Tree Board Meeting
Regular MeetingWeaverville, NC · September 3, 2025
Agenda
TOWN OF WEAVERVILLE
Tree Board Meeting
Wednesday, September 3, 2025, 6:00 p.m.
Agenda
Pg
1. Call to Order Chairman Kantner
2. Adoption of Agenda ……………………………… Chairman Kantner
3. Approval of Minutes August 6, 2025 ………………….. 2 Chairman Kantner
4. Town Council approved Tree Inventory Assessment with .... 4 Tamara Mercer
vendor Davey Resource Group update
5. Summer Concert Series Tree Board Table ……………… Chairman Kantner
6. Adjournment
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Tree Board - Aug 06 2025 Minutes
Wednesday, August 6, 2025 at 6:00 PM
Council Chambers
The Tree Board regularly scheduled meeting on Wednesday, August 6, 2025 at 6:00 p.m. in the
Town Council Chambers at Town Hall, 30 S. Main Street, Weaverville, N.C.
1. Call to Order
Tree Board Members Present: Chairman Russ Kantner, Inger Stallman Jorgensen, Gary
Harmon, Caleb Hudson, William Mobley, Pauline Griffith and Andrew Shelton.
Absent: Patrice Sheehan
Staff Present: Town Clerk Tamara Mercer
Citizen present: Keith Aitken, Arborist with City of Asheville
2. Adopt or Amend Agenda
Chairman Kantner welcomed newest Tree Board member, Andrew Shelton. Chairman
Kantner adjusted the agenda and added an item.
Chairman Kantner made a motion to add Nature Park Music Series agenda item and adopt
the agenda as amended.
Carried unanimously. 7-0.
3. Approval of Minutes July 2, 2025
Mr. Hudson moved to approve the meeting minutes of July 2, 2025.
Carried unanimously. 7-0.
4. Discussion regarding the July 12th Music in the Park Event
Discussion regarding the Tree Board table and providing educational materials,
demonstrate what are invasive plants and native plants and trees.
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There was a general consensus to set-up a Tree Board table again at the August 9th Music in
the Park event to continue to give away plants and trees to the public as well as provide
educational materials.
5. Review: Tree Inventory Assessment Project- RFQs from vendors reviewed
Review of the three estimates and requests for proposal by the following vendors: Bartlett
Tree Experts, Davey Resource Group, and ArborPro of Asheville estimates for the Tree
Inventory and Tree Canopy Health Assessment Project.
In-depth discussion regarding the scope of work to be performed, costs, contracts,
recommendations and referrals, and specs. Keith Aitken, Arborist with City of Asheville was
recognized by the Chair and contributed to the deliberations.
Gary Harmon moved to recommend the contract with Davey Resource Group to include
Phase I and Phase II project, with the option to include more trees after 1,000 not to exceed
$5,000, and for a 1 to 2 hour virtual report by the Arborists at a Town Council meeting at the
project contract cost of $17,000.
Carried unanimously. 7-0.
6. Adjournment
6.1 Adjourn Meeting
Without objections, Chair Kantner adjourned the meeting at 8:05 p.m.
Town Clerk
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TOWN OF WEAVERVILLE
TREE BOARD AGENDA ITEM
MEETING DATE: Sept. 3, 2025
SUBJECT: Arbor Day Foundation Truist Bank Grant
RFQ proposal review of vendor’s submissions
PRESENTER: Tamara Mercer
ATTACHMENTS: 1
Grant Award $35,000
Davey Resource Group Contract $17,000 Tree Inventory and Tree Canopy Health Assessment
Project.
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A PROPOSAL PREPARED FOR
Town of Weaverville, NC
Tree Assessment Inventory
July 17, 2025
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Table of Contents
Table of Contents 1
ABOUT DAVEY RESOURCE GROUP 2
QTC 3
INDUSTRY LEADER 4
URBAN FORESTRY SERVICES 4
DRG’S UNIQUE QUALIFICATIONS 4
CUSTOMIZED APPROACH 5
Section One. Resumes 6
Section Two. Project Methodology 12
TASK ONE: TREE INVENTORY 12
TASK TWO: MANAGEMENT PLAN 17
TASK THREE: DIGITAL DATA DELIVERABLES 18
TASK FOUR: PUBLIC ENGAGEMENT OR TRAINING 18
OPTIONAL SERVICES 18
Section Three. Itemized Cost Proposal 20
Section Four. References 22
Clarifications, Assumptions, Exceptions, and Additional Information 26
CONTRACT NEGOTIATIONS 26
INVOICING METHOD 26
INSURANCE REQUIREMENTS 26
CLIENT RESPONSIBILITIES 27
DRG STANDARD TERMS AND CONDITIONS 27
LIMITED WARRANTY 28
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Company Headquarters
295 S. Water Street, Suite 300
Kent, OH 44240
800-828-8312
July 17, 2025
Tamara Mercer, Town Clerk
Town of Weaverville
30 S. Main Street
Weaverville, North Carolina 28787
RE: Tree Inventory RFQ
Dear Ms. Mercer,
I am writing to submit our proposal for conducting a comprehensive tree inventory for the Town of Weaverville, NC.
Our team is excited about the opportunity to collaborate with you to map, assess, and effectively manage your urban
forest resources.
Davey Resource Group, Inc. (DRG) understands the benefits that trees bring, and we also recognize the challenges
associated with managing public trees. Our parent company, The Davey Tree Expert Company, was founded in 1880 to
train tree surgeons - predecessors to the modern-day arborists. Over the years, our company has developed numerous
tree care and maintenance protocols, standards, and best practices, including the development of software to
organize and manage tree inventories. Our world-leading research and development department, the Davey Institute,
is staffed with scientists and technical advisors to guide our field service teams in diagnosing and prescribing the best
approaches to tree maintenance and care. Fundamentally, our tree knowledge is rooted in direct science and
research, differentiating us from our competitors and ensuring that our clients receive the best advice for managing
and maintaining their trees.
ABOUT DAVEY RESOURCE GROUP
Davey Resource Group, Inc. is the leader in urban forestry consulting in the United States, having provided tree
inventory assessment services and assisted with managing urban forests since its founding in 1992. We regularly
assess over two million trees annually and develop a wide range of plans for communities. These plans encompass
data-driven, operationally focused work plans and strategic master plans, informed by input from the community and
stakeholders.
