Assessing habitat parcels: strategic significance explained

To calculate the biodiversity value of a habitat, it’s important to assess its strategic significance. A habitat’s strategic significance takes into account both its type and its location. If strategic significance is high, then the habitat’s value will be uplifted by 15%. However, as this article explains, the opportunities for doing this are limited.

A habitat parcel is an area of habitat which is all of the same distinctiveness, condition and strategic significance. Strategic significance refers to the importance of a habitat parcel based on its location and type.

Each habitat parcel needs to be assessed both before, when the baseline habitat is surveyed, and after development, on or off site.

This flowchart sets out how to assess the strategic significance of a habitat parcel. It uses the tables, shown below, from the Statutory Biodiversity Metric User Guide.


Our blog, The Local Nature Recovery Strategy fails to deliver for Bristol assesses the implications of this for Bristol, which recently adopted the WECA LNRS.


These are the tables referred to in the flowchart:

Table 7: strategic significance categories where an LNRS has been published.

Table 8: strategic significance categories where an LNRS has not yet been published.

Replacing lost biodiversity: a missed opportunity for local offsetting?

When developers cannot meet their obligation to replace habitat lost within their development site, plus at least 10%, they may buy habitat units to offset this lost habitat. These habitat units are available in ‘biodiversity gain sites’.

This article was updated on 23 February 2025 to take account of the development of our new site which dynamically analyses the Biodiversity Gain Register and collates and summarises the published data:

The BGS Register

To date, 46 of these biodiversity gain sites (BGS) have been registered in England. They provide:

  • 1,376.7 hectares (ha) of baseline area habitat.
  • 32.76 kilometres (km) of baseline hedgerow habitat.
  • 11.37 km of baseline watercourse habitat.

The BGS sites cover 1,770.41 ha, though not all of this area is used for habitat improvement. 1,420.83 ha baseline habitats are made available for offsetting habitat loss caused by development elsewhere where this lost habitat cannot be replaced on the development site itself.

Distribution of biodiversity gain sites in England

19 of the 46 BGS sites are controlled by  RSK Biocensus Limited as the Responsible Body but are mostly owned by Environment Bank. One other is controlled by  Harry Ferguson Holdings (based on the Isle of Wight) as the Responsible Body, with the remaining sites under the control of various Local Planning Authorities (LPA) as the Responsible Body. We assume that the LPA sites have been created in order to deal with those local developments which require offsite mitigation. Nonetheless, these sites are also selling habitat to developers which require offsite mitigation but are outside the LPA boundary.

We also ask who is policing these sites to ensure that was has bee promised is being delivered? This must especially be the case for LPA sites given that the LPA cannot monitor itself?

In Bristol the LPA has delegated this function to neighbouring authorities using s.101 Local Government Act 1972 (the power for councils to delegate functions to other local authorities). – See 30 Sept 2024 Economy and Skills Committee notes – from paragraph 9. It will be interesting to see how this turns out. However, despite this, no BGS sites have yet been registered in the city, so it is hard to see how this initiative will be delivered where offsite mitigation is required.


The habitat improvement potential

These sites provide a total of 4,819.3 area baseline habitat units (HUs), 325.59 hedgerow baseline HUs and 105.6 watercourse HUs – we have assumed that all the sites have low strategic significance and that the watercourse habitats are free of encroachment.

We have been able to calculate the improved habitat units being created but not the improved habitat units being enhanced. This is because the parameters upon which these baseline habitats are being improved have not been identified.


The take up to date

So far, 31 of these 46 BGS sites have been used by 59 LPAs to allocate lost habitat caused by 85 developments. The majority of habitats are Other neutral grassland and the remainder are Lowland meadows, Traditional orchards, Floodplain wetland mosaic and CFGM, Mixed scrub, Woodland and forest and Hedgerow habitat.

To encourage developers to choose sites as close as possible to the habitat loss, they don’t need to pay a ‘spatial risk’ penalty if the biodiversity gain site is within the same Local Planning Authority (LPA) as the development. However, if the biodiversity gain site is outside the LPA for a particular development, the developer must pay a penalty when calculating the number of habitat units to be offset. If the site is in an adjacent LPA, the penalty is 25%. If it is farther away, the penalty is 50%.

Unfortunately, it appears that developers are not using BGS within their LPA areas (if available) for offsetting but are paying the spatial risk premium, though perhaps this is because they have no choice as there are no local BGS sites available.

Our analysis shows that, to date, the average distance between the centre of the LPA* where the habitat was lost and where its loss is offset is 80.1 km, with the greatest distance between loss and replacement being 344.8 km. Only six sites are within 10 km of the site of the habitat loss, while 23 are over 100 km away.

* It is difficult automatically to calculate the exact site of the habitat loss on the basis of the information provided. If at least Post Codes were provided, this would be possible.

What is particularly notable is that many of the development sites we have examined appear to be in locations where there should be ample opportunities for local habitat to be improved, but nothing has been done to realise this. Even the South Downs National Park LPA has allowed the replacement of habitat lost in two applications on the same site under its care near Petersfield to be exported to a site some 67 km away near Lewes, albeit that it is still in the National Park.

Furthermore, all 46 of the BGS sites are located on private land, in rural settings that are not easily accessible, whereas the lost habitats were largely located in built-up areas.

However, given the requirement that offsite mitigation only be delivered on registered sites, its hard to see what choice developers have apart from testing the BGS market and buying the cheapest habitats required, albeit that this may be miles from the site of the original loss.

This is still a small sample, which will grow over time so, perhaps this will change as more biodiversity gain sites become available and a clearer trend emerges. At the moment, however, the trend is not encouraging and looks like it will result in local nature, especially in urban settings, becoming hollowed out, as we feared it would when the biodiversity net gain requirements became obligatory nearly a year ago. See our article on this: It seems inevitable Bristol will see a steady, inexorable biodiversity decline

The Local Nature Recovery Strategy fails to deliver for Bristol

WEMCA’s Local Nature Recovery Strategy (LNRS) will fail to provide Bristol with the benefits promised for nature. While the new Biodiversity Net Gain (BNG) rules require most development in the city to increase biodiversity by at least 10%, unfortunately the LNRS will not apply to most potential development sites.

The West of England Mayoral Combined Authority (WECA as was) Local Nature Recovery Strategy was published to much fanfare last November. Defra’s blog, Kickstarting local nature recovery: a new strategy for the West of England, hailed it as the first in the country.

