
Ecology Surveys in
Wales & South West
At Excal, we provide specialist ecological support for planning applications, guiding projects from initial site appraisals through to survey, reporting, and submission. Our team ensures your application is robust, compliant, and well-positioned for approval.
Why does ecology matter?
Ecology is a key material consideration in the planning process, with Local Planning Authorities required to assess impacts on biodiversity. The presence of protected species, designated sites, and priority habitats can significantly influence planning outcomes and must be supported by clear, evidence-based assessment.
With Biodiversity Net Gain now a core requirement, ecological considerations play a crucial role in site viability and design. Engaging Excal early helps streamline the process, reduce risk, and improve the chances of planning success.
Ecology Surveys

Preliminary Ecological Appraisals (PEA)
A Preliminary Ecological Appraisal is the first stage of the survey process, providing a baseline assessment of site habitats and their potential to support protected species. It evaluates the site’s ecological value and outlines any further surveys required to support an Ecological Impact Assessment.
Preliminary Roost Assessment (PRA)
This survey is often required by councils for small residential extensions and can be carried out year-round. It assesses buildings for their potential to support roosting bats, and where bats are likely to be present, further surveys may be recommended to confirm their presence or likely absence.
Preliminary Ecological Appraisals (PEA)
Preliminary Ecological Appraisals are the most commonly requested ecological survey and are often the first step in supporting a planning application. They provide an overview of the ecological constraints and opportunities associated with a site.
The survey follows standard Phase 1 habitat survey methodology, mapping and categorising the habitats present to show their extent and distribution. This is supported by a data search, gathering existing ecological records from sources such as Local Biodiversity Records Centres, including information on protected species, priority habitats, and nearby designated sites.
A PEA identifies any ecological features that may influence development and assesses the site’s potential to support protected species. Where ecological value is low, no further work may be required. However, if constraints are identified, we provide clear recommendations for any additional, more detailed surveys needed to support the planning process.
Preliminary Roost Assessment (PRA)
Bats and their roosts are fully protected under UK and European law, making it essential to assess their presence before any development takes place.
Bat surveys are typically carried out in two stages. The initial survey can be undertaken year-round and involves inspecting buildings, trees, or structures for evidence of bats and assessing their potential to support roosts.
If potential is identified, activity surveys are required during the bat season (May–August for buildings and May–September for trees). These involve dusk and/or dawn observations, using specialist equipment to confirm presence and identify species.
Where a roost is affected, a European Protected Species Licence may be required. At Excal, our licensed ecologists provide a full bat survey service—from initial assessments through to activity surveys, mitigation design, and licence applications—ensuring your project remains compliant and progresses smoothly.
Protected Species Surveys
Protected species surveys are often a key requirement for planning applications, as the presence of legally protected species can place significant constraints on development. Identifying these constraints early helps to avoid delays, reduce risk, and manage potential costs.
At Excal, our experienced ecologists provide comprehensive protected species survey services across the UK.
We undertake all major protected species surveys, including bats, badgers, dormice, great crested newts, otters, water voles, and white-clawed crayfish.
We not only carry out surveys but also provide clear, practical advice on the implications for your project, including mitigation strategies, design considerations, and any licensing requirements needed to support planning approval.
Our services include:
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European Protected Species surveys and licence applications (e.g. bats, dormice, great crested newts, otters)
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Surveys for other protected and priority species (e.g. badger, barn owl, water vole, white-clawed crayfish)
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Reptile and amphibian surveys
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Bird surveys
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Terrestrial and aquatic invertebrate surveys
By working with Excal, you can ensure your project meets all ecological and legal requirements while progressing efficiently through the planning process.