In addition to our on-the-ground arborist assessment and urban forest planning services, we provide GIS-based
mapping and canopy assessments. Since 2010, DRG has completed over 225 urban tree canopy (UTC) assessments,
providing accurate estimates of tree canopy cover and impervious surfaces. Our team consists of arborists, urban
foresters, planners, landscape architects, ecologists, GIS, and Information Technology (IT) professionals. Together, we
offer proven solutions for urban forest management and unique strategies for today’s challenges, such as the urban
heat island effect and the lack of tree canopy in underserved neighborhoods.
In addition to DRG’s renowned urban forestry services, we also offer a diverse range of other environmental consulting
services. This includes wetlands and stream studies, environmental design and ecosystem restoration, stormwater
management and compliance, and invasive species management. DRG's staff is well versed in complex ecosystems,
resource challenges, and regulatory concerns that can impact project success. With 24 local regional offices and a
national presence, DRG is well equipped to handle urban forestry and environmental projects in your area.
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DRG offers a comprehensive range of environmental consulting services to clients worldwide. As the industry leader in
urban forestry, we understand that trees have immense value to communities, and we know that trees sometimes fail
and can cause damage. Our experience in collecting data on millions of trees, combined with our extensive inventory
work, surpassing that of any other company in the world, provides you with the reassurance that your investment will
not go to waste and that we understand your goals. We aim to bring our expertise to help you maximize the value that
trees provide and minimize the risks of damage, injury, or disruption that trees may cause. Tools like a tree inventory
and management plan help identify opportunities, focus attention, and secure resources to tackle community
priorities.
We understand that your goal is to improve the health and structure of the urban forest by gaining a deeper
understanding of this vital tree resource. You can’t manage if you don’t know what you have. DRG’s tree inventory will
be a ground-based arborist evaluation of the public trees, specifically in defined areas, including the street ROWs,
mowed and manicured areas of public parks, and properties. It will include information about species diversity, age
distribution, ecosystem benefits, and the overall condition of each tree. This project will provide much-needed insight
into the tree population, allowing for a proactive approach to prioritizing tree work.
Applying our proprietary Quality, Teamwork, and Communication (QTC) methodology, we ensure the quality of our
project by leveraging the latest GIS technology, the most recent arboriculture industry standards, and best practices to
collect tree inventory data. We customize our field data collection application to your specifications, ensuring our
qualified arborists collect all data attributes at each tree and effectively minimize data entry errors. To ensure
accuracy, our arborists employ extensive quality control processes to identify errors and continually improve our
approach. Before delivering data, our senior urban foresters run additional data checks and quality control processes.
This project will be led by our Raleigh team, with support from our offices in Tennessee and Ohio, allowing us to draw
from resources to, meet deadlines, share expertise, and scale as needed. Our professional staff includes many former
city foresters, tree nonprofit program leaders, and tree workers who are knowledgeable in assessing trees and
understanding the challenges of managing trees on the ground and in forestry operations.
Overall, this project will provide you with comprehensive data about the trees and illuminate a path forward to
address the needs of the urban forest. DRG is excited about the opportunity to be part of your proactive tree
management project.
QTC
Internally, we believe in the QTC method - Quality, Teamwork, and Communication. How does this benefit you and
your project? We continually seek ways to reinvent, innovate, and adapt our processes to deliver the highest quality
results at the best value for our clients. This includes hiring and training team members who are accountable for
producing high-quality work, working safely, and delivering accurate results. We encourage and engage in active
communication with you and within our teams to provide quality service throughout the project and beyond. This
philosophy has led to our history of satisfied repeat clients.
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INDUSTRY LEADER
As a trusted partner, Davey collaborates with the United States Department of Agriculture (USDA) Forest Service, The
Nature Conservancy, American Forests, and the Arbor Day Foundation on various industry-leading initiatives. Our
commitment extends to the International Society of Arboriculture (ISA) and its local chapters, with staff serving on
boards and committees. We support the Urban and Community Forestry Society through regular presentations,
sponsorships, and volunteer work.
Davey has actively contributed to developing and revising arboriculture standards and best management practices,
including tree risk assessment, through the American National Standards Institute (ANSI) and ISA. We also work
directly with the USFS on the continued development and support of i-Tree to quantify the value of ecosystem services
trees provide.
URBAN FORESTRY SERVICES
DRG’s urban foresters support municipalities, campuses, parks, cemeteries, utilities, and the private sector across
North America and internationally. We often provide tree risk reduction strategies through assessments and tools,
including tree inventories, risk assessments, and urban tree canopy assessments. DRG tailors each project to meet our
client’s specific program needs and project budget. We provide:
● Tree inventory data collection and updates of existing data.
● Smart tree inventory data collection (AI and machine learning).
● TreeKeeper® software.
● Urban forest planning services to help manage trees and achieve short- and long-term goals.
● GIS services and specialists in-house to assess urban tree canopy, map tree growth, analyze planting space,
and predict the impact of threats to tree canopy, such as the urban heat island effect.
● Staff augmentation and contract forestry.
● i-Tree Tools and analyses to highlight the benefits of trees.
We provide innovative solutions through experience and expertise.
DRG’S UNIQUE QUALIFICATIONS
The following assets and qualities of DRG distinguish us within the arboriculture and urban forestry fields,
demonstrating our ability to provide high-quality services.
● Large professional arborist and GIS/IT staff. DRG has over 100 professional arborists dedicated to tree
inventories and urban forestry consulting, 20 GIS/IT specialists, and access to additional trained employees as
needed. As a large national firm, DRG can quickly expand its project team to meet the needs of any project.
Our size and internal resources allow us to complete large, long-term inventory projects.
● Large equipment inventory. DRG owns multiple handheld computers and pen tablets for collecting tree data,
as well as precise GPS units. We have national purchase and rental agreements with computer hardware
manufacturers and technical equipment to quickly obtain specialty, additional, or replacement equipment.
● Tree inventory and software project experience. DRG has over 30 years of experience conducting municipal
tree inventories, creating long-term management plans, and creating customized software systems. We have
successfully completed more tree inventories than any other company and regularly assess more than
2 million trees annually. Our inventory arborists are highly trained in tree identification, tree maintenance
determinations, and tree risk assessments.
