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    N e w c a s t l e C i t y C o u n c i l

    Highway TreeDesign Guide

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    1

    STANDARD DETAILS & SPECIFICATIONS

    for

    HIGHWAY TREE PLANTING

    Formally Adopted by the Executive of

    Newcastle City Council

    on 17 May 2006

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    STANDARD DETAILS & SPECIFICATIONS

    for

    HIGHWAY TREE PLANTING

    This document aims to provide a set of guidelines and details for tree planting within or

    adjacent to the public highway and for the various situations and conditions that are likely

    to be encountered. The document is divided into five sections:

    1 Introduction, background and supporting documentation for the Specifications

    2 The planting operation a work sequence

    3 Specifications

    4 Recommended trees lists of species suitable for Newcastle upon Tyne

    5 Detail drawings

    1.00 INTRODUCTION

    1.1 THE CASE FOR HIGHWAY TREES

    1.1.1 There is a compelling case for trees in the centre of our towns and cities, alongside

    main highways, in suburban streets and on development sites. In 1993, the UKStrategy for Sustainable Development stated Trees in towns are an important

    resource which enhances the quality of our urban environment. (1)

    The aesthetic argument is often the strongest but often the most difficult to prove.

    Expressed most simply, it could be said that trees improve our quality of life.

    More obvious benefits include:-

    - noise reduction

    - control of airborne pollutants

    - improvements to energy efficiency

    - benefits for wildlife.

    1.1.2 The City of Newcastle upon Tyne has formally adopted a tree strategy: Trees

    Newcastle, A Tree Strategy for Newcastle upon Tyne. (2) This document contains

    policy and guidance on the care and maintenance of the Citys tree stock and for

    increasing the number of trees throughout the City to improve amenity, biodiversity

    and to make Newcastle a greener and more attractive city. There is also a five year

    Action Plan to achieve these objectives. Objective 7 states that the City

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    will.develop a programme to plant more street trees.increase the number of

    street trees..increase the number of trees in the City centre.

    1.1.3 It is quite easy to demonstrate that trees have a powerful impact on peoples

    perceptions of the visual quality of streets and urban spaces. Not only do people

    feel better in a tree-lined environment (whether or not the individual recognises this)but they are prepared to pay to live in one. Studies in the United States have

    demonstrated property values of up to 20% higher in a tree-lined street than

    identical properties in a street without trees.(3) (There is no indication of how this

    relates directly to the UK housing market).

    Conversely, deformation of pavings, problems caused by fallen leaves and

    branches, damage to adjacent services and adjacent buildings, and safety issues

    have all been cited at one time or another as a reason not to plant trees. Withcorrect detailing of the planting area, careful choice of species and good

    management most of the problems can be overcome, hence the reason for this

    document.

    1.1.4 Large, mature trees are the most valuable. Not only do they provide a much

    needed sense of scale for people in the built environment but a mature Beech for

    example can produce enough oxygen for ten people every year and fix over 2 kg of

    carbon dioxide an hour. (4)

    1.1.5 The survival of newly planted trees cannot be left to chance. Estimates for the

    survival of new trees in urban areas start as low as 50%, with only 10% of dead

    trees caused by vandalism. (5)

    This need not be the case. Trees are highly adaptable to hostile environments and

    with the correct specifications, choice of species and variety and attention to detail

    at all stages of the project, there is no reason why survival and subsequent growth

    should not be comparable to a non-urban situation. (Research indicates that mean

    shoot extension of urban trees is only 58% of that in similar trees in a nursery or

    arboretum environment). (6)

    1.2 SPECIFICATION GUIDELINES AND SUPPORTING INFORMATION

    1.2.1 The following sections propose methods for successful tree planting in situations

    that are commonly encountered in Newcastles highway areas and provides

    background information to the specifications. They include both paved and unpaved

    sites and cover a range of tree sizes.

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    Where specific guidelines are given then reference should be made to the relevant

    specification and drawn detail as indicated. .

    The guidelines are set out under the following headings

    1.3 The Site Page 4

    1.4 Planting Pits Page 5

    1.5 Soil Page 7

    1.6 Root Barriers Page 8

    1.7 Drainage Page 9

    1.8 Tree Support Page 9

    1.9 Irrigation & Aeration Page 11

    1.10 Tree Selection Page 12

    1.11 Tree Guards Page 15

    1.12 Tree Grilles & Pit Surfaces Page 15

    1.13 The Planting Procedure Page 16

    1.14 Establishment & Maintenance (years 1 5 inclusive) Page 17

    1.3 THE SITE

    CONSTRAINTS

    1.3.1 When an area is identified for tree planting there are a number of check proceduresthat must be undertaken before a detailed design can be agreed -

    Underground services - contact all Public Utility Companies to establish the

    exact location of pipes, cables, etc.. Tree planting shall not take place directly

    over live services unless they are in excess of 3m deep, or in the case of mains

    water and drains, 5m deep.

    Aerial services trees must not be planted where, as they increase in size, they

    may foul overhead cables, block windows or interfere with street lighting orCCTV cameras.

    Carry out a visual survey for constraints such as nearby street lighting,

    overhead lines, road signs, and nearby junctions. The presence of any of these

    may not prevent tree planting but it is advisable to contact City Engineering

    Services, City of Newcastle upon Tyne, for advice. They will also be able to

    advise on sight lines at the approach to any junctions or turnings.

    Existing trees will affect the growth of the new trees due to shading and

    competition and will affect the proposed planting location. New trees will not

    thrive or grow evenly under the canopy of existing trees.

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    1. 3.2 Risk management tree planting in highway situations, as in any other location,

    has a number of attached risks that must be taken into account during the planning

    and implementation of the scheme.

    Long term risks from established trees include

    damage to persons or property from falling trees or debris from trees such as

    branches, leaves and fruit.

    damage caused by growing roots to surrounding pavings creating a hazard for

    pedestrians and vehicles.

    damage caused by roots to nearby property including building foundations,

    drainage and other service lines.

    obstructing sightlines, street lighting and road signs for drivers of vehiclestherefore creating a potential hazard to road users.

    Risks to be considered during the planting operations

    access to verges etc. from active highway, possibly with traffic management

    implications

    excavation of tree pits and manoeuvring of soil, trees, paving materials adjacent

    to active highway and pedestrian areas.dangers to site operatives from vehicles on the adjacent highways.

    1.4 THE PLANTING PIT

    1.4.1 Existing Ground -

    excavate one planting pit to act as a trial pit that will enable the following to be

    established:

    - quality of topsoil- possible drainage problems

    - the presence of underground services

    1.4.2 Quality of topsoil as defined in BS 3882:1994. It is possible to assess the quality

    of soil by using a simple finger and thumb test as outlined in the BS but essentially

    a light, sandy and open texture is required. Where the excavated topsoil from the

    planting pit, and the surrounding soil, is of a suitable quality then it is of little benefit

    to add any other medium during the planting operation with the exception of a slow

    release fertiliser (such as Bonemeal or Scotts Enmag ), applied at the time of

    planting and at manufacturers recommended rates.

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    If the soil has a poor texture then it is possible to improve this with conditioners

    such as peat-free compost made from recycled organic materials as available from

    Parks and Countryside Training (PACT) within the area of the planting pit and

    applied at an approximate quantity of 3 parts soil to one part compost. It is not

    possible to make long term improvements to, say, pH or nutrient content, to such anextent as to benefit the tree for more than its initial establishment period.

    It is also important to recognise that digging a pit in clay soils and backfilling with a

    lighter, free draining planting medium, is likely to result in the creation of a sump

    into which water from the surrounding ground will flow. In these circumstances, a

    drainage layer at the base of the planting pit should be provided or connection to an

    established drainage system via pipework. (see section 1.7)

    1.4.3 New Ground -

    In new ground, or in areas of major excavation, it is possible to create conditions

    that will give new trees the best possible start and minimise future disruption to the

    surrounding area. This will include:

    - adequate soil volumes

    - good quality topsoil

    - protection to surrounding pavings and adjacent services

    - drainage provision if necessary

    In urban areas, where little or no existing soil is within reach of growing roots, the

    size of the planting pit and the quality of soil are the two most important factors that

    will have a bearing on the future growth of the trees.

    1.4.4 Pit Size - Soil Volumes

    The volume of soil required to support a mature tree depends on type and ultimate

    size of the tree, water availability and ground water storage, particularly during drier

    seasons. While formula are available to calculate the volume of soil required,

    20 cu m appears to be required to maintain reasonable growth in a paved situation.

    (7)

    When planting into existing areas this volume may be difficult to achieve but it must

    be recognised that trees planted in a lower volume of soil may not reach their

    ultimate mature size and maintain good leaf growth/ shoot extension, unless their

    roots can extend beyond the pit into adjacent soil areas, e.g., grass verges,

    gardens, etc. (8)

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    Where possible a minimum soil volume of 5 cu m should be provided. The shape of

    the soil area need not be regular and can be altered to suite site conditions.