The LNRS is a locally led and evidence-based strategy which aims to target action and nature investment where it’s most needed. We’re told that the strategy will also focus on biodiversity net gain by increasing the strategic significance of specific habitats. However, it is hard to imagine how the LNRS will help to enhance biodiversity net gain in most, if not all, potential development sites in the city.

We might have been better off, at least as far as the application of biodiversity net gain to new development is concerned, by asking the LPA to specify alternative documents (such as those listed at the end of this article) for assigning strategic significance instead.


The issue

When calculating the impact of a proposed development on biodiversity, one factor taken into account is the strategic significance of any habitat found on a focus area for nature recovery site (coloured purple in the map above). If strategically significant habitats are created or enhanced, then their strategic significance is set to High in the Statutory Metric calculator tool and a 15% uplift to the calculation of its value is applied. Subject to which of the six LNRS areas is being considered, these are the strategically significant habitats in the city:

  • Ditches
  • Ecologically valuable lines of trees
  • Ecologically valuable lines of trees – associated with bank or ditch
  • Grassland – Floodplain wetland mosaic and CFGM
  • Grassland – Lowland calcareous grassland
  • Grassland – Lowland meadows
  • Heathland and shrub – Mixed scrub
  • Heathland and shrub – Willow scrub
  • Individual urban or rural trees
  • Lakes – Ponds (priority habitat)
  • Priority habitat (on the River Avon and the Riparian buffers)
  • Species-rich native hedgerow with trees – associated with bank or ditch
  • Species-rich native hedgerow with trees
  • Species-rich native hedgerows – associated with bank or ditch
  • Species-rich native hedgerows
  • Urban – Open mosaic habitats on previously developed land
  • Urban – Biodiverse green roofs
  • Woodland and forest – Lowland beech and yew woodland
  • Woodland and forest – Lowland mixed deciduous woodland
  • Woodland and forest – Other woodland; broadleaved
  • Woodland and forest – Wood-pasture and parkland

However, a detailed examination of the LNRS map reveals that not all parks and green spaces have been designated as focus area for nature recovery sites. It’s only those which are in one or both of the following:

  • a location where they can make a greater contribution to ecological networks
  • deprived areas with a lack of access to nature.

These designations were based on Bristol’s previous work on ecological networks within the city and where wildlife-friendly interventions are most likely to be feasible. This means that the existence, creation or enhancement of these special habitats outside these areas will not attract the 15% strategic significance uplift.


The BNG requirements

The now compulsory Statutory Metric Guide, used for calculating Biodiversity Net Gain (BNG), advises (at page 27) that: ‘Strategic significance is the local significance of the habitat based on its location and habitat type. You should assess each individual habitat parcel, both at baseline and at post-intervention, for on-site and off-site.

If the LPA has adopted an LNRS then only the High or Low strategic significance multipliers can be used (High – formally identified in local strategy = 1.15. Low – area compensation not in local strategy = 1). If it has not adopted an LNRS, then the Medium strategic significance multiplier may also be used (Location ecologically desirable but not in local strategy = 1.10).

Where an LPA has adopted an LNRS, all those sites which have not been identified as a focus area for nature recovery site will be designated as having Low strategic significance and so attract no uplift, even if they’ve been identified as important habitats in the Local Plan or in another strategic document adopted by the Council. These documents (used where an LPA has not adopted an LNRS) can include:

  • Draft Local Nature Recovery Strategies
  • Local Plans and Neighbourhood Plans
  • Local Planning Authority Local Ecological Networks
  • Parks and Green Spaces Strategies
  • Tree and Woodland Strategies
  • Area of Outstanding Natural Beauty Management Plans
  • Biodiversity Action Plans
  • Species conservation and protected sites strategies
  • Green Infrastructure Strategies
  • River Basin Management Plans
  • Catchment Plans and Catchment Planning Systems
  • Shoreline management plans
  • Estuary Strategies

Baseline habitats cannot be uplifted

Despite the BNG strategic significance guidance, Defra has stated that LNRS designations only apply to the creation or enhancement of post-development biodiversity mitigation habitats. They don’t apply if these habitats – called the baseline habitats – are found on the site before development begins.

This means that the 15% strategic significance uplift can only be applied where offsite biodiversity mitigation is being delivered in a focus area for nature recovery site. If these habitats are being delivered elsewhere, the uplift may not be applied.

However, even if the baseline habitats were included, it is unlikely to make any difference This is because the focus area for nature recovery sites identified in Bristol are, for the most part, located in public parks or green spaces, on river banks, in riparian buffers or on railway margins, none of which are likely ever to be developed or, in many cases, used to offset habitat lost to development elsewhere.

So far, no announcement has been made as to whether any of Bristol’s focus area for nature recovery sites will be made available for offsite habitat mitigation and the proposed new Local Plan does not commit to using these sites for this purpose.

This, combined with the challenge of finding LNRS suitable for offsite habitat mitigation, registering them as biodiversity gain sites and then managing them, effectively, in perpetuity, suggests that few feasible LNRS sites will be found, especially as many sites are also in demand for public access for recreation.

We set out the process used to assess the strategic significance of habitats on our blog, Assessing habitat parcels: strategic significance explained.

Why Bristol needs a Biodiversity Net Gain SPD

The new Biodiversity Net Gain (BNG) obligations, which came into force last February, aim to improve our natural environment by requiring that all new developments have a positive impact (a net gain of at least 10%) on biodiversity.

For this reason, we believe that Bristol urgently needs to follow the lead of the other west of England councils, B&NES, South Gloucestershire and North Somerset, and adopt a Biodiversity Net Gain Supplementary Planning Document (SPD). A list of other local authorities that have adopted their own biodiversity SPDs can be seen here on the Local Government Association planning advisory service website – Biodiversity Net Gain in Local Plans and Strategic Planning.

Councils are encouraged to develop a locally specific SPD as part of their Local Plan. This would:

  • set out local priorities and strategies that require developers to deliver BNG locally
  • ensure that BNG contributes to wider nature recovery plans such as the newly launched Local Nature Recovery Strategy (LNRS) and other local objectives, and help ensure that the right habitats are provided in the right places
  • link BNG requirements to other strategic objectives and place-making policies in the Local Plan, to ensure a more holistic approach
  • set requirements for managing and maintaining habitats provided through development.

