Attachment 1 Statement of Work.pdf

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U.S. Department of Agriculture

Idaho Panhandle National Forests

Tree Planting and Associated Services IDIQ

Performance of Work Statement

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Idaho Panhandle National Forests

North Zone-Bonners Ferry, and Sandpoint Ranger Districts

Bid-Item 25 Tree Planting

IDIQ Table of Contents

Performance Work Statement……………………………………………………………………………………………………………………………6 Project Title

1.0 General Information

Background and Purpose

Scope of Contract

Location and Description

Stock Types

Planting Seasons

Safety

2.0 Definitions

3.0 Government Furnished Property

4.0 Contractor Requirements/Tasks

Access

Road Access

Walk-in Units

Locked Gates

Tree Transport Within Unit

Orders, Delivery, and Returns

Seedlings

Artificial Shade and ADC Materials

Return of Government Furnished Property

Tree Handling and Care

Caches

Equipment

Tree Transport to Planting Units

Hand Tools

Power Augers

Planting Bags

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Tree Preparation

Dipping – Bareroot Stock Only

Water Dip

Water for Dipping

Planting Bag Liners

Inventory

Tree Planting

Scalping

Clearing

Tree Placement, Filling, and Firming

Tree Species or Stock Type Mix

Acceptable Established Seedlings and Acceptable Existing Trees

Shade Requirements (S.1)……………………………………………………………………………………………………………16

Stationary Material Only (S.1.1)………………………………………………………………………………………………….16

Plant Existing Shade Only (S.1.2)…………………………………………………………………………………………………17

Stationary Material First, Then Transportable Shade (S.1.3)………………………………………………………17

Stationary Material First, Transportable Shade Second, Plant in Open Last (S.1.4)

Stationary Material or Transportable Shade (Planter Discretion) (S.1.5)

Stationary Material or Transportable Shade (Planter Discretion), then Plant in Open (S.1.6)

Protection Only Requirements (P.1)

Stationary Material Only (P.1.1)

Stationary Material First, Then Plant in Open (P.1.2)

Trees not Meeting Specifications

Tree Planting Line-Item Descriptions

Regular Spacing Planting (per acre)

Variable Density Planting (per thousand tree)

Group/Clump Planting (per thousand tree)

Per Thousand Tree Planting

Interplanting (per thousand tree)

Per Hour/Specialized Tree Planting

Artificial Shade Installation, Maintenance, or Removal (Tubing)

Animal Damage Protection (ADC) Installation, Maintenance, or Removal (netting or tubing)

5.0 Performance Requirements Summary

6.0 Deliverables/Schedule

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7.0 Contractor’s Key Personnel

Supervisor

Inspectors

Language

Organization of Crews

8.0 Inspection and Acceptance

Contractor Quality Control

Quality Control Plan

Per Planter/Specialized Tree Planting (Per Person per Hour Unit of Measure)

Inspections

Tree Planting

Per Acre Unit of Measure

Per Thousand Tree Unit of Measure

Variable Density Planting

Group/Clump Planting, Per Thousand Tree

Interplanting

Shading/Animal Damage Control

When Included with Tree Planting Inspection

When Not Included with Tree Planting Inspection

When Tree Planting Using per Acre Unit of Measure

When Tree Planting Using per Thousand Tree Unit of Measure

Government Quality Assurance Surveillance Plan (QASP)

Tree Quantity for Per Thousand Tree Unit of Measure (UOM)

Per Planter/Specialized Tree Planting (Per Person Per Hour Unit of Measure)

9.0 Deliveries or Performance

Contract Period of Performance

Work Plan and Schedule

Safety Plan

Task Order Period of Performance

Task Order Period of Performance

Estimated Start Work Date

Use and Occupancy Restriction Orders

Bear Safety

Notice to Proceed

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Minimum Rate of Progress

Unfavorable Conditions

Work Completed After the Performance Period

10.0 Measurement, Remeasurement, and Payment Method

Measurement

Per Acre Unit of Measure

Per Thousand Tree Unit of Measure

Walk-Ins

Remeasurement

Method of Payment

Work Quality

Tree Planting Payment Calculation

Quality Meets or Exceeds 93 Percent

Quality less Than 93 percent and at least 80 Percent

Quality Less than 80 Percent

Netting or Tubing Payment Calculation

Quality Meets or Exceeds 93 Percent

Quality less Than 93 percent and at least 80 Percent

Quality Less than 80 Percent

Per Person Per Hour Unit of Measure

Unacceptable Work

Damages

Liquidated Damages

Actual Damages

Excess Trees

Mishandled Trees

Excess Artificial Shade or ADC Material

Mishandled Artificial Shade or ADC Material

Charge Rates Contracting Documents, Exhibits, or Attachments………………………………………………………………… 37

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Performance Work Statement

Project Title Idaho Panhandle National Forests Planting IDIQ

1.0 General Information

Background and Purpose The Idaho Panhandle National Forests needs planting and related services on lands administered within its boundaries. Planting and related services are needed on lands that have been disturbed through fire, insect or diseases, harvest, or from other causes and where land and resource management plans indicate forested cover is desired after these disturbances.

