Establishment Period refers to the initial time period immediately after installation during which plants must be maintained to better ensure their success. The recommended time period varies in length depending on what is planted (seed, plugs, trees, etc.). The length of this period can also be affected by project goals and budgets. If a project is to be completed in phases, vegetative establishment may also be incorporate phasing. Temporary Covers (see below) can often provide interim stabilization between phases. It is critical to understand what maintenance is required during the Establishment Period. Specific considerations are unique to each site and should ask the following questions, at minimum:
There are many types of maintenance that can occur for each vegetative type, but not all are necessary or appropriate within each project’s goals and budget. A landscape architect, restoration specialist, or other trained professional can assist with determining appropriate maintenance tasks by vegetation type. Careful determination of tasks and timing at the planning stage can result in an efficient scope, budget, and execution.
Carefully evaluate the vegetation being established on the site, what the best practices for maintenance include, and how often those need to be included to establish a plan prior to installation. Some examples of considerations that would affect inspection and maintenance timing include seasonal rainfall, irrigation requirements, weeds and other vegetative pressures, heat and cold, aspect, and herbivory. The planned maintenance and maintenance staff should match the requirements of each vegetative type. Example: watering requirements for new trees can be in excess of 2” of water per week during the middle of the summer. Depending on timing, the required maintenance for irrigation alone may require multiple trips to a site each week and may require the use of a truck equipped with a water tank if irrigation water is not available on site.
Maintenance timing again should be based on the type of vegetation being established and the site conditions. Consider how often maintenance should occur, as determined in the previous step, and create a plan and schedule for the maintenance at the planning stage. Typical maintenance periods are daily, weekly, monthly during the growing season, annually, or otherwise. Additionally, it is important to understand how reporting will need to occur and what personnel should perform the reporting. Standard forms or checklists are a beneficial tool to have for reporting inspection and maintenance. A communication plan is also helpful in determining which personnel, how often, what methods to use, and contact information for maintenance coordination throughout the project.
It is important to consider the type of maintenance required throughout the design of the project. Specially trained or certified personnel such as arborists, herbicide/pesticide applicators, and prescribed burn managers may be appropriate depending on the vegetation and project goals. These requirements should be considered in evaluating and hiring contractors to perform maintenance.
What determines success varies by vegetation. For example, a successful sodded turfgrass area is very different from a successful native wetland planting. The time from installation to evaluation of success will vary as well by cover type. Proxy measures for evaluating success may be appropriate based on the evaluation period and timing.
Consider the project budget when evaluating the duration of maintenance, short- and long-term goals (e.g., number of plants in a selected area, no bare areas, etc.), number of planned maintenance site visits, creating a maintenance plan, reporting, and other site-specific needs when determining the cost of the maintenance. Ensure the project budget considers maintenance. A line-item for maintenance in the contract can ensure successful execution of vegetative establishment. Answering each of these and any other relevant questions The following are specific items to include in evaluating establishment maintenance needs and determining goals.
Temporary Cover Crops, or Temporary Covers, are vegetation established to provide temporary stabilization of sites and prevent erosion. This vegetation, usually seeded, has two main roles in stormwater management: protecting bare soil surfaces from erosion during the construction process; and protecting seeded surfaces post-construction during the establishment of permanent vegetative cover. Temporary Cover establishes rapidly, and the root structure provided is intended to firmly anchor the soil surface to prevent detachment and transport of sediment. Both short- and long-term considerations in selecting cover crops should consider seed type, location/aspect, slope, duration of cover, and how the cover will be applied. These considerations should also incorporate any sediment and erosion control measures, regulatory requirements, and any SWPPP plan requirements. Selected cover crop must specifically address the season installed. Oats are appropriate for installation during the spring and summer. Winter wheat is appropriate for installation during the fall for winter cover. Mn/DOT Seeding Manual has specific seed mix and rates for your goals. Cover crop needs to be reapplied every growing season. For example, cover seeded in the fall needs to be re-seeded in the spring on an active site or one that has not achieved final growth and cover requirements of final stabilization. Cover crop may need to be applied multiple times in phased projects. Depending on the duration of time between project phases, a permanent cover may be required for temporary stabilization. Consider this approach when the project earthwork spans multiple years or where there is one or more dormant seasons between phases. Reference the Site Stabilization section for additional discussion on Application of Temporary and Permanent Covers. Related Links:
Erosion and sediment control strategies ensure continued stormwater protection for the duration of the project. Erosion prevention practices and sediment control practices combine to protect the soil surface until cover has been established. Careful consideration of the following practices should be weighed against the site constraints and management goals in protection of establishing vegetation:
All vegetation used for erosion and sediment control should consider the length and phasing of the project, as well as any necessary operations and maintenance before, during, and after the project. Multiple applications of temporary cover may be necessary to provide interim site stabilization throughout the progress of the project.
