This apprenticeship standard has been approved for delivery by the Institute for Apprenticeships and Technical Education. However, starts on the apprenticeship will only be possible once a suitable end-point assessment organisation (EPAO) has given an ‘in principle’ commitment to the Education and Skills Funding Agency (ESFA) to deliver assessments on this apprenticeship standard. Once the ‘in principle’ commitment has been approved by ESFA, funding for apprentice starts will be permitted and this message will be removed.
Managing peri-urban and urban trees.
This occupation is found in local authorities, highway authorities, private arboricultural consultancies, private commercial arboricultural companies, parks, arboretums, charities, housing associations.
The broad purpose of the occupation is managing peri-urban and urban trees including writing and implementing proactive strategic plans to enhance the environment to benefit people, air quality, biodiversity, amenity and the built environment, while mitigating risk to people, buildings and property from trees by coordinating proactive inspections and undertaking tree work operations within an appropriate time-scale.
An overarching focus of the role is being able to advise tree owners of how to ensure they are adhering to their Duty of Care while complying with relevant legislation, regulations and statute and common law. These include, but are not limited to, the Highways Act, Town and Country Planning Act, Countryside Act, Local Government (Miscellaneous Provisions) Act, Occupier’s Liability Act and Local and National Policy. Developing tree policies and strategies that can be adopted to provide management guidance and plans for individual tree management and can be relevant to a large geographic area which incorporate management of a large number of trees (e.g. highways, parks, estates, housing sites, etc.). Strategies would include emergency planning for extreme weather events and outbreaks of threats to the immediate and wider tree population - such as the identification of a pest, pathogen or disease.
Another key function of a Professional Arboriculturist is designing and specifying tree planting plans and advising planning policy related to trees on development sites. In their daily work, an employee in this occupation interacts with colleagues, the general public, stakeholders, clients, landowners, lawyers, insurers, contractors, politicians and civil servants. Other professionals that a Professional Arboriculturist will have regular contact with are highways engineers; town planners; utility providers and contractors; landscape architects; ecologists; architects; and street lighting engineers to name but a few.
An employee in this occupation will be responsible for:
Arboricultural manager
Contract delivery manager
Principle constultant
Principle tree officer
Senior arboricultural consultant
Senior arboricultural officer
Senior tree officer
Tree manager
Urban tree manager
| Duty | KSBs |
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Duty 1 Provide advice and consultancy about trees including tree management, health, the law, risk and the role of trees in development to the public, clients, other professions and colleagues. Advise on amenity, peri-urban and urban tree planting and management; trees with special value (e.g. ancient, historic context, rare, visually important) and the impact of developments and new infrastructure in relation to trees. |
K1 K2 K4 K5 K7 K8 K11 K16 K19 K20 K22 K25 K27 K31 K33 |
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Duty 2 Able to act as an expert witness on amenity, peri-urban and urban tree related matters. |
K2 K4 K5 K7 K8 K11 K16 K21 K22 K25 K27 K28 K33 |
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Duty 3 Advocate for incorporating professional tree expertise in green infrastructure design and peri-urban and urban planning. Contribute to green infrastructure innovations and actively promote the benefits of trees within planning policy including air quality. |
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Duty 4 Research, collect and interpret data on trees by recording and capturing data related to site factors, plant health, amenity value, natural capital, ecosystem services, suitability, risk, community perspectives, threats and historical value. |
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Duty 5 Contribute to the development and implementation of tree management plans and strategies, where applicable, incorporating reference to legislation, regulation, policy and best practice (e.g. national planning policy, local and regional planning policy) including resilience and emergency planning for extreme weather events. |
K2 K3 K6 K7 K8 K9 K10 K11 K12 K13 K15 K16 K17 K19 K20 K25 K27 K28 K29 K30 K31 S2 S3 S4 S5 S6 S8 S12 S13 S14 S15 S17 S18 S23 S27 S28 S29 S30 |
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Duty 6 Lead on delivering proactive tree management that includes managing quality of tree works (in accordance with 'British Standard 3998 (BS3998): Tree work Recommendations'), community/stakeholder engagement, environmental impact and health and safety. Reference to Duty of Care, Highways Act and New Roads and Street Works Act. |
K1 K2 K4 K5 K6 K9 K10 K13 K14 K15 K17 K18 K19 K23 K24 K25 K28 K29 K32 S1 S6 S8 S9 S12 S17 S18 S19 S20 S21 S23 S24 S25 S26 S27 S28 S30 |
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Duty 7 Manage amenity tree survey and inspection regimes taking into account duty of care and foreseeable risk to people, buildings and property to determine appropriate mitigation options. |
K1 K2 K5 K6 K8 K10 K11 K14 K16 K17 K20 K24 K25 K28 K32 |
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Duty 8 Survey and inspect trees in complex and unusual circumstances for example ancient or veteran trees, those that are rare, those that are of historical or cultural importance or those involved in subsidence. |
K1 K2 K4 K5 K7 K8 K11 K13 K16 K19 K20 K22 K25 K27 K30 K33 |
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Duty 9 Inform the development process by adhering to the Town and Country Planning Act while undertaking surveys and producing detailed 'British Standard 5837 (BS5837): Trees in relation to design, demolition and construction' reports, produce high quality plans and associated guidance for professional planners, architects and engineers in relation to trees, e.g. Tree Surveys, Arboricultural Impact Assessments (AIA), Arboricultural Method Statements (AMS), Tree Preservation Order and Conservation Area advice / guidance. |