Scope of Contract The Contractor shall furnish everything necessary, including all labor, equipment, supervision, transportation (i.e., crews ), supplies (except those as designated as Government furnished), and incidentals to perform all work necessary on the areas specified in task orders issued under this contract. The scope of this contract includes, but is not limited to, tree transport, tree care, handling, and planting, tree preparation (if needed for bare root stock), natural and artificial shading treatments, animal damage control treatments (i.e., protective netting), and related services.

Location and Description Task orders may be issued on any of the Zones listed in the Schedule of Items. Information on each Zone within the Idaho Panhandle:

North Zone (Bonners Ferry, Sandpoint and Priest Lake Ranger Districts).

Central Zone (Coeur d’Alene and Silver Valley).

South Zone (St Maries and Avery).

Specific locations, boundary identification, maps, and data for individual planting units or treatment areas will be provided on task orders.

Stock Types

There is a combination of stock types used throughout the Idaho Panhandle NF both bareroot and container- grown seedlings. The entire list of stock types that could be used throughout the life of the contract include, but are not limited to, the following:

Stock Type Name Container Volume/Bareroot Specifications

1-0 Bareroot See section 3.0 - Government Furnished Property in task orders for seedling specifications

2-0 Bareroot See section 3.0 - Government Furnished Property in task orders for seedling specifications

Plug ½ combination bareroot and container

Container-grown 160 5.5 cubic inch

Container-grown 112 6.0 cubic inch

Container-grown 91 7.9 cubic inch

Pots 1 gallon

Planting Seasons

Forests in the Intermountain Region generally plant during two seasons, spring and fall. Spring planting seasons run from approximately April 15-June 15 and fall planting seasons run from approximately

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September 15-October 15. All dates are approximate and depend on weather and/or local site conditions. Task orders may be issued for one or more planting seasons within any given year.

Seedling survival and growth is dependent on proper soil and moisture conditions; these conditions may prevail for only a short period of time. It may be necessary to plant a portion of a unit and return when ground conditions are suitable to plant the remaining area.

Safety

There may be snags and/or burned trees present in any or all the units to be planted under this contract.

Some of the units to be planted may have been burned by wildfire. There is potential for blowdown or falling debris especially in windy conditions. See section 9.0 – Deliveries or Performance – Safety Plan regarding providing a Safety Plan.

2.0 Definitions

Acceptable Existing Seedling. Acceptable existing trees are defined as: Conifer – six inches or greater in height that appear to be growing well. Aspen – 20 or more stems two feet in height.

Acceptable Existing Tree. Any live tree meeting diameter specifications in the Task Order Detailed

Information Sheets will define these requirements; a healthy tree with good form, vigor and foliage coloration, and shall have at least the top 1/4 of the tree in live green foliage. Such a tree shall be free of disease (i.e., dwarf mistletoe brooming), and severe physical damage (i.e., broken out top, three or more forks, leaning more than 30 degrees from vertical, severe crook or severe cambial damage, bark flaking caused by woodpeckers).

Acceptable Quality Level (AQL). The allowable leeway or variance from a standard before the government will reject the specific service. An AQL does not say that the contractor may knowingly offer defective service. It implies that the government recognizes that defective performance sometimes happens unintentionally. If the percent of defective performance does not exceed the AQL, the service will not be rejected by the government. The contractor, however, must re-perform the defective service when possible.

Access Point. The point identified for vehicle access to planting areas. Contractor vehicles will be able to drive to this point. Government furnished property, which includes the planting stock, will NOT be delivered to an access point UNLESS the same location has been designated as a delivery point.

Animal Damage Protection. Methods for protecting the seedlings from animal damage, particularly big game. May include Vexar-type tubing or flexible netting.

Artificial Shade. Materials not found on the planting site used to shade the tree.

Bareroot Trees. Seedling grown in a field and then lifted from the soil when dormant, removing soil from the roots. Roots should be protected from drying out.

Clean Water and Buckets/Tubs. Water and buckets/tubs used for tree dipping that are free of contaminants that could injure the trees. Water is initially suitable for human consumption.

Clearing. The removal of surface debris in and around the planting hole, exposing mineral soil. Debris includes duff, litter, rotten or charred wood, moss, loose rock, ashes, snow, and surface frost.

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Removing this material avoids debris from falling into the planting hole.

Container-grown Tree. Seedling grown in a receptacle containing soil and nutrients. When the container seedlings are extracted from the receptacle, the soil stays intact around the roots. The soil and roots together are referred to as the container plug; the soil is the container media.

Contract Time. See Period of Performance

Contracting Officer (CO). Individual with authority to bind the government with their signature on the contract.

Contracting Officer Representative (COR). Individual(s) designated to act on the behalf of the CO within the delegation given them in writing.

Cotyledon Scar. The location where the seedcoat had been attached to the seedling. This marks the point where the hypocotyl, which grows upward and turns into the stem and the radicle, which becomes point of differentiation between the root system and the shoot.

Delivery Point. The point identified for delivery of trees and other supplies. If there are multiple points for delivery of various items, it will be so noted. May be at the planting unit, at the end of a walk-in, district cooler, etc. A delivery point may or may not be the same location as an access point. Wherever supplies are to be delivered is considered a delivery point. An access point is only a location to which a Contractor can drive vehicles to a planting unit.

