HomeMy WebLinkAbout3001-5000 First Half1
From:Colunga-Lopez, Andrea
Sent:Monday, February 2, 2026 12:05 PM
To:CityClerk
Cc:Avakian, Greg; Hyfield, Devin; Honer-Hollstien, Lily; Harnett, Natalie; McDonald, Whitney; Tway,
Timothea (Timmi); Gault, Walter
Subject:02/03/2026 City Council Meeting - Agenda Correspondence, Item 5g, 5h & 7a
BCC: Agenda Correspondence Group
Hello,
Please see the agenda correspondence folder to read the submissions below, received for the February 3, 2026 City
Council Regular Meeting.
Item 5g – Review of a request to Remove one tree associated with the SLO Rep Theatre Project located at 614
Monterey Street
- Conlen
- Cooper
- Cotkin
- Badalamenti
Item 5h – Approve a Draft Letter to Legislators Regarding Diablo Canyon Power Plant
- Woodruff
Item 7a - Laguna Lake Golf Course Operations & Maintenance Overview Study Session
- Lawless
- Rutledge
- Orlando
- Robinson
- Burke
- Heptig
- O’Neil
- DeCosta
- Thorlakson
- Marin
- Grant
- Ion
- Borrow
- Walton, M.
- Cotta
- Segor
- Marie
- Fernandes
- SLO Tenants Union
- Morgan
- Hicks
- Christianson
- Ferguson
Best,
Andrea Colunga-Lopez
pronouns she/her/hers
Deputy City Clerk I
2
City Administration
E AColunga@slocity.org
T 805.781.7105
slocity.org
Stay connected with the City by signing up for e-notifications
3
From:Gault, Walter
Sent:Monday, February 2, 2026 12:01 PM
To:Cohen, Rachel
Subject:RE: Gault, Walter shared "Item 5g SLO Rep Theatre Tree Removal Request" with you
Yes, will do.
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Monday, February 2, 2026 11:49 AM
To: Gault, Walter <wgault@slocity.org>
Subject: RE: Gault, Walter shared "Item 5g SLO Rep Theatre Tree Removal Request" with you
Thank you Walter. Can you share this document with Tyler as well?
Thank you,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Gault, Walter <wgault@slocity.org>
Sent: Monday, February 2, 2026 11:35 AM
To: Cohen, Rachel <rcohen@slocity.org>
Subject: Gault, Walter shared "Item 5g SLO Rep Theatre Tree Removal Request" with you
4
Gault, Walter invited you to edit a file
Here's the document that Gault, Walter shared with you.
Item 5g SLO Rep Theatre Tree Removal Request
This invite will only work for you and people with existing access.
This email is generated through City of San Luis Obispo's use of Microsoft
365 and may contain content that is controlled by City of San Luis Obispo.
5
From:Michael Badalamenti <
Sent:Monday, February 2, 2026 10:56 AM
To:E-mail Council Website
Subject:SLO Rep Tree Removal Request should be denied
Dear Council Members,
I’m writing to respectfully urge you to reject SLO Rep’s application to remove the mature Coast Live Oak tree at
614 Monterey Street. As a city that prides itself on being tree-friendly, preserving this iconic tree aligns with San
Luis Obispo’s values and commitment to our urban canopy.
This oak tree is a vital asset, softening the harsh lines of the adjacent parking structure and theater site with its
natural beauty and ecological benefits. Replacing it with smaller trees, which would take decades to reach its
current size, is not a comparable solution. Instead, SLO Rep can and should be respectful to the site and
redesign their project to accommodate and protect this tree, ensuring it remains a part of our downtown
landscape.
Thank you for your time and consideration of this important matter. I appreciate your dedication to maintaining
the character and sustainability of our community.
Best regards,
Michael Badalamenti
6
From:Francis, Emily
Sent:Sunday, February 1, 2026 8:33 PM
To:George B. Cotkin
Subject:Re: Oak Tree
Hi George,
Thank you for taking the time to write in about the oak tree at the SLO REP theater site.
I wanted to let you know that the SLO REP theater was actually designed around that oak tree, and there were
never any plans to remove it. Unfortunately, the tree sustained damage that led to this request. The decision to
address the tree's condition was not made lightly, and I understand how disappointing this is for those of us who
value these natural landmarks in our community.
I'm grateful for your engagement on this issue.
Take care,
Emily
Emily Francis
pronouns she/her/hers
Council Member
Office of the City Council
990 Palm, San Luis Obispo, CA 93401-3249
E EFrancis@slocity.org
On Sun, Feb 01, 2026 at 3:31 PM, George B. Cotkin < wrote:
Greetings City Council,
Keep the oak tree.
It has roots there.
Demand that SLO REP
build around it.
Thank you.
Sincerely,
George Cotkin
7
(A SLO citizen who doesn't
particularly like trees, in
general!)
8
From:Shoresman, Michelle
Sent:Sunday, February 1, 2026 3:15 PM
To:Allan Cooper
Subject:RE: Letter To The SLO City Council
Thanks for the email Allan.
I will ask a few of these questions. However, my understanding from the staff report and accompanying documents is
that, SLO Rep and the design/build of the parking structure have already implemented significant efforts to retain and
save the tree, including actually designing both structures “around” the tree, and still in addition to the damage that
has already occurred to the root system, there will also be pruning and cutting of canopy to a level that the tree will
likely be unable to recover from.
That said, I am holding out hope for your idea of permeable sidewalk alternatives, etc., so we will see what staff says.
Thanks for writing in.
Michelle
From: Allan Cooper <
Sent: Sunday, February 1, 2026 3:05 PM
To: CityClerk <CityClerk@slocity.org>; E-mail Council Website <emailcouncil@slocity.org>
Subject: Letter To The SLO City Council
Dear City Clerk -
Would you kindly forward the letter attached below to the SLO City Council? This
letter pertains to their February 3, 2026 meeting when they have the opportunity to
review Consent Agenda Item 5G "Review of a Request to remove one tree
associated with the SLO Rep Theatre Project located at 614 Monterey Street".
We would also like this letter to be placed in the City's Correspondence File. Thank
you!
- Allan Cooper
9
From:Kevin Harris <kevinharris@slorep.org>
Sent:Thursday, January 29, 2026 10:22 AM
To:Gault, Walter
Subject:RE: TREE-0827-2025 (614 Monterey) Added to Council Agenda 2-3-26
Great- thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, January 29, 2026 10:20 AM
To: Kevin Harris <kevinharris@slorep.org>
Subject: RE: TREE-0827-2025 (614 Monterey) Added to Council Agenda 2-3-26
Hi Kevin,
Thank you for confirming your attendance. I would be prepared to answer question revolving around why/how did the
designers not think the tree would be impacted by the design and if/how the project could be designed around the
tree.
Best regards,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
10
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Kevin Harris <kevinharris@slorep.org>
Sent: Thursday, January 29, 2026 9:39 AM
To: Gault, Walter <wgault@slocity.org>
Subject: RE: TREE-0827-2025 (614 Monterey) Added to Council Agenda 2-3-26
Hi Walter,
Thanks for this email and for your voicemail- appreciate it!
I am planning on being at the meeting next Tuesday and will be able to speak for SLO REP team, including the architect, if
the item is pulled.
Anything else I should know? Thanks for your help throughout this process.
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, January 29, 2026 8:36 AM
To: kevinharris@slorep.org
Subject: TREE-0827-2025 (614 Monterey) Added to Council Agenda 2-3-26
Good morning Kevin,
I’m reaching out to let you know that your tree removal request has been added to the consent agenda of next City
Council Meeting on Tuesday February 3 at 5:30pm. https://pub-
slocity.escribemeetings.com/FileStream.ashx?DocumentId=23305
We have also received public comment regarding the request:
https://opengov.slocity.org/WebLink/DocView.aspx?id=220766&dbid=0&repo=CityClerk
11
Will you and or your architect Bryce be available to answer any questions. The item is on the consent agenda in if
pulled will be one of the first items of discussion.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
19
From:Cohen, Rachel
Sent:Thursday, January 29, 2026 9:44 AM
To:Gault, Walter; Tway, Timothea (Timmi); Corey, Tyler
Subject:RE: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
I’ll also add that Bob Hill will be at the meeting as well.
Cheers,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, January 29, 2026 9:41 AM
To: Cohen, Rachel <rcohen@slocity.org>; Tway, Timothea (Timmi) <TTway@slocity.org>; Corey, Tyler <tcorey@slocity.org>
Subject: RE: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
Hi All,
Kevin Harris of SLO Rep has confirmed he will be in attendance and can speak for the SLO Rep Team and the
architect if the item is pulled.
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Thursday, January 29, 2026 8:26 AM
To: Tway, Timothea (Timmi) <TTway@slocity.org>; Gault, Walter <wgault@slocity.org>; Corey, Tyler <tcorey@slocity.org>
Subject: RE: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
Hi Timmi-
We will confirm who from the applicant team will be in attendance.
20
Cheers,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Tway, Timothea (Timmi) <TTway@slocity.org>
Sent: Wednesday, January 28, 2026 6:56 PM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>; Corey, Tyler <tcorey@slocity.org>
Subject: Fw: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
HI team,
Correspondence received on tree item for next week. Who from the applicant team will be there to speak to
questions about design, etc?
Thanks!
T
From: Colunga-Lopez, Andrea <AColunga@slocity.org>
Sent: Wednesday, January 28, 2026 4:59:32 PM
To: CityClerk <CityClerk@slocity.org>
Cc: Avakian, Greg <gavakian@slocity.org>; Hyfield, Devin <DHyfield@slocity.org>; Honer-Hollstien, Lily <lhoner@slocity.org>;
Tway, Timothea (Timmi) <TTway@slocity.org>; Gault, Walter <wgault@slocity.org>
Subject: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
BCC: Agenda Correspondence Group
Hello,
Please see the agenda correspondence folder to read the submissions below, received for the February 3, 2026 City
Council Regular Meeting.
Item 5g – Review of a request to Remove one tree associated with the SLO Rep Theatre Project located at 614
Monterey Street
Evans, M.
Item 7a - Laguna Lake Golf Course Operations & Maintenance Overview Study Session
Evans, P.
Evans, M.
Patrick
DeLaby
21
Herlihy, M.
Zialcita
Herlihy, C.
Doell
Dressler
Shepherd (2)
Davis
Marsalek
Welch
Latta
Espy, L.
Espy, B.
Schmoll
Haring
Blackler
Thomas
Espy, M.
Best,
Andrea Colunga-Lopez
pronouns she/her/hers
Deputy City Clerk I
City Administration
E AColunga@slocity.org
T 805.781.7105
slocity.org
Stay connected with the City by signing up for e-notifications
22
From:Kevin Harris <kevinharris@slorep.org>
Sent:Thursday, January 29, 2026 9:39 AM
To:Gault, Walter
Subject:RE: TREE-0827-2025 (614 Monterey) Added to Council Agenda 2-3-26
Hi Walter,
Thanks for this email and for your voicemail- appreciate it!
I am planning on being at the meeting next Tuesday and will be able to speak for SLO REP team, including the architect, if
the item is pulled.
Anything else I should know? Thanks for your help throughout this process.
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the
Internet.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, January 29, 2026 8:36 AM
To: kevinharris@slorep.org
Subject: TREE-0827-2025 (614 Monterey) Added to Council Agenda 2-3-26
Good morning Kevin,
I’m reaching out to let you know that your tree removal request has been added to the consent agenda of next City
Council Meeting on Tuesday February 3 at 5:30pm. https://pub-
slocity.escribemeetings.com/FileStream.ashx?DocumentId=23305
We have also received public comment regarding the request:
https://opengov.slocity.org/WebLink/DocView.aspx?id=220766&dbid=0&repo=CityClerk
23
Will you and or your architect Bryce be available to answer any questions. The item is on the consent agenda in if
pulled will be one of the first items of discussion.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
24
From:Cohen, Rachel
Sent:Thursday, January 29, 2026 8:25 AM
To:Gault, Walter
Subject:FW: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
Hi Walter –
Can you reach out to Kevin and see if he and maybe his architect Bryce will be attending the City Council meeting
next week? Hopefully you have shared that the staff report is available for them to review online.
Thank you,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Tway, Timothea (Timmi) <TTway@slocity.org>
Sent: Wednesday, January 28, 2026 6:56 PM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>; Corey, Tyler <tcorey@slocity.org>
Subject: Fw: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
HI team,
Correspondence received on tree item for next week. Who from the applicant team will be there to speak to
questions about design, etc?
Thanks!
T
From: Colunga-Lopez, Andrea <AColunga@slocity.org>
Sent: Wednesday, January 28, 2026 4:59:32 PM
To: CityClerk <CityClerk@slocity.org>
Cc: Avakian, Greg <gavakian@slocity.org>; Hyfield, Devin <DHyfield@slocity.org>; Honer-Hollstien, Lily <lhoner@slocity.org>;
Tway, Timothea (Timmi) <TTway@slocity.org>; Gault, Walter <wgault@slocity.org>
Subject: 02/03/2026 City Council Meeting - Agenda Correspondence, Item 7a
BCC: Agenda Correspondence Group
Hello,
25
Please see the agenda correspondence folder to read the submissions below, received for the February 3, 2026 City
Council Regular Meeting.
Item 5g – Review of a request to Remove one tree associated with the SLO Rep Theatre Project located at 614
Monterey Street
Evans, M.
Item 7a - Laguna Lake Golf Course Operations & Maintenance Overview Study Session
Evans, P.
Evans, M.
Patrick
DeLaby
Herlihy, M.
Zialcita
Herlihy, C.
Doell
Dressler
Shepherd (2)
Davis
Marsalek
Welch
Latta
Espy, L.
Espy, B.
Schmoll
Haring
Blackler
Thomas
Espy, M.
Best,
Andrea Colunga-Lopez
pronouns she/her/hers
Deputy City Clerk I
City Administration
E AColunga@slocity.org
T 805.781.7105
slocity.org
Stay connected with the City by signing up for e-notifications
30
From:Colunga-Lopez, Andrea
Sent:Wednesday, January 28, 2026 4:58 PM
To:
Cc:CityClerk
Subject:RE: Public comment regarding Feb. 3 City Council meeting agenda 5g
Hi Meg,
Thank you for your input, it has been sent to the City Council members. It is now placed in the public archive for
upcoming meeting.
Best,
Andrea Colunga-Lopez
pronouns she/her/hers
Deputy City Clerk I
City Administration
E AColunga@slocity.org
T 805.781.7105
slocity.org
Stay connected with the City by signing up for e-notifications
From:
Sent: Tuesday, January 27, 2026 6:11 PM
To: E-mail Council Website <emailcouncil@slocity.org>
Subject: Public comment regarding Feb. 3 City Council meeting agenda 5g
Deny the request to remove the oak tree at 614 Monterey St.
Every other tree on that lot was removed and this one beautiful oak tree was to be protected per the plans. It is laughable
to read that it was ‘unknown’ that the root system of a tree this size and age would ‘reach beyond the drip line.’ I am sorry
to be snarky but the designers knew that tree was supposed to be retained and either someone fell down on the job when
it came to tree protection or the tree just doesn’t fit into the architects ‘vision’ for the site. Calling out a Coral tree as a
replacement for a California Live Oak makes me think it is the latter. The tree is still in fair condition and may still survive
and thrive- everything should be done to retain it per the original plans.
Thank you,
Meg Evans
31
103
From:Gault, Walter
Sent:Friday, January 23, 2026 1:46 PM
To:Cohen, Rachel
Subject:Gault, Walter shared "SLO Rep Theatre Tree Removal Request_Whitedit" with you
Gault, Walter invited you to edit a file
this has everyone's edits. I've transferred my previous responses over and
working on refining a response to one of scott's comments. whitney asked
for a link to a document--i could use your help with that or at least point me
in the right direction. thank you
SLO Rep Theatre Tree Removal Request_Whitedit
This invite will only work for you and people with existing access.
This email is generated through City of San Luis Obispo's use of Microsoft
365 and may contain content that is controlled by City of San Luis Obispo.