Irrigation is the primary requirement that most vegetative operations and maintenance plans must focus on. The goal is to provide consistent plant-available soil moisture for the duration of the establishment period. Water need not be potable but should be clean and free of nutrients and pollutants. Initial irrigation requirements will be high but will lessen as the vegetation becomes established and well-rooted. Consider the following in establishing the operations and maintenance needs for irrigation (Convert the following into a table?):
BMPs can be categorized as online and offline. Online systems directly receive and control stormwater as part of a chain. Offline systems are adjacent to the main stormwater system, acting as a supplementary feature but do not directly affect the functioning of the whole system. [Insert diagrams here to show example offline and online BMPs] When practicable, designing offline BMPs affords vegetation a significant advantage in establishing outside of fluctuating stormwater levels. One full growing season offline is recommended. Irrigation must be considered when establishing vegetation in offline BMPs. Operation and maintenance should include consideration for connecting features after establishment. (Additional discussion about time BMPs should be offline and methods for doing so)
Temporary fencing serves two main functions in site vegetation establishment: (1) protecting vegetation from construction equipment and operations; and (2) protecting vegetation from herbivory. Temporary fencing can be categorized as tree (or vegetation) protection fencing, or animal exclusion fencing. Tree protection fencing is generally made of snow fence and metal t-stakes. This is to be installed as required to protect existing sensitive vegetation (usually trees) or new vegetation on the site. Operations and maintenance should consider when this is to be removed, generally at the end of the construction activities. Animal exclusion fencing is also generally composed of snow fence and/or silt fence and metal t-stakes. This also can incorporate a metal mesh such as hardware cloth when necessary for additional rodent protection. This is generally installed after vegetation has been installed but will remain in place for the duration of the establishment period after construction activities have been completed. Operations and maintenance should consider implementation and removal of animal exclusion fencing, as well as on-going inspection and repair to maintain an intact barrier. (Convert the following into a table?)
[Insert images of various types of animal exclusion fencing here for goose, deer, beaver, other rodents] [Insert chart for fencing types, min. recommended height of fence, materials, and duration to maintain fence for establishment] (Additional discussion about length of time fencing stays up, add to table)
Developing a vegetation management plan that addresses the identified operations and maintenance considerations is a critical item in a successful stormwater management project. Proper planning at the beginning of a project can save time and money over the life of the project. This section outlines some of the major considerations that need to be considered in developing restoration maintenance plan and considerations when designing stormwater BMPs. Typically, a Vegetation Management Plan will include:
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In the process of selecting vegetation, think through and address goals you would like to achieve in short and long term management of the BMP vegetation or within the whole project. These goals can vary widely, based on a number of different drivers. For example, your plant selection and management goals may be affected by regulatory requirements, as in the case of projects funded by Clean Water Act allocations. Some funding sources may even necessitate vegetation management for a set number of years as part of their requirements. Defining clear goals will assist you in selecting appropriate plants for your project. They will also help you consider longer term maintenance needs and allow you to plan for the commitment (financial and physical) that it will take to reach your desired goals.
Some typical goals may include the following items:
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In selecting vegetation for your project, it is important to determine the type and amount of management that will be required according to the defined vegetative management goals. Some questions you may ask in defining active management may include the following:
Ensure the Vegetation Management Plan addresses the active management requirements by pairing trained personnel and contractors to the site goals.
In the process of setting plant selection goals, you will also want to consider site context and stressors. These are additional factors that will influence the plants you choose to incorporate into your design. Site context and stressors should focus on the conditions that could negatively impact the vegetation you have selected for the BMP design. Potential considerations include:
When selecting plant material, you will want to have context surrounding the hydrologic conditions that your BMP is designed to accommodate. Too much or too little water can have a drastic and significant impact on plant survival and maintenance needs. Before plant selection you should understand how much, how often, and how long the BMP is designed to hold water. A Minimal Impact Design Standards (MIDS) best management practice (BMP) calculator was developed to assist designers and regulators in determining conformance to the MIDS performance goals The MIDS BMP calculator is a tool used to determine stormwater runoff volume and pollutant reduction capabilities of various low impact development (LID) BMPs. (Convert the following into a table?)