    Volume cannot be achieved by providing extra depth. The maximum useful depth of

    topsoil for tree planting is 900mm.

    It is acceptable for more than one tree to utilise the same soil. For example, a treepit 900 mm deep x 3 m wide x 8 m long containing 21 cu. m. of soil could support

    two trees

    planted at 6 m centres. A similar pit 16 m long containing 43 cu. m. would support

    three trees, and so on. (see Diagram No. 6)

    1.5 SOIL

    1.5.1 Imported topsoil shall be of good quality, with a light texture, and conform toBS 3882 General Purpose Category. Unless the topsoil is from a reliable source

    that previously supported good plant growth the following tests are required:

    - pH - the soil pH should be between 5.5 7.8

    - organic matter - which should be greater than 5%

    - Nitrogen (N) - which should be greater 0.2%

    - Phosphorous - which should be greater than 45 mg/kg

    - Potassium - which should be greater than 240 mg/kg

    - Magnesium - which should be greater than 80 mg/kg

    More involved tests for phytotoxic elements (e.g. copper, nickel, zinc) and zootoxic

    elements (e.g. arsenic, lead, mercury) need only be undertaken if there is any doubt

    regarding the origin of the topsoil.

    The tests must be undertaken by a recognised testing laboratory and presented to

    the client prior to importing topsoil to the site.

    1.5.2 The planting pit shall be backfilled only when the weather is dry and the soil in a

    relatively dry condition. The pits should be backfilled in layers not exceeding

    300 mm and lightly settled rather than compacted between each layer. As long as

    the soil is not wet or heavy this is best achieved by light treading.

    1.5.3 Areas of new ground - there are two alternatives for a planting medium - topsoil or

    a manufactured soil (often referred to as Amsterdam or load bearing tree soil).

    The main reason behind the development of 'load bearing tree soil was the search

    for a planting medium that could be compacted sufficiently to withstand vehicles on

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    a surface paving material while maintaining optimum conditions for root growth.

    Compaction of typical topsoil sufficient to support vehicular paving will result in the

    removal of the voids that water and oxygen would have filled.

    Correctly installed, the tree soil is the ideal medium in this situation; it will not

    deflect more than a few mm even when vehicles regularly use the surface. Whiletree soil is easy to specify and clean to use, it is expensive and, more importantly,

    has a limited nutrient content. In the long term, supplementary feeding is likely to be

    necessary to maintain tree growth. Where vehicle overrun is likely to be only

    occasional then topsoil, with a reinforced paving surface, is to be preferred.

    1.5.4 If the organic content is low or the structure of the soil can be demonstrated to be

    poor (see 1.5.1 above) then a peat-free planting compost should be added at thesuppliers recommended rates. Alternatively, compost from a reliable source (see

    note re PACT above) can be added at a rate of 1:3, by volume, ameliorant to

    topsoil. In all cases the mixing must be carried out before adding the soil to the

    excavated tree pit in order to obtain a homogenous mix. It is important to realise

    that the gradual decomposition of organic material in the soil, resulting in a series of

    small but linked voids, is one cause of settlement in surface paving adjacent to tree

    pits. For this reason, load bearing tree soils are exceptionally low in organic

    matter, not exceeding 5% by volume. (For compaction specification see 2.02)

    1.6 ROOT BARRIERS

    1.6.1 Where there is concern that adjacent services, such as gas and water pipes and

    electricity cables, might be affected by growing root systems then an impenetrable

    barrier should be installed which will prevent damage by future root growth.

    1.6.2 A properly installed root barrier will, in effect, form a container and should be fitted

    to the edges of the pit. Where there is danger of damage to services on just one

    side, or any other reason why roots should be prevented from growing in one

    direction such as building foundations, a strip barrier is preferable such as

    Greenleaf Reroot 1000. The barrier must be installed from surface level to a

    minimum of 1.0 m below surface level with joints overlapped by 300 mm. (see

    Appendix 1)

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    1.6.3 In a new build situation, within 8m of building foundations or adjacent to service

    runs that are deeper than 1m the barrier must extend to a depth of 2m Greenleaf

    Reroot 2000 or similar. (see Appendix 1)

    1.6.4 Where excavation is limited to the area of the planting pit a pre-formed barrier (e.g.Greenleaf Root Directors) shall be installed to manufacturers instructions. The

    barrier must be manufactured in such a way as to discourage the tree roots to spiral

    around the inside but encourage them to grow in a downward direction.

    In paving, the backfill surrounding the root director must be compacted

    sufficiently to support the paved surface material and discourage roots that emerge

    from the base of the director from reaching back up to the surface layers. (see

    Diagram No. 4).

    1.7 DRAINAGE

    1.7.1 It is a prime requirement of any tree planting situation that planting pits do not hold

    water and become waterlogged. In new construction the minimum requirement is a

    layer of stone consisting of 200 mm deep of clean aggregate 50mm nominal size in

    the base of the pit topped with a geotextile blanket, e.g Terram, to reduce

    contamination of the drainage layer by fines. This will allow surplus water to drain

    freely from the rooting zone.

    The optimum solution is to connect this drainage layer of individual tree pits via

    pipes to an existing surface water drainage system. In adopted highway this must

    be done in full consultation with City Engineers (telephone number 0191 232 8520).

    1.8 TREE SUPPORT STAKING AND GUYING

    1.8.1 The purpose of staking and guying is to anchor the tree and stabilise the rootball

    until new roots are established into the surrounding soil, it should not be seen as a

    method of protecting from vandalism or physical damage. For this reason, support

    is required until the roots, damaged during the lifting process, have made sufficient

    new growth. In reasonable growing conditions this should be achieved within three

    seasons after planting.

    Above ground supports must be removed as soon as the tree is growing strongly,

    an indication that the roots are re-established, thus allowing the main stem to bend

    and sway in the wind which leads to increased thickening of the trunk. Trees where

    the removal of the stakes has been delayed may exhibit a reduced girth, and

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    therefore a weakened stem, in relation to the crown growth that can lead to the

    stem snapping in a strong wind.

    1.8.2 There are two main methods of supporting a newly planted tree, either above

    ground by timber stakes, or underground with taut cables. Additionally there may because to use a hybrid of the above systems which uses tightly anchored cable to

    support the trees above ground in the form of guys however this is to be

    discouraged in public areas where the cables may present a health and safety

    hazard. Above ground staking is unlikely to be successful with trees having a girth

    greater than 30cm and a below ground system should be used.

    1.8.3 Staking usually consists of one, two or three untreated softwood timber stakes, 75-100 mm diameter, driven at least 300 mm into the base of the pit.

    Research indicates that the height at which the stake is attached to the tree has a

    direct bearing on the subsequent growth and establishment of the tree. A tree will

    establish anchor roots and increase stem girth more quickly if it is allowed to move

    with the wind (while remaining firmly fixed at ground level).

    This is best achieved by either using low stakes which are attached to the tree at

    approximately 600 mm above ground level or by a higher triple stake system which

    allows the tree a degree of movement between three ties.

    A further advantage of low stakes is that snapping a young tree is much more

    difficult when the lever point is low as opposed to a rigid point 1.5 m or so above

    ground.

    1.8.4 The tree should be fixed to the stake using proprietary rubber ties or a material such

    as canvas hosing. Whatever product is used it is essential that it is firmly fixed and

    that a spacing device prevents the tree chafing against the stake. (see Diagram

    No.s 1E,2A,2B, 2C & 3A)

    1.8.5 Support below ground is achieved by the use of cables, tensioned between

    anchoring devices located at the base of the pit, across the rootball. It can only be

    reliably used where the tree has a solid, firm rootball, which is supported by hessian

    wrapping within an ungalvanised wire mesh basket. If underground staking is

    proposed then it must be specified that the supplying nursery lifts and prepares the

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    rootball using this method. The wire mesh basket should extend across the top of

    the rootball thus providing protection to the roots from the taut cables.

    It must be noted that, in nursery conditions, some varieties of trees never establish

    a root structure that is dense enough to provide a solid rootball, e.g., some Sorbus

    aria varieties. These trees cannot be supported by this method and double stakingwill be required. Again, the supplying nursery will provide advice.

    1.8.6 Specialist proprietary ground anchor systems, such as Platipus, are available for

    anchoring the cables and are useful where the ground below the base of the pit

    makes driving a timber stake difficult.

    1.8.7 In reasonable ground conditions, a triangular system of timber stakes 75 100 mmdiam., connected to each other using 5 mm diam. multi -strand galvanised wire

    fixed with staples, and driven adjacent to the rootball so that the wires are drawn

    taught across the top of the rootball. The mesh basket must not be cut or loosened,

    it will rot away naturally without any danger of restricting root growth. The mesh

    should also protect roots from the wire but if there is likelihood of damage the wire

    can be sheathed in a length of plastic hose.

