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HomeMy WebLinkAboutPROPOSAL - ARBORPRO PROFESSIONAL URBAN FOREST MANAGEMENT City of Waterloo Iowa c1FY 0 4. + m; E } 1 4411 • sa �a pa or rbr(Nitta ro URBAN FOREST MANAGEMENT For More Information Call Toi Free 877-844-DATA Arb r ro URBAN FOREST MANAGEMENT City of Waterloo, Iowa .0"11111 fir I PI Executive Summary We at ArborPro, Inc. would like to thank you for the opportunity to offer our products and services. ArborPro, Inc. is an industry leader in GPS tree inventory data collection and management services. Our staff has the unique experience necessary to provide the City with the highest quality tree and asset inventory data and software systems. ArborPro, Inc. is the most qualified vendor to provide the City of Waterloo with a cost effective, high quality, GPS tree inventory and Urban Forest Management software product. Our staff is familiar with the City of Waterloo as we have done an on-site demonstration of our software product and services for staff back in March of this year. Our approach is to work closely with the City of Waterloo staff to complete this task in the time specified. We will have the inventory completed, quality checked and date delivered well within the 6 month timeframe. Our firm is mobile and flexible, when asked to assist in the Hurricane Katrina Relief Effort we mobilized 22 employees within three days. We will schedule the work concisely and bring in additional resources upon city request or need. Per the specifications,ArborPro, Inc. is prepared to complete a right-of-way and parks urban forest infrastructure inventory for the City of Waterloo. We will provide a ROW, greenbelt and open space tree inventory for the selected City streets and parks as the scope designates. We would also like to offer the City our proposal for the ArborPro system. It will provide the City with an easy to use GIS component, work order system, maintenance archive and reporting features. ArborPro was designed by a certified arborist with over ten years experience developing tree inventory systems, and a GIS specialist. Our innovative"vegetation manager" software, as discussed in the software section of this proposal, is included in the tree inventory system and may be a unique benefit to the City parks and parkways. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844--DATA r;it c. Fr :11, F It•P,s,t.Fti v v Arb :�r ro /ff/t1 1111/I - � ' URBAN FOREST MANAGEMENT Every project conducted by the ArborPro team begins with a comprehensive pre job meeting. ArborPro staff members assigned to this project will meet with the key personnel from the City of Waterloo to outline the schedule for the city streets and parks to be inventoried during this project. During this meeting we will discuss the project objectives, inventory attributes, schedule progress meetings,project timeline and the final report layout. We strongly believe that the success of our company is based on customer satisfaction and communication. Each task should begin with open communication that will be maintained throughout each phase of the project. In closing ArborPro, Inc. is the most qualified firm to provide the City of Waterloo with a comprehensive GPS tree inventory. Our client list includes over 75 satisfied customers. All of our projects have been completed utilizing the highest quality GPS equipment. While other competitors may supply the City with a longer client list,many of those projects were not completed utilizing GPS equipment. Our GIS system can integrate other asset groups such as underground utilities, storm drains, fire hydrants, etc. Our GIS knowledge and our Board Certified Master Arborist will provide the highest standard of data collection available. Thank you for your request to provide these services. Sincerely, \{14-16f Jeff Melin Vice President of Sales ArborPro, Incorporated rbo:rrro URBAN FOREST MANAGEMENT ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA _hi- t i'r3 a, ' ;t :o i;t 111 R U Pr i'2 CITY OF WATERLOO, IOWA WATERLOO LEISURE SERVICES REQUEST FOR PROPOSAL FORM for the WATERLOO TREE INVENTORY PROJECT Company Name: ArborPro, Inc Address: PO Box 18071 City/State: Anaheim, CA Zip Code: 92807 Contact Person: Jeff Melin, VP sales Phone: 714-397-0191 Our lump some price for each part of the Tree Inventory Project Specifications section is listed below. A)Lump sum price for specified data from approximately 18,000 trees located within the City of Waterloo's Street Rights-of-Way. 18,000 trees at $2 .99 per tree site dollars ($ 53,820.00) B) Lump sum price for the specified data from approximately 7,000 trees located within Waterloo's 3 municipal golf courses—Gates, South Hills, and Iry Warren Memorial. 7,000 Golf Course trees at$ 2.60 per tree site dollars($ 18,200.00 ) 1 C) Lump sum price for the specified data from approximately 7,000 trees located within Waterloo's 52 parks. 7,000 Park trees at$ 2.60 per tree site dollars($ 18,200.00 ) D) Lump sum price shall be submitted for the specified Tree Inventory and Management Software package (including installation& training). Five Thousand Dollars dollars($ 5,000.00 ) E) Lump sum shall be submitted for preparation of a Tree Management Plan for each tree quantity indicated above. One thousand,Five Hundred Dollars dollars($ 1,500.00 ) F) The cost basis for additions or deletions of trees in the target areas on a per tree basis. +/- Additions $2.99 per tree site, deletions at no cost dollars/tree(+/-$ 2.99 /tree) All tei ins, conditions, and requirements as set forth in this Request for Proposal are acceptable as specified therein. Yes X No If"NO", please provide a detailed description and/or explanation of any deviation in your proposal from the specification detailed in the Request for Proposal with your proposal response. Any deviation(s) from the attached specifications is noted and attached. All attachments from Section 15 (Proposal Format) are attached. Signature `, Date REQUEST FOR PROPOSAL FORM PAGE 2 OF 2 STATEMENT OF VENDOR'S QUALIFICATIONS All questions shall be answered and the data given must be clear and comprehensive. This statement must be notarized. If necessary, questions may be answered on separate attached sheets. The Vendor may submit any additional infoinration desired. 1. Name of Vendor. 2. Permanent main office address. 3. When organized. 4. If a corporation, where incorporated. 5. How many years have you been engaged in the contracting business under your present fir m or trade name? 6. Contracts on hand: (Schedule these showing amount of each contract and the appropriate anticipated dates of completion.) 7. General character of work performed by your company. 8. Have you ever failed to complete any work awarded to you? If so, where and why? tTh 9. Have you ever defaulted on a contract? If so, where and why? 10. List similar projects recently completed by your company, stating the approximate cost for each, and the month and year completed. 11. Give references as detailed in Section 12 (Qualification Requirements). 12. Background and experience of the principal members of your organization, including the personnel to be assigned to the City of Waterloo. 13. Credit available: $ .� ‘ o X) ri, 14. Give Bank reference: <�r ( 15. Will you, upon request, fill out a detailed financial statement and furnish any other information that may be required by the City of Waterloo, Iowa? 16. The undersigned hereby authorizes and requests any person, filar, 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. Dated this (20''''-- day of t",)e) ,t",-,4 be,' , 20 Name of Vendor By: .,-. Title: :4),r,----5, c ,,x.-1-,"- 7 J State of .-‘‘')- ) ) ss County of C),(- (,*& C--- ) _ 4-:...°)),,c-m.--------4,;:".. .V(-- , 1 k lice 1-,,e, , (-) , being duly sworn deposes and says that she/he is -4- ,-- , c:\ e,,,A- of rviu trIc ____ • Name of Organization and that the answers to the foregoing questions and all statements therein contained are true and correct. Subscribed and sworn to before me this 6.-i day of Oe.\kr<-1v.-b e y , 20 . ) ) ' .4...4_,......, Nota ublic I My commission expires Li- I2 , 206E' . KEItl L.MOISTER _ If :000),•_ Commission 0 1485019 ii-- ,::, ')it Notary Public-California Olange County My Comm.Expires Apr 22,2008 STATEMENT OF BIDDER'S QUALIFICATIONS PAGE 2 OF 2 i i Statement of Vendor Qualifications 1 . ArborPro Inc 2. 22605 E La Palma Ave #509 Yorba Linda, CA 92887 3. Organized March 2002 4. Incorporated in the State of California 5. ArborPro has been contracting for 5 years. 6. City of Austin, TX — Estimated completion date: February 2008 (48,200.00) ACRT — Listing work for PG&E — Annually renewable contract (330,000.00) 7. ArborPro is a GPS tree inventory and GIS software company. We provide complete software and data collection for tree inventories for cities, universities, golf courses, etc. 8. No 9. No 10. City of Largo, Fl. (26,500.00) In 2 phases during 2006 and 2007 City of San Marino, CA (40,000.00) Different phases from 2005-2007 Municipality of Wood Buffalo, Canada (78,000.00) 09/2007 County of San Diego, CA (102,000.00) 08/2007 11 . See Reference section in bid book Greg Brown City of Largo 727-586-7415 Ron Serven City of San Marino 626-304-9648 12. Please refer to resume section of bid book. 13. 200,000.00 14. Roubina Kurkjian — Bank of America 949-759-4121 15. 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. Keith Hennig, President EQUAL OPPORTUNITY CLAUSE (As provided in Executive Order No. 11246) All vendors, subcontractors, and suppliers of goods and services doing business with the City and value of said business equals or exceeds ten thousand dollars ($10,000.00) annually agree as follows: 1. The vendor, subcontractor, and supplier of goods and services will not discriminate against any employee 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 employees 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 f. Rates of Pay or Other Forms of Compensation g. 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. 