710 TREE, SHRUB AND PERENNIAL INSTALLATION AND ESTABLISHMENT

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710.01 DESCRIPTION.
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.
710.02 MATERIALS.
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
710.03 CONSTRUCTION.
710.03.01 General.
(a) Planting Seasons. Perform operations during Planting Seasons when soil moisture and 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.
(b) Modification Request. Submit a written Modification Request to install plants of different species, cultivars, sizes, growth habits, or planting stock type. The EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. in consultation with the Landscape Operations Division will evaluate the Request. If granted, notice of the approved modification will be returned within 14 days afterwards.
(c) Pesticide Application. The ContractorAny person having a Contract with a procurement agency. Contractor does not include an employee with an employment Contract, or an employee organization with a collective bargaining agreement. shall possess a Maryland Department of Agriculture Commercial Pesticide BusinessA corporation, partnership, individual, sole proprietorship, joint venture, or any other legal entity through which commercial activity is conducted. 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, OSHAOccupational Safety and Health Administration 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.
(d) Pesticide Application Reporting. Record the location and details of pesticide applications on the Pesticide Application Reporting Form. Submit the Form within 24 hours after applying pesticides.
(e) Nutrient Management Plan (NMP). The specified application rates of 14-14-14 fertilizer will be the NMP unless the AdministrationShall mean any one of the Administrations within the Maryland Department of Transportation, as listed in GP 1.02. develops a substitute NMP. Replace application rates of 710.03.04 and .05 as required by the NMP.
(f) Nutrient Management Reporting. Record the location and details of soil amendment and fertilizer applications on the Nutrient Management Reporting Form. Submit the Form within 24 hours after applying soil amendments and fertilizer.
(g) Plant Storage and Handling. Refer to 920.07.05.
(h) Standard Details. Refer to Maryland Standard MD-710.03-01 through MD-710.03-15 when preparing plant materials, constructing planting beds, and installing plant materials.
710.03.02 Submittals and Inspection. Submit the following items:
(a) Breakdown List of Contract Prices. Refer to 710.04.01 and develop a Breakdown List of Contract Prices for each plant in the ContractAny agreement entered into by a procurement agency for the acquisition of supplies, services, construction, construction related services, architectural services or engineering services.Contract does not include: Collective bargaining agreements with employee organizations or agreements creating employer employee relationships, as defined in Article 64A, Section 15A(a)(3), Annotated Code of Maryland, Medicaid, Medicare, Judicare, or similar reimbursement contracts which user eligibility and cost are set by law or regulation.. Include the cost of all installation and establishment operations in the per plant price.
Submit the written Breakdown List within 14 days after AwardThe decision by a procurement agency to execute a purchase agreement or Contract after all necessary approvals have been obtained. of ContractAny agreement entered into by a procurement agency for the acquisition of supplies, services, construction, construction related services, architectural services or engineering services.Contract does not include: Collective bargaining agreements with employee organizations or agreements creating employer employee relationships, as defined in Article 64A, Section 15A(a)(3), Annotated Code of Maryland, Medicaid, Medicare, Judicare, or similar reimbursement contracts which user eligibility and cost are set by law or regulation.. The Breakdown List will be reviewed by the EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. and Landscape Operations Division for completeness and balance, and will be approved or returned for correction.
(b) Installation Phase Schedule. Develop a Schedule with dates for completing operations related to 710.03.01 thru .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 (SHB) mulch, and plant installation.
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 EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. and Landscape Operations Division for completeness and feasibility, and will be approved or returned for correction.
(c) Plant Material Inspection and Approval. The Inspection will be conducted by the Landscape Operations Division as specified in 920.07.02.
(d) Establishment Phase Schedule & IPM Program. Develop a Schedule with dates for 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 EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. and the Landscape Operations Division, and will be approved or returned for correction.
710.03.03 Utilities Marking, Layout, and Inspection. Refer to Section 875 when included in the Contract DocumentsThe written agreement executed between an Administration and the successful bidder, covering the performance of the work and furnishing of labor, equipment and materials, by which the Contractor is bound to perform the work and furnish the labor, equipment and materials, and by which the Administration is obligated to compensate him therefore at the mutually established and accepted rate or price. The Contract Documents shall include the Invitation for Bids, Notice to Contractors, Instructions to Bidders, Proposal, Contract Forms and Bonds, General Provisions, Specifications, Supplemental Specifications, all Special Provisions, all Technical Provisions, all Plans and Notices to Proceed, also any written Change Orders and Supplemental Agreements that are required to complete the construction of the work in an acceptable manner, including authorized extension thereof.
(a) Utilities Marking. Contact ‘Miss Utility’ or another approved service to identify and mark utilities in the rights-of-way and on SHA property.
(b) Conflicts. Notify the AdministrationShall mean any one of the Administrations within the Maryland Department of Transportation, as listed in GP 1.02. in writing of conflicts that may involve design changes. Conflicts will be reviewed by the Landscape Operations Division and resolved within 14 days after notice.
