Tree information and bat advice need to refer to the same features and proposed works. Before issuing instructions, connect the arborist’s tree schedule with the ecological evidence and current layout. A clear handover helps the specialists review the actual proposal while keeping tree assessment, bat assessment and work authorisation within their respective scopes.
Match the tree references
Check that tree identifiers match across the survey, schedule and works drawing. Explain any renumbering or grouping. A tree described as T12 in one report and T17 in another can cause a practical problem even when both documents concern the same feature.
Provide current revisions and the dates of the relevant reports. Ask the authors to explain uncertainties about location or scope; do not assume that a tree schedule contains all the ecological information needed for bat considerations.
Describe the proposed work precisely
State which trees or groups the works affect and provide the actual proposed works description. Distinguish removal, pruning and other interventions rather than using an ambiguous note such as ‘tree works’. Identify the design or access reason for the proposal.
Allow the arborist and ecologist to review their respective implications. This article does not tell readers to inspect cavities, remove bark, climb trees or search for bats. Natural England’s standing advice provides the professional context for potential effects on bats and their habitats.
Coordinate the decision and instruction
Record the advice received, any dependencies and the responsible person for the next instruction. If work scope, sequencing or access changes, refer the revised information to the specialists before assuming the earlier advice covers it.
Give the contractor the final agreed pack and the contact for unexpected findings or conflicts. Do not interpret an arboricultural recommendation as ecological clearance, and the handover itself is not permission to undertake work affecting protected species.
Information register
| Record | What should match? |
|---|---|
| Tree identity | Survey, schedule and drawing labels |
| Proposal | Precise work description and location |
| Advice | Scope, dates and relevant limitations |
| Instruction | Responsible contact and unresolved dependencies |
A practical example
Illustrative example: The architect’s layout changes a tree identifier after the ecologist issues the report. The coordinator adds a cross-reference schedule and asks both specialists to confirm the affected work proposal before the contractor receives an instruction.
Before the next issue
- Cross-reference tree labels between files.
- Describe the proposed works precisely.
- The relevant specialists have current drawings.
- Unresolved advice is visible in the register.
- The contractor knows the query contact.
For the relevant specialist scope, see tree survey, bat survey service.
Professional context: Natural England bat advice, Bat protection and licensing guidance.
To discuss the project information or review scope, contact ACP with the current proposal and the specific question that needs resolving.