3. The vendor, subcontractor, and supplier or his/her collective bargaining representative will 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 rules, 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 file 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 City's Affirmative Action Program—Contract Compliance Provisions relative to Resolution No. 24664. EQUAL OPPORTUNITY CLAUSE PAGE 1 OF 2 6. In the event of the vendor's non-compliance with the non-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 ineligible for 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-discrimination clause in every contract, subcontract or purchase order unless exempted by the rules, regulations or orders of the City's Affirmative Action Program, and will provide in every subcontract, or purchase order that said provisions 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 employment with our company will not be discriminated against because of race, creed, color, sex, national origin, economic status, age, mental or physical disabilities. Signed: Appropriat,e rcial Title Date EQUAL OPPORTUNITY CLAUSE PAGE 2 OF 2 NON-COLLUSION AFFIDAVIT OF PRIME VENDOR 1 State of ,IA ) 1 ) I County of C)\fieN c� ) -'t_l JL . n PI {9 , being first duly sworn, deposes and says that: I. He i (Owner)>(Partner), (Officer), (Representative), or(Agent) of Ay. ,. c c, oc_ the Bi er that has submitted the attached Bid; 2. He is fully informed respecting the preparation and contents of the attached Bid and of all pertinent circumstances respecting such Bid; i 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, employees, or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Bidder, firm or person to submit a i collusive or sham Bid in connection with the Contract for which 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 bid price or the bid price of any other Bidder, or to secure through any collusion, conspiracy, connivance, or unlawful agreement any advantage against the City of Waterloo, Iowa, or any person interested in the Proposed Contract; and 5. The price or prices quoted in the attached Bid are 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 parties in interest, including this affiant. 6:::"/C„,(_,„...( 1 Signature 1 `-114 Title ...., KERI t.MASTER * . Commission#14115019 ` �' .)i y Public-California j � - % <>Inge County my Comm.Expires Apr 22, iZm cl..a rl,ctr smory o-Ware,are,me/i - , 2007. j 1‘ st- hati re, rd3 la f I ,,,,„ aum �� � � rb ',::rr ro URBAN FOREST MANAGEMENT Project Methodology and Understanding Inventory Objective Our primary objective for this project is to provide City with a comprehensive GPS tree inventory for the Street and Parks trees and to provide a management tool (ArborPro)to maintain and utilize the information. Every successful urban forestry plan begins with a concise inventory. Our certified arborists will collect the list of data outlined on the following pages as well as any specifics further negotiated with the City. This list corresponds directly with the Scope of Work, Parts I-II-III. Our staff is uniquely qualified to perform this survey as we very familiar with local species and pest and disease concerns. Street Tree Collection Attributes: Location a. GPS/GIS Coordinates—ArborPro consistently provides sub-meter accuracy b. Zone (1-10) c. Street Name d. Address e. Block# f. Unique Tree ID# g. Site descriptor(Tree well, Parkway width, Blvd, Unimproved, etc...) Tree Identification a. Botanical Name b. Variety or Cultivar if possible c. Common name Size Classification a. Trunk Diameter(DBH)—to nearest inch Condition Rating(as it relates to the health of the tree) a. Excellent/Healthy and Vigorous b. Good/Generally Healthy c. Fair d. Poor/Declining e. Dead/Nearly Dead f. Condition Class using ISA specs (Excellent,very good, good, fair, poor, critical, dead) * Conditions are further defined on the following page. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA A torrb ro URBAN F'O REST MANAGEMENT Tree Condition The survey will include an evaluation of the trees that have been inventoried with respect to their overall condition. Our data collectors have been trained in both ISA and CTLA guidelines by our in-house board certified master arborist. The evaluation performed will be a ground-level sight inspection;this does not provide a guarantee for the health or condition of any tree. The condition evaluation is helpful in determining the trees that are in the poorest condition. While a tree in"excellent"condition is predominantly clear,the descriptions of the other categories are listed for review and amendment. Hazard trees will be reported to staff by cell phone as they are identified or within 24 hours. Tree Condition Descriptions o Excellent Newly planted or superior to excellent tree specimens. o Good Good to Excellent branch placement, lack of uncorrectable co-dominant leaders, good pruning history. Canopy generally full and balanced, good foliage color, vigor and shoot elongation typical of species, lack of visible or uncontrollable pests. Conditions ideal to favorable for full development to species potential, sufficient room for canopy and root growth, irrigation and soils exist to sustain development. o Fair Decent branch placement, less than ideal scaffold spacing, some co-dominance present, past pruning less than ideal but possibly correctable. Canopy relatively thin, foliage chlorotic, vigor and shoot elongation below norm for species,minor pests or possibility of infestation. Some restriction imposed by deficiencies such as proximity to competing species,proximity to sidewalks, grade changes,poor irrigation, overhanging adjacent trees. o Poor Inferior branch placement, crowded scaffold, co-dominance likely, correction or mitigation necessary and likely extensive, restructuring needed to repair past pruning practices. Canopy sparse, dead twigs, stunted or absent new growth, declining number of growing points,pest presence visible or likely. One or more restrictions severe enough to hamper the ability of the tree to develop fully as listed above. Recent changes to the site may manifest themselves symptomatically in the future. o CriticaUDead Majority of dead limbs and scaffold. Canopy nearly or completely dead. Restrictions to the site likely to cause failure or death of the tree. Tree may already be compromised. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA i Jit 2O t3 �r .,rPr I sic. -\11 R1 1 is Re Arbotor ro LJ ROAN FOREST MANAGEMENT Risk Assessment When defects are noted,the arborists will use a 12-point scale developed by the International Society of Arboriculture to grade each hazard tree. The scale awards up to four points in each of three areas,the failure potential of the tree, size of the tree or affected part, and proximity of the tree to so called "targets,"or areas where people and property could be injured or damaged. A copy of the risk assessment is provided in the appendix. Maintenance Needs a. Tree Removal b. Stump Removal c. Inspect d. Monitor e. Downed Limb f. Root Prune g. Girdled Root Repair h. Mulch i. Water Maintenance Activity a. Clean b. Raise c. Clearance d. Reduce e. Thin f. Systematic g. Routine h. Young Tree Training i. Restoration j. Hanging Limb(s) k. Prioritize Action a. Immediate/Critical b. Priority One c. Priority Two * Some typical prioritization methodology is listed on the following pages for your information and assessment. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA ;nLilt2003 Ar rFtoh Re_ i. d `-'-',„,:t ,.,,,,,,.r.„,,,c, z..4..,-.,: , _ , _ A Rrbir ro O URBAN FREST MANAGEMENT Maintenance Needs The maintenance needs will be collected for each tree and will be listed and mapped for easy inspection, crew direction, and remediation. High Priority Prune The trees that have been _ _ ReVaerrtlen�, , nce recommended for a high a It priority prune should be `" =1- -- inspected by staff. These a _`.r_1___ trees are in need of I - . �_, I corrective maintenance. ___— - I ____ P _ _ The percentages of trees ' i that fall into this category I are normally less than _ 10%of the entire tree ''`' - - '°" population. The budget a ! required to prune these -` ( - trees should be very c ' I reasonable and easy to { r - 1 - f attain. City of Sanford-Recommended Maintenance ArborPo: Low Priority Prune A large majority of the trees surveyed typically fall into the low priority prune category. It is recommended that these trees are placed on a systematic pruning program. The most cost effective program would include grid pruning by dividing the City evenly into tree maintenance grids. The entire grid should be pruned in a budget year. Low-priority pruning cycles can be developed with regard to available funds. High Priority Removal These trees should be surveyed by staff and scheduled for removal and replacement if appropriate. This category includes trees that reflect dangerous conditions combined with significant targets such as proximity to high volume pathways or play areas. Low Priority Removal These trees should be scheduled for removal over a reasonable time period based on available funds. The removal process should be followed by a replanting program. The appropriate species should be planted based on specie, site and soil conditions. Routine/Grid Trim Trees are in satisfactory condition and can be pruned on a regular cycle. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA tnr ;,l 2003:7r1 Fla luc. 111 i iJii•Re'.,r\ -. � Ugq►s A r b rr ro URBAN FOREST MANAGEMENT Suitable Planting Sites Sites are to be collected as small, medium and large. Utilities Overhead Utility lines will be collected and broken into High - Y Voltage, Low Voltage (distribution ^' lines) or both. Status Memorial trees will be noted and the names of the benefactor recorded if legible. Comments ,,- Space will be allowed for comments from the field inspectors. • • k ',; _ Specific Conditions for Data Collection , Volunteer trees in ditches will - not be collected unless they are ,-ri 4 , greater than 20" in diameter. > `` Trees on the boundary line will be inventoried only if the mid point of the tree is on the city right-of-way. Arborpro . ` '� welcomes the challenge of any tf "unknown" species. Metadata will be provided in FGDC Content Standard. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA ���t _1 ,,, y R, s ° rb Aoor rO �r �- Management Software Data Collection Specific Methodology 1. Data collection at ArborPro starts with a street list provided by the city or generated from the GIS of either the City or the County. 2. Field crew names are on each and every record, coded for quick reference. 3. Transfers from GPS equipment to PC happen each day at ArborPro for quick quality control. 4. Quality control (see section on this topic) is done each day. 5. ArborPro experience goes all the way up to Board Certified Master Arborist. ArborPro uses only our own trained arborists unless otherwise requested. 6. A"tree manager"dataset will be provided as spelled out in the RFP. