HomeMy WebLinkAboutSUBMISSION OF PROPOSAL - DAVEY RESOURCE GROUP Proposal
The City of Waterloo, Io .
November 13, 2 0 ri
5d/dr'
e � 1
t} i-
}
-144
.$ DAVEY .
.
RESOURCE GROUP
A Division of The Davey Tree Erpert Company
L.
L.
L.
L.
L.
Lr
L.
L.
L.
L.
L.
L.
L.
L.
L.
L.
L►
L.
L.
L.
L.
L.
L.
L.
L.
L.
Lr
L,
L.
L.
L..
L..
L.
1
1
Proposal
The City of Waterloo, Iowa
November 13, 2007
Prepared for:
City of Waterloo
715 Mulberry Street
Waterloo, Iowa 50703
Prepared by:
Davey Resource Group
A Division of The Davey Tree Expert Company
3902 Snow Leopard Drive
Columbia, Missouri 65202
573-673-7530
1500 North Mantua Street
P.O. Box 5193
Kent, Ohio 44240
800-828-8312
Ames
-1
`.
L,
`.
L.,
••...
\•m,
`.,
'‘.1..
' ••.
ti.,
‘0.,
+..
SO/
Table of Contents
Introduction 1
Scope of Work 1
Section One: Proposal Forms 2
Section Two: Vendor's Qualifications 4
Contracts on Hand: Attachment for Question #6 6
Section Three: Non-Collusion Affidavit of Prime Contractor 7
Section Four: Equal Opportunity Clause 8
Section Five: Examples/References 9
Section Six: Time Line for Completion of Project 18
Client Responsibilities 18
Section Seven: Inventory Data and Specifications 19
Collection Method 19
GIS-Based Data Collection 19
Pen-Based Computer Technology 20
GPS Units 20
Tree Inventory.Data Fields 21
U. S. Forest Service i-Tree Software Suite Compatibility 26
Quality Control 27
Tree Management Plans 28
Management Plan Sections 28
Tree Inventory Workbook 28
Sections Eight and Nine: Tree Management Software 29
TrceKeeper®7 29
TreeKeeper®7 Integrated Mapping Component 30
TreeKeeper®7 Reporting Capabilities 31
TreeKecper®7 Data Tracking Capabilities 31
TreeKeeper®7 Field Options 32
TreeKeeper® Installation Options 32
Software Training and Support 32
Section Ten: Additional Information 33
The Davey Tree Expert Company and Davey Resource Group Qualifications 33
Personnel Profiles 34
Davey Resource Group l
�..
`.
S..
♦e
L..
`i
�s
L,
L.
`.e
L.
ti.
Introduction
.-.‘ The public trees in the City of Waterloo, as a major component of the infrastructure,provide
,, more than the traditional values of aesthetics and shade. They also provide numerous
environmental benefits, including temperature moderation and cooling, reduction of air
pollutants, energy conservation, and overall increases in property values. The trees
-1 contribute greatly to the quality of life in Waterloo. Unlike the other components of the
City's infrastructure, the tree population, with proper care, will actually continue to increase
in value with each passing year.
,1 The best approach to maintaining an urban forest is to have an organized, proactive
management program including a tree inventory, tree management plan, and software. With
these tools,the City of Waterloo can develop a tree management program that allows staff to
^1 prioritize, schedule, and budget effectively, and that gives citizen volunteers and residents
accurate information about their urban forest and encourages them to participate in its care.
Scope of Work
Th
The tasks of this proposed project, described in detail in the pages that follow, are a result o.f
years of development and experience by Davey Resource Gro.up's personnel in working with
''., communities. Our goal has always been to provide communities with the services that they
,— need to develop an effective tree management program. We ask that you consider this
project with an understanding of the great number of benefits that will come from these
services.
ai 4 .y fi « K ; F4m
4"r+c '4 sr 1
....,„:„.:. ,,.:,, .....:710:,.. « «...,,,.,. ... 1 .,, t_.,,,A
.V.4,,,,
tab Ks �'i
xK.
'"., The public trees of Waterloo provide more than the traditional values of
,,,� aesthetics and shade. They also provide numerous environmental and
economic benefits.
Davey Resource Group 1
v
L.
*sr.
Section One: Proposal Forms
CITY of WW'A l ERLOO,IC/WA
WATERLOO RLOO LF1St.RE SERVICES
REQUEST FOR PROPOSAL FORM
for the
WATERLOO TREE INVENTORY PROJECT
Company Natne: Davey Resource Group,A Division of The Davey Tree Expert Company
Address: 3902 Snow Leopard Drive
City/State: Columbia,Missouri _. .__r ._ Zip Code: 65202
Contact Persao: Josh Behounek
Phone: (573)673-7530
Our lump some price for each part of the Tree Inventory Project Specifications section is
listed below.
/MN A)Lump sum price for specified data from approximately 18,000 trees located within the
City of Waterloo's Street Rights-of-Way.
Sixty—seven thousand,nine hundred dollars($.: 62,900)
B)Lump sum price for the specified data from ar pro.irnately 7,O00 trees located within
Waterloo's 3 municipal golf courses--tines,South Bills. and Iry Warren Memorial.
Twen —three thousand,five hundreddollars(S 23,500
C)Lump sum price for the specified data from approximately 7,000 trees located within
Waterloo's 52 patks.
Twenty—three thousand,five hundred dollars($ 23,500J
D)Lump sum price shall be submitted for the specified Tree Inventory and Management
Software package(including installation&training).
Online: Two thousand,one hundred dollars $2,100
Standalone: Seven thousand,seven hundred_dolla.rst$ __, 7,700)
On-Site Training(with 1-year unlimited phone support):Two thousand,three hundred dollars,$2,300
E)Lump sum shall he submitted for preparation of a Tree Management Plan for each tree
quantity indicated aboLe.
Two thousand,nine hundred dollars per plan. dollars($_ 2,900 ),
I-)The cost basis for additions or deletions of trees in the target areas on a per tree basis.
Three dollars and thirty-five cents per tree. d,-dhrs/ueet--t-S 3.35 (tree)
Davey Resource Group 2
s..
`i
L.
ti..
`.
L
\...
`.
\..
L
L
\I.,
L..
L.
ti..
Section One: Proposal Forms (continued)
All terms,conditions,and requirements as set forth in this Request for Proposal are
acceptable as specified therein. Yes l '`TO
If"Mr,please provide a detailed description andior explanation of any deviation in your
proposal from the specification detailed in the Request for Proposal with your proposal
- response.
Any deviation(s)lion)the attached specifications is noted and attached.
AU attachments from Section 15(Proposal Format)are attached.
i gnatur Date
a
RCQ1.IS1FOP,PROPOSAL FORM }'AAA ri 2 OF 2
Davey Resource Group 3
L.
e.
o..
L
v
L
Section Two: Vendor's Qualifications
S`I'. TE.\1ENT OF VENDOR'S QUAL1VICATIONS'
All questions shall be answered and the data given must he clear and comprehensive. This
statement must be notarized. If necessary,questions may be answered on separate attached
sheets. The Vendor may submit any additional information desired.
1. Name of Vendor.
Davey Resource Group, a division of The Davey Tree Expert Company
2. Permanent main office address.
1500 North Mantua Street, Kent, Ohio, 44240-5193
3. \\hen organized.
1880
4. If a corporation, where incorporated.
Ohio
5. How many years have you been engaged in the contracting busines r vuer present firm
or trade name?
127 Years
6. Contracts on hand: (Schedule these showing amount of each contract and the appropriate
anticipated dates of completion.)
-• See attachment to the end of Vendor's Qualification Form
7. General character of work performed by your company.Company motto is"Do it Right or Not at All."
�-. The company is employee owned and does work of the highest standard in the industry.
,.� S, Have you ever failed to complete any work awarded to you? If so,where and why?
No
9. Have you ever defaulted on a contract'? If so,where and why?
NO
10. List similar projects recently completed by your company,stating the approximate cost I'or
each,and the month and year completed.
See Section Five: Experiences and References
11. Give references as detailed in Section 12(Qualification Requirements).
See Section Five: Experiences and References
12. Background and experience of the principal members of your organization, including the
personnel to be assigned to the City of Waterloo.
See Section Ten: Personnel Profiles
13.Credit available: S___Available_upon execution,oLcontract —.
14. Give Bank reference: Key Bank
ANON 15. Will you,upon request, till out a detailed financial statement and furnish any other
information that may be required by the City of Waterloo,Iowa'1 Yes
16. The undersigned hereby authorizes and requests any person,firm,or corporation to furnish
any information requested by the City of Waterloo, Iowa,in verification of the recitals
comprising this Statement of Vendor's Qualifications.
AIN
A N,
Davey Resource Group 4
`.
�..
L
�..
�..
�..
`.
L..
ti..
`..
`..
�.
�..
L
`..
`.
\..
�..
�.
`.,
L..
�..
�..
�..
�..
L
�..
Section Two: Vendor's Qualifications (Continued)AWN
-
Dated this / 3 u day-o � _20 .
' "IN
-A 0-hi co
Name of Vendor43k- icy Tttce. xfuet-
ti�,b
itaa.
State of M Y) °, CYNTHIA M. LaMONT
•
NOTARY PUBLIC-MINNESOTA 11
• -• My Commission Expires Jan.31,2010 1
County of
-� r✓�U�t�.x � �� � being duly sworn
deposes id says that she;'hc is Lc -'' .� of
,S)21.10,2„. 2,11W7
lame«i Organization i/ &7
lid that the answers to the foregoing questions and all statements therein contained are true and
c,rrect. Subscribed and sworn to before me this 13 day of ' . ,2 t
^. Notar}° 11h1je
My commission expires_ . T(, 9 .204CP.
Davey Resource Group 5
NNW.'
NI III
HTIANO AP.
>'AATOL1
ammo.,141 ',NOOK
ti
ti..
L.
`..
Contracts on Hand- Attachment for Question # 6
Currently Scheduled jobs and projected completion dates
'1 ➢ Union, MO; park tree inventory -March 2008 [$12,300]
➢ Central Park,New York,NY: park tree inventory—March 2008 [$100,000]
,, ➢ St. Louis Zoo, MO; grounds tree inventory—February 2008 [$17,600]
➢ Leavenworth National Cemetery, Leavenworth, KS: cemetery tree inventory, mgt
plan, and software—January 2008 [$20,000]
➢ Jacksonville, FL: street tree inventory—January 2008 [$40,000]
➢ Longwood, FL: street tree inventory, mgt plan—December 2007 [$10,000]
➢ Lincolnshire, IL; street tree inventory—December 2007 [$10,000]
.., ➢ Long Island National Cemetery: cemetery tree inventory, mgt plan, and software
—November 2007 [$25,000]
-fte,
.� ➢ Easton Cemetery, Easton, PA: cemetery tree inventory, mgt plan, and software—
November 2007 [$10,000]
➢ Georgia Perimeter College: campus tree inventory, mgt plan, and software—
November 2007 [$23,000]
➢ Lakewood Country Club,Lakewood, Ohio: grounds tree inventory, mgt plan, and
software—November 2007 [$17,000]
Amos
AIN
Davey Resource Group 6
L
r..
L
L.
L
Section Three: Non-Collusion Affidavit of Prime Contractor
,., NON-(•01,r,1'R)\ AFF1D \'lT OF PRIME \ 1=:\DOK
State of Ohio
)
'1 County of Summit _.)
