1. Reporting & Interpretation
STRATUM:
Reporting & Interpretation

2. 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

3. 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

4. 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.

5. 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.

6. 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, 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

7. 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.

8. 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.

9. STRUCTURAL Reports

10. 1. Population Summary
Summaries or complete lists of inventoried species, their total numbers, numbers by Tree Type, numbers by default DBH size classes
Basic understanding of species frequency citywide, Management Zone, and DBH size classes

11. 2. Species Distribution
Species composition most prevalent species displayed in % of total numbers.
Understanding of species dominance in terms of tree numbers

12. 3. Relative Age Distribution
Tree age, relative to DBH size class for 10 prevalent species or by management zone.
Use to determine current mgmt. Needs and how needs change based on total numbers and aging of individual species. Ideal distribution has high proportion of new transplants to offset mortality, while % older trees declines with age.

13. 4. Importance Values
Mean of 3 relative values (% tree numbers, leaf area, canopy cover) for most prevalent species.
Suggest community’s reliance on functional capacity of particular species:
IV = 0 = no reliance
IV = 100 = total reliance

14. 5. Condition
Structural (woody) and functional (foliage) condition data for entire population and most prevalent species.
Indicates how well trees are managed and relative performance given site-specific conditions

15. 6. Relative Performance Index (RPI)
Indices based on weighted proportion of each street tree’s condition classification for all species.
Value > 1 indicates species having better condition ratings.
Value < 1 are species with below average condition ratings compared with other inventoried trees.

16. 7. Stocking Level
Stocking levels and available planting sites for small, medium and large trees as defined in Unmatched Non-tree Species Codes
Identify high priority planting areas, strategic plant purchasing and cost planning

17. 8. Maintenance Recommendation
Provides maintenance recommendation as defined in the Data Tree Inventory by Data Fields dialogue by species or DBH size class
Assists managers in understanding actual pruning and maintenance needs of the street trees
Assists in establishing programmed pruning

18. 9. Maintenance Task
Provides maintenance recommendation as defined in the Data Tree Inventory by Data Fields dialogue by species or DBH size class
Assists managers in understanding actual pruning and maintenance needs of the street trees
Assists in establishing programmed pruning

19. 10. Land Use Land use associated with each population subset
Comparison with tree conflicts, maintenance recommendations and tasks for understanding problem planting sites for specific species

20. 11. Location Tree locations associated with each population subset
Comparison with tree conflicts, conflicts, maintenance recommendations and tasks for understanding problem planting sites for specific species

21. 12. Conflicts – sidewalk heave
Sidewalk heave associated displayed by species, total numbers, or % of numbers
Understanding current and potential infrastructure related conflicts by species and Management Zone location

22. 12. Conflicts – utility wire
Overhead utility conflicts displayed by species, total numbers, or % of numbers
Understanding current and potential infrastructure related conflicts by species and Management Zone location

23. 13. Canopy Cover CC over city land and street areas
Current vs. desired CC in city
Increased CC = increased benefits
Decrease pavement costs in some climate regions

24. 14. Other
3 table formatted reports based on defined data fields unique to each city
Defined as % of total numbers
Davis example – Hazard Tree
Segue to Scott – cost benefit plus management implications

25. 15. Replacement Value Estimates the full cost of replacing trees
Based on inventoried condition
First order estimates (by DBH class & Zone)
Segue to Scott – cost benefit plus management implications

26. Benefits & Costs
Are street trees worth the investment?

27. Benefit-Cost Reporting

28. Energy
Summer Savings
kWh
Winter Savings
Btu

29. Carbon Dioxide (CO2) 4 components: Sequestered Avoided Decomposition
Maintenance

30. Air Quality
Deposition O3
NO2
PM10
SO2
Avoided
VOCs
BVOC emissions

31. Stormwater Interception
Net interception
Initial Abstraction

32. Aesthetic/ Other Property value increase Aesthetics Social
Psychological
Retail sales
Noise abatement

33. All Benefits
$ per tree
Total $

34. Management Costs Annual Costs: Internal program expenditures
External program expenditure

35. Benefit-Cost Summary
Annual
Benefits
Costs
BCR
$/capita
$/tree

36. 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

37. 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?

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

39. 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

40. 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

41. 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

42. 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.

43. 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

44. 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

45. 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

46. 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

47. Level of Service Analysis
Quantifiable measures of capacity or work performed
Identify measures for each program area
Tree planting (% full stocking)
Young tree care (cycle)
Large tree care (cycle)
Hazard tree abatement (% dead or dying)
Administration ($/tree)
Compare Current LOS with Standard and Optimal LOS

48. 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

49. Advocacy