Running a STRATUM Analysis

Creating a STRATUM Project

Define Objectives Install STRATUM Choose Inventory Method Use Existing Perform Sample Inventory Perform Full Inventory OR OR Format/ Quality Check/ Convert Data to Access Draw Random Sample Map Sample Import Access Database to STRATUM Install i-Tree (Desktop and PDA Start STRATUM Project Configure PDA Define Data Inputs Quality Check Report Results Collect Data Interpret Results Transfer Data to Desktop Community Forest Management Plan

Process Overview Creating a new STRATUM project: Formatting your inventory database i-Tree Inventory PDA Utility Other inventories Converting Excel inventories to Access format STRATUM formatted spreadsheet Create Access table for STRATUM import Import Access database into STRATUM Define Unmatched Species Codes Define Inventory

Step 1: Formatting the Inventory Database i-Tree PDA Utility Do not require formatting Shared database w/MCTI A STRATUM-compatible Access table is automatically produced

Other Inventories STRATUM can only run after a STRATUM-formatted MS Access inventory table has been imported. Formatting requirements: MS Access (.mdb) table named “STRATUM_Inventory” Must have STRATUM field headings 17 field names: order, spelling, case sensitive Format (i.e., numeric vs. alpha-numeric; null value)

Step 2: Converting Excel inventories into Access Tables for STRATUM Convert data to STRATUM format Create metadata sheet Create Access database and import inventory

Step 3: Import Access Database into STRATUM Launch STRATUM application Define inventory type (sample vs. full) Import STRATUM-formatted .mdb file Establish DBH value and Management Zones Select Climate Region

Step 4: Define Unmatched Species Codes STRATUM Limited to known predominant species by climate zone National Tree Database Codes ~22 species modeled per Climate Zone Species Value Assignments Tree Types Non-tree Species Codes Used for stocking reports Won’t be counted as trees in reports E.g., AVPSM = Available Planting Space for Medium tree

Step 5: Define Inventory Data fields Default or Custom Units (DBH only) Tree Inventory by Record Edit existing records Insert new trees Define Sample Data Total number of Street Segments (Citywide or by Zone) Change numbered zones to area name

Define City Data

Define Cost Data

Define Benefit Price Data

Benefit Price Data Energy Air Pollution Emissions Carbon Dioxide Heating and Cooling Air Pollution Emissions Transaction costs Wang & Santini Carbon Dioxide eCO2.com Stormwater Runoff Reduction Detention/Retention Program Expenditures Sanitary Water Treatment Aesthetic and Other Benefits Median Home Sales Price Benefit Price Data

Reporting & Interpretation STRATUM: Reporting & Interpretation

Generating & Interpreting Reports Define Objectives Generating & Interpreting Reports Install STRATUM Choose Inventory Method Use Existing Inventory Perform Sample Inventory Perform Full Inventory OR OR Format/ Quality Check/ Convert Data to Access Draw Random Sample Map Sample Import Access Database to STRATUM Install i-Tree (Desktop and PDA Start STRATUM Project Configure PDA Define Data Inputs Quality Check Report Results Collect Data Interpret Results Transfer Data to Desktop Community Forest Management Plan

Report Results Resource Structure Analysis Benefit Cost Analysis Interpret Results Over view of how Scott and Paula will present the section Community Forest Management Plan

Resource Structure Analysis: 15 Basic Reports Maintenance Recommendation Maintenance Task Land Use Location Conflicts Canopy Cover Other Replacement Values Population Summary Species Distribution Relative Age Distribution Importance Values Condition Relative Performance Index (RPI) Stocking Level Produces 14 basic structural reports– presents info in a variety of ways – by species, zone, tree type. These reports are each viewed separately under their own titles on screen in STRATUM.

Benefit-Cost Analysis Reports Annual Benefits Energy Stormwater Air Quality Carbon Dioxide Aesthetic/other All Management Costs Net Annual Benefits Produces 3 basic benefit-cost reports.

STRATUM Reports Global Exports to Excel Spreadsheets Can interface with graphs and change them Manipulate data and select your own format type Screen Prints to PDF, Excel, Word and RTF files As viewed on screen - ready for reports, publications Fixed formatting on some reports Reports can be exported in multiple formats – briefly review

Generating Reports 1. Go to Report 2. Select Resource Structural Analysis 3. Select Report Type – Population Today we will focus on the screen reports and how you will generate these.

Screen Tools for Viewing Reports Tabs GoTo Page Page selection Toggle Group Tree Zoom Search Report Format Selections Print shortcut Screen export Refresh screen (changing between report formats) Toggle between this slide and mirror mode to walk class through screen tools for viewing. Then remain in mirror mode for duration of structure report review. Remainder of slide program to be used for backup if computers go down and for note-taking in binders.

Define Objectives Install STRATUM Choose Inventory Method Use Existing Perform Sample Inventory Perform Full Inventory OR OR Format/ Quality Check/ Convert Data to Access Draw Random Sample Map Sample Import Access Database to STRATUM Install i-Tree (Desktop and PDA) Start STRATUM Project Configure PDA Define Data Inputs Quality Check Report Results Collect Data Interpret Results Transfer Data to Desktop Community Forest Management Plan

Management Considerations The average tree provides over $125 in annual benefits. Davis’s street trees return $5 for every $1 spent on their management. Can Davis’s trees sustain this level of benefits?

Management Issues Needs to achieve: Adequate structural complexity Adequate canopy cover Adequate pruning & maintenance

Structural Complexity Goal: Achieve adequate structural complexity focused on long-term benefits How?: Plant species that are well adapted and long-lived Reduce over reliance on too few species Rejuvenation of areas where even, old-aged stands predominate

Stable Canopy Cover Goal: Maximize Canopy Cover to offset detrimental effects of hardscape How?: Perpetuate current canopy cover Selective removal and replacement where even, old-aged stands predominate Promote additional coverage Fill empty spaces Plant large-stature trees where feasible Select well adapted and long-lived species

Pruning & Maintenance Goal: Improve tree condition to increase benefits provided while reducing liability and long-term maintenance costs How?: Improve young tree care Adjust pruning cycle: 8 yrs to 4-5 yrs Target species in the poorest health

Conclusion Davis has approx. 24,000 street trees. Citywide, the publicly managed trees produce $3.1 million in annual benefits for a total cost of $560,000. Continuing this level of benefits will take strategic program planning: Adequate young tree care. More frequent inspection and pruning. Rejuvenating aging populations. Planting areas void of trees.

STRATUM in Practice Municipal BCA Municipal Tree Resource Assessments/State of the Urban Forest Community Forest Management Plans City of Davis Program Advocacy City of N. Vancouver

Street Tree Resource Analysis/State of the Urban Forest Report Executive Summary The Tree Resource Management Costs Annual Benefits Management Implications Resource complexity Resource extent Maintenance needs Appendices

Davis Community Forest Management Plan Overview Context: Existing Conditions History of Tree Management Administration and Management State of the Community Forest Community Forest Goals, Policies, Standards and Actions Glossary Appendices http://www.cityofdavis.org/pcs/trees/cfmp.cfm

STRATUM & Street Tree Master Plans Provide the best SERVICE possible Most efficient use of resources Maximize net benefits of trees Increase customer Satisfaction Cornerstone of compelling case for program funding

Identify Funding Sources Tree planting grants Public awareness and volunteer training grants Local measures Assessment districts Parcel tax Other revenue sources Carbon dioxide emission reduction credits Shade tree programs for energy conservation Stormwater management Air pollution mitigation

Advocacy