How Much – Bounce within BMP Water level will have a significant impact on the plant selection within the BMP. It is important to consider and select a plant that will be able to handle the hydraulic conditions in which it is planted. Before selecting a plant, you will want to know the location of the highwater or inundation level within your BMP. This will help you select plants that can either tolerate periods of time with inundated roots or plants that cannot. Other questions that might be helpful to ask when reviewing plant material for your BMP include:
How Long – Length of inundation In addition to understanding the highwater or inundation level of your BMP you will also want to understand the length of inundation. Length of inundation, or the given time in which your BMP is at a high-water level, will help you best determine what types of plants will best be suited to thrive within your BMP. It will also help you determine the successful locations for plants with regard to their ability to tolerate longer periods of inundation. Other questions that might be helpful to ask when reviewing plant material for your BMP include:
How Often - Duration between rain events Finally, it is important to understand how often rain events occur that will raise the water level of your BMP to a high-water level elevation. This will help narrow the choice of plant selection and help determine plant varieties that are best suited for to the BMP design. Questions that might be helpful to ask when reviewing plant material for your BMP include:
What types of plants will thrive within the given inundation period and an estimated duration between the next inundation period?
Soils affect stormwater and stormwater management in two ways.
The types of stormwater practices that can be implemented at a site are largely determined by soil conditions. Of particular importance are soil suitability for infiltration, suitability for implementing vegetated practices, and suitability for retaining pollutants. Understanding the type of soil on your BMP can help you to select plant material that will be best suited for your site.
To learn more about how soil can impact the vegetation on your site the overview and role of soil in stormwater management at the link below.
To better understand general information on soil and BMP design visit the link below
To gain a better understanding of soil bulk density and root growth base on soil texture visit the link below
To submit a soil test at the University of Minnesota visit the link below
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In the process of plant selection, you will want to consider the location of your BMP and the potential for excessive pollutants or nutrients to enter and potentially physically harming the vegetation in your design. Considerations include salt, sediment, trash.
Salt Vegetation can be negatively impacted by absorption of chloride through the plant roots, or from accumulating on the foliage and branches. The symptoms associated with salt impacts are similar to those of a drought; stunted growth, brown and falling leaves/needles, dying limbs, and premature plant depths (National Research Council, 1991). An estimated 365,000 tons of road salt is applied in the Twin Cities Metropolitan Area (TCMA) each year. The chloride in road salt flows into our lakes, streams, and groundwater, potentially harming our environment. Therefore, it is an important consideration when selecting plant material for a BMP.
Another consideration is the location of your BMP. How close are you to a source of chloride pollution? The effect of chloride on plants has been seen at distances of 100 to 650 feet off the road (Fischel, 2001). The level of chloride that must be reached before the plant is harmed depends on the type of vegetation. It may be helpful to consider salt tolerant plants depending upon the location and pollution loads expected in the BMP. (table regarding placement of BMP as it relates to salting, best practices?)
Sediment Sediment is composed of loose particles of sand, clay, silt, and other substances. It comes from eroding soil and runoff. Sediment contributes to turbidity — cloudy water that is harmful to fish and plant life — and, in large quantities, can fill in bodies of water. Much of the sediment in Minnesota lakes and rivers is contaminated by pollutants, particularly phosphorus. When factoring in sediment to vegetation design and management you will want to consider the overall goals of your BMP. What is the function or specific goal of the BMP and how can the vegetation selected help accomplish that goal? Specifically, if your BMP function is a sediment trap or basin what vegetation will best support the function of the specific BMP practice? To learn more about sediment traps and basins visit the link below:
Other considerations include the maintenance of your BMP. Sediment may build up over time and depending upon the function of your BMP sediment buildup may be a specific goal. Often vegetation can help reduce sediment loads and help deposited sediment out of water bodies. Maintenance may need to be performed to ensure the continued function of the BMP over time, as sediment is pulled from a water source and deposited within a BMP. Selection of plant material with this maintenance in mind can help reduce the cost, length, and effort involved to complete the required tasks. To learn more about sediment control corrective actions visit the link below.
Source: https://www.pca.state.mn.us/water/sediment
Trash
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In the process of plant selection, you will want to consider the location of your BMP for the potential for invasive species pressure. Invasive species can make long-term maintenance a challenge. Not only can it require more physical work it may also be challenging for maintenance crews to distinguish between invasive and native plants. When considering planting of your BMP it is important to understand the likelihood that you will be dealing with invasive species in your design. (Convert the following into a table?)
Invasive Seed bank In the design process it is important to note the existing vegetation in the location of your BMP. What plant currently live in and around the area? Seeds can lie dormant in soil for extended periods of time and create maintenance challenges if not properly thought through in the initial stages of a project.
Site Adjacency Invasive species can easily be transfer from one site to another, especially through water systems. Taking note of surrounding vegetation communities when selecting plants can help you design for easier long-term maintenance.