Share Open
119
From:Gault, Walter
Sent:Thursday, January 8, 2026 2:54 PM
To:Tway, Timothea (Timmi)
Cc:Cohen, Rachel
Subject:CC 2-3-26 614 Monterey SLOREP Oak Staff Report
Hi Timmi,
Here’s the folder and the staff report for your review. We are still waiting on comments/review from Sadie on
Final EIR Addendum and Bob on the Alternatives.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
slocity.org
Stay connected with the City by signing up for e-notifications
120
From:Tway, Timothea (Timmi)
Sent:Thursday, January 8, 2026 2:18 PM
To:Collins, Scott
Subject:FW: SLO Rep Tree Removal Request - Council Consent Item
Hi Scott,
Please see below for the agenda item we discussed this morning. Our (CDDs) understanding is that Bob and team
have discussed with Whitney, but we want to make sure that we are notifying you/Whitney, etc. prior to the tree being
noticed for removal for awareness,
Thanks,
Timmi
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Thursday, January 8, 2026 8:12 AM
To: Tway, Timothea (Timmi) <TTway@slocity.org>
Cc: Gault, Walter <wgault@slocity.org>
Subject: SLO Rep Tree Removal Request - Council Consent Item
Good morning Timmi-
As I reminder, staff has added a consent item for the 2/3/2026 Council Meeting regarding the requested removal of a
Coast Live Oak from the site of where the new SLO Rep Theatre is going to be constructed. Below is a snip of the
item on the Agenda Forecast. The tree removal notification sign will be posted at the site one week before the item
goes to Council.
Thank you,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
121
Stay connected with the City by signing up for e-notifications
123
From:Hill, Robert
Sent:Wednesday, January 7, 2026 2:20 PM
To:Gault, Walter
Subject:RE: SLOREP Oak Staff Report
Thanks, Walter! I won’t be able to look at it today, but I will definitely have time tomorrow. More soon…
From: Gault, Walter <wgault@slocity.org>
Sent: Wednesday, January 7, 2026 9:09 AM
To: Hill, Robert <rhill@slocity.org>
Subject: SLOREP Oak Staff Report
Good morning Bob,
Here’s the folder of documents for the SLO REP Oak Tree Removal Staff Report. Please take a look, edit and
comment.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
124
From:Gault, Walter
Sent:Monday, January 5, 2026 1:21 PM
To:Cohen, Rachel
Subject:Gault, Walter shared the folder "CC 2-3-26 614 Monterey SLOREP Oak" with you
Follow Up Flag:Follow up
Flag Status:Completed
Gault, Walter invited you to edit a folder
Here's the folder that Gault, Walter shared with you.
CC 2-3-26 614 Monterey SLOREP Oak
This invite will only work for you and people with existing access.
This email is generated through City of San Luis Obispo's use of Microsoft
365 and may contain content that is controlled by City of San Luis Obispo.
Share Open
125
From:Cohen, Rachel
Sent:Tuesday, October 28, 2025 11:15 AM
To:Hill, Robert; Gault, Walter
Subject:RE: Check-in on SLO REP Oak Tree
Works for me.
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, October 28, 2025 10:32 AM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Subject: RE: Check-in on SLO REP Oak Tree
Let’s go for 3-3:30. Callie’s meeting technically goes till 2:50.
From: Gault, Walter <wgault@slocity.org>
Sent: Tuesday, October 28, 2025 10:30 AM
To: Hill, Robert <rhill@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Subject: Re: Check-in on SLO REP Oak Tree
Hi Bob, I can do 2:30 or 3. I have another meeting at 3:30
*Sent from my iPhone. Please excuse brevity, spelling or grammar.
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, October 28, 2025 10:21:31 AM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Subject: New Time Proposed: Check-in on SLO REP Oak Tree
When: Wednesday, October 29, 2025 2:00 PM-2:25 PM.
Where: Microsoft Teams Meeting
Hi Walter and Rachel,
Any chance we can push this meeting back ½ hour or even better start at 3:00?
Callie has scheduled an Avila Ranch meeting with the developer and consultants at 2:00 tomorrow that is conflicting…
126
Thanks!
Bob
127
From:Emily <
Sent:Monday, October 20, 2025 11:06 AM
To:Gault, Walter
Subject:Re: SLO Rep Theater Courtyard Tree
Hi Walter,
Thank you so much for the explanation. It’s really too bad because it’s a beautiful tree and I think they had
hoped to keep it but should’ve done better in checking things out before design designs were finalized and
construction started. I know that’s the way it is sometimes.
Take good care happy Halloween and happy Thanksgiving!
Emily
To help protect your privacy, Microsoft Office prevented automatic download of
this picture from the Internet. 苪苩蔚蔛蔜蔞蔝옔옕옖옗옘옜옙옚옛
On Oct 20, 2025, at 9:10 AM, Gault, Walter <wgault@slocity.org> wrote:
Good morning Emily,
Thank you for reaching out about this. Unfortunately, it is so. The SLO Rep/Parking Garage project was
approved by City Council and any changes or new tree removals requested while the project is active,
must return to the approving authority (City Council). It is likely that the tree removal approval will be a
consent item on a Council Agenda.
This is another example, like 1422 Monterey, where sufficient due diligence was not performed during
the initial planning stages of the project. I advocated for a redesign of the theatre that reduced impacts
to the oak, but ultimately, it was decided that the theatre design as is was in the best interests of the
City.
There is a compensatory replanting plan 4 trees onsite as well as offsite replanting of 4 new street trees
at the corner of Nipomo and Palm by the high school.
Best regards,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
<image001.png>
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
128
From: Emily <
Sent: Friday, October 17, 2025 7:58 AM
To: Gault, Walter <wgault@slocity.org>
Subject: SLO Rep Theater Courtyard Tree
Good morning, Walter,
I just heard that there is a request to remove the large, beautiful oak on Nipomo Street that I have
long assumed would grace the courtyard of the new SLO Rep. I am hoping that you can say “it
ain’t so” or that the tree committee will be able to have a real voice in the decision.
Thanks,
Emily
<image002.png>
133
From:Hermann, Greg
Sent:Tuesday, October 14, 2025 3:35 PM
To:Hill, Robert
Subject:RE: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Thank you!
Greg
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, October 14, 2025 10:00 AM
To: Hermann, Greg <GHermann@slocity.org>
Subject: FW: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Keeping you in the loop…
From: Corey, Tyler <tcorey@slocity.org>
Sent: Tuesday, October 14, 2025 9:58 AM
To: McDonald, Whitney <WMcDonal@slocity.org>
Cc: Tway, Timothea (Timmi) <TTway@slocity.org>; Collins, Scott <SCollins@slocity.org>; Hill, Robert <rhill@slocity.org>;
Szentesi, Whit <wszentes@slocity.org>; Purrington, Teresa <TPurring@slocity.org>; Gault, Walter <wgault@slocity.org>; Cohen,
Rachel <rcohen@slocity.org>
Subject: RE: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Hi Whitney,
The subject tree removal can be put on consent at Council. We did a similar tree removal for the parking structure
back in April and it was on consent at Council per Chapter 12.24.090(F)(5) of the MC. This section states, “During
property development or construction, any tree that is requested to be removed that was not identified and approved
for removal by the authorized approving authority shall return to the authorized approving authority for approval prior
to removal.”
Tyler
From: McDonald, Whitney <WMcDonal@slocity.org>
Sent: Monday, October 13, 2025 3:02 PM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Cc: Tway, Timothea (Timmi) <TTway@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Collins, Scott <SCollins@slocity.org>; Hill,
Robert <rhill@slocity.org>; Szentesi, Whit <wszentes@slocity.org>; Purrington, Teresa <TPurring@slocity.org>
Subject: RE: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Hi team,
Quick question – Does this require a public hearing at Council or can it be on consent?
Copying Teresa for agenda forecast awareness.
Thanks much!
Whitney
134
Whitney McDonald
pronouns (she/hers)
City Manager
City Administration
990 Palm, San Luis Obispo, CA 93401-3934
E WMcDonal@slocity.org
T 805.781.7114
C 805.550.8349
slocity.org
Stay connected with the City by signing up for e-notifications
From: Gault, Walter <wgault@slocity.org>
Sent: Monday, October 13, 2025 9:24 AM
To: Cohen, Rachel <rcohen@slocity.org>
Cc: Tway, Timothea (Timmi) <TTway@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Collins, Scott <SCollins@slocity.org>;
McDonald, Whitney <WMcDonal@slocity.org>; Hill, Robert <rhill@slocity.org>; Szentesi, Whit <wszentes@slocity.org>
Subject: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Hi Rachel,
I have received a complete tree removal application requesting the removal of 1 48-inch Coast Live Oak at 614
Monterey St (TREE-0827-2025). Since this request must return to the original approving body (City Council), I wanted
to check-in on agenda timing before creating a public notice to post onsite. We might also want to consider making a
public announcements regarding the construction of the theatre and the removal request.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
slocity.org
Stay connected with the City by signing up for e-notifications
141
From:Hill, Robert
Sent:Monday, October 13, 2025 11:20 AM
To:Hermann, Greg
Subject:FW: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Attachments:SLO Rep - Arborist Report.pdf; SLO REP- Landscape Plan.pdf
FYI copy.
From: Gault, Walter <wgault@slocity.org>
Sent: Monday, October 13, 2025 9:24 AM
To: Cohen, Rachel <rcohen@slocity.org>
Cc: Tway, Timothea (Timmi) <TTway@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Collins, Scott <SCollins@slocity.org>;
McDonald, Whitney <WMcDonal@slocity.org>; Hill, Robert <rhill@slocity.org>; Szentesi, Whit <wszentes@slocity.org>
Subject: SLO REP Theatre Request to remove 48-inch Coast Live Oak
Hi Rachel,
I have received a complete tree removal application requesting the removal of 1 48-inch Coast Live Oak at 614
Monterey St (TREE-0827-2025). Since this request must return to the original approving body (City Council), I wanted
to check-in on agenda timing before creating a public notice to post onsite. We might also want to consider making a
public announcements regarding the construction of the theatre and the removal request.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
slocity.org
Stay connected with the City by signing up for e-notifications
(614 Monterey)APN#: 002-412-011
1343 Bishop Street, San Luis Obispo, CA 93401
Tel: 805 234 8760 - Email: rodney@heritagetreeconsulting.com
Date: July 7, 2025
To: Kevin Harris - Managing Artistic Director - SLOREP Theater – 888 Morro Street, San Luis Obispo
From: Rodney Thurman – Heritage Tree Arboricultural Consulting Inc.
Re: Construction impact analysis and tree protection report regarding one tree near the proposed
building site of a theater at 614 Monterey Street in the city of San Luis Obispo.
Mr. Harris,
Per your request, the following report is an assessment regarding the condition and potential for
protection of one (1) coast live oak (Quercus agrifolia) within or adjacent to the construction footprint
for your project.
Assignment
1. Assess health, construction impacts, feasibility of retention and tree protection needs
for all trees that may be impacted by construction of buildings, drainage or utility
installation.
2. Prepare written arborist report in accordance with City of San Luis Obispo’s municipal
code 12.24.090.D(2)(a) to include tree protection requirements according to the city
standard specifications (77-1.03A(2))s.
Summary
After careful review of the encroachments into the critical root zone of the subject tree, I have found
that the impacts will be too great to allow it to remain in a healthy state once construction has been
completed. I recommend the tree be removed and replaced. Replacements to mitigate the loss of the
tree is a minimum of 1:1 ratio, however the size quantity and species will be dictated by the City’s
authorized approving authority.
Introduction
The site is located at the north corner of Monterey and Nipomo Streets in San Luis Obispo. The
property’s former use was residential which included two homes occupying the space where the tree is
growing. The tree appeared to have been planted as a landscape tree in the front yard of the former 614
Monterey Street home.
Both homes at the site have been demolished and a new building for the SLO Repertory theater is
proposed to be built on the site.
2
The current plans show significant encroachment into the critical root zone (CRZ) of the tree as well as a
need for significant pruning to allow for construction of the new facility.
This report is based on the City of San Luis Obispo’s municipal code 12.24.090.D(2)(a) – Tree
Regulations. In accordance with the code, I have prepared the following:
An arborist report that identifies and discusses each tree within the development
footprint (including, but not limited to, structural development, grading, staging areas,
ground cover removal, changes in drainage patterns, and associated off-site
improvements) including those trees proposed for removal and those trees that will
remain.
Methodology
Tree Diameter Measurements
I measured each tree’s Diameter at Standard Height (DSH) at 4.5’ above ground with a diameter
tape. Per the International Society of Arboriculture’s (ISA) standard For multi-stem trees that
divided below 4.5’, I measured below the division at the narrowest point on the trunk.
If it was not possible to measure below the division, I measured each stem individually, then
squared the diameter of each stem. Finally, I summed the squared diameters and took the
square root of the sum to get the most accurate diameter of the tree. Diameters were rounded
up or down depending on fractions of inches. My measurements may be different than those
recorded by surveyors, but I assure you, they are correct. Typically, surveyors estimate trunk
diameter rather than hand measure.
All trees included in the inventory were numbered in the field with a metal tag that was nailed
to the trunk between 2 and 4 feet above ground.
Critical Root Zone (CRZ) Measurements
CRZs were determined by giving a radius of 1-foot per every inch of tree diameter. E.g., a 12-
inch diameter tree would have a 12-foot CRZ radius measured from the outside of the trunk or
at the dripline of the tree, whichever is greater.
Tree Protection Zone Measurements
Generally, TPZ distances followed the distances listed for CRZs. The exception is if there were
proposed tree-root encroachments into the CRZ of less than 25%. In most cases encroachments
of 25% or less were allowed unless the structure or health of the tree would be compromised.
Tree Condition Ratings
All trees in the inventory were given a condition rating. The rating was based on the health,
structure and presence of disease and insects. See the following definitions:
1. Dead = Severely declining or no foliage, large dead branches, decay cavities, loss of bark,
roots decayed or dead.
2. Very Poor = Evidence of multiple large past failures, advanced disease, uncontrollable
pest infestations or disease infection. Tree in severe decline.
3
3. Poor = Tree may be suppressed, drought stressed, or had at least 1 large branch failure.
Disease or pest infestations may be present. Can potentially be retained with attention
to mitigation pruning, cultural care changes, pest and disease control.
4. Fair = May have had minor past failures. Some pests or structural defects may be
present, small deadwood. Minor to moderate drought stress present. Defects may be
mitigated with pruning and pests can be controlled.
5. Good = A relatively healthy tree with minor to no structural defects with minimal to no
pest observed. Defects can be mitigated with pruning and pests can be controlled.
6. Very Good = Trees that have had professional arboricultural care. No structural defects,
disease or pests identified.
7. Excellent = Specimen tree with superior form, root structure and health. Tree has been
regularly cared for by professional arborists over its lifetime, E.g., estate or arboretum
tree.
Trees Assessed
On June 11, 2025 I assessed one (1) tree that was within or adjacent to construction impact zones.
The tree is plotted on the Root Encroachment Assessment sheet TPP 1 & 2 provided by Heritage Tree in
Appendix A and as Attachment 1 (in full scale format). For pictures of the tree, See Appendix B –
Photographs.
Tree Details, Health and Structure
The tree is a coast live oak (Quercus agrifolia) with a diameter of 48 inches and an approximate height of
45 feet. The canopy spread was approximately 38 feet southwest toward Nipomo Street, 42 feet
southeast toward Monterey Street, 30 feet northeast down Monterey Street toward the Mission Plaza
and 28 feet northwest toward the interior of the lot. Based on the diameter of the tree, I estimate it to
be 65 to 96 years old. See Appendix B - Photographs – Photos 1, 2 & 6.
Overall, I assigned a condition rating of FAIR to this tree. It appeared to be solidly rooted with no signs of
decay at the root crown. The trunk was also sound with no observable decay cavities. See Appendix B -
Photographs – Photo 8.
