A10_Atch_3_Exhibits_Rocky_Mtn (002).docx

CONTRACT DOCUMENTS, EXHIBITS, OR ATTACHMENTS

The following exhibits are attached and included as a part of the contract.

Exhibit 01 - Sample Detailed Information Sheet

Exhibit 02 – Satisfactory and Unsatisfactory Plantings

Exhibit 03 - Utilization of Material to Provide Shade

Exhibit 04 - Hand Site Preparation Diagram

Exhibit 05 - Stationary Material Only - Plant Existing Shade Only Diagram

Exhibit 06 – Netting Installation Examples Flexible Netting Example

Figure 1

1. Slip the length of netting over the hand as shown in Figure 1

Figure 2

2. Gently enclose the top whorl(s) of lateral branches and the terminal leader of the tree be treated with the hand-off of the netted arm, as shown in Figure 2. Use free hand to slip the netting off of the arm and hand over the tree and hold in place while gently removing the other hand from the netting material.

Figure 3

3. Pull the netting upward until three inches of the material is above the terminal bud as shown in Figure 3. Using care not to vertically move the installed tubing, spread the top of the tubing 3 or 4 inches to allow the terminal leader free growth without entanglement. Seat the tube on the tree by manually closing the tube around the base to insure that the lateral branch needles will protrude through the tube and help anchor net to the tree. Needles of the terminal leader may also help anchor netting. It may be necessary to turn up long tubes from the bottom to keep final installation within the allowable variations.

4. The final treatment should appear similar to Figure 3.

Rigid Vexar Tubing Example This example uses two-inch diameter tubes, 36” tall with a minimum of two bamboo weaves through Vexar tubing. PWS Section 4.0 – Tree planting – Animal Damage Protection (ADC) Installation, Maintenance, and Removal specifies a minimum of three weaves through tubes and a minimum six-inch stake depth. Task order Detailed Information Sheets shall provide actual sizes of tubing to be used, where required.

Exhibit 07 - Planting Inspection Sheet

PLANTING INSPECTION SHEET

INSPECTOR

CONTRACT NUMBER

SIZE

STAND

NUMBER

CONTRACTOR

SUB ITEM

NUMBER

SPACING

MAX TREES/ PLOT

SHEET

NUMBER OF

DATE

Plot No.

P lantable Spots

No. Unplantable Spots

Actual No. Plantable

Maximum No.

Allowable Trees

No. Planted

Trees

No. Wasted Trees

No. Trees Statis.

AboveGround

No. Trees Dug

No.Trees Statis.

Below Ground

*First line for above ground.

Second line for below ground.

TOTALS

FINAL %

Exhibit 08 – Planting Inspection Instructions

Instructions (side 2 of Planting Inspection Sheet)

1. Locate and mark the plot center on the ground.

2. Locate and examine planted trees for above ground criteria. Record results in column 2 of inspection form.

Above Ground

3. Determine from able 1 the average number of desired plantable spots for the plot based on the specified average spacing. Record results in column 3.

4. Determine and record in column 4 the number of spots void of planted trees that are unplantable due to acceptable existing natural regeneration or on-the-ground conditions.

5. Subtract column 4 from the average number of planting spots and record the difference as the actual number of plantable spots on which trees should be planted on the plot in column 5.

6. Determine the maximum number of allowable trees from table 2 and record in column 6.

7. Record the number of trees planted on the plot from column 2 in column 7.

8. Determine wasted trees by subtracting the maximum number of allowable trees in column 6 from those planted (column 7) and if more than zero, record in column 8.

9. Record the number of planted trees meeting the above-ground contract specifications from column 2 in column 9. The maximum number of satisfactory trees to be credited shall not exceed the maximum number recorded in column 6.

10. Determine and dig at least the minimum number of trees from those determined satisfactory above ground in accordance with table 3 and record in column 10. The trees will be dug starting with those closest to the plot center and progressing outwards.

11. Tabulate below ground results in column 2 and record the number of trees meeting below-ground contract specifications in column 11.