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● Local offices and staff with national support. DRG maintains several offices throughout the region, and our
staff can respond directly to any questions or inquiries you might have, ensuring quick and constant
communication. Our parent company, The Davey Tree Expert Company, offers residential and commercial tree
care and landscaping, horticultural technical support, and urban forestry consulting services throughout the
region. These local offices have the collective support and resources of our nationwide company and can
provide assistance as needed.
● A 145-year history of providing clients with quality work and proven results. The Davey Tree Expert
Company has been in business for over 145 years. It is an employee-owned company that has stood the test of
time. While other urban forestry companies and their inventory software programs have gone out of business,
The Davey Tree Expert Company’s history speaks to its longevity and stability, ensuring it will remain
successful and continue to serve the needs of your community well into the future.
CUSTOMIZED APPROACH
Recognizing that each project presents unique challenges and requirements, we tailor our approach to best meet your
needs. Our flexible methodology enables us to adapt to changing circumstances and requirements, ensuring that we
consistently deliver optimal results. With DRG, you are choosing a partner committed to excellence. Our proprietary
process, emphasizing quality, teamwork, and communication, is designed to deliver superior results that align with
your mission and objectives.
The team we propose to inventory trees and develop the management plan has the knowledge, experience, and
availability to help you meet your goals and guide you through the next steps of your project. They understand how to
help you meet your specific program needs. In addition to highlighting the qualifications of the firm and our staff, we
have included a summary of the methods we will utilize to complete Weaverville’s tree inventory, references from past
similar projects, and our fees for the services as requested in the RFQ. Should we be successful in the opportunity, we
respectfully request the opportunity to negotiate the terms and conditions with the city. We appreciate your
consideration of DRG and look forward to discussing the next steps with you. We are eager to bring our expertise to
your project and look forward to a successful collaboration.
Sincerely,
Shirley Vaughn
Business Developer
Davey Resource Group, Inc.
330.639.8274
shirley.vaughn@davey.com
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Section One. Resumes
DRG's staff members are among the most qualified and credentialed in the industry, possessing extensive knowledge
and experience in their field. This knowledge and experience includes industry standards, best management practices
(BMPs), and the municipal work environment. All of our DRG team members are either ISA Certified Arborists or on a
path to becoming certified. Many have additional credentials and maintain the ISA Tree Risk Assessment Qualification
(TRAQ) and/or are Board Certified Master Arborists (BCMA). Our team also includes IT and GIS analysts, plan writers,
software technicians, data analysts, and administrative support. DRG has the largest staff of urban forestry consultants
in the country, allowing us to scale and substitute staff as needed.
The staff listed below have been identified as an ideal solution for your project; however, due to timing or other
assignments, we may elect to substitute staff or equivalent expertise if needed.
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PROJECT MANAGER
Riley Eddins
Associate Consultant
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DATA COLLECTION
Jason Cade
Arborist
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DATA COLLECTION
Gerrit Sampson
Urban Forestry Project Manager
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DATA COLLECTION
Teen Dawson
Inventory Arborist
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IT SUPPORT
Amschel, Charles
Charles Amschel is a lead geospatial analyst at DRG. He provides a range of services to clients in the government,
commercial, utility, non-profit, and internal environmental consulting sectors. His expertise includes developing tools
and software solutions that enable clients to map, analyze, and understand demographic, environmental, and
economic assets and hazards using cloud-based, cross-platform technology created by Davey.
In his role, Charles leads the development of Municipal and Utility SaaS projects. He is responsible for the software
setup, support, and troubleshooting for hundreds of field collections involving thousands of users across the US and
Canada. His supervisory responsibilities also encompass training and mentoring staff, balancing workloads, and
facilitating opportunities for personnel growth. Charles is an effective communicator and has excellent leadership
skills.
Charles’s work involves integrating databases and GIS data, preparing cost estimates and quotes, and implementing
and managing CSM service and software projects. Additionally, he efficiently manages cross-team issue boards and
reporting to support project outcomes.
Charles holds a Bachelor of Science degree in applied horticulture from Kent State University.
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Section Two. Project Methodology
The following key tasks constitute the proposed project:
1. Inventory: DRG will conduct a Geographic Information System (GIS)-based inventory of trees and planting
sites located in town-owned and identified parcels. The project area will be defined using GIS data layers such
as a parcel, street ROW, and park boundary layers.
2. Management Plan: DRG will develop a data-driven urban forest management plan based on the collected
inventory data.
3. Digital Data Deliverable: Upon completion of the tree assessment inventory and all Quality Control
procedures, DRG will deliver the inventory data in Microsoft Excel® file format and Esri Shapefile format,
compatible with the Town’s GIS database and Esri mapping system.
4. Public Engagement or Training: DRG will offer optional training sessions for municipal staff or community
volunteers in data collection and tree care. We can also present our findings in a public forum, including the
development of educational outreach materials for residents. These services are optional as well.
TASK ONE: TREE INVENTORY
Utilizing our proprietary QTC method, we have
developed a consistent approach to provide tree
inventory data. Our proprietary approach to project
implementation incorporates stringent quality
control measures, an engaged team, and clear
communication to deliver the final project with
confidence in meeting the specifications.
● Our team keeps you informed every step of
the way, so you can be confident in your
data and our services.
● Our communication process addresses any
issues that may arise before they become
problems. We discuss issues as they occur
and work together to develop solutions
that benefit everyone involved.
● We maintain strict quality control
measures throughout the project,
monitoring the site count, budget, and
timeline to ensure the project outcome
meets your expectations.
PROJECT MANAGEMENT
Strong project management is crucial for aligning clients and contractors, as well as for ensuring the completion of the
agreed-upon project scope. To ensure a successful outcome, DRG’s project management includes pre-arranged virtual
and on-site meetings, as well as updates to the project schedule before commencing fieldwork. These critical
meetings include a virtual kick-off meeting and an on-site kick-off meeting. During fieldwork, we also send email
updates to inform you about the project's status. We continually evaluate project status to ensure we are on target
and the scope of work is completed on time and within budget.
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For our GIS and IT team, and more specifically our field collection computers, we will request relevant GIS data and
imagery. Alternatively, if necessary, we can utilize imagery from other public sources. We will use this data to program
the data collection software. At this time, we will also confirm the agreed-upon data specification to ensure that the
tree attributes are defined correctly.
Once computers are programmed and fieldwork is scheduled, we will set up an on-site kick-off meeting. This meeting
takes place on the first day of data collection and covers topics such as safety, data calibration, communication
procedures, project expectations, and milestones. We can also provide you with a press release, which can be utilized
to notify homeowners about the project, funding sources, and what to expect. If a press release is requested, we
require two weeks' advance notice.
