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Jeff Kaulbars teaching a technician in the field

Tree risk assessmentMonitor

A tree risk rating you can defend.

When a tree is called high risk, or a removal is recommended, the call follows one industry method. Jeff Kaulbars holds the ISA Tree Risk Assessment Qualification (TRAQ).

Method
ISA TRAQ
Ratings
Low, Moderate, High, Extreme
Levels
1 limited, 2 basic, 3 advanced
Standard
ANSI A300 Part 9

What we see in the field

A dead limb over a parking stall is not the same problem as one over a pond.

Risk is not the defect alone. It is the chance the part fails, the chance it hits something, and what happens if it does. The defects we rate: codominant stems and included bark, decay, cracks, lean, root-plate trouble, deadwood and weak attachments.

Included bark at a major fork is flagged as elevated wind-load risk. A recent or progressive lean with soil heave is a high-priority finding. Condition and risk are recorded separately, so a tree can be in poor health and low risk, or healthy and high risk.

Decay conks growing from a hollowing tree trunk
In the fieldDecay conks on a hollowing trunk. Decay is rated against what sits beneath the tree.

How we do it

Find it, rate it, write it down.

  1. Level 1, limited

    A walk-by or drive-by of many trees, to find the ones that need a closer look.

  2. Level 2, basic

    A 360-degree ground inspection of each tree flagged: flare, trunk, unions, limbs, crown.

  3. Level 3, advanced

    When a Level 2 finding warrants it: decay detection tools, an aerial inspection or a root investigation.

  4. Rate it

    Likelihood of failure, likelihood of impact and consequences combine into one rating.

  5. Recommend and schedule

    Mitigation and a time frame, in writing. You decide, with the reason on paper.

What is included

What a risk assessment covers.

  • The level, stated

    Every record says which level of inspection was done, so nobody reads a drive-by as a full assessment.

  • A walk of the whole tree

    Root flare and root plate, trunk, unions and forks, scaffold limbs and crown, 360 degrees.

  • Targets and occupancy

    What sits under the tree and how often people are there: a road, a playground, a parking stall, a pond.

  • Each defect with photos

    Documented with the likelihood of failure, the likelihood of impact and the consequences.

  • The rating and the fix

    Low, Moderate, High or Extreme, with mitigation options and a time frame: prune, support, reduce or remove.

  • A signed written opinion

    The rating is assigned by an ISA Certified Arborist. A formal assessment carries the signed opinion block.

Next stepRequest a risk assessmentorbuild it into a 10-year Master Plan

Standards we work to

One method, recognized across the industry.

Our lines

  • Condition and risk are recorded separately.
  • Trees are read against species and season. A bare deciduous canopy in winter is recorded as seasonal, not dead.
  • A formal assessment is done when ordered, or when a Level 2 finding warrants it.
  • The final risk rating and any prune, cable, brace or removal recommendation are signed by an ISA Certified Arborist.
ISA Tree Risk Assessment Qualification (TRAQ)

Two days of instruction and a written and field exam. Holders retrain and retest to keep it.

ANSI A300 Part 9, Tree Risk Assessment

The first national standard for tree risk assessment.

ISA Best Management Practices, Tree Risk Assessment

The method behind the rating: failure, impact, consequences.

Sources: Ptolemy Tree Assessment spec; Tree Risk Assessment and Tree Condition subject files; ISA TRAQ; ANSI A300 Part 9; ISA BMP Tree Risk Assessment.

On the job

Tree risk assessment, in the field.

Jeff Kaulbars in a hard hat and safety vest during TRAQ course field work
Jeff Kaulbars in the field during the ISA TRAQ course.
Included bark at the fork of a two-stemmed oak, circled in chalk
Included bark at an oak fork, circled in chalk. A finding like this is flagged as elevated wind-load risk.
Reading a crown from the ground before any call is made.
Reading a crown from the ground before any call is made.

Illustrations

The busiest places first.

A risk rating weighs the defect and what sits under it. A dead limb over a bench in a dog park outranks the same limb over a pond.

Illustration: a dog park under a big live oak, with a dead limb and a hanging broken branch circled high in the crown over the benches
Illustration. What the eye misses: a dead limb and a hanger over the benches in a dog park.
Illustration: an arborist kneeling at the base of a park live oak, pulling back mulch to see the root flare, with a mallet and tablet beside him
Illustration. A ground assessment walks the whole tree: root flare first, then trunk, forks and crown.

Who it is for

Written for the people who answer for the trees.

Inside a plan

Tree assessment sits under Monitor.

MonitorManageProtect

Trees on a program get a look at every program visit (4 a year for commercial and HOA properties, 6 for homes), tree risk included. A formal risk assessment is added when it is ordered or when a Level 2 finding warrants it.

On a Palm and Tree Master Plan, by level. The floor: a look at every tree each visit, and anything seen gets a full ground assessment, priced as it comes. Protect what matters: a full ground assessment every year of the trees where people gather: the entrance, clubhouse and pool, parks, dog parks and schools. Full program: every tree assessed, on a cycle written into the plan.

Questions

Questions managers and boards ask.

Still have a question? Call (239) 467-0142 or send a request.

What is the difference between condition and risk?
Condition is how healthy the tree is: Normal, Fair, Poor, Critical or Dead. Risk is the chance a part fails and hits something, and what happens if it does. A healthy tree can be high risk over a playground. A poor tree can be low risk in a preserve. We record them separately.
Do we need a Level 3 assessment?
Only when a Level 2 finding warrants it, for example suspected internal decay, a defect high in the crown, or a root problem. Level 3 adds decay detection tools, an aerial inspection or a root investigation.
Will this support a removal permit?
A written TRAQ assessment is the kind of document a permit reviewer looks for. The permit itself is the owner's or association's to pull.
What does TRAQ mean for us?
The person rating your trees was trained and tested in one industry method. The rating is consistent, written and defensible to residents, insurers and the county.
How often should trees be assessed?
Trees on a program get a look at every visit and a full condition assessment in spring and fall. A formal risk assessment is added when a finding or an event, such as a storm, calls for it.

Next step

A tree someone is worried about?

Get the rating in writing, with the reason and the fix, before anyone reaches for a saw.