710Tree, Shrub and Perennial Installation and Establishment

— TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT CATEGORY 700 LANDSCAPING INSTALLATION AND ESTABLISHMENT

710.01DESCRIPTION

Install and establish trees, shrubs, perennials, vines, and grasses in topsoil or Bioretention Soil Mix. When it is not possible to perform this work, refer to Section 704 and perform Temporary Mulch, or as directed to provide temporary soil stabilization.

710.02MATERIALS

Furnished Subsoil 920.01.04 Type B Compost 920.02.05(b) Fertilizer 920.03 Shredded Hardwood Bark (SHB) Mulch 920.04.03 Plant Materials 920.07 Marking and Staking Materials 920.08 Water 920.09.01 Pesticides 920.09.03 Marking Dye 920.09.04 Spray Adjuvant and Wetting Agent 920.09.05

710.03CONSTRUCTION

.01 General

weather conditions are suitable, when the temperature is above 32 F, and the soil is not frozen. Cease operations when conditions are unsuitable. Spring Planting Season. February 1 through June 30. Do not install plants in July. Fall Planting Season. August 1 through December 31. Do not install plants in January.

different species, cultivars, sizes, growth habits, or planting stock type. The Engineer 837 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT in consultation with the Landscape Programs Division will evaluate the Request. If granted, notice of the approved modification will be returned within 14 days afterwards.

Agriculture Commercial Pesticide Business License and a Pesticide Applicator Certificate for the pertinent pesticide application Category: (2) Forest; (3A) Ornamental Plant Exterior; (3-C) Turf; (5) Aquatic; (6) Right-of-Way and Weed. Apply pesticides in conformance with the Maryland Pesticide Applicator’s Law, OSHA and MOSH regulations, and the manufacturer’s label and Safety Data Sheets (SDS). Ensure that pesticides are applied by a Maryland Certified Pesticide Applicator, or by a Registered Pesticide Applicator under the supervision of a Certified Pesticide Applicator.

applications on the Pesticide Application Reporting Form. Submit the Form within 24 hours after applying pesticides.

fertilizer will be the NMP unless the Administration develops a substitute NMP. Replace application rates of 710.03.04 and 710.03.05 as required by the NMP.

and fertilizer applications on the Nutrient Management Reporting Form. Submit the Form within 24 hours after applying soil amendments and fertilizer.

15 when preparing plant materials, constructing planting beds, and installing plant materials.

.02 Submittals and Inspection. Submit the following items:

List of Contract Prices for each plant in the Contract. Include the cost of all installation and establishment operations in the per plant price. Submit the written Breakdown List within 14 days after Award of Contract. The Breakdown List will be reviewed by the Engineer and Landscape Programs Division for completeness and balance, and will be approved or returned for correction. 838 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT

operations related to 710.03.01 through 710.03.15 according to Table 1. TREE, SHRUB, AND PERENNIAL TABLE 1 - OPERATIONS IN INSTALLATION PHASE SCHEDULE 1 Layout, utilities review and marking. 2 Undesirable vegetation removal and herbicide application. 3 Planting pit excavation, soil preparation, and plant installation. 4 Planting beds rototilling and soil preparation, applying shredded hardwood bark

5 Applying fertilizer solution after installation, and cleanup. Submit the written Schedule at least 30 days before beginning landscape work. The Schedule will be reviewed by the Engineer and Landscape Programs Division for completeness and feasibility, and will be approved or returned for correction.

Landscape Programs Division as specified in 920.07.02.

completing 710.03.22. Include an Integrated Pest Management (IPM) Program with methods of pest monitoring (weeds, diseases, insects, mammals, etc.), pesticide selection, application rates, and scheduling. Submit the written Establishment Phase Schedule & IPM Program at the Installation Phase Inspection. The Schedule will be reviewed by the Engineer and the Landscape Programs Division, and will be approved or returned for correction.