PROJECT AREA OF INTEREST
During the inventory, Parcels 2-15, may be inventoried. The Lake Louise parcel (Parcel 3) may be inventoried during
Phase 1, and Parcels 2 and 4-15 may be inventoried during Phase 2, depending on the budget. Town streets, parks,
and other properties can be included in the project for a per-tree rate and would be inventoried after the parcel-based
inventory is completed.
TREE INVENTORY DATA COLLECTION
DRG begins data collection after the on-site kick-off meeting. Our arborists and urban foresters locate trees, stumps,
and planting sites (if desired) according to the agreed-upon specification of work. They evaluate the trees and record
the specified data for each site.
● Location Accuracy: DRG utilizes field computers and equipment that meet or exceed the project's location
accuracy requirements. Our project teams employ GIS software and ruggedized computers equipped with GPS
receivers, enabling them to achieve sub-meter location accuracy under favorable conditions.
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● Individual Tree Inspection Process: Urban foresters inspect each tree from the ground during data collection.
They identify the species, measure the tree diameter, assess the tree condition and risk, and suggest the
necessary recommended maintenance. Data collection is conducted systematically for consistency and
typically occurs Monday through Saturday during daylight hours.
● Safety: DRG provides Personal Protective Equipment (PPE), such as hard hats, high-visibility safety vests,
safety glasses, and boots. Additionally, our vehicles are marked with company logos and equipped with
first-aid kits, fire extinguishers, and safety cones.
Data Fields
Based on the Town’s RFP, the following data fields will be assessed and were defined by the town or have definitions
recommended by DRG.
• Address/Location: transfer values from the parcel GIS layer, including:
○ On Street. The street on which the tree is physically located.
○ Side. The side of the house on which the tree stands in relation to the physical address.
○ X and Y coordinates in the desired format.
○ Park Name. The name of the park is recorded.
● Species: Trees are identified by genus and species using both botanical and common names, and by cultivars
where appropriate.
● Tree Size: Diameter is measured to the nearest inch in 1-inch size classes at 4½ feet above the ground, or
diameter at breast height (DBH).
● Tree Height: The height of trees in the following size classes is recorded within the following ranges.
○ 0 to 10 feet ○ 30 to 50 feet
○ 10 to 20 feet ○ 50 to 70 feet
○ 20 to 30 feet ○ Greater than 70 feet
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● Condition: A general note on the health of the tree. Signs of stress, poor structure, mechanical damage, soil
and root problems, disease, and pests are all factors to consider in assessing a tree's condition.
○ Good. A good tree shows no major problems.
○ Fair. A fair tree has minor problems that may be corrected with time or corrective action.
○ Poor. A poor tree has major problems that are irrecoverable.
○ Dead. A dead tree shows no sign of life.
● Primary Maintenance: The following maintenance needs will be assigned:
○ Remove. Trees designated for removal have defects that cannot be practically or cost-effectively
treated. The majority of trees in this category have a large percentage of dead crown.
○ Prune. This is the removal of one or more limbs, needed to reduce risk, provide clearance, and restore
the tree.
○ Train. Pruning of young or medium-aged trees to improve tree and branch architecture.
○ Discretionary. Prune to manage for tree health or aesthetic appearance.
○ Stump Removal. This category indicates a stump that should be removed.
○ Plant. During the assessment, vacant planting sites are identified as Vacant Site Small, Vacant Site
Medium, and Vacant Site Large (indicating the ultimate size that the tree will attain), depending on the
growing space available and the presence of overhead wires. Lacking local code definitions, planting
sites are determined based on standard specifications included in accepted technical journals and by
the arboriculture industry.
● Risk Rating: Evaluate risk and assign a risk rating based on an assessment of the failure mode (i.e., brand,
whole tree, codominant stem) with the greatest risk. The specified period for the risk assessment is one year.
The risk component of this assessment and evaluation is to maintain compliance with the most recent
standards and practices in the arboricultural industry. Each tree shall be assigned a single risk rating of:
○ Low
○ Moderate
○ High
○ Extreme
● Observed Pest/Disease: The one most prevalent is noted at the time of inventory. If not observed, then not
observed will be noted, but a pest or disease could still be present and not observed.
○ Ambrosia Beetle ○ Elm Leaf Beetle
○ Anthracnose ○ Elm Scale
○ Aphids ○ Emerald Ash Borer
○ Armillaria ○ Epicormic Sprouts
○ Asian Longhorned Beetle ○ Eriophyid Mites
○ Bacterial Leaf Scorch ○ Fireblight
○ Bagworms ○ Foliage Disorder
○ Beetles ○ Foliar Galls
○ Borers ○ Frass
○ Bronze Birch Borer ○ Fungal Fruiting Structures
○ Burls ○ Galls
○ Cankers ○ Ganoderma
○ Carpenter Ants ○ Gypsy Moth
○ Chewing Borer ○ Hemlock Scale
○ Chlorosis ○ Hemlock Woolly Adelgid
○ Conks ○ Hypoxylon Canker
○ Cottony Scale ○ Inonotus dryadeus
○ Drought Stress ○ IPS Beetle
○ Dutch Elm Disease ○ Leaf Necrosis
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○ Mealybug ○ Sapsucker Damage
○ Mistletoe ○ Scale Insects
○ Needle Cast ○ Signs of Stress
○ Needle Necrosis ○ Slime Flux
○ Nutrient Deficiency ○ Sooty Mold
○ Oak Wilt ○ Spider Mites
○ Oakworms ○ Spotted Lantern Fly
○ Obscures ○ Tent Caterpillars
○ Other ○ Thousand Cankers Disease
○ Peach Tree Borer ○ Two-Lined Chestnut Borer
○ Pine Moth ○ Verticillium Wilt
○ Pine Wilt Nematode ○ White Pine Weevil
○ Pitch Canker ○ Wood Wasp
○ Pitch Moth ○ Woodpecker Damage
○ Root Crown Gall ○ Not noticeable at the time of inventory
○ Root Disease/Rot
● Overhead Utilities: For each tree or site, overhead utilities will be recorded if lines are:
○ Present and not conflicting;
○ Present and conflicting; or
○ Not present.
● Date of Assessment: The date data are collected and the name of the arborist is recorded.
