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CONSIDERING TREES IN DEVELOPMENT ACTIVITIES Andrew Lueck Consulting Arborist Planned Forest Solutions LLC
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Considering Trees in Development Activities

Jan 23, 2017

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Andrew Lueck
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Page 1: Considering Trees in Development Activities

CONSIDERING TREES IN DEVELOPMENT

ACTIVITIES

Andrew LueckConsulting ArboristPlanned Forest Solutions LLC

Page 2: Considering Trees in Development Activities

1. Why consider trees during development?2. Tree preservation process3. Site design for new trees

OVERVIEW

Page 3: Considering Trees in Development Activities

Any site work that could affect treesConstructionUtility workPavingLandscapingNew land purchase

DEVELOPMENT AND TREES

Page 4: Considering Trees in Development Activities

Legal requirementEnvironmental/social benefitsEconomic value

WHY CONSIDER TREES DURING DEVELOPMENT?

Page 5: Considering Trees in Development Activities

Tree preservation/canopy ordinancesAlign with community values and goalsTree benefits extend beyond the property line~25% of Illinois communities have TPO

LEGAL REQUIREMENTS

Page 6: Considering Trees in Development Activities

Size requirementsTechniques to preserveCanopy goalsPenalties for noncompliance

TREE PRESERVATION ORDINANCES

Page 7: Considering Trees in Development Activities

HealthEconomicsSocial

HUMAN/SOCIAL BENEFITS

Source: www.itreetools.org

Page 8: Considering Trees in Development Activities

Regulating – improve physical environmentCultural – nonmaterial benefits for peopleProvisioning – benefits extracted from natureExamples

Carbon sequestration Watershed effects Pollutant removal Wildlife habitat Agriculture

ECOSYSTEM SERVICES

Page 9: Considering Trees in Development Activities

1. Preserve existing trees2. Plant new trees to fit the site

HOW DO WE CONSIDER TREES?

Page 10: Considering Trees in Development Activities

Trees are never the most important aspect

Many people involvedMoneyDesign difficulties

WHY IS IT SO DIFFICULT?

Page 11: Considering Trees in Development Activities

Cost:Benefit of planting, caring for trees

Environmental InfrastructureReal estate

SHOW THE ECONOMICS

Page 12: Considering Trees in Development Activities

PRESERVING EXISTING TREES

Planning

• Tree resource evaluation

• Suitability for conservation

Design

• Impact evaluation

• Tree management report

Pre-Constructi

on• Tree

protection devices

Construction

• Implementation

• Monitoring

Post-constructio

n• Monitoring• Treatment

Page 13: Considering Trees in Development Activities
Page 14: Considering Trees in Development Activities

Involve all stakeholdersArchitect, builder, landscape architect, arborist, etc. Can’t always protect trees properly if decisions

already made

START AT THE BEGINNING

Planning

• Tree resource evaluation

• Suitability for conservation

Design

• Impact evaluation

• Tree management report

Pre-Constructi

on• Tree

protection devices

Construction

• Implementation

• Monitoring

Post-constructio

n• Monitoring• Treatment

Page 15: Considering Trees in Development Activities

ArboristLandscape ArchitectArchitectClient/Property OwnerConstruction/General ContractorCivil Engineer/SurveyorGovernment

WHO IS INVOLVED IN THE PROCESS?

Environmental ScientistUtility CompanySoil ScientistRealtor/DeveloperPublicDepartment Director

Page 16: Considering Trees in Development Activities

Tree advocateTeammateSpecialist, but also a generalistEducator

It’s your fault if tree issues don’t get communicated

ARBORIST’S ROLE IN PLANNING

Page 17: Considering Trees in Development Activities

What documents do I produce? Why did the client hire me?What software and document format?What tools do I use? What are the steps for me and others involved and

how do they relate?How quickly can a crew do pre-construction tree

work?What ordinance am I working under?Who at the city do I need to contact?

QUESTIONS TO ASK

Page 18: Considering Trees in Development Activities

Site survey showing all relevant features

Trees Hydrology Soils Utilities Existing structures

PLANNING PHASE

Page 19: Considering Trees in Development Activities

Size SpeciesConditionSuitability for conservationLandmark/heritage treesAppraised valueTransplant?

TREE RESOURCE EVALUATION

Page 20: Considering Trees in Development Activities

• Entrex – Canopy Cover

Page 21: Considering Trees in Development Activities

EXISTING CONDITIONS REPORT

Page 22: Considering Trees in Development Activities

Develop suitability rating (Good, moderate, poor)

SUITABILITY FOR CONSERVATION

Tree health

Structural integrity

Species response

Tree age and

longevity

Cost-benefit analysis

Page 23: Considering Trees in Development Activities
Page 24: Considering Trees in Development Activities

Location, size, shape of buildings determinedEvaluation of development impactsDrainageGradingTree preservation plan developed

PROJECT DESIGN

Page 25: Considering Trees in Development Activities

DESIGN MODIFICATIONS

Hardscape typesLandscapingDrainage/water issuesRoof height/proximityPavement placement/traffic flowConstruction activity areas

Page 26: Considering Trees in Development Activities

TREE PRESERVATION PLAN COMPONENTS

Areas to be preservedTree protection zones

Tree protection zone barriersSoil erosion controls

Staging and storage areasUtilities

Page 27: Considering Trees in Development Activities
Page 28: Considering Trees in Development Activities

Engagement

Objectives Determine

dResource

Evaluation

Design Review

Suitability for

Conservation

Design Amendmen

ts

Preservation Plan

Government Review Try Again?