.03 Utilities Marking, Layout, and Inspection. Refer to Section 875 when included in

the Contract Documents.

mark utilities in the rights-of-way and on SHA property.

changes. Conflicts will be reviewed by the Landscape Programs Division and resolved within 14 days after notice.

MD-710.03-12. Provide the necessary materials and lay out the locations of planting pits and planting beds specified in the Contract Documents, or as adjusted by the Landscape Programs Division. 839 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT

layout inspection in consultation with the Landscape Programs Division. Proceed with operations after layout approval.

.04 Preparing Planting Pits. Refer to Maryland Standard MD 710.03-14 and

MD 710.03- 15. Perform the following operations when preparing planting pits for individual plants.

.01(c) and 710.03.01(d) and apply non-selective herbicide in water with wetting

agent and dye according to Table 2 at least 14 days before plant installation. Cut and remove dead vegetation or debris that interferes with soil preparation, plant installation or future maintenance. TREE, SHRUB, AND PERENNIAL TABLE 2 - NON-SELECTIVE HERBICIDE APPLICATION MATERIAL RATE PER ACRE Glyphosate Herbicide 5 lb of active ingredient Marking Dye 6 oz to 15 oz Water 40 gal to 50 gal

collars as specified in 710.03.09(c). Retain the excavated soil for preparation as backfill soil. Remove excess soil from the site, or spread as directed. For Expanded Tree Pits (ETP), refer to the detail provided in the Contract Documents. Excavate additional depth and width as shown in the detail, place furnished subsoil to the dimensions shown in the detail, and complete tree installation using Table 3. Remove excess soil from the site, or spread as directed.

upon the container or root ball diameter. TREE, SHRUB, AND PERENNIAL TABLE 3 - PREPARING PLANTING PITS AND BACKFILL SOIL Container or Root Ball Diameter In. ANSI Z60 Container Size Planting Pit Diameter In. Compost Ft3 14-14-14 Fertilizer Oz Water per Event Gal < 3 Plugs 2 to 4 0 0 0.10 3 #SP3 6 0.02 0.10 0.15 5 #SP4 10 0.02 0.12 0.2 6 #SP5 OR #1 12 0.03 0.18 0.3 8 #2 17 0.09 0.30 0.5 10 #3 21 0.18 0.55 1.0 840 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT 12 #5 24 0.28 0.75 1.5 14 #7 28 0.44 1.0 2.3 16 #10 32 0.65 1.3 3.5 18 #15 36 0.94 1.6 5.0 20 #20 40 1.27 2.0 6.8 24 #25 48 2.20 3.0 12 30 — 60 4.30 4.5 23 36 #45 72 7.40 6.5 40 42 #65 84 11.80 8.8 60 Note: When water is applied over the surface of planting beds where most plants are less than 36 in. apart, apply water per plant in conformance with ‘Water per Event’, or apply at least 5 gallons of water per yd2 of planting bed.

14-14-14 fertilizer to mix into backfill soil, based upon planting pit diameter. Uniformly mix compost and fertilizer into the backfill soil. Use a scale with 0.01 oz or gram accuracy to calibrate measures and verify application rates of 14-14-14 fertilizer when directed.

based upon planting pit diameter.

.05 Preparing Planting Beds. Refer to Maryland Standards MD 710.03-10,

MD 710.03-11, MD 710.03-12 and perform the following operations.

Cut or mow dead vegetation to a height of 1 in. and remove the debris.

the planting bed. Rototill to a depth of 6 in. to thoroughly mix compost and any materials specified in the NMP. Do not apply compost or rototill Bioretention Soil Mix (BSM) unless specified otherwise.

bed according to Table 3.

than 2 in. that are uncovered during rototilling. 841 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT

shredded hardwood bark (SHB) mulching and plant installation.

.06 Plant Acclimation. Ensure that container grown plants are acclimated to prevailing

weather conditions before installing. Install bare root plants while dormant when soil and air temperatures are above freezing.

.07 Plant Care. Begin plant care at the time each plant is installed, and continue until

Installation Phase Acceptance is granted.