Ryan Gustafson _, being first duly sworn, dt,usr.s and says that:
I I c is(Owner), (Partner), (Officer),(Re e�rP nta+ivP),or(Agent)of 1 the Bidder that has submitted the attached Bid; w *cc Cw.,,,p _ A isI'"\ t
k1. pt,,vl iret p y
2. He is fully informed respecting the preparation and contents of the attached Bid and of all •
pertinent circumstances respecting such Bid;
3. Such Bid is genuine and is not a collusive or sham Bid;
4, Neither the said Bidder nor any of its officers,partners,owners, agents,representatives,
"M., employees, or panics in interest,including this affiant, has in any way colluded,conspired,
--I connived or agreed,directly or indirectly, with any other Bidder, firm or person to submit a
collusive or sham Bid in connection µith the Contract for wihich the attached Bid has been
submitted or to refrain from bidding in connection with such Contract,or has in any manner,
directly or indirectly, sought by agreement or collusion or communication or conference with
any other Bidder, firm or person to fix the price or prices in the attached Bid or of any other
-. Bidder,or,to fix any overhead,profit or cost element of the hid price or the bid puce of any
other Bidder,or to secure through any collusion,conspiracy,connivance,or unlawful
agreement any advantage against the City of'Y aterloo, Iowa, or any person interested in the
,.�, Proposed Contract;and
5. The price or prices quoted in the attached Bid arc fair and proper and are not tainted by any
collusion,conspiracy,connivance or unlawful agreement on the part of the Bidder or any of
-..., its agents,representatives,owners,employees;or panics in interest, including this affiant,
—.... Qt.., C.Iirdt-- >"0"--\\,. �
Signature � Title
.`
S u.Irycrabeci,curt... wary to-1 i>re it3e•t—1-(,
-1 ._ (-Loy of__F- _ '___CL. 2007.
- -- - _ -- - /zz>tZ
My com of s4eOfli e le-{)Lre:r _ 3/ ?Ole)
t
..
1.111 , CYNTHIA M LaMONT
i'" M1.. NOTARY FUBL.. .9.NNESO201TA
a tdy Commission Exo1res Jan.31, 0
Davey Resource Group 7
`'
ti..
L.
*••..
a.
NM,
L
•••.
\O,
ft•.
L.
+..
Section Four: Equal Opportunity Clause
EQUAL OPPORTUNITY CLAUSE
(As provided in Executive Order No, 11246i
•
..1
All vendors,subcontractors,and suppliers of goods and sen-ices doing business with the City
and value of said business equals or exceeds ten thousand dollars (Sl(1,000,((t) annually agree as
'\ follows:
I. The vendor,subcontractor,and supplier of goods,and services will not discriminate against
any emplo)ee or applicant for employment because of race,color,creed,sex, national origin,
--� economic status, age,mental or physical handicap,political opinions or affiliations. The
contractor, subcontractor,vendor and supplier will develop an Affirmative Action program
to ensure that applicants are employed and that employes are treated during employment
without regard to their race,creed,color,sex,national origin, religion. economic status. age,
mental or physical disability,political opinions or affiliations Such actions shall include but.
..� not be limited to the following:
a. Employment
b. Upgrading
c. Demotion or Transfer
d. Recruitment and Advertising
e; Layoff or Termination
E Rates of Pay or Other Forms of Compensation
s. Selection for Training Including Apprenticeship.
2. The vendor, subcontractor,and supplier of goods and services will,in all solicitations or
advertisements for employees,state that all qualified applicants will receive consideration for
employment without regard to race,creed,color;sex,national origin, religion,economic
status,age,mental or physical disabilities,political opinion or affiliations. •
?. The vendor,subcontractor, and supplier or his/her collective bargaining representatic c
••� send to each labor union or representative of workers which he/she•has a collective
...
bargaining agreement or other contract or understanding,a notice advising said labor union
or workers' representative of the contractor's commitment under this section.
4. The vendor,subcontractor,and supplier of goods and services will comply with all published
^ titles,regulations,directives,and order of the City of Waterloo Affirmative Action Program
Contract Compliance Provisions.
5: The vendor,subcontractor, and supplier of goods and services will furnish and tile
compliance reports within such time and upon such forms as provided by the Affirmative
Action Officer. Said forms will elicit information as to the policies,procedures,patterns,and
practices of each subcontractor as well as the vendor himself,"herself and said subcontractor,
vendor and supplier will permit access to his•her employment books,records and accounts to
'` the City's Affirmative Action Officer,for the purpose of investigation to ascertain
compliance with this contract and with rules and regulations of the(:ity's Affirmative Action
Program Contract Compliance Provisions relative to Resolution No. 24664. •
F.G's,'1 orpoiitUNIr1'(.'L,ii. E PAGE;01 2
Davey Resource Group 8
\.
4.
L..
a..
L
a..
ti..
a.
L.
U
L.
L.
4
a..
^
6. In die event of the vendor's non-compliance with the nozi-discrimination clauses of this
contract or with any of such rules,regulations and orders;this contract may be canceled,
terminated or suspended in whole or in part and the contractor may be declared ineli2ihle for
-1 further contracts in accordance with procedures authorized by the City Council.
-� 7, The vendor,subcontractor,and supplier of goods and services will include,or incorporate by
-� reference,the provisions of the non-diserurunatitin clause in every contract,subcontract or
purchase order unless exempted by the rules,regulations or orders of the City's,formative
Action Program,and will provide in every subcontract,or purchase order that said provisions
1 will be binding upon each vendor,subcontractor,or supplier.
8. We, the undersigned,recognize that we are morally and legally committed to non-
,
discrimination in employment. Any person who applies for entployzxtertt with our contpany
will not be discriminated against because of race,creed,color, seq.national origin,economic
status,age,mental or physical disabilities.
Signed:
-� Ap ropriate Official~
_e,mtkofa
Title
11;13 �?oc»?
Date
•
„N
EQUAL OPPORTUNITY ORT NNITY CLAUSE PAGE 2 of 2
Davey Resource Group 9
`/
L
L
L
\..
a..
\.
\.,
Nave
L
11.1
L
L
Section Five: Examples/References
Davey Resource Group has conducted well over 500 municipal urban forestry projects, the
,..� vast majority involving tree invetories, management plans,natural resource assessments, and
installation of tree management software. Projects for the following communities and
institutions demonstrate our versatility and ability to provide urban forestry services in a
timely and efficient manner with an unwavering focus on quality.
City of Fargo, North Dakota
Contact: John Weslowski 701-241-8161
A computerized tree inventory of nearly 8,000 trees was conducted in the City's six major
-� parks. All tree data was collected in handheld computers, and tree locations were determined
using GPS (Global Positioning Systems)technology. Data was collected in order to evaluate
the condition of the community's publicly owned trees, to calculate hazard tree ratings, to
update its tree management program, and to establish a benchmark for developing long-term
planning for its urban forest in the future. Following the inventory, our senior urban foresters
evaluated the tree data and wrote a Park Tree Management Plan for the City that
encompassed a five-year plan of activities. The completed inventory database was installed
into Davey's TreeKeeper® Online municipal tree management software. This software
includes a GIS module for viewing and manipulating the electronic maps of each park with
all of the tree locations. This software provides the City with the functional capabilities to
implement its park tree management program and to run its day-to-day maintenance
activities.
ANN
City of Sun Prairie, Wisconsin
Contact: Robert Holling 608-837-3449
During the summer of 2007, Davey Resource Group conducted a complete street and park
'Ws tree inventory for the City of Sun Prairie. Davey's inventory arborists collected data on over
,.� 9,800 trees, stumps, and planting sites. Each tree was inspected by a trained arborist, who
assessed tree health and structure, evaluated site conditions, and recommended prioritized
•� maintenance needs. Data was manually entered using HP tr3000 tablet computers. These
field computers were loaded with ESRI's ArcPad®software and basemaps provided by Sun
Prairie's GIS department. Davey inventory arborists populated an additional tree layer as
they recorded each tree's location and attributes. The collected data were then analyzed to
create Sun Prairie's Tree Inventory Management Plan—a Five-Year Urban Forest
Management Program. The data were then loaded into Davey's TreeKeeper®7.6 online tree
,.� management software which allows the City to plan and schedule work,print reports, and
maintain an up-to-date inventory.
Village of Lincolnshire,Illinois
-MN Contact: Tony Gliot 847-883-8600
.•. In 2003, Davey Resource Group conducted a GPS street tree and park tree inventory in the
Village of Lincolnshire, Illinois. Approximately 4,000 trees and plantings sites were located
with TrimbleTM ProXR GPS backpack units and evaluated on several attribute categories,
AM*, including condition and maintenance. An electronic "tree layer"that linked tree locations
with the attribute data collected during the inventory was then added to the City's GIS base
map. The collected data was processed, analyzed, and incorporated into a Tree Inventory
Management Plan. The management plan provides important guidelines that will enable
Davey Resource Group 10
\.r
a..
L
\•
ti.
a..
'time
\le"
`.
Lincolnshire to manage their urban forestry resources more efficiently. The management
plan presents a comprehensive five-year plan of maintenance activities designed to reduce
--t potential hazards, create a cyclical pruning program, and establish an annual tree planting
program. The Village also uses Davey's TreeKeeper 7 tree management software to plan,
schedule, and track tree work, maintain an up-to-date inventory, and print detailed reports on
the Village's trees.
Village of Oak Lawn,Illinois
Contact: Heather Green 708-499-7098
Beginning in fall of 2004 and continuing annually, Davey Resource Group performed a
customized street tree inventory for the Village of Oak Lawn. Phase III was carried out in
January 2006, and brought the total number of trees, stumps, and planting sites to
approximately 10,400. Tree attributes, such as species,size,condition,maintenance,and site
conditions,were collected on Trimble®ReconTM handheld computers. Davey Resource Group's
data were provided via TreeKeeper®7.4 software. This is Davey's own tree management
software developed specifically for municipalities to manage their street and park tree.
populations.
Village of Riverside,Illinois
�., Contact: Mike Collins 708-442-3590
.-� In Spring, 2007, a computerized tree inventory of the Village's 17 main public parks and 51
street triangle parks was conducted. Davey Resource Group's urban foresters collected the
tree data using handheld computers and GPS units were used to map individual tree
locations. Data were collected on approximately 2,800 trees to evaluate the condition of the
public trees, to rate the potential hazard of each tree,to determine the appropriate
maintenance need for individual trees, and to establish direction for long-term planning for
the Village's urban forest. Upon completion of the park tree inventory, the Village's tree
management software was upgraded from Davey's TreeKeeper®6 to TreeKeeper® 7.6. This
,.� software package allows the Village to locate, manage, and track trees for work planning and
budget purposes. A one-day training session on the management activities that can be
performed using the newest version of TreeKeeper®was conducted for Village staff.
INNVillage of Schaumburg, Illinois ,
Contact: Scott Finnander 847-895-7100
During the spring of 2003 and 2004, Certified Arborists from The Davey Tree Expert
Company and Davey Resource Group performed a citywide GPS street tree inventory for the
Village of Schaumburg. The inventory included a comprehensive assessment of the size,
health, and structure of approximately 25,000 public street trees that was used to recommend
and prioritize maintenance activities. Additional information, such as the presence of utility
"N lines, damage to hardscape, and growing space location information, was among other
••t, information recorded for each tree. Using Trimble Pro-XL GPS units, individual tree and
planting site locations were captured and linked with their technical attribute information for
use in Davey Resource Group's TreeKeeper®Online database. This software is used to more
efficiently plan and track the maintenance needs of Schaumburg's urban forest. Using the
, data from the inventory, the Village has been able to plan effectively for possible emerald ash
borer infestation, immediate and long-term maintenance concerns, and projected budget
information for the management of Schaumburg's urban forest.