There was some minor evidence of insect frass (feces) in the crevices of the bark on the trunk. The frass
deposits were likely created by sycamore borers (Synanthedon resplendens). The insect is relatively
harmless. Its larvae mainly feeds on the outer bark of trees and rarely damages vascular tissue or live
wood.
At approximately 4.5’ above ground the trunk transitioned into two main scaffold branches. At the
transition there was an area of included bark (included bark occurs when two parts of a tree grow
parallel but do not completely bond together). The inclusion was minor but does indicate structural
weakness between the scaffolds. In terms of safety, the likelihood that the parts would fail is moderate.
A cabling system had been installed in the upper canopy between the scaffolds to mitigate the stress
being exerted at the included bark area. With the cabling system installed. The likelihood of the parts
failing would be reduced to low. See Appendix B - Photographs – Photos 8, 9 & 10.
4
The canopy had good form and was relatively symmetrical. There was evidence that maintenance
pruning had occurred over the life of the tree, with the last pruning likely taking place within the last 5
years.
The tree displayed good vigor and normal leaf size. No insects of concern were found on the foliage. See
Appendix B - Photographs – Photos 6 & 7.
I did note what appeared to be a minor bacterial wetwood infection on the southwest scaffold branch of
the tree. Bacterial wetwood infections are common and not typically considered a serious disease that
will kill a mature tree. The infection is indicated by oozing sap that has a fermented beer-like smell.
Often, infection appears at a wound caused by pruning, mechanical damage or boring insects. See
Appendix B - Photographs – Photo 12.
Assessment of Tree Impacts
When considering proposed impacts to a tree, two factors should be considered closely:
1. Loss of roots in the critical root zone.
2. Loss of live canopy.
CRZ Impact Assessment
The critical root zone or CRZ is the area of roots that are critical to the survival and stability of
the tree. There are several ways to determine CRZ’s but as pointed out in the methodology
section of this report, I used the method that gives a radius of 1-foot per every inch of tree
diameter.
The dripline extent is not the best way to consider the CRZ because roots, if unrestricted, can
grow far beyond the extent of the canopy in search of moisture and favorable conditions. Nelda
Matheny and James R. Clark, in their book Trees and Development: A Technical Guide to
Preservation of Trees During Land Development explains that “Tree roots extend far beyond the
crown and occupy from two to ten times the area beneath the canopy.”
Typically, the CRZ is circular in form and radiates out from the trunk of the tree. If we visualize
the circle as a pie chart and then deduct the areas of proposed impact/disturbance, the result is
the percentage of CRZ impact. A twenty-five (25) percent impact is the standard accepted
allowance of encroachment into a trees CRZ.
In this CRZ impact assessment I considered the proposed impacts from excavation for the
building footprint (including over-excavation for foundations) , utilities and drainage routes,
compaction for installation of hardscape features beneath the tree as well as disturbances
caused by installing landscape plant material. I did not include the area beyond the sidewalk
along Nipomo Street as CRZ because the compacted road base and associated asphalt would not
have been favorable to root growth and few roots would have been located in that area. See
Appendix B - Photographs – Photos 3,4 & 5 for view of assumed root encroachments when
considering over-excavation and allowances for building construction crew movement.
5
The total area of CRZ was 5,733 square feet. The area of disturbance was 5,439 square feet. The
total percentage of CRZ disturbance was 95%. Only 282 square feet would be preserved as
undisturbed in the scenario depicted in Appendix A - Critical Root Zone Encroachment
Assessment Drawings - TPP-1.
In the scenario depicted in Appendix A - TPP-2, the area of disturbance was calculated by
decreasing the compacted, decomposed granite (DG) around the tree. Still, the area of
disturbance was 4,929 square feet with 791 square feet being preserved. The overall gain in
undisturbed area was 9%. The total percentage of CRZ disturbance was 86%.
Either way we look at the disturbance from encroachments, the percentage well exceeds the
25% threshold. The loss of that quantity of critical roots would make the tree extremely
vulnerable to severe decline or death.
Canopy Impact Assessment
The tree’s canopy would need to be pruned to allow for construction of the building and to
provide for fire safety and prevention of pest intrusion. A 10 foot buffer from the finished walls
of the proposed building would need to be cleared to give sufficient clearance for scaffoldings to
be erected and machinery to operate. Longer term, the clearance would give adequate space for
fire safety as well as discourage pests from entering the building via the tree canopy.
In assessing clearance needs, pruning should be completed according to established pruning
standards set by the American National Standards Institute (ANSI A-300 guidance) for tree care.
Essentially, this means that branches shall be cut to lateral connections and made at the
appropriate location at the branch union rather than simply hedging back the branches with
indiscriminate cuts. The guidance also recommends limiting foliage removal to 25% of the total
tree in a single year.
When I assessed the pruning needs for this tree in terms of clearance to allow the construction
of the new building, the northwest, north and east side of the tree required pruning. Further
there were low growing branches on the west side of the tree that needed to be removed to
give clearance above the ground for delivery vehicles loading in to the theater. Overextended
branches growing over the street would also need to be reduced to lessen the stress being
exerted at the area of included bark at the two main scaffold attachments. All told, the
reduction of live canopy would be approximately 35%. While this percentage is not wildly above
the standard, it further impacts the tree’s ability to make and store energy. See Appendix B -
Photographs – Photos 1 & 2.
Combined Impact Assessment
Root disturbance is clearly the greatest impact to the tree and will be the most detrimental to its
health. Pruning on its own would not cause severe, adverse effects but combined with the root
impacts, would further contribute to the trees decline.
6
Discussion
It is critical that assessments of trees and their protection needs be initiated early in the design phase of
a project. The assessments should be completed by a qualified International Society of Arboriculture
(ISA) certified arborist.
Quality trees should be identified and tree root protection zones established based on ANSI A-300
standards and the International Society of Arboriculture Best Management Practices for Managing Trees
During Construction. Protecting the greatest amount of roots is the single best way to ensure the
highest likelihood of success for a tree after a project has been completed.
Early planning did not appear to have included an accurate assessment of root impacts. With critical
root zone encroachments adding up to 95% in the worst case and 86% in the best case, the severity of
construction impacts were not clearly understood.
The footprint of the building was the largest impact to the tree, but it was not the limit of construction
impacts. Hidden impacts such as over-excavation for foundations as well as buffer areas to allow
workers to move about and construct the project were not considered. Further, landscape features such
as sidewalks, compacted pathways and plantings beneath the trees canopy also contributed to the
impacts. An example of these hidden impacts are visible along the Monterey Street side of the tree. The
tree Protection Plan and Fine Grading Plan provided to me prescribed a tree protection zone distance of
approximately 16’ from the trunk of the tree on its Monterey Street side. At the time of my inspection,
grading for frontage improvements currently being constructed had encroached within 12’ of the trunk
of the tree.
Recommendations
As the building, hardscape and landscape design is currently drawn, it does not allow for adequate space
to protect the tree’s critical roots. Without sufficient roots to sustain the tree, it will not be a long term
viable feature to the project. Even if landscaping and hardscape were eliminated within the extent of
the tree canopy, the impacts from the building footprint would still be too great.
Unless the building footprint is redesigned to accommodate the tree more appropriately, I recommend
this tree be remove and replaced with a new tree that will have a mature size that will be proportionate
to the space.
Tree Removals
The City of San Luis Obispo’s municipal code Chapter 12.24 - Tree Regulations states that native trees
10” diameter and greater require a permit to remove. See mitigation section below for replanting
requirements.
Mitigation
Each regulated tree approved for removal must be mitigated 1:1 on site or 2:1 off site. The minimum
container size and trunk diameter shall be 15 gallon with diameters between 0.75" to 1.5". The tree shall
be planted and staked according to city engineering standards. See table below for specifications.
7
Container Size Trunk Diameter (inches)
15 gallon 0.75" to 1.5"
24” box 1.5" to 2.5"
36” box 2.5" to 3.5"
48” box 3.5" to 4.5"
I have recommend the removal of one (1) regulated tree, therefore one (1) mitigation tree shall be
planted on site or two (2) off site.
Considering the size and prominence of the tree I have recommended for removal. It would be more
appropriate to replant a larger container tree such as a 48” box size. Ultimately, the City has the final
approval regarding the quantity, size and species of the replacement tree(s).
Conclusion
As stated previously in this report, it is critical that assessments of trees and their protection needs be
initiated early in the design phase of a project. Protecting the greatest amount of roots is the single best
way to ensure the highest likelihood of success for a tree after a project has been completed.
With critical root zone encroachment adding up to 95% in the worst case and 86% in the best case, it
was apparent that construction impacts were not correctly factored into the plan.
When all was told, the impacts would be too great and outweighed the reasonability of retaining the
tree in a healthy state once the project was completed.
Respectfully Submitted,
Rodney D. Thurman
ISA Board Certified Master Arborist PN-2684BUM
ISA Municipal Specialist
ISA Utility Arborist
ISA Tree Risk Assessor Qualification
Appendices: CRZ encroachment assessment drawings, photographs
Attachments: CRZ encroachment assessment drawings
8
Appendix A – Root Encroachment Assessment
9
10
Appendix B – Photographs
Photo 1 – View northwest of tree from Monterey Street. White lines indicate location for
pruning cuts needed for building clearance on east side of tree & for delivery vehicle
clearance on west side of tree. Estimated total reduction of live canopy for all pruning
needs, including those shown in Photo 2, is approximately 35%.
83
11
Photo 2 – View northeast of tree. White lines indicate location for pruning cuts needed for
building clearance & to reduce stress in included bark area at scaffold attachments. Estimated
total reduction of live canopy for all pruning needs, including those shown in Photo 1, is
approximately 35%.
12
Photo 3 – View northeast of tree. In order to prepare the space for proposed
landscape features, significant soils disturbance, leveling, fill and compaction would be
required within the critical root zone. Encroachments from construction over-
excavation will come within approximately 15’ feet of northwest side of trunk , 22’ on
the southwest side of the trunk and within 15’ of the trunk. Encroachments have
already been made within 12’ of the trunk on the southeast side of the tree along
Monterey Street. Yellow dashed lines indicate approximate extent of encroachment.
13
Photo 4 – View southeast of tree. Construction encroachments will come within 22’ of west
side of tree. Yellow dashed line indicates approximate extent of encroachment.
14
Photo 5 – View northeast of tree, down Monterey Street. Street
improvements have encroached within 12’ of the tree’s trunk which is a 4’
intrusion into the tree protection zone that was to supposed to be established
prior to frontage improvement. Yellow dashed line indicates approximate
15
Photo 6 – Full view northwest of tree from Monterey Street. The canopy is vigorous, full and
dark green in color.
16
Photo 7 – Close view of example of foliage.
17
Photo 8 – View southwest of trunk of tree. No decay was detected
in root crown or trunk. An area of included bark, however, was
present at the connection of main scaffold branches to trunk of
tree. Arrow indicates location of included bark.
18
Photo 9 – Closer view of included bark area indicated by arrow.
19
Photo 10 – View southwest of tree with included bark area at
connection of main scaffold branches to trunk of tree. Arrow
indicates location of cabling system to give support to the two
sections of tree.
20
Photo 11 – Closer view of cabling system connected to scaffold
branches.
21
Photo 12– View of bleeding on scaffold branch.
1343 Bishop Street, San Luis Obispo, CA 93401
Tel: 805 234 8760 - Email: rodney@heritagetreeconsulting.com September 24, 2025
To: Walter Gault – City of San Luis Obispo Urban Forest Program Coordinator
From: Rodney Thurman – Heritage Tree Arboricultural Consulting Inc.
Mr. Gault,
In my capacity as project arborist for the San Luis Obispo Repertory Theater (SLO REP), I have prepared
the following memo to memorialize the mitigation tree planting agreement between the City of San Luis
Obispo and SLO REP, for the loss of trees at the new sight for SLO REP Theatre on Monterey Street in San
Luis Obispo, California.
• One (1) 38” diameter coast live oak – Quercus agrifolia has been proposed for removal
• One (1) 40” diameter African fern pine – Afrocarpus falcatus that has already removed at the
corner of Nipomo and Monterey Streets as part of the new parking structure street
improvements.
To compensate for the loss of the coast live oak SLO REP Theater, based on your guidance, proposes
replanting one (1) 48” to 60” box sized, Mandela’s Coral Tree - Erythrina afra in the same location. The
planting space shall be a 20’ x 20’ area of native soil that has been protected from compaction during
the construction stage of the development. No hardscape features are to be placed within the planting
area. See Mitigation Planting Plan provided by others for exact placement.
To compensate for the loss of the African fern pine, SLO REP Theater, based on your guidance, proposes
replanting one (1) 48” box sized Tipu Tree – Tipuana tipu at the corner of Nipomo and Monterey Streets
near where the fern pine once stood. The planting space shall be a 10’ x 10’ area of native soil that has
been protected from compaction during the construction stage of the development. No hardscape
features are to be placed within the planting area. See Mitigation Planting Plan provided by others for
exact placement.
As additional compensation for the loss of the aforementioned on-site trees, SLO Rep Theater, based on
your guidance, proposes replanting four (4) additional 24” box sized trees along Nipomo Street between
Palm and Peach Streets. The trees were chosen from the City’s Master Street Tree List. The selections
are two (2) Gold Medallion Trees – Cassia leptophylla and two (2) Morning Cloud Chitalpa trees –
Chitalpa tashkentensis ‘Morning Cloud’. See Mitigation Planting Plan provided by others for exact
placement.
2
Tree Planting
Planting of all trees both on and off-site shall be in accordance with city engineering standards.
On-site trees shall be planted during the landscape installation phase of the project. The trees shall be
established and maintained in accordance with the city’s standards for landscaping of newly constructed
properties.
Per your direction, a maintenance and establishment period of 5 years, from the time of planting, is
required by the city. If at any time during the 5 year establishment period, an on-site mitigation tree dies
for any reason, SLO Rep Theater shall be responsible for replacing that tree and establishing it for a
period of 5 years.
Water for the trees shall be supplied by an automatic irrigation system which shall be calibrated by a
professional installer, based on volume needed to establish the tree. Deep watering is preferred,
typically once per week, however, supplemental irrigation may need to be provided during the first few
months of establishment. SLO REP’s landscape contractor will responsible for monitoring irrigations
needs.
Off-site trees shall be planted as soon as possible and according to city engineering standards. All cost
for trees, maintenance and watering shall be the responsibility of SLO Rep Theater or their assigned
contractor. Per your direction, a maintenance and establishment period of 5 years, from the time of
planting, is required by the city. If at any time during the 5 year establishment period, an off-site
mitigation tree dies for any reason, SLO Rep Theater shall be responsible for replacing that tree and
establishing it for a period of 5 years.
To ensure the off-site street trees have the greatest chance of success, irrigation shall be provided once
per week between May 1st and October 31st of each required establishment year. Since there is no
irrigation infrastructure at the site, the water will be transported to the site by the contractor and water
will be applied by hand until soil around the root area is saturated to a depth of 24-inches
(approximately 10 gallons). The area shall also be kept weed free to reduce competition for water and
nutrient resources.
Thank you,
Rodney D. Thurman – Owner
ISA Board Certified Master Arborist PN-2684BUM
SLO Rep Offsite Mitigation Plantings
WATERING BAG SYSTEM SCHEMATIC DETAIL
DeWitt DEW Right Tree Watering Bag - 15gallon
A. WATERING BAG SHALL BE INSTALLED PER
MANUFACTURER RECOMENDATION.
B. THE WATERING BAG IS DESIGNED TO PROVIDE A DRIP
IRRIGATION SYSTEM DIRECTLY TO THE TREE ROOTS OVER
AN EXTENDED PERIODS OF TIME . THE BAG IS SELECTED
TO PREVENT WATER RUNOFF AND EVAPORATION.
C. ONE BAG SHALL FIT 3" DIA TREE
D.BAG IS TYPICALLY EMPTIED WITHIN 5-8HOURS
AND SHOULD BE REFILLED AT MINIMUNM ONCE EVERY
SEVEN DAYS .