Having such a document would clarify exactly what developers need to do in terms of the BNG requirements. While these requirements have many gaps, they are now, as it were, the only game in town and we must try to make the best of them. We believe that developing a robust BNG SPD could help mitigate these problems by adding tougher conditions that developers must meet.

With the launch of the LNRS – a collaborative effort to help people and organisations within WECA and North Somerset take effective action for nature – it has become more important than ever for Bristol City Council to bring this strategy into action, especially where new development is planned.

Two factors causing us the most concern (there are others) are the exclusion of stakeholders from the BNG decision process and the lack of enforcement of BNG requirements.

Consulting stakeholders

We’ve long been concerned that the new BNG regime excludes stakeholder groups such as ours from engaging with and commenting on the approval process for Biodiversity Gain Plans (BGPs) because of the way the planning rules work.

The BGPs are a post-approval requirement (see Schedule 7A of the TCPA ’90, Part 2, section 13(1)), which means there’s no obligation for a developer to demonstrate how it will meet its BNG responsibilities during the application stage (although the Council could require this).

Under current rules, BGPs only need to be submitted for approval to the Planning Authority after an application has been approved. However, there’s no statutory requirement to consult any statutory bodies on BGPs or to publicise or consult on the submission of a BGP prior to its approval. It seems, therefore, that we (and other stakeholders who, like us, are fighting for everyday nature) will have no say in what is proposed, or even have any idea of what a BGP contains or how it could affect us.

Surely this goes against the principles of open governance and localism which councillors should be fighting to defend, especially where it’s likely to have a direct impact on the very places that we Bristolians love and value?

Improving enforcement

As a recent article in Local Government Lawyer magazine points out, there are serious issues around BNG enforcement that need to be resolved.

We’ve been trying to engage with council officers over this issue for some time, but so far without success. Maybe the time has come for the Council to seize the initiative? With the proposed new Local Plan moving towards its public hearings stage early next year and the likelihood that the plan will be adopted next April, maybe now is the time for the reconstituted Local Plan Working Group to take this in hand.

This is what the Council currently requires from developers: Biodiversity Net Gain for major development and small site planning applications. At best, this is only advisory, unlike an SPD which would be part of the Local Plan and so compel the developer’s compliance.

One of our fears is that some planning conditions, such as this one from the recent, pre 12 February 2024, Bristol Rovers Memorial Grounds application are unenforceable. In this case they only oblige the club to submit a proposed Landscape Ecological Management Plan (LEMP). They did this last June. However, the wording of the condition means that the club is not obliged to perfect this or even to carry it out.

Readers may recall that the development had been completed and the new stands occupied long before the main application was made, well before this and other conditions had been submitted or approved. In addition, as part of the eventual approval, the club agreed to plant a wood on a piece of unused land it owns to the south of the new stadium (the area shaded green below), but this has not yet been done.

As part of this agreement, the club is expected to enter into a LEMP to plant the wood and then maintain it in perpetuity. The LEMP Condition says:

Within 6 months of the date of consent, the applicant shall submit a 30-year Landscape and Ecological Management Plan (LEMP). This should address retained features of ecological interest, together with mitigation and enhancements to be provided. The LEMP should set out management compartments, objectives, and prescriptions for all new proposed soft landscaping/planting to demonstrate how all habitats will be managed to their target condition (as specified in the BNGA). It should also show how management of the site will be resourced and monitored.

In this example, all that can be enforced is a failure to submit the LEMP within six months, which, in this case, has been done. There is a S106 imposing LEMP obligations but this is toothless and, anyway, only the Council can enforce it – which it is not obliged to do.

There’s also the practical effect of the Biodiversity Gain Hierarchy – Biodiversity net gain Guidance Paragraph: 008 Reference ID: 74-008-20240214. This effectively means that the developer need not achieve any net gain on site, or even locally, but can instead deliver it anywhere in England or, as a last resort, simply buy BNG credits, though at a premium.

For example, the grant conditions – 11 (The BGP condition), 12 & 14 – in the recent, post-12 February Council application, The White Hall, Glencoyne Square, are unenforceable given their wording as there is only an obligation to submit; again, approval is not required. We assume that a s106 agreement and a Habitat Management and Monitoring Policy (HMMP) will need to be produced, but, at the moment, we still have no idea how the self-acknowledged 38.09% habitat loss will be mitigated, or where.

Given the intense competition for space in the city, it seems inevitable that, as a result of the application of the Biodiversity Gain Hierarchy, Bristol’s nature will, bit by bit, be exported to some far-off field that no one knows or cares about. In theory, a BNG SPD could at least try to ensure that habitats lost to development are replaced locally wherever possible.

It’s been suggested that new SPDs can’t be delivered until after the new Local Plan has been examined and formally adopted. Maybe, but we see no reason why we can’t at least start a conversation about this. As it is, the proposed Local Plan will need substantial redrafting to align with the new BNG rules, having been adopted by the Council before these had been finalised.

It’s also been suggested that there are neither the funds nor enough officer time available to develop this new SPD. However, since all the adjacent councils (members of WECA), and many farther afield, have developed, or are developing, their own SPDs, we can surely save time and expense by looking on these as templates from which to build our own. The examples above alone make it all the more urgent for issues such as this to be resolved with the early adoption of a BNG SPD. We urge the Council to commission officers to draft an SPD as a matter of urgency.


A shorter version of this blog was published in 24/7 as: ‘Without enforcement, Bristol’s nature will be exported bit-by-bit


How to assess the condition of a tree

There are special rules for assessing the condition of Individual trees habitat, as set out in the biodiversity gain guidance.

The criteria set out in the  Statutory biodiversity metric condition assessments table must be used to decide on the condition of Individual trees habitat, which is scored as follows:

ConditionScore
Good3
Moderate2
Poor1

There are six criteria for assessing a tree’s condition. If a tree passes five or six of the criteria, it is in good condition. If it passes three or four of the criteria, it is in moderate condition. If it passes two or fewer of the criteria, it is in poor condition.

These are the six criteria to consider:

A – The tree is a native species (or at least 70% of the block are native species).
B – The tree canopy is predominantly continuous, with gaps in canopy cover making up <10% of total area and no individual gap being >5 m wide (individual trees automatically pass this criterion).
C – The tree is mature (or more than 50% of the block are mature).
D – There is little or no evidence of an adverse impact on tree health by human activities (such as vandalism, herbicide or detrimental agricultural activity). And there is no current regular pruning regime, so the trees retain >75% of expected canopy for their age range and height.
E – Natural ecological niches for vertebrates and invertebrates are present, such as deadwood, cavities, ivy and loose bark.
F – More than 20% of the tree canopy area is oversailing vegetation beneath.

