘PP’ or ‘P’, irrespective of numbers

    • designated ‘Protected Zones’ require passports for certain plants moving into and within them

    • if a trader splits or mixes plants a replacement passport will be required

    • if the passport itself cannot be retained (e.g. a label stuck to a crate) the information must be recorded manually or onto a computer log, providing it is accessible by an inspector

Tree Condition & visual tree inspection

Ever wondered what is considered when deciding if a tree is healthy, in an appropriate location, has a potential for causing damage or has an extremely high amenity value? Or what we are looking at when we visit your property to quote or create a tree rept. We at Liam McGough Tree services want to provide you with the best most up to date information to help you make informed decisions.  Tree Condition – Visual Tree Assessment

Visual Tree Assessment Summary:

  • Law requires a Duty of Care – Occupier’s Liability Act 1957/1984: Owner/occupier must take all reasonable steps to prevent reasonably foreseeable harm befalling anyone s/he could reasonably expect to be affected – by their acts or omissions

  • Value versus Risk – must be a foreseeable problem with a predictable target with reasonable action taken considering all this – no target = no risk

  • Two courses of action – Modify the tree, (reduce, brace, prop, monolith, fell); modify the target (move the bench, fence off tree, divert footpath, barrier plant)

  • Visual Tree Assessment – concept suggested by Claus Mattheck – based on certain principles:

  • The Axiom of Uniform Stress

    • Tree is a self-optimising mechanical structure

    • It is as strong as it needs to be

    • Seeks to have uniform stress over the whole structure

    • Economic use of material as possible

    • Can only do two things – grow more wood in heavily loaded areas; cease production of new wood in less heavily loaded areas

  • The Law of the Minimal Lever Arm

    • Tree will seek to minimise forces of leverage exerted on it

    • Leverage exerted by wind and gravity

    • Tree will try to be in a state of equilibrium that requires minimum effort to maintain

    • Adapts shape and reinforces parts as required in accordance with the Axiom of Uniform Stress

    • Reduction of leverage is done through adding strength where required, or flexing, bending or ultimately snapping. Trees combine the two

    • Biological and mechanical requirements also change a tree’s growth through external stimuli i.e. geotropism, phototropism, hydrotropism, thigmotropism, (touch) and chemotropism]

Visual Tree Assessment Principles

  • It starts as you approach the tree – body language – safe to walk underneath?

  • Shape – leaning (rectified?) – spaces in crown – Stag’s horns – no buttresses (buried rootplate) – bulges – loose bark – abnormal leaf colour – cracking – cavities – fibre buckling – ribs – Bottle butt – included bark – decay fungi – ivy – bleeding etc -  Biological and Structural problems

  • 3 stages of VTA – Visual for obvious symptoms or defects – outside the tree; Further examination if required – inside the tree; Measurement of remaining parts of tree – t/R ratio – how strong is the remaining wood?

Decay Detection Equipment In Order of Use:

Stage 1: Eyes/ Ears / Binoculars: Biological indicators – Foliage size, colour, distrucution – Upper Crown extension growth, vigour, fungal bodies. Mechanical indicators – Branches hazard beams, end loading, subsiding, fibre buckling – Stem splits, cracks, ribs, bulges, ‘bottle-butt’, fungi, exudates – Ground level soil heave, cracks, compaction, waterlogging

Stage 2: 

  • Mallet: Areas of loose bark, differences in sound indicating cavities

  • Probe: Explore extent of cavities – determines wet or dry

  • Resistograph: measures changes in torque required to drive a 3mm micro-drill into tree at constant speed – measures changes through cavities or changes to wood structure

    • Advantages: Relatively cheap; only a small hole is made in the tree; can detect cavities and different strengths of wood; can detect trends of strength through the tree cross-section

    • Limitations: Only measures changes where physically placed; invasive nature could lead to initiation of latent decay fungi or present entry point; limited to length of probe; values are not related to breaking strength; tendency for probe to deviate

  • Shigometer: Measures the different resistances to an electric charge passing through sound / decayed wood or cavities

    • Advantages: Allows mapping of decay zones

    • Limitations: Provides no information about the strength of the wood; Only effective when wood is at or above fibre saturation 

  • Thermal imagery: detects changes in temperature associated with decayed wood – produces instant colour image of the tree highlighting areas for concern

  • Pulling Test: applies a measured load to the tree via a winch and measuring the degree of deformation in terms of fibre stretching and change of stem angle. Values are compared to ‘standard’ data for species and sizes