Below Ground

X

Exhibit 09 – Planting Inspection Method Planting contracts require intensive inspection. The quality control plan shall be consistent with the following procedures. There are two phases of contract inspection: (1) Inspection while work is in progress observing tree care, dipping procedures, wasting of trees, and planting technique while planting is in progress, and (2) plot inspection where the inspector checks quality of planting using systematically placed plots.

Inspecting for Planting Quality. The primary factor in determining the contractor's payment is the plot inspection. Use the following process and standard inspection form (R-1 FS-2470-9). Variations to this may be done only with the approval of the Contracting Officer. The inspector shall sign the inspection form and initial any changes. All inspectors should fully understand the inspection forms and procedures for completing the inspection.

Suggested Equipment

· Clipboard and pencils.

· Inspection sheets

· Full contract (with exhibits) or knowledge of unit requirements

· Fifty-foot logger's tape.

· Plot pole or shovel with swivel on handle to attach the tape.

· Flagging.

· Screwdriver, ice-pick, or garden trowels that aid in below ground inspection.

· Tile spade, hog nose spade, planting hoe for hoe planting.

· Slope correction table (See paragraph B. Plot Design below).

· Clinometer or Abney.

Plot Design Install a series of slope corrected 1/20th, 1/50th, or 1/100th-acre inspection plots, with plot size dependent on task order Detailed Information Sheet specifications. In general, narrower spacings should use the 1/50th or 1/100th acre plot. Wider spacings should use the 1/20th or 1/50th acre plots.

Plot radius will vary depending on slope. After determining slope percent and adjusting for slope using the slope correction table below, determine the plot radii to provide the necessary plot size. Use this radius for the full plot. Do not compensate by changing radii or raising or lowering the tape when going around the plot. Such adjustments have already been compensated for.

Sampling intensity and plot distributions are described in PWS Section 8.0 – Inspection and Acceptance – Contractor Quality Control - Inspections Slope Correction Table

Above Ground Inspection Inspect and record the above ground condition of each tree. Working in a clockwise direction from true north, locate, examine, and record the condition of planted trees in spaces under column 2 of the inspection form. Use codes listed below. A poorly planted tree may have more than one violation, however, only one code may be listed. Identify the most severe. Refer to PWS Section 4.0 – Tree Planting for reference specifications.

√ Satisfactory tree above ground.

· S - Spacing violation. A tree that has been planted closer than one-half of the distance to the next plantable spot is a violation unless otherwise stated in the contract or task orders. For example, if the spacing is 10 feet by 10 feet and there is a 50% variance to select the best planting spot, and a planted tree is closer than 5 feet to another planted tree, one tree is in violation for spacing. If one of the trees is improperly planted due to another reason, charge the spacing violation to the improperly planted tree and check the remaining good tree as properly planted.

· P - Planting spot violation. Tree planted in debris, loose soil, duff, ashes, or similar material.

· X - Shade protection (microsite) or protection violation. Shade and seedling protection is not consistent with specifications for the unit.

· D - Planting depth or exposed root violation. Trees are planted too deep or shallow.

· A - Stem position (improper angle) or stem damage violation. The stem should be oriented between vertical and 90 degrees with the slope plane. Improper angle may result from improper hole opening with hoes. If the tree looks erect above ground but slanted below ground, then a belowground violation instead should be cited. Any planter caused stem damage that could cause tree mortality should be recorded here.

· F - Firmness tree improperly tamped, loose violation. Trees should be tamped as firmly as soil conditions allow. Trees should not pull easily from soil. The inspector may gently tug on the stem. If tree comes up to expose roots (below the root collar), then the tree was not firmed up and is in violation. This test must be used with caution in very light or sandy soils.

· C - Scalping, clearing, or planting spot preparation violation. Scalp or cleared area is too small or too shallow.

Spot was not properly prepared.

· W - Wrong (incorrect) species. Species planted in area of unit where it is not supposed to be

· T - Cull trees. Cull tree is planted. Use when the contract specifies that the contractor shall not plant trees that do not meet specific size ranges or tree quality.

· H – Auxiliary/Attempted hole violation. Additional hole or auxiliary hole is not filled in or collapsed.

· Z – Missed planting hole violation. Trees were not planted in plantable spots when a satisfactory hole was dug.