Diameter at Breast Height. The diameter of the stem of a tree measured outside bark at beast height

(4.5 feet or 1.37 m) from the ground. On sloping ground, the measure is taken from the uphill side.

Drip Line. The line extending vertically from the exterior edge of a tree’s live crown to the ground.

Excess Trees. Trees that are tallied on the Planting Inspection Sheet that exceed the maximum allowable trees to be planted. These trees are considered wasted trees.

Foreign Material (in planting hole). Large rocks, sticks, litter or similar material not part of the surrounding soil substrate that is in the planting hole after the tree is planted.

Government Technical Monitor (GTM). Individual(s) designated by the CO to assist the COR in monitoring a contractor’s performance.

In-box Temperature. The temperature near the center of the box of trees measured with a probe thermometer or similar instrument. This is the temperature of the seedlings while in the shipping box.

Lateral Roots. The horizontal roots extending from the main vertical (tap) root.

MTR or M Trees. Abbreviation for measurement of 1,000 trees.

Microsite. A plantable spot favorable to seedling survival and growth. Examples of favorable microsites are stumps, down logs, large woody slash, snags, and standing cull trees that provide protection from sun, wind, animals, and other damaging agents.

Moist Soil (in the planting hole). The soil in the planting hole is considered “moist” if it is similar in

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Pay or Sub Item. A unit or group of units listed under one bid item on the Schedule of Items.

Period of Performance (also Performance Period or Contract Time). All calendar days allowed for completion of contract work. Includes all days of the week including weekends and holidays.

Plantable Spot. An area from which vegetation, ash, duff, and debris have been, or can be, removed and seedling can be planted according to all specifications contained herein. In planting inspections, a plantable spot is also any areas where the Contractor has planted a tree.

Planting Inspection. The standard planting inspection procedure provided in Section 8.0. It includes the description of planting violations that result in unsatisfactorily planted trees, plot sizes, calculations for determining planting quality based on trees planted, and similar information.

Protection. Natural and artificial materials that act as an obstacle protecting the tree from animals or other injurious agents. The protection material and effort required by the planter to protect the tree varies depending on the site conditions of each unit.

Quality Assurance (QA). Those actions taken by the Government to check goods or services to determine that they meet the requirements of the Performance Work Statement (PWS).

Quality Assurance Surveillance Plan (QASP). An organized written document used for quality assurance surveillance. The document contains information about how the government will assess performance, checklists, and may contain decision tables.

Quality Control/Quality Control Plan (QCP). Those actions taken by a contractor to control the production of goods or services so that they will meet the requirements of the PWS. The QCP is the Contractor’s plan for self-monitoring work prior to Government inspection and acceptance.

Random Sampling. A method of looking at a few individual items in a lot to determine the quality of that lot against a standard.

Roads. Primary access roads will provide the closest access possible to units

Root Collar. The original ground line of the tree before planting is the soil surface level when the tree was in the nursery beds or in the container receptacle. The ground line is represented by the

“root collar”. Above this point is stem tissue, below this point is root tissue.

Root Length. The root length measured from the original ground line of the tree to the end of the main vertical or tap root. For container-grown trees, this is the length of the plug.

Satisfactory Planted Seedling. A seedling planted in full compliance with all planting specifications.

Scalping. The removal of live vegetation, including roots, in and around the planting hole to reduce competition to the planting tee. Vegetation is removed down to and exposing mineral soil.

(Acceptable) Service. A job performed to the standard and within the AQL. The contractor must do the specific job, and meet the standard, and meet the acceptable quality level before one can say that performance has been acceptable and that he/she should be paid.

Shade. Natural and artificial materials that protect the tree from the sun’s heat and wind.

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Standard. An acknowledged measure of comparison.

Stationary Shade Material. Natural material used to shade or protect the tree that is not moveable by the planter. Natural material includes items such as stumps, logs, dead brush, rocks, or terrain features used to provide the required protection for a tree. Stationary material generally offers the most shade and protection for seedlings from sun and animal trampling.

Top Height. The length from the original ground line of the tree to the top of the terminal leader; does not include needles extending above the leader.

Transportable Shade Material. Natural material such as wood debris that can be moved to the planting spot to shade the tree from the sun. Although the planter is expected to put reasonable effort into moving shade material, it should be able to be done without putting down the planting tool.

Trees in Possession of the Contractor. The time after trees has been issued to the Contractor. During this time, the Contractor is responsible for all aspects of tree care and accountable for tree quantities.

Unplantable Spot. An area within the specified spacing limits in which it is not possible to plant a seedling according to specifications and no tree has been planted. One unplantable spot is allowed for each single unplantable area equal in size to the average specified spacing. Example:

if a single unplantable area of 64 feet exists on an 8-by 8 foot spacing, one unplantable spot is recognized.

In hoedad planting, a spot is considered unplantable if a suitable spot for planting a tree cannot be found after three attempts of throwing the hoe, and if the hole cannot be opened at the spot with five swings or less.