.08 Pruning. Refer to Maryland Standard MD 710.04-14. Remove dead branches,

damaged branches, water sprouts, and other undesirable growth manually with pruners. Preserve the natural appearance of trees and shrubs. Remove branches or portions of branches over sidewalks to ensure 8 ft clearance for pedestrians.

.09 Installing. Install plants vertically in planting pits and beds prepared as specified in

.04 and 710.03.05, and as follows

burlap or other fabric from the tops of root balls to a depth at least 6 in. below the surface of the backfilled planting pit. Cut and remove the tops of wire baskets from the upper half of the rootball. Discard containers and any removed twine, wire, burlap or other fabric.

loosen the soil mass to eliminate girdling roots. . Spread the roots of bare root plants in a natural position, and firmly press backfill soil around the roots.

of plants at or above the average soil surface grade outside the planting pit according to Table 4. TREE, SHRUB, AND PERENNIAL TABLE 4- ROOT COLLAR PLACEMENT SOIL CONDITIONS HEIGHT OF ROOT COLLAR Normal, Well Drained Place collar at same level to 1 in. above average surface grade Compacted Place collar at 1 in. to 2 in. above average surface grade. Poorly Drained or Wet Place collar as needed to ensure 25% of root mass is above average surface grade.

greater than 2 in. from soil used for backfilling. 842 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT Place backfill soil that has been mixed with compost and fertilizer as specified in

.04 and 710.03.05 under and around roots to stabilize plants in upright position

and restore the grade. Lightly firm and compact backfill soil to reduce air pockets.

.10 Soil Berming. Form a 4 in. high berm of backfill soil around planting pits and planting

beds as follows.

On slopes 4:1 and steeper, take soil from the upslope rim of the pit and place it on the downslope rim to form the berm.

edge of the bed. Berm individual trees and shrubs installed within beds on slopes 4:1 and steeper as described in (a) above.

.11 Edging. Cut edging at a steep angle into the mulched area to a 3 in. depth into the soil

On slopes 4:1 and steeper, cut edging outside of the bermed area on the lower edge of berm. Remove and discard excess soil.

planting beds.

.12 Staking and Guying. Refer to Maryland Standard MD 710.03-01 through

MD 710.03-09. Stake and guy trees the same day they are installed.

to the direction of traffic, or as directed. Drive stakes vertically to a depth of 10 in. below the bottom of the pit, and 5 in. to 8 in. away from roots according to Table 5. 843 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT TREE, SHRUB, AND PERENNIAL TABLE 5 - STAKING AND GUYING SUPPORTTREE TYPE CALIPER, in. HEIGHT, ft No. of Stakes Length, ft Under 1 6 and 8 2 6 1 to 2 _ 2 8 2-1/2 to 3- 1/2 _ 3 10Shade 4 and over _ _ 3 guy wires attached to tree anchors 3/4 to 2-1/2 _ 2 5-8Flowering 3 and over _ _ 3 guy wires attached to tree anchors _ 5 and 6 2 5-6 _ 7,8 and 9 3 7-8Evergreen _ 10 and over _ 3 guy wires attached to tree anchors

or replace stakes, guys, and other support materials as needed.

.13 Mulching. Spread SHB mulch uniformly over the soil surface to a 3 in. depth

Promptly repair damage caused by washouts or construction activities.

the base of each plant to cover the soil of the planting pit to its outside edge, including the soil berm. Do not allow mulch to touch the bark or main stem of the plant.

mulch over the entire bed and rake it to an even surface, including berms and shoulders. Ensure that mulch does not cover plants. For rototilled beds, spread mulch the same day after rototilling. For non-rototilled beds, spread mulch within 3 days after plant installation. When installation is completed, ensure that mulch uniformly covers the soil to a uniform 3 in. depth.