  • Stress wave timer (i.e. Picus): Measures the travel of sound waves through a tree – the slower the waves travel the greater the decay

    • Advantages: No limit to size of tree; Useful for detecting butt-rott; damage confined to outer wood

    • Limitations: Expensive; only detects decay at point of measurement; insertion of probes causes damage to tree; unable to detect certain types of decay at an early stage (i.e. Kretzshmaria deusta); requires professional analysis of data – not enough data currently available to draw accurate conclusions; values not related to breaking strength

  • Fluorometer: Chlorophyll Fluorescence measured to assess the health and vitality of a tree, and results drawn can indicate certain nutrient deficiencies or simply an overall measurement of the tree’s photosynthetic processing, leading to an assessment on health – useful to assess high vigour stock from nurseries more suitable for street planting for example – non-invasive!

Stage 3: To determine strength of remaining wood, if remaining wall has a t/R ratio of 0.3 or more, with a full crown:

  • Increment borer: Extracts a 5mm core from remaining wall.

  • Fractometer: measures bending and breaking strength of remaining material, values compared against examples from sound timber of that species.

    • Advantages: Modest cost; directly measures stiffness and strength; accurate map of strong and weak zones; differences between strength and stiffness can be stated.

    • Limitations: damages sound wood, perhaps allowing extension of decay .

Pests and Diseases:

Stress: When a system is pushed close to the limits it is designed for (recoverable) i.e. temporary wilting point.

Strain: When a system is pushed beyond those limits (not recoverable) i.e. permanent wilting point.

Trees are a ‘generating system’ – create new material in response to stress providing they have reserves – contain and move on, but injury will always be there (Humans / animals are ‘regenerating system’ cells can repair and heal.

CODIT – compartmentalisation of decay in trees – in response to injury:

1/ Strengthens existing barriers

2/ Creates new barrier

3/ Continues to grow

Walls

‘VISO’

Response – ‘VARC’

Wall 1

Vertical (easiest way for pathogens to travel – xylem / phloem)

Vessels – Blocked with parenchyma (process is called tyloses)

Wall 2

Inwards

Annual Rings – Phenolic compounds, tannic acid (fungally resistant materials)

Wall 3

Sideways

Rays – same as above plus suberin

Wall 4

Outwards

Cambium – annual growth rings

Helping CODIT:

  • Formative pruning when tree is vigorous

  • Pruning to branch collar

  • Minimal pruning

  • Pruning in summer

  • Awareness of species response

Biotic Stress Factors: Mammals – man, voles, rabbits, hares, deer, birds (woodpecker boring, marking, bullfinch nipping buds), insects (Biting – consumes a part of the tree; sap-suckers tap into phloem for sugary sap i.e. aphids), bacteria (exist within vascular system, exude methane – methane expands up to 4 times and pushed yeasts and exusion through lenticels), fungi (exist in or around cells, steal energy and compromise health and structure when taking what they need in the case of parasitic fungi)

Abiotic Stress Factors: Non-living – Extremes of weather, soil conditions, chemicals / pollution, mechanical damage; sunlight

Stress occurs when the tree’s living processes are impaired or damaged. i.e. the tree’s ability to carry out photosynthesis, transpiration, respiration, translocation, storage and reproduction. Stress is a reversible condition. Unresolved stress becomes strain. Strain is an irreversible condition, resulting in death of part of, or the whole tree, depending on severity and the part of the tree affected. Biotic and abiotic factors are distinguished in classic plant pathology as ‘parasitic’ and ‘non parasitic’: essentially ‘living’ and ‘non-living’, although not all living agents are parasitic. Weeds competing for available water for example, will lead to stress for the tree, although they are not taking their sustenance directly from the tree. 

Abiotic agents (including results of human in/activity) are:

  • Drought

  • Flooding / waterlogging / perched water table

  • Frosts (early / late)

  • Extremes of heat and cold

  • Wind – including coastal salt laden

  • Hail / snow / ice

  • Lightening

  • Chemicals – road salt, herbicide

  • Mechanical damage - strimmer / mower

  • Vehicular damage

  • Compaction / capping

  • Dust deposits

  • Nutrient deficiencies

  • Extremes of pH

  • An excess of nutrients, gases and other pollutants in the soil

  • Poor aftercare – irrigation, weed control, ties not adjusted / removed

  • Fire

  • Poor hygiene

Biotic agents:

  • Mammals – including man

  • Birds

  • Biting insects

  • Sucking insects and mites

  • Nematodes

  • Fungi

  • Bacteria

  • Mycoplasmas and spiroplasmas

  • Viruses

  • Parasitic plants (e.g. Viscum album – strictly a hemi-parasite)

  • Climbing plants (e.g. Hedera, Lonicera)

  • Weed competition

Stress is often cumulative; stress from whatever cause will often lead to further stress from another cause. In this way stress caused by abiotic agents will often be instrumental in stress caused by biotic agents. A tree already weakened by whatever cause is more likely to be attacked.