    On no account must stakes be driven through a rootball as root damage is

    inevitable. Timber stakes increase in size when in contact with ground water and,

    as a result, hold tighter than metal stakes. For this reason timber stakes are to be

    strongly preferred. (see Diagram No.s 1A,1B & 1D)

    1.8.8 Alternative methods of anchoring the trees such as timber or concrete deadmen in

    the base of the pits may be considered where it is not possible to drive stakes.

    These must be placed at the time of pit excavation and fitted with all necessary wire

    cables prior to back filling the pit and planting the tree. Tensioning of the wire is by

    turnbuckle or ratchet systems. (see Diagram No. 1C)

    1.9 IRRIGATION & AERATION

    1.9.1 Research has shown that a proactive rather than a reactive approach to tree

    irrigation during the first two or three seasons will have huge benefits to

    establishment and longer-term growth. Applying water to newly planted trees that

    are starting to show signs of drought stress may well keep them alive but will not

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    stop stem die-back. This will result in poor establishment and possible long term

    structural problems.

    1.9.2 Surface irrigation is appropriate at planting time, particularly if this is towards the

    end of the planting season when bud-burst may only be few weeks away, and withbareroot stock. A thorough soaking of the ground around the base of the tree will

    ensure that soil is washed into voids around the fine roots of a bareroot tree or that

    a rootball becomes thoroughly soaked.

    A rootball composed of a different soil type to that in which it is planted may shrink

    leading to voids between it and the sides of the pit which new roots are unable to

    cross.

    1.9.3 Later in the season, particularly during hot summer months, surface watering is

    rarely efficient as the water is unlikely to penetrate the deeper root zone. It may

    also result in roots remaining near the surface, which is to be avoided as much as

    possible in a paved situation.

    For future irrigation, the best method of ensuring correct water placement is by use

    of a pipe leading from the surface to a point approximately 2/3 of the depth of the

    rootball. From this point the pipe should encircle the rootball or, in the case of a

    bare root tree be immediately adjacent the outer roots, and the water dispersed

    through perforations in the pipe.

    Proprietary systems are available e.g Greenleaf Root Rain system. It is important

    to provide a removable cap to the open, above ground, end of the pipe to prevent

    blocking by debris. Water fed directly into the system via a hosepipe will be placed

    at exactly the correct location while waste through spillage and evaporation will be

    minimised.

    1.10 TREE SELECTION

    1.10.1 The following issues must consideration when making a choice of trees for planting

    adjacent to the public highway:

    ultimate mature height -

    - small to approximately 10m

    - medium to approximately 15m

    - large greater than 15m

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    - ultimate shape and spread in general, when planting adjacent to highways,

    particularly where high sided vehicles regularly pass, it is preferable to select a

    variety with relatively upright growth that will not require regular pruning or be

    damaged by the passage of vehicles. Away from the immediate kerb line a

    broader crown could be considered.

    site conditions as long as the soil is free draining and near-neutral pH then

    most commonly specified street trees will grow well. Exposure, particularly to

    strong and cold winds, may be a problem for some trees particularly those with

    large leaves, a weak branch structure or brittle wood.

    species specific or varietal features which may be good or bad. For example, a

    tree that has good spring flowers, autumn berries or autumn colour may be

    positive features, while fruit that causes problems on footpaths or is attractive tochildren is likely to be considered negative qualities by some and should be

    avoided in the public realm.

    1.10.2 A list of trees suitable for planting adjacent to the highway in Newcastle upon Tyne,

    and those that are not, is included in Section 4.

    1.10.3 Size of Planting for street planting trees will be selected from one of the following

    girth sizes:

    Standard 8-10 cm where damage is unlikely, or the tree can be

    adequately protected, and initial impact is not a

    priority

    Selected

    Standard

    10-12 cm the above comments apply

    Heavy

    Standard

    12-14 cm likely to require protection in a public situation but

    will provide a greater initial impact

    Extra Heavy

    Standard

    14 -16 cm more resistant to casual damage and generally the

    preferred minimum size in a public location

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    Semi Mature 16-35 cm trees of this size will provide good resistance to

    casual damage and provide excellent initial impact.

    However they require specialist handling and greater

    attention during the establishment period.

    Mature 35 cm + the above comments apply.

    1.10.4 It is generally accepted that the smaller a tree is at planting the quicker it will

    establish and start into new growth. There is evidence to suggest that a small tree,

    say 8-10 cm girth, growing quickly, will catch up with and initially overtake in size a

    tree planted at, say 16-18cm. Smaller trees are also cheaper to purchase and to

    plant.

    Drawbacks to planting the smaller sizes include lack of immediate impact and ease

    of damage through vandalism. (A tree with a girth of 17cm is 35 times stronger

    than one with a 7cm girth, explained by the formula 0.0491 x d4 where d =

    diameter).

    Some genera are considered less tolerant of transplanting at larger sizes eg.

    Beech, Birch and Oak. However, modern nursery practice and a greater

    understanding of root preparation has improved the situation. If the tree is

    purchased from a reliable source, size and type should not be a major factor in its

    survival after planting.

    For urban situations it is recommended that newly planted trees have a minimum

    girth of 14cm. Where there is a high risk of damage then the minimum

    recommended girth is 18cm.

    1.10.5 Root Type - bareroot v. rootballed v. containerised these are the three choices of

    root preparation available and on which a decision must be made at the time of

    specifying the trees from the supplying nursery.

    Each method has its advantages and disadvantages.

    Bareroot trees are, usually, cheaper than other root types, especially as the trees

    tend to be sold while younger and smaller. It is also generally accepted that,

    providing correct nursery and subsequent handling practices are followed, a bare

    root tree will establish quicker than any other type. This is largely because when a

    tree is lifted for rootballing or containerisation (as opposed to a tree that has been

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    grown in a container throughout its life) many of the fine roots are left behind and

    have to be regenerated before the tree can take up moisture and nutrients.

    Bareroot trees retain much of the essential fine root system if lifted, handled and

    protected correctly in the nursery, during transportation and on site.

    Bareroot supply is the preferred option for trees of 18cm girth and below. Abovethis, the advantages do not apply as rootballs are larger and to achieve a bare root

    without much fine root loss would make the size of the root impractical for handling

    and storage purposes. The damage caused to the roots is much less with the larger

    rootball, the trees are well protected against drying out so handling and storage is

    not so critical. Above 18cm girth a rootballed tree is the preferred option.

    Both containerised and rootballed trees can be used to extend the planting season,

    in theory a container tree can be planted at any time of the year but irrigation isessential (see 13.01).

    1.11 TREE GUARDS

    1.11.1 The aim of tree guards is to reduce the likelihood of damage, either deliberate or

    accidental.

    The main requisite of any guard is that it is fixed rigidly vertical, usually by fixing

    either to or under a grille, and of sufficient height to reduce the likelihood of the tree

    being snapped at the top of the stake or at arms height. The top edge should be of

    a design that reduces the likelihood of damage to the tree by chafing. Tree guards

    used within the City of Newcastle upon Tyne will be selected from the Greenleaf

    range or similar to approval (see appendix 1)

    Where damage from manoeuvring vehicles is likely, such as car parks or on a verge

    where vehicles habitually park, a raised kerb detail surrounding the planting pit is to

    be used. (see Diagram No.5)

    1.12 TREE GRILLES & PIT SURFACING

    1.12.1 In a highway or street situation where trees are not planted in a grass verge or

    shrub bed, there are three options for the surface of the planting pit - bare soil,

    decorative grille or a porous aggregate.

    1.12.2 Bare soil has inherent problems. It needs regular maintenance to keep it weed-

    free, the surface is likely to become compacted and sink below the surrounding

    paving level and, in suburban areas particularly, is likely to become a dogs latrine.

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    1.12.3 Decorative grilles, either metal or plastic polymer, give protection to the soil around

    the base of the tree. Polymer types have the advantage of not rusting or changing

    colour and they have no scrap value, but limitations of the material and the

    manufacturing process result in a restricted range of patterns and designs. Thereare virtually no limitations to the patterns of metal grilles.

    Where site conditions allow, it is generally better to use the largest size grille

    possible, thus maximising the amount of surface water reaching the planting pit.

    This is only of benefit during the early years of the tree. Once the roots extend

    beyond the area of the pit the area of open grille is of limited benefit to the tree and

    its function is mostly decorative.

    Unless future removal or an exchange of grilles can be guaranteed, it is also wise toavoid a small central aperture. While a larger opening, a minimum diameter of 400

    mm is recommended, may appear too large at the time of planting it will allow room

    for trunk growth. Some grilles are supplied with inner rings that may be removed to

    accommodate the increase in stem girth. It is essential that grilles, of any material,

    be supported by a frame which, in turn, is supported on at least two sides. Laying

    the grille, with or without a frame, directly onto the soil of the planting pit will,

    eventually, result in an uneven surface as the soil sinks in the pit.

