Greenfields, 64 Tone Hill, Tonedale, Wellington, Somerset, TA21 0AY 01823 299066

Phase 1 Surveys

An important first step to any planning, development and conservation project, the Phase 1 Survey (Ph1S)* is used to inform decisions as to whether a project has potential to effect important and protected wildlife and habitats and what this may mean for the project.

Phase 1 Surveys should be the first step, with regard to ecology, when undertaking any planning or development project and should be undertaken as close to the start of a project as possible.

Phase 1 Surveys use historic ecological records, habitat maps and site visits to evaluate the importance of any ecological features present (or those that could be present), identify presence or likely absence of protected species and habitats, provide guidance on legal obligations and advice on further ecological actions to progress developments and projects.

When commissioned at an early stage Phase 1 Surveys are key to informing if there are any potential ecological constraints or opportunities for a project and can be used to agree the appropriate scope of any subsequent ecological assessments with regulators, such as local planning authorities.

All Phase 1 Surveys should be conducted in accordance with the Chartered Institute of Ecology and Environmental Management (CIEEM) Guidelines for Preliminary Ecological Appraisal, unless there is a suitably reason for not doing so, and this combines a desk based study and field survey of the project by an experience and qualified ecologist.

As well as being the first stage of an ecological assessment, the Phase 1 Survey can form the baseline upon which further detailed species and habitat surveys, site management plans and ecological and environmental impact assessments are based. Phase 1 Surveys can also be adapted to maximise the ecological credits under BREEAM or Code for Sustainable Homes accreditation, used as a supporting document to a Parkland Management Plan under the Higher Level Stewardship Scheme and used selection process for preferred options in developments and land allocation in local development plans.

The experienced team at HalpinRobbins undertake Phase 1 Surveys on a regular basis and can help you develop and progress your projects. For an better idea about our projects and work involving Phase 1 Surveys see our case studies or contact us to discuss your project.

Blue bell field

* Phase 1 Surveys are also known as:

  • Baseline Ecological Survey
  • Biodiversity Appraisal/Assessment
  • Ecological Constraints Survey/Assessment
  • Ecological Due Diligence Appraisal/Assessment
  • Ecological Screening Appraisal/Assessment
  • Ecological Scoping Survey
  • Ecological Site Appraisal/Assessment
  • Ecological Site Walkover Survey
  • Ecology Appraisal/Assessment
  • Extended Phase 1 Habitat Survey/Appraisal/Assessment
  • Phase 1 Ecology Survey/Assessment
  • Preliminary Ecological Appraisal/Assessment (PEA)


Our staff maintain and enhance their knowledge of ecology and the environment through research, specialist training and by maintaining membership of several professional and specialist bodies including:

Chartered Institute of Ecology and Environmental Management
Royal Entomological Society
British Ecological Society

If you wish to find out more about permitting, ecology services or to discuss a project or development please contact us directly for a free, non-committal discussion.

"Nothing is too much trouble and the two way communication is second to none. I would not hesitate to recommend HalpinRobbins to anyone and we wouldn’t even contemplate going anywhere else."

Samantha Southam - Managing Director

Falcon Rural Housing Limited

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