A
June 30, 2026LICENSEDLANDSCAPEAR
C
HI
TECTC A L I F O R NIAOFETAT
S
LINDSAY A CORICANO. 6359
10/8/25
Signature
Expiration Date
Date
San Luis Obispo Repertory TheaterPLANTING PLANFIRMA CONSULTANTS, INC
Landscape Architecture
Planning
Environmental Studies
Principal: Lindsay Corica ASLA
CA Registration No. 6359
Phone: 805.781.9800
PO BOX 4404
San Luis Obispo, CA 93403
firmaconsultants.com
REVISIONPROJECT:JOB NO:22044
PLAN CHECK:
SHEET
L3.0Monterey StreetSan Luis Obispo, CADATE
firma
SHEET TITLE:LAST MODIFIED:10/8/25OFF SITE MITIGATION2CAS LEP
24"B
1CHI TAK
24"B
1CHI TAK
24"B
June 30, 2026LICENSEDLANDSCAPEAR
C
HI
TECTC A L I F O R NIAOFETAT
S
LINDSAY A CORICANO. 6359
10/8/25
Signature
Expiration Date
Date
San Luis Obispo RepertoryTheaterFIRMA CONSULTANTS, INC
Landscape Architecture
Planning
Environmental Studies
Principal: Lindsay Corica ASLA
CA Registration No. 6359
Phone: 805.781.9800
PO BOX 4404
San Luis Obispo, CA 93403
firmaconsultants.com
REVISIONPROJECT:JOB NO:22044
PLAN CHECK:
SHEET
L3.1
DATE
firma
SHEET TITLE:LAST MODIFIED:10/8/25
10'0
SCALE: 1" = 10'-0"
50'10'20'40'
NORTH
LOCATION MAP NIPOMO STREET SAN LUIS OBISPO
source: City of SLO Parcel Viewer
PROPOSED TREE
PLANTING AREA
NIPOMO STREET
PROJECT
SITE
P A L M S T R E E T N I P O M O S T R E E T
MONTEREY STPALM
NI
P
OMO
S
T
MISSION PREP
HIGH SCHOOL
SPORTS FIELDS NORTHBARK MULCH,
TYPICAL
DRB DRB DRB DRB
++++
PERFORMANCE SPECIFICATION: OFF SITE MITIGATION TREES
(1) TREE ESTABLISHMENT PERIOD SHALL BE FIVE YEARS.
(2) REFER TO ARBORIST LETTER DATED Sept 24, 2025
(3)IRRIGATE TREE MANUALLY, AT WEEKLY INTERVAL MAY THROUGH OCTOBER
(4) SLO REP THEATER IS RESPONSIBLE FOR IRRIGATION AND ESTABLISHMENT OF PROPSOED TREES
ANY DEAD TREE SHALL BE REPLACED BY SLO REP.
(5) LANDSCAPE ARCHITECT, PROJECT MANAGER OR CITY ARBORIST SHALL REVIEW TREES AT TIME OF
INSTALLATION AND PROVIDE A LETTER TO CITY REGARDING THE COMMENCEMENT OF ESTABLISHMENT PERIOD
(6) ONGOING MONITORING SHALL BE CONDUCTED BY SLO REP THEATER
+
OFF SITE MITIGATION PLANTING
PLANT LIST
ID SIZE BOTANICAL NAME COMMON NAME QUANTITY
TREES
CAS LEP 24"B CASSIA LEPTOPHYLLA GOLD MEDALLION TREE 2
CHI TAK 24"B CHITALPA TASHKENTENSIS 'MORNING CLOUD'MORNING CLOUD CHITALPA 2
MULCH APPLY 3" MINIMUM LAYER BARK MULCH AREA UNDER TREE (3FT X 6FT MIN)
WATERING BAG INSTALL PER MANUFACTURER RECCOMENDATION (4 TOTAL)
DRB DEEP ROOT BARRIER REQUIRED. INSTALL PER DETAILS
IRRIGATION DETAILS
FOR REFERENE ONLY
NOTE:
ON-SITE MITIGATION TREES SHALL BE IRRIGATED AUTOMATICALLY VIA DEEP ROOT
WATERING SYSTEM (DETAIL 24 BELOW)
OFF-SITE MITIGATION TREES SHALL BE WATERED MANUALLY BY SLO REP.
CONTRACTOR SHALL APPLY ORGANIC AND INORGANIC FERTILIZER PER DETAIL 40 BELOW
DEEP ROOT BARRIERS REQUIRED FOR ALL OFF-SITE TREES, DETAIL 42 BELOW.
142
From:Gault, Walter
Sent:Monday, October 13, 2025 9:24 AM
To:Cohen, Rachel
Cc:Tway, Timothea (Timmi); Corey, Tyler; Collins, Scott; McDonald, Whitney; Hill, Robert; Szentesi,
Whit
Subject:SLO REP Theatre Request to remove 48-inch Coast Live Oak
Attachments:SLO Rep - Arborist Report.pdf; SLO REP- Landscape Plan.pdf
Follow Up Flag:Follow up
Flag Status:Flagged
Hi Rachel,
I have received a complete tree removal application requesting the removal of 1 48-inch Coast Live Oak at 614
Monterey St (TREE-0827-2025). Since this request must return to the original approving body (City Council), I wanted
to check-in on agenda timing before creating a public notice to post onsite. We might also want to consider making a
public announcements regarding the construction of the theatre and the removal request.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
slocity.org
Stay connected with the City by signing up for e-notifications
143
From:lindsay@firmaconsultants.com
Sent:Friday, October 10, 2025 11:35 AM
To:Kevin Harris; Rodney Thurman; Gault, Walter; Tyler Benson
Cc:Hill, Robert; Bryce Engstrom
Subject:Re: DRAFT APPLICATION/PACKET
Attachments:Firma_SLOREP_CD_TreeMitigation_v1.pdf
Hi All,
Attached is the updated Landscape Plans with the proposed Mitigation Trees on-site and offsite, also revised to remove Geijera
species, addition of Markhanima tree.
Thank you Walter and Rodney for your assistance to formulate the plan. It is disheartening to loose the historic oak, however
these vibrant flowering trees will liven up the streetscape for decades to come!
Sincerely,
Lindsay Corica
Firma Consultants, Inc.
Landscape Architects | Planning | Environmental Studies
office: 805.781.9800 | http://www.firmaconsultants.com
From: Kevin Harris <kevinharris@slorep.org>
Date: Friday, October 10, 2025 at 9:35 AM
To: Rodney Thurman <rodney@heritagetreeconsulting.com>, Gault, Walter <wgault@slocity.org>, Tyler Benson
<tyler@weareedwards.com>
Cc: Hill, Robert <rhill@slocity.org>, Bryce Engstrom <brycethearchitect@gmail.com>, lindsay@firmaconsultants.com
<lindsay@firmaconsultants.com>
Subject: RE: DRAFT APPLICATION/PACKET
Thanks, Rodney! Appreciate it!
Kevin Harris
(he/him/his)
Managing Artistic Director
www.slorep.org
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
144
From: Rodney Thurman <rodney@heritagetreeconsulting.com>
Sent: Friday, October 10, 2025 6:26 AM
To: Kevin Harris <kevinharris@slorep.org>; Gault, Walter <wgault@slocity.org>; Tyler Benson <tyler@weareedwards.com>
Cc: Hill, Robert <rhill@slocity.org>; Bryce Engstrom <brycethearchitect@gmail.com>; lindsay@firmaconsultants.com
Subject: Re: DRAFT APPLICATION/PACKET
Hello Kevin- we are all good on species for mitigation. Lindsay just needs to make the change on general
landscape
Get Outlook for iOS
From: Kevin Harris <kevinharris@slorep.org>
Sent: Thursday, October 9, 2025 10:24:38 AM
To: Gault, Walter <wgault@slocity.org>; Tyler Benson <tyler@weareedwards.com>
Cc: Hill, Robert <rhill@slocity.org>; Bryce Engstrom <brycethearchitect@gmail.com>; Rodney Thurman
<rodney@heritagetreeconsulting.com>; lindsay@firmaconsultants.com <lindsay@firmaconsultants.com>
Subject: RE: DRAFT APPLICATION/PACKET
Thanks, everyone- so is that Lindsay, or Rodney, or both? When can we get the updated materials so we can submit? Sorry
for the confusion , everyone!
Thank you for catching that, Walt, before we submitted!
Kevin Harris
(he/him/his)
Managing Artistic Director
www.slorep.org
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, October 9, 2025 10:11 AM
To: Tyler Benson <tyler@weareedwards.com>; Kevin Harris <kevinharris@slorep.org>
Cc: Hill, Robert <rhill@slocity.org>; Bryce Engstrom <brycethearchitect@gmail.com>
Subject: RE: DRAFT APPLICATION/PACKET
Thank you Tyler. That is correct. Landscape plan for BLDG-2740-2024 and this tree removal application do need to
match.
Walter Gault
Urban Forestry Program Coordinator / City Arborist
145
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Tyler Benson <tyler@weareedwards.com>
Sent: Thursday, October 9, 2025 10:01 AM
To: Kevin Harris <kevinharris@slorep.org>
Cc: Gault, Walter <wgault@slocity.org>; Hill, Robert <rhill@slocity.org>; Bryce Engstrom <brycethearchitect@gmail.com>
Subject: Re: DRAFT APPLICATION/PACKET
All,
I believe Walter is referring to the original plan check comment below....this item would need to be addressed
on the updated landscape planting plan.
146
Tyler Benson
VP, Preconstruction | Operations
tyler@weareedwards.com | 805-748-8210
Edwards Construction Group
991 Bennett Ave.
Arroyo Grande, CA 93420
805-335-1161
www.WeAreEdwards.com
On Thu, Oct 9, 2025 at 9:20 AM Kevin Harris <kevinharris@slorep.org> wrote:
Thanks, Walter!
Rodney/Tyler/Lindsay: I shared the draft app/packet with Walter and Bob- please see comment from Walter below:
Thank you for this update. I had asked the Geijera parvifolia be replaced in some earlier building permit
review comments—I see that that species is still on the plans—please provide a replacement.
Rodney/Tyler, does this comment make sense to you? (This is all out of wheelhouse, for sure.) If so, how soon can we get
updated materials (or just an appendix doc) that clearly lists the replacement so I can submit the app/packet?
Thanks! Rodney, feel free to reach out to Walt directly if you have any questions, and please keep me posted- we’d love
to get this ball rolling ASAP.
Thanks, everyone!
Kevin Harris
(he/him/his)
Managing Artistic Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, October 9, 2025 9:14 AM
To: Kevin Harris <kevinharris@slorep.org>; Hill, Robert <rhill@slocity.org>
Cc: Tyler Benson <tyler@weareedwards.com>; Bryce Engstrom <brycethearchitect@gmail.com>
Subject: RE: DRAFT APPLICATION/PACKET
Good morning Kevin,
147
Thank you for this update. I had asked the Geijera parvifolia be replaced in some earlier building permit review
comments—I see that that species is still on the plans—please provide a replacement.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Kevin Harris <kevinharris@slorep.org>
Sent: Thursday, October 9, 2025 9:07 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Cc: Tyler Benson <tyler@weareedwards.com>; Bryce Engstrom <brycethearchitect@gmail.com>
Subject: DRAFT APPLICATION/PACKET
Hey Bob and Walt,
Thanks again for your help through this process. Our landscaping engineer was able to provide the new drawings/plan to
support our replacement plans a day early, so I thought I would forward our draft app/packet to you for review before
submitting it this afternoon. Bob, I’ll give you a call soon to figure out how to get your signature.
Please let me know if we’re missing anything- thanks!
Kevin Harris
(he/him/his)
Managing Artistic Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
148
From:Kevin Harris <kevinharris@slorep.org>
Sent:Thursday, October 9, 2025 9:19 AM
To:Gault, Walter; Hill, Robert
Cc:Tyler Benson; Bryce Engstrom
Subject:RE: DRAFT APPLICATION/PACKET
Attachments:SLO REP- TREE REMOVAL-REPLACEMENT APPLICATION- 10.8.pdf
Importance:High
Thanks, Walter!
Rodney/Tyler/Lindsay: I shared the draft app/packet with Walter and Bob- please see comment from Walter below:
Thank you for this update. I had asked the Geijera parvifolia be replaced in some earlier building permit
review comments—I see that that species is still on the plans—please provide a replacement.
Rodney/Tyler, does this comment make sense to you? (This is all out of wheelhouse, for sure.) If so, how soon can we get
updated materials (or just an appendix doc) that clearly lists the replacement so I can submit the app/packet?
Thanks! Rodney, feel free to reach out to Walt directly if you have any questions, and please keep me posted- we’d love to
get this ball rolling ASAP.
Thanks, everyone!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
From: Gault, Walter <wgault@slocity.org>
Sent: Thursday, October 9, 2025 9:14 AM
To: Kevin Harris <kevinharris@slorep.org>; Hill, Robert <rhill@slocity.org>
149
Cc: Tyler Benson <tyler@weareedwards.com>; Bryce Engstrom <brycethearchitect@gmail.com>
Subject: RE: DRAFT APPLICATION/PACKET
Good morning Kevin,
Thank you for this update. I had asked the Geijera parvifolia be replaced in some earlier building permit review
comments—I see that that species is still on the plans—please provide a replacement.
Thank you,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Kevin Harris <kevinharris@slorep.org>
Sent: Thursday, October 9, 2025 9:07 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Cc: Tyler Benson <tyler@weareedwards.com>; Bryce Engstrom <brycethearchitect@gmail.com>
Subject: DRAFT APPLICATION/PACKET
Hey Bob and Walt,
Thanks again for your help through this process. Our landscaping engineer was able to provide the new drawings/plan to
support our replacement plans a day early, so I thought I would forward our draft app/packet to you for review before
submitting it this afternoon. Bob, I’ll give you a call soon to figure out how to get your signature.
Please let me know if we’re missing anything- thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
150
156
From:Kevin Harris <kevinharris@slorep.org>
Sent:Thursday, September 25, 2025 8:46 AM
To:Hill, Robert; Gault, Walter; Tyler Benson; Bryce Engstrom; Rodney Thurman
Subject:TREE REMOVAL APP (without FIRMA plans) 9.25
Attachments:SLO REP- TREE REMOVAL-REPLACEMENT APPLICATION- NO FIRMA 9.25.pdf
Hi everyone,
Thanks so much for all of your help getting this together over the last two weeks. I’m attaching the current TREE REMOVAL
APP/PACKAGE we’ve compiled. As you know, we’ve forwarded the replanting analysis/materials from Rodney to our
Landscape engineers (FIRMA) and they are planning on getting us new drawings for the onsite tree replacements by 10/9,
but I thought that I would forward what we currently have now for review.
Please let me know if anything is incorrect.
BOB, page 2 of the application has signature fields for the Property Owner and Permission to Access Property. I seem to
remember getting a City signature in those fields for the first tree removal a few years back, but I’m not sure. Please let me
know whose signature I need there, if any.
Thanks, all!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the
Internet.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
(614 Monterey)APN#: 002-412-011
1343 Bishop Street, San Luis Obispo, CA 93401
Tel: 805 234 8760 - Email: rodney@heritagetreeconsulting.com
Date: July 7, 2025
To: Kevin Harris - Managing Artistic Director - SLOREP Theater – 888 Morro Street, San Luis Obispo
From: Rodney Thurman – Heritage Tree Arboricultural Consulting Inc.
Re: Construction impact analysis and tree protection report regarding one tree near the proposed
building site of a theater at 614 Monterey Street in the city of San Luis Obispo.
Mr. Harris,
Per your request, the following report is an assessment regarding the condition and potential for
protection of one (1) coast live oak (Quercus agrifolia) within or adjacent to the construction footprint
for your project.
Assignment
1. Assess health, construction impacts, feasibility of retention and tree protection needs
for all trees that may be impacted by construction of buildings, drainage or utility
installation.
2. Prepare written arborist report in accordance with City of San Luis Obispo’s municipal
code 12.24.090.D(2)(a) to include tree protection requirements according to the city
standard specifications (77-1.03A(2))s.