PLANNING AND DESIGN

Page 29: Considering Trees in Development Activities

Protection specifications/goals communicated to allProtection zone barriers installed prior to work Tree removal operations shouldn’t damage trees to

remainRoot pruning, other treatments

PRE-CONSTRUCTION

Planning

• Tree resource evaluation

• Suitability for conservation

Design

• Impact evaluation

• Tree preservation plan

Pre-Constructi

on• Tree

protection devices

• Treatment

Construction

• Implementation

• Monitoring

Post-constructio

n• Monitoring• Treatment

Page 30: Considering Trees in Development Activities

From soil prep to finished buildingArborist monitoring and reportingCorrective measures specified/implemented for any

damagePeriodic contractor meetings

CONSTRUCTION PHASE

Page 31: Considering Trees in Development Activities

Root cutting/damage Excavation equipment Trenching equipment Burning/burial of debris Fill soil over roots and altered water tables

Soil compaction

Mechanical injury to trunk, major roots, crown

Root collar covered by fill soil

MOST COMMON DAMAGE

Page 32: Considering Trees in Development Activities
Page 33: Considering Trees in Development Activities
Page 34: Considering Trees in Development Activities

Part of construction phaseProtections still in placeOne of most common times for tree damage

LANDSCAPE PHASE

Page 35: Considering Trees in Development Activities

Often first point of arborist contactTree conservation recommendations revised if

construction activity has altered tree health/maintenance needs

Tree health monitoredLong-term tree maintenance specifications

implemented

POST-CONSTRUCTION PHASE

Planning

• Tree resource evaluation

• Suitability for conservation

Design

• Impact evaluation

• Tree management report

Pre-Constructi

on• Tree

protection devices

Construction

• Implementation

• Monitoring

Post-constructio

n• Monitoring• Treatment

Page 36: Considering Trees in Development Activities

Did it work?Can effects be mitigated?Trees need to survive long term!

PRESERVATION EVALUATION

Page 37: Considering Trees in Development Activities

New trees required by ordinance (canopy, offsite, too many removed)

TREE PLANTING POST-CONSTRUCTION

1. Site 2. Species3. Location

Page 38: Considering Trees in Development Activities

Source: www.jamesurban.net

Page 39: Considering Trees in Development Activities

Soils/drainageMicroclimateVandalismDe-icing saltsWater availabilityUtilitiesSun and wind exposureClearance over

walks/lawns

SITE FACTORS

Some ConsiderationsDamage potential to

infrastructureMaintenance potentialRoot spacePlant competitionAirborne pollutantsHardiness zonePest managementPedestrian trafficVehicle traffic/damage

Page 40: Considering Trees in Development Activities

Types of planted trees Balled and burlapped Bare root Container

Tree purpose Fruit trees Aesthetics Shade Carbon sequestration, etc.

Matched to siteLook for defectsMarket considerations

PROPER TREE SELECTION

Page 41: Considering Trees in Development Activities

Site

Energy use reduction

Runoff reductionProperty valueErosion reductionWildlife habitatShading/temp

reductionFood production

PLAN FOR SPECIFIC BENEFITS

Neighborhood/community

Heat islandAir qualityRetail salesCommercial rentCrime reductionCommunity cohesion

Page 42: Considering Trees in Development Activities

ENERGY USE REDUCTION

• Long lived• Large trees• Low-dense branches for wind barrier

Page 43: Considering Trees in Development Activities

I-TREE DESIGN

1- American hornbeam2- Red buckeye

www.itreetools.org

Page 44: Considering Trees in Development Activities

MAKE THE DESIGN RIGHT

HOA in Illinois–

400/1000 trees will be removed after 10 years due to space issues

Page 45: Considering Trees in Development Activities

LEED, Sustainable Sites Initiative, Living Building Challenge, Green Globes

Attract tenantsAttract employeesMarket differentiation

TREES IN GREEN BUILDING RATING SYSTEMS

Page 46: Considering Trees in Development Activities

Works hand in hand with LEED (shared credits)Climate change, biodiversity, resource depletionDefines sustainable sites, measures performance,

elevates value2 year pilot – 46 certified projectsCertified by GBCI – officially launched June 2015 www.sustainablesites.org

SUSTAINABLE SITES INITIATIVE

Page 47: Considering Trees in Development Activities

Credits related to trees

Integrative design processManage precipitation on siteReduce outdoor water useUse appropriate plantsConserve and use native plantsUrban heat island reductionSustainable site maintenance

SUSTAINABLE SITES INITIATIVE

Page 48: Considering Trees in Development Activities

Everything works together

BENEFIT INTERRELATION

Page 49: Considering Trees in Development Activities

ISA BMP and Standards ISA website for Tree Preservation SpecsLEED ND - http://www.usgbc.org/certificationSustainable Sites Initiative – www.sustainablesites.orgTrees and Development – Matheny and ClarkUp by Roots – James Urban

RESOURCES

Page 50: Considering Trees in Development Activities

Andrew LueckPlanned Forest Solutions

[email protected](773) 243-7442

THANKS!