Examples of how these two factors are linked include the following:

1. Exposed sapwood / heartwood - Caused by:

  • Mechanical damage, pruning, wind, snow, lightening, fire - Leading to:

  • Attack by airborne bacteria such as Erwinia amylovora, and fungi such as Ganoderma, and Laetiporus

2. Exposed sapwood - Caused by:

  • As above - Leading to

  • Attack by fungi such as Polyporus and bacteria as above

3. Stressed branches / stems - Caused by:

  • Root damage or death associated with compaction , flooding, gases in the soil, weed competition, herbicides - Leading to:

  • The development of fungi such as Piptoporus and Daldinia

4. Waterlogged conditions - Caused by:

  • Drainage operations (or lack of), excessive rainfall, compaction, perched water table - Leading to:

  • An increased risk of Phytophthora due to increased levels of ethanol, as a bi-product of anaerobic respiration

5. Prematurely removed leaves - Caused by:

  • Strong winds - Leading to:

  • Ideal entry points for the airborne bacteria of Xanthomonas populi

6. Neglecting to disinfect pruning tools between infected trees - Leading to:

  • The spreading of infection such as Erwinia amylovora from one tree to another

7. A cool wet spring will increase the prevalence of Taphrina deformans, since the over-wintering fungal spores will infect new leaves and shoots more readily.

8. Hot dry summers are linked with the spread of Cryptostroma Corticale, (as are Grey Squirrels who it is thought may help to spread the fungal spores from one tree to another under their claws.)

9. Certain conifer stumps left untreated after felling, such as Pinus sylvestris, will allow infection by the spores of Heterobasidion annosum.

10. Dense Ivy growth in the crown of a tree, or large areas of Mistletoe may add significant weight to the tree and also increase sail area, therefore leading to an increased likelihood of wind damage.

11. The activity of heartrot fungi which hollow out the stem of a tree would also ultimately increase the chance of failure as a result of wind.

12. Rainsplash will spread Fireblight and Bacterial Canker.

13. Wind will carry fungal spores and insect vectors. Insect vectors will carry fungal spores e.g. Scolytus scolytus.

14. Failure to clear fallen leaves, though not a stress factor in its own right will encourage re-infection by Rhytisma acerinum.

15. Transplanting shock is a contributory stress factor in the development of Vertcillium Wilt.

16.‘Pot-bound’ stock, if the roots are not teased out or removed, is likely to ultimately be unstable and prone to windthrow.

17. Overthinning or excessive crown reduction on a thin barked tree, such as Beech, may lead to sun -scorch, death of cambium.

18. Beech trees affected by Cryptococccus fagisuga, Felted Beech Scale, are more likely to be colonised by Nectria fungi.

19. Mulch mats, particularly those made from black polythene, can cause stress by overheating the rootzone of newly planted trees and they also provide an ideal, protected habitat for voles, allowing them to damage the bases of newly planted trees without detection.

20.Tree shelters can sometimes create an excessively humid environment around recently planted trees, thereby inhibiting oxygen levels around the stem of the tree required for respiration and leading to a higher incidence of mildew, which inhibits photosynthesis. They also stimulate weed growth, and ant nest construction.

21. Deep snow may enable rabbits to reach over spirals / shelters and cause damage.

22. Woodpeckers excavating moth and beetle larvae may cause sufficient structural damage to small limbs to render them unstable in strong winds.

23. Compaction can lead to the debilitation or death of myccorhizal fungi which are believed to inhibit the spread of Armillaria into root tissue.

24. Fire damage is linked with the development of Daldinia concentrica

25. Excessive use of farmyard manure and other organic mulches and their association with higher levels of carbon dioxide in the soil due to the activity of bacteria, reducing respiration, also stimulates the production of Phytophthora zoospores

26. Urban trees stressed by excessive pruning, root damage / severance etc are more prone to exploitation by Eucalypterus tiliae and Pulvinaria regalis.

