This is one example of a
checklist. Local contract conditions may require that different procedures
and topics be covered.
the first inspection, check for fire tools. Only the ministry officer
administering the contract can issue instructions or approve exemptions
(use the FS 242). Check first aid requirements and camp standards
the following on each inspection day:
tree storage facility and tree condition
- bundles not
- roots are moist and
- terminal bud
- storage molds (see
- temperature - use
- check and record
soil temperatures as well
in information section of the FS 704.
- fill in all
headings on every page
- issue an FS 242 for
any storage and handling problems
- turn in a copy of the FS
704 plots to the supervisor daily/weekly. It will be filed in project
- FS 704A booklet,
- FS 791(d) - Notice
- FS 791(e) - Stop
- FS 242 book
- copy of the signed
contract with extra maps
- plot cord (3.99 m
and 5.64 m) - check length regularly
- metal plot stakes
- excavating tool
- 5 m tape
- pencils, felt pens
- hip chain/GPS
- garden trowel
- disposable 35 mm
Timing - monitoring plots should be established concurrently with planting.
This will permit immediate detection and hopefully correct any unsatisfactory
planting or other breaches of the contract. Use grid system. Complete
payment plots only after the contractor gives the signed release that the
area is finished.
Intensity (normal distribution)
- less than 20 ha, 20
plots (15 plots if using 5.64 m radius plots)
- 20 ha or more, 1
plot/ha (1 plot per 2 ha if using 5.64 m radius plots)
Plot Size - 50 m2 (3.99 m radius) - 100 m2
(5.64 m radius) if densities 800 sph or
Assessment of Quality (see Schedule C of the contract)
i. Planting Spot
Selection (will vary by species and site conditions)
- mineral soil or a
mixture of mineral and organic
- well decomposed
duff, fibre absent
shade (protected by stump or slash)
- side of depressions
- rotten wood (red in
colour, not decomposed, will not crush in hand, logs or stumps
- bottom of
- mounds of loose
soil (drying out)
- closer to another
tree or "visible" natural than the prescribed minimum
- unless otherwise
the crown line of larger potential crop trees
six metres of an established right of way
roads or livestock/game trails
cutbanks or other unstable slopes
on side of cat tracks if possible, not on them
ii. Scalping, Screefing
- debris or duff not
removed to expose a suitable planting medium
- the contract must
have a special clause in it before this can be enforced
- only screef/scalp to mineral soil in special
iii. Planting Hole
- not too shallow or too
Shallow and Deep Bareroot - measured
from definable root collar (BR). Root collar should be in acceptable
medium (mineral soil, well decomposed duff). As long as roots are not
showing or soil is not greater than 2 cm above root collar-OK!
Plugs - shallow if top of plug extended into air. When plug is
flush with soil surface-marginal.
- no slit holes
- hour glass (open
air space at base of hole)
iv. Tree Placement
- more than one in
hole (both trees are considered faults)
- tree too deep or
too shallow roots exposed, bunched, j-root
- J-root Plugs - if angle is
greater than 45°
- J-root BR - if angle of
majority of roots is greater than 45°
- lean of roots
greater than 30°
- tree must be firm
enough to resist loosening when pulled on by a group of needles
vi. Position of Stem or Crown
- excessive lean - if
angle is greater than 30°
- slash or other
debris likely to interfere with growth (overhead)
- at the beginning of
a contract excavate all trees in a plot
- as confidence builds
and the quality is up to standard reduce this to a minimum of two per
plot to ensure that quality standards are being maintained
- if planting quality has
lapsed, go back to excavating all trees.
g. Plantable Spots
- maximum number of
spots/plot is determined by the designated spacing in the contract (Schedule B)
- flag all trees in
- if trees are
planted too close or too wide, or in spots that should not have been
planted, the number of plantable spots must
- influence trees must be
considered (naturals and planted) when assessing the number of plantable spots. The relative visibility of
naturals must also be considered.
- departure from prescribed
spacing is intended to apply only to the occasional situation enabling
the planter to select a better microsite.
Filling out the Form and Calculations (see FS 704A Booklet)
- Do not use the code
Example: 1-1 NO
1-too close YES
- Note: Satis. plant. + unsatis. plant. + excess = trees planted
- Add up columns and
Where the planting quality is less than 93%, basic payment shall be adjusted
accordingly using the following formula:
Payment % = (PQ × 1.08) - (100 - (PQ × 1.08)2)
where PQ equals the Planting Quality % as determined under the Ministry of
Forests Planting Quality Inspection System.
Excess to a maximum of 7% is allowable on units
with planting densities greater than 800 sph. If
the excess rises above 7%, use the following rule:
(Excess % - 7%) × total trees issued × bid price per tree
If excess trees exceed 12%, the following rule applies in addition to the
(Excess % - 12%) × total trees issued × amount specified in
14% excess; 12 000 trees issued; bid price $0.25
(14% - 7%) × 12 000 × $0.25 = $210.00
(14% - 12%) × 12 000 × $0.20 = $48.00
Total Charge $258.00
On planting units with planting densities 800 sph and lower, a 10% tolerance is allowed before excess
charges are levied. If the
excess rises above 10%, use the following rule:
(Excess % - 10%) × total trees issued × bid price per tree
If excess trees exceed 15%, the following rule applies in addition to the
(Excess % - 15%) × total trees issued × amount specified in
14% excess; 12 000 trees issued; bid price $0.25
(14% - 10%) × 12 000 × $0.25 = $120.00
Total Charge $120.00
Keep a map showing where you did your plots and locations where each seedlot is planted.
Notice to Contractor
Use FS 704 - must state everything is OK or describe problem
FS 704 usually sufficient but 242 or Notice to Comply should be used for more
Example: Quality less than 85%. If 242 used, must use wording on the Notice
Keep separate diary where more detail is required. More detail is almost
always required, for example, conversations with the contractor and
Know Your Stock
notes on stock condition in your diary.
Each reefer should have a `Stock Balance Report Per Seedlot'.
When trees are issued to the contractor, complete an FS 242. The contractor
receives a copy once the FS 242 is signed by himself and the ministry
officer. It is important to maintain this report every time trees are
received or shipped from the reefer. Collect these sheets before the reefer
is hauled away.
Stock Invoices: You will receive two invoices from the tree truck driver.
Count the boxes. Enter your count on the invoices. Note discrepancies. Return
these to the office at least on a weekly basis. If the driver does not have
an invoice, please notify the office.
Please ensure padlocks, stock balance reports, 1" × 4"
spacers, thermometers, oil filters, and oil is retrieved from the reefer before
it is hauled away.
40 foot reefers can comfortably accommodate 400-425 boxes.
in the season frozen stock can be a problem. Place orders with the
appropriate person. Ten days notice is required to
accommodate stock ordering and thawing.
After Planting Is Complete
is made after each unit has been successfully completed.
FS 704 plot data in PAYCERT program and get a printed copy.
FS 704 plots, computer printout and project file to supervisor when
each payment certificate is processed.
all payment certificates have been processed using the PAYCERT,
complete the planting report (FS 753) or ISIS report.
one copy of the planting report to region via supervisor.
copy of the planting report and map (showing planting boundaries, unit
boundaries, seedlot boundaries, proper map
legend) are required for each opening file and the project file.
opening file map must be complete (e.g., colour coded if it is
necessary to clarify boundaries).
information on a contract evaluation sheet (if available).
ISIS project management information.
will be made by the Silviculture Clerk after the
supervisor has reviewed the planting report.