K1 K2 K3 K4 K5 K8 K10 K11 K16 K17 K22 K25 K26 K30 K33 |
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Duty 10 Utilise tree data via defined software (Tree Management Databases, Computer Aided Design (CAD), Building Information Modelling (BIM)) and Geographic Information Systems (GIS) to inform strategic amenity tree management and policy to aid with influencing decision makers. |
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Duty 11 Evaluate and act in accordance with current legislation (statutory and common law), best practice, relevant case law and regulations related to trees. |
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Duty 12 Design and specify amenity, peri-urban and urban tree planting plans by incorporating ‘right tree, right place’ methodologies; identification of suitable sites; appropriate tree species selection; materials; planting and after care; biosecurity; provenance of tree stock; implementing knowledge of current National House Building Council (NHBC) guidance for trees in relation to buildings; and adhering to 'British Standard 8545 (BS8545): Trees: from nursery to independence in the landscape.' |
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Duty 13 Manage tree work operations such as felling, aerial pruning and planting; to include planning, resourcing, procurement (contract creation and tendering for contracts in line with UK and EU regulations and legislation) and management of contractors, health and safety, environmental considerations, access and quality enforcement with reference to BS3998, relevant legislation and regulations, Risk Assessment procedures and arboricultural best practice guidance. |
K1 K5 K9 K12 K13 K14 K17 K18 K23 K25 K26 K28 K29 K30 K32 |
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Duty 14 Identify and manage tree pests, pathogens and diseases including prevention, management of spread and regulatory reporting. Identify and evaluate future threats to UK trees. Manage the impact of tree pests, pathogens and diseases on amenity trees, human health, ecosystems and the wider environment. |
K1 K3 K5 K6 K7 K8 K13 K22 K27 K28 K33 |
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Duty 15 Manage the promotion of the organisation and its products and services. Manage relationships with members of the public, other professionals, other professions and key stakeholders. |
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Duty 16 Manage directly employed or contract workforce and volunteers, including work culture, workforce planning, motivation, quality, health and safety, skills, recruitment, retention, training and development. |
K1 K14 K16 K23 K24 K25 K28 K32 |
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Duty 17 Financial management to include budgeting, financial reporting and, where applicable, sourcing funding (for example Urban Tree Challenge Fund). Generate income including developing business cases, identifying market / audience, quality, customer service, managing targets and developing opportunities. |
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Duty 18 Manage systems and processes, including specialist tree management databases, to drive improvements and utilise relevant information to manage and influence organisational change, enhancing business performance and service delivery. |
K1: Techniques for undertaking tree works to industry safety standards, including British Standard 3998 (as updated), relevant to the site and operation including complex, valued and unusual trees.
Back to Duty
K2: Principles and regulation for managing trees in the context of design, planning and construction including British Standard 5837 (as updated) for the relevant site and operation, including complex, valued and unusual trees.
Back to Duty
K3: Factors for planting and establishing trees to independence in the landscape for example designations, soil type, landscape type, biosecurity, tree population resilience, ecosystem services and local ecology, safety standards and regulations, (for example British Standards 8545 as updated) and best practice guidance (for example from the Arboricultural Association, the Institute of Chartered Foresters, National Tree Safety Group, Forest Research)
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K4: Tree inspection and assessment methodologies and equipment including up to date available technology
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K5: Legislation, regulation and best practice guidance (for example from Arboricultural Association, Institute of Chartered Foresters, National Tree Safety Group) in relation to trees and their management.
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K6: Purpose and components of proactive tree strategy incorporating risk assessment methodologies and emergency planning for extreme weather events.
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K7: Tree classification, nomenclature (for natural and cultivated plants), species requirements, vulnerabilities and characteristics.
Back to Duty
K8: Benefits of trees for people, air quality, nature, the environment, ecosystem services and natural capital. The concept of green infrastructure design within planning and the role of trees in planning policy.
Back to Duty
K9: Woodland management principles and techniques for supporting amenity and biodiversity.
Back to Duty
K10: The role of policy and strategy in local, organisational and national governance.
Back to Duty
K11: Tree valuation methodologies, their benefits, weaknesses and use for different purposes.
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K12: Sources of funding and income for arboricultural activities (including grant funding) and techniques for writing businesses cases and grant applications.
Back to Duty
K13: Functions and value of tree management systems and software. For example: GIS, CAD, MS Products, Building Information Modelling (BIM)
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K14: Legislation, regulation and guidance in relation to Health and Safety for people, machinery, tools and equipment (for example Working at Height, LOLER, PUWER, AFAG, COSSH) to include principles of workplace risk assessment and management, and the production of method statements.
Back to Duty
K15: Methods for community and stakeholder engagement, their value and techniques for evaluating results.
