2015 11 09 i need a tree survey

“I need a tree survey”Jonathan Hazell9 November 2015

Where else to start, but with the 3 Ds

• Define • Deliver• Design

© Jonathan Hazell “I need a tree survey”

Define

• Who is the client?• an individual

• an enterprise

• What is driving their need?• compliance

• duty of care

• events

• What is their need?• a one-off survey

• an on-going survey


Define

• From my experience . . . • this can be a very complicated step

• your client will need firm guidance

• the process flow chart will be tortured

• ensure that you end up as the data collector, not the data manager

• take time to record what you will, and will not, provide


• D Duration of survey exercise• cyclical, new, one-off, repeat

• E Evidence required to deliver the brief• data fields, EPS, hazard assessment, mitigation, targets

• F Finance available, for the survey or for remediation• lump sum, unit rate, Schedule of Rates linked to survey

• I Intention of the outputs• asset management, budgeting, duty of care, work programming

• N Need for the survey• consent, compliance, discharge a condition

• E Equipment required, and available• pen and paper, hardware, software

© Jonathan Hazell “I need a tree survey” Page 6

TargetBS 3998:2010 defines “target” asperson or object, whether mobile or fixed, within the potential zone of impact of a tree or its branches, which might be harmed as a result of the partial or total failure of the tree

NOTE The term can also refer to a pedestrian or vehicular route where harm might thus occur.

© Jonathan Hazell “I need a tree survey” 7

HazardHave you decided that the tree is a hazard?

On what basis?

If there is no target is the tree really a hazard?

© Jonathan Hazell “I need a tree survey” 8

Design

• From my experience . . . • start by looking the wrong way down the telescope

• what outputs will be used/are required?

• this will guide you toward the data that you need to collect and manipulate on your client’s behalf


Design

• Having agreed those outputs it will be easier to decide what inputs are really needed and worth paying to collect, e.g. • geographic data – location of the asset

• qualitative data – species, sizes

• quantitative data – perceived health, condition

• That will also help determine hardware and software needs


Design

• The collected data set must allow the client to meet their defined need, and therefore the liabilities?• has enough data been collected and reported with

sufficient clarity to allow the client to • demonstrate compliance, or

• discharge their duty of care, or

• implement an appropriate response to an event?


Design

• How will the data set be managed?• will the data ever be refreshed, and if so how will

the original data be stored whilst the current data is reported?

• who will cleanse the data?

• who will apply oversight to ensure consistency of prescription?

• How will the project be paid for?• a rate per captured record?

• a lump sum?


• D Detail the outputs that will deliver the brief• PDF, report, SHP file, spreadsheet

• E Extent of the survey• complete estate, trees that might influence

• S Strategy documents • which existing enterprise-wide policies and strategies must be followed

• I Information to be gathered or researched• absolute data, hazard assessment protocol, qualitative judgements, size classes

• G GPS, GIS or A-Z• survey to use GPS or GIS enabled software, or pen, paper and the A-Z

• N Names, authority and responsibility• individuals’ roles, post-processing, project manager, qualifications, team structure


Deliver

• From my experience . . . • this can be fraught

• control is vital

• a timetable is important

• flexibility can be a strength


Deliver• Look backwards down the telescope

• what outputs are required?

• knowing the outputs, what inputs are needed?

• Who is going to input the field data?• will there be a team?

• how will the team be managed for consistency of analysis?

• Who is going to manage the data set?• data cleansing

• data verification


Deliver• D Data

• E Employees

• L Liability

• I Information

• V Verification

• E Events

• R Re-survey


• D Data set• complete, consistent, current; timely reporting

• E Employees• equipment, experience, organisation, payment, qualifications, training

• L Liability discharged by the survey• brief delivered, client fully informed

• I Information update• how to ensure currency once works completed

• V Verification or post-processing• what will be done, how will it be done, when will it be done, who will do it

• E Events• how to treat extreme weather events as they arise

• R Re-survey regime• consistency, evidence lead criteria, frequency, periodicity


2015 11 09 i need a tree survey

Real Estate