The ‘Fairly Good’ and ‘Fairly Poor’ condition categories are not available for this habitat type.

Enhancement of this habitat is only possible by improving it so that it meets the criteria B, D and F. It is not possible or appropriate to enhance individual tree/s through meeting just one or two of these criteria, nor by meeting only A or C or E.


It is important that the species of each tree on site is properly listed by the developer. Here is the list of the native species defined by the Statutory Metric:

BNG – valuing habitats

With the introduction of the Biodiversity Metric, all existing (i.e. baseline) habitat parcels on proposed development sites are given a calculated habitat value, called Habitat Units (HUs).

Baseline habitat parcels

Baseline habitat is the habitat that exists before a site is developed. Development sites often contain a mosaic of baseline habitats each of whose condition may vary. These are called habitat parcels.

The area of a habitat parcel is measured in hectares (or square metres when using the Small Sites Metric). Linear habitats parcels are measured in kilometres (or metres when using the Small Sites Metric).

The sum of all the ground-based area habitat parcels should equal the area of the proposed development site (the redline boundary).

Calculating HUs

The HU calculation uses the following formula:

HU = Habitat area/length x Distinctiveness x Condition x Strategic Significance.

The Distinctiveness of each habitat is predefined. These are the Distinctiveness scores:

Very High8
High6
Medium4
Low2
Very Low (hedgerow module)1
Very Low (area module) 0

The Condition of a habitat is assessed using the various matrices set out in Statutory biodiversity metric condition assessments published by Defra. These are the scores:

Good3
Fairly Good2.5
Moderate2
Fairly Poor1.5
Poor1
Condition Assessment N/A 1
N/A – Other0

The Strategic significance of a habitat is its importance according to its location and habitat type. Each of these elements is given a score which is then used in the HU formula. These are the scores:

High1.15
Medium1.1
Low1

For example, an area habitat parcel covering a hectare, which is of medium distinctiveness, in moderate condition and of medium strategic significance, is calculated as follows:

1 ha (area) x 4 (distinctiveness) x 2 (condition) x 1.1 (strategic significance) = 8.8 HUs.

Individual trees habitat

There is a special formula for individual trees habitats. This is because they oversail the habitat on the ground and so are non- ground-based habitats, which need to be treated differently from ground-based habitats.

This table shows the four size classes for Individual trees habitats:

It uses the diameter at breast height (DBH measured 1.5 metres above the ground) of each tree growing on a proposed development site (if the tree is multi-stemmed, the largest DBH recorded is used) and assigns a ‘Biodiversity metric area equivalent’ to calculate its habitat area. This value represents canopy biomass, and is based on (but not the same as) the root protection area formula, derived from BS 5837:2012. 

For example, a medium-size individual trees habitat covers an area of 0.0163 ha and has medium Distinctiveness. If it is in moderate Condition and of medium Strategic significance the HU value is calculated as follows:

0.0163 ha (area) x 4 (distinctiveness) x 2 (condition) x 1.1 (strategic significance) = 0.14344 HUs.


Post-development habitat creation and enhancement

The biodiversity metric also applies three additional risk factors to all post-development enhanced and created habitat parcels, across all three habitat types – Area, Hedgerow and Watercourse – using this formula: 

HU = Habitat area/length x Distinctiveness x Condition x Strategic Significance x Temporal Risk x Difficulty factor x Spatial Risk

Temporal risk

This represents the average time lag between the start of habitat parcel creation or enhancement works and the target outcome date. This is known as the ‘time-to-target condition’ and is measured in years.

If there is a delay in creating or enhancing the habitat parcel, or it has already been enhanced or created, this can be factored in to adjust the time-to-target period either up or down.

The temporal risk period is automatically applied by the biodiversity metric and changes depending on target habitat condition. As a result, the temporal risk multiplier, based on the 3.5% discount table below, sets the current value of the future habitat being created.

Difficulty of creation or enhancement

The creation and enhancement categories represent the uncertainty of the effectiveness of techniques to create or enhance habitat parcels. 

The biodiversity metric automatically assigns the delivery risk and score for each habitat parcel, based on its habitat intervention category. 

CategoryValue
Low1
Medium0.67
High0.33
Very High0.1

Spatial risk

Where a project cannot achieve a net gain in biodiversity units on site, then offsite HUs can be used to meet the BNG requirement.

The spatial risk penalty (SRM) reflects the relationship between the location of on-site biodiversity loss and the location of off-site habitat compensation. It affects the number of biodiversity units provided to a project by penalising proposals where off-site habitat is located at a distance from the development site.

  • If the offsite area is within Local Planning Authority (LPA) boundary or National Character Area (NCA), the penalty is x 1.0.
  • If it is in a neighbouring LPA or NCA, the penalty is x 0.75.
  • If it is elsewhere (anywhere in England), the penalty is x 0.5.

The effect of this is that it costs more HUs to achieve the BNG requirement the farther away the offsite mitigation is from the location of on-site biodiversity loss.


Post-development Individual trees habitat creation

When creating Individual trees habitat, post-development size class of a tree is determined by its size when it is planted. Newly planted trees should be recorded as small-sized, unless the tree is actually medium-sized or above at the time of planting.

In our experience, nearly all nursery-grown trees are small-sized, as this table, derived from BS 3936-1, demonstrates.

For example, a small-sized tree covers an area of 0.0041 ha and has medium Distinctiveness. The difficulty of creation factor is preset at Low.

If it is planned for it to achieve a moderate Condition, the time-to-target period will be 27 years. If it is planted within the LPA in an area of medium Strategic significance, its HU value will be calculated as follows:

0.0041 ha (area) x 4 (distinctiveness) x 2 (condition) x 1.1 (strategic significance) x 0.382 (temporal risk) x 1 (difficult factor) x 1 (spatial risk) = 0.01378 HUs.


Other Blogs in the series

Tree Habitat Area Calculation

The Trading Rules Explained


The trading rules explained

Much has been made of the new rules that require most developments to add at least 10% more biodiversity to a site than was present before development took place. This requirement is known as biodiversity net gain (BNG).

However, a much-overlooked aspect of the new rules is the requirement also to comply with so-called trading rules.