In auger planting, the spot is considered unplantable if a suitable plantable spot cannot be found after three attempts at clearing or scalping, and then after three attempts to open the hole in the spot with the auger fail.

Unsatisfactory Planted Seedling. A planted seedling which fails to meet one or more of the specifications for a satisfactorily planted seedling.

Walk-in Units. Some units cannot be accessed from open forest roads and require the Contractor to walk; vehicle access is to the ‘access point’ identified on the project map. If the access point and the delivery point are the same location, the Contractor shall transport trees and materials from that location to the unit using the method of his/her choice consistent with restrictions on motorized vehicles or other transport method noted on the Detailed Information Sheet in task orders.

Wasted Material. Government furnished property that is lost, dropped, or damaged by the Contractor, or which is installed on trees not in accordance with the requirements of the contract. This may include, but is not limited to, installing shade on the wrong species, or netting on the wrong tree(s).

Wasted Seedlings. Seedlings which are lost, damaged, destroyed, or handled contrary to the specifications listed under Section 4.0 – Tree Handling and Care. Planted trees that exceed the

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3.0 Government Furnished Property

Item Description Where Delivered

Bare Root Trees

Length of roots and top heights will be defined in task orders. At least 93% of the trees will meet these specifications.

As specified in task orders

Container-Grown Trees

Length of container plug and top heights will be defined in task orders. At least 93% of the trees will meet these specifications.

As specified in task orders

Tree dipping materials Buckets/tubs, Water for dipping As specified in task orders

Forest Service Locks Forest Service locks on gates will be unlocked by Government so that government and Contractors have access to planting units.

N/A

4.0 Contractor Requirements/Tasks

Access

Road Access

Planting units are accessible by four-wheel drive vehicles equipped for mountain driving, except where task orders specify walk-in units. The Government will provide passage to access points noted on task order maps for units either accessible from roads or from walk-ins. After initial clearing of the access roads by the Government, the Contractor shall clear any subsequent obstacles that block passage to access points.

Walk-in Units

These units cannot be accessed with vehicles from open forest roads. The Contractor shall transport trees and any shading or ADC materials (if required on task orders) from access points noted on task order maps to units. Transport methods shall not violate Forest-specific restrictions on off-road use, unless specifically excepted in task orders or by the COR.

Locked Gates

In instances where units are behind locked gates, the Contractor shall close and lock gates after passing through. The Contractor shall be subject to all restrictions of administrative use. If the gate has a double lock, ensure that when relocking gates, the non-Contractor accessible lock can be opened properly to allow others to pass through. The Contractor shall drive from the locked gate to access points with only the minimum number of vehicles necessary for efficient transport of the crew and trees. No firearms are permitted behind locked gates.

Tree Transport Within Unit

The Contractor may transport trees from access points to any areas within units consistent with Section

4.0-Tree Handling and Care and ensuring that Forest-specific restrictions on off-road use are not violated, unless specifically excepted in task orders or by the COR.

Orders, Delivery, and Returns Government-furnished property shall be inventoried upon Contractor pickup and if authorized, return.

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Refer to Exhibit 12 – Tree Tracking Sheet.

Seedlings

The Contractor shall order trees at least 24 hours in advance of desired delivery. This time period is necessary to allow the Government time to prepare trees for planting and for acclimatization if needed.

The Contractor shall plant all trees ordered and delivered to the planting unit within 12 hours of delivery, unless otherwise approved by the COR. Trees shall not be returned to the Government for cooler storage unless approved by the COR. When the COR determines that conditions are unsuitable for planting, the Contractor shall return all unplanted trees to the delivery point with no penalty for delay in planting the delivered trees. If returning trees to storage is authorized, the trees shall be returned to the shipping boxes and marked to indicate the seed lot or other information as specified by the COR. These trees will not be counted as wasted trees.

Any trees not planted out and returned without approval by the COR shall be considered wasted trees.

Artificial Shade and ADC Materials

The Contractor shall order materials for artificial shade or animal damage control treatments at least 24 hours in advance of desired delivery. Materials will be delivered to access or delivery points as identified in task orders.

Return of Government Furnished Property

The Contractor shall return unused Government supplies, unplanted trees, all packaging, wrapping, shade, and ADC materials to access or delivery points at the end of each planting day, as specified in task orders.

Tree Handling and Care The Contractor shall be responsible for the care of trees from the delivery point and throughout the time that trees are in possession of the Contractor to assure they are properly cared for and not damaged or exposed to damaging conditions. Trees not properly cared for may be considered wasted trees. The Contractor shall be aware of environmental hazards which affect tree survival; he/she shall alter crew work schedules and tree handling practices to allow planting whenever possible. Care shall be taken to adhere to the following requirements any time trees are in the Contractor’s possession, with noncompliance to these requirements grounds for damage payments or for termination of the contract:

• The Contractor shall take precautions to keep roots moist during the entire planting operation.

• Trees shall be protected from drying, heating, smothering, freezing, crushing, bending, drowning, abrasion, rapid temperature fluctuations, or shall not come into contact with injurious substances such as petroleum products or petroleum product residues.

• Seedlings removed from cold storage facilities shall not stand or lay in water or snow or be covered directly with snow.