Davey Resource Group 11
f
Sme,
Sw,
S..,
Sar
S..,
S.,
Sui
swe
1
I
S.,
S.,
S..,
S.,
City of Des Peres,Missouri
Contact: Steve Braddock 314-835-6158
^` A computerized tree inventory of the City's four main public parks was conducted in March 2007.
All tree data were collected using handheld computers and tree locations were determined using
GIS technology. Data were collected in order to evaluate the condition of the community's
publicly owned trees,to calculate hazard tree ratings,to determine a valuation for each tree,and to
establish a benchmark for planning Des Peres' urban forest in the future. Following the inventory,
the tree data were analyzed and a Park Tree Management Plan,that encompasses a five-year plan
of activities,was written for the City. Upon completion of the Park Tree Management Plan, a
Davey Certified Arborist conducted a one-day training seminar and presented the findings to the
"� City.
City of Washington, Missouri
Contact: Josh Pedersen 630-390-1080
A computerized tree inventory of the City's main nine public parks was conducted in January
2007. All tree data were collected using handheld computers and tree locations were determined
using GIS technology. Data were collected in order to evaluate the condition of the community's
publicly owned trees,to calculate hazard tree ratings,to determine a valuation for each tree,and to
establish a benchmark prior to developing a long-term plan for Des Peres' urban forest. Following
the inventory,the tree data were analyzed and a Park Tree Management Plan that encompasses a
five-year plan of activities was written for the.City. Upon completion of the Park Tree
Management Plan, a Davey Certified Arborist conducted a one-day training seminar and
presented the findings to the City. The completed inventory database was installed into Davey's
— Asset Manager municipal tree management software. This software includes a GIS module for
viewing and manipulating the electronic maps of each park with all of the tree locations. This
software provides the City with the functional capabilities needed to implement its park tree
management program and to run its day-to-day maintenance activities.
Offutt Air Force Base, Omaha,Nebraska
Contact: Richard Kemp 402-294-5125
--. Some of the landscape trees at Offutt Air Force Base are located in areas of high visibility or
high pedestrian and vehicle traffic. In order to minimize risk and efficiently prioritize tree
•� removal and pruning operations, a hazard risk assessment was needed for trees in these areas.
,, Davey Resource Group, a division of The Davey Tree Expert Company,was contracted to
conduct the tree inspection.
Davey Resource Group, assisted by Offutt Air Force Base personnel, inspected a total of 550
trees in and around the historic area of the base. Each of the trees was inventoried and
mapped. Based on the initial inventory inspection, some trees were determined to be in
definite need of removal,most trees were found to be structurally sound, and 14 trees were
found to require more critical inspection. For these trees, a Resistograph was used to probe
the interior of the tree and document the extent of internal decay. The results of the inventory
included a report containing prioritized maintenance recommendations, a list of all trees
inventoried arranged by area, a summary of tree species composition, a list of all trees
arranged by primary maintenance category, a list of all trees prioritized by risk factor,
primary maintenance and diameter, and a list and photos of trees inspected with
Resistograph.
Davey Resource Group 12
(
•..e
b*.e
H
H
City of Wilmington,Delaware, and The Delaware Center for Horticulture
Contact: Gary Schwetz 302-658-6262
During the spring of 2002, Davey Resource Group Certified Arborists performed a citywide
GPS street tree inventory for the City of Wilmington, in conjunction with the Delaware
Center for Horticulture. The inventory included a comprehensive assessment of the size,
health, and structure of approximately 19,000 public street trees that was used to recommend
and prioritize maintenance activities. Additional information, such as the presence of utility
lines, damage to hardscape, and growing space location information,was among other
information recorded for each tree. Using Trimble Pro-XL GPS units, individual tree and
planting site locations were captured and linked with their technical attribute information for
use in Davey Resource Group's TreeKeeper°Online. This software is now used to more
efficiently plan and track the maintenance needs of Wilmington's urban forest. Using the
data from the inventory, a Street Tree Management plan was written, which included topics
such as species diversity, immediate and long-term maintenance concerns, and projected
budget information for the management of Wilmington's urban forest.
City of Clearwater, Florida
Contact: Ray Boler 727-562-4950
In September 2005, a public tree inventory was conducted in the City of Clearwater, Florida.
"MIN Davey urban foresters performed this inventory of trees located along the public streets and
within parks and other public properties. Species, diameter, condition, and GPS location of
each tree or potential planting site were recorded using Davey's pen-tablet field computers
and backpack-mounted Trimble Pro-XRSTM GPS units. More than 28,000 trees and planting
^ sites were collected. Davey's pen-tablet field computers utilize ESRI's ArcPadTM software.
,.� After the inventory, data were formatted and delivered as an ESRI ArcViewTM shapefile for
incorporation into the City's Geographic Information System. Using the inventory data,
Daveyprepared a three-year management plan outliningpruningschedules, planting
Y g
schedules, and other urban forest management procedures.
Missouri State University, Springfield,Missouri
Contact: Guy DeVault 417-836-5441
--� A computerized GIS-based tree inventory of the University's main campus was conducted in July,
2007 by Davey's ISA Certified Arborists. All tree data were collected using handheld computers
and tree locations were determined using GIS technology. In January 2007,a severe ice storm
damaged 90%of the trees and caused 140 trees to be removed. Data were collected in order to
evaluate the condition of the University's trees,recommended maintenance needs,and to establish
-. a benchmark prior to developing a long-term master tree planting plan for Missouri States
University's urban forest. Following the inventory,the tree data were analyzed and a Tree
Inventory Management Plan that encompasses a three-year plan of activity was written for the
University. The completed inventory database was installed into Davey's Asset Manager 4.0 tree
management software. This software includes a GIS module for viewing and manipulating the
electronic maps of University with all of the tree locations. This software provides the University
with the functional capabilities needed to implement its campus tree management program and to
run its day-to-day maintenance activities.
Davey Resource Group 13
L
� f
'
L
� E
� I
City of New York,New York
Contact: Jennifer Greenfeld 718-760-6809
—. Beginning in summer 2006 Davey Resource Group performed a public street tree census for
New York City. Initially, this project was being performed by volunteers, working under the
.., direction of City staff. Davey Resource Group was retained by the City to assist in the data
collection. The inventory took place in all five boroughs: Manhattan, Brooklyn, Queens, The
Bronx, and Staten Island. Data collection was conducted using handheld computers. Over
the course of five months, Davey's urban forestry crews were able to quickly and efficiently
inventory approximately 95,000 trees, identifying species, diameter, planting site type,
utilities present, and any evident hardscape damage. The data were delivered to the City of
New York Parks and Recreation Department staff in November 2006.
City of Miami Gardens,Florida
Contact: Tsahai Codner 305-622-8009
AN,
In July 2006, Davey Resource Group performed a public street tree inventory in the City of
Miami Gardens, Florida. The inventory involved existing trees located along the public
rights-of-way throughout the City. This portion of the public tree population included
approximately 15,000 trees. The data were collected using Davey's pen-tablet field
computers and customized ESRI ArcPadTM GIS software. Davey used sub-meter capable
Trimble Pro-XHTM GPS units in conjunction with the pen-tablet field computer, allowing the
,.� urban foresters to locate the tree data point accurately on a map. The inventory data were
delivered to the City via Davey's TreeKeeper® 7 online software program,where data can be
easily queried,tracked, updated, and mapped.
City of Indianapolis, Indiana
Contact: Paul Pinco 317-327-7023
Between April 2002 and January 2003, Davey Resource Group performed a GIS street tree
inventory for Center Township within the City of Indianapolis, Indiana. All street trees were
inventoried using ArcPadTM version 5.0 data collection software on iPAQTM model 3650 pen-
based data collection units. The City's GIS department supplied all software, hardware, and
programming. Davey Resource Group personnel then used the City's hardware and software
to collect approximately 35,000 trees and stumps. All trees were evaluated for condition,
structural soundness, and hazard potential to enable the City to prioritize its maintenance
needs. Additionally, the City post-processed all of the tree inventory data and posted it on its
website at www.indygov.org/gis.
City of Marion,Indiana
Contact: Pat McCarty 765-668-4441
During the summer of 2003, Davey Resource Group conducted a comprehensive
computerized street and park tree inventory of approximately 11,600 trees and planting sites
for the City of Marion, Indiana. Tree attributes, such as species, size, condition,
maintenance, and site conditions,were collected on HuskyTM handheld computers:
Additionally, Davey mapped the location of each tree and planting site using a TrimbleTM
ProXR GPS backpack unit. All field data were delivered in ESRI's shapefile format and
integrated with Marion's GIS system.
1 1
Davey Resource Group 14
1 ''IN
`.
L..
4010,
`..
4r
1..
L
*S/
L..
L
a.
Sal
`.
L
SOP
`e
`.
S•.
`.
National Cemetery Administration
Contact: Tom Perkins 480-513-3600
Davey Resource Group has performed comprehensive tree inventories for 19 National
Cemeteries throughout the United States. Because the National Cemeteries receive so many
visitors each year, it is important to conduct inventories to determine if the landscape trees
are structurally sound, and to make recommendations on preserving those that are healthy:
The data gathered in each inventory provide a detailed account of the size, composition, and
condition of the cemeteries' trees. The data also provide a benchmark of the current state of
the tree population against which future progress can be gauged. Ultimately, the tree
inventory will be used as a tool that reduces landscape maintenance costs. During each
inventory,tree attributes, such as species, size, condition, risk factor, maintenance needs, and
-, site conditions, were collected on ruggedized,pen-tablet field computers. Each tree was
assigned a risk factor during the inventory that was used to create a maintenance plan to
mitigate the highest risk trees first. The locations of the trees were mapped using Global
Positioning System (GPS)technology in conjunction with Davey's customized data
.-� collection software. A customized Tree Inventory Management Plan was created for each
cemetery based on the findings of the tree inventory. The management plans for each
cemetery presented a well-designed program to reduce overall landscape maintenance costs
by improving landscape plant health and by increasing maintenance efficiency. The tree
- inventory data were delivered to the National Cemetery Association in Davey Resource
Group's TreeKeeper® Online software, allowing managers throughout the country to access
the data, instantly generate reports,track work activities and costs, and produce high-quality
maps. As tree maintenance is performed in the cemeteries, data within TreeKeeper® is easily
,.� updated,thus increasing the long-term usefulness of the inventory.
• Fort Rosecrans National Cemetery, CA (Zone 11)
• Golden Gate National Cemetery, CA (Zone 10)
• Los Angeles National Cemetery, CA (Zone 10)
• Riverside National Cemetery, CA (Zone 10)
• San Francisco National Cemetery, CA (Zone 10)
• San Joaquin Valley National Cemetery,CA (Zone 9)
• National Memorial Cemetery of Arizona, AZ (Zone 9)
• Prescott National Cemetery, AZ (Zone 5-7)
• Fort Logan National Cemetery, CO (Zone 5)
• National Memorial Cemetery of the Pacific, HI (Zone 11)
• Togus National Cemetery, ME (Zone 5)
.0.14 • Baltimore National Cemetery, MD (Zone 7)
• Beverly National Cemetery,NJ (Zone 6-7)
-fts, • Santa Fe National Cemetery,NM (Zone 5)
• Bath National Cemetery,NY (Zone 5)
• Woodlawn National Cemetery,NY (Zone 5)
AMIN
• Eagle Point National Cemetery, OR (Zone 7-8)
• Willamette National Cemetery, OR (Zone 8)
• Tahoma National Cemetery, WA (Zone 8)
Davey Resource Group 15
`e
L.
`.
4
V
L
�.e
�r
L
L.