Summary
After careful review of the encroachments into the critical root zone of the subject tree, I have found
that the impacts will be too great to allow it to remain in a healthy state once construction has been
completed. I recommend the tree be removed and replaced. Replacements to mitigate the loss of the
tree is a minimum of 1:1 ratio, however the size quantity and species will be dictated by the City’s
authorized approving authority.
Introduction
The site is located at the north corner of Monterey and Nipomo Streets in San Luis Obispo. The
property’s former use was residential which included two homes occupying the space where the tree is
growing. The tree appeared to have been planted as a landscape tree in the front yard of the former 614
Monterey Street home.
Both homes at the site have been demolished and a new building for the SLO Repertory theater is
proposed to be built on the site.
2
The current plans show significant encroachment into the critical root zone (CRZ) of the tree as well as a
need for significant pruning to allow for construction of the new facility.
This report is based on the City of San Luis Obispo’s municipal code 12.24.090.D(2)(a) – Tree
Regulations. In accordance with the code, I have prepared the following:
An arborist report that identifies and discusses each tree within the development
footprint (including, but not limited to, structural development, grading, staging areas,
ground cover removal, changes in drainage patterns, and associated off-site
improvements) including those trees proposed for removal and those trees that will
remain.
Methodology
Tree Diameter Measurements
I measured each tree’s Diameter at Standard Height (DSH) at 4.5’ above ground with a diameter
tape. Per the International Society of Arboriculture’s (ISA) standard For multi-stem trees that
divided below 4.5’, I measured below the division at the narrowest point on the trunk.
If it was not possible to measure below the division, I measured each stem individually, then
squared the diameter of each stem. Finally, I summed the squared diameters and took the
square root of the sum to get the most accurate diameter of the tree. Diameters were rounded
up or down depending on fractions of inches. My measurements may be different than those
recorded by surveyors, but I assure you, they are correct. Typically, surveyors estimate trunk
diameter rather than hand measure.
All trees included in the inventory were numbered in the field with a metal tag that was nailed
to the trunk between 2 and 4 feet above ground.
Critical Root Zone (CRZ) Measurements
CRZs were determined by giving a radius of 1-foot per every inch of tree diameter. E.g., a 12-
inch diameter tree would have a 12-foot CRZ radius measured from the outside of the trunk or
at the dripline of the tree, whichever is greater.
Tree Protection Zone Measurements
Generally, TPZ distances followed the distances listed for CRZs. The exception is if there were
proposed tree-root encroachments into the CRZ of less than 25%. In most cases encroachments
of 25% or less were allowed unless the structure or health of the tree would be compromised.
Tree Condition Ratings
All trees in the inventory were given a condition rating. The rating was based on the health,
structure and presence of disease and insects. See the following definitions:
1. Dead = Severely declining or no foliage, large dead branches, decay cavities, loss of bark,
roots decayed or dead.
2. Very Poor = Evidence of multiple large past failures, advanced disease, uncontrollable
pest infestations or disease infection. Tree in severe decline.
3
3. Poor = Tree may be suppressed, drought stressed, or had at least 1 large branch failure.
Disease or pest infestations may be present. Can potentially be retained with attention
to mitigation pruning, cultural care changes, pest and disease control.
4. Fair = May have had minor past failures. Some pests or structural defects may be
present, small deadwood. Minor to moderate drought stress present. Defects may be
mitigated with pruning and pests can be controlled.
5. Good = A relatively healthy tree with minor to no structural defects with minimal to no
pest observed. Defects can be mitigated with pruning and pests can be controlled.
6. Very Good = Trees that have had professional arboricultural care. No structural defects,
disease or pests identified.
7. Excellent = Specimen tree with superior form, root structure and health. Tree has been
regularly cared for by professional arborists over its lifetime, E.g., estate or arboretum
tree.
Trees Assessed
On June 11, 2025 I assessed one (1) tree that was within or adjacent to construction impact zones.
The tree is plotted on the Root Encroachment Assessment sheet TPP 1 & 2 provided by Heritage Tree in
Appendix A and as Attachment 1 (in full scale format). For pictures of the tree, See Appendix B –
Photographs.
Tree Details, Health and Structure
The tree is a coast live oak (Quercus agrifolia) with a diameter of 48 inches and an approximate height of
45 feet. The canopy spread was approximately 38 feet southwest toward Nipomo Street, 42 feet
southeast toward Monterey Street, 30 feet northeast down Monterey Street toward the Mission Plaza
and 28 feet northwest toward the interior of the lot. Based on the diameter of the tree, I estimate it to
be 65 to 96 years old. See Appendix B - Photographs – Photos 1, 2 & 6.
Overall, I assigned a condition rating of FAIR to this tree. It appeared to be solidly rooted with no signs of
decay at the root crown. The trunk was also sound with no observable decay cavities. See Appendix B -
Photographs – Photo 8.
There was some minor evidence of insect frass (feces) in the crevices of the bark on the trunk. The frass
deposits were likely created by sycamore borers (Synanthedon resplendens). The insect is relatively
harmless. Its larvae mainly feeds on the outer bark of trees and rarely damages vascular tissue or live
wood.
At approximately 4.5’ above ground the trunk transitioned into two main scaffold branches. At the
transition there was an area of included bark (included bark occurs when two parts of a tree grow
parallel but do not completely bond together). The inclusion was minor but does indicate structural
weakness between the scaffolds. In terms of safety, the likelihood that the parts would fail is moderate.
A cabling system had been installed in the upper canopy between the scaffolds to mitigate the stress
being exerted at the included bark area. With the cabling system installed. The likelihood of the parts
failing would be reduced to low. See Appendix B - Photographs – Photos 8, 9 & 10.
4
The canopy had good form and was relatively symmetrical. There was evidence that maintenance
pruning had occurred over the life of the tree, with the last pruning likely taking place within the last 5
years.
The tree displayed good vigor and normal leaf size. No insects of concern were found on the foliage. See
Appendix B - Photographs – Photos 6 & 7.
I did note what appeared to be a minor bacterial wetwood infection on the southwest scaffold branch of
the tree. Bacterial wetwood infections are common and not typically considered a serious disease that
will kill a mature tree. The infection is indicated by oozing sap that has a fermented beer-like smell.
Often, infection appears at a wound caused by pruning, mechanical damage or boring insects. See
Appendix B - Photographs – Photo 12.
Assessment of Tree Impacts
When considering proposed impacts to a tree, two factors should be considered closely:
1. Loss of roots in the critical root zone.
2. Loss of live canopy.
CRZ Impact Assessment
The critical root zone or CRZ is the area of roots that are critical to the survival and stability of
the tree. There are several ways to determine CRZ’s but as pointed out in the methodology
section of this report, I used the method that gives a radius of 1-foot per every inch of tree
diameter.
The dripline extent is not the best way to consider the CRZ because roots, if unrestricted, can
grow far beyond the extent of the canopy in search of moisture and favorable conditions. Nelda
Matheny and James R. Clark, in their book Trees and Development: A Technical Guide to
Preservation of Trees During Land Development explains that “Tree roots extend far beyond the
crown and occupy from two to ten times the area beneath the canopy.”
Typically, the CRZ is circular in form and radiates out from the trunk of the tree. If we visualize
the circle as a pie chart and then deduct the areas of proposed impact/disturbance, the result is
the percentage of CRZ impact. A twenty-five (25) percent impact is the standard accepted
allowance of encroachment into a trees CRZ.
In this CRZ impact assessment I considered the proposed impacts from excavation for the
building footprint (including over-excavation for foundations) , utilities and drainage routes,
compaction for installation of hardscape features beneath the tree as well as disturbances
caused by installing landscape plant material. I did not include the area beyond the sidewalk
along Nipomo Street as CRZ because the compacted road base and associated asphalt would not
have been favorable to root growth and few roots would have been located in that area. See
Appendix B - Photographs – Photos 3,4 & 5 for view of assumed root encroachments when
considering over-excavation and allowances for building construction crew movement.
5
The total area of CRZ was 5,733 square feet. The area of disturbance was 5,439 square feet. The
total percentage of CRZ disturbance was 95%. Only 282 square feet would be preserved as
undisturbed in the scenario depicted in Appendix A - Critical Root Zone Encroachment
Assessment Drawings - TPP-1.
In the scenario depicted in Appendix A - TPP-2, the area of disturbance was calculated by
decreasing the compacted, decomposed granite (DG) around the tree. Still, the area of
disturbance was 4,929 square feet with 791 square feet being preserved. The overall gain in
undisturbed area was 9%. The total percentage of CRZ disturbance was 86%.
Either way we look at the disturbance from encroachments, the percentage well exceeds the
25% threshold. The loss of that quantity of critical roots would make the tree extremely
vulnerable to severe decline or death.
Canopy Impact Assessment
The tree’s canopy would need to be pruned to allow for construction of the building and to
provide for fire safety and prevention of pest intrusion. A 10 foot buffer from the finished walls
of the proposed building would need to be cleared to give sufficient clearance for scaffoldings to
be erected and machinery to operate. Longer term, the clearance would give adequate space for
fire safety as well as discourage pests from entering the building via the tree canopy.
In assessing clearance needs, pruning should be completed according to established pruning
standards set by the American National Standards Institute (ANSI A-300 guidance) for tree care.
Essentially, this means that branches shall be cut to lateral connections and made at the
appropriate location at the branch union rather than simply hedging back the branches with
indiscriminate cuts. The guidance also recommends limiting foliage removal to 25% of the total
tree in a single year.
When I assessed the pruning needs for this tree in terms of clearance to allow the construction
of the new building, the northwest, north and east side of the tree required pruning. Further
there were low growing branches on the west side of the tree that needed to be removed to
give clearance above the ground for delivery vehicles loading in to the theater. Overextended
branches growing over the street would also need to be reduced to lessen the stress being
exerted at the area of included bark at the two main scaffold attachments. All told, the
reduction of live canopy would be approximately 35%. While this percentage is not wildly above
the standard, it further impacts the tree’s ability to make and store energy. See Appendix B -
Photographs – Photos 1 & 2.
Combined Impact Assessment
Root disturbance is clearly the greatest impact to the tree and will be the most detrimental to its
health. Pruning on its own would not cause severe, adverse effects but combined with the root
impacts, would further contribute to the trees decline.
6
Discussion
It is critical that assessments of trees and their protection needs be initiated early in the design phase of
a project. The assessments should be completed by a qualified International Society of Arboriculture
(ISA) certified arborist.
Quality trees should be identified and tree root protection zones established based on ANSI A-300
standards and the International Society of Arboriculture Best Management Practices for Managing Trees
During Construction. Protecting the greatest amount of roots is the single best way to ensure the
highest likelihood of success for a tree after a project has been completed.
Early planning did not appear to have included an accurate assessment of root impacts. With critical
root zone encroachments adding up to 95% in the worst case and 86% in the best case, the severity of
construction impacts were not clearly understood.
The footprint of the building was the largest impact to the tree, but it was not the limit of construction
impacts. Hidden impacts such as over-excavation for foundations as well as buffer areas to allow
workers to move about and construct the project were not considered. Further, landscape features such
as sidewalks, compacted pathways and plantings beneath the trees canopy also contributed to the
impacts. An example of these hidden impacts are visible along the Monterey Street side of the tree. The
tree Protection Plan and Fine Grading Plan provided to me prescribed a tree protection zone distance of
approximately 16’ from the trunk of the tree on its Monterey Street side. At the time of my inspection,
grading for frontage improvements currently being constructed had encroached within 12’ of the trunk
of the tree.
Recommendations
As the building, hardscape and landscape design is currently drawn, it does not allow for adequate space
to protect the tree’s critical roots. Without sufficient roots to sustain the tree, it will not be a long term
viable feature to the project. Even if landscaping and hardscape were eliminated within the extent of
the tree canopy, the impacts from the building footprint would still be too great.
Unless the building footprint is redesigned to accommodate the tree more appropriately, I recommend
this tree be remove and replaced with a new tree that will have a mature size that will be proportionate
to the space.
Tree Removals
The City of San Luis Obispo’s municipal code Chapter 12.24 - Tree Regulations states that native trees
10” diameter and greater require a permit to remove. See mitigation section below for replanting
requirements.
Mitigation
Each regulated tree approved for removal must be mitigated 1:1 on site or 2:1 off site. The minimum
container size and trunk diameter shall be 15 gallon with diameters between 0.75" to 1.5". The tree shall
be planted and staked according to city engineering standards. See table below for specifications.
7
Container Size Trunk Diameter (inches)
15 gallon 0.75" to 1.5"
24” box 1.5" to 2.5"
36” box 2.5" to 3.5"
48” box 3.5" to 4.5"
I have recommend the removal of one (1) regulated tree, therefore one (1) mitigation tree shall be
planted on site or two (2) off site.
Considering the size and prominence of the tree I have recommended for removal. It would be more
appropriate to replant a larger container tree such as a 48” box size. Ultimately, the City has the final
approval regarding the quantity, size and species of the replacement tree(s).
Conclusion
As stated previously in this report, it is critical that assessments of trees and their protection needs be
initiated early in the design phase of a project. Protecting the greatest amount of roots is the single best
way to ensure the highest likelihood of success for a tree after a project has been completed.
With critical root zone encroachment adding up to 95% in the worst case and 86% in the best case, it
was apparent that construction impacts were not correctly factored into the plan.
When all was told, the impacts would be too great and outweighed the reasonability of retaining the
tree in a healthy state once the project was completed.
Respectfully Submitted,
Rodney D. Thurman
ISA Board Certified Master Arborist PN-2684BUM
ISA Municipal Specialist
ISA Utility Arborist
ISA Tree Risk Assessor Qualification
Appendices: CRZ encroachment assessment drawings, photographs
Attachments: CRZ encroachment assessment drawings
8
Appendix A – Root Encroachment Assessment
9
10
Appendix B – Photographs
Photo 1 – View northwest of tree from Monterey Street. White lines indicate location for
pruning cuts needed for building clearance on east side of tree & for delivery vehicle
clearance on west side of tree. Estimated total reduction of live canopy for all pruning
needs, including those shown in Photo 2, is approximately 35%.
83
11
Photo 2 – View northeast of tree. White lines indicate location for pruning cuts needed for
building clearance & to reduce stress in included bark area at scaffold attachments. Estimated
total reduction of live canopy for all pruning needs, including those shown in Photo 1, is
approximately 35%.
12
Photo 3 – View northeast of tree. In order to prepare the space for proposed
landscape features, significant soils disturbance, leveling, fill and compaction would be
required within the critical root zone. Encroachments from construction over-
excavation will come within approximately 15’ feet of northwest side of trunk , 22’ on
the southwest side of the trunk and within 15’ of the trunk. Encroachments have
already been made within 12’ of the trunk on the southeast side of the tree along
Monterey Street. Yellow dashed lines indicate approximate extent of encroachment.
13
Photo 4 – View southeast of tree. Construction encroachments will come within 22’ of west
side of tree. Yellow dashed line indicates approximate extent of encroachment.
14
Photo 5 – View northeast of tree, down Monterey Street. Street
improvements have encroached within 12’ of the tree’s trunk which is a 4’
intrusion into the tree protection zone that was to supposed to be established
prior to frontage improvement. Yellow dashed line indicates approximate
15
Photo 6 – Full view northwest of tree from Monterey Street. The canopy is vigorous, full and
dark green in color.
16
Photo 7 – Close view of example of foliage.
17
Photo 8 – View southwest of trunk of tree. No decay was detected
in root crown or trunk. An area of included bark, however, was
present at the connection of main scaffold branches to trunk of
tree. Arrow indicates location of included bark.
18
Photo 9 – Closer view of included bark area indicated by arrow.
19
Photo 10 – View southwest of tree with included bark area at
connection of main scaffold branches to trunk of tree. Arrow
indicates location of cabling system to give support to the two
sections of tree.
20
Photo 11 – Closer view of cabling system connected to scaffold
branches.
21
Photo 12– View of bleeding on scaffold branch.
1343 Bishop Street, San Luis Obispo, CA 93401
Tel: 805 234 8760 - Email: rodney@heritagetreeconsulting.com September 24, 2025
To: Walter Gault – City of San Luis Obispo Urban Forest Program Coordinator
From: Rodney Thurman – Heritage Tree Arboricultural Consulting Inc.