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 "") rb n :r Pro Management Software Software ArborPro Management Software has developed a comprehensive inventory program to assist you in the efficient management of your Urban Forest. The program utilizes the latest in GIS (Geographic Information System)technology to provide the user with an immediate visual representation of any tree in the Urban Forest. The most important factor of this RFP must be the software program. Once the data has been collected,the city will be using the software program for years. If the system is not easy to use and powerful enough for the tree inventory the whole project may become stagnant. ArborPro provides all the necessary elements that the City requested in the RFP. a. Easy location of tree site info from either the map or data sheet. b. Unlimited work history record keeping. c. Ability to track service requests vs. other tree work. ,.... d. Summary reports,built in and custom. e. Quick uploads and downloads to field laptops. f. Field generated work orders and data entry. g. Almost all of ArborPro data is drop-down menu driven. h. The system allows the user to drop a new tree onto the map with a simple click. i. Simple,point and click tree data summoned directly from the aerial map. j. Arial map with tree locations brightly numbered for directing crews to locations. Work Order Work orders will include all segments listed including the Maintenance "Types of Work"listed in the Mix! - ' rk Tyres RFP and anyother specific to -(r t Customer r Cal Crew: the clients needs. Any t RequestCustomerCal Removal DBH: 0-6rn� $ 11500 remaining types are easily t Request Trim DBH: 7-12 Cost:$ 130 cici customized by the user at any +in Ins 1on DBH: 13-18 Cost $ 1w.00 - nt time. s New Planting DBH: 19-24 Cost:$ 1120 00 s Replacement DBH: 25-30 Cost $ 1240.00 -(L>Removal Maintenance Activity j ÷ Removal DBH: 31-36 Cost: $ 134000 -@TanDBH: >36 Cost$ 1450_00 lb crown thin Fin Tin As with work types, all the j ' Grid Trim Maintenance fields are 1 raise customizable and the fields a Crew List requested in the RFP will be OK Cancel supplied to the City built in to the system prior to installation. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 rb rt'ro Management Software Further requested Software Attributes c. Priority of work order designated in the naming function. d. Locations mapped and numbered on both work order and map. e. Date scheduled, issued, or completed all tracked. f. Personnel can be selected from a list or crews. g. Species and size of tree are listed on work order. h. Condition report and risk report available. i. Work request notated(Resident request, council request,police request) j. Property info listed as part of the parcel data. k. Comments and notes from the field. 1. Stores entire work orders and can export them to Microsoft Outlook. m. Tree data all on one page plus a page of all activity on that tree. n. Data stays with the tree site as it is removed. Site turns grey and can be replanted or removed at a later time. o. Attributes are easily reworked and customized. p. Multiple work history updates at the click of the mouse. q. Routine reports built in. r. Photos get automatically resized when dropped into out unique"slide show" for each tree site. s. Automatically changes to stump when removed. t. Reminders set up in Microsoft Outlook. u. Maintenance tracked for systematic trim cycles. v. Ownership data generated from GIS parcel layer. w. Limited access to some users. x. Stratum/iTree compatible dataset. y. Shapefiles can update City/County GIS. z. All training of staff will be included in the cost. R w ry - 4 r,„ S arm � ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 - "" r b",,,,r rr o §{ = "`'" Management Soft,ware Ease of Use ArborPro, Inc. was developed by a team of Certified Arborists and GIS professionals. The ultimate development goal was an easy to use, powerful GIS tree inventory program to assist our municipal clients to efficiently manage their urban forests. The result is a GIS database program that easy to use for field personnel and powerful enough for advanced spatial queries requested by GIS professionals. Our database is accessible also from other departments; the City of Waterloo GIS staff can access the data in ArborPro and easily use our data as a feature in the ArcGIS or Arcview environment. In order to properly present the power and ease of use of our software we would like the opportunity to provide the city with a live software demonstration. R Bk V..Smt Repuris FW Database View et MINN. IN I MN The database view from ArborPro is an easily - N. sortable datasheet. It provides an easy way to find ''= a tree throughout the city using location attributes. To the left of the data screen is a directory with a listing of the city districts. By selecting a district the database will filter out that zone and the mapping feature will bring you directly to that district. From this view you can select a grouping = '� � 564.6.106NIXUA 06 NUJ WOO of trees as featured or select an individual tree. If you double click an individual tree,the tree detail form will appear. Tree Detail '(, Ste -ww.t � Tree ID.7457 Tree Detail Form 1 KANN 1 N.9 1 llobed Photo The Tree Detail form provides the attribute information z -I Ceram r,� P641Dx Mat for each tree. This form is customizable based on the R6-9 `a°°" DD" "2°d'°"" 10® IDDNNER AV �j � 88t& �, ➢_ Exact Die T 'p>T attributes that our clients request. The form also %NI* 11530 _ 4 � ,_ includes a representative photo of the tree specie and a . F— V r' , z link to add the actual photo of that tree. The ability to - °� '� a -< 4. ,:<„ rCubireMOwabdD�e. ;A' ` add your own photo creates a visual archive for the tree. si�.ekD.r o. °•r „i ,7—, co... IDI.LLXEDCDSr eaa.::,t!ROOM PSeMDDACA� i e.I...e6.eMbo Dw.t I l OK ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 - -,-,,,,,,, _,,,,, ...���.. . ...-Th,, , ,„,,,,,, A rb.;.N:rrr, r.,. o ., _ Management Software The Tree Detail Form also includes a mapping Tree Detafl XI window and a work history detail. The SeeDtl4b Work 191KM Tree ID:7431 p x; mapping window provides the user with a d MaihvmRmd a11611,15TR1M2 P." ".0 TflIM m4h7/d7W De,t 1 AfQ+QIi/I01 variety of mapping tools, including; Full Extent, SHWiad Zoom, Pan and Identify. The Identify tool c5 '" -1 , i� �¢ selects the data associated with any tree that is IRRODNNE - i 1 selected on the map. The work history detail flaw Hwz I---II-- . o t ; maintains all past history records. By selecting ,4 a record,the detailed work history appears on i. ;, the tab. At the base of the form is a report tab I - that provides a printable detailed report for the — tree that has been selected, it includes the Repo. I I OK I location information,tree attributes, maintenance records, maintenance costs, map and tree photo. Searching the Database Search DeMet SP... PINEAPPLE GUAVA .. ArborPro, Inc. has created an easy to use search tool to 3 Bo cal PLANTING SITE LARGE 4 PLANTING SITE SMALL query the database. The search form is customizable based (, ORPORD CEDAR Rowdy Addrere to I on the tree attribute information. The user selects the ABBEYWOOD ET A DBH: D8 ABILENE ST 7-12 search criteria on the search form and the database 'mod" sh ABRAHAM ST highlights the selection in the data view while the map ACAPULCOAY ACADIA ST HE t 015 ACAPULCO CT 15 30 ACORN CT v 3645 highlights the points on the map view. The selection can DnSh ABBEYWDODCT OO V ABILENE ST - co - 1GOOO w then be placed into a work order and the work history ABA,ST 'PNNRR T SITE ACADIA ST iPOOR easily updated into the database. AA" tm AV CT Rec Marc High mw+Y pane ADDflN LT Ilmne6ale Removal ALTDN LT "' ''Madre ...Remove v Semi, New Selectim J I OK ' Caret ,' Re ES Vieor Sea.Rem.»„ 410. u.e...r.- e now.. •IQI4'BY R Bi+;p13 ra k,+..�w`.xm er ',,-..-r....7„..„.7,04_;:kr,,,:::kn,......,.,,it:: -'-' i,W-1;.,;.,,,,,,,,.'.7:::„.......-? 4 e+ e (� ---.A ,_ -r.,----4: 1:iiiii\,',(...c-r,..Atf...„ -,,,,.." -.1 17,,_. ---—m'''' 5 ,, . . . .-k„Alt„- N -W:', , t x,V ;, : m ' ' �`_� Fr ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 ---Th .._.:.....„..„..*,„,r,„ . :.,...,,,,,,,,,,_,.:,.., ..._ A, , Arb 'rPro ' ,. ''''.;firVF.r.',:,..." . Management Software Work Order Management As previously stated, our system was developed by ire Search Rains `° Certified Arborists who '- G �Q q ,R 0+.+,a ioemam. understand the need for the a GDSFM.0FLKB _. _,. _._ , ♦. CI GDSFM-11 ._ .r a GDSFM-12[2131 field crews to have a straight a GDSFN-13019.) a GDSFM-14 0581 forward work order and map to o GDSF4-15 31 O GDSFM-171691 Wt., a GDSFN-2[1291 4 " O ' :1I complete their field duties. SM;�;1 - - � -- �� o GDSFMS(2301 '3 a. With this in mind, ArborPro a GDSFMb(2361 ' ,,,f: -,- . ' e > O GDSFM-7(2431 _ 'k a GOSFMEF3621 i ,1�. '.-t Inc. created an easyto use a GDSFM-9(1691 $g a GOSHSE 1(93) k It i* 4F' ' - O GDSHSF 2R40) ro -, work order system. The user o�o :(1 .,,: a GDSHSESH25) - can create a work order from o PARKING -- " ®� 1 the database selection. This -®Ope9 2006 Song Ti.Te lit a R work order will be provided to * yrm * 9.Annual Tent. l x .Song 2003 Terrine the field crew with a map of ,o Closed � '� ,.. , the work locations for the .°Rests li ; r efficient completion of work 3 per ' E ' I J tasks. Each location on the 0/4764Remdm Selected Cleaarm Ten MaimQm Cm[4000 Vac 412 F40221 CO work order is assigned a work number and the points on the map are assigned corresponding location numbers. Utilizing these corresponding numbers the work crew can easily find the trees to perform their work tasks. This information is then updated in the software program so that all work history is entered into the program. ArborPro 2.1 Fie Edit View Search Repo* Help .. -?Trees —.__— Inseam) Ms. -6 Al Prapatia a GDSFM 11165) 9 ® ® I EAI a I Id a GDSFM-1O(233( Rmeic t:8 atCa _ 1 Reps a GDSFM 11(386) I Port Pron.* Area Location Site Cannon Name DBH H CahAim Dare 4. O GDSFM-12[213J 1 GDSFM-9 Allelic Fields Tarn Coots 1 Gape Heide 0-6 0-15 Robe a GDSFM-13[1134) 2 GDSF14-9 AOletic Fields Terris Coup 2 Gape Mytle 06 0-15 Rollie 6 GDSFM-14(758) 3 a 6DSFM-15(57) 4 a GDSFM17(89) 5 O GDSFM-2(128) 6 a GDSFM-31131) 7 23GDSFMd(164) 8 a GDSFM-5(230) 9GDSF74-9 ABkti-Fields inns Cools 9 Indian Land Fig Ikeda' 30. 4560 Rohe a GDSFM-6(236) 10 GDSFM-9 AUkbc Feld aril Coons 10 Inrian Laurel Fig Made' 30. 4560 Roane 6 GDSFM-7(243) 11 GDSF14-9 A01e6c Fields erns Courts 11 Indian Lame!Fig Mader' 30. 45-60 Ra8ie a GDSFM9(362) 12 GDSF14-9 Athletic Fields am Courts 12 Indian Easel fig Wade' 30, 4560 Rodin 6 GDSFM-9(6/169) 13 GD5F14-9 Athletic Fields am Carts 13 Indian Laurel Fig Wade' 30. 4560 Rorbg a GDSHSE-1(90) 14 GDSFM-9 ABkic Feld: emir Courts 14 Red IrorBark 13-18 45-60 Raton a GDSHSE-2(140) 15 GDSFM-9 Athletic Fekh am Courts 15 RedlreBank4 19-24 60. Robe a GDSHSE-3(127) 16 GDSFM-9 Athletic Fields arnCouts 16 Red lmBsk 1318 60. Routine a GDSHSE-4[132) 17 GDSFM-9 Athletic Ftelds ens Cans 17 Redlwr8ark 1318 60. Rabe a GDSHSE-5(125) 1B G05R49 Athletic Fields erm Carts 18 Red IronB k 13-18 4560 Routine a RARgis 19 GD5F7.1-9 Athletic Fields ernCourts 19 Red lmBak 19-24 W. Routine -0 Lists 20 GOSFM9 Athletic Fields even Catlin 20 Red ler6ark 13-18 4560 Rabe -60 Open 21 G09F14-9 Mine Fields emlx Courts 21 Red ImaBark 19-24 60. Rabe 4?2936 Song Trim List 22 GDSFM-9 Mine Feld emit Cants 22 Red Iwr8ak 2530 60. Rotten Q 201355/4 Garden 23 GDSFM-9 Minis Feld ems Courts 23 Redlra8ark 1318 60. Rabe 4.20134 Tiro List 24 6DSFM9 Mine Fields askdbal Cots 1 Red lroESak 19-29 66. Rout e !Annual Trm Lst 25 GDSF49 AOiebe Fields askdbai Coats 2 Red l.rt rk 7-12 3045 Rabe 1.Spine 2003 Timing 26 GDSFM9 Milne Fields askel6il Cats 3 Red ImBark 1924 60. Rohe.. .O posed 27 GDSFM8 Addebc Fields asktlbaI Coup 4 Redlmr8ark 19-24 4560 Rabe .a Searches 28 GDSFMA A0iebe Feels asktlbalC 4a 5 Evergreen Pea 1318 1530 Robe .a Repots 23 6DSFM-14 Mine Fields eage Plan Field 46 Chinese Elm 66 015 Rco8 30 GDSFM-14 Mine Feld eage Alen Field 47 Ehesearn 66 615 Ro4re 31 GDSFM-14 AWeec Fields eageMen Field 48 Chiese Elm 06 1530 Roibe 32 GDSF14-14 Mine Feld eoye Alan Field 49 ❑vose Elm 06 1530 Rabe 33 GDSFM-14 Mahe Field earn Wen Feld 50 Chinese Elm 0-6 0-15 Ronnie 41 . J 6/4764 Records Selected Clearance Trim Mater wee Cost 921500 Value 848.308.88 ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 , . ., , t � j,,,, A rb r P ro , Management Software Map View ArborPro, Inc. is a comprehensive GIS asset management database. The dynamic link between our database and mapping component sets us apart from the competition. Our mapping view provides the ability to view Full Extent,Zoom In, Zoom Out, Select Trees, Identify Trees, Create New Sites, Move Trees, Draw Polygons, Add Base Layers and perform Spatial Queries. Utilizing the Select Tool,the user can select a grouping of trees to request detailed information or to create a work order. This capability can be performed in our handheld version called ArboproCE. Fie Edt Vo. S°arm Renort "ero - - - -. _-- -Ili Trees Inventory Map -0 AI Propahes - 0 GDSFM-1 fl65) n R 8-+ Q+.:6 !Default Map C7 GDSF14-10(233) t ' i SF . 