City of Pittsburgh,Pennsylvania
Contact: David Jahn 412-665-3625
During the spring and summer of 2005, Davey Resource Group conducted a complete street
tree inventory for the City of Pittsburgh. Through the hard work of the City's Shade Tree
Commission, grant money was secured for this project and matched with funding from
Pittsburgh's Community Development Block Grant Program. Davey inventory arborists
INN
collected data on over 31,000 trees and stumps. Each tree was inspected by a trained arborist,
'N who assessed tree health and structure,evaluated site conditions, and recommended
,.� prioritized maintenance needs. Data was manually entered using HP tr3000 tablet computers.
These field computers were loaded with ESRI's ArcPad®software and basemaps provided by
Pittsburgh's GIS department. Davey inventory arborists populated an additional tree layer as
they recorded each tree's location and attributes. The collected data were then analyzed to
create Pittsburgh's Tree Inventory and Management Plan—a Seven-Year Urban Forest
Management Program. Like so many cities, Pittsburgh's trees have been neglected for
decades, creating many high-risk situations and safety concerns. The inventory resulted in an
unbiased analysis of Pittsburgh's urban forest, effectively identifying and prioritizing the
removal and pruning needs both in the short-and long-term. The data will eventually be
loaded into Davey's Treekeeper® software which allows the City to plan and schedule work,
print reports, and maintain an up-to-date inventory.
City of Buffalo, New York
Contact: Andy Rabb 716-884-9664
Davey Resource Group conducted a complete street tree inventory for the City of Buffalo.
The street tree inventory of over 100,000 trees was collected using specially programmed pen
tablet computers to collect tree and site data for each tree. These handheld computers
allowed Davey personnel to not only collect all of the necessary tree and site attributes (i.e.,
species, diameter, maintenance needs, etc.), but they also enabled our arborists to
electronically select tree locations on the City's digital GIS base map. To help the City better
,., utilize its extensive tree inventory database with its resident ArcView GIS software,Davey's
Information Technologies Department loaded all of the computerized tree inventory data into
the City's GIS software. This provided the City with a "tree layer", locating and identifying
all of the trees in the inventory on its base map along with the layers for the other
components of the City's infrastructure. This allows other City departments to have access to
the tree inventory information for planning and development purposes. Based on the
successful completion of the street tree inventory project, Davey Resource Group was
w contracted to prepare a Tree Master Plan for the City of Buffalo. The inventory information
was used to prioritize maintenance activities and project budgets for municipal forestry
operations for the coming five years. Projected tree removal information also was used to
build a reforestation plan designed to reverse the steady decline of Buffalo's urban forest and
begin to plant more trees than are removed. Other areas of focus within the Tree Master Plan
include reviewing all local ordinances that affect tree planting, maintenance and removal, and
analyzing the configuration of personnel and equipment relative to tree maintenance
operations. The Tree Master Plan uses detailed tree inventory information combined with
Davey's extensive experience in municipal urban forestry operations reviews to plot a healthy
course for Buffalo's trees.
Davey Resource Group 16
Cur
r..
a..
r.
L
Springfield,Massachusetts
Contact: Michael O'Loughlin 413-787-7775
Starting in November 2004, Davey Resource Group conducted a municipal street tree
inventory for the city of Springfield, Massachusetts. This inventory encompassed the entire
City, included over 30,000 trees, and was completed in May 2005. Springfield split the City
into 16 management units and prioritized them for the data collection. The trees were
evaluated for their species, size, condition, and maintenance needs. A tree risk determination
system was also part of this inventory, which assigned a"hazard rating"to each tree. This
rating, used in conjunction with a maintenance recommendation,allows the City to prioritize
their tree pruning and removals to effectively mitigate the potential risks from the City's
street trees. The attribute data for each tree were collected on Trimble Recon handheld units.
An X-Y coordinate was also collected for each tree using GPS technology. The product was
delivered to the City in the Tree Keeper® 7.5 online system. This system has incorporated
GIS mapping capability that enables the City to locate each tree and effectively manage their
urban forest.
City of Charlotte, North Carolina
Contact: Don McSween 704-336-5752
Beginning in 2002 and continuing annually, Davey Resource Group
performed a custom
"` street tree inventory for the City of Charlotte. Using handheld computers, approximately
.1 97,000 trees and stumps were inventoried in 2002-2006. Customized tree attribute data,
including height and canopy dimensions, detailed condition ratings, maintenance
recommendations, and growth space information,were collected. Davey Resource Group's
data were provided via TreeKeeper®7.4 online software. This is Davey's web-based
.r, management software developed specifically for urban forest managers to manage their street
and park tree populations. In 2004,the City of Charlotte upgraded their urban forest
management software to include ArcViewTM GIS mapping software and Davey's GIS Map
BrowserTM to manage the spatial information for trees and shrubs.
A
,.1
Davey Resource Group 17
.,.
‘41.,
NMI
`.
`.
...
`,
w.
i
...
'••..
`..
t..
••••...
Section Six: Time Line for Completion of Project
Projected Start
Task Date Delivery Date
Street Tree Inventory—
18,000 sites April 15, 2008 4—8 weeks
Golf Course Inventory— Upon completion of
7,000 sites street tree inventory 3 weeks
'h Park Tree Inventory— Upon completion of 3 weeks
ows 7,000 sites park tree inventory
TreeKeeper®7.6—Tree Upon completion of
Several options available
Management Software inventory
Upon completion of Guarantee project completion
Tree Management Plans inventory before August 31, 2008
Client Responsibilities
1. Provide Davey Resource Group with all maps and other information necessary at no
charge. This includes, but is not limited to: digital orthophotographs, available GIS data
layers, and/or other electronic or paper copies of maps for roads; pavement widths; right-
of-way widths; boundaries and utilities; and an electronic file or printed list of street
names and end points.
2. Provide daily contact information and directions as needed during the inventory process.
3. For the management plan, the City is requested to complete an urban forestry
management questionnaire,provide an electronic or printed copy of the current street tree
ordinance, landscape regulations, and other urban forestry program information as
--s needed.
4. The City is requested to coordinate with Davey project staff to host and conduct an
informational kick-off meeting immediately prior to the start of the fieldwork.
-ti
Davey Resource Group 18
or..,
`.
*...
'•••.
L
`.
\..
`.
`.
Section Seven: Inventory Data and Specifications
Davey Resource Group will conduct a tree inventory of all the City's public streets, 52 public
parks and 3 municipal golf courses. Davey's GIS-based tree inventory will be performed
using preprogrammed computers that collect tree data and various site attributes.
Collection Method
Waterloo's priorities for the inventory project are to be as accurate and efficient as possible
,.� in determining tree locations and tree attributes. To achieve these goals, Davey recommends
that a combination of Geographic Information System (GIS) and Global Positioning System
(GPS) equipment be used.
Airs
Generally,pen-based computers, customized with the City's tree attribute fields, aerial
photographs,and other GIS information,will be the primary tools used to collect tree
locations and data. GPS units will be used in conjunction with the pen-based computers to
obtain tree locations in open spaces, where GIS information is limited, and/or as a quality
control measure.
GIS-Based Data Collection
'1 Specifically, Davey Resource Group has found that the most efficient and accurate method
,1 for mapping tree locations is to utilize a three-tiered system: GPS technology, map data on a
handheld computer, and the arborist's field judgment. The Recon or pen tablet is loaded with
''1 ArcPad®and connected to a GPS unit,enabling the seamless functionality between GIS base
map data, GPS location technology, and Davey's tree/site attribute collection program.
The GPS shows up as a `bull's-eye' locator on the map serving as the first tier of tree location
during the inventory. The map, ranging from street centerline shapefiles all the way to
various resolutions of color orthophotography from a City GIS program, serves as the second
tier of tree location. The data collector,the third tier, draws from experience and applies field
judgment to make the ultimate decision based on what is seen in the field and often resolving
'1 the inconsistencies that can exist between map data and GPS signals. Used concurrently for
each tree, Davey's inventory arborists utilize the best available GIS maps, information, and
GPS technology to quickly and accurately plot tree/site locations.
Using this approach will gain the City these advantages:
1. Increased production rates. Location data entry using GIS with accurate base map
1 information is nearly twice as fast as using GPS equipment alone. Inventory personnel
1 are not limited by weather conditions or interference by buildings or other tall
obstructions.
2. High level of location accuracy. Admittedly, GPS location data can be more accurate
than manual GIS location entry. GIS is only limited by the accuracy of the base map
information provided. However, for urban forest management purposes and for other
citywide use, such as for public works and public utility projects, the accuracy of GIS
-. locations is usually more than sufficient.
Davey Resource Group 19
� f
• I
• I
• P
"y
3. Faster project completion. With the increased production rates of this methodology and
-'` the decreased negative effects of weather and satellite factors, the project can be
completed more quickly with less downtime.
-, The following information briefly describes the use of each technology.
-.1 Pen-Based Computer Technology
'` Davey Resource Group will utilize pen-based
.N computers specifically configured for this tree *'°
inventory project. During the project, data from
these field units will be uploaded directly to a
' � desktop computer for processing and storage. g[£
-s Pen-based computers offer several advantages
.1 over paper-based data collection:
--s. Data entry is quick because collectors use simple
input forms containing pick lists, check boxes, and .r
buttons to save time and money.
The computer only accepts certain entries,
--- decreasing errors. All information on a particular ,` :`
-� tree must be entered before the collector can
,� proceed. Crosschecking between fields occurs in t ' r
real time as well to prevent inconsistent results. .,�,, �;;
GPS Units
-, R}
Davey Resource Group will use GPS (Global
Positioning System) technology for this tree V
"`� inventory project. Combined with post-processing
differential correction, this technology provides the
most accurate method of locating tree positions
-- under favorable environmental conditions..Davey t.
.; Alt llPhw
- s Resource Group's arborists use Trimble Pathfinder
,,,_ Pro XR backpack units that are capable of sub .. Mir: ,,,;;; ,;,. ,j; _
-
meter accuracy to record the positions of trees and"� other infrastructure components. �� �
Due to the limitations of current GPS technology,
'.s please note that it may not be possible in all cases
--s to get exact GPS data for all trees es eciall those
near very tall buildings, in steep terrain, in the~ interior of heavily wooded areas, and in situations
-ti where several individual trees are growing closely
,, together. All efforts will be made to get location
data that is as accurate as possible, but sub-meter accuracy cannot be guaranteed in these
situations.
*01 The data can be exported in file formats compatible with commercial GIS applications,
-s including AutoCAD®, ArcView®, and Arclnfo®, or plotted on paper maps.
Davey Resource Group 20
L
`e
`w'
`r
`.
`r
Tree Inventory Data Fields
Davey Resource Group will collect the following standard data fields. The flexibility of our
software and the expertise of our staff allows us to customize these data fields or add new
ones to suit your needs.
1. Location—Davey Resource Group identifies the location of each tree and/or site. Street
tree locations and planting sites are organized by sequential tree site number and road
name, block side, or corner location. Park and open space trees are also organized by
sequential tree site number and property name. An X and Y coordinate will be generated
for each tree and site.
2. Species—Trees are identified by genus and species using both botanical and common
names and by cultivars where appropriate.
3. Tree Size—Diameter is measured to the nearest inch in one-inch size classes at 4-V2 feet
above the ground, or diameter at breast height(DBH).
4. Stems—The number of stems on trunks splitting less than one foot above ground level is
recorded.