· E - Existing acceptable seedling/tree violation. Trees were planted too close to existing acceptable seedlings or trees.

Determine average number of planting spots from Table 1 and record results in Column 3 of the inspection form.

Table 1 - Average Number of Plantable Spots

Acre Plot 1/50th Acre Plot 1/100th Acre Plot

Determine number unplantable spots by identifying spots void of planted trees that are unplantable due to ground conditions or acceptable established seedlings or trees. After determining the average number of planting spots on the plot, scan the plot for areas void of natural and planted trees. Look for voids the planters missed. Then check to see if it is a unplantable spot. Record in column 4.

When a tree has been planted, the contractor, by default, has determined it to be a plantable spot. In terms of the inspection, the spot with a planted tree is a plantable spot no matter what the inspector finds after the fact.

An unplantable spot as defined by the contract is an area within the specified spacing limits in which it is not possible to plant a tree according to specifications, and no tree has been planted (refer to PWS Section 2.0 – Definitions).

Determine number of planting spots by subtracting column 4 from average number of planting spots (column 3). Record in column 5 of inspection form.

Determine the maximum number of allowable trees from Table 2, and record in Column 6 of the inspection form Table 2 Maximum Allowable Trees based on Number of Plantable Spot (as determined from Table 1)

Trees

Trees

Trees

Record the number of trees planted on the plot (also listed in column 2) in column 7 of inspection form.

Determine wasted trees by subtracting maximum number of allowable trees in column 6 from those planted (column 7). If more than 0, record in column 8.

Record number of planted trees meeting above ground specifications from column 2 only up to maximum listed in column 6 of the inspection form.

Below Ground Inspection Determine minimum number of trees to be inspected below ground utilizing Table 3, based on number of trees that are satisfactory above ground. Record in Column 10 of the inspection form. To avoid bias, dig trees nearest plot center first and progress outward. Do not dig any trees that were unsatisfactory in the above ground inspection. Correctly replant sampled trees immediately. Use moist mineral soil to pack roots.

Table 3 Minimum Number of trees to be dug based on number of satisfactory trees above ground

*Note: This is a minimum. The inspector may dig more trees than the minimum needed per plot.

Inspect and record the below-ground condition of each planted tree in spaces under column 2 of inspection form using appropriate codes listed below. Record the number of trees meeting belowground specification in column 11. Refer to PWS Section 4.0 – Tree Planting for reference specifications.

√ Satisfactory Tree Below Ground.

· R - Root Configuration Violation. Root systems must not be twisted, jammed in one plane, or curved in the shape of the letters U, J, or L. Individual lateral roots may be slightly bent like the letters J or U but the primary vertical root system cannot be distorted. Container plug must not be jammed from the top (accordion effect) or the side (flattened).

To inspect for this violation, dig a rectangular shaped hole on one side of the tree. Start the hole far enough away from the tree stem (at least 10 inches) so that roots are not disturbed in the process of inserting the spade. This is best done with a tool like a tile spade. Once the primary hole is dug, probe toward the root system with a pointed instrument such as a screwdriver, ice pick, or similar tool to explore the seedling roots for orientation.

· M - Foreign Material in Planting Hole Violation. Holes must not contain large rocks, sticks, litter, cones, or other foreign debris. Inspect the same as that for root configuration. In hoe planting, if rocks, roots, and pieces of wood are present in soil prior to opening the hole, they are not considered foreign material to the hole.

· F - Firmness Violation. Firmness, as determined from below ground, is done while probing the root system as described under root configuration. Soil should be nearly as firm as the undisturbed surrounding soil. There should be no air pockets where the soil is not firm. Firmness may be a problem in the bottom of auger holes if planters have not firmed soil progressively upward.

· L - Altered Root Length Violation or Damaged Roots. If the dug tree has an obviously shortened root system, consider it as an improperly planted tree below ground. The contract shall state a minimum root length; trees with substandard roots should not be planted and considered a violation if they are planted.