1 4. .. 4K " & w a GDSFM-11(336J 1 6, s a 6 GDSFM 12(213) AFS•! [ •• * r _ t• ` :i . ',.--, C 13(4/158) ' - - !`. 't CI 6DSFY-14(4n581 �� {� esa 1$�"^ '3 in GDSFM 15(57) 0 '•• • y b GDSFM-17(89 yJ t CO • 0 GDSFM-2(128 # y - C7 GDSFM-3(131 4 .�... •" C.- +-.�-- e ¢: 0 GDSFM4(164 •.,,1 _� i'' s C1 GDSFM-5(230 F 744,, • 4'• eel": ,• .'. a GDSFM 6(236 �- i 0 6DSrw 7[7/243) w,_ s" _ j'71? 4 C1 6DSFY 8(4/362) i n - }� F,0 ` -_ • 0 GDSFM-9(169) , s .+`4. ► s O:/1F' -- { a GDSHSE 1(901 a [.,t ? O tr • - 6 GDSHSE-2(140) by 1 n� 'ppy •in GDSHSE-3(127) 11's-:a -.ar _. . �' O [ K. a_, GDSHSEd(I32) ' , '''•' : k • c. �• I,.' o 0 GDSHSE 5(125( :ih --'' t,t. �.+ h • / ( a PARKING(52) �•61t'" •. .- "f E _ -0 Luis3. s.is .'F [ .� . .- A -'a,. tt i • .. -1'.•'i. oc -0 Open T�y, ,•. .. +? < •zoos TrinLut ; f•T, - `_ : +. ,a. •20055/4�de , :,e •• "�.,1 * • a 4n A-• :e �$ ,oi •2004 Tian Lai r• t .;"14,a is••--.•:, •J iES �r• y 6 •A -e Tree Lui __ -' r-•- _.•7- �i .• • . �" �.. ye.t,.'. rIP Spring AY[3 Trannn0 .yrp N. 7. '• ' .o a TA A +C1 Closed . - :sT— g li s A 3» .t. ,, .'-,y d 4 •- .•. op +Ct Searches Ir 7 .. ' ads... ? Y +C Reports fie+ ar-.e$F 4,,6s,a [ • 1 1 . a °' 24/4764 Records Selected Clearance Tam Mantenace Cost S730.00 Value.$94+350.00 Compatibility ArborPro is a networked database program that is compatible with a variety of other programs. The GIS files are accessible through data joins and the database files are accessible to other departments based on permissions set up by the city. Our Technical Engineer will work closely with city staff to set up permissions and accessibility to other departments. Our database can reside in Access or SQL per the request of the city. We can also provide the database in Oracle if requested. Our data is always accessible to other departments; the GIS department will appreciate the ability to log into ArborPro at anytime. They will be able to use the tree layer in conjunction with other asset groups in an Enterprise GIS system.. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 N,. i �;.�Nr P'----'''- rb ro Management Software Upgrades ArborPro, Inc. is constantly upgrading our software package. We are dedicated to releasing 2 system upgrades per year. As part of the service and support agreement the City of Waterloo will receive all necessary support and upgrades for the first year at no charge. Two recent upgrades include the ability to add other asset groups. The functionality of the program is consistent with the tree module, you have the ability to make work orders,run queries, update work history,print maps, etc. Below is a screen shot of ArborPro including the street lights and traffic signals. :..50. Fees MO ..R„ 1ee9try 61110 aaro 012e313, slala16Rj9++I®; 03F00 0 S((119�1 O 6(136) ®7 ,el'3B2• 8m.) 1 :- BBY O lo ll+% 0t60) 1549E4B652 S6W €.. ?°s�p ' 0190630) 015002% gq$ 0 IB(I1BQ wi.� _..� rp•I In zo0.77) (211) 16 BIieY 1(d ,„..,,,,_ :0Re1vk �j 1 ,ONI�mn �� � � V, o """ '4 ,_ 1i4a tlT Bfham'- - _ . ` .- 1, • 21 P5N-4-0 5 :Aft 4/¢616eraaeSeleaee _... 9 "dill. We have also added a vegetation °�•=-� management module; which the parks ' w department can use to manage the turf at - �Ye- _ ' B -,-, n� parks and on green belts. As you can _� i z ¢ see in the screen shot, each turf area has been outlined with a polygon. The data i . "' associated with each turf area can be ,, , Iv •,' accessed using the detail form. All of ' 8 the functionalitypreviouslydiscussed ! _ ' $ , t'T" , '- , �' for ArborPro is available in the .g ,* µ - °IAvegetation management module. ` , ' t_,.r,, / aaenxmssra.a wm.swri.mmc nes®vr n»axtu ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 -z _ , ,,,,,,, ., ` ,......., ,,,s...„..,,,, Arb(zroor ro Management Software ArborPro CE ArborPro, Inc. has developed a state of the art mobile tree k inventory program that works in conjunction with our desktop _ „ ;r version. Our database program can be loaded on to a laptop, '` • _ £ #, tablet or handheld computer. The data can now be utilized in ,. 14 { ' .. b. the field. The City arborist can use the handheld computer to . ��' . _ ' .-a .,, µ: create work orders,update work history and access the database. Once he returns to the office the data updates are -. i F € ; . . automatically synced with the networked version of ArborPro : ,,1_ , , at the office. Many of our clients have found ArborPro CE to w� x ..4 ., - �t be an invaluable tool for the management of the Urban Forest. 4b. .:,0 , •-el. * . At - {4 ; _ 4 ArborPro was recentlyfeatured in both ArborAge magazine 3 ,. (Arborist Industry Magazine)and the Sanford Herald. The adjacent photo shows one of our clients utilizing ArborPro CE as featured in ArborAge magazine. ArborPro CE will be provided to the City of Waterloo at no cost to the city. 11 V ArborPro CE 4,i:58 MApr,� .r� &+ ;4.-s i �, -ova. + I Inventory 1 Search List 21. IIPPAQ I (`^`w- L'.-- - V ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 714.282.8108 Ar b -r ro URBAN FOREST MANAGEMENT System Requirements ArborPro 3.0 has the following system requirements: • Windows 98SE/2000/XP • 256 MB RAM or greater • 150MB disk space • Additional disk space for mapping data Note: This can be up to many gigabytes for high-resolution aerial photography. ArborPro 2.1 CE handheld has the following system requirements: • Windows Pocket PC Version 3.0 or Windows Mobile Version 4.0 • 64 MB memory or greater • 400 MHz or faster processor • Additional disk space available with a Compact Flash or Secure Digital Card ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA r itic. \ r Tl is Ke;-; ec 1 ', ,, .. '"'")n -,_;:,0,, .,,,.....,. 4.. _ 4.„.,..,„_.,. .._ , .„,_, ,,,,, 4I4 rb r ro 't^ . - .,, : URBAN FOREST MANAGEMENT Municipal Golf Course Trees Our survey crews have collected golf course lomat. "� slalcsfe>R•+a 4.s information and are prepared for this task. ..., S' ArborPro understands the nature of golf course ' ;; \ �$� tree inventory work. There will be hours that ¢P��° we are not allowed on the course and '���� � ' o°s tournament days that may preclude us from f - a J, v.,- beingthere at all. We understand tat the course Q 4 °•t' is open during our survey and that we are likely to encounter course customers and that we will ;.. $°° , ` need to be highly considerate of safety. a � ° On the three City-owned courses,the following a ;. data will be supplied as well as any negotiated ° �. items the City may wish to add after reviewing ` '� s-tt" _ the information on the following pages. Location a. GPS location b. Address of the course c. Unique tree Id d. Site descriptor(fairway, green,tee, box, etc...) Status a. Memorial tree (include name of person and year planted) „.a.., m . e .- ' k; z;s44.. ) i.r.-'4:77:--.: ,:`') 1.v4:,-• - ._ . ' I'illtte(Vri> ; " ,4 ,. 0 . ,, A''.• 1., lit* --,. 0- . .' _:::: - $ } S - 4 10 •m t LRB j r it*, illt . • •,it,t* . g ;f r I .® " l' ( ,tit ,'4 J ,ir,.-4-.):.:..:;.41;:...1 ' a guar ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA F r t 003 1++,PI In,. \[k,hts Reserved mow;: tr • , ,, GArbrPro URBAN FOREST MANAGEMENT Consideration of other Asset Groups ArborPro staff can collect data pertaining to a variety of assets, -,` including vegetation. Since our program ' 'o , ,,,.°® is based in a Geographic Information *4 , ' ' , l S System environment, we can overlay ° i`- --N , - '' _ � p multiple asset groups in ArborPro. For _ 4 example,the user can turn on the tree �` " h` I � views and then select the street lights. i c a ° _;L^1 /.. The two asset groups both appear with a ffi r_ y different symbol. In the sample to the a 'swan j _ right, we have layered the trees in green, �d., r r»rfnr - `+Ltw t street lights in blue and street signs in °� o4=Wi .. iv orange. The user receives the same �"�` ��rk �, � �41, �r ' functionality for any asset group. The " < ' ' �! .�. oN45 65�y user may run queries (database and k} spatial), schedule work, maintain work records, and print maps. Vegitation and Greenscapes ..°., , x ox ID 4812 We have recently added a vegetation •® � -, .. Avlr Y' management module; which the parks ; -w ` h. �— department can use to manage the turf at _ - golf courses,parks and on green belts. ... .. As you can see in the screen shot, each turf area has been outlined with a j 1 polygon. The data associated with each r,, "4C-,", turf area can be accessed using the detail _ 47/ °°R form. Almost all of the functionali �°� ry t used for the data analysis ,f ?, x s.f 14.4 . of trees in ArborPro is available as part of the vegetation management ..P 4 .� , i •,» °- ._ _ r module as well as i, a;i "la. '*- €q .* . 4.• fertilization and aeration. ,:� , ___ <..- eve ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA (opvright 2003 A rl r' lnc. All F _<,Re.Yr ed - A rb are r Pro URBAN FOREST MANAGEMENT Irrigation Below are sample screen shots of ArborPro including multiple asset groups for one of our current clients. As you can see in the first example the panel to the left of the map shows all of the asset groups. The second example represents the detail information for a black flow device. wars.0 -♦o PweNes i.•{ -41 - Bete +� • ♦�4 v ?� y f e O Rmaa -1 Fie Rsbaes t ▪o O Sesiv O Rep. .-.. �� -•Gst..Vafv y�S' s FL R R1v RiEVEMT1Rl1 •O MR.. a 2, cam. rs •O 1. - enuFTRusm O R.. i , x••,0 WATTS M1 MmJ n[irvc- IN0Va4 ems+. O stem. ,w: -, - tn ^ \\ z f o Wpbh01.11f 'E • • Seed® • ih' � aapseRa�sseie�a r>m r�mmvaa nzaeosi.m Backflow ID_ BACKFLO-05-01 Type 1Backflow -: r "-d. �'.-'ems• Area: "SOUTH CAMPUS Local on (BUILDING 0.sit � 4•. �.. Details: 119 - .. - Date Code: " s e. Serial Number: "none # -- Approamate Age: 115 years Backflow Type: (p.r.b. - Size: 11.5rt Manulactuer. "WATTS OK ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA ,, , +}at ,y L rI' Inc. r11( Res reed Ys" 74. A rb ',.r ro LJ ROAN FOREST MANAGEMENT Sidewalk Damage Sidewalks can appear in ArborPro as a separate asset group. Users will be able to search by sidewalk uplift and run reports detailing the fields below. Increments of as little as V2 inch are possible, however 1-2 inches is the standard. This allows the city to run a report on all sidewalks that are uplifting at a certain height and start the trip-and-fall hazard mitigation with the worst sites first. r I r. Attributes identified in the field shall I include: • Address • Street Name - • Latitude • Longitude w • Differential in inches • Side (N,S,E, or W) • Length `.' • Width • Square Feet • Tree roots in conflict(Y or N) • Date • Inspector name • N�1 - vn .rm' ' 1 .171. f \ • i .y��� ',ice _�J,.