5. Condition—The general condition of each tree is rated according to the following
categories adapted from the International Society of Arboriculture's rating system:
Excellent . 100%
Very Good 90%0
Good 80%
,.� Fair 60%
Poor 40%
Critical 20%
Dead 0%
6. Primary Maintenance Need. The following primary maintenance needs will be
determined based on ANSI A300 standard specifications:
'1 ➢ Removal. Trees designated for removal have defects that cannot be cost-effectively or
practically treated. The majority of the trees in this category have a large percentage
of dead crown. All trees with safety risks that could be seen as potential threats to
persons or property and seen as potential liabilities to the client would be in this
''1 category. This includes large dead and dying trees that are high liability risks as well
as those that pose minimal liability to persons or property will be identified in this
category. Priority of work should depend upon the Risk associated with the individual
trees.
➢ Large Tree Clean. These trees require selective removal of dead, dying, broken,
and/or diseased wood to minimize potential risk. Priority of work should be
dependent upon the Risk associated with the individual trees. Trees in this category
are large enough to require bucket truck access or manual climbing.
➢ Small Tree Clean. These trees require selective removal of dead, dying, broken,
and/or diseased wood to minimize potential risk. Priority of work should be
dependent upon the Risk associated with the individual trees. These trees are small
.1 growing, mature trees that can be evaluated and pruned from the ground.
''1
Davey Resource Group 21
Now.
ti.•
`.
`.
`.
Saw
`.
L
L.
`.,
'••.
`.
➢ Young Tree Train. These are young trees that must be pruned to correct or eliminate
weak, interfering,or objectionable branches in order to minimize future maintenance
requirements. These trees, up to 20 feet in height, can be worked with a pole pruner
by a person standing on the ground.
.-� ➢ Stump Removal. This category indicates a stump that should be removed. Lacking
specific information on stump removal required by local code requirements per the
client, any stump 6"or greater in diameter be specified for removal.
'1
➢ Plant Tree. During the inventory, vacant planting sites will be identified by street,
address and site number. The size of the site is designated as small, medium, or large
(indicating the ultimate size that the tree will attain), depending on the growing space
,.� available and the presence of overhead wires. Lacking local code definitions,planting
sites are determined based on standard specifications set forth in accepted technical
journals and by the arboriculture industry.
7. Secondary Maintenance Need. The following secondary maintenance needs will be
determined based on ANSI A300 standard specifications:
., ➢ Raise. Trees requiring pruning to remove low branches that interfere with sight
and/or traffic. Lacking specific information on clearance required by local code per
the client, 8 feet over sidewalk for Pedestrian clearance, 14 feet over roads for Traffic
clearance, and 7 feet in public/park areas to allow for grounds maintenance will be
used.
'� ➢ Reduce. Selective pruning to decrease height and/or spread of the crown in order to
.,� provide clearance for electric utilities and lighting.
'� ➢ Thin. The selective removal of watersprouts, epicormic branches and live branches to
reduce density.
"s ➢ Espalier. The combination of pruning, supporting and training branches to orient a
•-� plant on one plane.
'� ➢ Pollarding. The maintenance of a tree by making internodal cuts to reduce the size of
a young tree, followed by an annual removal of shoot growth at its point of origin.
', ➢ Vista. Selective pruning to allow for a specific view, such as in the case of an
unobstructed view between the house and a landscape.
➢ Utility. Selective pruning to prevent the loss of service, comply with mandated
clearance laws,prevent damage to equipment, avoid access impairment, and uphold
the intended usage of the facility/utility space.
➢ Restoration. Selective pruning to improve the structure, form, and appearance of trees
,., that have been severely headed, vandalized, or damaged.
'1 ➢ None.No secondary maintenance is recommended for the tree. This will be used as
the default value when Primary Maintenance equals Removal, Stump Removal, or
Plant Tree.
8. Risk Assessment. A risk rating will be assigned using an assessment protocol based on
the USDA Forest Service Community Tree Risk Rating System.
Davey Resource Group 22
L.
`Saw
\,.
`.
Sar
Stir
➢ Probability of Failure. Identifies the most likely failure and rates the likelihood that
the structural defect(s) will result in failure within the inspection period.
a) Low: some minor defects present.
� - minor branch/crown dieback
- minor defects or wounds
b) Moderate: several moderate defects present
- stem decay or cavity within safe shell limits: shell thickness> 1 inch of
sound wood for each 6 inches of stem diameter
- crack(s) without extensive decay
- defect(s) affecting 30-40%of the tree's circumference
- crown damage/breakage: hardwoods up to 50%; pines up to 30%
- weak branch union:major branch or codominant stem has included bark
- stem girdling roots:<40%tree's circumference with compressed wood
- root damage: <40%of roots damaged within the critical root radius
c) High: multiple of significant defects present:
- stem decay or cavity at or exceeding shell safety limits: minimum shell
thickness= 1 inch of sound wood for each 6 inches of stem diameter
''„s - cracks, particularly those in contact with the soil or associated with other
•defects
- defect(s) affecting>40%of the tree's circumference
- crown damage/breakage: hardwoods>50%; pines>30%
- weak branch union with crack or decay
- girdling roots with>40%of tree's circumference with compressed wood
- root damage: >40%of roots damaged within the critical root radius
- leaning tree with recent root breakage or soil mounding, crack or
extensive decay
"ws - •dead tree: standing dead without other significant defects
d) Extremely High: multiple and significant defects present; visual obstruction of
traffic signs/lights or intersections:
- stem decay or cavity exceeding shell safety limits and severe crack
- cracks:when a stem or branch is split in half or has cracks on opposite
sides
- defect(s) affecting>40%of tree's circumference or critical root radius
and extensive decay or crack(s)
- weak branch union with crack and decay
'1 - leaning tree with recent root breakage or soil mounding and crack or
I ^ extensive decay
- dead branches: broken (hangers) or with a crack
OWN
- dead trees: standing dead.with other defects such as cracks, hangers.
extensive decay, or major root damage
- visual obstruction of traffic signs/lights or intersections
- physical obstruction of pedestrian or vehicle traffic
'y
Davey Resource Group 23
So.
1r
Sow
`.
`.
`.
`.
Sowe
`.
S.
Som.
`.
Sr.
L
r..
➢ Size of Defective Part. Rates the size of the part(trunk or branch) most likely to fail.
a) Parts less than 4 inches in diameter
b) Parts from 4 to 20 inches in diameter
c) Parts greater than 20 inches in diameter
"� ➢ Probability of Target Impact. Rates the use and occupancy of the area that would be
struck by defective part.
..� a) Occasional Use:
- low use roads and park trails; parking lots adjacent to low
use areas; natural areas such as woods or riparian zones;
transition areas with limited public use; industrial areas.
b) Intermediate Use:
- moderated to low use school playgrounds, parks, and
picnic areas;parking lots adjacent to moderate use areas;
secondary roads (neighborhoods)and park trails within
,.� moderate to high use areas; and dispersed campgrounds.
,.� c) Frequent Use:
- emergency access routes, medical and emergency
facilities and shelters,and handicap access areas; high use
school playgrounds, parks, and picnic areas; bus stop ; •
visitor centers, shelters, and park administrative buildings
and residences; main thoroughfares and congested
intersections in high use areas; parking lots adjacent to
• high use areas; interpretive signs, kiosks; scenic vistas;
and campsites (particularly drive-in).
➢ Other Risk Factors. This category is used if professional judgment suggests the need
to increase the risk rating. This category can be used if professional judgment.
suggests the need to increase the risk.rating. It is especially helpful to use when tree
species growth characteristics become a factor in risk rating. For example. some tree
species have growth patterns that make them more vulnerable to certain defects such
as weak branch unions(silver maple) and branching shedding(beech). It can also be
.q used it the tree is likely to fail before the next scheduled risk inspection.
'^ 9. Risk Rating. The overall risk rating of the tree will be indicated, based on the sum of
above risk assessment field values. The following risk ratings will be assigned:
➢ None-Numeric Risk Rating equals 0. Used for planting and stump sites only.
..1
,,` ➢ Low-Numeric Risk Rating equals 3, 4, or 5. Trees designated as presenting a Low
risk have minor visible structural defects or wounds in areas with moderate to low
public access. At the current time, the defects do not meet the threshold of failure. No
corrective action is required. •
•
Davey Resource Group 24
Sir
\.
`.
S.
Sur
`e
`.
Sow
L
a..
a..
e..
➢ Moderate-Numeric Risk Rating equals 6, 7, or 8. Trees designated as presenting a
-� Moderate risk have defects that may be cost-effectively or practically treated. The
majority of trees in this category exhibit several moderate defects affecting<40%of a
trees trunk, crown, or critical root zone. At the current time,the defects do not meet
the threshold of failure. The defects may or may not result in the eventual tree failure.
These trees can be recommended for pruning or removal and should be addressed
•, after all Severe and High risk tree maintenance.
➢ High-Numeric Risk Rating equals 9 or 10. Trees designated as presenting a High
risk have defects that cannot be cost-effectively or practically treated. The majority
of the trees in this category have multiple or significant defects affecting>40%of the
trunk, crown, or critical root zone. Defective trees and/or tree parts are most likely
between 4 - 20 inches in diameter and can be found in areas of frequent occupation,
such as a main thoroughfare, congested streets,and/or near schools. Large dead and
dying trees that are high liability risks are included in this category. Currently these
defects indicate that the tree is failing, is in immediate danger of failing, or has
already partially failed. These trees can be recommended for pruning or removal and
should be addressed immediately after all Severe risk removals.
➢ Severe-Numeric Risk Rating equals 11 or 12. Trees designated as presenting a
Severe risk have defects that cannot be cost-effectively or practically treated. The
majority of the trees in this category have multiple and significant defects present in
the trunk, crown, or critical root zone. Defective trees and/or tree parts are most
likely larger than 20 inches in diameter and can be found in areas of frequent
occupation, such as a main thoroughfare, congested streets,and/or near schools.
Currently these defects indicate that the tree is failing, is in immediate danger of
failing, or has already partially failed. This category is reserved for the highest
priority removals only and corrective action should be taken as soon as possible.
10. Observations—General observations warranting recognition include the following:
Cavity/Decay Pest Problem
Grate/Guard Poor Location
Improperly Installed Poor Root System
Improperly Mulched Poor Structure
Improperly Pruned Remove Hardware
Mechanical Damage . Serious Decline
'aft% Memorial Tree Signs of Stress
,•� Nutrient Deficiency
'1 11. Further Inspection—Most trees in this category require an annual inspection for several
years. A healthy tree obviously impacted by recent construction serves as a prime
example. This tree will need annual evaluations to assess the impact of construction on its
root system. Another example would be a tree with a defect requiring additional
equipment for investigation.
ANS
12. Tree Valuation—A dollar value will be established for each tree using the trunk
formula method developed by the Council of Tree and.Landscape Appraisers and
accepted by the International Society of Arboriculture.
Davey Resource Group 25
No..
No.
`..
`M,
ti..
v
`.
`.
♦.
%%..
...
‘.•..
..••
ti..
ti.
13. Clearance Requirements—Pruning necessary to meet clearance standards over streets
and sidewalks is noted where branches are considered to be interfering with the
-�, movement of vehicles or pedestrians or where they are obstructing signs and street or
traffic lights.
14. Hardscape Damage-Where trees are present, damage to curbs and cracking or lifting
of sidewalk pavement one inch or more are noted.
15. Aboveground Utilities—The inventory indicates the presence of overhead utilities at the
tree site as well as current conflicts.
16. Growing Space Type—Growing space locations are categorized as:
Island Raised Planter
Median Tree Lawn/Parkway
Natural Area Well/Pit
Open/Unrestricted
17. Growing Space Size—The minimum width of the growing space for root development is
recorded.