Maintenance In the process of plant selection and considering invasive species it is important to understand the client, owner, or caretakers’ ability to maintain for invasive species. If there is little to no maintenance planned for a project that has a high likelihood of invasive species pressure it might be useful to select plants that can compete with invading species. If you have a dedicated maintenance staff, you can start to learn to identify invasive species at the links below. Depending upon the BMP project, location, and likelihood of invasive maintenance required it may also be helpful to consult with a professional.
Learn more about identifying invasive species at the following links
When considering plant selection for long-term maintenance it is worth considering what types of human and herbivory pressure may be found at your site. Considerations may include: (Convert the following into a table?)
Site location Is it located within an a heavily trafficked area (humans or animals)?
BMP Design Function and Infrastructural Considerations
In consideration of plant material, you will want to investigate the infrastructural needs and design of your BMP. Placing a tree directly next to a stormwater catch basin would be a cause for future maintenance issues. Placement and vegetative growth of a selected plant should be taken into consideration in BMP design. Additionally, plant selection, placement, and growth should be taken into consideration when thinking about management activity and access needs to maintain the stormwater infrastructure. (Convert the following into a table?)
Changing Vegetation Microclimates When considering long-term planting success, you will want to consider the growth and life cycle of the plant material selected in your design. For example, a tree may be an excellent choice as a part of a BMP design but over time and with growth of the tree, it may easily shade plant material within the BMP. They shade from the tree could become a maintenance issue if other plant material was selected for full sun conditions. Actively planning for the growth and succession of plant material will strengthen the long-term maintenance success of the design and function of the BMP.
(To include high level planning cost consideration table?) Replacement of plants In the process of plant selection consideration should be taken over the lifecycle of the plant selected. (Convert the following into a table?)
In the process of investigating these questions a designer will be able to determine if the owner, client, or caretaker should prepare to replace a plant within a given time frame or if they will need to perform maintenance tasks to prevent the plant from spreading and taking over a given area.
Pruning of plants Pruning vegetation can be a helpful tool in long-term maintenance and can also be a consideration when selecting plant material. Pruning can act as a preventative measure for both insect and disease damage, maintain an intended purpose for specific plants in a landscape, and approve appearance of plants. When selecting vegetation, it will be helpful to consider the goals and needs of the project. Pruning can be an effective tool for trees and shrubs, and you will want to understand your specific project needs when considering plant material choices. Depending upon project specifics pruning may be a requirement. Pruning is also a maintenance task that will take place over multiple years and require some education for individuals performing the task. You will want to take these considerations into account when selecting types and quantities of plant material.
Removal of trash and sediment All landscape areas should remain as litter free as practicable. Understandable, some landscapes are designed to collect trash and allow it to be removed from landscapes. Determine the needs in your BMP to collect and remove trash that may build up overtime. When selecting plant material be aware of trash, debris, sediment, and other removal needs and how it may impact your planting choices and locations. Additional plantings or species succession (To include additional information regarding strategies for planting succession)
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A resilient planting design is a design that can withstand or recover from changing circumstances. When thinking about plant selection it is important consider serval aspects of a resilient design to ensure the continued success of a BMP design and function. When considering a resilient design, it is important to consider the climate change, pests and disease, and your maintenance needs on a project.
Climate change (plants that will adapt) Our climate is changing due to human impacts on the environment. Increased heat, drought, larger rain events, and changing winter conditions are all associated changes taking place with climate change. Planning for these changes within your plant selections will help reduce the amount and expense of maintenance needed on a project.
Heat
Drought
Larger rain events
Warmer winters
Pest and disease When selecting plant material, it is important to understand and consider what pests and diseases are associated with potential plant choices. Selection of a plant that has a known pest or disease moving through a given geographical area increase the risk and cost of future maintenance and or replacement of a given plant. It is important to understand the known pests and diseases that might have an impact in your site and given location. In a similar fashion, a planting design without diversity is more susceptible to pest and disease. Although a monoculture design may be easy to maintain it is also at a higher risk for concern if there is an associated health or climate adjustment that creates a problem for the given plant. Therefore, it is important to design with a diversity of plants and species to allow for a greater resistance to future health and climate changes.
Learn more about tree health, disease, and pests in Minnesota at the links below.
Design to maintain Design for budget Planning for a maintenance budget is a key part of a resilient design. Long-term maintenance can be expensive and challenging to sustain but is also crucial for a successful project. When selecting plant species, it is important to consider the funds and resources available to the owner, client, or caretaker to continually maintain the design. (To include high level planning cost consideration table?)
Bandwidth to maintain In line with designing for resilient budget it is important to design for the range of knowledge, time, and energy a maintenance crew will be able to provide on a specific site. Designing within a maintenance crews Bandwidth will allow for the continued success of a project. Considerations when selecting plant include: (Convert the following into a table?)