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Tree Appraisal Techniques

Thursday, February 13, 2020, 8:00 AM

Working within the context of the 10th Edition of the Guide for Plant Appraisal, this two day workshop gives an overview of the appraisal process and provides an opportunity to practice in the field. Participants will review common mistakes and refine their craft as appraising arborists. Participants will learn about key changes from the 9th to the 10th edition and apply the techniques in the field and in case studies. The first portion of the workshop is a lecture that discusses the primary components of the Trunk Formula Technique (TFT) and a short history of the changes made from the 9th Edition to the 10th Edition.  Participants then divide into groups and appraise several trees using TFT. The class will reconvene and discuss the results. The second day begins with an explanation of the concept of anchoring and how to evaluate the reliability, accuracy, and precision of data points. It explores methods of appraising partial loss, diminution of market value, percentage contribution, and net present value. Next, participants have an opportunity to reconcile different possible methods as they are applied to a given assignment. Participants, through a series of case studies, practice using the different appraisal methods and defending their conclusions. Schedule Location: Clackamas Community College, Environmental Learning Center - Lakeside Hall, 19600 Molalla Ave., Oregon City, OR 97045 DAY ONE - February 13, 8:00am - 4:00pm 7:30am: DOORS OPEN 8:00am-9:30am: INTRODUCTION TO APPRAISAL Uses for Appraisal Short history of appraisal Changes from the 9th to the 10th Terms and concepts in the 10th to more closely align with the appraisal industry Approaches for Appraisal Field Equipment for Appraisal Introduction to Appraisals for Insurance and Law Ethics in Appraisals 9:30-9:45am: 15-minute COFFEE BREAK 9:45-12:00pm: TRUNK FORMULA TECHNIQUE Trunk Area Unit Cost Condition Rating Functional and External Limitations 12:00am-12:30pm: LUNCH BREAK (lunch will be provided) 12:30pm – 2:45pm: FIELD WORKSHOP Practical application of classroom topics Group work - Measure and rate trees Independently appraise trees Discuss results as a group 2:45-3:00pm: 15-minute COFFEE BREAK 3:00-4:00pm: CONCLUSION Combine final results from each group Discuss lessons learned from field workshop 4:00pm: CEUs sign-in DAY TWO - February 14, 8:00am - 4:00pm 7:30am: DOORS OPEN 8:00am-9:30am: INTRODUCTION TO ANCHORING Importance of anchor values Credibility and relevance Defining the assignment Data collection 9:30-9:45am: 15-min COFFEE BREAK 9:45am-11:00am: COST APPROACH TO APPRAISAL Trunk Formula Technique Partial Losses Cost of Repair Cost Forwarding Discounted Cash Flow 11:00am-12:00pm: MARKET AND INCOME APPROACHES TO APPRAISAL Direct Sales Comparison Contributory Real Estate Value Direct Income Approach Net Present Value 12:00am-12:30pm: LUNCH BREAK 12:30pm-2:45pm CASE STUDIES AND GROUP DISCUSSION 2:45-3:00pm: 15-minute COFFEE BREAK 3:00-4:00pm: CASE STUDIES AND GROUP DISCUSSION 4:00pm: CEUs sign-in Instructor Terry Flanagan is a Board Certified Master Arborist as well as a Municipal Specialist and Tree Worker Specialist in Tree Climbing and Aerial Lift. He is also Tree Risk Assessment Qualified. Terry was one of the first to be BCMA certified and chaired the panel of experts that helped create the Tree Risk Assessment Qualification. He has been an instructor of the program since the beginning and serves as a mentor instructor for new instructors coming into the program. He also taught the Arboriculture class at Clackamas Community College for many years up until he assisted in creating a full degree program for Arboriculture at the college. He is the principal at Teragan & Associates, Inc. created in 2000 offering consulting for every aspect of arboriculture including risk assessment, plant appraisal, tree development plans, plant and landscape management plans as well as diagnosis for plant decline. He has served in many leadership roles for the local

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19600 Molalla Avenue
Oregon City, OR 97045

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