�.AM 441111, Sidewalk Inventory System \rborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA ;,rPr,1 R rs w.,...t ,, , , , , . ,,,.,i..,,,,,, rb r ro . URBAN FOREST MANAGEMENT Parks Specific Inventory Street tree inventory data is commonly associated with its adjacent street address for easy identification and maintenance. Parks present the tree manager with little in the way of locating individual trees to both direct crews and capture maintenance history data. GPS and GIS are the ideal tools for this task. With these tools,the tree can be located using landmarks,boundary lines, buildings, open spaces and turf areas. The latest innovation from ArborPro also uses our GPS devices to "draw" in the trails under the canopy that will be used to access the trees. These trails offer a key layer of data for locating trees in the open space environment. Parks trees,though € 4.tr4 gy ...r. }- -.- '1� logged with a GPS '' ' ' - . . points will often be IN_* , -- ' . ,'- m y grouped in clumps, ►, 6 4 groves,naturalized ; y ' � Aµ70 fi% a ..��l r+ i is .��Rf �f+ . zones or have heavy = _ µP 7 y` - •3 . canopy cover. �'_- • > i ! - 25lba, . .22 4; ArborPro can provide - �, ' 58 3- r, ,4 ' 4i 0 ;1 y ,� ' 29 e • .y 2-2 the City with polygons • t ._ ` F .F ,.. 21 33 representing groves of `' '157 trees that will allow the � ' 44 .• s. :+ = ;% , .-. E .;fp '" "i, a_•.- user of the software to -- . �' t s', r'" .. g- . mana e the tree stand �:° `�' • i� s' T , g as an individual unit. ` .'' •. 4,} .' s �. f -. Tree tags may play an s important role in the i •`.- ' , ' '_ ° ; 7 ` open space phase of the ,_-:� 1' '1 f -� inventory. Multiple trees growing in close proximity and the homogenous nature of species in parks make identification ; more difficult. Heavy canopy cover can obscure aerial `- photography and make ground-level landmarks invisible. ArborPro can offer to tag each surveyed park tree for clear 2 . f identification from the ground for tree crews or contractors. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA ,_ i`.'i;0 \r1,,i"1'1" I -i pul_[]11S R ` 1 '414- ii rb�� �r ro URBAN FOREST MANAGEMENT Quality Control Procedure Our staff has managed many Y 1G 1 large scale tree inventory = fw �- _ projects in the past. We have ) developed a detailed quality ` �' ' '`� assurance program to manage the �!.„ .. • �,,-. w `' , v. data collection process. We will **erg. p 1 ate-` ,.'� � �� ' ;,...4,i.,...:11?: .,,,,::,,;,:, < divide the City of Waterloo into M1 m6 ` ,manageable units or districts. <: �" r .�� ' �" We will utilize the existing t _ s �;, ., maintenance districts in ' '` �' r - ,. t-.;-":. . ''' - ,, _;.--- -,.-4-..: ;;;_or.....-..- *. ; - , Waterloo if provided. A district will be treated as an individual R � - �- ..T.-1-:-:,,.. _,, ,‘,..... project. We will assign a district .::::�� - to a data collector, and those �' ;i;: ti streets that fall into that district g. _ '° will be surveyed until complete. - sa„o,ego County We will perform quality control h;�h ..,�r.:f Dos Pi[os Park ,... ,,i-,,,, on the area and deliver it"turn- key"to the city. Once the data collector has completed a zone, he will be issued another zone. Utilizing this approach no trees will be missed. At right is a sample parks district tree inventory map from a county agency client. Quality Control Measures ArborPro, Inc. takes pride in providing our clients with the highest quality data. The lead data collector that will be assigned to the City of Waterloo project has performed tree inventories for over 15 years and has completed well over 75 inventories. He is an ISA Board Certified Master Arborist and has recently worked in several Florida cities. Our senior project arborist that will assist him lives in south Florida and has been completing tree inventories there for 2 straight years. Our knowledge of the Florida urban forest will meet or exceed that of any of our competitors. In order to provide quality data to our clients we have implemented a detailed Quality Control Plan that includes: Pre Job Meeting Pre Job Planning Procedures Daily Monitoring Progress Reports Progress Meetings with City Staff Quality Equipment 877-844-DATA ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 t L;t)3;j c' Pra inc AUK hts Fe - ed • ArbrFro URBAN FOREST MANAGEMENT Pre Job Meeting ArborPro, Inc. conducts a Pre Job Meeting prior to the commencement of each project. Key staff from ArborPro, Inc. will meet with designated staff from the City of Waterloo to determine and agree upon project standards. It is necessary that everyone agree upon the field criteria prior to the data collectors surveying the first tree. Meeting topics will include: Project Schedule Detailed Attribute Definition Park Locations Right of Way Clarification Contact Information Daily Operating Procedures Progress Meetings and Reports We will maintain close communication with the City of Waterloo throughout the data collection process. Our senior data collector, Ken Greby, can call the city every day to notify our contact where our data collectors are working. This can assist the city with resident calls which sometimes arise due to our data collectors working in the parkways. We can set up a weekly meeting with the appropriate city representative to constantly review project status and eliminate any potential problems. On a regular basis, we can provide the city with a progress report. The progress report will include detailed maps of the areas that have been completed, statistics, summary reports, and a complete listing of the trees surveyed. Below is a map that was sent to the City of Sanford with a progress report. f. E a� • ar �.... s 3 • t #— • {r . 1. 1J City of Sanford-Recommended Maintenance Are ri�rc ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA Li i Lrilt-t),3 \i j,orPi In . H Ri n +Rear1,ed „,, ,,;,::::r _ ,,, , ,,„ A, , rb ro 1:,-,, URBAN FOREST MANAGEMENT Daily Quality Control Our project manager will be responsible for the quality of our data on a daily basis. At the end of each work day the data collectors download their data and the data is then sent to the GIS Analyst. The data is run through a complex set of quality assurance queries. Any abnormalities are sent to the project manager for immediate review. The data is then converted into a map layer and is again reviewed by the GIS Analyst. The Analyst will review the data for spatial abnormalities as well as potential data entry mistakes. We also perform differential correction procedures on all data collected. This process eliminates errors caused by atmospheric abnormalities and assures the data accuracy of sub meter level. The project manager will perform a site visit to correct any errors. Weekly Quality Control The Project Manager will be provided a map and list of the surveyed trees from the previous week. He will review all data collector's work zones and correct any errors. On a weekly basis, the Project Manager will hold a data collector meeting. He will utilize this time to discuss any inaccuracies,project scope changes,project schedule, etc. The agenda from the meeting is sent back to the Corporate Office for review. Constant project review eliminates errors as they occur as opposed to reviewing all of the data at the end of the project. Equipment ArborPro, Inc. uses equipment provided by Trimble, an industry leader in GPS equipment. Our data collectors will use the ProXRS field unit or the Geo XH unit. Both units provide sub meter accuracy and will download seamlessly into XY environments. Unlike most of our competitors, our software package is set up to take field data from the GPS unit and append the data into our database program. A detailed product description of the ProXRS or Geo XH can be found at www.trimble.com or will be provided to the city if necessary. Project Accuracy ArborPro, Inc. will provide the City of Waterloo with an accuracy level of 95%or better. Project Timeline p0oo , `' -' ArborPro, Inc. will complete the City of Waterloo project within a period of 6 months from the notice to proceed. We will adjust staff accordingly to meet this timeline. Our initial staff will include the Project Manager, Scot Watkins (ISA Board Certified Master Arborist), and Ken Greby(ISA Certified Arborist) and 111 two additional staff assistants. The 6 month timeline is more than adequate and a6:- ` includes all quality control procedures and data delivery. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA < < L,l t 2Ct) _\rr,,IPI ,11',. All RH—Its rtcel.•<, A rb ,,,,,r,.r ro 4y URBAN FOREST MANAGEMENT ArborPro Schedule, Project Leadership Chart, and Responsibilities Week 1 —collect and deliver 12 days worth of field data collection work. This will be provided on the Wednesday following the first week's data collection to allow for quality control and post processing into an Arcview Shapefile. We'd like the City to see what we are collecting right away for corrections and adjustments Weeks 2-15—collect approximately 2,400 points per week with 2-3 teams of staff members. Staff will quality control as needed while in the field as discussed in the RFP. Week 16—final quality control procedures and packaging of the data for delivery. ArborPro, Inc. Organizational Chart l Keith Hennig President \ • 1 � Scott Eckersall Jeff Melin Ken Isbister Technical Manager Vice President Office Manager \ \ \ ' ♦ t I Rich Riigen Scott Watkins Ken Greby Mike Th'rffault GIS Analyst Master Arborist Arborist-Specie Specialist Arborist-Operations \ , \ I S. I \ i — Data Collectors Mr. Keith Hennig Project Responsibilities: Mr. Hennig is ultimately responsible for the success of every ArborPro, Inc. project. He will review field data from the project manager and develop the progress reports as well as the final summary report. Mr. Hennig can be available to present the data to any and all groups from the city at the conclusion of the project. The Project Manager and the Technical Manager are ultimately responsible to Mr. Hennig. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA x i)ti3 'Oh ('_<;11,_ 1E1 IvLilt,Reser eLl i n Arbor ro ,4 �� ��' �`� ;� a _ URBAN FOREST MANAGEMENT Scott Eckersall Project Responsibilities: Mr. Eckersall is the top engineer in our firm. He will be responsible for the final quality assurance of the data, delivery of the shapefile,and technical support. Upon delivery, Mr. Eckersall can contact city staff to discuss any program modifications and custom reporting to meet their needs. Mr. Eckersall will field questions from the city regarding the dataset structure or technical issues in the ESRI environments. Jeff Melin Project Responsibilities: Mr. Melin will be available throughout the project for customer service. He can assist city staff with scheduling issues, support issues, and field questions. Mr. Melin is familiar with both the field and technical aspects of our projects and can be available for site visits and presentations of our progress and summary reports. Scot Watkins Project Responsibilities: Mr. Watkins will manage the day-to-day field operations for ArborPro, Inc. He will manage all aspects of the data collection process. He will meet with city personnel to finalize project specifications. He will manage our team of data collectors. On a daily basis, he will download the data and perform post-processing procedures. The post- processing procedures assure the client that the GPS accuracy will meet the standards of the City of Watrloo. Mr. Watkins will also be responsible for the field data quality assurance. Maps will be printed on a weekly basis of all work performed. Mr. Watkins will evaluate the points for accuracy, specie identification, condition evaluation and maintenance recommendation. Mr. Watkins will be available throughout the project to meet with city personnel to review the data collection processes. City Contact List Field Crews Scot Watkins—(714) 943-1564 Operations Jeff Melin—(714) 397-0191 Technical/IT Scott Eckersall—(909) 838-8639 ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA i r f' 1.1 R A rb r ro URBAN FOREST MANAGEMENT References from Similar Projects As previously mentioned ArborPro, Inc. has completed over 75 GPS tree inventories over the past 5 years. Our primary customer base is municipalities, federal agencies and universities. Below is a list of references for the City to contact as well as a list of additional projects completed by ArborPro, Inc. Client Name: City of Largo,Florida Contact Name: Greg Brown Phone Number (727) 586-7415 Contract Type: Prime Professional-2006-2007 The City of Largo received an Urban Forest Community Grant from the Florida Department of Agriculture in 2004. ArborPro, Inc. was selected as the most qualified respondent and completed a comprehensive GPS tree inventory and Street Tree Master Plan for the City. ArborPro collected the inventory in two phases over two years to provide budget flexibility to the City. Client Name: City of San Marino, California Contact Name: Ron Serven Phone Number (626) 304-9648 Contract Type: Prime Professional -2005-2007 ArborPro, Inc. has provided the City of San Marino with a comprehensive tree inventory. ArborPro's certified staff collected all relevant tree attributes for over 8,600 trees. Furthermore, information was collected for all conflicts with utilities and sidewalks. ArborPro also incorporated over 5,000 existing paper tree maintenance records providing an instant historical database. In association with the tree inventory, every tree was evaluated with respect to specie, location, dimensions,target rating,tree condition and recommended maintenance. Client Name: University of Texas,Austin Contact Name: Larry Maginnis Phone Number (512) 471-6888 Contract Type: Prime Professional -2007 Our firm recently completed the campus-wide tree inventory for the University of Texas, Austin earlier this year. Our data collection team surveyed 4,817 trees throughout the University. The nearly 2,000 Southern Live Oaks are prized here and ArborPro provided a health assessment and maintenance recommendation on these and all other trees on campus. In total, over 100 species were identified on just 350 acres. The primary data collector on this project was Scot Watkins who will be assigned to this project. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA o t,\11.tit 200, \ 11'r II, 111 R�hts he,ei . Arb r ro ,..nun IIINIlI URBAN FOREST MANAGEMENT Client Name: City of Thousand Oaks,California Contact Name: Hans Faber Phone Number (805) 449-2499 x 383 Contract Type: Prime Professional -2006-2007 ArborPro, Inc. has completed a GPS tree inventory of the entire City of Thousand Oaks, they currently hired our firm to perform a GPS sidewalk inventory. Additional municipal clients nationwide City of San Antonio City of Bonney Lake City of West Hollywood City of Stanton City of Homestead City of Boca Raton City of Lauderhill City of Port St. Lucie City of Pompano Beach City of Birmingham City of Albany City of Winter Park City of Bend City of Newark City of Simi Valley City of Lancaster City of Monrovia City of Selma City of Satsuma City of San Dimas Miscellaneous client list Jet Propulsion Laboratory(NASA) Disneyland Hurricane Katrina Relief Effort Long Beach Unified School District Chapman University CSU, San Bernardino Mills College Mount Saint Mary's College Santa Clara University University of California at Davis USC Health Sciences Campus CSU San Jose Cal Poly Pomona Cal Tech Great Park(El Toro Marine Base) University of Southern California Grand Forks Air Base ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA Or Zlit czPro}n�. 911 Res A rb,,, r ro URBAN FOREST MANAGEMENT ArborPro,Inc.Experience To our knowledge, our firm has completed more recent GPS based tree inventory projects directly related to this proposal than any other firm in the industry. We have completed GPS inventories for both municipalities and open space environments alike. Most urban forestry consultants primarily focus on street tree inventories. We have dedicated ourselves to creating a program that will benefit all municipal working environments including the environments of ROW trees, greenbelts, medians, landscape maintenance districts and open space park areas. We are committed to providing years of services to the City of Waterloo for an ongoing,progressive tree inventory. ArborPro Incorporated is a full tit — ;- service Urban Forestry consultant ' 'f= ,,y company. We provide . y < `f ..universities, municipalities, and �'li f -# ril,w� � _-:. ' ' government facilities with a wide , ; . ,� _ array of Urban Forestry tools including: GPS tree inventory, ,, GIS software program, Hazardous '. / , Tree Assessments and Urban Forestry Management Plans. Our ! firm specializes in tree inventories .k v, %, and management plans for cities " ! r and other open space entities. Our key personnel have spent the majority of their working life in the tree industry or the field of Geographic Information Systems. We have been providing these services for well over four years with a current client list of over 75 satisfied customers. ArborPro would like the opportunity to present these services in person or over the internet. 1-z T w _! • ';i k++i.r #'.C_4..?'�...,"�. - .:'. �"".s�� +i`� ' - .t !C^�� *erg , ...,,.„.„..ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA & ;j right 200i_\rhorPro In All Rights Riser,ed peiii► rb r ro - s URBAN FOREST MANAMEMENT Resumes Qualifications of Staff ArborPro, Inc. is a full service Urban Forestry Consultant firm. We specialize in GPS Tree Inventories, GIS management software, and Street Tree Master Plans. We currently maintain a staff of over 40 employees including 7 ISA Certified Arborists and 1 ISA Board Certified Master Arborist. Our Board Certified Master Arborist Scot Watkins will be assigned as the lead technical expert on this project and will oversee operations. Below is his resume as well as other key personnel from our firm. Scot Watkins Project Manager and ISA Master Arborist Mr. Watkins has been an ISA Certified Arborist since 1995. He has been an ISA 1 Board Certified Master Arborist sincea 2005. Since 1995, Mr. Watkins has been providing tree disease consultation,hazard tree identification and management,plant identification and GPS tree inventories. He holds a Naturalist Certification from the Morton Arboretum and belongs to the Illinois Chapter of the Nurseryman's Association. Mr. Watkins will provide any AD- arborist field expertise necessary to the data j collection team. J.)OCI 7C, —le hired ���a�L r ( ,tia„a L Q (i o Scot..t. VVathins t..6.:.........n.,...6....<r.::.e..... (Y i...w'.,.:.:tHw.,lt.t..:,i hill s,9a ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA or, ;,_.00.1 Art In a!i h is 4?.esr; rbieii�c� ,,..,,;:r ro URBAN FOREST MANAGEMENT Ken Greby Data Collector Mr. Greby has been involved with plants and trees for his entire working life. He graduated from the California Polytechnic University, Pomona with a degree in Horticulture and a minor in Botany. Mr. Greby is an ISA certified arborist(#WC 0550) and has worked on over 75 municipal inventories and many university and military inventories. Mr. Greby's tree inventory experience includes: City of Sanford, City of Albany, City of Miami Springs, City of Homestead, City of Boca Raton, City of Winter Park, City of Lauderhill, City of Beverly Hills, City of San Antonio, City of Newport Beach, City of Lancaster, City of Largo, City of Bend, City of Monrovia, City of Vista, County of San Diego, Grand Forks Air force Base and numerous other municipalities,military bases and universities across the United States. Keith Hennig President Keith Hennig is an ISA Certified Arborist (#WC 1591) and holds a BS Degree in Finance from the California State University, Fullerton. While attending college, Mr. Hennig worked for the City of Orange in the Street Tree Department as a maintenance worker. As Director of Inventory Services for West Coast Arborists, Mr. Hennig administered and prepared urban forestry management plans and inventories for over 50 cities. Mr. Hennig has played a key role in the success of each tree inventory performed by ArborPro, Inc. He has managed the implementation of over 50 more tree inventories with ArborPro, Inc. He has been an ISA certified arborist since 1993 and a member of the tree care industry since 1987. Scott Eckersall Senior Product Manager-technical engineer Scott Eckersall holds a BS degree in Civil Engineering from the California State University of Los Angeles and has a wealth of experience in GIS and other spatially enabling technology. With ArborPro, Inc. for over four years, he developed ArborPro and ArborPro CE,management solutions for Urban Forests. He served as Product Manager and lead software developer for Digital Map Products, having designed and built EntityGlS.com, a suite of GIS productivity tools for a mass-deployed user base. Previously at Psomas, he developed a variety of GIS applications including an ArcView- based Automated Pollutant Loading Model for Los Angeles County Public Works (DPW). Mr. Eckersall has also worked for Los Angeles County DWP for seven years in the IT and Design Divisions, having built solutions for street light management, catch basin inventories, emergency management,road maintenance, and more. Mr. Eckersall will be responsible for all questions pertaining to information technology and databases. ArborPro Inc. Po Box 18071 Anaheim Hills California 92817-8071 877-844-DATA rb r ro URBAN FOREST MANAGEMENT Jeff Melin Vice President Mr. Melin is an ISA Certified Arborist(#WC 5281) and has been working in the field for 10 years. He graduated from the California State University, Fullerton with a degree in Environmental Design. His experiences include GPS data collection, tree maintenance, and tree identification and nursery supervision. Mr. Melin has facilitated private and municipal contracts, collected tree inventories and created street tree master plans. Mr. Melin will be responsible as a secondary contact should Mr. Hennig is occupied. ArborPro Inc. 