    Where a guard is to be used it is important that the design is compatible with the

    grille and integral fixings are provided.

    1.12.4 For trees in the adopted highway the pit surface is to be finished with a porous resin

    bound aggregate with no grille. Where regular vehicular overrun is likely the

    addition of a honeycomb cell matrix that provides additional rigidity and support is

    required.

    This system requires careful handling by the contractor in order to ensure the

    correct mixing of the resin binder and aggregate. Manufacturers instructions must

    be strictly adhered to. (see Appendix 1 and Diagram No.s 1B,2D, 4,5 & 6)

    1.12.5 Where trees are to be planted into a bitumen macadam surface then the area

    surrounding the pit surface and overlying the soil into which the roots will grow

    should be constructed using an open-textured permeable bitmac. This will be a

    60mm thick wearing course of 10mm aggregate laid over no-fines aggregate or a

    porous no-fines concrete.

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    1.13 THE PLANTING PROCEEDURE

    1.13.1 Planting time - it is generally accepted that the planting season for trees runs from

    mid November to mid March, when deciduous trees remain dormant. Rootballing,

    cold storage and containerisation can, to some extent, extend this period. Howeverany tree planted after early March will be on the verge of coming into leaf. Additional

    stress, through root damage or drought, at this critical period will lead to poor leaf

    and root development from which the tree may never recover. Death, though not

    inevitable, may occur some years later and be beyond the contract defects period.

    Any planting beyond the March deadline must only be carried out if a

    comprehensive and regular irrigation programme can be guaranteed. As a general

    rule tree planting must only take place between mid November first week ofMarch.

    1.13.2 Planting depth - The depth must be measured against the tree, either by trial and

    error for a tree that is easily lifted or by measuring from the base of the rootball to

    the collar at the base of the trunk where it starts to thicken out above the roots. A

    straight edge laid horizontally over the pit, edge to edge, will provide a gauge by

    which to judge the correct depth. Traditionally trees have been planted at a depth

    indicated by the nursery mark, a dark area of stem extending above the root zone.

    Recent research shows that this is not a reliable indicator of the correct planting

    depth and may be the cause of many tree deaths. (Bib) This mark must not be used

    as a method of establishing the correct planting depth.

    1.14 AFTERCARE & MAINTENANCE

    1.14.1 Maintenance of newly planted trees for at least 3 years, after planting is essential to

    their long term survival and growth. Larger trees in particular, those above 25 cm

    girth, can take several years to finally die, living off stored resources rather than

    newly acquired ones. A guarantee period of at least 3 years, 5 years for trees of 35

    cm girth and above, must be imposed on all new tree planting.

    1.14.2 Incorrect handling at any stage of the works, failure to prepare the planting pit

    correctly, poor planting techniques and lack of moisture at first bud-burst can lead

    to poor establishment during the first 12 months of the tree in its new position. A

    tree may be in leaf at the end of its first growing season but unless it has made

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    sufficient growth to sustain it well into the next season it is likely to be on a

    downward spiral from which there is no return. A tree showing lack of vigour at the

    end of its first growing season should be treated the same as a dead tree and

    scheduled for replacement.

    1.14.3 Operations to be carried out during the maintenance period must include:

    - Watering a minimum of 90 litres / tree shall be applied at fortnightly

    intervals between the period 1stMay to 30thSeptember. If April is dry, newly

    planted trees should be watered during this month at the same frequency. If

    particularly wet weather occurs, supplementary watering may be

    unnecessary. The use of larger quantities of water at greater time intervals is

    not an adequate alternative and is not acceptable.- Pruning at the time of planting any damaged branches must be cut back to

    a main junction or stem. Also beneficial to the tree is the reduction of crown

    growth by removing weaker side branches. At the end of the first season of

    growth, any branches showing signs of dieback must be cut back to live

    wood. Pruning must take place during the dormant period except for Prunus

    species when mid-summer pruning is recommended to reduce the likelihood

    of disease. Pruning cuts shall not be painted with any type of wound sealing

    paint.

    - Support Check trees for stability and if necessary re-tie or expose

    underground supports to tighten the wires.

    - Tree pits shall be kept clear of weeds and trees planted in grass must have a

    bare circle of soil at least 1m in diameter maintained around the trunk. This

    reduces competition from grass and the likelihood of damage from mowing

    machines.

    1.14.4 Long term management and maintenance of the trees should not be forgotten after

    the defects period is complete. Monitoring of growth, and for damage by storm, by

    vehicles or by vandalism should be carried out on a regular basis and any

    necessary remedial action taken. Timber stakes must be removed three years after

    planting and when the tree is showing signs of strong growth. Maintenance of an

    area of bare soil around the base of the tree helps to reduce damage by mowers

    and other grass maintenance equipment.

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    2.00 THE PLANTING OPERATION A WORK SEQUENCE

    2.01 Planting in existing ground

    Prior to work commencing on site:

    obtain service and utility information and complete a visual inspection forpossible constraints to the proposed scheme (para. 1.3.1)

    carry out a risk management assessment for site operatives and users during

    the entire planting and maintenance operations of the trees (para. 1.3.2)

    consult existing residents / occupiers of adjacent properties and inform them of

    the draft proposals and programme

    make any necessary amendments to the proposals in response to comments

    following the public consultationSite works:

    excavate one tree pit to investigate soil quality and drainage and assess

    surrounding ground conditions (para 1.4.1)

    excavate that number of tree pits which can be planted during the same day.

    Any open pits must not be left uncovered when operatives leave the site.

    Provision must be made to cover open pits with a board and warning tape

    erected around the area.where necessary carry out amelioration of the excavated topsoil, mixing on a

    board outside the pit to obtain a homogenous mix (para 1.4.2)

    where required install a drainage layer of clean stone and cover with a sheet of

    geotextile material (para 1.7.1)

    where instructed install the pit drainage system and connect to existing drains.

    This work must be carried out in full consultation with City of Newcastle upon

    Tyne Engineering Services departmentt.

    where instructed, and adjacent to known service runs install a root director or

    root barrier (see Diagram No. 4 & para 1.6.4)

    check the correct depth of the excavated pit by use of a straight edge against

    the stem of the tree, or by measurement if the tree is too heavy to lift easily (para

    1.13.2). Remember to take into account any proposed surface treatment such as

    tree grilles and increase the depth accordingly.

    where no drainage layer has been installed break up the base of the pit with a

    fork. Where no root director has been installed scarify the sides of the pit with a

    fork.

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    lower tree into the centre of the pit and ensure that it is set vertical.

    check, with a straight edge that the tree is sitting at the correct depth. If it is not,

    remove the tree and adjust the base levels accordingly.

    staking:

    - for bare root trees position the stakes / stake so that the root system is not

    damaged, remove the tree and drive the stakes so that they are firm and to the

    correct depth (see Diagram No.s 2A, 2B & 2C, para 1.8.3). Re-set the tree

    between or adjacent to the stakes / stake.

    - for rootballed trees position the stakes, for either above ground or below

    ground systems, adjacent to but clear of the rootball and drive them until the

    wires hold the tree firmly and vertically with no movement at the base of the

    rootball (see Diagram No.s 1A, 1B, & 1D, para 1.8.3 & 1.8.7)backfill the pit with topsoil or topsoil / compost mix in layers 300 mm deep and

    lightly firm each layer (para 1.5.2). With bare roots ensure that the soil is

    carefully worked around the roots and air pockets are eliminated.

    Install an irrigation / aeration pipe after backfilling to one third depth of the

    rootball and install prior to completing the backfilling (para 1.9.3)

    above ground stakes tie the tree to the stakes, at 600 mm above ground level

    or just below the lowest branches of the tree depending on the system beingused, with rubber ties and spacers or canvas hosing (see Diagram Nos1E, 2A,

    2B & 2C, para. 1.8.4), and cut off the top of the stakes if damaged during driving

    or of excess length.

    apply 25 ltrs of water over the surface of the pit (para 1.9.2)

    install surface treatment if specified.