TREE RISK ASSESSMENT
During the inventory, DRG’s urban foresters can inspect each tree using the ANSI tree risk assessment protocol (ANSI
2017). DRG will conduct a 360-degree ground-based visual inspection of the crown, trunk, trunk flare, above-ground
roots, and site conditions surrounding the tree in relation to the targets. The assessment only includes conditions
detected from the ground and does not include aerial, subterranean, or other types of inspections, testing, or analysis.
DRG evaluates risk and assigns a risk rating based on an assessment of the failure mode (i.e., branch, whole tree,
codominant stem) with the most significant risk. The specified period for the risk assessment is one year. The risk part
of this inventory and evaluation is to maintain compliance with the most recent standards and practices in the
arboricultural industry. It is important to note that our inspections are “rapid assessments” and are meant to show a
need for further study, and thus are not legally binding in any litigation. DRG used the following criteria based on the
International Society of Arboriculture Best Management Practices—Tree Risk Assessment, Second Edition (E. Thomas
Smiley, Nelda Matheny, and Sharon Lilly 2017) to arrive at a risk rating.
● Likelihood of Failure: Identifies the most probable failure and rates the likelihood that structural defect(s) will
result in failure based on observed current conditions.
● Likelihood of Impacting a Target: The rate of occupancy of targets within the target zone and any factors that
could affect the failed tree as it falls towards the target.
● Consequences of Failure: The consequences of tree failure are based on the level of target and potential harm
that may occur. Consequences can vary depending on the size of the defect, a distance of fall for the tree or
limb, and any other factors that may protect a target from harm. Target values are subjective, but DRG staff try
to assess them from our client's perspective.
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QUALITY CONTROL AND QUALITY ASSURANCE
We understand the importance of the data for your decision-making and stand by the accuracy. To ensure the
accuracy of our data, the team employs several quality control checks. DRG arborists will inspect data at the end of
each day to ensure all fields were collected and sites were properly identified/assessed. After the data collection is
complete and before final delivery, a series of queries and checks are run to verify the data's correctness. Any
identified errors are addressed before the data is delivered to you and your representatives.
CONSERVATION ASSESSMENT
DRG will evaluate the ecological value of significant trees and especially landmark or heritage trees (DBH >24”) using
iTree Eco. The ecological value of trees will be highlighted in the management plan's Functions & Benefits section.
TASK TWO: MANAGEMENT PLAN
To develop this plan, our urban foresters analyze the tree inventory data to assess the composition, structure, and
function of the tree population. Then, we use the findings from the data analysis, along with industry standards, risk
management goals, and best management practices, to report on the status of the urban forest and prioritize tree
maintenance needs. DRG develops a multi-year maintenance schedule and cost spreadsheet, provided as an editable
Excel™ spreadsheet, based on prioritized maintenance needs.
PLAN SECTIONS
● Executive Summary: Provides an overview of the project's inventory, recommended maintenance, and
benefits summary, along with its findings, in a format that facilitates printing and sharing with elected
officials, citizens, and others.
● Structure & Composition: Using charts, tables, and insight from DRG’s experienced urban foresters, this
section describes the composition, function, and structure of the inventoried urban forest. Detailed
observations and recommendations are analyzed on the following:
○ Species & General Diversity ○ Relative Age Distribution
○ Pest Susceptibility ○ Defect Observations
○ Condition ○ Stocking Level
● Functions & Benefits: Using i-Tree, an analysis highlighting the environmental, ecological, and economic
benefits trees provide, with the following analysis:
○ Overall Results ○ Sequestering & Storing Carbon
○ Annual Benefits ○ Controlling Stormwater
○ Improving Air Quality ○ Replacement Value
● Recommended Maintenance: Focuses on the tree maintenance tasks that will help mitigate risk, complete
proactive maintenance cycles, and plant trees (if collected). Based on the inventory data, the following
analyses are discussed:
○ Priority Maintenance & Further ○ Routine Inspections & Inventory
Inspections Updates
○ Routine Maintenance ○ Tree Planting & Stump Removal (if
○ Routine Pruning Cycle collected)
○ Young Tree Training Cycle
● Maintenance Strategy & Example 5-Year Budget: Using the tree inventory data, an example 5-year annual
maintenance schedule and budget are provided with details that recommend tasks to complete each year in
an editable Excel™ table format.
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● Conclusion: Summarizes the report, drawing inferences from the entire process about what has been
discovered and determined, as well as the impact of those findings and decisions.
● Appendices: Relevant appendices are provided, including References, Summary of Recommendations, Study
Area and Data Collection Procedures, and Risk Assessment if applicable.
ADDITIONAL SECTION: INVASIVE PEST MANAGEMENT
While the information and recommendations in the Management Plan focus on inventory data analysis for proactive
and cost-effective tree management, particular issues or needs may require further analysis. An additional customized
section will be developed using the inventory data and other local, regional, and national sources of information for
the Invasive Pest Management Strategy.
This section identifies potential threats to the tree population by local and regional invasive pests (insects and/or
diseases). The fundamentals of an Integrated Pest Management program will be explained, and strategies will be
applied to address existing pests. This section may also include information on wood utilization and how to effectively
monitor the community, improve public education, manage tree debris, reforest after an infestation, and work with
stakeholders. (3-5 pages)
TASK THREE: DIGITAL DATA DELIVERABLES
At the end of data collection and final QC checks, we provide the data in both shapefile and Microsoft Excel™ format.
Additionally, we have experience delivering data or creating APIs to integrate with a wide variety of other software
systems, such as ESRI, Cartegraph, CityWorks, and Salesforce, for an additional fee.
TASK FOUR: PUBLIC ENGAGEMENT OR
TRAINING
DRG will offer optional training sessions for municipal staff or community volunteers in data collection and tree care.
We can also present findings in public forms such as stakeholder meetings, either in person or virtually. We can also
develop educational outreach materials for residents.
OPTIONAL SERVICES
Online Survey: DRG can develop and administer an online survey focused on various urban forestry topics. Our team
will also analyze the data and summarize the results graphically in a one-page document.
● Five to seven questions
● Multiple choice
● City website or email sent by the city
Stakeholder Meetings: DRG can participate, lead, and/or facilitate various stakeholder meetings. These meetings can
be held virtually or in person. They can be aimed at internal departments, allied organizations, the general public,
partners, and/or private organizations. DRG will provide a detailed agenda, post-meeting notes, and recommendations
for each meeting.