18. Additional Notes—Additional information of possible importance is noted here.
19. Date of Survey
U. S. Forest Service i-Tree Software Suite Compatibility
.•� Davey Resource Group uniquely has a strong relationship with the U. S. Forest Service, and
has partnered with the Forest Service in the development, distribution, and training of the
i-Tree software suite. Davey has conducted the fieldwork for i-Tree projects,performed data
calculations, and has led many national training workshops since i-Tree's official release in
,.� 2006.
Davey's inventory data are compatible with i-Tree applications, such as Street Tree Resource
Analysis Tool for Urban Forest Managers(STRATUM) and the Storm Damage Assessment
Protocol (SDAP). The City may elect to have the data delivered in a format compatible with
these benefit and management models. Should the City require additional assistance to use
"1 Tree's cost-benefit models,Davey is fully qualified to perform the analysis and provide a
variety of reports based on the results and analysis, or provide training to City staff.
A
I
,.. Davey Resource Group 26
., Quality Control
--, Davey will provide and assure the City of Waterloo an accurate and high-quality inventory
,� project. Davey can make this assurance through these means:
-'` 1. Davey Resource Group's college-educated, professional urban foresters will conduct the
.� inventory. All of our inventory project managers are Certified Arborists through the
International Society of Arboriculture;we do not use students or temporary employees.
--., 2. During the inventory process, extensive quality control algorithms are applied regularly.
,� Using Davey's Proprietary Tree Collector Interface Software, quality control checks
verify the accuracy and completeness of the tree inventory data,such as duplicate sites,
', proper addressing,consistent data field collection, etc.
3. Davey's Information Technology Department also runs specific analysis software on the
collected data to ensure consistency and accuracy.
— 4. In addition to computerized quality checks and control, a senior inventory arborist on-site
regularly field checks data collected by other staff to assure adherence to city work
specifications and national industry standards.
P' + 5 t` : ':� : :k'.' M'tm" "sa E :::
d ''
:'
**:'. ,
„. ¶ RYRNES I \( K '
, . :� '"�
II."t'.'"' ,'(<i,�. H,� 6 d 'r`Y'y ta4.
All 7,000 trees within the 52 city parks will be inventoried.
Davey Resource Group 27
Lo
‘...0
\pe
I
I
%,..•
Tree Management Plans
The Tree Management Plan details an action plan for urban forest maintenance based on an
analysis of tree inventory data. Included in the management plan are various inventory
reports in a separate bound tree inventory workbook and an analysis of the current tree
population, growing environment,and maintenance needs, as well as long-range management
recommendations.
Management Plan Sections
Executive Summary—This section presents a brief overview of inventory findings. It
discusses major trends identified in the inventory, including species composition,
maintenance requirements,tree values, and conditions.
Methodology—This section details the definitions and data collection methods used to
conduct the inventory. All information collected will be documented.
Tree Population—This section discusses tree population characteristics that affect
management, especially species diversity, urban forest stocking level,potential planting sites,
urban forest condition, and maintenance requirements. Additionally, specific trends,
observations, and concerns noted during data collection will be discussed.
Urban Forest Management Program—This section details the activities that will constitute
a multi-year urban forest management program. Headings in this section will include:
priority maintenance needs; routine pruning program; training and small tree pruning
programs; annual tree planting programs; and public relations. A comprehensive estimated
budget will also be provided for each of the above activities.
Appendices—Also provided is a complete set of appendices that will be an important
reference for the future. Included are the following: planting and pruning guidelines;
recommended tree species; a sample comprehensive tree ordinance; a sample tree
preservation ordinance; sample specifications for contracting tree work; and sources of
additional information in urban forestry and arboriculture.
Tree Inventory Workbook
The Workbook includes the following reports:
1. Total Tree and Planting Site Listing—This report consists of an alphabetized street
address and site number printout of all trees and planting sites.
2. Trees recommended for Priority One, Two, and Three Removal
3. Trees recommended for Priority One and Two Pruning
4. Trees recommended for Routine and Training Pruning
Aftik
5. Trees located under overhead primary utility lines
6. Trees recommended for Further Inspection and Monitoring
ANN 7. Future Planting Sites
Davey Resource Group 28
`.
%we
`e
`..
L
L
`.
N
L.
oi
.1
1
Sections Eight and Nine: Tree Management Software
TreeKeeper('7
_ R ft Edt Detect Add Call Crag fL:,'� Wnh Erotica..., ��.
TreeKeeper®7 software 1DAVEy
rsi
viem Site u..:.. ,* 5,,,.r`®
comprehensive and state-of-the-art i
3.:1ni Sdr:
approach to urban forest management DknD AWN �F e
C 3 £,-L1 Fr_wL Werwcic iE Sa se I
operations. TreeKeeper 7 is Davey
'1 Resource Group's flagship product and it 112 2 t. 259'° '
,_.rary
.0"N is our most developed tree management -d
software system offering unique add-ons 2 .,
and data field options. TreeKeepere 7 is Fe"e. ''Up1e k`d''""" `�'�`y
"1 our most robust and well-rounded tree >.T
management software to date: ,e°
ptg l
What it does: TreeKeeper®7 is a web- `'_ _t :13.1tf„
based software package that allows the •
r--, 1,Ns.
client to manage tree inventories _, r DUI g
'� efficiently and effectively, manage calls ; N �t+: 1-j< ..21
.1 received from residents, generate work :vamp
orders from calls received, create - s
flexible reports, and allow for.an easy-
" to-use mapping system.
TreeKeeper°7 is flexible enough that it
E,,.r Add a Can can use GIS information, if available,
�, caner or not use it, if the information is not
Davey R<souce3rcap - available.
3720 FisLcreek Foal
Sto J& 44224. - - .
1. w°�'8°° 2a-3312 A hands-on view of Davey's TreeKeeper°7
, ,,oe:
management software is available at
Sire www.treekeeperonline.com.. Click on
1)00 ABIst TT AVE IN
Site 10 Sde From "TreeKeeper" at the top of the page. Then,
' V;ewllns Ste Select New Site Find Work at ttus Sire - "Demo",— _ click on Demo ,page down, and click on
Reason !Request for Dunce:I Priam De,ae,- "Login". From here, frequently asked
,,ate 'December j[10 1.112033JI:\ questions can be viewed through the
l;all taken �Atlministretoi "Sampler" or select one of the four options
Please = T===___.==an z=np° °1° listed in the upper left hand corner which
...�, C�mmenss
r ' will place you into a working tree
I Log can I Mew Celt'1
inventory.
Ue ...�Lion System _ - TreeKeeper 7.4 I
.1 Davey Resource Group 29
-r.
\.
ft.
'kin/
o.
*..
Now
".,.
L
`.
`.
\..
ti..r
*NI
L.
‘••►
TreeKeeper®7 Integrated Mapping Component
A recent development in TreeKeeper®7 -- .:. - _T--_
—. �Q�2�� F"i0 R 4 7 +r
makes it possible for the user to utilize
their TreeKeeper'7 database with a map ,..; ° r "` eta ' ..
-. without placing any extra requirements `` _ �'�=` , 1 t :' a „, .,
on the user's computer. Anyone with '-,"" *4 '
Internet Explorer(a free web browser E j '
', provided by Microsoft) can access ,;
,. Davey Resource Group's TreeKeeper®7 �, ` "; , §„ °
management software. This feature" `g. s4' s ` . /
enables the user to have a system that is . s r z
capable of mapping queries, zooming, . '� dss"; ►"01,,' x`: " '�,TM
,� panning, and moving tree points. And, it51!, ire,,
it supports multiple,.simultaneous users, % ' 7fl l'
meaning that more than one user can 11„1.ass 76 I' ..
.: )/7/(:-,,Aseel ,..P.. '
interact with the database at the same ' k`
,, time and view the changes the other user sy
is making instantly. , 4,,�a 62. �n �t�
The mapping component allows the user ` cis " 't �4 , r ,� 4
'1 to view TreeKeeper®7 sites within a . ;'"i , ,; p .>. _. • ..
I '1 map-based system while still having all
,, of the reporting and querying power of TreeKeeper`'7 management software.
.1 The "map window" is used to access stored GIS map data from the map server either in
ArcView shapefile format or common image formats (aerial photos or scanned facility
maps). It provides GIS functionality through its associated mapping tool buttons
-., including zoom,pan, identify, label, measure, and print tools. Base maps can be toggled
,, on/off and a key map tracks the main map position on a small-scale overview map of the
user's choice.
',
The mapping component requires a deployment of TreeKeeper®7 and can be used with
'1 Microsoft Windows 2000 or higher in conjunction with Microsoft Internet Explorer®5.5 or
's higher. The Integrated Mapping Component is included in all TreeKeeper 7 deployments.
''1
moik
j ^ Davey Resource Group 30
II ,
l
ti.
L
L
4
a..
L
L.
L.
TreeKeeper®7 Reporting Capabilities
Another great feature of the TrceKeeper®7
Reports
~ management software is its very flexible
^ reporting system which allows the user to Pre Formatted: User Formatted:
design his own reports and to save report
layouts to run again in the future with other Species Frequency Site Listing
data. Streets with Trees Work Listing
Work Frequency Summary Reports
Various reports can be created including:
customized site listing reports, customized Work Reports Work Summary Rep tt
ANS summary reports,tree valuation reports Street Block Information i J
.1 based on the ISA Guide for Plant Appraisal,
9th Edition, and even pie and bar chart
reports. Some simple pre-formatted reports Custom Reports
"1 have been created by Davey Resource
., Group and are provided. User Created Laveut.
.� Tree Valuation
Not only is the data easy to report on, it is
--� easily exported to other software applications such as Microsoft Office and other word
,, processing programs and spreadsheet programs.
,.` TreeKeeper°7 Data Tracking Capabilities
The diagram to the right illustrates the
types of data that TreeKeeper®7 is Digital Photos Documents
capable of tracking. A key feature of ,
'', TreeKeeper`''7 is its ability to track sr,
.' various types of data including '°tr
electronic documents. This means that %
not only is TreeKeeper®7 capable of .N''�
', tracking work histories, it can also
...., store digital photos, letters to the irna4eLjp9
residents,tree hazard evaluation forms,
-� ork
and other pertinent documents that the e.kee _r,, h amp History
,AN Site Crown reduction prune1 user may wish to keep associated with on Aug. 12th 2003 done
,.� a given tree or site. / by ABC Tree Service
'.., All electronic documents are easily
r accessible through the "view site
screen" of TreeKeeper®7. From this Tree Attributes Cali History
'', branrpie: Lxarnpte:
screen,the user can download Species ►o4r.Seth Roth called on
"1 documents to review or u load new
OBri
Condition April 2401,requeshi
ii
P 4n service.
,1 documents to file with the site.
0.1
.1
Davey Resource Group 31
`v
'N r
Nur
N r
\r
Sur
Nur
`r
`..
`r
V
Nr
,.1
TreeKeeper®7 Field Options Y y 1
Pen Tablet/Field Laptop Option: Database Synchronization Program
Login.... _.
_ Mastei DB URL rhttp r ik
® Master DB
Requirements: TreeKeeper 7 (any iDem°'user
Maste:DB Password
deployment)and a Windows 2Q00 or i""
higher laptop or PenTabletcomputer for Replicated DB URL h,tp,7127 0o1,k7
field use. - Replicated DB LoginNmne tDernoUser _.
Replicated DB Password ::
What it does: The user can install Sycrchrarxzat,on
® Single table Site&Work record Readme Version EsR
standalone TreeKeeper®7 management synchron,7.17 Synchroneahon
software on a field computer. This ,ntiahza6on DEY ^ _
;et up replicated database Reset .dw
.•� software will synchronize any changes database RE:ioeeE user
that user makes to the field database as
well as any changes made to the master
database while in the field.