    2.02 Planting in new ground

    Prior to work commencing on site:obtain service and utility information and complete a visual inspection for

    possible constraints to the proposed scheme (para 1.3.1)

    carry out a risk management assessment for site operatives and users during

    the entire planting and maintenance operations of the trees (para 1.3.2)

    consult existing residents / occupiers of adjacent properties and inform them of

    the draft proposals and programme

    make any necessary amendments to the proposals in response to commentsfollowing the public consultation

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    Site works:

    excavate the area to be topsoil to at least 1.1m deep (final depth will require an

    allowance for the thickness of the specified paving / surface treatment) (See

    1.4.4 for required topsoil volumes).

    install a drainage layer, 200 mm deep of clean stone and cover with a sheet of

    geotextile material (para 1.7.1) If necessary, install pipe drainage from the base

    of the stone layer and connect to an adequate outflow point.

    where specified and where there are adjacent foundations or services install a

    root barrier at least 1.2m deep to the sides of the pit, ensuring 300 mm overlap

    at joints, or root protector (see Diagram Nos 4 & 6, paras. 1.6.2 & 1.6.4)

    install approved topsoil or, if specified, load-bearing tree soil into the planting

    area in 300 mm deep layers. Topsoil must be lightly compacted by treading eachlayer prior to spreading the next layer. Tree soil must be compacted by using

    an elephants foot type whacker plate - one pass over the entire surface of the

    first two layers, two passes over the surface of the top layer, compacted to 2 kg /

    cm2 and measured at a compaction of 0.2 with a penetrometer. (para 1.5.3)

    after backfilling the planting area cover the topsoil with plastic sheeting or

    tarpaulin to protect from wet weather until the finished surface is constructed.

    excavate that number of tree pits which can be planted during the same day.Any open pits must not be left uncovered when operatives leave the site.

    Provision must be made to cover open pit with a board and warning tape erected

    around the area.

    check the correct depth by use of a straight edge against the stem of the tree, or

    by measurement if the tree is too heavy to lift easily (para 1.13.2). Remember to

    take into account any proposed surface treatment such as tree grilles and

    increase the depth accordingly.

    lower tree into the centre of the pit and ensure that it is set vertical.

    check, with a straight edge that the tree is sitting at the correct depth. If it is not,

    remove the tree and adjust the base levels accordingly.

    staking:

    - for bare root trees position the stakes / stake so that the root system is not

    damaged, remove the tree and drive the stakes so that they are firm and to the

    correct depth (para 8.03). Re-set the tree between or adjacent to the stakes /

    stake.

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    - for rootballed trees position the stakes, for either above ground or below

    ground systems, adjacent to but clear of the rootball and drive them until firm,

    and for underground support systems until the wires hold the tree firmly and

    vertically with no movement at the base of the rootball (see Diagram No.s 1A,

    1B, 1D & 1E, para 1.8.3 & 1.8.7)

    backfill the pit with topsoil or topsoil / compost mix in layers 300 mm deep and

    lightly firm each layer (para 1.5.2). With bare roots ensure that the soil is

    carefully worked around the roots and air pockets are eliminated.

    Where an irrigation / aeration pipe is to be installed, backfill to one third depth of

    the rootball and install prior to completing the backfilling (see Diagram No. 1A,

    1B, 1C, 1D, 2D, 3B, para 1.9.3)

    above ground stakes tie the tree to the stakes, at 600 mm above ground levelor just below the lowest branches of the tree depending on the system being

    used, with rubber ties and spacers or canvas hosing (para 1.8.4), and cut off the

    top of the stakes if damaged during driving or of excess length.

    apply 25 ltrs of water over the surface of the pit (para 1.9.2)

    install surface treatment if specified.

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    PART 3

    3.00 SPECIFICATION

    Contents: 3.1 General Specification and Requirements for Tree Planting

    3.2 Planting Bareroot Trees (general guidance)

    3.3 Packaging and Handling of Semi-Mature Trees

    3.4 Post Planting Maintenance and Aftercare

    3.5 Rootballed Trees in Grass or Shrub Areas Underground Support

    3.6 Rootballed Trees in Paving Underground Support

    3.7 Rootballed Trees in Grass or Shrub Areas Double Stakes

    3.8 Bareroot Trees in Grass or Shrub Areas Triple Stakes with Mesh

    Guards

    3.9 Bareroot Trees in Paved Areas Triple Stakes with Mesh Guards

    3.10 Bareroot Trees in Grass or Shrub Areas Single and Double Stakes

    (no tree guard)

    3.11 Trees in Paving Resin Bound Aggregate Surface Finish to Tree Pit

    including Raised Edge Surround

    3.12 Trees in Paving Construction of Reinforced PavingSurround

    3.13 Trees in Paving Root Barrier / Root Director

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    3.00 SPECIFICATIONS

    3.1 GENERAL SPECIFICATION AND REQUIREMENTS FOR TREE PLANTING

    The following British Standards apply:

    BS 4428:1989 Code of practice for general landscape operations (excluding hardsurfaces)

    BS 4043:1989 Recommendations for transplanting root-balled trees

    1. PLANTING SEASON & CONDITIONS

    Carry out the work while soil and weather conditions are suitable for the

    relevant operations. Bare root and rootballed trees should normally only be

    transplanted during the recognised dormant season beginning of November tothe end of February.

    Planting outside the period above - it may be possible to plant bare root or

    rootballed trees in March but this is dependent on the tree species involved and

    the prevailing weather conditions and adequate provision of watering. There

    must be no assumption that planting can be continued after February and the

    Contractor will seek advice if programming of works dictates planting at this

    time of the year.

    Tree planting between April and November - usually only possible by using

    container grown material. The tree will be in leaf and adequate provision must

    be made for irrigation at the time of planting and for continuing throughout the

    summer months.

    2. MACHINES AND TOOLS

    Use only machinery and tools suitable for the site conditions and the work to be

    carried out. Use hand tools around trees, plants and in confined spaces where it

    is impracticable to use machinery.

    3. WATER

    to be provided for watering-in immediately following planting at 25 ltrs. / tree

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    4 NOTICE PRIOR TO PLANTING

    Make advance arrangements with the Client to give him the opportunity of being

    present during:

    Setting out

    During excavation of the tree pits.

    Planting of trees into previously dug pits

    Each site visit during maintenance period.

    5 STORAGE

    Plants which are not to be planted on day of delivery to site to be stored as follows:

    Root balled plants: Place close together and cover root balls with sand, moist

    compost/soil or wet straw.

    Bare root plants: for short periods, up to three days, they can be stored in

    strong black plastic bags in a cool location. For longer periods the roots must be

    temporarily covered by soil in a shallow trench (heeled-in)

    6 TRANSPORTATION AND MOVING TREES -

    In accordance with BS 4043:1989.

    Machinery for moving the trees must be appropriate for the size and weight ofthe trees.

    Supporting slings must be located under the rootball, not around the stem.

    Branches to be tied in to avoid damage during transport.

    7. DELIVERY -

    All trees must be stacked in such a way that breakage or crushing, by weight of

    the trees above or the securing of ropes will not occur.Where an open vehicle is used for delivery the whole consignment of trees must

    be completely covered with opaque windproof sheeting and secured.

    Trees must not be transported by rail or post.

    Mishandling of trees during lifting, packaging or delivery resulting in damage to

    the root system or aerial parts of the tree may result in rejection after re-

    inspection of the trees on arrival at the landscape contractors nursery or the

    site.

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    8. TREATMENT OF WOUNDS

    any minor damage that occurs to branches during handling shall be cut cleanly

    back to sound wood using sharp, clean tools. Position cuts so that water will not

    collect on the cut area.

    Do not apply fungicide or sealant unless instructed by the Contract

    Administrator.

    Major damage to branches or damage to the trunk must be reported immediately

    to the CA and the tree should remain unplanted, but with the roots protected,

    until an inspection has been made and a decision made on whether to replace

    the tree.

    10 PROTECTION OF SURROUNDING GRASS existing grass during planting operations by laying boards or sheeting. Do not

    place excavated material directly on to grass.

    11. TREE PIT CONSTRUCTION

    excavate by hand or mechanical means to the sizes quoted in the detailed

    specifications. Ensure that the base of the pit is broken up and the sides are

    scarified.Do not excavate pits during periods of extreme weather or allow the pits to fill

    with standing water. If, after excavation, water appears to be rising into the base

    of the pit inform the CA and wait for further instructions. A tree shall not be

    planted into a site where there is a high water table or other drainage problems

    unless adequate drainage can be provided.

    12. PLANTING

    protect bare root trees during the planting operation. Roots must be kept

    covered by sacking or polythene to prevent from drying out.

    Immediately after planting water the tree root area with approximately 25 litres

    of water to ensure that the contact between the root or rootball and the planting

    soil is uniformly moist.

    Refer to the applicable specification for details of planting the root type being

    used.

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    13. CROWN PRUNING AT PLANTING

    Unless previously carried out by the supplying nursery provision should be made

    for thinning the crown of the tree at the time of planting by up to 25% or as

    directed by the Contract Administrator. Thinning should be made to lateral

    branches and weak side growth. The leading shoot must not be pruned.

    14. SURPLUS MATERIAL

    including subsoil, stones, debris, wrapping material and prunings to be removed

    from site. Leave the site clean and tidy.

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    3.2 SPECIFICATION -PLANTING BAREROOT TREES (GENERAL GUIDANCE)

    BS 4043 applies.

    1. PIT SIZE AND CONSTRUCTION -

    Pits: shall be 300 mm wider than the spread of the root and with a minimum size

    of 800 x 800 mm. Minimum excavated depth of 600 mm. Where necessary the

    depth shall be increased to accommodate the depth of the root and to obtain the

    correct planting level.