● On-site Meeting: 2-3 hours in length
● Virtual Meeting: 1-2 hours in length
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Fact Sheet: One or two pages in length, DRG’s fact sheets highlight the project findings supporting town objectives.
Fact Sheets are customized to client content at the time of development.
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Section Three. Itemized Cost Proposal
This proposal is based on an estimated number of trees/sites to be inventoried. Davey Resource Group, Inc. reserves
the right to renegotiate the price based on the timing of the award, scheduling of fieldwork, the final methodology
chosen by the client, and availability, completeness, and quality of maps and GIS information.
DESCRIPTION OF SERVICE PRICE ACCEPTANCE
TASK 1: TREE INVENTORY
Computerized inventory data collection of existing trees, planting sites, and stumps.
Phase 1 - Parcel 3, Lake Louise Area (16.5 acres)
Up to 200 sites collected for a lump-sum fee of: $3,500
Phase 2 - Parcels 2 and 4 - 15 (52 acres)
Up to 800 sites collected for a lump-sum fee of: $7,000
Option to Add Street Trees and Park Trees $8.00 each
Add this element option, with
Additional inventory data collection in excess of 1,000 trees/sites. $8.00 each
a budget not to exceed $5,000
Phase 1 and Phase 2 Package Price - 1,000 Sites X$8,250 X
TASK 2: TREE MANAGEMENT PLAN
Tree inventory and maintenance strategy with a 5-year budget
and benefits analysis with an invasive pest management section X$6,250 X
TASK 3. DIGITAL DATA DELIVERABLES
Excel® Included
Esri shapefile Included
TASK 4. PUBLIC ENGAGEMENT OR TRAINING (Optional)
On-line Survey $3,000
2- to 3-Hour In-Person Stakeholder Meetings ( includes travel,
prep, and notes) $5,000
1-to 2-Hour Virtual Stakeholder Meetings (include prep and notes) X $2,500
xX
Printed Fact Sheet (1 or 2 pages) $2,500 (1p)/$5,000(2p)
Total (Tasks 1-4) $______17,000______________
__
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By signing this form, I do hereby acknowledge acceptance of the scope of work and associated fee, as well as the
terms and conditions and limited warranty contained herein. Furthermore, my signature authorizes the work
to be performed effective the date of my signature and denotes that I am an authorized representative of the
Town of Weaverville with authority to authorize and bind my company.
Town of Weaverville, NC Davey Resource Group, Inc.
Client Representative: David Scott Harris DRG Project Representative: Shirley Vaughn
Authorizing Signature: Authorizing Signature:
Title: Town Manager: 828-484-7001 Title: Business Developer
Date: 8/25/2025 Date: 8/11/2025
Phone Number: 828-484-7003, Tamara Mercer Phone Number: 330-639-8274
E-mail: sharris@weavervillenc.org Email:
shirley.vaughn@davey.com
tmercer@weavervillenc.org
Scope Addition:
Add Heritage or Significant trees as an attribute based on Town specifications, Include information in the
management plan.
This instrument has been preaudited in the manner required by the
North Carolina Local Government Budget and Fiscal Control Act
________________________________
Tonya Dozier, Finance Officer
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Section Four. References
Below is a limited selection of projects demonstrating our expertise in delivering similar scopes of work on time and
within budget. We are happy to provide additional project examples or references if desired.
Metropolitan Government of Nashville and Davidson County, TN
Davey Resource Group, Inc. (DRG) has been under contract with the Metropolitan Government of Nashville and
Davidson County (Metro) for approximately six years, providing tree inventory and management services. We
conducted a countywide tree inventory for all streets within the county. Ash and Hazard Trees provided specialized
inventory services, including post-tornado assessments and development site assessments, as well as consulting on
budgets, work planning, and urban forest management. We currently manage the Parks’ ash and hazard tree
management program and provide as-needed tree inventory services Metro-wide. Throughout the contract, Metro’s
goal has been to determine the number of trees currently located on their properties and to assess the general
condition of these trees for care, maintenance, and risk management purposes. All projects were time-sensitive and
required ISA Certified Arborists.
Arborists from multiple DRG offices assisted with collecting data and completed the Level 2 ISA risk assessment. DRG
completed both phases of the project on time and on budget, resulting in a successful inventory that will contribute to
the management of Nashville’s beautiful urban forest. The data was delivered through TreeKeeper® and ESRI
shapefiles for the client’s use.
Key Responsibilities
For Tree Inventory Data Collection, we collect tree inventory data countywide according to Metro’s custom data
specifications. All data is meticulously delivered in TreeKeeper® software and integrated GIS layers, tailored to specific
requests and needs. Our team determines the number of trees on their properties and assesses their general condition
to inform care, maintenance, and risk management. We complete time-sensitive work. For Data Analysis & Planning,
we analyze inventory data to pinpoint trees scheduled for removal. We estimate budgets and workload and develop
detailed bid specifications to guide tree work. We provide Ongoing Inventory Updates as tree removals proceed and
add new significant trees to the database.
Key Team Members: Shirley Vaughn, Gerrit Sampson, Troy Brodbeck, and the DRG IT and GIS departments worked on
this project, including Will Ayersman, Holly Knox, and Charles Amschel.
● Dates and times the project services were performed: Two five-year contracts beginning in 2008 and ongoing
● Owner’s representative: Phil Luckett
● Phone: 615.862.8400 Email: Phil.Luckett@nashville.gov
● Address: 511 Oman Street, Nashville, TN 37203
● Initial award amount: $350,000 for the first year (2024- 2029)
Completion: The work was completed on time and on budget.
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City of St. Marys, GA
DRG completed a tree inventory for St. Marys, GA, in December 2024. After completing the inventory, DRG developed a
tree management plan using the inventory data. DRG analyzed the data to understand the structure of the tree
resource and provide recommendations on priority and routine maintenance programs for future tree care. The data
was also analyzed using i-Tree Eco to calculate the economic value of the community’s inventoried public trees and
their environmental benefits (i.e., stormwater, carbon, and air pollution). DRG also provided the city with a
subscription to Davey TreeKeeper® software to manage the data.
Key Team Members: Shirley Vaughn and Ben Furr, along with the DRG IT and GIS Departments, worked on this project,
including Will Ayersman, Holly Knox, and Charles Amschel. Teen Dawson performed the tree inventory.