(c) Planting Layout. Refer to Maryland Standard MD-710.03-10, MD-710.03-11 and MD-710.03-12. Provide the necessary materials and lay out the locations of planting pits and planting beds specified in the Contract DocumentsThe written agreement executed between an Administration and the successful bidder, covering the performance of the work and furnishing of labor, equipment and materials, by which the Contractor is bound to perform the work and furnish the labor, equipment and materials, and by which the Administration is obligated to compensate him therefore at the mutually established and accepted rate or price. The Contract Documents shall include the Invitation for Bids, Notice to Contractors, Instructions to Bidders, Proposal, Contract Forms and Bonds, General Provisions, Specifications, Supplemental Specifications, all Special Provisions, all Technical Provisions, all Plans and Notices to Proceed, also any written Change Orders and Supplemental Agreements that are required to complete the construction of the work in an acceptable manner, including authorized extension thereof, or as adjusted by the Landscape Operations Division.
(d) Inspection. At least 7 days notice will be required to schedule each stage of a layout inspection in consultation with the Landscape Operations Division. Proceed with operations after layout approval.
710.03.04 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.
(a) Undesirable Vegetation. Manually remove undesirable vegetation or refer to 710.03.01(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 to 15 oz
Water 40 to 50 gal
(b) Excavation. Excavate planting pits to the depth required for the placement of root 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 DocumentsThe written agreement executed between an Administration and the successful bidder, covering the performance of the work and furnishing of labor, equipment and materials, by which the Contractor is bound to perform the work and furnish the labor, equipment and materials, and by which the Administration is obligated to compensate him therefore at the mutually established and accepted rate or price. The Contract Documents shall include the Invitation for Bids, Notice to Contractors, Instructions to Bidders, Proposal, Contract Forms and Bonds, General Provisions, Specifications, Supplemental Specifications, all Special Provisions, all Technical Provisions, all Plans and Notices to Proceed, also any written Change Orders and Supplemental Agreements that are required to complete the construction of the work in an acceptable manner, including authorized extension thereof. 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.
(c) Planting Pit Diameter. Use Table 3 to determine the diameter of the planting pit based 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. ANSIAmerican National Standards Institute Z60 Container Size Planting Pit Diameter In. Compost Ft.3 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
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 SY of planting bed.
(d) Compost and Fertilizer. Use Table 3 to determine the quantity of compost and 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.
(e) Water. Use Table 3 to determine the quantity of water to apply for each installed plant based upon planting pit diameter.
710.03.05 Preparing Planting Beds. Refer to Maryland Standard MD-710-03-10, MD-710.03-11, MD-710-03-12 and perform the following operations.
(a) Undesirable Vegetation. Remove undesirable vegetation as specified in 710.03.04(a). Cut or mow dead vegetation to a height of 1 in. and remove the debris.
(b) Compost and Rototilling.
(1) Areas Flatter than 4:1. Apply 2 in layer of compost over the soil surface of 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.
(2) SlopesThe inclined graded areas beyond the shoulder, extending from the shoulders to the natural, undisturbed surface of the ground. 4:1 and Steeper. Do not rototill.
(c) Fertilizer. Mix 14-14-14 fertilizer into the backfill soil of each planting pit within the bed according to Table 3.
(d) Debris Removal. Remove debris, stones, and soil clods with a length or width greater than 2 in. that are uncovered during rototilling.
(e) Leveling. Level the soil surface after rototilling, and leave it in a condition ready for shredded hardwood bark (SHB) mulching and plant installation.
710.03.06 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.
710.03.07 Plant Care. Begin plant care at the time each plant is installed, and continue until Installation Phase Acceptance is granted.
710.03.08 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.
710.03.09 Installing. Install plants vertically in planting pits and beds prepared as specified in 710.03.04 and .05, and as follows.
(a) Removing Containers, Burlap, Wire Baskets. Remove containers. Remove twine, 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.
(b) Preparing Roots. Carefully remove the containers of container grown plants, and 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.
(c) Placing Root Collar. Refer to Maryland Standard MD-710.03-15. Place the root collar 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 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.
(d) Backfilling. Remove clods, stones and other foreign material with a length or width greater than 2 in. from soil used for backfilling.
Place backfill soil that has been mixed with compost and fertilizer as specified in 710.03.04 and .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.
710.03.10 Soil Berming. Form a 4 in. high berm of backfill soil around planting pits and planting beds as follows.
(a) Planting Pits. On areas flatter than 4:1, form the berm around the entire planting pit. 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.
(b) Planting Beds. On slopes 4:1 and steeper, form the berm as a shoulder at the lower edge of the bed. Berm individual trees and shrubs installed within beds on slopes 4:1 and steeper as described in (a) above.
710.03.11 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.
(a) Planting Pits. Edge entirely around all planting pits except planting pits within planting beds.
(b) Planting Beds. Smoothly cut edging around all planting beds to the shapes specified.
710.03.12 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.
(a) Installation. When two or three stakes are specified for trees, install two stakes parallel 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 to 8 in. away from roots according to Table 5.
TREE, SHRUB, AND PERENNIAL