• Shipping containers containing trees shall be opened only in full shade and shall not be exposed to direct sunlight. Shipping containers shall not be tossed or dropped. Punctured or torn shipping containers or liners shall be promptly resealed. Shipping containers shall be separated to provide free air movement. Trees may be placed on racks or inside boxes which will support rack or box weight and prevent crushing.

• The temperature in shipping box shall be maintained at 45 degrees F, or similar to the temperature in the box at receipt, whichever is higher.

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• Trees shall not be removed from shipping containers until needed for planting preparation.

• Trees are to be planted or prepared without further root or top pruning or culling. If pruning or culling appears necessary, or if mold, dry roots, or evidence of injury or drying is seen, the condition shall immediately be reported to the COR.

• Trees that are frozen shall not be handled until completely thawed. They shall be thawed in accordance with direction from the COR.

• Trees are to be kept in the baggies they were packed in when placed in planting bags.

• Trees in planting bags shall only have tops exposed.

• Trees carried in planting bags shall not exceed the amount that can be carried and removed without injury, or which can be planted before critical heating or drying occur.

• Trees shall not be removed from planting bags until immediately before planting. They shall be handled carefully to avoid damage to roots and buds. They shall be gently removed one at a time to prevent injury and quickly inserted into the prepared planting hole. All trees in a planter’s bag should be out planted prior to taking breaks.

• Trees placed in bags will be planted and not returned to storage, unless approved by the COR as described in Section 4.0 – Orders, Delivery, and Returns.

Caches

Seedling cache sites/temporary storage shall be allowed within or near the planting units. These sites are intended for staging seedlings on the same day that they are to be planted. The COR shall approve all seedling caches/temporary storage sites. COR approved seedling protection tarps (to be furnished by the Government) will be utilized to protect the seedlings within the cache. Tarps shall be white on one side and have a reflective surface on the other.

Equipment

The Contractor shall provide all transport for seedlings, planting tools, bags, and other necessary equipment to perform planting and shading/ADC treatments and quality control. Required planting tools will be included in task order Detailed Information Sheets.

Tree Transport to Planting Units

Special care shall be taken when transporting seedlings to access points (follow Section 4.0 – Tree

Handling and Care section above). Contractor transport of planting stock shall be by either fully enclosed trailers or pickups with fully enclosed canopies. Trees may not be carried with petroleum products, petroleum powered tools, or in a petroleum contaminated enclosure.

Hand Tools

Tools shall be capable of opening a hole that is deep and wide enough to accommodate a 9-inch plug plus a minimum 1-inch burying depth, unless otherwise specified in task orders. Hand tools used shall be capable of chopping and cutting live or dead vegetation and adequate to create minimum or larger scalp sizes listed in task order Detailed Information Sheets.

Power Augers

Power augers, if specified on task orders, shall be lubricated with vegetable oils or similar substances not injurious to trees and shall not leak gas.

Planting Bags

Planting bags shall be a minimum of 15 inches deep, free of defects, light in color, of porous material

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(i.e., canvas), and shall not retain water or heat. Bags may have a shield of waterproof material attached to one exterior side to protect the planters from water seepage. Planting bags must not be transported with or come into contact to petroleum-based products.

Tree Preparation

Dipping – Bareroot Stock Only

Container-grown trees will not be dipped or wrapped.

Water Dip

The Contractor shall dip the roots of bareroot trees in clean water at the planting site, prior to placing trees in the planter's bag. Dipping in water is intended to increase root moisture. Roots shall be fully wet, but soil particles shall not be washed off the roots during the dipping process.Bareroot stock shall be removed from the shipping boxes and immediately dipped in water. Tree roots shall not be exposed to air for more than 20 seconds. All tree sorting and packing activities shall be done in shaded areas and protected from the wind. The shipping bags shall be kept closed at all times except when trees are being removed.

All dipping shall be done under the direct supervision of the Government. The planting crew will be required to dip as an entire group during the course of the day. Tree planters will not be allowed to return to the dipping site in a random fashion to dip trees on an individual basis. With approval from the

CO and oversight from CORs or GTMs, the Contractor may send individuals to the dip site to get trees for the rest of the planting crew (tree runners or carriers).

Water for Dipping

The Contractor will haul water necessary for dipping operations. Water can be brought with or acquired from a location agreed to by the COR. Contractor shall utilize at least one dipping tub per four planters.

Dipping tubs shall be a minimum of 14 inches deep. Bareroot trees shall be dipped for not less than 30 seconds or more than four minutes. For ponderosa pine, trees shall be dipped in water only long enough to moisten the tree roots (ten seconds or less). After dipping, Sontara/Kimtex tree planting liners shall be moistened to maintain root moisture. Trees shall not be forcibly packed into water tubs or tree planting bags.

Planting Bag Liners

Planting bags will have insulated liners constructed from ½ inch thick closed cell polyurethane, Sontara or Kimtex jelly-roll material surrounded by polyester mesh, or another moisture-retaining liner approved by the CO. Planting bag liners shall be kept saturated with water, but all excess water shall be drained prior to putting trees in the planting bag.