Mr. Gault,
In my capacity as project arborist for the San Luis Obispo Repertory Theater (SLO REP), I have prepared
the following memo to memorialize the mitigation tree planting agreement between the City of San Luis
Obispo and SLO REP, for the loss of trees at the new sight for SLO REP Theatre on Monterey Street in San
Luis Obispo, California.
• One (1) 38” diameter coast live oak – Quercus agrifolia has been proposed for removal
• One (1) 40” diameter African fern pine – Afrocarpus falcatus that has already removed at the
corner of Nipomo and Monterey Streets as part of the new parking structure street
improvements.
To compensate for the loss of the coast live oak SLO REP Theater, based on your guidance, proposes
replanting one (1) 48” to 60” box sized, Mandela’s Coral Tree - Erythrina afra in the same location. The
planting space shall be a 20’ x 20’ area of native soil that has been protected from compaction during
the construction stage of the development. No hardscape features are to be placed within the planting
area. See Mitigation Planting Plan provided by others for exact placement.
To compensate for the loss of the African fern pine, SLO REP Theater, based on your guidance, proposes
replanting one (1) 48” box sized Tipu Tree – Tipuana tipu at the corner of Nipomo and Monterey Streets
near where the fern pine once stood. The planting space shall be a 10’ x 10’ area of native soil that has
been protected from compaction during the construction stage of the development. No hardscape
features are to be placed within the planting area. See Mitigation Planting Plan provided by others for
exact placement.
As additional compensation for the loss of the aforementioned on-site trees, SLO Rep Theater, based on
your guidance, proposes replanting four (4) additional 24” box sized trees along Nipomo Street between
Palm and Peach Streets. The trees were chosen from the City’s Master Street Tree List. The selections
are two (2) Gold Medallion Trees – Cassia leptophylla and two (2) Morning Cloud Chitalpa trees –
Chitalpa tashkentensis ‘Morning Cloud’. See Mitigation Planting Plan provided by others for exact
placement.
2
Tree Planting
Planting of all trees both on and off-site shall be in accordance with city engineering standards.
On-site trees shall be planted during the landscape installation phase of the project. The trees shall be
established and maintained in accordance with the city’s standards for landscaping of newly constructed
properties.
Per your direction, a maintenance and establishment period of 5 years, from the time of planting, is
required by the city. If at any time during the 5 year establishment period, an on-site mitigation tree dies
for any reason, SLO Rep Theater shall be responsible for replacing that tree and establishing it for a
period of 5 years.
Water for the trees shall be supplied by an automatic irrigation system which shall be calibrated by a
professional installer, based on volume needed to establish the tree. Deep watering is preferred,
typically once per week, however, supplemental irrigation may need to be provided during the first few
months of establishment. SLO REP’s landscape contractor will responsible for monitoring irrigations
needs.
Off-site trees shall be planted as soon as possible and according to city engineering standards. All cost
for trees, maintenance and watering shall be the responsibility of SLO Rep Theater or their assigned
contractor. Per your direction, a maintenance and establishment period of 5 years, from the time of
planting, is required by the city. If at any time during the 5 year establishment period, an off-site
mitigation tree dies for any reason, SLO Rep Theater shall be responsible for replacing that tree and
establishing it for a period of 5 years.
To ensure the off-site street trees have the greatest chance of success, irrigation shall be provided once
per week between May 1st and October 31st of each required establishment year. Since there is no
irrigation infrastructure at the site, the water will be transported to the site by the contractor and water
will be applied by hand until soil around the root area is saturated to a depth of 24-inches
(approximately 10 gallons). The area shall also be kept weed free to reduce competition for water and
nutrient resources.
Thank you,
Rodney D. Thurman – Owner
ISA Board Certified Master Arborist PN-2684BUM
SLO Rep Offsite Mitigation Plantings
157
From:Rodney Thurman <rodney@heritagetreeconsulting.com>
Sent:Wednesday, September 17, 2025 9:19 AM
To:Gault, Walter
Cc:Kevin Harris; Tyler Benson; Bryce Engstrom; Hill, Robert
Subject:Re: SLO Rep Tree Replacements
Thanks for the clarification, Walter. A bit of a telephone game here with Bob Hill's input. Let's make sure we are
all on the same page.
I will work with the SLO Rep to get a planting plan together.
Essentially, we will plan to plant two trees on site according to your recommendations.
on site -1 Tipuana Tipu per previous direction 36" box
on site - 1 Engleman oak or similar 48" box or greater
o I am concerned about acorn litter in this area considering the hardscape and pedestrian
walkways even with an expanded planting footprint. Are you open to other species besides oaks?
off-site - 2 street trees (24" box) to be planted with 5 years of establishment maintenance and watering
by SLO rep or their contractor.
Thank you,
Rodney D. Thurman - Owner
ISA Board Certified Master Arborist #PN2684BUM
ISA Tree Risk Assessment Qualification (TRAQ)
Phone: 805 234 8760
From: Gault, Walter <wgault@slocity.org>
Sent: Tuesday, September 16, 2025 4:03 PM
To: Rodney Thurman <rodney@heritagetreeconsulting.com>
Subject: RE: SLO Rep Tree Replacements
Good Afternoon Rodney,
Thank you for your inquiry. It sounds like you may be receiving my comments 2 nd hand—here are the pertinent ones
from my review of BLDG-2740-2025 (614 Monterey St):
Adjust plans to reflect removal of the 40-inch DBH Podocarpus on the corner of Monterey and Nipomo.
This tree removal was approved with a compensatory replacement of (1) 36-inch box Tipuana Tipu.
Please update landscaping plan with the new compensatory tree.
The impacts to the 36-inch Coast Live Oak near the theatre entrance are significant and according to
the arborist report it cannot be retained. The landscaping plan should be adjusted to provide enough
158
space that is free of compaction that the replacement tree can attain a large mature size. Consider a
specimen tree like the Engelmann Oak in a 48-box box or larger. In addition, an offsite compensatory
planting plan will be required to approve the tree removal. The compensatory planting plan will require
5 years of establishment maintenance and watering. Please schedule a time with City Staff to discuss
offsite compensatory planting plan.
There is an existing landscaping plan that was submitted and there appears to be little room for additional trees (other
than the 2 listed above) onsite. City Staff has discussed the matter and would to receive an offsite compensatory
replanting plan in addition to the onsite.
At the corner of Palm and Nipomo, there appears to be a location in between 2 guy wires. There is at
least one (1) stump from a mature tree (vacant site) next to a struggling black acacia. Another tree
could also be planted between it and the camphor. It would be good to plant on either side of the black
acacia to establish canopy in advance of its likely removal in the future. Those are three (3) potential
locations, close to the site.
Best regards,
Walter Gault
Urban Forestry Program Coordinator / City Arborist
Community Development
919 Palm St, San Luis Obispo, CA 93401-3218
E wgault@slocity.org
T 805.781.7578
From: Rodney Thurman <rodney@heritagetreeconsulting.com>
Sent: Friday, September 12, 2025 11:50 AM
To: Gault, Walter <wgault@slocity.org>
Subject: SLO Rep Tree Replacements
Hello Walter,
I just met with the SLO Rep team and discussed the oak tree removal application and tree replacement plan.
I hear that you want a 48" box tree to replace the oak as well as two other trees to be planted on site to
compensate for loss of trees removed earlier in the project. Are 24" box trees acceptable for the other two
trees?
I will also be working on a list of tree species that will work in the area, but also would like any input from you.
Please let me know if there are any species you prefer.
Thank you,
Rodney D. Thurman - Owner
ISA Board Certified Master Arborist #PN2684BUM
ISA Tree Risk Assessment Qualification (TRAQ)
Phone: 805 234 8760
159
164
From:Kevin Harris <kevinharris@slorep.org>
Sent:Tuesday, September 2, 2025 1:52 PM
To:Hill, Robert
Subject:RE: SLO REP TREE NUMBERS
Perfect- thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, September 2, 2025 1:50 PM
To: Kevin Harris <kevinharris@slorep.org>
Subject: RE: SLO REP TREE NUMBERS
No problem! 11:30 AM invite for tomorrow just sent. Talk soon.
From: Kevin Harris <kevinharris@slorep.org>
Sent: Tuesday, September 2, 2025 12:11 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: SLO REP TREE NUMBERS
BOB! My afternoon filled up! Can we do tomorrow any time between 10-12? Appreciate it!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
165
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, September 2, 2025 12:06 PM
To: Kevin Harris <kevinharris@slorep.org>
Subject: RE: SLO REP TREE NUMBERS
Hi Kevin,
I hope move-in went well. Go Aggies!
I am open at 3:15 today. I will send an invite in a moment.
Thanks!
Bob
From: Kevin Harris <kevinharris@slorep.org>
Sent: Friday, August 29, 2025 12:03 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: SLO REP TREE NUMBERS
Hi Bob!
I’m getting back into town Monday night. Can we jump on a quick call on Tuesday? I have a couple of questions before our
team jumps full force into this tree removal application. Shouldn’t take more than 10 minutes.
I’m free between 2:00 PM-3:30 on the afternoon on the 2nd. Just let me know. Thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
166
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, August 27, 2025 11:22 AM
To: Kevin Harris <kevinharris@slorep.org>
Subject: RE: SLO REP TREE NUMBERS
Hi Kevin,
Thanks again for working with your design team to give us a ballpark sense for the ways the oak tree situation affects
the project.
As a beginning basic step, you’ll need to submit a tree removal application along with all the documents requested on
the form (photos, arborist report, and a compensatory replanting plan). I have spoken more with the City Arborist,
Walter Gault, and we have some ideas for tree replacement that we can share, but you’ll also need to consult with
your arborist and come forward with a plan that works for the project and we can respond to that. We’d be happy to
meet up, as well. The tree removal application has a fee of $330.50.
Because the City Council was the approving body for your project entitlements, the City Council will also need to
review and take action on the tree removal application, per SLOMC Section 12.24.090(F)(5) During property
development or construction, any tree that is requested to be removed that was not identified and approved for
removal by the authorized approving authority shall return to the authorized approving authority for approval prior to
removal.
As always, please feel free to give me a call.
Bob
Robert Hill
Sustainability & Natural Resources Official
City Administration
Office of Sustainability & Natural Resources
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
167
From: Kevin Harris <kevinharris@slorep.org>
Sent: Wednesday, August 6, 2025 11:00 AM
To: Hill, Robert <rhill@slocity.org>
Subject: SLO REP TREE NUMBERS
Hey Bob!
I was able to meet with our contractors, architect, consultants, and structural/civil engineers to talk about the tree
scenarios. I’m attaching the estimates that they all came up with re: a few diƯerent scenarios. Let me know if you have any
questions or want to touch base. Thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
184
From:Gault, Walter
Sent:Thursday, August 7, 2025 3:29 PM
To:Hill, Robert; Cohen, Rachel
Subject:RE: SLO REP TREE NUMBERS
Sounds good Bob! Next week, Wednesday or Thursday morning I’m free before 10am.
Thanks,
Walter
From: Hill, Robert <rhill@slocity.org>
Sent: Thursday, August 7, 2025 2:58 PM
To: Cohen, Rachel <rcohen@slocity.org>
Cc: Gault, Walter <wgault@slocity.org>
Subject: RE: SLO REP TREE NUMBERS
P.S. Happy to assist with a staff report etc.
From: Hill, Robert
Sent: Thursday, August 7, 2025 2:57 PM
To: Cohen, Rachel <rcohen@slocity.org>
Cc: Gault, Walter <wgault@slocity.org>
Subject: RE: SLO REP TREE NUMBERS
Thanks, Rachel. This is helpful.
Walter, may I take you to coffee and brainstorm some mitigation ideas? We can bring in SLO REP and Rodney
Thurman later, but it would be helpful if we have some guidance to offer when we do so.
Bob
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Wednesday, August 6, 2025 1:51 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Gault, Walter <wgault@slocity.org>
Subject: RE: SLO REP TREE NUMBERS
Hi Bob-
Yes, they would need to submit a tree removal application along with all the documents requested on the form
(photos, arborist report, and a compensatory replanting plan). I understand that we might ask for something different
than what they propose, but it would be most helpful for them to consult with their arborist and come forward with a
plan that works for their project and we can respond to that. The tree removal application has a fee of $330.50.
They should submit their application online following the directions we have on the website here:
https://www.slocity.org/government/department-directory/public-works/programs-and-services/urban-forestry
Once we receive the application, we would need to discuss going to Council to review the removal of the tree. We will
need your assistance on the staff report.
Thanks,
Rachel Cohen
pronouns she/her/hers
185
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, August 6, 2025 11:21 AM
To: Cohen, Rachel <rcohen@slocity.org>
Subject: FW: SLO REP TREE NUMBERS
Hi Rachel,
Please see attached from Kevin.
I also understand from him that they have resubmitted on their building permit as of last week.
Would the next step be a separate tree removal permit application if they want to pursue option 3?
Thanks for your guidance on this one!
Bob
From: Kevin Harris <kevinharris@slorep.org>
Sent: Wednesday, August 6, 2025 11:00 AM
To: Hill, Robert <rhill@slocity.org>
Subject: SLO REP TREE NUMBERS
Hey Bob!
I was able to meet with our contractors, architect, consultants, and structural/civil engineers to talk about the tree
scenarios. I’m attaching the estimates that they all came up with re: a few diƯerent scenarios. Let me know if you have any
questions or want to touch base. Thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
186
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
192
From:Hill, Robert
Sent:Wednesday, August 6, 2025 11:21 AM
To:Cohen, Rachel
Subject:FW: SLO REP TREE NUMBERS
Attachments:SLO REP TREE ESTIMATES.pdf
Follow Up Flag:Follow up
Flag Status:Completed
Hi Rachel,
Please see attached from Kevin.
I also understand from him that they have resubmitted on their building permit as of last week.
Would the next step be a separate tree removal permit application if they want to pursue option 3?
Thanks for your guidance on this one!
Bob
From: Kevin Harris <kevinharris@slorep.org>
Sent: Wednesday, August 6, 2025 11:00 AM
To: Hill, Robert <rhill@slocity.org>
Subject: SLO REP TREE NUMBERS
Hey Bob!
I was able to meet with our contractors, architect, consultants, and structural/civil engineers to talk about the tree
scenarios. I’m attaching the estimates that they all came up with re: a few diƯerent scenarios. Let me know if you have any
questions or want to touch base. Thanks!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
193
SLO REP is a proud member of:
Thank you for taking the time to review these estimates. All figures are based on the
findings in SLO REP’s commissioned arborist report from HERITAGE TREE completed on
July 7, 2025.
SCENARIO #1: The design of the building is modified before construction to protect
the minimum s/f of critical root structure recommended:
After meeting with our architect (Bryce Engstrom), consultants (Theatre DNA), Structural
Engineers (RW), and Civil engineers (EDM), we have determined that modifying the design
of the building would result in, basically, a complete redesign on the project. We would,
most likely, lose the black box theatre and at least 30% of the capacity for the mainstage
theatre. These changes would result in a building that would not meet SLO REP or the
community’s needs and expectations and would not be financially feasible to operate if
constructed.
DESIGN EXPENSE: our design team would be nearly starting from scratch. Given that SLO
REP has already spent $800k+ in design expenses to date, we estimate a redesigning of the
building would cost approximately $550,000.
CONSTRUCTION EXPENSE: even with the significantly reduced footprint, SLO REP
estimates that to guarantee the protection of the critical root structure during the 16-20
month construction process would increase the overall expenses by $225,000-$250,000.
Even after these precautions are taken and expenses paid, it is doubtful that that the tree
will survive in the long-term.
TIMELINE: to redesign and reengineer the building would result in our first two plancheck
submittals to be thrown out, and for SLO REP to start over. Even the most expediated
timeline would result in a construction delay of approximately 6-10 months.
SCENARIO #2: The design of the building is not altered, and SLO REP moved forward
attempting to protect the critical root structure of the tree:
DESIGN EXPENSE: negligible before contruction.