Fungal strategies: Heart Rot

  • Enter through wounds

  • Specialist fungi – exist in harsh environment; little oxygen; high in lignin and tannin – Ganoderma Spp, Laetiporus sulphureus

Sapwood Exposed:

  • Opportunists – land on exposed sapwood / wounds

  • Polyporous squamosus

Sapwood intact:

  • Or ‘latent decay strategists’ 

  • No need for exposure – remain dormant in transport system of tree until stress

  • Piptoporus betulinus / Daldinia concentrica

Active parthenogenesis:

  • An invade healthy cells and attack cambium

  • They take in their own oxygen supply so can exploit environments without oxygen

  • Quick death is usual

  • Armillaria mellea / Heterobasidion annosum

Saprophytic

  • Colonisation of deadwood

  • Desiccation tolerant

  • Bjerkandera adusta / Coriolus versicolor

Types of decay:

White Rot

  • Caused by fungi that prefer lignin – the ‘glue’ in the tree

  • Compressional strength removed, good tensile strength as cellulose still present

    • Type 1: Selective Delignification

      • Early stage – lignin broken down in middle lamella or secondary wall

      • Later stage – individual cells become separated from matrix – vessels left so wood is in strands

      • Result is ductile fracture (like breaking a bread roll – breaks more gradually and at higher bending loads)

    • Type 2: Simultaneous Rot

      • Lignin and cellulose and hemicellulose broken down at approx same rate

      • Brittle fracture

      • Inonotus hispidus

Soft Rot

  • Hyphae tunnel up and down secondary wall

  • Acts as a more benign form of brown rot

  • Brittle Fracture eventually

  • Kretzshmaria deusta

Brown Rot

  • Cellulose gone

  • Poor tensile strength but still compressional as lignin still present

  • Brittle fracture – like a biscuit will just snap – little warning

  • Caused exclusively by Basidiomycetes and mostly polypores (brackets)

  • Mostly brown rot in conifers – rarely get white rot

Planting Site: Indicated problems, symptoms and appropriate solutions:

1) Poor soil

Problems:

  • Compaction, pedestrian and vehicular, therefore poor water and air percolation

  • Surface capping, therefore poor water and air percolation

  • ‘Perched’ water table – localised impermeability – ‘plough pan’ / ‘iron pan’

  • Impermeable surface coverings leading to reduced soil quality

  • Lack of topsoil – limited rooting depth

  • Low levels of nutrients, or excesses of certain nutrients

  • Presence of toxins on some reclaimed industrial sites e.g. arsenic, or roadsides e.g salt

  • Low in organic matter, and living organisms

  • Poor texture / structure – inability to ‘hold’ water

  • Extremes of pH – e.g. high, due to excessive amounts of cement rubble

  • Poor drainage - waterlogging – reduced oxygen - anaerobic respiration

  • Lack of mycorrhizae because trees not present on site before

  • Excessive weed growth / competition – conditions favouring deep rooted perennials

Symptoms:

  • Poor rate of growth – incremental and extension

  • Chlorotic, possibly leading to necrotic, foliage – leaves small

  • Wilting of foliage – possible early leaf abscission

  • Low levels of vigour, leading to susceptibility to other agents of disease / decay, such as insects, fungi, bacteria etc

  • Crown dieback

  • Excessive or uncharacteristic epicormic growth

  • Unusually prolific fruit / seed production

  • Brightly coloured fruits (Nitrogen deficiency)

  • Death of tree

  • Surface puddling / cracking

  • Lack or sickliness of other vegetation around tree

  • Foul smelling soil

Solutions:

  • Remove and replace

  • Cultivation to at least 600mm prior to planting

  • Decompaction using mole plough, ripper etc – on large planting sites

  • Correct storage of removed topsoil pending its return to the site – i.e. shallow heaped, not compacted, sown with a clover crop to increase levels of nitrogen

  • Installation of correct drainage

  • Mound planting

  • Use of ‘improved’ soils at time of planting e.g. ‘Amsterdam’ soil

  • Grilles around newly planted trees in areas frequented by pedestrians, or trees in raised beds

  • Adhere to BS 5837, NJUG Vol. 4 – avoid compaction / contamination

  • Avoid use of aggregates with ‘fines’ around trees

  • Amelioration – sand to open clays, OM to bind sand

  • Incorporation of water retentive gels

  • Organic (well rotted) or artificial fertilisers (slow release)

  • Introduce earthworms

  • Avoid use of additives excessively high in N – e.g. chicken manure

  • Import good quality, weed free top soil and ‘install’ correctly - i.e. avoid compaction or leaving air pockets, at the two extremes

  • Selection of appropriate species for prevailing conditions – use of nitrogen fixers, pioneer trees, -those tolerant of wet conditions, particular pH etc.