● Dates and times the project services were performed: Nov. 4 - Dec. 21, 2024 (software was installed in 2025)
● Owner’s representative: Bobby Marr, Public Works Director
● Phone: 912.673.6681 Email: bmarr@stmarysga.gov
● Address: City of St. Marys, Public Works Department, 418 Osborne Street, St. Marys, Georgia 31558
● Initial award amount: $35,000
Completion: The work was completed on time and on budget.
City of Monroe, NC
Street and private property tree inventory with a location, species, tree height, and canopy spread, and a tree risk
assessment, condition rating, and maintenance. Data was collected by an ISA certified arborist and delivered as Esri
shapefiles. DRG’s arborist also installed tree tags and recorded ID numbers. Our project manager presented the
findings to the City Council.
Key Team Members: Gerrit Sampson, Shirley Vaughn, Ben Furr, and the DRG IT and GIS departments worked on this
project, including Will Ayersman, Holly Knox, and Charles Amschel.
● Dates and times the project services were performed: Sept. - Nov. 2024
● Owner’s representative: Keri Mendler, Senior Planner
● Phone: 704.282.5797 Email: khutchins@monroenc.org
● City of Monroe Planning Department, 300 W Crowell Street, Monroe, NC 28112
● Initial award amount: $19,750
Completion: The work was completed on time and on budget.
City of Clarksville, TN
DRG completed a tree inventory for the City of Clarksville in April 2024. DRG analyzed the inventory data to understand
the structure of the inventoried tree resource and provided recommendations on priority and routine maintenance
programs for future tree care in a tree management plan. DRG also provided our proprietary TreeKeeper® software,
enabling the city to manage tree inventory data daily, streamline operations, and keep management records current.
The management plan was divided into three sections: Structure and Composition which summarizes the inventory
data with trends representing the current state of public trees; Functions and Benefits, which summarizes the
estimated value of benefits provided to the community by public trees’ various functions; and the Recommended
Maintenance that detailed a prioritized maintenance schedule and provides an estimated budget for recommended
maintenance activities over five years.
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DRG’s ISA Certified Arborists collected data on trees, stumps, and potential planting sites found within public parks,
public facilities, and select street rights-of-way throughout Clarksville. Approximately 5,550 sites were inventoried,
including trees, stumps, and vacant planting sites. Data fields were customized for the city, including a tree risk
assessment, and collected using GIS and GPS, ensuring site locations were easy to find for city staff and contractors in
the future.
Key Team Members: Shirley Vaughn and DRG IT and GIS departments worked on this project, including Will Ayersman,
Holly Knox, and Charles Amschel.
● Dates and times the project services were performed: January 2024 - July 2024
● Owner’s representative: Michael Palmore, Building & Facilities Maintenance Director
● Phone: 931.553.2444 Email: michael.palmore@cityofclarksville
● Address: City of Clarksville Building and Facilities Maintenance Department, 1210 Franklin St., Clarksville, TN
37040
● Initial award amount: $77,500
The project was completed on time.
City of Wilmington, NC
DRG developed the City of Wilmington’s Urban Forestry Master Plan (UFMP) and inventoried trees for the City of
Wilmington.
The tree inventory was a GIS-based inventory of maintained trees, planting sites, and stumps in the area known as the
“1945 Corporate Limits.” After the inventory was complete, DRG used i-Tree Eco to estimate the benefits the urban
forest provides to the community.
The master plan was based on the inventory, other data, city documents, and policies. Additionally, DRG’s consultants
assessed the operational workflow and gathered input from staff, stakeholders, and the community to develop the
plan. The outcome of the master planning project was an urban forest master plan tailored specifically to Wilmington's
unique qualities and needs, both present and future.
The final master plan was delivered in stages through a draft review process. We included a summary PowerPoint.
Key Team Members: Shirley Vaughn and DRG IT and GIS departments worked on this project, including Will Ayersman,
Holly Knox, and Charles Amschel.
● Dates and times the project services were performed: Nov. 1, 2021 - April 30, 2023
● Owner’s representative: Aaron Reese, City Arborist
● Phone: 910.341.0078 Email: aaron.reese@wilmingtonnc.gov
● City of Wilmington Parks and Recreation Urban Forestry, 1702 Burnett Blvd., Wilmington, NC 28401
● Initial award amount: $130,000
The work was completed on time and on budget.
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Town of Summerville, SC
DRG inventoried trees, assessed urban tree canopy, and developed an urban forest management plan for the Town of
Summerville. The Plan provided a roadmap for implementation by prioritizing actions and initiatives to improve the
urban forest over time. The planning process followed the principles of adaptive management, which seeks to develop
an effective plan by answering a series of questions about the Town’s present and future. The project also included
stakeholder engagement.
Key Team Members: Shirley Vaughn and Sandra Albro and DRG IT and GIS departments worked on this project
including Will Ayersman and Holly Knox
● Dates and times the project services were performed: May 2022 - July 2023
● Owner’s representative: Jessi Shuler, Director of Planning
● Phone: 843.851.4217 Email: JShuler@SummervilleSC.gov
● Town of Summerville, 200 South Main Street, Summerville, South Carolina 29483
● Initial award amount: $75,000
The work was completed on time and on budget.
City of Gastonia, NC
(i) Brief project description: DRG completed a Geographic Information System (GIS)-based inventory of maintained
trees and stumps located along public rights-of-way (ROW) and in public parks. The inventory was performed using
American National Standards Institute (ANSI) A300 standards. After the inventory was complete, tree benefits were
calculated using i-Tree Eco, and DRG provided a summary report to the city.
Key Team Members: Shirley Vaughn, the DRG IT, and GIS departments collaborated on this project, with contributions
from Will Ayersman, Holly Knox, and Charles Amschel.
● Dates and times the project services were performed: Jan. - Dec. 2019
● Owner’s representative: Tripp White, Director, Parks & Recreation
● Phone: 704.866.6840 Email: tripp.white@gastonianc.gov
● City of Gastonia Parks and Recreation Department, 181 S. South Street, Gastonia, NC 28052
● Initial award amount: $65,000
The work was completed on time and on budget.
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Clarifications, Assumptions,
Exceptions, and Additional Information
CONTRACT NEGOTIATIONS
If awarded the project, DRG respectfully requests to review and negotiate the contract and Purchase Order terms and
conditions. We intend to offer minor edits, clarifications, revisions, and exceptions that, in our view, will help clarify
the approach, tighten the Town’s terms and conditions, and improve the interpretation in relation to the services
provided, establishing a stronger foundation for our working relationship.