Shredded Hardwood Bark Mulching 3 in. depth may be spread before or after installing plants. Spread SHB mulch over the specified area and rake it to an even surface the same day that soil is placed, or refer to 704.03.02 and immediately install Temporary Matting Mulch. As soon as feasible, remove Temporary Matting Mulch and install SHB mulch, and ensure that SHB mulch uniformly covers the specified area to a uniform 3 in. depth. 844 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT

.14 Watering after Installation

equipped with water breaker nozzles so the materials are applied with care to prevent damage to plants and minimize disturbance to SHB mulch. For planting pits, refer to Table 4 and apply the required quantity of water to each plant. For planting beds, apply water to the entire bed area to wet the soil to a depth of 3 in.

plant needs.

.15 Cleanup. Remove growers tape, plant stakes, pot markers, field tags, and similar

materials at the time of installation. Ensure that the Administration’s Material Inspection Approval Seals and plant tags remain on trees and shrubs until the end of the Establishment Phase. Keep turfgrass areas, paved surfaces, and sidewalks clean. Promptly remove excess and waste materials. Take precautions to avoid damage to existing structures, plants, and turfgrass. Repair damage caused to surrounding areas during installation, and fill ruts and reestablish turfgrass as necessary.

.16 Relocating Plants. Begin plant relocation operations within seven days after notice to

relocate, and continue until work is completed. Remove plants installed in undesirable locations as directed by the Engineer, and reinstall these plants as specified in herein.

.17 Abandoned Planting Pits. Backfill abandoned planting pits when directed with

excavated soil or approved backfill. Compact the backfill in 8 in. layers to the finished grade. Establish turfgrass as specified in Section 705.

.18 Unacceptable Plants and Replacement Plants. Promptly remove and replace plants

that are unacceptable at any time during the Installation Phase as specified in 920.07, or when requested. Plants that are determined to be missing, dead, dying, damaged, diseased, deformed, underdeveloped, damaged by pesticides, or not true to species, cultivar, size or quality shall be replaced. Refer to GP-5.09 regarding removal of defective work and materials, and GP-7.16 regarding Contractor responsibility for work, theft, damage, and loss.

845 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT TREE, SHRUB, AND PERENNIAL TABLE 6 - CRITERIA FOR UNACCEPTABLE PLANTS Item Plant Type Condition Unacceptable 1 Tree, Shrub, Vine, Perennial Grass Dead or Missing Any dead or missing plant, any cause. 2 Tree, Shrub, Vine, Perennial Grass Defoliation More than 25% of leaf area dead, lost or dropped. 3 Tree, Shrub, Vine Bark Wound More than 15% of bark circumference or 2 in. length. 4 Shrub or Vine Height Die- back More than 25% of the shrub or vine height. 5 Tree Leader Die- back More than 10% of tree height. 6 Tree Branch Die- back More than 6 in. on 75% of branches.

quality as specified in the Contract Documents unless a Modification Request is approved. Install replacement plants as soon as feasible during the current Planting Season, or if between Planting Seasons, during the next Planting Season. Promptly submit a Modification Request as specified in 710.03.01(b) when it is not possible to obtain plants that meet specifications. Replacement plants shall meet the specifications of 920.07, and be installed and established as specified in Section 710 until Final Acceptance.

.19 Installation Phase Inspection. Submit a request for Installation Phase Inspection when

operations are completed, and provide the Establishment Phase Schedule as specified in

.02(d)

The Installation Phase Inspection will be scheduled by the Engineer at the project with the Contractor and the Landscape Programs Division to verify completion. At least 14 days notice will be provided before the scheduled Inspection so that it may be completed in the company of the Contractor.

.20 Installation Phase Punch List. The Engineer in consultation with the Contractor and

the Landscape Programs Division will develop the Installation Phase Punch List and list of plants to be replaced. Complete the Punch List requirements and replace plants as required.