  • Air injection / spading around existing trees

  • Radial trenching

  • Mulch to reduce compaction and gradually improve nutrient levels

  • Addition of Mycorrhizal spores – leaf mould or proprietary mixes

  • Don’t clear away leaf litter

  • Reduce competition for available water and nutrients – spray weeds with systemic herbicide, avoid a strict mowing regime where trees are in a grass sward

2) Pollution

Problems:

  • Road salt

  • Coastal salt laden winds

  • Gaseous atmospheric pollution – e.g. Carbon monoxide

  • Particulate pollution – e.g. smoke particles

  • Build up of dust deposits on demolition / construction sites

  • Spillage of toxic substances – e.g. diesel, oils, cement etc

  • Leakage of underground services – e.g. domestic gas

  • Presence of methane – associated with landfill sites

  • Leachates from landfill sites

  • Agricultural substances – slurry, silage effluent

  • Inappropriate (negligent or malicious) use of herbicides

  • Application of fungicides to amenity grass areas, killing Mycorrhizae

  • Excessive application of artificial fertilisers

  • Fly-tipping / thoughtless disposal of harmful substances – car batteries

  • Light pollution from street lamps

Symptoms:

  • ‘Scorched’ foliage

  • Physical presence of causal agent on or around the tree

  • Lack of or death of surrounding vegetation

  • Chlorotic or necrotic spots or entire leaves

  • Blocked stomata impeding photosynthesis and transpiration and therefore promoting wilt

  • Dieback of aerial parts

  • Death of cambium leading to areas of loose bark

  • Rank smelling soils

  • Reduced soil oxygen leading to reduced respiration, root death, crown dieback, and ultimately death of tree

  • Increased susceptibility to biotic agents of disease / decay

  • Stunted growth

  • Smaller, sparser foliage

  • Early abscission

  • Unseasonal growth encouraged by artificial light, possibly vulnerable to frost damage

Solutions:

  • Maintenance and repairs of offending services

  • Effective emission controls

  • Compliance with BS 5837 – toxic substances on development sites – washing off dust deposits from foliage

  • Correct capping of landfill sites – continuous and deep enough (min 1m)

  • Venting of gases

  • ‘Flushing’ of trees affected by road salt through irrigation

  • Minimal application of salt – correct calibration, training of operatives

  • Impermeable surface coverings, but on a highly permeable sub-base to allow lateral gaseous diffusion and water percolation

  • Uses of alternative methods / substances (non-toxic)

  • Use of tolerant species i.e. those able to resist pollution(Platanus spp.) and those better able to absorb and assimilate (Tilia spp.)

  • Use of salt tolerant species – Q. ilex, Pinus spp., H. rhamnoides

  • Use of species better able to perform anaerobic respiration – Salix spp.

  • Avoid drainage / run-off from hard surfaces towards bases of trees

  • Use mulching / mulch mats where possible as an alternative method of weed control around trees

  • Application of appropriate herbicides around trees (i.e. contact or systemic rather than residual) at appropriate rates and frequencies, by trained operatives

  • Careful positioning of street lights in relation to trees, and vice versa

3) Services

Problems

  • Leak of toxic substances at or below ground level

  • Root damage during installation / maintenance works

  • Stem and branch damage through careless impact by machinery

  • Stem damaged by leaning materials / securing plant / machinery overnight

  • Larger services acting as root barriers – restriction of available rooting area

  • Services installed within the top 600mm – direct competition for space

  • Overhead services contacting aerial parts of tree

  • Arcing from electricity cables

  • Absorption of residual herbicide by neighbouring trees through their excessive or inappropriate use, to keep areas such as sub-stations clear of weed growth

  • ‘Unprofessional’ pruning of trees to clear overhead services i.e. not in accordance with industry best practice, BS 3998

  • Safe access for maintenance pruning of trees, or their removal to below ground level

Symptoms:

  • Death of parts of, or whole trees due to root damage, removal, death

  • Tree instability i.e. soil cracks, root heave, through death or removal of roots

  • Ensuing biotic attack once tree has been weakened

  • Trees inappropriately pruned leading to a loss of amenity value

  • Abrasion to stem / branches

  • Scorch / burn damage to branches

  • Complete failure of tree – windblow due to root severance

  • Evidence of recent trenching

Solutions:

  • Better liaison between those responsible for tree maintenance and service providers.