    Break up bottom of pit to 150 mm deep and scarify the sides of the pit with a

    fork.

    2. PLANTING -Protective packaging trees must be delivered to site covered and the roots

    protected from desiccation at all times and shall be removed from the packaging

    immediately prior to planting. Trees whose roots show signs of having been

    damaged or drying out should be rejected and returned to the supplier.

    Horticultural Trade Association advice requires that bare root trees must be

    placed into co-extruded bags immediately they are lifted. The tree must be

    stored in the co-extruded bags, delivered, and kept on site in the same bags.(Co-extruded bags are white inside and black on the outside and made from

    heavy gauge polythene).

    Trees which are delivered to site in an unprotected or insufficiently protected

    manner must be rejected and returned to the supplier.

    After excavation, but before driving the stakes, hold the tree in the pit to assess

    the correct depth. A straight-edge laid horizontally across the pit from each side

    will enable the correct position of the root collar to be established in relation to

    the existing ground level.

    Plant trees upright and, unless otherwise instructed, in centre of pit.

    Backfill the pit to a sufficient depth so as to support the tree at the correct level.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the top surface of the surrounding soil.

    Establish the position of the stake or stakes so as not to interfere with the roots,

    remove the tree then drive the stakes to make them firm. Burred or split stakes

    shall be cut off at a point below the damage.

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    Locate the tree at the correct level and, in paved areas or in mown grass, fit an

    irrigation/aeration pipe.

    Backfill the pit with specified material in 150 mm layers, shaking the tree slightly

    to ensure thorough and even distribution through the roots. Tread the last two

    last layers lightly to consolidate.

    Fix the tree to the stake using a proprietary tree-tie with a spacing device to

    prevent the tree rubbing against the stake. The tie shall be nailed to the stake

    with one galvanised clout nail, minimum 25 mm long and with 10 mm heads, to

    prevent the tie slipping.

    3. DRAINAGE & AERATION UNIT -

    Proprietary system installed in accordance with the manufacturers instructions or60 mm perforated plastic drainage pipe of sufficient length to encircle the

    rootball at approximately 2/3rds depth and reach vertically to the surface of the

    pit. A removable perforated end cap to be placed on the surface end of the pipe

    to prevent blockage by debris.

    4. SUPPORTING BAREROOT TREES:

    Stakes: softwood, peeled chestnut or larch, free from projections and large edgeknots with one end pointed.

    Minimum stake sizes:

    Staking height / Tree size Overall Length of Stake Cross Section of Stake

    Light Standard / Heavy

    Standard -

    at approximately 1/3rd

    height of tree above

    ground level

    1800 75 100 mm

    Light Standard Heavy

    Standard

    at a point immediately

    below the lowest branches

    2700 75 100 mm

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    Extra Heavy Standard and

    above at approximately

    1/3rd height of tree above

    ground level

    1800 100mm

    Extra Heavy Standard

    and above

    at a point immediately

    below the below the lowest

    branches

    2700 100 mm

    5. WATERING:

    At planting ensure that all trees are given at least 25 ltrs. of water, applied over the

    surface of the planting pit, to ensure thorough soaking of the rootball and the

    surrounding ground.

    6. CROWN PRUNING

    Unless previously carried out by the supplying nursery provision should be made for

    thinning the crown of trees immediately prior to planting by up to 25%. Thinning

    should be made to lateral branches and weak side growth and include the removal

    of any damaged branches. The leader shoot must not be pruned.

    7. SITE CLEANLINESS

    Remove soil from all hard surfaces and grassed areas and leave the works in a

    clean tidy condition at Practical Completion. Adjacent surfaces must be protected

    during the course of the works by laying timber sheeting or heavy gauge polythene

    onto which arisings can be temporarily placed.

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    3.3 SPECIFICATION FOR THE PACKAGING AND HANDLING OF SEMI-MATURE

    TREES

    1. PACKAGING

    Packaging must be adequate for the protection of the trees and such as to

    avoid heating-up or drying-out and must conform to the following:-

    Root-balled and container grown trees must not be bundled.

    Root-balls must be moist, supported by elastic banding, string netting or

    stronger material where required to prevent collapse. The rootball must be

    protected against drying-out by wrapping firmly with moisture retentive, porous

    material such as sacking. Where wire-netting is used to support the rootball,

    any moisture-retentive material must be outside the netting.All extra heavy standard, heavy standard, selected standard and standard trees

    must be individually packaged.

    Each packaged tree must be individually labelled with species, variety size and

    where appropriate the quantity, whether bare-root, root-balled or container

    grown.

    Lateral branches and the head of the tree must be tied-in with ribbon or other

    supple materials, but not coarse string which can cut into the bark, to protect thecrown from damage during handling and delivery and the planting process.

    2. DELIVERY

    All trees must be stacked in such a way that breakage or crushing, by weight of

    the trees above or the securing of ropes will not occur.

    Where an open vehicle is used for delivery the whole consignment of trees must

    be completely covered with opaque windproof sheeting and secured.Trees must not be transported by rail or post.

    Mishandling of trees during lifting, packaging or delivery resulting in damage to

    the root system or aerial parts of the tree will be subject to rejection, upon re-

    inspection of the trees on arrival at the landscape contractors nursery or the

    site.

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    3.4 SPECIFICATION - POST PLANTING MAINTENANCE AND AFTERCARE

    The period of time for which the contractor is responsible for the defects and

    maintenance of the tree shall be a minimum of 3 years unless otherwise specified.

    1. PLANTING MAINTENANCE

    During the Defects Liability Period and specified maintenance period carry out the

    following operations:

    Make visits at approximately monthly intervals during the growing season and as

    necessary to fulfil the requirements of this specification.

    Inform CA at least three days in advance of any maintenance operations to beundertaken.

    During the maintenance visits carry out the following checks:

    Check condition of stakes, ties, guys and guards. Replace broken or missing

    items and adjust ties if necessary to prevent rubbing of bark.

    Trees that are supported by underground guys should be checked for stability. If

    necessary the wires will need to be exposed and tightened.

    Cut back any damaged bark to a clean healthy area.Trees in grass must be kept clear of grass or weed growth over an area of 1m

    diameter for trees up to 30cm diam. girth, 2m diameter for bigger trees, by hand

    during the first year after planting or by approved herbicides during subsequent

    years.

    Prune trees to remove dead or dying and diseased wood and suckers and to

    promote healthy growth and natural shape. Pruning should take place between

    November and the end of February or early July to early August. Vandalised,ripped and hanging branches shall be removed immediately whatever the time

    of year.

    2. WATERING

    Water as indicated below. Visits to be recorded and CA informed.Once during the

    maintenance period, in March or April, apply liquid fertilizer to each tree, in

    accordance with the manufacturers instructions.

    during the establishment period arrangements should be made to provide at

    least 90 litres of water per tree at fortnightly intervals during the period

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    1stMay to 30thSeptember unless weather conditions dictate otherwise. It may

    be necessary to commence watering earlier during a dry Spring. Where fitted,

    watering should be via the irrigation pipe otherwise over the area of the planting

    pit.

    3. FAILURES OF PLANTING

    Where the contractor is responsible for the replacement of trees that die during the

    specified maintenance period the following shall be applied:

    Any trees which are dead, dying or otherwise defective at the end of the Defects

    Liability Period will be regarded as defects due to materials or workmanship not

    in accordance with the Contract. They must be replaced by approved equivalent

    trees at the next suitable planting season unless otherwise instructed. This willnot apply if the defects are caused by malicious damage after Practical

    Completion unless stated otherwise in the Contract.

    The Defects Period for trees up to and including Standard size will be 12

    months.

    The Defects Period for semi mature trees will be 36 months.

    All trees will be assessed for growth throughout the defects period. A detailed

    inspection will be undertaken during July/August, reporting by 31stAugust each

    year, of the first, second and third year of the defects period. If, in the opinion of

    the CA, the trees are dead, making insufficient growth or showing crown die-

    back, or have a percentage of dormant buds over and above that which could

    reasonably be expected, then they shall be replaced under the Defects Liability

    and to all relevant specifications.

    If it becomes necessary to replace a tree or trees the Contractor will be required

    to arrange for the protection of all paved and grass areas surrounding the trees

    and on the access to them, and for lifting and reinstating tree grilles and guards

    if fitted. Protection for surrounding areas will be by the use of plywood boards

    and sheeting of sufficient dimensions to cover the area of the work.

    After replanting, damaged areas of whatever material will be reinstated to the

    satisfaction of the CA.