.21 Installation Phase Acceptance. Re-inspection will be performed as needed

Installation Phase Acceptance will be granted when the Punch List and all Installation Phase requirements are completed according to Table 7. 846 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT TREE, SHRUB, AND PERENNIAL TABLE 7 - REQUIREMENTS FOR INSTALLATION PHASE ACCEPTANCE Item Requirement Section a Submittals are accepted and Inspections are completed. 710.03.01(b), 710.03.02, 920.07 b Damaging pests are controlled. 710.03.02(c) c Layouts are inspected and approved. 710.03.03 d Fertilizer and compost is mixed soil, as required. 710.03.04 and 710.03.05 e Planting pits and planting beds are weed free. 710.03.04(a) and

.05(a)

f Trees and shrubs are pruned. 710.03.08 g Trees are installed vertically and straightened. 710.03.09 h Planting pits and beds are bermed and edged. 710.03.10 and 710.03.11 i Staking and guying are repaired or replaced. 710.03.12 j SHB mulch is uniformly spread to the specified depth. 710.03.13 k Washouts in planting pits and beds are repaired. 710.03.13 l Plants receive initial watering and follow up watering. 710.03.04 and 710.03.14 m Clean up is completed, plant tags and ribbons are removed. 710.03.15 n Plants are relocated to approved locations. 710.03.16 o Abandoned planting pits are filled and seeded. 710.03.17 p Unacceptable plants are replaced. 710.03.18 q Damage repairs and Installation Phase Punch List is completed.

r Pesticide Application and Nutrient Management Reporting Forms are completed.

.01(d) and

.01 (f)

s Plants are properly installed, are none are unacceptable or require replacement.

.01 through

t Establishment Phase Schedule & IPM Program is accepted.

.02(d) and

.22 Establishment Phase. The Establishment Phase begins upon Installation Phase

Acceptance. Maintain plants and provide care and replacement as specified in 710.03.01 through

.21, and as follows

Acceptance.

water as specified in 710.03.14 to planting pits and planting beds as needed, or as directed.

conformance with the IPM Program, or when requested. Control weeds in mulched areas in preparation for inspection. Remove dead weeds taller than 6 in. Refer to

.01(d) and complete the Pesticide Application Reporting Form

847 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT

remove and replace plants that have become unacceptable during the Establishment Phase as needed or as directed.

have declined during the months of November and December, or as directed. For grasses, remove the aboveground parts that have declined and in February or March, or as directed.

Refer to 710.03.14 regarding application equipment. Apply fertilizer solution in the final 60 days of the Establishment Phase. For planting pits, refer to Table 3 and apply gallons of fertilizer solution to each installed plant based upon the planting pit diameter and water per event gal. For planting beds, apply 0.21 gal of fertilizer solution per yd 2 of planting bed. Apply fertilizer solution to the entire bed area.

Inspection Approval Seals in the final 30 days of the Establishment Phase. Pull stakes from the soil or cut them to ground level.

establishment 6 months after Installation Phase Acceptance according to Table 8. The Inspection Report will include actions to perform before Partial Establishment Phase Acceptance is granted. Perform repairs, replacements, and other work as specified in the Contract Documents and Inspection Report.

.23 Establishment Phase Inspection and Final Acceptance. The Engineer and the

Landscape Programs Division will complete an Inspection Report 12 months after Installation Phase Acceptance. When it is not possible to perform the Inspection, Final Acceptance will be delayed until Inspection is possible. Final Acceptance will be granted when the requirements of Table 8 are satisfactorily completed. The Inspection Report will be included in the Punch List requirements for the project. Complete the Punch List requirements as directed. 848 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT TREE, SHRUB, AND PERENNIAL TABLE 8 - REQUIREMENTS FOR ESTABLISHMENT PHASE AND FINAL ACCEPTANCE Item Requirement Section 1 Water sprouts are manually pruned and removed. 710.03.08 2 Trees are straightened. 710.03.09 3 Staking and guying are repaired or replaced. 710.03.12 4 Washouts in planting pits and beds are repaired. 710.03.13 5 Plants are relocated to approved locations. 710.03.16 6 Abandoned planting pits are filled and seeded. 710.03.17 7 Plants are successfully established. 710.03.22(a) and

.22 (b)

8 Damaging pests are controlled. 710.03.22(c) 9 Planting pits and planting beds are weed free. 710.03.22(c) 10 Unacceptable plants are replaced. 710.03.22(d) 11 Annual foliage dieback of perennials and grasses is cut and removed. 710.03.22(e) 12 Plants are refertilized. 710.03.22(f) 13 Pesticide Application and Nutrient Management Reporting Forms are completed.