These trading rules set minimum requirements for habitat creation and enhancement to compensate for specific habitat losses resulting from a new development.

If these rules are not followed, a developer cannot claim that there is biodiversity net gain, even if the planning application has achieved the minimum 10% BNG required. 

Rule 1 of the Statutory Metric and the Small Sites Metric (SSM) guides state that the trading rules must be followed.

Rule 2 states that biodiversity unit outputs for each habitat type – Area, Hedgerow or Watercourse – must not be added together, traded, or converted between types. The requirement to deliver at least a 10% net gain applies to each separate habitat type. 

The trading rules only apply to the point of no net loss of a specific habitat. Once the trading rules have been met for this habitat, the biodiversity net gain requirements can be met by the creation and enhancement of any other habitat, provided it is the same habitat type. 

This table from the Statutory Metric sets out how they apply:

The trading rules for the SSM are slightly different. This is because the SSM does not cater for high and very high distinctiveness habitats (if these are present, the Statutory Metric must be used):

Although the calculator warns of any breaches of the trading rules, the design of the SSM does not allow users to identify where the breaches have occurred. However, the Statutory Metric does. So, if the habitats input into the SSM calculator are transposed to the Statutory Metric calculator, this will reveal where the trading rules breaches are and allow the user to consider how to mitigate the losses whilst still complying with the trading rules.

There are special rules for very high distinctiveness habitats and for compensating for loss of watercourses and high distinctiveness woodland, which are not addressed here.


How the trading rules apply to urban tree habitats

Individual trees habitat has medium distinctiveness. This means that this habitat can only be replaced like for like, although higher distinctiveness habitats can be substituted when the Statutory Metric is used.

Other broad habitats with the same distinctiveness cannot be substituted. For example, Woodland and forest habitat cannot be used to replace lost Individual trees habitat unless it has a higher distinctiveness and the SSM is not being used.

As a result, the requirement to replace lost trees can result in many more trees having to be planted (often off site) than will be lost. In one recent example we examined, 116 replacement trees were needed to comply with the trading rules, even though only 12 were being removed.

Hopefully, developers will now think twice before seeking to remove trees to make way for their plans.



Other Blogs in the series

Calculating habitat units

Tree habitat area calculation


Why we need a new Bristol Tree Replacement Standard

We believe the time has come to revise the Bristol Tree Replacement Standard (BTRS), to reflect our changing understanding of the vital importance of urban trees to Bristol and how they contribute to biodiversity gain.

The current BTRS Standard, adopted nearly a decade ago in July 2014, provides a mechanism for calculating the number of replacements needed for any trees that are removed for developments. It was ground-breaking in its time as it, typically, required more than 1:1 replacement of trees lost to development.

Since then, Defra has published the statutory version of the Biodiversity Metric (SM) (on 29 November 2023), which became mandatory on 12 February 2024. In addition, Bristol has adopted Climate and Ecological Emergency Declarations, so an updated BTRS would be an important part of implementing these declarations. It would require all new developments, subject to some exceptions, to achieve a Biodiversity Net Gain (BNG) of at least 10%. Where deveelopments are exempt, BTRS will still apply.

Although Councillors rejected our proposals for a new Standard at their meeting on 31 October last, we’ve revisited our July 2023 proposals and recast our calculations. These proposals, set out below, provide a mechanism for complying with the new requirements and align the BTRS with the BNG provisions of the EA 2021.

The purpose of the BTRS is that it should only ever be a last resort and not the default choice – which, unfortunately, it has become. When considering any development involving established trees, the presumption should always be that trees will be retained. If this is not possible, then the impact of the proposed development must be mitigated. Only if this is impossible, should compensation for their loss be considered. This is the meaning of the Mitigation Hierarchy, as set out in paragraph 180 a) of the National Planning Policy Framework, which states:

If significant harm to biodiversity resulting from a development cannot be avoided (through locating on an alternative site with less harmful impacts), adequately mitigated, or, as a last resort, compensated for, then planning permission should be refused.

This is reflected in the Bristol Core Strategy, policy BCS9 (page 29),which states that:

Individual green assets should be retained wherever possible and integrated into new developments.

This is repeated in the proposed replacement for BCS9 – Policy BG1: Green infrastructure and biodiversity in new development (page 124) – which ‘aims to ensure that green and blue infrastructure and provision for nature is incorporated into new development’ so that, among other things:

The provision of green infrastructure in new development should … Retain and incorporate important existing green infrastructure such as trees (Policy BG4 ‘Trees’), hedgerows and water features …

It is a shame that the requirement is only an aspiration, not an obligation.

Background

Under the new proposed policy – BG4: Trees (page 131) – trees lost to development will be replaced using this table:

Table 1 The proposed BG4 tree replacement table.

However, when the balance of EA 2021 takes effect, the current version of the BTRS will not, in most cases, be enough to achieve the 10% BNG minimum required for nearly all developments. A new Section 90A and Schedule 7A will be added to the Town and Country Planning Act 1990 and will set out the level of BNG required.

Paragraph: 001 Reference ID: 74-001-20240214 of the Biodiversity net gain guidance states:

Under the statutory framework for biodiversity net gain, subject to some exceptions, every grant of planning permission is deemed to have been granted subject to the condition that the biodiversity gain objective is met (“the biodiversity gain condition”). This objective is for development to deliver at least a 10% increase in biodiversity value relative to the pre-development biodiversity value of the onsite habitat.

Many development proposals will aim to achieve more than the minimum 10% gain voluntarily. Others may not but will still need to achieve much more in order to comply with the SM trading rules (page 140). This is based on the habitat type lost and its distinctiveness. In the case of Individual tree habitats – Urban or Rural –­ losses must be replaced within the same broad habitat (i.e. more Individual trees) or with a habitat of a higher distinctiveness.

However, for the sake of certainty, we propose only using the minimum 10% BNG required.

Our proposed new BG4 (BTRS) model

We propose that the table in BG4 be amended to reflect the requirements of the EA 2021 and SM and that the BG4 table (Table 1 above) be replaced with Table 2 below:

Table 2 Our proposed BG4 tree replacement requirement

The Replacement Trees Required number is based on the habitat area of each of the four SM tree category sizes (Table 13 below), divided by the area habitat of one BNG 4.0 Small category tree (see section 3 below) plus a 10% net gain. This is rounded up to the nearest whole number (since you can’t plant a fraction of a tree).