TABLE 5 - STAKING AND GUYING

TREE TYPE CALIPER In. HEIGHT Ft. SUPPORT
No. of Stakes Length, ft
Shade Under 1 6 and 8 2 6
1 to 2 _ 2 8
2-1/2 to 3-1/2 _ 3 10
4 and over _ _ 3 guy wires attached to tree anchors
Flowering 3/4 to 2-1/2 _ 2 5-8
3 and over _ _ 3 guy wires attached to tree anchors
Evergreen _ 5 and 6 2 5-6
_ 7,8 and 9 3 7-8
_ 10 and over _ 3 guy wires attached to tree anchors
(b) Maintenance. Promptly straighten trees that become crooked after installation. Repair or replace stakes, guys, and other support materials as needed.
710.03.13 Mulching. Spread SHB mulch uniformly over the soil surface to a 3 in. depth. Promptly repair damage caused by washouts or construction activities.
(a) Planting Pits. Spread SHB mulch the same day that plants are installed. Mulch around 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.
(b) Planting Beds. SHB mulch may be spread before or after installing plants. Spread 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.
(c) Stormwater Infiltration Facilities or other specified areas. SHB mulch applied as 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.
710.03.14 Watering after Installation.
(a) Application EquipmentAll machinery, tools, and apparatus necessary for the proper construction and acceptable completion of the work, together with the necessary supplies for upkeep and maintenance.. Watering equipment shall consist of sprinklers or hoses 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.
(b) Follow-Up Watering. Monitor and apply water during the Installation Phase to supply plant needs.
710.03.15 Cleanup. Remove growers tape, plant stakes, pot markers, field tags, and similar materials at the time of installation. Ensure that the AdministrationShall mean any one of the Administrations within the Maryland Department of Transportation, as listed in GP 1.02.’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.
710.03.16 Relocating Plants. Begin plant relocation operations within 7 days after notice to relocate, and continue until work is completed. Remove plants installed in undesirable locations as directed by the EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him., and reinstall these plants as specified in herein.
710.03.17 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.
710.03.18 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 ContractorAny person having a Contract with a procurement agency. Contractor does not include an employee with an employment Contract, or an employee organization with a collective bargaining agreement. responsibility for work, theft, damage, and loss.
(a) Criteria. The criteria of Table 6 will be used to identify unacceptable plants.
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.
(b) Replacement Plants. Replacement plants shall be true to species, cultivar, size, and quality as specified in the Contract DocumentsThe written agreement executed between an Administration and the successful bidder, covering the performance of the work and furnishing of labor, equipment and materials, by which the Contractor is bound to perform the work and furnish the labor, equipment and materials, and by which the Administration is obligated to compensate him therefore at the mutually established and accepted rate or price. The Contract Documents shall include the Invitation for Bids, Notice to Contractors, Instructions to Bidders, Proposal, Contract Forms and Bonds, General Provisions, Specifications, Supplemental Specifications, all Special Provisions, all Technical Provisions, all Plans and Notices to Proceed, also any written Change Orders and Supplemental Agreements that are required to complete the construction of the work in an acceptable manner, including authorized extension thereof 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.
710.03.19 Installation Phase Inspection. Submit a request for Installation Phase Inspection when operations are completed, and provide the Establishment Phase Schedule as specified in 710.03.02(d).
The Installation Phase Inspection will be scheduled by the EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. at the project with the ContractorAny person having a Contract with a procurement agency. Contractor does not include an employee with an employment Contract, or an employee organization with a collective bargaining agreement. and the Landscape Operations 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 ContractorAny person having a Contract with a procurement agency. Contractor does not include an employee with an employment Contract, or an employee organization with a collective bargaining agreement..
710.03.20 Installation Phase Punch List. The EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. in consultation with the ContractorAny person having a Contract with a procurement agency. Contractor does not include an employee with an employment Contract, or an employee organization with a collective bargaining agreement. and the Landscape Operations 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.
710.03.21 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.