  • Efficient maintenance of services

  • Use of flexible / seamless pipes / ducts

  • Compliance with BS 5837 and NJUG Vol. 4 – i.e. measures to minimise root damage within the Precautionary Area – hand digging, thrust boring etc.

  • Trenching along radii of roots if unavoidable, to minimise damage

  • Adherence to the recommendations of BS 5837 with regard to service installation on development sites

  • Separation of trees and underground services i.e. service strips and dedicated tree planting areas elsewhere

  • Trees in ‘containers’

  • Use of root deflectors / barriers at time of planting

  • All services installed below the depth of most root activity i.e. below 600mm

  • Phasing out of overhead services

  • Avoid interaction of trees and overhead services by either not planting or using only low growing species

  • Maintain ‘wayleaves’ in wooded areas

4) Poor planting and aftercare

Problems:

  • Planting pit too small – roots distorted

  • Glazed sides to planting pit

  • Topsoil not separated from subsoil

  • Roots allowed to dry out

  • Roots removed completely at time of planting to make the job easier / quicker

  • Damaged (or girdling) roots not removed at time of planting – xylem vessels not ‘re-opened’ – ‘pot-bound’ effect continues

  • Rough handling of rootballs leading to their break up and consequent root dessication

  • Planted too deep / too shallow

  • Backfill not sufficiently consolidated – leaving voids, or over compacted – excluding water and oxygen

  • Ties too loose / too tight / not sufficiently flexible / too low in relation to the top of the stake

  • High staking / stakes left in situ for too long

  • Lack of weed control or use of an unsatisfactory method i.e. excessive use of herbicide, strimmers causing stem damage

  • Lack of, or inappropriate irrigation

  • Poor, or no pest control (where needed)

Symptoms:

  • Poor growth (incremental and extension) / survival rates

  • Instability as a result of girdling roots / no roots

  • Exposed roots

  • Death of parts / whole tree

  • Abrasion or ‘strangulation’ damage to stem

  • Swellings above / below ties – ties ultimately becoming ‘included’

  • Base ring-barked – strimmer, rabbits, voles

  • Instability after stake removal

  • Excessive weed growth around base

  • Water puddling around base

Solutions:

  • Detailed planting specs. / method statements

  • Trained staff

  • Sides and base of pit forked to encourage root development

  • Square pits rather than round to discourage root girdling

  • Avoidance of ‘pot-bound’ stock – better specification / checking procedures

  • Bare roots kept covered at all times – polythene bags

  • Unplanted trees kept out of direct sunlight

  • Rootballed trees handled with care

  • __________Plant to ‘nursery line’

  • Low staking, ideally left for only 18 months

  • Use of flexible ties at the correct height (25mm from top of stake)

  • Ties adjusted / removed promptly

  • Implement the correct type of pest control / guards / shelters

  • Use strimmer guards / mulch to avoid strimming

  • Correct application of suitable herbicides or alternative methods, such as mulch or mulch mats

  • Weed control for a minimum of three years

  • Frequent irrigation with smaller quantities, rather than too much too infrequently, leading to wastage of water and leaching away of nutrients

In conclusion, many of the symptoms of ill-health displayed by trees could be attributable to a number of different causal agents. On occasions different damaging agents will act sequentially or simultaneously. In order to make the correct decision to deal with an existing problem, or prevent it from reoccurring in the future, it is necessary to accurately determine the cause, through adequate investigation, and then take the appropriate action.

Helliwell System

Various occasions when it may be necessary to carry out an amenity evaluation of individual trees:

  • When considering if the serving of a Tree Preservation Order (TPO) would be appropriate – a TPO should only be used if it is considered “expedient in the interests of amenity”, therefore ‘amenity’ must be assessed

  • Before confirming a TPO which has been served under a 201 notice as an emergency procedure, perhaps before having time to adequately assess amenity value – to confirm sufficient amenity value actually exists

  • When there is an objection to the serving of a TPO on the grounds that it is not expedient in the interests of amenity – for the above reason

  • When an application to carry out work to, or remove a TPO’d tree is received – in order to establish whether the proposed work / removal is justifiable in the light of the tree’s value, or whether three is of such value the application should be refused

  • When a 211 Notice is received in respect of a tree in a Conservation Area – in order to establish if the tree is worthy of protection with a TPO

  • When reviewing TPO’s – for example to see if trees in an ‘Area TPO’ are worthy of protection as individuals / groups