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    3.5 SPECIFICATION ROOTBALL TREES IN GRASS OR SHRUB AREAS,

    UNDERGROUND SUPPORT

    BS 4043 & BS 4428 apply

    Refer to Diagram No. 1A and 1C1. PIT SIZE AND CONSTRUCTION -

    Pits: shall be 600 mm wider than the diameter of the rootball with a minimum

    size of 900 x 900 mm. Minimum depth to be 750 mm. Where necessary the

    depth shall be increased to accommodate the depth of the rootball and to obtain

    the correct planting level. Break up bottom of pit to 150 mm deep and scarify the

    sides of the pit with a fork.

    2. PLANTING

    Remove any moisture-retentive material used to prevent the rootball drying out

    during transport from the nursery but protect the rootball from sun and wind

    during the planting operation.

    Move the wire mesh support and root packing away from the trunk of the tree

    but do not cut away from the main rootball, the integrity of the wire mesh must

    not be damaged. Do not cut the wire mesh.

    Plant trees upright and, unless otherwise instructed, in centre of pit.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the finished top surface of the planting medium. A straight edge

    placed across the pit at finished surface level and adjacent to the tree will assist

    in gauging the correct level. If necessary, the depth of the pit must be adjusted

    to ensure the correct planting level.

    Install below-ground irrigation and aeration system e.g. Greenleaf Root Rain

    Urban ensuring that the top of the filler pipe is flush with finished surface levels.

    Backfill around the rootball with specified material in 150 mm layers, treading

    lightly to compact each layer to a level approximately halfway up the side of the

    rootball.

    The underground support should be installed prior to completing the backfilling

    of the pit.

    Immediately after planting the tree shall be watered with approximately 25 ltrs. of

    water to ensure that the contact of soil between the rootball and backfill material

    is uniformly moist.

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    3. UNDERGROUND SUPPORT-

    Driven stake system (Diagram No. 1A) -

    1 No. underground support per tree for trees up to 8m high. For trees 8m and

    above two support systems should be used.

    Stake and wire system comprising of 3No. timber stakes, 1.75m long x 75-

    100mm diam., peeled but untreated with preservative and free of knots likely to

    cause weak points. Galvanised wire, 5mm diam. multi-strand attached to each

    stake with staples and to form a triangular cage over the rootball.

    Stakes shall be at equi-distant spacing around the rootball and driven at an

    angle under the rootball leaving at least 500 mm above the level of the pit for

    final tensioning. Attach the wire as described, bringing it as tight as possible bymeans of fencing pliers or similar. Final tightening of the wire over the top

    surface of the rootball mesh is achieved by continuing to drive the stakes until

    the wire is as tight as possible.

    After final tightening the top of the stakes shall be cut off below finished surface

    level.

    For trees in excess of 8m high the above specification applies but with the use of

    two independent kits per tree i.e. 6No. stakes.Where ground conditions below the pit prevent the use of driven timber stakes then

    one of the following may be employed -

    Ground anchorage system such as:

    Platipus Systems Rootball Fixing Kit

    Supplied by Platipus Anchors Limited, Perrywood Business Park, Honeycrock Lane,

    Salfords, Nr Redhill, Surrey RH1 5DZ Tel: 01737 762300

    All work to be manufacturers instructions.

    Deadman System (Diagram No. 1C)

    1 No. underground support system comprising:

    2No. deadmen located at opposite sides of the rootball. Deadmen shall be timber

    or concrete, rectangular in section and of sufficient mass to prevent movement

    when

    buried below the soil. (For example, for a tree 5m tall a timber deadman should

    have a section approximately 150mm wide x 100mm thick x 1200 long.)

    The deadmen and wire must be fixed prior to backfilling the pit or placing the tree.

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    5mm diam. multi-strand wire stapled around each deadman shall be tensioned by

    turnbuckle or ratchet devices after the tree is in its final position.

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    3.6 SPECIFICATION ROOTBALL TREES IN PAVING, UNDERGROUND

    SUPPORT

    BS 4043 & BS 4428 apply

    Refer to Diagram No. 1A or 1C

    1. PIT SIZE AND CONSTRUCTION -

    Pits: shall be 600 mm wider than the diameter of the rootball with a minimum

    size of 900 x 900 mm. Minimum depth of topsoil to be 900 mm, the depth of the

    excavated pit will be sufficient to accommodate the rootball and to obtain the

    correct planting depth. Break up bottom of pit to 150 mm deep and scarify the

    sides of the pit with a fork.

    2. PLANTING

    Any moisture-retentive material used to prevent the rootball drying out during

    transport from the nursery must be completely removed prior to planting but

    protect the rootball from sun and wind during the planting operation.

    Move the wire mesh support and root packing shall be away from the trunk of

    the tree but do not cut away from the main rootball, the integrity of the wire mesh

    must not be damaged. Do not cut the wire mesh.

    Plant trees upright and, unless otherwise instructed, in centre of pit.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the finished top surface of the planting medium. A straight edge

    placed across the pit at finished surface level and adjacent to the tree will assist

    in gauging the correct level. If necessary, the depth of the pit must be adjusted

    to ensure the correct planting level.

    Backfill around the rootball with specified material in 150 mm layers, treading

    lightly to compact each layer to a level approximately halfway up the side of the

    rootball.

    The underground support should be installed prior to completing the backfilling

    of the pit.

    Immediately after planting the tree shall be watered with approximately 25 ltrs. of

    water to ensure that the contact of soil between the rootball and backfill material

    is uniformly moist.

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    3. UNDERGROUND SUPPORT -

    Driven stake system (Diagram No. 1A)

    1 No. underground support per tree for trees up to 8m high. For trees 8m and

    above two support systems should be used.

    Stake and wire system comprising of 3No. timber stakes, 1.75m long x 75-

    100mm diam., peeled but untreated with preservative and free of knots likely to

    cause weak points. Galvanised wire, 5mm diam. multi-strand attached to each

    stake with staples and to form a triangular cage over the rootball.

    Stakes shall be at equi-distanct spacing around the rootball and driven at an

    angle under the rootball leaving at least 500 mm above the level of the pit for

    final tensioning. Attach the wire as described, bringing it as tight as possible by

    means of fencing pliers or similar. Final tightening of the wire over the topsurface of the rootball mesh is achieved by continuing to drive the stakes until

    the wire is as tight as possible.

    After final tightening the top of the stakes shall be cut off below finished surface

    level.

    For trees in excess of 8m high the above specification applies but with the use of

    two independent kits per tree i.e. 6 No. stakes.

    Where ground conditions below the pit prevent the use of driven timber stakes thenone of the following may be employed -

    Ground anchorage system such as:

    Platipus Systems Rootball Fixing Kit

    Supplied by Platipus Anchors Limited, Perrywood Business Park, Honeycrock Lane,

    Salfords, Nr Redhill, Surrey RH1 5DZ Tel: 01737 762300

    All work to be manufacturers instructions.

    Deadman System (Diagram No. 1C)

    1 No. underground support system comprising:

    2 No. deadmen located at opposite sides of the rootball. Deadmen shall be timber

    or concrete, rectangular in section and of sufficient mass to prevent movement

    when buried below the soil. (For example, for a tree 5m tall a timber deadman

    should have a section approximately 250mm wide x 100mm thick x 1500 long.)

    The deadmen and wire must be fixed prior to backfilling the pit or placing the tree.

    5mm diam. multi-strand wire stapled around each deadman shall be tensioned by

    turnbuckle or ratchet devices after the tree is in its final position.

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    5. DRAINAGE / AERATION UNIT

    The drainage / aeration pipe such as Greenleaf Root Rain Urban should be

    installed after the underground support to prevent damage to the pipe.

    The drainage / aeration pipe, 60 mm diameter, shall fully encircle the rootball at

    approximately 2/3 rds its depth with a vertical tail reaching to the surface of the

    pit. A removable perforated end cap should be used at ground level to prevent

    debris blocking the pipe.

    For semi mature trees with a rootball in excess of 1200 mm diameter the pipe

    should form a spiral with at least two complete turns encircling the rootball.

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    3.7 SPECIFICATION ROOTBALL TREES IN GRASS OR SHRUB AREAS,

    DOUBLE STAKES

    BS 4043 & 4428 apply.

    Refer to Diagram No. 1E1. PIT SIZE AND CONSTRUCTION

    Pits: shall be 600 mm wider than the diameter of the rootball with a minimum

    size of 900 x 900 mm. Minimum depth to be 750 mm. Where necessary the

    depth shall be increased to accommodate the depth of the rootball and to obtain

    the correct planting level.

    Break up bottom of pit to 150 mm deep and scarify the sides of the pit with a

    fork.

    2. PLANTING -

    Remove any moisture-retentive material used to prevent the rootball drying out

    during transport from the nursery but protect all roots from sun and wind during

    the planting operation.

    Move the wire mesh support and root packing shall be away from the trunk of

    the tree but do not cut away from the main rootball, the integrity of the wire meshmust not be damaged. Do not cut the wire mesh.