The reasoning for our proposal is set out below:

1. Applying the Biodiversity Metric to Urban trees

The most recent Statutory Biodiversity Metric User Guide defines trees as Individual trees habitats as follows:

When to record individual trees

Use the broad habitat type ‘Individual trees’ to record trees where:

  • they are found as an individual or as part of a group;
  • are over 7.5cm in diameter at breast height (DBH).

Individual trees should also be recorded where they meet the definition of an irreplaceable habitat but would not otherwise be recorded.

Do not otherwise record individual trees if they occur within an area habitat type characterised by the presence of trees, examples of these are:

  • woodlands
  • orchards
  • wood-pasture and parkland

Individual trees are classed as ‘urban’ or ‘rural’. You should consider the degree of ‘urbanisation’ of habitats around the tree and assign the best fit for the location.

2. Calculating Individual trees habitat

Table 13 in the SM User Guide is used to calculate the ‘area equivalent’ of individual trees:

The biodiversity metric uses set values to represent the area of trees depending on their diameter at breast height. This value is a representation of canopy biomass, and is based on the root protection area formula, derived from BS 5837:2012.

You should report the number of individual trees within your project and input tree count into the ‘tree helper’ within the biodiversity metric tool to generate area values for data input. For multi-stemmed trees, use the DBH of the largest stem. You should:

  • account for each individual tree within a group or block of trees.
  • record the habitat underneath the tree canopy separately.
  • not reduce any area generated by the tree helper.
  • not deduct the area of individual trees from other habitats.
  • make clear in the user comments how many trees contribute towards the total area.

Recording trees within private gardens

You should assess most individual trees that are recorded in private gardens. You should record:

  • any medium, large and very large trees as individual trees
  • any small trees that are ancient or veteran

Recording trees within hedgerows

You should assess most individual trees that are recorded within hedgerows. You should record:

  • any medium, large and very large trees as individual trees
  • any small trees unless they are ancient or veteran.

You must assess the linear value of hedgerows within the hedgerow module separately.

Individual Tree habitats have medium distinctiveness and so, under Rule 1 of SBNG, ‘Losses must be replaced by area habitat units of either medium band habitats within the same broad habitat type or, any habitat from a higher band from any broad habitat type.

3. Forecasting the post-development area of Individual trees

The SBNG User Guide provides this guidance:

You should use the tree helper to calculate the area for created trees.

You should categorise most newly planted individual trees as ‘small’, unless the tree is medium sized or above at the time of planting.

You should not factor in the age of nursery stock when using the ‘creation in advance’ function. The ‘creation in advance’ function should only be used where trees are planted in advance of the development (for example, as screening or as structural landscaping).

Exceptions

You cannot count:

  • newly planted trees within private gardens
  • natural size increases of baseline trees
  • trees planted as part of hedgerow creation or enhancement as individual trees.

Our calculations are based on Small category replacement trees being planted as per the SM guidance.

4. The likely impact of this policy change

We have analysed tree data for 1,038 surveyed trees taken from a sample of BS:5837 2012 tree surveys submitted in support of previous planning applications. Most of the trees in this sample, 60.5%, fall within the SM Small tree category, 32.9% are within the Medium tree category, 5.4% are in the Large tree category with the balance, 1.3%, being categorised as Very Large.

Table 4 below sets out the likely impact of the proposed changes to BG4. It assumes that all these trees were removed (though that was not the case for all the planning applications we sampled) and replaced with SM Small category trees:

Table 4 Proposed BG4 impact analysis.

The spreadsheet setting out the basis of our calculations can be downloaded here – RPA Table Statutory BNG 13 table Comparison.

The proposed Local Plan is not yet ready for further consultation let alone independent examination – an Open Letter to Councillors

Dear Councillors

The Mayor has now published the next iteration of the proposed new Local Plan (LP). This will be brought before you at Full Council on 31 October next. The Mayor recommends (item 8) that, under Regulation 19 of the Town and Country Planning (Local Planning) (England) Regulations 2012, the draft LP will be formally published in order for representations to be made and then submitted to the Secretary of State for examination.

The sustainability appraisal documents are published on the Local Plan Review web page.

In our opinion the proposed LP is not yet ready for further consultation, let alone independent examination, for the following reasons:

  1. It does not contain enough detailed information about the sites in the adopted LP to allow for a proper consultation or independent examination.
  2. Protection for green spaces has been reduced, contrary to adopted Council policy. 
  3. Despite the recent Ecological and Climate Emergency Declarations, this draft provides fewer environmental protections than the adopted LP.
  4. Comments on earlier drafts appear largely to have been ignored, rendering the consultation process flawed.

Our response in detail

Section 20 (2) of the Planning and Compulsory Purchase Act 2004 states that the authority must not submit the proposed LP unless they think the document is ready for independent examination. In our view, the proposed LP is not yet ready for further consultation, let alone independent examination. Our reasons are set out in detail below:

A proper consultation has not been conducted. In a 2001 judgement Lord Woolf defined a proper consultation as containing four elements.[1] The final element is that ‘the product of consultation must be conscientiously taken into account when the ultimate decision is taken’. You have not responded to our carefully considered comments on both the 2019 and the 2022 consultations on earlier drafts of the LP and there is no evidence that the Local Plan Working Party even discussed them. We do not know how many other organisations who submitted comments were also ignored, because these have not been published.