Fresh root cuts can often be distinguished from roots cut at the nursery or during tree preparation. Living inner tissue of roots cut in advance of planting should be brown at the cut. The brown color may extend up the root under the bark for a short distance. Freshly cut roots will be white under the bark unless roots are dead when cut. Root shortening violations can also be detected during inspection while work is in progress.

· O - Planting Hole Orientation Violation. This violation is seldom observed in absence of aboveground stem angle or root configuration violations. Occasionally, trees with small root systems can be propped up following slit planting. Roots may not be distorted and angle looks okay from above ground, but hole is not properly opened. Examples would be a V-shaped hole or a hole not vertical with slope plane.

Planting Quality Percent After all plots have been taken and recorded for the pay or sub item, calculate the planting quality by the following formula:

X

Exhibit 10 - Sample Planting Inspection and Explanatory Notes

Sample Planting Inspection Sheet

FOREST

Kootenai

DISTRICT

Cascade

R1-00020-03

COR

P. Greenup

PLOT

SIZE 1/50th ac

STAND NUMBER

20003001

CONTRACTOR

TreesRUs, Inc

SUB ITEM

NUMBER 3.1

ACRES

AVERAGE

SPACING 12x12

MAX TREES/

PLOT 7

SHEET

NUMBER 1 OF 1

DATE

Plot No.

Plantable Spots

No. Unplantable

Actual No.

Plantable Spots

Maximum No.

Allowable Trees

No. Planted

Trees

No. Wasted Trees

No. Trees Statis.

AboveGround

No. Trees Dug

No.Trees

Statis.

5/

Small scalp

M

Did not shade by stump

Seedlings too close

F

No shade; shallow planted tree

Acceptable established trees on plot

*First line for above ground.

Second line for below ground.

Calculation: Col 9 x Col. 11 x 100 = 55 x 20 x 100 = 90.235 Wasted trees on plots = 5 Col. 5 Col. 10 53 23 Submitted by Rob Needles, Inspector. 5/2/2003 All information is correct and complete.

SAMPLE PLANTING INSPECTION SHEET EXPLANATORY NOTES

Note that the Contractor filled out the Inspection Sheet header completely. The Forest, District, Contract Number, COR, Stand Number, Sub Item, Acres, and Avg. spacing are information provided by the Government either directly or within the contract.

The Contractor provided the name of the (Contractor) Inspector, plot size, max trees/plot (based on contract tables), sheet number, and calculated the final quality. The Contractor assured that all columns and math were correctly done. The Contractor’s inspector signed and dated the inspection records and certified that the information was correct and accurate.

Based on the sample Inspection Sheet, the plot information was completed based on these observations:

Plot 1: Six trees were planted on the plot. The first tree did not have the required scalp width and received a C for scalping/clearing violation. Other trees were satisfactory above ground. There were no voids on the plot greater than 144 sq. feet (12 x 12 spacing), so –0- unplantable spots are recorded. The inspector dug two trees, which is the minimum number based on 5 satisfactory trees in the above ground inspection. Both were properly planted.

Plot 2: There were seven planted trees on the plot, all satisfactory above ground. The inspector found a void on the plot with no trees that was larger than 144 sq. ft. The inspector checked for plantability and it unplantable. One unplantable spot was recorded. This caused one wasted tree in column 8. Note that the satisfactory trees recorded in column 9 is six (not seven- cannot exceed the maximum allowable trees, col. 6). In the below ground inspection, a piece of rotten wood was found in the hole, which is a foreign material violation (F).

Plot 3: There were five planted trees. One tree was not planted by a stump, which was a shade violation (X) since the contract required that all trees be planted by stationary shade when it is available. There were no voids on the plot of 144 sq., ft that were unplantable. The two sample trees that were dug were satisfactorily planted based on below ground requirements.

Plot 4: There were seven planted trees. Two trees were planted five feet apart (minimum spacing was 50% of 12 feet or 6 ft). A spacing violation (S) is recorded for one of the trees. The other trees were satisfactory. The inspector found two voids on the plot that were unplantable, each at least 144 sq. ft (approximate square or circle) and recorded –2- unplantable spot in column 4. Based on only four planting spots, the maximum allowable trees is five. Since seven trees were planted, two trees are wasted. Only five trees are recorded in column 9. Two trees were dug and both were properly planted.