The key advantage.of this option is that the user is actually running TreeKeeper®7 in the
field. With this option, anything that can be done in the office can be done in the field.
TreeKeeper®Installation Options
Subscription: Davey Resource Group hosts the data on its web-server. Clients retain full
ownership of all data and can access the data from anywhere in the world that internet access
is available. Davey Resource Group backs up and maintains the data and web-server.
-1 Program upgrades are provided to the client free of charge. Concurrent access is possible.
There is a recurring annual cost for this deployment.
Standalone: Client downloads and runs TreeKeeper®7 management software on one
computer. Access to edit and view the data is limited to one computer. Concurrent access is
not available. There is a one-time cost for this option.
Network: TreeKeeper®7 management software runs on the client's web-server. Concurrent
access is allowed. There is a one-time cost for this deployment.
Software Training and Support
'1 Davey Resource Group can provide a six-hour on-site training seminar specifically designed
for the client. Training will focus on GIS basics and TreeKeeper®7 software capabilities,
including working with the "map screen" and map data as well as introducing users to
attribute input and querying. Other aspects of the software are reviewed with time allotted
based on user interest and skill level. With the on-site training, one full year of unlimited
,.� telephone support is included. Additional five-hour blocks of telephone support may be
purchased for following years.
r'1
''1
0—, Davey Resource Group 32
`.
`.
`..
dr
Sow
'taw
`tor
L..
Section Ten: Additional Information
-� The Davey.Tree Expert Company and Davey Resource Group
Qualifications
John Davey founded The Davey Tree Expert
Company 125 years ago on the premise that
people and the natural environment could co- LL ��
exist with proper planning and care. Today, !
'1 his fundamental belief has grown into a ovvr,optyty TREE SURGEOGfo
N,
i
# comprehensive offering of urban forestry " `,, rep .5 ttte �
4 management and natural resource consulting ""
services through Davey Resource Group.
Since 1990,Davey Resource Group scientists haggle
-- �_
have provided expert urban forestry
consulting services to a wide variety of clients, including municipalities,parks, cemeteries,
—� golf courses, utilities, and the private sector.
Davey Resource Group has extensive experience assisting urban foresters and municipal
arborists in urban forest management, tree data collection, and interpretation with computer
software. Davey Resource Group has inventoried well over two million trees while
conducting more than 500 urban tree inventory projects. Many of these projects included
preparing comprehensive urban forestry management plans. Davey Resource Group
developed TreeKeeper® 7.6 tree management software, with nearly 800 groups using the
..� program to manage their urban forests.
.,.1 _./�..: .$, st y ,- - -
rt.
sas
l { x Davey Resource Group arborists collect tree
inventory data that help urban forest
i u A managers develop long-term plans and
*V, +g 1, objectives to maintain the health and beauty of
psi i t `` T ° : 6'*" these important natural resources.
++ FI
•1 Davey Resource Group 33
`..ft.
`.
S..
`'
\.
�•
`.
Personnel Profiles
Joshua J.Behounek is a regional business developer and project manager with Davey
Resource Group based in central Missouri. Mr. Behounek started his career as an inventory
arborist working on many large-scale street tree inventories across the country. While in this
-1 role, he was responsible for utilizing GPS and computer based technologies to map tree
locations and assess a wide range of various species attributes.After a successful transfer to
the Davey Tree residential office in Northwest Chicago,he was able to gain further
knowledge as a plant health care technician and tree climber. He was promoted to a Class AA
Sales Representative where he was responsible for sales development,production
coordination, service calls, and customer relations. Mr. Behounek performed managerial
duties over a staff of 26 field workers including daily assignments and production. He has
worked with many municipalities,park districts, colleges, golf courses, and private
,., landowners to help manage and care for their urban forests. Mr. Behounek is a Certified
Arborist(IL-4282A)through the International Society of Arboriculture and a member of the
Southern Illinois University Agricultural Leadership Board. Mr. Behounek is a graduate of
the Davey Institute of Tree Sciences, a four-week comprehensive training program developed
by founder John Davey. He graduated, as a member of Xi Sigma Pi National Honorary
Society,with a Bachelor of Science degree in forestry resource management from Southern
Illinois University at Carbondale.
Shawn William Bruzda is a senior urban forester and biologist with Davey Resource Group.Mr.
•
Bruzda serves as an inventory arborist/urban forester for all categories of tree inventory projects,
including cemeteries,FEMA-related projects,golf courses,military bases,municipalities,parks,
tree preservation inventories and planning and appraisal projects,and university and corporate
campuses.He specializes in tree inventories located in the southern United States,as well as
southern tree species and tropical and sub-tropical hardwood and palm identification.Mr.Bruzda
is also responsible for the creation and dissemination of tree inventory management plans,as well
as reports dealing with various applied urban forestry topics.He has extensive experience with
both GPS and handheld and pen-based data collection units and their respective software
applications.He has served as project manager on numerous large-and small-scale municipal tree
inventories throughout the United States.Recently,he has participated in the collection of data for
,.` Street Tree Resource Analysis Tool for Urban Forest Managers(STRATUM). STRATUM,
developed by the U. S.Forest Service, is a model used for analyzing the benefits of urban street
trees as well as the costs of managing them.As.a biologist with Davey Resource Group,Mr.
Bruzda is responsible for ecological surveys,fish and macroinvertebrate identification and data
analysis,general fieldwork,and technical report writing.Proficient with AutoCAD software,Mr.
Bruzda uses these skills to help create maps of wetlands delineations and tree related projects.He
also assists in various other areas, such as wetlands delineation surveys, bat mist-netting surveys,
endangered species studies, habitat analyses, secondary source reviews,and technical report
writing. He is a Certified Arborist(OH-1342A)through the International Society of Arboriculture
AMIN
(I SA)and member of the Ohio Chapter of the ISA.Mr.Bruzda is a graduate of Kent State
University,having received a Bachelor of Science degree in biological sciences with an emphasis
in aquatic ecology.
'1 Dane Connolly-Nelson is an urban forester with Davey Resource Group. Mr. Connolly-
Nelson conducts computerized tree inventories for parks and municipalities using pen-based
GIS data collection units. Using this type of field equipment, he has assisted with tree
inventory projects in Winter Haven, Florida and Charlotte,North Carolina. Mr. Connolly-
Nelson's past internship experience includes working with the City of Racine, Wisconsin's
Davey Resource Group 34
S..
`.
`..
`.
`..
w.•
�.
`.
Same
So..
forestry crews as a groundsman. He was also involved in the City's annual tree planting
project and gypsy moth survey. Mr. Connolly-Nelson also interned with The Davey Tree
Expert Company in New Berlin, Wisconsin where he worked as a residential tree trimmer.
Additional experience includes working as a research assistant with Rainbow Treecare
Scientific Advancements in Minneapolis,Minnesota. There he was involved in evaluating,
analyzing, and implementing new and ongoing green industry research projects throughout
the country. Mr. Connolly-Nelson is a Certified Arborist(IN-3190A)through the
International Society of Arboriculture and was elected President of the University of
Wisconsin—Stevens Point chapter of the Student Society of Arboriculture in 2006. He is a
graduate of the University of Wisconsin-Stevens Point with a Bachelor of Science degree in
I #11 urban forestry.
Aren Dottenwhy is an urban forester with Davey Resource Group, specializing in tree inventory
-� projects for municipalities and parks. She has directed the street and park tree inventory in
,.� Lakeland,Florida and assisted with similar large-scale inventories in Lakeland and Clearwater,
Florida,Pittsburgh,Pennsylvania,and Charlotte,North Carolina. In all cases,a pen-based GIS
data collection unit was employed.In 2005 and 2006, she has participated in the collection of
reference city data for the development of Street Tree Resource Analysis Tool for Urban Forest
Managers(S IRATUM). STRATUM,developed by the U. S.Forest Service, is a model used for
analyzing the benefits of urban street trees as well as the costs of managing them.Ms.Dottenwhy
has collected data for this important project in Boise,Honolulu,and Indianapolis.Ms.Dottenwhy's
past internship experiences include working as a crew assistant on the Northern Divide Grizzly
Bear Project,where she helped estimate the number of grizzly bears inhabiting the northern
continental divide ecosystem. She also has experience as a crew chief and GIS digitizer on the
Upper Wabash Ecosystem Project(UWEP),a Purdue University project studying soil,water,
forest,fish,human,and wildlife resources in the Wabash Basin in Indiana,as well as personal
attitudes toward these resources.Ms.Dottenwhy is a Certified Arborist(IN-3190A)through the
International Society of Arboriculture,and a graduate of Purdue University with a Bachelor of
Science degree in natural resource management focusing on human dimensions and
communication.
Lance Dye is an urban forester with Davey Resource Group. He conducts computerized tree
inventories for parks and municipalities using pen-based GIS data collection units. Using
this type of field equipment, he has assisted with the Charlotte,North Carolina tree inventory
project. Mr. Dye gained valuable urban forestry experience as an intern with the City of
Bloomington, Indiana Parks and Recreation Department, where he performed street and park
tree maintenance for the Urban Forestry Division. In addition, he also collected street tree
data for the City of Bloomington Street Tree Analysis, a joint project between the City of
Bloomington and Indiana University. During this inventory, data were collected on handheld
PDA computers using the U. S.Forest Service's i-Tree tool known as Mobile Community
,.� Tree Inventory (MCTI) software. Mr. Dye is a graduate of Indiana University with a
Bachelor of Science degree in environmental management.
Eric George is an urban forester with experience in both traditional forestry and urban forestry
management projects using orthophotographs,topographical maps,and handheld data collection
oes
tools.He has served as the site manager for large-scale municipal street tree inventories in
Springfield and Worcester,Massachusetts.Data were collected and presented in MCTI format,a
community forestry benefits analysis tool developed by the U. S.Forest Service which gives
Springfield and Worcester an effective way for managing the health of the urban forest while
maintaining safety for its citizens.Via the MCTI data collection project,Mr.George gained
Davey Resource Group 35
St.
`.
Stine
V
`..
'tam.
`/
`.
`.
`.
comprehensive knowledge of ArcView 3.2 and Trimble Pathfinder Office software,as well as
Trimble GPS field equipment and the differential correction process.Mr.George has extensive
experience with the urban forest of New York City.From March-June,2006,he worked on the
Asian Longhorned Beetle Cooperative Eradication Program in New York City.In this position,he
acted as a field technician and liaison to the USDA.From July—November,2006,he oversaw a
', city-wide street tree census for the New York.City Parks and Recreation Department.In this role,
...„ Mr. George supervised 8 field technicians who collected data on approximately 113,000 publicly
owned trees in the Burroughs of Queens,Brooklyn,Bronx,and Staten Island.Mr.George also has
experience with land management, including monitoring the health of natural systems,observing
and sustaining tree health,and safely using and maintaining heavy equipment and machinery:He
has also supervised and trained other employees while serving as crew leader for U. S.Forest
Service research projects in the southwestern United States.Mr.George is a Certified Arborist
(NE-6360A)through the International Society of Arboriculture.Mr. George graduated from the
''N University of Vermont with a Bachelor of.Science degree in forestry:
Joseph Gregory is an urban forester and Coordinator of Urban Forestry Services for Davey's
Natural Resource Consulting group.Mr. Gregory is responsible for oversight of Davey's urban
forestry related projects, including supporting business development,staffing,scheduling,and
managing tree inventory projects,performing quality control checks,and providing training and
professional development opportunities for Davey Resource Group's urban forestry staff. He has
extensive experience with GPS technologies,several types of field data collection computers/units,
tree inventories,urban tree risk assessment,and the i-Tree suite of software.In the cities of Kent,
Ohio,Minneapolis,Minnesota,and Nebraska City,Nebraska,Mr. Gregory oversaw data
collection for incorporation into the U. S.Forest Service's UFORE(Urban Forest Effects Model)
and STRATUM(Street Tree Resource Analysis Tool for Urban forest Managers). The UFORE
and STRATUM models are components of the U. S.Forest Service's state-of-the-art,peer
reviewed, urban and community forestry analysis and benefits assessment software suite called i-
Tree. Mr. Gregory has coordinated numerous municipal inventory projects throughout the United
States including Wilmington,Delaware,New York,New York,and Pittsburgh, Pennsylvania. He
also serves as the Consulting Arborist to the Borough of North East,Pennsylvania. He is a
Certified Arborist(OH-1420A)with the International Society of Arboriculture and a 2006
--� participant of the Society of Municipal Arborist's Municipal Forester Institute. Mr.Gregory joined
Davey in 2001 and graduated from.Kent State University with a Bachelor of Science degree in
conservation.