Inventory

The tree inventory on each nursery box shall serve as the official tree count for dipping operations. No additional counting of trees will be allowed to minimize seedling exposure time outside of boxes of planting bags.

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Tree Planting

Scalping

Each planting spot shall be free of live vegetation, including roots, to reduce competition from competing vegetation. The Contractor shall remove the vegetation to the maximum sizes specified in

Detailed Information Sheets. The Contractor shall not destroy or remove any existing tree seedling unless otherwise specified by the COR. Drainage of scalps is not required.

Clearing

Each planting spot shall be free of surface debris to avoid foreign material from falling into the hole. All debris down to the soil surface in areas according to the maximum sizes specified on task order Detailed

Information Sheets shall be removed by the contractor. Debris to be removed includes duff, litter, dry soil, rotten or charred wood, moss, loose rock, ashes, snow and surface frost.

Tree Placement, Filling, and Firming

To ensure the greatest probability of tree survival and growth, trees shall be planted according to examples shown in Exhibit 02 and according to the following:

• Should the initial attempt to open a planting hole fail because of subsurface rocks, roots, or other obstacles, a second effort shall be made in a slightly different part of the planting spot. If this effort fails for similar reasons, a third attempt shall be made in another part of the planting spot. If the third effort fails, spot shall be abandoned as unplantable.

• All additional and auxiliary holes created during the planting operations that are within 18 inches of the planted tree shall be filled-in or collapsed.

• Planting holes shall be located as near to the center of the cleared and scalped area, except as required to meet artificial shade; stationary material (i.e roots,rocks) or ADC installation and shall be oriented at an angle between perpendicular to the slope and vertical.

• Trees shall be planted in an open hole, deep and wide enough to fully accommodate the roots of the tree being planted. The tree roots shall be in their natural configuration and not be wedged, jammed, spiraled, or twisted into the hole.

• The hole shall be filled and firmed with the planter’s hands, using moist soil taken from the planting hole so the tree is firmly in the soil, there are no air pockets, and the tree is firmly secured in the ground. Firming the soil around the tree shall be done in a manner to ensure no damage is done to the tree or root system. There shall be no material in the hole which is foreign to the hole such as dry solids, ash, organic matter, and rock.

• After soil is packed around the seedlings, it shall be smoothed out to the level of the surrounding mineral soil surface, cupping will not be allowed.

• When bareroot trees are planted with lateral roots exceeding the maximum length, the long lateral roots shall be placed in the bottom of the planting hole in a manner that does not affect the placement of the vertical root or other lateral roots. Trees with long lateral roots planted in this manner will not be subjected to a root configuration violation during inspection.

• Bareroot trees shall be planted deep enough so that after filling and firming, the soil surface is at, or up to one inch above, the original ground line of the tree with no roots exposed and no branches buried. The root system shall extend downward and be aligned with the axis of the planting hole.

• Container-grown trees shall be planted so that after filling and firming, there is ½ to 1 inch of soil

16 | P a g e on top of the container plug. The cotyledon scar should be level with the surrounding soil surfaces to seal the plug into the ground. The Contractor shall take care to keep the container growing media intact. Where media falls away from the roots, the tree shall be planted in accordance with the Bareroot trees guidance listed in the previous bullet.

• After planting, the tree stem shall be erect and oriented between vertical and perpendicular to the slope. Trees or tree branches shall not be weighted down with mud or debris. Tree branches shall not be firmed into the soil. There shall be no excessive depressions on the ground surface that may collapse on the tree hole and the tree shall not be in contact with the dirt bank. The tree shall be free from damage.

• Once a tree has been planted, the tree shall not be uprooted and replanted.

• Tree Species or Stock Type Mix

The species and stock types to be planted along with the distribution of each will be indicated on task order Detailed Information Sheets. The Contractor shall maintain a uniform mixture of species throughout the unit unless otherwise described on Detailed Information Sheets.

Acceptable Established Seedlings and Acceptable Existing Trees

A tree shall not be planted in direct competition with established seedlings, other planted trees or under the immediate influence of acceptable existing trees. Task order Detailed Information Sheets will define these requirements. Trees not meeting acceptable existing seedling or tree definition shall be disregarded and a seedling planting according to task order specifications.

Seedlings shall not be planted outside the original forest canopy. Natural openings are considered to be outside the original forest canopy and shall not be planted.

Shade Requirements (S.1)

Planting in favorable microsites protects seedlings from potentially harmful conditions and improves the probability of survival. Trees shall be planted consistent with the shade requirement for each planting unit as specified in task order Detailed Information Sheets. The type of shade available and the effort required by the planter to shade seedlings varies depending on the site conditions of each unit. Shade material includes downed logs, stumps, and standing snags meeting minimum specifications.

When shade is required, each tree shall be shaded at the ground level from the afternoon sun. Trees shall be planted on the north, northeast, or east side of the shade material (refer to Exhibit 03). Each tree shall be as close to the shade material as possible (without touching), and within ½ the distance equal to the height of the shade material (for stumps, downed logs and similar) or ½ the distance equal to the width of the shade material in the case of standing snags. Exceptions will be noted on task order

Detailed Information Sheets.

A stationary shade source may be used as part of the scalp.