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K16: Communication techniques (for example written, listening, oral) and tools (for example social media, presentation software).
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K17: The arboricultural profession and how other professions are, or could be, aligned with arboriculture.
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K18: Requirements of tendering and procurement processes. For example, rules of financial limits, legal challenge, managing contractors and or clients, and forms of contracts.
Back to Duty
K19: Soil science and interaction between trees, biotic factors and soil type.
Back to Duty
K20: Interaction of trees with the built environment including direct or indirect damage to infrastructure, SuDS (Sustainable drainage systems), rooting volumes, utilities and subsidence.
Back to Duty
K21: Responsibilities and requirements of acting as an expert witness including understanding the role of the expert witness in legal proceedings. For example, their duty to the court and being aware of CPR (Civil procedure rules) Part 35.
Back to Duty
K22: Properties of ancient trees, veteran trees and trees of historical or cultural significance and the implications for tree management and planning decisions.
Back to Duty
K23: Principles of managing organisational systems and processes.
Back to Duty
K24: Principles of managing people.
Back to Duty
K25: Principles of relationship management and techniques for managing own performance.
Back to Duty
K26: Principles of providing sales and marketing services to clients.
Back to Duty
K27: Principles of managing tree pests and diseases.
Back to Duty
K28: Principles of tree population management including survey and inspection regimes.
Back to Duty
K29: Principles of managing finances and budgets.
Back to Duty
K30: Techniques for creating and interpreting maps and plans.
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K31: Research, data collection and analysis techniques, including reliable sources of arboricultural information.
Back to Duty
K32: Principles of project management.
Back to Duty
K33: Tree structure, physiological and metabolic processes and implications for management.
Back to Duty
S1: Provide professional advice including on legal frameworks and environmental legislation.
Back to Duty
S2: Collect and evaluate arboricultural information and research papers including the identification and analysis of data trends.
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S3: Identify trees and their site requirements.
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S4: Create and interpret maps and plans.
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S5: Communicate technical and non-technical information using various methods and formats. Including verbal, written and electronic (methods) and graphs, tables, images and maps (formats).
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S6: Use GIS and CAD software.
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S7: Create business cases.
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S8: Interpret policy, legislation, regulation and organisational best practice.
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S9: Procure arboricultural services through a contract awarding or a tendering process.
Back to Duty
S10: Inspect trees in relation to abiotic and biotic tree health, structure, physiological condition and suitability for location.
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S11: Specify tree works to achieve defined objectives and which promote long-term tree health, quality standards, biosecurity measures, tree risk management and nuisance management.
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S12: Create a tree strategy to include application of tree risk management principles to inform decision making.
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S13: Apply tree valuation methods to inform decision making.
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S14: Specify tree planting and aftercare requirements. Including species selection, technical planting guidance and planting plans.
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S15: Identify existing and potential threats of tree pests and diseases; and plan management actions to prevent, treat and mitigate their impact on people, trees and habitats including any relevant legislation.
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S16: Choose the appropriate tree health and stability measuring and or monitoring technology (for example structural stability assessment equipment, biological activity monitors).
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S17: Manage own performance, identifying improvements and training requirements. Seek clarification when necessary, know limits of expertise and when specialist input is required.
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S18: Engage stakeholders impacted by changes to trees and manages their expectations.
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S19: Manage tree survey and inspection regimes for the strategic management of trees.
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S20: Find solutions in challenging and complex situations.
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S21: Lead and manage projects with multiple stakeholders.
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S22: Promote the organisation, products or services.
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S23: Assess and evaluate soil in relation to tree establishment, growth and health.
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S24: Manage employees, contractors or volunteers including compliance with employment legislation, health and safety, inclusion, performance, quality, training, recruitment, development and evaluation of processes to improve the efficiency and productivity of others.
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S25: Manage organisational systems. For example recording, monitoring or reporting systems.
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S26: Set, monitor and manage budgets
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S27: Manage professional relationships and interactions with others including negotiation, collaboration, advocacy, chairing and participating in meetings.
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S28: Advise on the management of trees in the context of design, planning and construction.
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S29: Advise on the management of trees in relation to the built environment.
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S30: Assess the type, purpose, benefits, condition and quality of woodland.
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B1: Act with integrity, for example being open and transparent in dealing with clients and stakeholders, including confidentiality.
Back to Duty
B2: Communicate respectfully with clients, stakeholders and colleagues and take into account diversity, inclusivity and equality.
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B3: Act in a professional manner including taking responsibility for own actions and being respectful of others.
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B4: Adopt and promote a safety culture within the organisation and act with regard to health, safety and wellbeing for self and others.
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B5: Embed sustainable working practices and systems aligned with carbon reduction targets and other environmental policies
Back to Duty
| High Level Qualification |
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BSc Arboriculture (integrated degree) Level: 6 (integrated degree) |
This standard aligns with the following professional recognition:
6
36
| Version | Change detail | Earliest start date | Latest start date |
|---|---|---|---|
| 1.0 | Approved for delivery | 12/11/2021 | Not set |
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