Jennifer L.Gulick,M.A.,is a business developer and project manager responsible for assisting
governments,businesses,utilities,and non-profit organizations with various project development
and implementation plans specializing in urban forestry,park management,and land development
programs.Ms. Gulick has managed and been a key contributor to diverse local and national
projects. She has created Urban Forestry Master Plans for the Cities of Alexandria and Leesburg,
,1 Virginia; conducted county-wide forest quality analyses in Kentucky;and evaluated and appraised
tree and landscape casualty losses in Colonial Williamsburg,Captiva Island,and coastal New
Jersey. Ms. Gulick's work nationally includes managing urban forestry consulting projects for the
Veterans Administration National Cemeteries and all branches of the U. S.military. She has also
directed research and education projects funded by the U.S.Forest Service,including a
computerized stormwater model demonstrating the effectiveness of"green"BMPs,a watershed
issues characterization and analysis,and an urban forestry management outreach program for
public works directors.Ms.Gulick has over 24 years of experience and joined Davey Resource
Group in 1999 after a successful career in municipal government. She is an International Society
of Arboriculture Certified Arborist(OH-0069)and Municipal Specialist,and is a Certified
0.441 Davey Resource Group 36
I
\or
`.
`/
`.
Nome
`.
`.
Sir
`.
L
ti.
L..
r..
Forester as recognized by the Society of American Foresters. Ms.Gulick is also a Past-President
of the Ohio Chapter of the International Society of Arboriculture,President of the Greater
Cincinnati Branch of the Professional Grounds Management Society,and is a board member of
the Kentucky Division of Forestry's Urban Forestry Advisory Council,the Northern Kentucky
Urban and Community Forestry Council,and the Boone County Urban Forestry Commission.Ms.
Gulick received a Bachelor of Science degree in forest resource management from West Virginia
University and a Master of Arts degree in public administration from the University of Cincinnati.
Ryan Gustafson is an urban forester with Davey Resource Group. Mr. Gustafson conducts
computerized tree inventory projects for municipalities,parks, and golf courses. He has
experience with pen-based GIS data collection units. He has assisted in Oak Lawn, Illinois;
Hamilton Country Club, Ontario;New Orleans Audubon Zoo and Park, Louisiana;
Clearwater and Lakeland, Florida tree inventories. Mr. Gustafson has served as project
manager for other urban forestry projects in Jacksonville, Sewall's Point, and Winter Haven,
,.\ Florida. Mr. Gustafson's past internship experience includes working for Davey Tree's
Minneapolis, Minnesota residential tree care office for two summers as a lawn care
technician and tree care crew member. He interned for two summers as the Assistant County
Forester for Sherburne County, Minnesota,working closely with the County's oak wilt
suppression program and the county park system. He also had an environmental internship in
Phayao, Thailand, where he learned about the local natural resources and gave
01 recommendations on how to improve current environmental programs. He is a Certified
Arborist(MN-4145A) with the International Society of Arboriculture and a Certified Tree
Inspector for the state of Minnesota. Mr. Gustafson was elected President of the University
of Wisconsin-Stevens Point chapter of the Student Society of Arboriculture in 2004, and is a
graduate the University of Wisconsin—Stevens Point with a Bachelor of Science degree in
— urban forestry.
Wes Hurlbert is an urban forester with Davey Resource Group.Mr. Hurlbert conducts
computerized tree inventory projects for municipalities,parks,and golf courses. He has
experience with GIS-based pen tablet computers and handheld PDA data collection units,as well
as GPS technology.He has assisted in the public tree inventories of New York City,New York,
and Orlando,Florida.During the winter of 2007,Mr.Hurlbert was a member of Davey's storm
damage assessment team,working for Erie County,New York during the aftermath of a
devastating snow storm. Mr.Hurlbert has prior experience as a tree climber,ground crew
member,and spray technician,working in various locations in the United States, Switzerland,and
Greece.He is a Certified Arborist in Massachusetts(MCA#2194). Mr.Hurlbert graduated from
Stockbridge School of Agriculture with an Associate's degree in arboriculture and park
management and the University of Massachusetts at Amherst with a Bachelor of Science degree in
urban forestry.
Jim Jenkins is an urban forester who conducts and oversees computerized tree inventory projects
for municipalities,parks,and future building sites.He has experience with GPS and GIS systems,
handheld and pen-based data collection units,and several different inventory data collection
.^-N software programs. Recently,Mr.Jenkins has coordinated the Street Tree Resource Analysis Tool
for Urban Forest Managers(STRATUM)data collection for reference cities in strategic
geographic regions throughout the United States. Specifically,Mr.Jenkins led data collection
teams in Minneapolis, Charlotte,Charleston,Albuquerque,Boise,Honolulu,New York,and
Indianapolis. STRATUM,developed by the U. S. Forest Service, is a model used for analyzing
benefits of urban street trees as well as the costs of managing them.Mr.Jenkins also worked on
the Asian Longhorned Beetle Cooperative Eradication Program in New York City.In this
Davey Resource Group 37
`.
Sow
Sow
`.
Sow
`r
`o
Sow
`w
Sow
Sow
`..
Sow
Sow
Sow
Sow
Sow
Sow
Saw
Sow
Sony
Sow
Sow
`.
Sow
`.
so..
\.w
Sow
Sow
Sow
sow
r.,
sow
position, he acted as a field supervisor,quality control manager,data manager,and liaison to the
USDA.His professional certifications and licenses include recognition as a CertifiedArborist
-1 (OH-1425A)through the International Society of Arboriculture and tree, shrub,aquatic,forest,and
turf pesticide application licenses through the Ohio Department of Agriculture.Prior to joining
Davey Resource Group,Mr.Jenkins served as a lawn care technician for Davey.Tree's East
Cleveland,Ohio residential tree care office. Mr. Jenkins is a Certified Commercial Pesticide
.-� Applicator in the states of Indiana(License.No.F216933),New w York(License No:
C0840461), and Ohio(License No. 10549). He is a:graduate of the Davey Institute of Tree
Ames
Sciences,a four-week comprehensive training program developed by founder John Davey,and
also holds a Bachelor of Science degree in conservation from Kent State University:
11144
Kasey Krouse is an urban forester with Davey Resource Group.Mr. Krouse conducts
computerized tree inventory projects for municipalities,parks,and golf courses. He has
experience with GIS-based pen tablet computers and handheld PDA data collection units,as well
as GPS technology.He has assisted in the public tree inventory in Lakeland,Florida.He has
served as project manager for the public tree inventory in Jackson,Tennessee. Mr.Krouse has
prior experience with Purdue University,where he performed street tree inventory work for the
City of West Lafayette,Indiana.Mr.Krouse has conducted research on the effects of herbicides on
herbaceous species,under the Urban Forestry Department at Purdue University and has also
served as a wildlife technician for graduate students in the Natural Resource Department at
Purdue.He has studied abroad in Christchurch,New Zealand,where he studied plantation forestry
practices in the South Pacific.He is a Certified Arborist(IN-3243A)with the International Society
of Arboriculture,and was a recipient of the Tree Funds Felix Memorial Scholarship in 2005. Mr.
Krouse graduated from Purdue University with a Bachelor of Science degree in forestry,
specializing in urban forestry and international studies.
Joel Potter is an urban forester with Davey Resource Group. Mr. Potter conducts
computerized tree inventory projects for municipalities, parks, and golf courses. He has
experience with GIS-based pen tablet computers and handheld PDA data collection units, as
well as GPS technology. He has assisted on the public tree inventories of Jacksonville,
Lakeland, and Orlando, Florida. He holds prior urban forestry experience as an intern with
, the City of Mobile,Alabama Urban Forestry Department, where he was involved in public
tree assessments, code enforcement, as well as other urban forestry duties. Post-internship,
Mr. Potter went on to work for the City of Mobile constructing and conducting a city-wide
street tree inventory. Mr.Potter is a Certified Arborist(SO-5743A)through the International
Society of Arboriculture. He is a graduate of The University of Auburn and holds a Bachelor
•1 of Science degree in horticultural science with an emphasis in nursery and greenhouse
management.
Cindy Puzio is an urban forester with Davey Resource Group.Ms. Puzio conducts
computerized tree inventory projects for municipalities, parks, and golf courses. She has
experience with GIS-based pen tablet computers and handheld PDA data collection units,as well
as GPS technology. She has assisted with public tree inventories in Jacksonville,Florida,Lodi,
New Jersey,and Lower Merion,Pennsylvania. Ms.Puzio has prior experience with the New
Jersey Forest Service doing a tree inventory of Highland Park,New Jersey in regards to the impact
of trees on energy usage. She has studied abroad in Germany and Austria studying historic and
modern urban landscapes while designing an entry space for the 2005 National.German Garden
Show in Munich. Ms. Puzio is a graduate of Rutgers University with a Bachelor of Science degree
in environmental planning and design along with a specializing certificate in Urban/Community
Forestry.
Davey Resource Group 38
Nee
\r
it
ftwe
1
1..
L..
1,.
L..
Nathan Randolph is an urban forester with Davey Resource Group. Mr. Randolph
specializes in computerized tree inventories for municipalities and parks utilizing pen-
-.., based GIS data collection tools. He has assisted with data collection in Slidell, Louisiana,
and Jacksonville, Florida. Mr. Randolph has three years of prior experience as a utility
forester in Northeast Ohio. He is a Certified Arborist(OH-5335A)with the International
Society of Arboriculture. Mr. Randolph is a graduate of Kent State University and holds a
Bachelor of Science degree in conservation.
Shirley Trier,M.S., is a regional business developer and project manager based in the
'1 southeastern United States. She is responsible for assisting governments,businesses,
'1 communities,and not-for-profit organizations with urban forestry and ecological
;.y restoration projects and implementation plans. Prior to joining Davey, Ms: Trier worked
for the State of Florida Division of Forestry where she administered a multi-million
dollar urban forestry grant program that focused on mitigating hurricane damage. While
in this role, she assisted governments, communities, golf courses, and not-for-profit
organizations with the implementation of urban forestry projects including tree plantings
and removals, pruning, management plans, and street tree inventories. She also designed
educational materials for distribution to tree care professionals as well as homeowners.
Ms. Trier has several years of experience managing parkland and natural areas and has
worked in southern Florida developing ecological restoration plans and management
plans for open and green spaces and conservation land. She is a Certified Arborist(FL-
5512A)through the International Society of Arboriculture. She holds both bachelors and
masters degrees in geology from the University of Iowa, and has hours towards a doctoral
degree at the University of Alabama, also in geological science.
Davey Resource Group 39
ti.
L.
L.
ti..
ti.
'taw
L
`.
a..
L