TL;DR (generated, confidence: high)

Process for creating a tree inventory and plan for capital improvement projects, starting with a checklist review and downloading required worksheets to document tree protection, impacts, and preservation decisions.

Key points:

Review Checklist for Tree Plan Submittal – CIPs and Projects on City Property PDF before beginning work (Create a Tree Inventory and a Tree Plan ↗)
Download Tree Inventory Worksheet (Excel .xltm file requiring macros enabled) and Tree Inventory User Manual (Create a Tree Inventory and a Tree Plan ↗)
Tree Inventory Worksheet documents tree protection strategies, impacts, mitigation requirements, tree inventory, and preservation/removal decisions (Create a Tree Inventory and a Tree Plan ↗)
City tree inspector completes worksheet for standard projects; consulting arborist required for large-scale projects (Create a Tree Inventory and a Tree Plan ↗)
City tree inspector must agree with consulting arborist on excluding dead, dying, dangerous, or nuisance trees and changes to root protection zones (Create a Tree Inventory and a Tree Plan ↗)
Project narrative may be required to justify tree exemptions and root protection zone changes (Create a Tree Inventory and a Tree Plan ↗)

Entities: tool: Tree Inventory Worksheet | document: Tree Inventory User Manual | checklist: Checklist for Tree Plan Submittal – CIPs and Projects on City Property | role: City tree inspector · Consulting arborist | concept: Root protection zones

Create a Tree Inventory and a Tree Plan

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Source: Create a Tree Inventory and a Tree Plan ↗ Last modified: Sun, 19 Apr 2026 20:06:54 GMT

There are specific requirements for your Tree Plan. Begin by:

Review the Checklist for Tree Plan Submittal – CIPs and Projects on City Property PDF below to review requirements.
Download the Tree Inventory Worksheet and Tree Inventory User Manual

Tree Inventory Worksheet ↗
- (Note: Excel file, requires .xltm "Macros" enabled functions (versus .xls or .xlsx) file formats

Trees in your Tree Plan will also be in your Tree Inventory. The purpose of the Tree Inventory Worksheet is to:
1. Describe how preserved trees will be protected
2. Describe how those trees will be impacted
3. Detail the mitigation requirements for your project
4. Inventory all the applicable trees for your project
5. Indicate which trees will be preserved or removed

Sometimes, your project's City tree inspector will fill out this sheet. For large-scale projects, you may have to hire a consulting arborist. In that case, the consulting arborist fills out the tree inventory.

The City tree inspector must agree with the consulting arborist about excluding trees because they are dead, dying, dangerous or nuisance species trees. They must also agree about changes to root protection zones. You may need to provide a project narrative that justifies exemptions and changes.