  1. When the 2019 document, New Protection for Open Space, was published for consultation, a schedule with maps was produced so that consultees could see which sites were being proposed and with what designation – Local Green Space (LGS) or Reserved Open Space (ROS). No such document has been produced in this version, which means that there is no easy way for consultees to see what has been changed, added or removed – save for slavishly working though the only document showing the new designations set out in 08.3 Appendix A3 Policies Map. Whilst this may be sufficient for those interested only in the information at ward level, it is nigh on impossible for those with a city-wide interest.
  2. An interactive GIS map of the proposed Bristol Local Plan Policies Map should be made available to facilitate examination. The pdf version provided has 38 layers in the Key and many sites have multiple designations, which makes it very difficult to interpret. The current Local Plan Policies map does this.
  3. Whilst the document Appendix 3 Assessing the effects of the Publication Version Policies, cross-references, to a limited extent, how some proposed new policies relate to policies in the adopted LP, there is no equivalent schedule for the adopted policies which will be removed – Core, Site Allocation and Development Management Policies (SADMP) and ancillary Supplementary Planning Documents (SPDs) etc. – nor any comprehensive cross-tabulation showing which of the adopted LP policies have been transferred to the proposed LP and which have not.
  4. No schedule has been prepared showing those sites protected under the adopted LP and whether they will be protected under the proposed LP. For example, SADMP DM17 currently provides protection for sites designated as Important Open Spaces, Unidentified Open Spaces and Urban landscapes. It appears that DM17 will be removed but that these current protections will not be adopted in the proposed LP. We have mapped 523 Important Open Space sites covering over 2,000 hectares. As far as we can see, some 1,000 hectares of these and all Unidentified Open Spaces and Urban landscapes, will no longer have any protection. If this is the case, then the proposals should make this clear. Our recent article, Will Councillors Honour Their Promise To Protect Bristol’s Green Spaces? addresses our wider concerns.
  5. SNCIs are currently given protection from development under SADMP DM19. This states that ‘Development which would have a harmful impact on the nature conservation value of a Site of Nature Conservation Interest will not be permitted’. It is proposed that DM19 will be removed in its entirety. Under proposed new policy BG2: Nature conservation and recovery, this protection has been changed to read: ‘Development which would have a significantly harmful impact on local wildlife and geological sites, comprising Sites of Nature Conservation Interest (SNCIs) and Regionally Important Geological Sites (RIGS) as shown on the Policies Map, will not be permitted.’ This is a dilution of the current protection enjoyed by SNCIs (and RIGS); the phrase ‘significantly harmful’ is a subjective judgement and undermines the current protection provided, especially when the Chief Planning Officer has recently advised Councillors that damage to an SNCI which is offset by onsite mitigations under the Biodiversity Metric is not harm.
  6. Whilst we are very pleased to see that our campaign to have all those Sites of Nature Conservation Interest (SNCIs) which were allocated for development in 2014 (save for BSA1305 – why?) has succeeded and have had their Site Allocations removed, we are concerned to note that not all of the 108 sites (not 85 as is wrongly suggested) have also been designated as LGS – some are ROS and some have no designation at all. No explanation has been given for this.
  7. No schedule of the sites identified in BG2 has been produced. As we have pointed out, there are 108 SNCIs, not the 85 stated in Appendix 1: Sustainability Appraisal Updated Scoping Report 2023 A1-4 (at page 26). A schedule of all these sites will enable consultees to identify and locate them.
  8. In September 2021 the council unanimously resolved to protect the Green Belt and Bristol’s green spaces. Despite this, around 30 of the 96 sites proposed for residential development are green spaces (nearly 40 hectares) and three areas in our urban Green Belt are proposed to be removed from the Green Belt for development. No new green or open spaces are proposed.
  9. Proposed policy BG4: Trees is deeply flawed. As currently drafted it will allow developers to offset tree losses by using habitats that are not allowed under BNG 4.0. If allowed this will result in the hollowing out of Bristol’s trees and frustrate the One City plan to increase tree canopy (see Annex A below).
  10. The proposal that replacement trees ‘should be located as close as possible to the development site’ will still allow developers remove trees to build, because all they need to do is pay compensation for their replacement with no concern for where they are to be planted. This will result in trees and their biodiversity being lost from those areas under greatest development pressure, with any offsite compensation being exported to already green suburbs and creating even greater tree inequalities.
  11. It is proposed that development which would result in the loss of ancient woodland, or ancient or veteran trees, will not be permitted, but neither Bristol’s known veteran trees nor its 11 ancient woodlands are mapped or expressly protected on the Bristol Local Plan Policies Map.
  12. No express protection is given for other urban woodlands that are not ancient (woods that have not existed continuously since 1600), are not in a conservation area or are not protected with a TPO.

Our request

Bristol City Council has recently declared both Climate and Ecological Emergencies and resolved to protect our green spaces. The Environment Act 2021 with its still-to-be-published regulations (which will be fully implemented in 2024 together with a proposed new version of the National Planning Policy Framework) will provide even greater environmental protections and the next iteration of the One City Plan aspires to achieve a significant increase of tree canopy. Yet, against all this, the proposed new Local Plan will result in reduced protection for the environment when compared with the current, adopted Local Plan.

In light of this, we ask you to reject the Mayor’s recommendation until the above crucial issues have been addressed and insist that Bristol’s nature does not continue to suffer yet more decades of decline but is properly protected.

The Bristol Tree Forum

24 October 2023

Annex A – Email to BCC Specialist Planning Policy Officer 21 October 2023

Dear Michael,

I see that the latest iteration of the proposed Local Plan has been published. We are examining it and will comment in due course, but we have to express serious concerns about the proposed new wording of Policy BG4: Trees

We are disappointed that our proposal for BTRS has not been adopted, but we are also very concerned that this paragraph in particular, will provide developers with an opportunity to avoid replacing lost trees at all: ‘Where the tree compensation standard is not already met in full by biodiversity net gain requirements (policy BG3 ‘Achieving biodiversity gains’), for instance because biodiversity net gain requirements do not apply to the development or because biodiversity gains are provided through a different habitat type, development will still be expected to meet the tree compensation standard on-site or off-site through an appropriate legal agreement.

As you know, most trees in an urban environment will be classified as broad Individual tree habitat under BNG 4.0. This broad habitat has only two sub-types – rural and urban – and can only be replaced with the same broad habitat type (Individual tree) or by a more distinctive, High or Very High habitat. This means that other Medium (e.g. most woodland habitats) or Low distinctiveness habitats cannot be used without breaking the BNG 4.0 trading rules – as BG4 currently suggests it can. These High or Very High distinctiveness habitat types are rare, especially in the urban space. 

In this case, developers (who will not have the space to create all the Individual tree habitat that BNG 4.0 will demand**) will offer these or Individual tree habitats elsewhere and, because there are no such sites in Bristol, will offset the BNG losses out of the city, resulting in the hollowing out of Bristol’s trees and frustrating the One City plan to increase tree canopy.

We suggest that the proposed wording could also make BG4 unworkable because it is contrary to the BNG 4.0 rules and guidance. We suggest that you delete the words ‘or because biodiversity gains are provided through a different habitat type.’

Can you clarify whether the current Bristol Tree Replacement Standard SPD will remain, please. Is there a list of proposed deprecated policies and SPDs etc. available?