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( co O 0 C3 Defective trees: Risk assessment guidelines Tree defects Moderate risk of failure High risk of failure Decay=Wood that has rotted •Indicators of advanced •Indicators of advanced decay are found on or is missing.Indicators of decay are found on 25%to ? 40%of the circumference of any stem,branch or advanced decay are rotten 40%of the circumference of root collar. wood,fungal fruiting bodies, any stem,branch or root Note:In order to verib)the extent cavities,holes,open cracks or collar. of decay,you may want to use bulges in the wood. probes or drills to determine shell •Shell thickness is>1 and<2 thickness. inches of sound wood for each • Stem has advanced decay and the shell thickness 6 inches of stem diameter and meets the following criteria: stem has opening<30%of •Shell thickness< 1 inch of sound wood stem circumference. for each 6 inches of stem diameter,or, •Stem has an opening>_ 30%of the stem circumference and shell thickness is 2 inches of sound wood for each 6 inches of stem diameter. •Any large branch with decay. Crack=crack is a separation •Stem has a single crack and •Stem is split in two by a crack. of the wood; decay. •Stem segment has multiple cracks and decay. a split through the bark into the •Branch has a crack. wood. =inadequate •Roots within the area Root problems4 defined by the Critical Root 'Leaning tree with recent evidence of root lifting, anchoring by the root system, ` 40% soil movement or soil mounding. damaged roots or stem girdling Radius are _ damaged, .Roots within the Critical Root Radius are roots. decayed,severed,or dead. ? 40%damaged,decayed, severed,or dead. •Girdling roots constrict>_ 40%of the root collar. Weak branch union=An •Branch union has included •Weak union is also cracked,cankered or decayed. epicormic branch or a branch bark. •Large epicormic branch on decaying stem. union with included bark. Canker=An area where bark •Canker or canker plus decay 'Canker affects? 40%of the tree's circumference. and cambium are dead. affect 25%to 40%of the •Canker plus decay affect>_ 40%of the tree's tree's circumference. circumference. Poor architecture=growth •Branch has a sharp bend or •Tree with excessive lean(>40° ). pattern indicates structural twist. •Leaning tree has a crack in stem. imbalance or weakness in the •Large,horizontal branch •Leaning tree has canker or decay on the lower branch,stem or tree. with several vertical branches stem. on it. •Leaning tree has a horizontal crack on the upper side of the lean and/or buckling bark and wood on the lower side. Dead wood=A dead tree or •Any lodged branch. dead branches. •Any dead tree,tree top or branch. Defective Trees Risk Management Guidelines-page 2 Defects: Defects are visible signs that a tree is failing or has the potential to fail.Defects predispose a tree to fail at the location of Minimum amount of sound wood in shell needed: the defects. Defective tree:A tree with one or more defects. Need 1"of sound shell Risk of failure: Risk of tree or branch failure can be predicted �411110 for each 6"of diameter because defects indicate which part of the tree is structurally the `t„ Stem Shell weakest.Since defect severity can change,the tree's risk of 's'(1i. Diameter thickness failure can change over time. $i,t��:0 6" 1" jf e �'1'il' 12 2 Moderate risk of failure:Currently,the tree's defects do not 1i�I i. -ti meet the threshold for failure. The defects may or may not result ei{fit 18 3 in eventual tree failure. "Moderate risk"trees need to be closely - 24 4 monitored to determine if the defects have changed since the last For stem without openings or cracks. inspection. High risk of failure:Currently,these defects indicate that the Need 2"of sound shell for each 6"of diameter tree is in imminent danger of failing or has already partially oi i failed. Corrective action should be taken as soon as possible. /' r Stem Shell Risk management:These guidelines are intended to provide the t Diameter thickness information needed to evaluate the failure potential of inspected ) 6" 2" trees.They are only guidelines.Absolute rules can not be made \ _112 4 because of the natural variability of trees and their defects. All of the defective trees can not be detected,corrected or eliminated s-d 16 6 However,by doing inspections and acting on them,we can 24 8 successfully manage the risk of tree failure. For stem with openings<30%of stem circumference. Inspections:Be systematic and complete.Inspect annually, except where policy indicates otherwise. Additional inspections Critical root radius: The CRR is used to define the portion of should be done after severe storm events.Common sense, the root system nearest the stem that is critical for stability and experience and professional judgment are required of the trained vitality of the tree. This area is usually beyond the dripline of the tree inspector. tree. The radius of this circular area is defined as Tree species,age,size and condition:These all play a role in CRR(in feet)=DBH x 1.5. the type,extent and severity of defects.Certain species are consistently prone to certain defects.Old trees tend to have more defects.Trees in good condition have the capacity to create more wood which can reduce the severity of some defects over a period of years. Exposure and crown size:Open-grown trees with full crowns .�*, s�, "', DBH x 1.5=CRR have a higher exposure to winds than trees growing in groups or ' .Y , stands. Recent change in wind exposure or crown size can affect ` the severity of defects. � Al Documentation:ALWAYS document inspections and actions. DBH CRR Use a form that records inspection date,tree species,tree location, 5 inches 7.5 feet defects and their severity,recommended actions,action taken and 15 22.5 date. It's helpful to map the area. Remember to document the 20 30 "Low Risk"trees. Treatment:Correcting defective trees can be as creative as your oAH imagination and resources allow. Treatments include:moving the target,rerouting traffic,closing off or fencing off the site,pruning ' the defective branches,reducing the crown weight/exposure and, t' CRR ultimately,removing the tree. Epicormic branch: Epicormic branches are new,younger branches that replaced injured,pruned or declining branches. • They form weak unions because they are not attached all the way f to the center of the stem. Decay:Decay is generally limited to the column of wood present at the time of wounding.Measure shell thickness to determine if enough sound wood remains to support the tree.The risk of failure increases when decay columns expand into the new wood because there is no sound shell of wood near those defects. Continuously expanding columns of decay are the result of MINNESOTA inrolled cracks(rams-horning),girdling roots and canker-rot Department of infections. Natural Resources HAZARD TREE INSPECTION FORM Unit Subunit Inspectors Date Remarks MAP Tree location Hazard Recommended Action or map Tree species Defect(s) potential Remarks action taken/date number H or M Local Manager Date Source: MN DNR N Co -o r C C co O_ V O NQ O a) a) C.) a o ,T) >.cc o 1E > a C N C ) O y O d.0 O_ o Q U u, 0 o C a) (trq suwnloO n aa) to wnS) N in 6ugge21 NS! N as a) .0 a) a m cn 2 a) O Ct sJoloed Nslb JaU30 LL� O to uollduosea u) lL a) t Z F— O E vo I- a U C C J (IeuogdO) w E a) Q SJOIOed N 1— a. .i > x )IS! J043O o m YE O ea C -o U) 0 .-. la6Jel o_ a)7, N LL M to Al!I!gegaJd Co C W N Q `° o W ❑" C (s)1Jed u) Q a) • (6 N anllaalaa n E I— X I c) a)a >_ W to azlg m E •I— t `o z I einued n' o C to A1lllgegad Z 3 e o 2 _ a) O � N u) 0 U .3)o �� Q ❑U u O o _ vJ (1) 3 N w N N >.M (6 -0 .D N i a) 2 C 7 CO _ O2 ( a) C O E O O O co j 0 L J _2 O I _ a o I a) S' 1 = n a) I 0° -o Y ❑ co E o U) o w a) a) •O N Q) O_ E tu- rn k'0 C a)C 2 O — C O (S O 0 N y C J 1— F O Guide to Risk Rating Codes (companion guide to the Community Tree Risk Evaluation Form) PROBABILITY OF FAILURE: 1-4 points 1. Low: some minor defects present: - minor branch/crown dieback -minor defects or wounds 2. Moderate: several moderate defects present - stem decay or cavity within safe shell limits: shell thickness > 1 inch of sourd 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 CRR 3. High: multiple or significant defects present: - stem decay or cavity at or exceeding shell safety limits: shell thickness < 1 inch of sound wood for each 6 inches of stem diameter - cracks, particularly those in contact with the soil or associated with other detects - 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 CRR. - leaning tree with recent root breakage or soil mounding, crack or extensive decay - dead tree: standing dead without other significant defects 4. Extremely High: multiple and significant defects present; visual obstruction o-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 - defect(s) affecting >40% of the tree's circumference or CRR and extensive decay or crack(s) -weak branch union with crack and decay - leaning tree with recent root breakage or soil mounding and a crack or extensive decay -dead branches: broken (hangers) or with a crack -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 vehicular traffic SIZE OF DEFECTIVE PART(S): 1-3 points 1. Parts less than 4 inches in diameter 2. Parts from 4 to 20 inches in diameter 3. Parts greater than 20 inches in diameter Guide Codes for the USDA Community Trees Evaluation Form -page 2 PROBABILITY OF TARGET IMPACT: 1-3 points 1. 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. 2. Intermediate Use: - moderate 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. 3. Frequent Use: - emergency access routes, medical and emergency facilities and shelters, and handicap access areas; high use school playgrounds, parks, and picnic areas; bus stops; 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: 0-2 points -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 used if the tree is likely to fail before the next scheduled risk inspection. Table 1. Defect Codes Table 2.Corrective Action(s)Codes Code De ect Prune D Decay PD Deadwood CR CRack PW Weakwood (defective Root Root Problems part(s)) RSG Stem Girdling PC for Clearance RS Severed PT to Thin crown or reduce RPD Planting Depth (too deep) crown weight RGC Grade Change PR to Reduce crown height RSB Sidewalk Buckling Target WBU Weak Branch Union TM Move CA CAnker TEV Exclude Visitors from PTA Poor Tree Architecture Target Area PTA:LT Leaning Tree PTA:TT Topped Tree CB Cable/Bracing EE Excessive Epicormics CWT Convert to Wildlife Tree RT Remove Tree DEAD DEAD tree,tops or branches Monitor Monitor regularly VO Visible Obstruction NA No Action Required PO Physical Obstruction Return to Table of Contents Chapter 4, Next Section 1 Defective trees: Risk assessment guidelines Tree ttvfceis Moderate risk of failure High risk of failure Decay - Wood that has rotted • Indicators of advanced -Indicators of advanced decay arc found on or is missing. Indicators of decay are found on 25%to ? 