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 710.03.05(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. 710.03.20
r Pesticide Application and Nutrient Management Reporting Forms are completed. 710.03.01(d) and (f)
s Plants are properly installed, are none are unacceptable or require replacement. 710.03.01 thru .18
t Establishment Phase Schedule & IPM Program is accepted. 710.03.02 (e) and 710.03.21
710.03.22 Establishment Phase. The Establishment Phase begins upon Installation Phase Acceptance. Maintain plants and provide care and replacement as specified in 710.03.01 thru 0.21, and as follows
(a) Period of Maintenance. Maintain plants for 12 months after installation, until Final Acceptance.
(b) Plant Watering. Monitor the soil moisture and water needs of plants. Promptly apply water as specified in 710.03.14 to planting pits and planting beds as needed, or as directed.
(c) Pest Management. Monitor and promptly control weeds, insects and other pests in 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 710.03.01(d) and complete the Pesticide Application Reporting Form.
(d) Unacceptable Plants and Replacement Plants. Refer to 710.03.18. Promptly remove and replace plants that have become unacceptable during the Establishment Phase as needed or as directed.
(e) End-of-Season Foliage Removal. For perennials, remove the aboveground parts that 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.
(f) Refertilizing. Dissolve 40 lb of 20-20-20 water soluble fertilizer in 1000 gal water. 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 SY of planting bed. Apply fertilizer solution to the entire bed area.
(g) Removing Supports and Seals. Remove tree supports, hoses wires, guys and Material Inspection Approval Seals in the final 30 days of the Establishment Phase. Pull stakes from the soil or cut them to ground level.
(h) Partial Establishment Phase Inspection. The Project EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. will inspect plant 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 DocumentsThe written agreement executed between an Administration and the successful bidder, covering the performance of the work and furnishing of labor, equipment and materials, by which the Contractor is bound to perform the work and furnish the labor, equipment and materials, and by which the Administration is obligated to compensate him therefore at the mutually established and accepted rate or price. The Contract Documents shall include the Invitation for Bids, Notice to Contractors, Instructions to Bidders, Proposal, Contract Forms and Bonds, General Provisions, Specifications, Supplemental Specifications, all Special Provisions, all Technical Provisions, all Plans and Notices to Proceed, also any written Change Orders and Supplemental Agreements that are required to complete the construction of the work in an acceptable manner, including authorized extension thereof and Inspection Report.
710.03.23 Establishment Phase and Final Acceptance. The EngineerAny person designated by the Administrator or the procurement officer, acting directly or through his duly authorized representative, such representative acting within the scope of the particular duties assigned to him or of the authority given him. and the Landscape Operations 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.
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 (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. 710.03.01(d) and (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)
710.04 MEASUREMENT 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.
710.04.01 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.
(a) Payment Schedule. Payments will be made according to Table 9 when construction requirements are met.
TREE, SHRUB, AND PERENNIAL

TABLE 9 - PAYMENT SCHEDULE

CONSTRUCTION

REQUIREMENTS

PERCENT OF TOTAL CONTRACT PRICE PAYMENT FOR COMPLETED WORK
710.03.01 thru .21 Installation Phase 70 At Installation Phase Acceptance
710.03.22(a) thru (e) Establishment Phase 15 At Partial Establishment Phase Acceptance
710.03.22(a) thru (h) and 710.03.23 Establishment Phase and Final Acceptance 15 At Final Acceptance
Total Payment 100%
(b) Forfeiture. Failure to complete operations as required or directed in conformance with the Payment Schedule will result in forfeiture of that percentage of payment based upon the Breakdown List of Contract Prices.
710.04.02 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 in. of SHB mulch, refertilizing, and all operations related to construction of the planting bed, and any necessary damage repair per 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.
710.04.03 Shredded Hardwood Bark Mulching 3 in. Depth. Shredded Hardwood Bark Mulching 3 in. 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 per 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 in. Depth will not be measured but the cost will be incidental to 710.04.03.
710.04.04 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.
710.04.05 Temporary Mulch will be measured and paid for at the Contract unit price.