** For example, one small single dwelling development we are looking at which would require five BTRS trees to be planted to replace the three lost, will require 148 BNG 4.0 Small category trees to be planted to achieve a net gain of just 10%. There is not enough room on the site to plant the five BTRS trees, let alone 148.


Subsequent email to BCC Local Plan Team Manager 26 October 2023

Dear Colin,

I am sure you have seen our request to councillors in advance of next week’s Extraordinary Full Council meeting to adopt the Mayor’s recommendation to allow the draft Local Plan to progress to Regulation 19/20 consultation and then to independent examination. If not, I attach a copy.

We Bristolians are as much entitled to know which of their places (and a Local Plan is surely all about place) will not be protected under a new Local Plan as they are to know which will be. Yet, as far as we can see, this information has not been published with the papers laid before Councillors. Please correct me if I am wrong.

For example, we are aware that, under the 2019 document, New Protection for Open Space, it was proposed that Important Open Spaces, currently protected under SADMP DM17, would be replaced with new policies for Local Green Space (LGS) and Reserved Open Space (ROS) (para 2.13). It was obvious then that this would result in a large number of sites, currently protected under this part of DM17, losing this protection because they were not going to be designated as either LGS or ROS nor given any other protections. You will recall that it took us quite some time to get a list of these deprecated sites which we then listed in Appendix A of our response to that consultation. We have no idea whether our representations were considered. From what we have seen, it appears that, if they were, then they were ignored.

It also appears that those other places also given protection under DM17 – Unidentified Open Spacesand Urban landscapes – will also no longer be protected under the new plan, though this has not been expressly stated as far as we can see. It may well be that other place protections have also been quietly dropped and not replaced, but we cannot tell.
This is why we are calling for the following schedules (preferably geolocated) to be published before the next stage of the consultation begins:

  1. All proposed LGS/ROS designations.
  2. All sites (places) currently protected under the adopted Local Plan and how they will be protected (or not) under the new LP.
  3. Currently adopted policies which will be removed – Core, Site Allocation and Development Management Policies (SADMP) and ancillarySupplementary Planning Documents (SPDs) etc. – cross-tabulated to show which of these policies have been transferred to the proposed LP and which have not.
  4. All sites proposed to be protected under BG2.
  5. All known veteran and ancient trees and woodland within the city boundaries.

If this information is not provided then it will be impossible for those who wish to respond to the consultation to make an informed decision whether or not to accept what is being proposed and the whole consultation process will, we suggest, be fatally flawed.

I have also heard it suggested that, should Councillors not approve the Mayor’s recommendation then the current adopted Local Plan will lapse and allow developers to proceed as they wish. You know as well as I do that this is not correct. It may well be that, on appeal, developers may argue that Paragraph 11d of the NPPF applies because the Local Plan is out-of-date (Homes England argued this in the recent Brislington Meadows appeal), but this is a very different matter from what I understand has been suggested. Hopefully you will ensure that Councillors are not misled if this is repeated.

I look forward to hearing from you.


[1] R v North & East Devon Health Authority, ex parte Coughlan [2001] QB  213, [2000] 3 All ER 850, 97 LGR 703

It seems that SNCIs are nothing special – an open letter to Bristol’s Chief planner

Dear Simone,

We were very disturbed to hear your advice to Councillor Pearce at last night’s Development Control Committee B meeting to consider the expansion of South Bristol Cemetery on to land used by Yew Tree Farm, a Site of Nature Conservation Interest (SNCI). You advised Councillor Pearce that the definition of ‘harm’ under SADMP DM19 was based on the net (not gross) harm caused after mitigation had been considered.

You seemed to be using Biodiversity Net Gain (BNG) as the proxy for harm, so that the reported net gain of nearly 3% was sufficient to conclude that there was no ‘harmful impact’ as defined by DM19.

Bristol Local Planning Policy DM19 plainly states that ‘Development which would have a harmful impact on the nature conservation value of a Site of Nature Conservation Interest will not be permitted.’ It could not be clearer.

If your interpretation of this is correct (and we say it cannot be), it will effectively nullify any policy protection for SNCIs or indeed, any other existing green infrastructure and all SNCIs could be developed in a free-for-all. We set out our reasoning below.

The Mitigation Hierarchy

The Mitigation Hierarchy, as enshrined at paragraph 180 a) of the NPPF, states:

When determining planning applications, local planning authorities should apply the following principles:

a) if significant harm to biodiversity resulting from a development cannot be avoided (through locating on an alternative site with less harmful impacts), adequately mitigated, or, as a last resort, compensated for, then planning permission should be refused;

On your interpretation, the first element of this cascading test, avoidance, will never have to be applied. Instead, you need only consider the second element, mitigation, for it is only then that ‘harm’ can be assessed. This cannot be the intention of this provision.

Green spaces protection

The effect of your approach is to make a nonsense of the prohibition against causing any ‘harmful impact’ to an SNCI as conferred by DM19. It effectively nullifies the special protection given to these sites. Here is the full DM19 policy wording:

On your interpretation, the whole section relating to Sites of Nature Conservation Interest may as well be deleted, as it adds nothing to the more general policy set out above.

The section relating to wildlife corridors is also rendered meaningless if there can now be no net ‘harmful impact’.

The same conclusion must also apply to the protection of Urban Landscapes under SADMP DM17, another feature which ‘contributes to nature conservation in Bristol’, on your interpretation. Your interpretation might also be extended to the other Existing Green Infrastructure identified in DM17.

Achieving BNG means there is no ‘harm’

When the Environment Act 2021’s requirement for all developments to achieve at least 10% biodiversity net gain takes effect later this year, it must follow that schemes which achieve this will have caused no ‘harm’ under your definition.

How then should this be interpreted if the net gain can only be achieved through offsite mitigation (as will often be the case)? Even in this scenario, it seems that there can never be any circumstance where an SNCI can suffer a harmful impact because it must always be mitigated by the requirement to achieve at least 10% BNG. It is even possible to imagine that the SNCI status of the target site will be lost as a result of the development, yet, as you see it, this will not be ‘harm’.

You are in effect stating that no SNCI in Bristol now has any greater protection than any ‘other habitat, species or features, which contribute to nature conservation in Bristol’ and the whole special status of SNCIs has become meaningless.

This cannot be what was intended when SNCIs were created and given special protection under the Local Plan.

​We urge you to reconsider your advice.

Our statement to the Planning Committee can be read here.

A copy of this letter may be downloaded here