CONTRUCTION EXPENSE: Given the current footprint of the building (with the critical root
structure extending significantly into building on all sides, foundation construction would
have to modified on the site as contractors/arborists see the realties of the roots structure.
Our engineers and contractors estimate that these design/construction changes would
result in change orders and on-site modification would increase the overall expenses of
construction by approximately $500,000-$600,000. Even after these precautions are taken
and expenses paid, it is doubtful that that the tree will survive in the long-term.
TIMELINE: SLO REP estimated that this will not significantly affect the construction start
date but would eventually result in at least 2.5-3 months of additional construction time.
SCENARIO #3: The tree is removed before the beginning of construction:
DESIGN EXPENSE: Modest. Our structural Engineers have already included design
precautions based on the assumed perimeter of the critical root structure of the tree. They
would certainly simplify some of these design precautions which would result in some
additional design expenses but would certainly wash out due to lower construction
expenses.
CONSTRUCTION EXPENSE: Our engineers, consultants, and contractors have confirmed
that by removing the tree:
• SLO REP would have a significantly larger staging area and will be less likely
to have to request Monterey Street closures.
• SLO REP would not have to alter the foundations onsite (in collaboration with
the City arborists) to attempt to protect the critical roots structure.
• The final design of the foundations, retaining walls, etc could be simplified
significantly.
If the tree is removed before construction begins, our team estimated that this will reduce
the construction expenses of the building by approximately $300,000.
TIMELINE: Having additional staging areas next to construction and being able to move
quickly will result in our construction timeline being reduced by approximately 10-15%, or
around 70 days.
199
From:Collins, Scott
Sent:Friday, July 25, 2025 5:29 PM
To:Hermann, Greg
Subject:Re: SLO REP ARBORIST REPORT-THURMAN
Hi Greg,
I think she mentioned this briefly. Let’s chat on it next week.
Thanks!
Scott
Get Outlook for iOS
From: Hermann, Greg <GHermann@slocity.org>
Sent: Friday, July 25, 2025 4:07:20 PM
To: Collins, Scott <SCollins@slocity.org>
Subject: FW: SLO REP ARBORIST REPORT-THURMAN
Keep forgetting to chat about this one as well. Has Timmi mentioned anything to you?
Greg
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, July 22, 2025 3:53 PM
To: Hermann, Greg <GHermann@slocity.org>
Subject: FW: SLO REP ARBORIST REPORT-THURMAN
Hi Greg,
Since the SLO REP project was approved by Council, this removal request would have to go back to Council per our
tree regs (see below).
.
What I know for now…
Bob
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Tuesday, July 22, 2025 11:56 AM
200
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Subject: RE: SLO REP ARBORIST REPORT-THURMAN
Hi Bob-
Thank you again for meeting with Walter and I regarding the oak tree at SLO Rep’s build site. I misspoke when I said
that the item would go to the Tree Committee. Instead it would need to go just to Council. See SLOMC Section
12.24.090(F)(5) During property development or construction, any tree that is requested to be removed that was not
identified and approved for removal by the authorized approving authority shall return to the authorized approving
authority for approval prior to removal.
Just wanted to provide that clarification since I provided incorrect information.
Thanks,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, July 15, 2025 2:34 PM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Subject: FW: SLO REP ARBORIST REPORT-THURMAN
Hi Walter and Rachel,
I am thinking the tree of us need to have an internal chat! I’ll look for time and schedule something.
I let Greg Hermann know already and I think he has let Whitney and Scott know, too.
Thanks,
Bob
From: Kevin Harris <kevinharris@slorep.org>
Sent: Friday, July 11, 2025 9:43 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Cc: Tyler Benson <tyler@weareedwards.com>
Subject: SLO REP ARBORIST REPORT-THURMAN
Good morning Bob and Walter,
I am attaching the full report/recommendation from SLO REP’s arborist, Rodney Thurman with Heritage Tree. This report is
based on the onsite visit a couple of months ago and subsequent study of the oak tree/current and planned construction
on the site.
201
Happy to discuss at any time- thank you, and have a great Friday!
Kevin Harris
(he/him/his)
Managing Artistic Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
202
From:Hermann, Greg
Sent:Friday, July 25, 2025 4:07 PM
To:Collins, Scott
Subject:FW: SLO REP ARBORIST REPORT-THURMAN
Attachments:SLO Rep_Tree Protection Assessment Report.pdf
Keep forgetting to chat about this one as well. Has Timmi mentioned anything to you?
I’ll include it in the OneNote for Whitney, but we should also send something to Council. I don’t think we are ready for
today’s weekly email, but probably something next week.
Greg
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, July 22, 2025 3:53 PM
To: Hermann, Greg <GHermann@slocity.org>
Subject: FW: SLO REP ARBORIST REPORT-THURMAN
Hi Greg,
Since the SLO REP project was approved by Council, this removal request would have to go back to Council per our
tree regs (see below).
.
What I know for now…
Bob
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Tuesday, July 22, 2025 11:56 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Subject: RE: SLO REP ARBORIST REPORT-THURMAN
Hi Bob-
Thank you again for meeting with Walter and I regarding the oak tree at SLO Rep’s build site. I misspoke when I said
that the item would go to the Tree Committee. Instead it would need to go just to Council. See SLOMC Section
12.24.090(F)(5) During property development or construction, any tree that is requested to be removed that was not
identified and approved for removal by the authorized approving authority shall return to the authorized approving
authority for approval prior to removal.
Just wanted to provide that clarification since I provided incorrect information.
203
Thanks,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, July 15, 2025 2:34 PM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Subject: FW: SLO REP ARBORIST REPORT-THURMAN
Hi Walter and Rachel,
I am thinking the tree of us need to have an internal chat! I’ll look for time and schedule something.
I let Greg Hermann know already and I think he has let Whitney and Scott know, too.
Thanks,
Bob
From: Kevin Harris <kevinharris@slorep.org>
Sent: Friday, July 11, 2025 9:43 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Cc: Tyler Benson <tyler@weareedwards.com>
Subject: SLO REP ARBORIST REPORT-THURMAN
Good morning Bob and Walter,
I am attaching the full report/recommendation from SLO REP’s arborist, Rodney Thurman with Heritage Tree. This report is
based on the onsite visit a couple of months ago and subsequent study of the oak tree/current and planned construction
on the site.
Happy to discuss at any time- thank you, and have a great Friday!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
204
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
1343 Bishop Street, San Luis Obispo, CA 93401
Tel: 805 234 8760 - Email: rodney@heritagetreeconsulting.com
Date: July 7, 2025
To: Kevin Harris - Managing Artistic Director - SLOREP Theater – 888 Morro Street, San Luis Obispo
From: Rodney Thurman – Heritage Tree Arboricultural Consulting Inc.
Re: Construction impact analysis and tree protection report regarding one tree near the proposed
building site of a theater at 614 Monterey Street in the city of San Luis Obispo.
Mr. Harris,
Per your request, the following report is an assessment regarding the condition and potential for
protection of one (1) coast live oak (Quercus agrifolia) within or adjacent to the construction footprint
for your project.
Assignment
1. Assess health, construction impacts, feasibility of retention and tree protection needs
for all trees that may be impacted by construction of buildings, drainage or utility
installation.
2. Prepare written arborist report in accordance with City of San Luis Obispo’s municipal
code 12.24.090.D(2)(a) to include tree protection requirements according to the city
standard specifications (77-1.03A(2))s.
Summary
After careful review of the encroachments into the critical root zone of the subject tree, I have found
that the impacts will be too great to allow it to remain in a healthy state once construction has been
completed. I recommend the tree be removed and replaced. Replacements to mitigate the loss of the
tree is a minimum of 1:1 ratio, however the size quantity and species will be dictated by the City’s
authorized approving authority.
Introduction
The site is located at the north corner of Monterey and Nipomo Streets in San Luis Obispo. The
property’s former use was residential which included two homes occupying the space where the tree is
growing. The tree appeared to have been planted as a landscape tree in the front yard of the former 614
Monterey Street home.
Both homes at the site have been demolished and a new building for the SLO Repertory theater is
proposed to be built on the site.
2
The current plans show significant encroachment into the critical root zone (CRZ) of the tree as well as a
need for significant pruning to allow for construction of the new facility.
This report is based on the City of San Luis Obispo’s municipal code 12.24.090.D(2)(a) – Tree
Regulations. In accordance with the code, I have prepared the following:
An arborist report that identifies and discusses each tree within the development
footprint (including, but not limited to, structural development, grading, staging areas,
ground cover removal, changes in drainage patterns, and associated off-site
improvements) including those trees proposed for removal and those trees that will
remain.
Methodology
Tree Diameter Measurements
I measured each tree’s Diameter at Standard Height (DSH) at 4.5’ above ground with a diameter
tape. Per the International Society of Arboriculture’s (ISA) standard For multi-stem trees that
divided below 4.5’, I measured below the division at the narrowest point on the trunk.
If it was not possible to measure below the division, I measured each stem individually, then
squared the diameter of each stem. Finally, I summed the squared diameters and took the
square root of the sum to get the most accurate diameter of the tree. Diameters were rounded
up or down depending on fractions of inches. My measurements may be different than those
recorded by surveyors, but I assure you, they are correct. Typically, surveyors estimate trunk
diameter rather than hand measure.
All trees included in the inventory were numbered in the field with a metal tag that was nailed
to the trunk between 2 and 4 feet above ground.
Critical Root Zone (CRZ) Measurements
CRZs were determined by giving a radius of 1-foot per every inch of tree diameter. E.g., a 12-
inch diameter tree would have a 12-foot CRZ radius measured from the outside of the trunk or
at the dripline of the tree, whichever is greater.
Tree Protection Zone Measurements
Generally, TPZ distances followed the distances listed for CRZs. The exception is if there were
proposed tree-root encroachments into the CRZ of less than 25%. In most cases encroachments
of 25% or less were allowed unless the structure or health of the tree would be compromised.
Tree Condition Ratings
All trees in the inventory were given a condition rating. The rating was based on the health,
structure and presence of disease and insects. See the following definitions:
1. Dead = Severely declining or no foliage, large dead branches, decay cavities, loss of bark,
roots decayed or dead.
2. Very Poor = Evidence of multiple large past failures, advanced disease, uncontrollable
pest infestations or disease infection. Tree in severe decline.
3
3. Poor = Tree may be suppressed, drought stressed, or had at least 1 large branch failure.
Disease or pest infestations may be present. Can potentially be retained with attention
to mitigation pruning, cultural care changes, pest and disease control.
4. Fair = May have had minor past failures. Some pests or structural defects may be
present, small deadwood. Minor to moderate drought stress present. Defects may be
mitigated with pruning and pests can be controlled.
5. Good = A relatively healthy tree with minor to no structural defects with minimal to no
pest observed. Defects can be mitigated with pruning and pests can be controlled.
6. Very Good = Trees that have had professional arboricultural care. No structural defects,
disease or pests identified.
7. Excellent = Specimen tree with superior form, root structure and health. Tree has been
regularly cared for by professional arborists over its lifetime, E.g., estate or arboretum
tree.
Trees Assessed
On June 11, 2025 I assessed one (1) tree that was within or adjacent to construction impact zones.
The tree is plotted on the Root Encroachment Assessment sheet TPP 1 & 2 provided by Heritage Tree in
Appendix A and as Attachment 1 (in full scale format). For pictures of the tree, See Appendix B –
Photographs.
Tree Details, Health and Structure
The tree is a coast live oak (Quercus agrifolia) with a diameter of 48 inches and an approximate height of
45 feet. The canopy spread was approximately 38 feet southwest toward Nipomo Street, 42 feet
southeast toward Monterey Street, 30 feet northeast down Monterey Street toward the Mission Plaza
and 28 feet northwest toward the interior of the lot. Based on the diameter of the tree, I estimate it to
be 65 to 96 years old. See Appendix B - Photographs – Photos 1, 2 & 6.
Overall, I assigned a condition rating of FAIR to this tree. It appeared to be solidly rooted with no signs of
decay at the root crown. The trunk was also sound with no observable decay cavities. See Appendix B -
Photographs – Photo 8.
There was some minor evidence of insect frass (feces) in the crevices of the bark on the trunk. The frass
deposits were likely created by sycamore borers (Synanthedon resplendens). The insect is relatively
harmless. Its larvae mainly feeds on the outer bark of trees and rarely damages vascular tissue or live
wood.
At approximately 4.5’ above ground the trunk transitioned into two main scaffold branches. At the
transition there was an area of included bark (included bark occurs when two parts of a tree grow
parallel but do not completely bond together). The inclusion was minor but does indicate structural
weakness between the scaffolds. In terms of safety, the likelihood that the parts would fail is moderate.
A cabling system had been installed in the upper canopy between the scaffolds to mitigate the stress
being exerted at the included bark area. With the cabling system installed. The likelihood of the parts
failing would be reduced to low. See Appendix B - Photographs – Photos 8, 9 & 10.
4
The canopy had good form and was relatively symmetrical. There was evidence that maintenance
pruning had occurred over the life of the tree, with the last pruning likely taking place within the last 5
years.
The tree displayed good vigor and normal leaf size. No insects of concern were found on the foliage. See
Appendix B - Photographs – Photos 6 & 7.
I did note what appeared to be a minor bacterial wetwood infection on the southwest scaffold branch of
the tree. Bacterial wetwood infections are common and not typically considered a serious disease that
will kill a mature tree. The infection is indicated by oozing sap that has a fermented beer-like smell.
Often, infection appears at a wound caused by pruning, mechanical damage or boring insects. See
Appendix B - Photographs – Photo 12.
Assessment of Tree Impacts
When considering proposed impacts to a tree, two factors should be considered closely:
1. Loss of roots in the critical root zone.
2. Loss of live canopy.
CRZ Impact Assessment
The critical root zone or CRZ is the area of roots that are critical to the survival and stability of
the tree. There are several ways to determine CRZ’s but as pointed out in the methodology
section of this report, I used the method that gives a radius of 1-foot per every inch of tree
diameter.
The dripline extent is not the best way to consider the CRZ because roots, if unrestricted, can
grow far beyond the extent of the canopy in search of moisture and favorable conditions. Nelda
Matheny and James R. Clark, in their book Trees and Development: A Technical Guide to
Preservation of Trees During Land Development explains that “Tree roots extend far beyond the
crown and occupy from two to ten times the area beneath the canopy.”
Typically, the CRZ is circular in form and radiates out from the trunk of the tree. If we visualize
the circle as a pie chart and then deduct the areas of proposed impact/disturbance, the result is
the percentage of CRZ impact. A twenty-five (25) percent impact is the standard accepted
allowance of encroachment into a trees CRZ.
In this CRZ impact assessment I considered the proposed impacts from excavation for the
building footprint (including over-excavation for foundations) , utilities and drainage routes,
compaction for installation of hardscape features beneath the tree as well as disturbances
caused by installing landscape plant material. I did not include the area beyond the sidewalk
along Nipomo Street as CRZ because the compacted road base and associated asphalt would not
have been favorable to root growth and few roots would have been located in that area. See
Appendix B - Photographs – Photos 3,4 & 5 for view of assumed root encroachments when
considering over-excavation and allowances for building construction crew movement.
5
The total area of CRZ was 5,733 square feet. The area of disturbance was 5,439 square feet. The
total percentage of CRZ disturbance was 95%. Only 282 square feet would be preserved as
undisturbed in the scenario depicted in Appendix A - Critical Root Zone Encroachment
Assessment Drawings - TPP-1.
In the scenario depicted in Appendix A - TPP-2, the area of disturbance was calculated by
decreasing the compacted, decomposed granite (DG) around the tree. Still, the area of
disturbance was 4,929 square feet with 791 square feet being preserved. The overall gain in
undisturbed area was 9%. The total percentage of CRZ disturbance was 86%.
Either way we look at the disturbance from encroachments, the percentage well exceeds the
25% threshold. The loss of that quantity of critical roots would make the tree extremely
vulnerable to severe decline or death.