INVOICING METHOD
How would you like to receive invoices for this project?
Mail: Invoice(s) will be mailed to the address listed on page 1 of this proposal.
Email: Invoice(s) will be emailed to:
Other: Please provide instructions below:
INSURANCE REQUIREMENTS
Certificate Holder Name and Address (if different than listed on page 1 of the proposal):
List of Additional Insured Entities:
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CLIENT RESPONSIBILITIES
● Provide DRG with imagery, maps, and data files. Our request may include the following: digital
orthophotographs, available GIS data layers, other electronic or paper copies of maps for roads, pavement
widths, right-of-way widths, boundaries and utilities, and an electronic file or printed list of street names and
endpoints.
● Provide daily contact information and directions during the inventory project.
● Provide a copy of any existing tree inventory databases.
● Coordinate and host an on-site kick-off meeting before the start of fieldwork.
● By accepting this proposal, you accept DRG’s Terms and Conditions and Limited Warranty and agree that,
upon award, this proposal and its attachments will be made a part of the Agreement.
DRG STANDARD TERMS AND CONDITIONS
● All pricing is valid for 30 days from the date of this proposal, after which time we reserve the right to amend
fees as needed.
● Time and materials (T&M) estimates will be billed using the labor rates in DRG’s current commercial price list.
Fixed Fee Contract Prices will be billed in monthly increments for the percentage of work completed in the
billing period. Firm-Fixed Unit Prices will be billed in monthly increments for the number of completed units in
the billing period.
● Payment terms are net 30 days.
● If prevailing wage requirements are discovered after the date of this proposal, we reserve the right to negotiate
our fees.
● The client is responsible for any permit fees, taxes, and other related expenses unless noted as being included
in our proposal.
● The client shall provide 48 hours’ notice of any meetings where the consultant’s attendance is required.
● Unless otherwise stated, one round of revisions to deliverables is included in our base fee. Additional edits or
revisions will be billed on a time and material (T&M) basis.
● All reports are provided only to the client unless otherwise directed.
● DRG represents that it and its agents, and consultants employed by it, are protected by Workers'
Compensation insurance and that DRG has coverage under liability insurance policies which DRG deems
reasonable and adequate. DRG shall furnish certificates of insurance upon request. DRG agrees to maintain
general liability insurance in commercially reasonable amounts. Client is responsible for requesting specific
inclusions or limits of coverage that are not present in DRG insurance, and the cost of such inclusion or
coverage increases if available, will be at Client’s sole cost and expense. If the Client requires an Additional
Insured endorsement, DRG shall provide one in the certificate of insurance, listing only the entities requested
in the “Additional Insured Requirements” section above.
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LIMITED WARRANTY
Davey Resource Group, Inc. (“DRG”) provides this limited warranty (“Limited Warranty”) in connection with the
provision of services by DRG (collectively the “Services”) under the agreement between the parties, including any bids,
orders, contracts, or understandings between the parties (collectively the “Agreement”).
Notwithstanding anything to the contrary in the Agreement, this Limited Warranty will apply to all Services rendered
by DRG and supersedes all other warranties in the Agreement and all other terms and conditions in the Agreement
that conflict with the provisions of this Limited Warranty. Any terms or conditions contained in any other agreement,
instrument, or document between the parties, or any document or communication from you, that in any way modifies
the provisions in this Limited Warranty, will not modify this Limited Warranty nor be binding on the parties unless such
terms and conditions are approved in a writing signed by both parties that specifically references this Limited
Warranty.
Subject to the terms and conditions set forth in this Limited Warranty, for a period of ninety (90) days from the date
Services are performed (the “Warranty Period”), DRG warrants to Customer that the Services will be performed in a
timely, professional and workmanlike manner by qualified personnel.
To the extent the Services involve the evaluation or documentation (“Observational Data”) of trees, tree inventories,
natural areas, wetlands and other water features, animal or plant species, or other subjects (collectively, “Subjects”),
the Observational Data will pertain only to the specific point in time it is collected (the “Time of Collection”). DRG will
not be responsible nor in any way liable for (a) any conditions not discoverable using the agreed upon means and
methods used to perform the Services, (b) updating any Observational Data, (c) any changes in the Subjects after the
Time of Collection (including, but not limited to, decay or damage by the elements, persons or implements; insect
infestation; deterioration; or acts of God or nature [collectively, “Changes”]), (d) performing services that are in
addition to or different from the originally agreed upon Services in response to Changes, or (e) any actions or inactions
of you or any third party in connection with or in response to the Observational Data. If a visual inspection is utilized,
visual inspection does not include aerial or subterranean inspection, testing, or analysis unless stated in the scope of
work. When performing tree inventories or assessments, DRG will not be liable for the discovery or identification of
non-visually observable, latent, dormant, or hidden conditions or hazards, and does not guarantee that Subjects will
be healthy or safe under all circumstances or for a specified period of time, or that remedial treatments will remedy a
defect or condition.
To the extent you request DRG’s guidance on your permitting and license requirements, DRG’s guidance represents its
recommendations based on its understanding of and experience in the industry and does not guarantee your
compliance with any particular federal, state or local law, code or regulation.
DRG may review information provided by or on behalf of you, including, without limitation, paper and digital GIS
databases, maps, and other information publicly available or other third-party records or conducted interviews
(collectively, “Source Information”). DRG assumes the genuineness of all Source Information. DRG disclaims any
liability for errors, omissions, or inaccuracies resulting from or contained in any Source Information.
If it is determined that DRG has breached this Limited Warranty, DRG will, in its reasonable discretion, either: (i)
re-perform the defective part of the Services or (ii) credit or refund the fees paid for the defective part of the Services.
This remedy will be your sole and exclusive remedy and DRG’s entire liability for any breach of this Limited Warranty.
You will be deemed to have accepted all of the Services if written notice of an alleged breach of this Limited Warranty
is not delivered to DRG prior to the expiration of the Warranty Period.
To the greatest extent permitted by law, except for this Limited Warranty, DRG makes no warranty whatsoever,
including, without limitation, any warranty of merchantability or fitness for a particular purpose, whether express or
implied, by law, course of dealing, course of performance, usage of trade or otherwise.
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