  • Where there has been unauthorised work to, or the destruction of a TPO’d tree – in order to decide on an appropriate financial penalty, should the matter be referred to the Crown Court, where the fine can be unlimited and the value of the tree is something that will be taken into account

  • Where a tree (not necessarily TPO’d) has been damaged / destroyed by a third party, and the owner of that tree is seeking compensation

  • When recommending appropriate action to abate the risk posed by a hazardous tree – a particularly high value may indicate that the ‘target’ rather than the tree should be modified

  • During the course of a mortgage report – the value of the tree may well influence any recommendations to reduce or remove the risk of future tree related structural damage i.e. address the structure rather than the tree

  • During the course of a subsidence investigation – for the same reason as above

  • When deciding / approving the routing of underground or overhead services – a more expensive installation route may be justified if the trees that will be damaged by the cheaper option, are of a demonstrably high value

  • When classifying trees for retention on a site of proposed development – as part of a BS5837 survey

  • When deciding appropriate financial penalties / replacement costs for trees damaged by service providers / developers

  • When calculating ‘added value’ to a site for sale, as development or amenity land

  • When bidding for a budget for the maintenance of a given population of trees – in order to justify certain expenditure

  • When deciding whether to brace or prop as opposed to branch removal, if there is perceived to be a chance of failure. A very high amenity value may justify the installation of artificial support to maintain that amenity value.

Monetary value in the Helliwell System:

Most evaluation procedures for amenity trees are in monetary terms because virtually all of the above examples have financial implications, whether that be for development value, financial gain through the contravention of a TPO, appropriate penalties for such action, or comparing the value of a tree with the cost of structural repairs, or service installation. Money is the common denominator between arboriculture and other professions.

Factors that are taken into account when using the Helliwell System:

The Helliwell System of amenity tree valuation is based on various factors, each needing to be assessed and awarded an appropriate ‘score’. The final figure, resulting from the multiplication of these scores, is then multiplied by the appropriate conversion factor (increasing annually in line with the Retail Price Index) and a final financial value arrived at.

The factors are as follows:

1) Size

  • this is measured as the area of the tree as seen from one side

  • if this varies from one side to another, an average should be taken

  • the height should be measured with a clinometer, and

  • multiplied by the average crown spread

  • the height of any clear stem is omitted

Obviously the larger a tree is, the greater is its amenity value is likely to be, therefore the range of scores is from 0.5 for a tree of between 2 and 5 sq.m., and 8 for a tree over 200sq.m. Trees with a size less than 2sq.m. are deemed to have no significant amenity value, and therefore score zero.

2) Life expectancy

  • guidelines are given as to the average life expectancies of trees commonly encountered

  • the actual age of the tree in question is estimated (possibly using Mitchell’s system)

  • this is subtracted from the expectancy, to give the length of the tree’s remaining contribution as an amenity

  • trees with less than 2 years expectancy are given a zero score

  • other factors are taken into account, such as

    • structural defects

    • pests and diseases

    • unfavourable location

3) Importance in Landscape

  • Takes into account the prominence of the tree in relation to

    • landform

    • buildings / structures

    • other trees

    • the number of people who can see it

  • trees in a public area will generally score higher than trees in a private setting

  • trees that cannot be seen from any public vantage point will score zero

4) Presence of other trees

  • the ‘visual area’ is decided on – not always easy

  • sometimes it is clearly defined e.g. a town square

  • if not, recommendation is for 50 hectares

  • it is as viewed from above, and calculates

  • the percentage of the area covered by other trees

  • the greater the percentage of other trees present, the lower the score for the tree being valued

5) Relation to setting

  • as a general rule, the best is the largest tree/s the available space will contain

  • a small tree in a large space will look insignificant

  • a large tree in a small space will be overwhelming

  • totally unsuitable trees will score zero

  • those that are particularly suitable scoring the most

6) Form or Shape

  • this is concerned solely with visual effect, not safety or longevity

  • it does not necessarily need to be ‘natural’ to be good

  • damaged or mutilated trees will not score well

CAVAT – Capital Assessment Value for Amenity Trees

The Full Method involves five steps, and sets of key variables:

  1. Basic value / unit value x size;

    • The basic value is calculated using trunk area as the key measure of size. The trunk area is calculated in the standard way, by using the measured trunk diameter or circumference, and converted to give the radius.

  1. Community Tree Index value / location, in terms of population and use, and accessibility:

    • There are two operations in step 2. Firstly, the basic value is adjusted to take account of the population density using the Community Tree Index, the second operation is to consider the relative accessibility to the public of the tree in its general locality.