When transportable shade material is required, it must be at least 3 inches in diameter and be available within ½ of the distance to the next plantable spot, unless otherwise specified in task order Detailed

Information Sheets. Do not place shading material where it can roll on planted trees.

S.1.1-Stationary Material Only

Tree shall be planted next to stationary material when it is available. Planting spot selection takes precedence over spacing requirements. When stationary material is not available, no tree is planted.

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S.1.2-Plant Existing Shade Only

Planting spot selection takes precedence over spacing requirements. Trees will be planted (regardless of spacing) next to stationary shade sources, listed in order of preference with the most favored first, on task order Detailed Information Sheets. Planting spot selection will move down the list if higher priority stationary shade sites don’t exist. If no priority sites exist, seedlings are planted to achieve spacings as described on task order Detailed Information Sheets. Refer to Exhibit 05 for an example of this metho

S.1.3-Stationary Material First, Then Transportable Shade

A tree shall be planted next to stationary material when it is available. When stationary material does not exist in the spacing allowance, shade shall be transported to the seedlings. When neither stationary nor transportable material exists, no tree shall be planted.

S.1.4-Stationary Material First, Transportable Shade Second, Plant in Open Last

A tree shall be planted next to stationary material when it is available. If stationary material does not exist in the spacing allowance, shade shall be transported to the tree. When neither stationary nor transportable material exists, the tree may be planted in the open.

S.1.5-Stationary Material or Transportable Shade (Planter Discretion)

A tree may be planted next to either stationary material or transportable shade at the planter’s discretion. When neither stationary nor transportable material is available, no tree is planted.

S.1.6-Stationary Material or Transportable Shade (Planter Discretion), then Plant in Open

A tree may be planted next to either stationary material or transportable shade at the planter’s discretion. When neither stationary nor transportable material is available, the tree may be planted in the open.

Protection Only Requirements (P.1)

Trees shall be planted to protect seedlings from animal trampling, harsh winds and to provide insulation as specified in task order Detailed Information Sheets. Protection material is natural material that acts as an obstacle protecting the tree from animal damage or other injurious agents and may consist of such materials as downed logs, stumps and standing snags. The protection material and effort required by the planter to protect the tree varies depending on the site conditions of each unit. Each tree shall be planted as close to the stump, log or other suitable protection material as possible. It is acceptable to plant on any side of the stationary material when protection-only is required.

P.1.1-Stationary Material Only

Tree shall be planted next to stationary material when it is available. When stationary material is not available, no tree shall be planted.

P.1.2-Stationary Material First, Then Plant in Open

A tree planted shall be planted next to stationary material when it is available. When stationary material is not available, tree may be planted in the open.

Trees not Meeting Specifications

The Contractor is not obligated to plant trees that do not meet the specifications and shall be returned to the Government. Except as noted below, if trees not meeting specifications are planted, they shall be planted satisfactorily.

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• In no case shall bareroot trees with root systems less than eight inches long and fewer than three roots (vertical or lateral) be planted.

• Container trees shall have a minimum top height of three inches with the exception of high elevation five-needle pines. Roots shall have a defined main root and still maintain some soil media.

Tree Planting Line-Item Descriptions

Regular Spacing Planting (per acre)

Trees shall be planted to achieve the average spacing specified on task order Detailed Information

Sheets. It is expected that an irregular distribution will result as planters avoid acceptable established seedlings or trees, rock or shallow soils, and seek planting spots in the best microsites and soil conditions. For individual trees, the spacing may be varied as much as 75 percent in any direction to attain the best plantable spot unless otherwise stated in task order Detailed Information Sheets. The number of trees planted shall not be materially changed by the method of selecting planting spots.

Variable Density Planting (per thousand tree)

Trees will be planted with variable densities based on aspect. Favorable aspects (west to northeast aspects (270 -45 degrees)), shall be planted with higher densities while less favorable aspects (northeast to west aspects (45-270 degrees)) shall be planted with lower densities. Hand compasses (adjusted for declinations listed on task order Detailed Information Sheets) shall be used to determine aspects.

Desired aspects and densities to be planted shall be identified on task order Detailed Information

Sheets.

Group/Clump Planting (per thousand tree)

This type of planting is designed to provide a more natural arrangement of trees and take advantage of limited resources in harsh planting sites. Trees will be planted in clumps/groups with defined edges with unplanted space left between groups/clumps. Task order Detailed Information Sheets will describe the average number of trees per acre to be planted within the unit as a whole. Density may vary between groups/clumps based on planting spots available within each group/clump. The average number of trees per acre across the unit may not be materially changed. For example, one group/clump may have as few as 75 trees per acre planted while another may have 125 trees per acre planted, but the average number of trees per acre is 100. Individual task orders will provide detail on clump/group locations, the distance between clumps/groups, and the average number of trees to plant per acre.

Per Thousand Tree Planting

This type of planting will consist of planting trees as specified in task order Detailed Information Sheets to take advantage of the best available microsites within units. Planting spot selection takes precedence over spacing requirements.

Interplanting (per thousand tree)

This type of planting consists of planting only a portion of units that have not fully reforested naturally after a disturbance or after prior planting attempts. Task order Detailed Information Sheets will specify the species and densities to be planted intermixed among acceptable established seedlings and acceptable established trees.