.01(d) and

.01(f)

14 Staking, guying, and Material Inspection Seals are removed. 710.03.22(g) 15 Damage repairs and Establishment Punch List are completed. 710.03.22(h)

710.04MEASUREMENT AND PAYMENT

Tree, Shrub, and Perennial Installation and Establishment will be measured and paid for at the Contract unit price for one or more of the specified items. The payment will be full compensation for all plants, material, labor, equipment, tools, disposal fees and incidentals necessary to complete the work.

.01 Tree, Shrub, and Perennial Installation and Establishment. Tree, Shrub, and

Perennial Installation and Establishment shall include the cost of trees, shrubs, vines, perennials, and grasses of all planting stock sizes and classes, layout, marking, pruning, planting pit excavation and disposal of excavated soil, fertilizer, compost, backfilling, staking, guying, berming, edging, watering, cleanup, relocating plants, abandoned planting pits, pest management, plant maintenance, refertilizing, and all operations related to the Installation and Establishment Phases of each plant, until Final Acceptance. Tree, Shrub, and Perennial Installation and Establishment will be paid according to Table 9 based upon the approved Breakdown List of Contract Prices. Refer to 710.03.02(a). In the event of change in the quantities required, payment adjustments will be based on the approved Breakdown List of Contract Prices.

requirements are met. 849 — TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT TREE, SHRUB, AND PERENNIAL TABLE 9 - PAYMENT SCHEDULE CONSTRUCTION REQUIREMENTS PERCENT OF TOTAL CONTRACT PRICE PAYMENT FOR COMPLETED WORK

.01 through

Installation Phase 70% At Installation Phase Acceptance

.22(a)

through 710.03.22 (e) Establishment Phase 15% At Partial Establishment Phase Acceptance

.22(a)

through 710.03.22

Establishment Phase and Final Acceptance 15% At Final Acceptance Total Payment 100%

the Payment Schedule will result in forfeiture of that percentage of payment based upon the Breakdown List of Contract Prices.

.02 Constructing Planting Beds. Constructing Planting Beds will be measured and paid

for at the Contract unit price per square yard. The price will include the cost of layout, marking, fertilizer, soil amendments, rototilling, berming, edging, applying 3 inches of SHB mulch, refertilizing, and all operations related to construction of the planting bed, and any necessary damage repair as specified in 710.03.21 and 710.03.22 until Final Acceptance. Mulching individual planting pits of trees, shrubs, perennials, vines, and grasses within planting beds will not be measured but the cost will be incidental to 710.04.02.

.03 Shredded Hardwood Bark Mulching 3 Inch Depth. Shredded Hardwood Bark

Mulching 3 Inch Depth that is installed within stormwater infiltration facilities or within other specified areas, and which is not installed as part of Constructing Planting Beds, will be measured and paid for separately. The payment will include the cost of SHB Mulch, installation, and any necessary damage repair as specified in 710.03.21 and 710.03.22 until Final Acceptance. Mulching individual planting pits of trees, shrubs, perennials, vines, and grasses within areas of Shredded Hardwood Bark Mulching 3 Inch Depth will not be measured but the cost will be incidental to 710.04.03.

.04 Expanded Tree Pit. Expanded Tree Pit will be measured and paid for at the Contract

unit price per each. The price shall include the cost of excavation to the specified dimensions, furnished subsoil, disposal of excavated soil, and all operations related to construction of the expanded tree pit.

.05 Temporary Mulch will be measured and paid for at the Contract unit price

850