    Plant trees upright and, unless otherwise instructed, in centre of pit.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the finished top surface of the planting medium. A straight edge

    placed across the pit at finished surface level and adjacent to the tree will assist

    in gauging the correct level. If necessary the depth of the pit must be adjusted to

    ensure the correct planting level.

    Backfill around the rootball with specified material in 150 mm layers, treading

    lightly to compact each layer to a level approximately one third up the side of the

    rootball.

    Install the double stake support system in accordance with the specification

    below.

    Immediately after planting the tree shall be watered over the soil surface with

    approximately 25 ltrs. of water to ensure that the contact of soil between the

    rootball and backfill material is uniformly moist

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    3. DOUBLE STAKE SUPPORT-

    Staking kit comprising 2No. stakes 2 m long x 70 mm approximate diameter and

    2No. ties.

    Stakes shall be peeled, free of stubs or large knots and untreated with

    preservative.

    Ties shall be either proprietary rubber strapping 25 50 mm wide or

    rubber/nylon hosepipe.

    Stakes shall be set at an equal distance from the trunk of the tree and clear of

    the rootball. Use a pinch bar or similar to produce a vertical guide hole then

    drive the stake until firm and at least 300 mm below the base of the tree pit. The

    final height of the stake shall be approximately one third the clear stem height of

    the tree.

    Loop the tie around the trunk, one from each side of, and firmly nail to each

    stake with 2No. galvanised clout nails. Ties to be fixed as tight as possible to

    prevent the tree moving at the base of the trunk.

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    3.8 SPECIFICATION BAREROOT TREES IN GRASS OR SHRUB AREAS -

    TRIPLE STAKES

    To be used for bare root trees with a stem girth of 18 cm or above

    BS 4428 applies.

    Refer to Diagram No. 2C

    1. PIT SIZE AND CONSTRUCTION -

    Pits: shall be 600 mm wider than the root spread of the tree with a minimum

    width of 800 x 800 mm. Minimum depth to be 600 mm. Where necessary the

    depth shall be increased to accommodate the depth of the root and to obtain the

    correct planting level.

    Break up bottom of pit to 150 mm deep and scarify the sides of the pit with afork.

    2. PLANTING -

    Remove any moisture-retentive material used to prevent the root drying out

    during transport from the nursery but protect all roots from sun and wind during

    the planting operation.

    Prior to installing the stakes place the tree into the pit to check the correctplanting depth, that the pit can accommodate the fully spread root system and

    place the stake / stakes in positions that will not damage the roots. Remove the

    tree and cover the roots with protective material.

    Install the stake support system in accordance with the specification below.

    Plant trees upright and, unless otherwise instructed, in centre of pit, spreading

    the roots carefully and evenly over the base of the pit.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the finished top surface of the planting medium. A straight edge

    placed across the pit at finished surface level and adjacent to the tree will assist

    in gauging the correct level. If necessary the depth of the pit must be adjusted to

    ensure the correct planting level.

    Backfill around the root, gently shaking the tree will aid settlement and ensure

    that no air spaces exist, with specified material in 150 mm layers, treading lightly

    to compact each layer.

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    Immediately after planting the tree shall be watered over the soil surface with

    approximately 25 ltrs. of water to ensure that the contact of soil between the

    roots and backfill material is uniformly moist.

    3. TRIPLE STAKE SUPPORT -

    Staking kit comprising 3No. stakes 2 m long x 70 mm approximate diameter and

    3No. ties.

    Stakes shall be peeled, free of stubs or large knots and untreated with

    preservative.

    Ties shall be either proprietary rubber strapping 25 50 mm wide or

    rubber/nylon or canvas hosepipe.

    Stakes shall be set at an equal distance from the trunk of the tree and clear of

    the rootball and at equi-distant spacing. Angle each stake back from the vertical

    by approximately 5 deg. Use a pinch bar or similar to produce a guide hole then

    drive the stake until firm and at least 300 mm below the base of the tree pit. The

    final height of the stake shall be approximately one third the clear stem height of

    the tree.

    Loop the tie around the trunk, one from each side of, and firmly nail to each

    stake with 2No. galvanised clout nails. Ties to be fixed as tight as possible toprevent the tree moving at the base of the trunk.

    After driving the stake, if the top has split or burred this should be cut back to

    sound wood prior to fixing the tie.

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    3.9 SPECIFICATION BARE ROOT TREES IN GRASS OR SHRUB AREAS,

    TRIPLE STAKES WITH MESH GUARD

    To be used for bare root trees in locations likely to receive high levels of

    interference and damage.

    BS 4043 appliesRefer to Diagram No. 3A

    1 . PIT SIZE AND CONSTRUCTION -

    Pits: shall be 600 mm wider than the root spread of the tree with a minimum

    width of 800 x 800 mm. Minimum depth to be 600 mm. Where necessary the

    depth shall be increased to accommodate the depth of the root and to obtain the

    correct planting level.Break up bottom of pit to 150 mm deep and scarify the sides of the pit with a

    fork.

    2 PLANTING

    Remove any moisture-retentive material used to prevent the root drying out

    during transport from the nursery but protect all roots from the sun and wind

    during the planting operation.

    Prior to installing the stakes place the tree into the pit to check the correct

    planting depth, that the pit can accommodate the fully spread root system and

    place the stakes in positions that will not damage the roots. Remove the tree

    and cover the roots with protective material.

    Install the stake support system in accordance with the specification below.

    Plant trees upright and, unless otherwise instructed, in centre of pit, spreading

    the roots carefully and evenly over the base of the pit.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the finished top surface of the planting medium. A straight edge

    placed across the pit at finished surface level and adjacent to the tree will assist

    in gauging the correct level. If necessary the depth of the pit must be adjusted to

    ensure the correct planting level.

    Backfill around the root, gently shaking the tree will aid settlement and ensure

    that no air spaces exist, with specified material in 150 mm layers, treading lightly

    to compact each layer.

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    Immediately after planting the tree shall be watered over the soil surface with

    approximately 25 ltrs. of water to ensure that the contact of soil between the

    roots and backfill material is uniformly moist.

    3. TRIPLE STAKE SUPPORT -

    Staking kit comprising 3No. stakes 2.7 m long x 70 mm approximate diameter

    and 3No. ties.

    Stakes shall be peeled, free of stubs or large knots and untreated with

    preservative.

    Ties shall be either proprietary rubber strapping 25 50 mm wide or

    rubber/nylon hosepipe.

    Stakes shall be set at an equal distance (approximately 300 mm) from the trunk

    of the tree and clear of the rootball and at equi-distant spacing. Use a pinch bar

    or similar to produce a vertical guide hole then drive the stakes until firm and at

    least 300 mm below the base of the tree pit. The final height of the stake shall be

    just below the lowest branches of the tree.

    Loop the ties, at 400 mm below the top of the stakes, around the trunk and firmly

    nail to each stake with 2No. galvanised clout nails. Ties to be fixed as tight as

    possible to prevent the tree moving at the base of the trunk.After driving the stakes, if the top has split or burred this should be cut back to

    sound wood prior to fixing the tie.

    4. MESH GUARD

    The guard shall be formed from a sheet of 50 x 50 mm x 2.5 gauge welded

    mesh, plastic coated in black or green.

    The mesh shall be fixed to the outside of each stake to form a cage 1500 mmhigh with a 200 mm gap at the base.

    Fixing shall be with galvanised staples, 4No. to each stake at an equal distance

    between the top and the bottom of the mesh.

    The cut ends of the mesh must be bent back inside the cage to remove the

    possibility of sharp snag ends.

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    3.10 SPECIFICATION BAREROOT TREES IN GRASS OR SHRUB AREAS,

    SINGLE AND DOUBLE STAKES (NO TREE GUARD)

    BS 4428 applies.

    Refer to Diagram No. 2A (single stake) & 2B (double stake)

    1. PIT SIZE AND CONSTRUCTION

    Pits: shall be 600 mm wider than the root spread of the tree. Minimum depth to

    be 600 mm. Where necessary the depth shall be increased to accommodate the

    depth of the root and to obtain the correct planting level. Break up bottom of pit

    to 150 mm deep and scarify the sides of the pit with a fork.

    2. PLANTING -

    Remove any moisture-retentive material used to prevent the root drying out

    during transport from the nursery but protect all roots from sun and wind during

    the planting operation.

    Prior to installing the stakes place the tree into the pit to check the correct

    planting depth, that the pit can accommodate the fully spread root system and

    place the stake / stakes in positions that will not damage the roots. Remove the

    tree and cover the roots with protective material.

    Install the stake support system in accordance with the specification below.

    Plant trees upright and, unless otherwise instructed, in centre of pit, spreading

    the roots carefully and evenly over the base of the pit.

    Planting depth the natural thickening between the trunk and the root collar

    shall be at the finished top surface of the planting medium. A straight edge

    placed across the pit at finished surface level and adjacent to the tree will assist

    in gauging the correct level. If necessary the depth of the pit must be adjusted to

    ensure t