Per Hour/Specialized Tree Planting

A flat rate per hour will be paid for each worker and Contractor’s on-site representative/Supervisor

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Crew size and planting specifications will be described in task orders. Contractor time will start when work commences (i.e., tree bag-up) at access or delivery points, except as otherwise noted in task orders. Examples of this type of work include but are not limited to:

• Planting in timber harvest units or wildfire areas for which the exact acreage is not known.

• Planting areas that require considerable walk-ins which will be compensated for at an hourly rate. This may also require carrying tree boxes or other materials to the planting site itself.

• Planting high value seedlings to ensure trees are planted in the best available microsites.

• Revegetation of campgrounds utilizing a variety of native grass, shrub or tree species with a variety of stock types.

• Planting of Genetic Tests. Planting stock could vary and may be a single stock type or a mix of any stock types of varying ages. Planting will occur on a specified grid and trees will be required to be planted within one foot of pre-designated locations. This may require site preparation such as removal of woody debris and/or clearing of brush.

• Planting in the forest seed orchards or tree improvement areas. Planting stock is typically in one-gallon pots planted on a variety of substrates.

Artificial Shade Installation, Maintenance, or Removal (Tubing) Shade tubes will require on site construction. Installation of shade (rigid) tubes may be performed in conjunction with the tree planting operation or may be performed as a separate operation but is to be accomplished within 24 hours of planting. Shade tubes shall be installed so as not to damage the tree including, but is not limited to, skinning the bark, breaking the leader, damaging the root, or excessive bud stripping.

Rigid shade protection tubes will be installed using one bamboo stake attached with zip strips to the tubing. Stakes will be forced into the ground to a depth of six inches.

Animal Damage Protection (ADC) Installation, Maintenance, or Removal (netting or tubing) Flexible or rigid netting shall be installed around trees to protect young seedlings from being browsed by big game.

Netting shall be at least one inch and no more than two inches above the terminal leader, and, as required by product, be secured less than one inch from the ground when installed. Netting that is too long shall be folded up at the bottom to achieve desired position. During maintenance, the height of the rigid or flexible netting shall be adjusted and maintained one inch and no more than two inches above the terminal leader to prevent animals from browsing the seedling. Refer to Exhibit 06 for an example diagram of properly installed flexible netting.

Netting shall be installed so as not to damage the tree, which includes, but is not limited to, skinning the bark, breaking the leader, damaging roots or excessive bud stripping. Tree leader must be free to grow, and branches shall be upward and generally in a natural configuration.

Flexible netting shall be applied in a timeframe before big game use in the area. Netting shall be installed or maintained after the growing season, generally the beginning of September and before hunting season in mid-October.

Rigid netting will be installed using one bamboo stake attached with zip strips or woven three times through the tube (see example in Exhibit 06). Stakes will be forced into the ground to a depth of six inches. Installation of rigid netting may be performed in conjunction with the tree planting operation or may be performed as a separate operation to be accomplished within 24 hours of the planting. Rigid netting maintenance will be done on units that had rigid netting installed the previous year.

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Performance Requirements Summary

Performance

Objective

Required Task Performance Standard Method of Surveillance Positive/Negative Incentive % for NOT meeting the Task

Tree Handling, Care, and Transportation

See Section 4.0 – Tree Handling and Care

Trees are properly handled and cared for. Box temperatures are below 45 degrees F while in the Contractor’s possession.

When violations occur, Contractor takes corrective action immediately.

COR and GTM will monitor operations and conduct visual inspections.

• The Contractor’s care and handling of trees will affect the performance assessment as either a positive or a negative incentive.

• If Contractor meets the standard, no deduction.

• If Contractor does not meet the standard and/or take corrective action, the Government may assess liquidated or actual damages (see Section 10.0 – Measurement, Remeasurement, and Payment Method - Damages) and provide adverse performance evaluation.

Tree Planting See section 4.0 – Tree Planting

Planting quality meets or exceeds performance standard of 93% quality.

COR or GTM conduct periodic inspection consisting of plots consistent with Planting Inspection.

• The Contractor’s planting quality will be reflected in the performance assessment as either a positive or a negative incentive.

• If Contractor achieves 93% planting quality or greater, full unit price as incentive.

• If Contractor does not achieve at least 93% quality, deductions will be made as per Section 10.0 – Measurement, Remeasurement, and Payment Method

– Method of Payment – Tree Planting Payment Calculation and may result in adverse performance evaluation.

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Objective

Required Task Performance Standard Method of Surveillance Positive/Negative Incentive % for NOT meeting the Task

Shade or ADC See sections 4.0 – Artificial Shade, Installation, Maintenance or Removal (Tubing) and ADC Installation, Maintenance or Removal

Shade or ADC quality meets or exceeds performance standard of 93% quality.

COR or GTM conduct periodic inspection consisting of plots consistent with Shading/ADC Inspection.

• The Contractor’s planting quality will be reflected in the performance assessment as either a positive or a negative incentive.

• If Contractor achieves 93% quality or greater, full unit price as incentive.

• If Contractor does…