  1. Functional value / functional status;

    • The CTI value is then reduced according to the surveyor’s expert assessment of the tree’s functionality, i.e. how well it is performing biologically, as against what would be expected of a well-grown and healthy tree of the same species and girth in that location.

  1. Adjusted value / amenity factors, both positive and negative;

    • The functional value is then adjusted to take into account the surveyor’s assessment of any  special amenity factors and also the tree’s appropriateness to the location.

  1. Full value / safe life expectancy.

    • Finally, the value is adjusted for safe life expectancy

TEMPO – Tree Evaluation Method for Preservation Orders

  • Assesses trees as to whether or not they are suitable for a TPO

  • Nationally recognised system, produced by an independent arboricultural consultant

  • Scores are allocated towards meeting certain criterial needs required to justify a TPO

  • The scoring produced by the valuation method indicates that any score between 11 to 14 points merits a “defensible TPO” 

  • and that any score over 15 points “Definitely merits a TPO”

Climate Change:

Possible consequences of climate change likely to affect the physiological processes of trees:

  • longer growing season – increased growth rates, earlier flower production / sexual reproduction, later abscission – shorter dormancy / transplanting bare-roots

  • warmer winters - reduced winter pest mortality – more sustained pest attack – defences under pressure – seeds requiring winter chilling to break dormancy compromised – germination affected – less need for roadsalt? –more positive affects on processes??

  • wetter winters – more waterlogging –incidence of Phytophthora etc. so defence again – anaerobic respiration anchorage compromised

  • drier summers – increased losses – drought stress – reduced water for all processes – increased pathogen activity – cell collapse / summer branch drop

  • drought / waterlogging – reduced soil fauna – less recycling of nutrients – photosynthesis, transpiration, translocation, storage

  • drought / waterlogging – root death, reduced storage respiration

  • increased wind – transpirational loss – windthrow / snap- exposed tissues – defence

  • more extreme precipitation events – more physical damage – windthrow – exposed tissues – defence

  • more southerly storm track – wind from an unaccustomed direction – no reaction growth

  • increased incidence of alien pests – no natural predation – cambial / sapwood damage – cell division, translocation affected – structural integrity of stems

  • increased populations of deer and squirrels – more browsing, gnawing, fraying, compaction – all processes

  • increased shading – reduced flowering, seed germination

  • more autumn frost damage- abscission not successfully completed before leaves shed

  • reduced mycorrhizae –reduced uptake of water and dissolved nutrients – all processes - increase in Armillaria

Measures that could help to retain trees in the urban environment:

  • subsidence - trees in ‘containers’

  • subsidence - plant away from structures likely to be affected by subsidence

  • lack of water - install irrigation systems, greater use of ‘grey’ water

  • lack of water – porous surface coverings, mulches

  • lack of water - expand use of lower water demanders

  • current provenances becoming unviable - introduce ‘tenderer’ species

  • increased risk from alien pests and diseases - greater import controls – frequency of inspections – tool sterilisation

  • increased damage from native pests (mammals) – greater population control – culling

  • increased damage from native pests (insects) – greater use of pesticides

  • greater co-operation between authorities – regional strategies

  • increased fear of structural failure – more pro-active pruning, use of lower growing species

  • higher incidence of wind damage – adopt a ‘short-term’ policy – replace before maturity – trees in groups – mutual protection

  • heat stress – non-reflective surface coverings

  • reduced period for planting bare roots – greater use of container grown specimens

  • enhanced risk of unpredictable tree failure – target ‘control’, exclusion

  • greater use of species varieties to offset adverse effects, ensure survival

Containerised trees

Physiological

Advantages:

  • growing medium precisely controlled – nutrient status

  • irrigation more precise

  • weed control easier

  • mulching easier

  • separated from soil contaminants such as roadsalt

  • separated from soil P and D – Armillaria, Phytophthora

  • less chance of compaction / root severance

  • less chance of stem impact damage

Disadvantages:

  • limited rooting area

  • drainage could be a problem – waterlogging

  • soil freezing

Structural

Advantages:

  • roots likely to be symmetrically distributed

  • reduced risk of root damage – trenching

Disadvantages:

  • root girdling

  • limited rooting volume – top heavy

Climate change / Global warming mitigation

  • drought – easier watering

  • waterlogging – easier drainage

  • subsidence – separated from soil

  • hotter – lends itself to exotics

  • pests – closer monitoring possible

  • Phytophthora - separated from soil

  • wind – smaller trees

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