Canopy Impact Assessment
The tree’s canopy would need to be pruned to allow for construction of the building and to
provide for fire safety and prevention of pest intrusion. A 10 foot buffer from the finished walls
of the proposed building would need to be cleared to give sufficient clearance for scaffoldings to
be erected and machinery to operate. Longer term, the clearance would give adequate space for
fire safety as well as discourage pests from entering the building via the tree canopy.
In assessing clearance needs, pruning should be completed according to established pruning
standards set by the American National Standards Institute (ANSI A-300 guidance) for tree care.
Essentially, this means that branches shall be cut to lateral connections and made at the
appropriate location at the branch union rather than simply hedging back the branches with
indiscriminate cuts. The guidance also recommends limiting foliage removal to 25% of the total
tree in a single year.
When I assessed the pruning needs for this tree in terms of clearance to allow the construction
of the new building, the northwest, north and east side of the tree required pruning. Further
there were low growing branches on the west side of the tree that needed to be removed to
give clearance above the ground for delivery vehicles loading in to the theater. Overextended
branches growing over the street would also need to be reduced to lessen the stress being
exerted at the area of included bark at the two main scaffold attachments. All told, the
reduction of live canopy would be approximately 35%. While this percentage is not wildly above
the standard, it further impacts the tree’s ability to make and store energy. See Appendix B -
Photographs – Photos 1 & 2.
Combined Impact Assessment
Root disturbance is clearly the greatest impact to the tree and will be the most detrimental to its
health. Pruning on its own would not cause severe, adverse effects but combined with the root
impacts, would further contribute to the trees decline.
6
Discussion
It is critical that assessments of trees and their protection needs be initiated early in the design phase of
a project. The assessments should be completed by a qualified International Society of Arboriculture
(ISA) certified arborist.
Quality trees should be identified and tree root protection zones established based on ANSI A-300
standards and the International Society of Arboriculture Best Management Practices for Managing Trees
During Construction. Protecting the greatest amount of roots is the single best way to ensure the
highest likelihood of success for a tree after a project has been completed.
Early planning did not appear to have included an accurate assessment of root impacts. With critical
root zone encroachments adding up to 95% in the worst case and 86% in the best case, the severity of
construction impacts were not clearly understood.
The footprint of the building was the largest impact to the tree, but it was not the limit of construction
impacts. Hidden impacts such as over-excavation for foundations as well as buffer areas to allow
workers to move about and construct the project were not considered. Further, landscape features such
as sidewalks, compacted pathways and plantings beneath the trees canopy also contributed to the
impacts. An example of these hidden impacts are visible along the Monterey Street side of the tree. The
tree Protection Plan and Fine Grading Plan provided to me prescribed a tree protection zone distance of
approximately 16’ from the trunk of the tree on its Monterey Street side. At the time of my inspection,
grading for frontage improvements currently being constructed had encroached within 12’ of the trunk
of the tree.
Recommendations
As the building, hardscape and landscape design is currently drawn, it does not allow for adequate space
to protect the tree’s critical roots. Without sufficient roots to sustain the tree, it will not be a long term
viable feature to the project. Even if landscaping and hardscape were eliminated within the extent of
the tree canopy, the impacts from the building footprint would still be too great.
Unless the building footprint is redesigned to accommodate the tree more appropriately, I recommend
this tree be remove and replaced with a new tree that will have a mature size that will be proportionate
to the space.
Tree Removals
The City of San Luis Obispo’s municipal code Chapter 12.24 - Tree Regulations states that native trees
10” diameter and greater require a permit to remove. See mitigation section below for replanting
requirements.
Mitigation
Each regulated tree approved for removal must be mitigated 1:1 on site or 2:1 off site. The minimum
container size and trunk diameter shall be 15 gallon with diameters between 0.75" to 1.5". The tree shall
be planted and staked according to city engineering standards. See table below for specifications.
7
Container Size Trunk Diameter (inches)
15 gallon 0.75" to 1.5"
24” box 1.5" to 2.5"
36” box 2.5" to 3.5"
48” box 3.5" to 4.5"
I have recommend the removal of one (1) regulated tree, therefore one (1) mitigation tree shall be
planted on site or two (2) off site.
Considering the size and prominence of the tree I have recommended for removal. It would be more
appropriate to replant a larger container tree such as a 48” box size. Ultimately, the City has the final
approval regarding the quantity, size and species of the replacement tree(s).
Conclusion
As stated previously in this report, it is critical that assessments of trees and their protection needs be
initiated early in the design phase of a project. Protecting the greatest amount of roots is the single best
way to ensure the highest likelihood of success for a tree after a project has been completed.
With critical root zone encroachment adding up to 95% in the worst case and 86% in the best case, it
was apparent that construction impacts were not correctly factored into the plan.
When all was told, the impacts would be too great and outweighed the reasonability of retaining the
tree in a healthy state once the project was completed.
Respectfully Submitted,
Rodney D. Thurman
ISA Board Certified Master Arborist PN-2684BUM
ISA Municipal Specialist
ISA Utility Arborist
ISA Tree Risk Assessor Qualification
Appendices: CRZ encroachment assessment drawings, photographs
Attachments: CRZ encroachment assessment drawings
8
Appendix A – Root Encroachment Assessment
9
10
Appendix B – Photographs
Photo 1 – View northwest of tree from Monterey Street. White lines indicate location for
pruning cuts needed for building clearance on east side of tree & for delivery vehicle
clearance on west side of tree. Estimated total reduction of live canopy for all pruning
needs, including those shown in Photo 2, is approximately 35%.
83
11
Photo 2 – View northeast of tree. White lines indicate location for pruning cuts needed for
building clearance & to reduce stress in included bark area at scaffold attachments. Estimated
total reduction of live canopy for all pruning needs, including those shown in Photo 1, is
approximately 35%.
12
Photo 3 – View northeast of tree. In order to prepare the space for proposed
landscape features, significant soils disturbance, leveling, fill and compaction would be
required within the critical root zone. Encroachments from construction over-
excavation will come within approximately 15’ feet of northwest side of trunk , 22’ on
the southwest side of the trunk and within 15’ of the trunk. Encroachments have
already been made within 12’ of the trunk on the southeast side of the tree along
Monterey Street. Yellow dashed lines indicate approximate extent of encroachment.
13
Photo 4 – View southeast of tree. Construction encroachments will come within 22’ of west
side of tree. Yellow dashed line indicates approximate extent of encroachment.
14
Photo 5 – View northeast of tree, down Monterey Street. Street
improvements have encroached within 12’ of the tree’s trunk which is a 4’
intrusion into the tree protection zone that was to supposed to be established
prior to frontage improvement. Yellow dashed line indicates approximate
15
Photo 6 – Full view northwest of tree from Monterey Street. The canopy is vigorous, full and
dark green in color.
16
Photo 7 – Close view of example of foliage.
17
Photo 8 – View southwest of trunk of tree. No decay was detected
in root crown or trunk. An area of included bark, however, was
present at the connection of main scaffold branches to trunk of
tree. Arrow indicates location of included bark.
18
Photo 9 – Closer view of included bark area indicated by arrow.
19
Photo 10 – View southwest of tree with included bark area at
connection of main scaffold branches to trunk of tree. Arrow
indicates location of cabling system to give support to the two
sections of tree.
20
Photo 11 – Closer view of cabling system connected to scaffold
branches.
21
Photo 12– View of bleeding on scaffold branch.
208
From:Hill, Robert
Sent:Tuesday, July 22, 2025 3:12 PM
To:Cohen, Rachel; Gault, Walter
Subject:RE: SLO REP ARBORIST REPORT-THURMAN
Thanks, Rachel. I appreciate the call and the follow up.
Let me know what y’all are finding in terms of requirements for CADPS tree planting – I will be happy to meet up and
talk about how we structure a meaningful offsite planting situation, and I’d think that would need to be a key focus of a
prospective Council Agenda Report.
Bob
From: Cohen, Rachel <rcohen@slocity.org>
Sent: Tuesday, July 22, 2025 11:56 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Subject: RE: SLO REP ARBORIST REPORT-THURMAN
Hi Bob-
Thank you again for meeting with Walter and I regarding the oak tree at SLO Rep’s build site. I misspoke when I said
that the item would go to the Tree Committee. Instead it would need to go just to Council. See SLOMC Section
12.24.090(F)(5) During property development or construction, any tree that is requested to be removed that was not
identified and approved for removal by the authorized approving authority shall return to the authorized approving
authority for approval prior to removal.
Just wanted to provide that clarification since I provided incorrect information.
Thanks,
Rachel Cohen
pronouns she/her/hers
Principal Planner
Community Development
919 Palm Street, San Luis Obispo, CA 93401-3218
E rcohen@slocity.org
T 805.781.7574
slocity.org
Stay connected with the City by signing up for e-notifications
From: Hill, Robert <rhill@slocity.org>
Sent: Tuesday, July 15, 2025 2:34 PM
To: Gault, Walter <wgault@slocity.org>; Cohen, Rachel <rcohen@slocity.org>
Subject: FW: SLO REP ARBORIST REPORT-THURMAN
Hi Walter and Rachel,
I am thinking the tree of us need to have an internal chat! I’ll look for time and schedule something.
209
I let Greg Hermann know already and I think he has let Whitney and Scott know, too.
Thanks,
Bob
From: Kevin Harris <kevinharris@slorep.org>
Sent: Friday, July 11, 2025 9:43 AM
To: Hill, Robert <rhill@slocity.org>; Gault, Walter <wgault@slocity.org>
Cc: Tyler Benson <tyler@weareedwards.com>
Subject: SLO REP ARBORIST REPORT-THURMAN
Good morning Bob and Walter,
I am attaching the full report/recommendation from SLO REP’s arborist, Rodney Thurman with Heritage Tree. This report is
based on the onsite visit a couple of months ago and subsequent study of the oak tree/current and planned construction
on the site.
Happy to discuss at any time- thank you, and have a great Friday!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
212
From:Kevin Harris <kevinharris@slorep.org>
Sent:Friday, July 11, 2025 9:43 AM
To:Hill, Robert; Gault, Walter
Cc:Tyler Benson
Subject:SLO REP ARBORIST REPORT-THURMAN
Attachments:SLO Rep_Tree Protection Assessment Report.pdf; Attachment 1 - TPP1 and TPP2.pdf
Good morning Bob and Walter,
I am attaching the full report/recommendation from SLO REP’s arborist, Rodney Thurman with Heritage Tree. This report is
based on the onsite visit a couple of months ago and subsequent study of the oak tree/current and planned construction
on the site.
Happy to discuss at any time- thank you, and have a great Friday!
Kevin Harris
(he/him/his)
Managing ArƟsƟc Director
www.slorep.org
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.
SAN LUIS OBISPO REPERTORY THEATRE
Unforgettable Characters. Extraordinary Stories. Since 1947.
Facebook | Instagram | Blog | Twitter | YouTube
SLO REP is a proud member of:
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
217
From:Meghan Schmeiser <mschmeiser@kitchell.com>
Sent:Thursday, April 17, 2025 4:28 PM
To:Meghana Prabhune
Cc:Paul Graebner; Tally Richtsmeier; Marquart, Ben; Gordon Knowles
Subject:Tree Replanting - corner of Monterey and Nipomo
Attachments:Tree Protection Zone_SLO Rep Theater.pdf
Follow Up Flag:Follow up
Flag Status:Flagged
This message is from an External Source. Use caution when deciding to open attachments, click links, or respond.
Hi Meghana,
As we chatted about earlier today in the City/Kitchell/Watry meeting, we recently obtained a tree removal permit
for the tree at the corner of Monterey and Nipomo Street (below "x"). As part of the removal process, we need to
identify a replacement tree and update our landscape plan to reflect this change. The tree selected by the City
is a Tipuana tipu, which is consistent with the other trees on Nipomo Street. Per the City, the replacement tree
should be replanted as close as possible to the removed tree. I've attached a map overlay, showing an aerial
view of the corner along with our project's storm drain infrastructure, as well as SLO Rep's theater project, in the
hope that it may help to coordinate a location that will be suitable for future development.
Can you please help by coordinating with RRM to select a location for the replacement tree? Let me know if you
have any questions, or if you need additional information!
218
Thanks so much,
Meghan Schmeiser
Project Engineer II
O: (916) 713.6982
C: (805) 709.0785
E: mschmeiser@kitchell.com
kitchell.com
WV
HYDSD SD SD SD SD SD SDSDSDSD
SDSDSDSD SD
SD
SD
SD
SDSDSSWSSWWWWG G G G
GGGGGWGGSDSDSD
SD
SDSDSDSDSDSD
SD SD SDSDSDSDSD
SDSDSDSDWW
WWW WEXISTING ELECTRICAL VAULT
EXISTING GATE VALVE
EXISTING GATE VALVE
EXISTING WATER METER
EXISTING TELEPHONE VAULT
EXISTING ELECTRICAL VAULT
EXISTING
PARKING
METER
EXISTING
PARKING
METER
EXISTING
PARKING
METER EXISTING PG&E VAULT
EXISTING UTILITY VAULTEXISTING CATV VAULT
EXISTING PARKING METER
EXISTING PARKING METER
EXISTING NO PARKING SIGN
EXISTING WATER METER
EXISTING CURB AND SIDEWALK
EXISTING CURB AND SIDEWALKEXISTING DRIVEWAYEXISTING STREET LIGHT
EXISTING ELECTRICAL VAULT
EXISTING CURB GUTTER AND SIDEWALK
EXISTING GATE VALVES
EXISTING FIRE HYDRANT
EXISTING SSMH
RIM EL =(202.14)
EXISTING 2.5'
RETAINING WALL
DRIP LINE
DRIP LINE
48" OAK
EXISTING GATE VALVE
EXISTING
HANDICAP
RAMP
EXISTING CURB AND
SIDEWALK
EXISTING CURB,
GUTTER, AND
SIDEWALK
EXISTING STREET TREE
EXISTING
HANDICAP
RAMP
EX
EXI
WA
EXISTING GATE VA
MONTEREY STREET
EXISTING SSMH
RIM EL = 191.85
(PUBLIC)
2.43'
BUILDING
FF
PROPOSED T+EATER
LI0ITS OF YR FLOOD PLAIN
LI0ITS OF YR FLOOD PLAIN
1 200.00 TG
194.56 INV.
1200.66 TG
194.75 INV.
2 200.63 RIM
193.96 INV.
2 197.31 RIM
190.77 INV.
3 195.55 TG
189.50 INV. (NW)
189.50 INV.(SW)
188.30 INV. (NE)
190.73 INV. (SE)
186.30 SUMP
12
10
10
12
15.8'28.9'
9 CF10.9'6 193.64 INV.
6190.31 INV.
1193.29 TG
191.29 INV.
1026 LF 8" SD @ 8.63%
23 LF 8" SD @ 3.88%
10 8 LF 8" SD @ 3.67%
7 LF 8" SD @ 2.05%
1029 LF 8" SD @ 11.55%
104 LF 8" SD @ 11.00%
107 LF 8" SD @ 5.00%
1
2
3
8
8
FRONTAGE IMPROVEMENTS - PHASE 3
(BY OTHERS)FRONTAGE IMPROVEMENTS - PHASE 3(BY OTHERS)3 LF 4" SD @ 3.33%
194.26 INV.
193.87 INV.
106 LF 8" SD @ 11.52%
5189.64 INV.
(ROOF AREA TO
DRAIN TO BASIN 2)(ROOF AREA TO
DRAIN TO BASIN 2)
6190.73 INV.7 193.30 INV.
7 192.41 INV.
103 LF 8" SD @ 16.65%
107 LF 8" SD @ 16.65%
4
3 LF 4" SD @ 1.67%
200.08 INV.
200.03 INV.
10 13 LF 8" SD @ 3.00%HYDSTOPSD SD
SD
SD
SD
9
DANA STREET
NIPOMO STREET(PUBLIC)(PUBLIC)1199.96 TG
196.32 INV.
1
2 LF 8" SD @ 16.65%10
2
3
05
SCALE: 1" =
10
10'