Wednesday, November 29

8:30 am–4:30 pm

Pre-Conference Workshop

The 10th Edition of the Guide for Plant Appraisal

Anticipating the release of the Guide for Plant Appraisal, 10th edition, sometime in 2018, take advantage of this full-day workshop taught by two members of the Council of Tree and Landscape Appraisers. Starting with appraisal concepts and the appraisal process, this session will focus on the cost approach—from field data collection to applying methods and techniques. Income and sales comparison approaches and methods will be discussed.

— James Clark, Ph.D, RCA #357, HortScience, Inc.
— E. Thomas Smiley, Ph.D., RCA #635, Bartlett Tree Research Laboratories
— Mark Duntemann, Natural Path Urban Forestry Consultants

8:30 am

Introduction and Overview of the Day

8:45 am

Appraisal Concepts

  • Price, cost, and value
  • Why is plant appraisal different?
  • Economic principles appropriate to plant appraisal
  • Selecting interest rates

9:15 am

Appraisal Process

  • Are you qualified?
  • Going from initial contact to identifying the appraisal problem
  • Assignment and scope of services

10:00 am

Data: Field Data Collection

  • Indoors. Review of field form

10:15 am


10:30 am

Data: Field Data Collection

  • Species ID, trunk diameter, condition (health, structure, form), placement

11:15 am

Income Sales Approaches

12 Noon


1:00 pm

Cost Approach

  • Methods: direct, functional replacement (replaces utility/benefits), reproduction (replaces plant)
  • Techniques: repair, cost forwarding, trunk formula
  • Depreciation: physical deterioration, functional limitations, external limitations
  • Field exercise: placement, limitations, function

3:00 pm


3:15 pm

Cost Approach

4:00 pm


  • Nomenclature
  • Depreciation
  • Cost vs. value
  • iTree and benefits
  • RPACs

4:30 pm


James Clark, Ph.D., RCA #357
HortScience, Inc.
Pleasanton, CA

Dr. Jim Clark has been a principal with HortScience, Inc. since 1991. He holds bachelor’s and master’s degrees from Rutgers University and a Ph.D. from the University of California, Davis.

Dr. Clark is co-author (with Nelda Matheny) of several prominent books, including Arboriculture—The Integrated Management of Landscape Trees, Shrubs and Vines (also with Dick Harris). He served on the ASCA board of directors from 2009 to 2013 and has been an instructor at the Consulting Academy since 2013. He is currently ASCA’s representative to, and chair of, the Council of Tree and Landscape Appraisers.

Dr. Clark is an ISA Certified Arborist (WE-0846), a Registered Consulting Arborist (#357), tree risk assessment qualified, and an Honorary Life Member of both ISA and the Western Chapter, as well as a self-described all-around good guy.

E. Thomas Smiley, Ph.D., RCA #635
Bartlett Tree Research Laboratories
Fort Mill, South Carolina

Dr. Tom Smiley is a senior arboricultural researcher at the Bartlett Tree Research Laboratories in Charlotte, North Carolina, and an adjunct professor of urban forestry at Clemson University.

Dr. Smiley is active in the arboriculture industry and has co-authored many of ISA’s Best Management Practices. His research has lead to improved methods of increasing sidewalk longevity near trees, protecting trees from lightning damage, improving tree root growth, and reducing tree risk.

Mark Duntemann
Natural Path Urban Forestry Consultants

Mark Duntemann is the owner of Natural Path Urban Forestry Consultants, a consulting business he started in 1988. He earned an M.S. in forestry, with an emphasis on urban forestry, from the University of Wisconsin–Madison and a B.S. in forestry from the University of Montana. Mark is an International Society of Arboriculture (ISA) Board-Certified Master Arborist (RM 131B) and an instructor for ISA’s (TRAQ) Tree Risk Assessment Qualification. In addition to his TRAQ qualification, he maintains a tree assessment certification from the UK-based Arboricultural Association and recently held the Quantified Tree Risk Assessment certification. Mark is the ISA representative to the seven-member Council of Tree and Landscape Appraisers, currently tasked with developing the 10th Edition of the Guide for Plant Appraisal. He received ISA’s True Professional Award in 2016.

Mark’s primary focus is on developing tree risk management policies for government agencies and private sector companies. He provides tree risk management guidance on projects in North and South America, Asia, and Europe. He presents internationally on the topics of tree risk and urban forestry policy development and is currently researching a book on tree risk management. Mark serves as an expert witness in numerous tree-related litigation cases and uses this experience to inform his perspective on tree risk.