Plot 5: Seven trees were planted and all were satisfactorily planted above ground. There were no unplantable voids equal to 144 sq. ft. The below ground inspection revealed an air pocket in the lower part of the hole which is a Firmness violation (F).

Plot 6: There were six trees planted. One tree was not shaded which is a shade violation (X) since the contract required shade when it was available. Another tree was planted high with the root collar above the ground surface so a depth violation (D) was recorded. Four trees are identified as satisfactory. Based on this, two trees were dug from the four that were satisfactory above ground; and found to be planted properly.

Plot 7: There were seven trees planted all of which were satisfactory. No unplantable voids existed. Three trees were dug based on seven satisfactory trees; they were satisfactory.

Plot 8: Seven trees were planted all of which were satisfactory. Although they tended to be closer than 12 feet apart, they were not closer than 6 feet apart, so no violation occurred. There was a void on the plot about 14x14 in size with no trees and was found to be unplantable after the inspector checked for plantability. One unplantable spot was noted. Since seven trees were planted but the maximum number of allowable trees is six (due to one unplantable spot), there is one wasted tree in column 8. Only six trees count as satisfactorily planted above ground (cannot exceed col. 6), thus two trees were dug and were satisfactory.

Plot 9: Eight trees were planted. They tended to be closer than 12 feet apart but were not closer than 6 feet, thus no violation. There were no unplantable voids on the plot. The maximum allowable trees is seven, thus one wasted tree is recorded in col. 8. Three trees were dug based on seven satisfactory planted trees (cannot exceed col. 6). The roots on one of the trees had been stripped either during planting or before planting. (if before planting, the planter should not have planted the tree) resulting in a violation for altered root length (L).

Plot 10: Four trees were planted, and each was satisfactorily planted. Almost half of the plot could not be planted because there were small trees that met the requirements for acceptable established trees. This accounted for about three areas of 12x12 feet in size that were taken up with the residuals accounting for three unplantable spots. Two trees were dug and found to be satisfactory.

Following the inspection, all numbers were checked and totaled. The final quality is calculated based on the equation provided on the backside of the inspection sheet.

Evaluation: It should be noted that as a final inspection, the Contractor failed to meet the required 93% quality for acceptable work. He would receive –10% of the bid price for this unit or pay item depending on how the contract is written. Although the Contractor over-planted, it helped to compensate for the above ground errors. It was the below ground errors that caused work to be unacceptable.

The over-plant also resulted in 5 wasted trees on the plots, which computes to 25 trees per acre that are excess. The Contractor should be assessed the wasted tree charges.

Exhibit 11 - Artificial Shade/ADC Inspection Sheet

FLEXIBLE NETTING or RIGID NETTING/TUBING INSPECTION FORM Sheet____OF______

UNSATISFACTORY TREE CODES:

NETTING TUBING

T = TOP LENGTH M = MISSED TREE

B = BOTTOM LENGTH A = IMPROPER ANCHORING

M = MISSED TREE

NETTING_________

TUBING _________

INSTALLATION ________TPA

MAINTENANCE ________TPA

QUALITY ___________%

TREATED

TREES

UNSATISFACTORY

TREATED

TREES

TREES

REQUIRING

TREATMENT

OTHER TREES

ON THE PLOT

TOTAL

TREES

ON PLOT

REMARKS (Codes, Dead Trees, etc.)

QUALITY = SATISFACTORY TREES = __________ = ___________%

TOTAL TREES REQUIRING TREATMENT

Exhibit 12 - Tree Tracking Sheet Tree Tracking Sheet Location: ____________________ Item Number(s): ________________ Contractor Name: _______________________________________________

TOTAL:

Receipt of Trees COR/Inspector:

Signature______________________________________ Date___________________ Contractor/Contractor’s Representative:

Signature______________________________________ Date__________________

Tree Tracking Sheet Location: ____________________ Item Number(s): ________________ Contractor Name: _______________________________________________

TOTAL:

Receipt of Trees COR/Inspector:

Signature______________________________________ Date___________________ Contractor/Contractor’s Representative:

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