40%of thc circumference of any stem,branch or advanced decay arc rotten 40%of the circumference of root collar. wood, fungal fruiting bodies, any stem,branch or root Note:in order to verify the extent cavities,holes,open cracks or collar. of decay, Erie Win'x'ernt to use bulges in the wood. probes or drills In determine shell •Shell thickness is>I and<2 thickness. inches ofsound wood for each •Stem has advanced decay and the shell thickness G inches astern diameter and meets the following criteria: stem has opening<30%of • Shell thickness< I inch of-sound wocd stem circumference, for each 6 inches of stem diameter,or, -Stem has an opening 1' 30%ofthe stem circumference and shell thickness is ' 2 inches of sound wood for each 6 inches of stern diameter. •Any large branch with decay. Crack= crack is a separation -Stem has a single crack and •Stem is split in two by a crack. of the wrxxl ; decay. •Stem segment has multiple cracks and decay. a split through the bark into the •Branch has a crack. wood. • Root problems-- inadequate ' Roots within the area •(.caning tree with recent evidence of root lifting, anchoring by the root system, deferral by the Critical Root soil movement or soil mounding. damaged roots or stern girdling Radius ore C d0, damaged, • Roots within the Critical Root Radius arc roots. decayed,severed.or Brad. ? 40%damaged.decayed.severed. or dead. •Girdling roots constrict > 40%of the root collar. ‘Veak branch union- An • Branch union has included • Weak union is also cracked,carrkered or decayed. cpicormic branch or a branch bark. •Large epiconrlic branch on decaying stem. union with included bark. Canker=An area where bark •Canker or canker plus decay 'Canker affects j 40%of the tree's circumference. and cambium are dead. affect�5%to 40%d of the •Canker plus decay affect 10°o of the trees tree's circumference. circumference. Poor architecture=growth •Branch has a sharp bend or •Tree with excessive lean(>40* ), pattern indicates structural twist. • Leaning tree has a crack in stern. imbalance or weakness in the - Large,hori',ontal branch •Leaning tree has canker or decay on the lower branch,stern or tree. with several vertical branches stern. on it. • Leaning tree has a horizontal crack on the Upper side of the lean and/or buckling bark and wood on the lower side. Dead wood = A dead tree or •Any lodged branch. dead branches. •Any dead tree,tree top or branch. Defective Trees Risk Management Guidelines-page 2 Defects: Defects ace visible signs that a tree is failing or has the potential to fail,Defects predispose a tree to fail at the fixation of Minimum amount of sound hood in shell needed: nhc defects. Ilcicrtdvc tyre:A tree with one or more defects. _ Need 1"of sound shell Risk of failure: Risk of tree or branch failure can be predicted for each 6"of dlianteter because defects indicate which pats of the tree is structurally the 'd ;, �r •= Steno Shell weakest.Since defect severity can change,the tree's risk of sslrs, Diameter thickness failure can o:Kan gc over lime. 'tote �6 1" Moderate risk or failure:Currently,the use's defects do not �,tr 14. , 12 2 meet the threshold for failure. The defects may or may not result f iit+�'y ` '""' IS in eventual tree failure. "Moderate risk"trees need to he closely it C4f�t 24 4 monitored to determine if the defects have changed since the last For stem without openings or cracks, inspection. Ilit;h risk of failure:Currently,these defects indicate that the ' tree is in imminent danger of failing or has already partiallyy /, _. Need 2"of sound shell failed, Corrective action should be taken as soon as possible. _ fur cool f"of diameter Risk management:These guidelines arc intended to provide the �' • M Stern Shell information needed to evaluate the failure potential of inspected c Diameter thickness trees,They are only guidelines.Absniute mks can not ie made f 6" 2" because of the natural variability of trees and their defects. All of , �' Mr dette-rive rrrts can one hie de:retest.rorrrctrd or eliminated _#-. • "* 1 F 6 I lowever,by doing inspections and acting on there,we can _. 24 li successfully manage the risk of lace failure. For stern with openings.:30%ofstern circumference. Inspections:lIe systematic and complete.Inspect annually. except where policy indicates otherwise. Additional inspections Critical root radius: The CRR is used to define the portion of should be done after severe storm events.Common tsetse, the nx*t 1.}stetn 11C111 A the stem that is critical for stability and experience and professional judgment are required of-the trained vitality of the doer. This area is usually Imon,i the Jripline of the tree inspector. tree. The radius of this circular at ea is defined as Tree species,age,slit and condition:These all play a vole in CRR(in fret)=DR11 x 1.5. the type.extend and sesoxity of defects.Certain species arc consistently prone to certain defects.Old trees tend to have more defects Trees in good condition base the capacity to mate more .' wood which can reduce the severity of'some defects onuser a period "'�V%`"' '• of yens. wt 's". Exposure and crown sire:Oien•groven trees with full crowns i�?� ; `.'t 'a. ' have a higher exposure to wir►ds than nets growing in groups or ;' , d. ' stands. Recent change in wind exposure or Crown sue can affect ;rs S •`;' the severity of defects. `m '+t '`fit. ;documentDocumentation:ALWAYS document inspections and actions.. .'e-`)* .- +r - PM S1III Use a form that tecotds inspection date,tree species,tree location, , - ' s.sera ?4eo11 defects and their severity,recommended actions,action taken arid to is . - 15 ti$ dale it's helpful tot map the area. Remember to document the 70 Jot "Low Risk"trees. Treatment:Correcting defective tires can be as Creative as your a ire avd tmagi hail on and resrsurces allow. Tecatments include:moving the urges,rerouting traffic.dosing off or fencing off the site,pruning the defective branches,reducing the crown weight exposure and, r' ---dial ultimalcly,removing the tree. F.picorrnlc branch: Fpicormic branches arc new,younger branches that replaced injured,pruned or declining branches. They form weak unions because they arc not attached ail the way weerois to the center(lithe stem. Decay:Decay is generally limited to the column of wood present at the titre of wounding.Measure shell thickness to determine if enough sound wood remains to support the tree.Tire risk of failure nutcases when decay columns expand into the new t.ec - rer t.zrs*Xv • work[because there is no soured shell(3 mthose f maul near defects. Continuously expanding columns of decay arc the result of MINNESOTA implied cracks trums•hnrning),git tiling roots and canker-rut Derwtment of in feet ions. Natural Resuurro. HAZARD TREE INSPECTION FORM Unit Sut?ynit Inspectors Date Remarks MAP Tres location Hazard Recommended Action ar map Tree species Detect(e) potential Remarks action token/date number H or M Local Manager Dale Source:r.trI DNA z� I // {p-L�n a Jo tons) fTs i A r i iN yti V a mood raj moo3 who z p E ~ 2 J ()cuald0? W . - liSra loUaO o CO mQ o 2L )a� Ooctmad 7 1 =a 28w {shAzd cc cr, I N— .�. n a wimp() ''l 4 2 aid 4 D Jo AVI 44Qad 7 2 E M hi (J If t!1 M co i .g•e T i:it P o M Ei o , . el at 2 CO Guide to Risk Rating Codes (companion guide to the Community Tree Risk Evaluation Form PROBABILITY OF FAILURE: 1-4 points 1. Low: some minor defects present: -minor branch!crown dieback -minor defects or wounds 2. 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 -stern girdling roots: <40%tree's circumference with compressed wood -root damage: <40%of roots damaged within the CRR 3. High: multiple or significant defects present: -stem decay or cavity at or exceeding shell safety limits:shell thickness < 1 incn of sound wood for each 6 inches of stem diameter -cracks, particularly those in contact with the soil or associated with other defects -defect(s)affecting>40%of the tree's circumference -crown damagelbreakage: 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 CRR. - leaning tree with recent root breakage or soil mounding, crack or extensive decay -dead tree:standing dead without other significant defects 4. Extremely High: multiple and significant defects present; visual obstruction of traffic signs/lights or intersections: -stern decay or cavity exceeding shell safety limits and severe crack - cracks:when a stem or branch is split in half - defect(s)affecting>40%of the tree's circumference or CRR and extensive decay or crack(s) -weak branch union with crack and decay -leaning tree with recent root breakage or soil mounding and a crack or extensive decay -dead branches: broken(hangers)or with a crack - dead trees:standing dead with other defects such as cracks, hangers,extens ve decay, or major root damage -visual obstruction of traffic signs/lights or intersections -physical obstruction of pedestrian or vehicular traffic SIZE OF DEFECTIVE PART(S): 1-3 points 1. Parts less than 4 inches in diameter 2. Parts from 4 to 20 inches in diameter 3. Parts greater than 20 inches in diameter Guide Codes for the USDA Community Trees Evaluation Form-page 2 PROBABILITY OF TARGET IMPACT: 1-3 points 1. Occasional Use: -low use roads and park trails; parking lots adjacent to tow use areas; natural areas such as woods or riparian zones; transition areas with limited public use; industrial areas. 2, Intermediate Use: - moderate to low use school playgrounds, parks, and picnic areas; parking tots adjacent to moderate use areas; secondary roads(neighborhoods)and park traits within moderate to high use areas: and dispersed campgrounds. 3. Frequent Use; -emergency access routes, medical and emergency facilities and shelters,and handicap access areas; high use school playgrounds, parks, and picnic areas; bus stops; 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: 0-2 points -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 used if the tree is likely to fail before the next scheduled risk inspection. Table 1. Defect Codes Table 2.Corrective Actions)Codes Code J)rlrrr Prune I) Decay PD Deadwood CR Cltack PW Weakwood(defective Root Root Problems part(s)) RSG Stem Girdling PC for Clearance ttS Severed PT to Thin crown or reduce ltl'1) Planting Depth (too deep) crown weight it GC Grade Change PR to Reduce crown height RSts Sidewalk Buckling Target 1V13t! Weak Branch Union TM Move CA CAnkcr TEV Exclude Visitors from PTA Ptx)r"Tree Architecture Target Area I"TA;I,T LcaningTrcc l'TA:'IT Topped Tree CB Cable/Bracing EE Excesisive Epicomtics C11T Convert to Wildlife Tree RT Remove Tree DEAD DEAL)tree,tops or branches Monitor Monitor regularly VO Visible Obstruction NA No Action Required PC) Physical Obstruction Return to Table of Contents I Chapter 4, Next Section 1