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<chapter num="07" heading="Licensed Tree Experts" title_num="08" subtitle_num="07">
  <regulation prefix="Regulation" num=".01" heading="Responsibility to the Public.">
    <paragraph num="A.">
      <text>In rendering professional services, a licensed tree expert shall comply in all respects with applicable laws and regulations pertaining to tree expert services.</text>
    </paragraph>
    <paragraph num="B.">
      <text>A licensed tree expert may not engage in any form of false or misleading advertising or promotional activities, including, but not limited to, the falsification or misrepresentation of:</text>
      <paragraph num="(1)">
        <text>The work of a licensed tree expert or of an individual employed by the tree expert;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>The academic or professional qualifications or affiliations of the licensed tree expert; or</text>
      </paragraph>
      <paragraph num="(3)">
        <text>The experience or licensing status of the licensed tree expert.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>A licensed tree expert may not use private property adjacent to a client's property as work area, or to gain access to the client's property, without the private property owner's written permission.</text>
    </paragraph>
    <paragraph num="D.">
      <text>A licensed tree expert shall ensure the safe operation of all equipment used in the performance of tree expert services.</text>
    </paragraph>
    <paragraph num="E.">
      <text>In the performance of tree expert services, a licensed tree expert shall make every reasonable effort to protect the safety, health, property, and welfare of the public.</text>
    </paragraph>
    <paragraph num="F.">
      <text>A licensed tree expert shall cooperate fully with the Department of Natural Resources Forest Service in an investigation or adjudication of an alleged violation of tree expert statutes or regulations and, upon request, shall provide copies of documents to the Department of Natural Resources.</text>
    </paragraph>
    <paragraph num="G.">
      <text>A licensed tree expert shall, within a reasonable time, inform the Department of Natural Resources Forest Service in writing of a change in address, telephone number, or employment.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".02" heading="Incorporation by Reference.">
    <paragraph num="A.">
      <text>In this chapter, the following documents are incorporated by reference.</text>
    </paragraph>
    <paragraph num="B.">
      <text>Documents Incorporated.</text>
      <paragraph num="(1)">
        <text>American National Standard for Arboricultural Operations — Safety Requirements ANSI Z133 — 2017;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub and Other Woody Plant Management — Standard Practices (Pruning), ANSI A300 (Part 1) — 2017 Pruning Revision of ANSI A300 (Part 1) — 2008 (R2014), with the following changes:</text>
        <paragraph num="(a)">
          <text>Delete Section 6.2 and insert in its place:</text>
          <paragraph num="(i)">
            <text>“6.2.1 Not more than 25 percent of the foliage should be removed within an annual growing season. The percentage and distribution of foliage to be removed shall be adjusted according to the tree’s species, age, health, and site.”; and</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>“6.2.2 When frequent excessive pruning is necessary for a tree to avoid conflicts with elements such as infrastructure, traffic and utilities, removal or relocation of the tree shall be considered.”; and</text>
          </paragraph>
        </paragraph>
        <paragraph num="(b)">
          <text>Delete the text of Section 8.2.2.2 and insert in its place “Climbing spurs shall not be used when entering and climbing trees for the purpose of pruning or other tree maintenance.”;</text>
        </paragraph>
      </paragraph>
      <paragraph num="(3)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub and Other Woody Plant Management — Standard Practices (Soil Management a. Modification, b. Fertilization, and c. Drainage), ANSI A300 (Part 2) — 2011 Soil Management a. Modification, b. Fertilization, and c. Drainage;</text>
      </paragraph>
      <paragraph num="(4)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub, and Other Woody Plant Management — Standard Practices (Supplemental Support Systems) ANSI A300 (Part 3) — 2013 Revision of ANSI A300 (Part 3) — 2006;</text>
      </paragraph>
      <paragraph num="(5)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub and Other Woody Plant Management — Standard Practices (Lightning Protection Systems), ANSI A300 (Part 4) — 2014 Lightning Protection Systems Revision of ANSI A300 (Part 4) — 2008;</text>
      </paragraph>
      <paragraph num="(6)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub, and Other Woody Plant Management — Standard Practices (Management of Trees and Shrubs During Site Planning, Site Development, and Construction) ANSI A300 (Part 5) — 2012 Revision of ANSI A300 (Part 5) — 2005;</text>
      </paragraph>
      <paragraph num="(7)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub, and Other Woody Plant Management — Standard Practices (Planting and Transplanting) ANSI A300 (Part 6) — 2012 Revision of ANSI A300 (Part 6) — 2005;</text>
      </paragraph>
      <paragraph num="(8)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub, and Other Woody Plant Management — Standard Practices (Integrated Vegetation Management a. Utility Rights-of-way) ANSI A300 (Part 7) — 2012 Revision of ANSI A300 (Part 7) — 2006;</text>
      </paragraph>
      <paragraph num="(9)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub, and Other Woody Plant Management — Standard Practices (Root Management) ANSI A300 (Part 8) — 2013; and</text>
      </paragraph>
      <paragraph num="(10)">
        <text>American National Standard for Tree Care Operations — Tree, Shrub, and Other Woody Plant Management — Standard Practices (Tree Risk Assessment a. Tree Failure), ANSI A300 (Part 9) — 2017 Tree Risk Assessment a. Tree Failure Revision of ANSI A300 (Part 9) — 2011.</text>
      </paragraph>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".03" heading="Responsibility to the Client.">
    <paragraph num="A.">
      <text>A licensed tree expert shall perform tree expert services only if qualified to do so by education or experience.</text>
    </paragraph>
    <paragraph num="B.">
      <text>In performing tree expert services, a licensed tree expert shall act with reasonable care and competence, and shall apply technical knowledge and skills according to American National Standards Institute published tree care industry standards as incorporated by reference in Regulation .02 of this chapter.</text>
    </paragraph>
    <paragraph num="C.">
      <text>A licensed tree expert may not knowingly assume or accept any position in which the licensed tree expert's interests conflict with the licensee's professional responsibilities unless the facts are disclosed by the licensee and consented to in writing by the client or employer.</text>
    </paragraph>
    <paragraph num="D.">
      <text>A licensed tree expert shall enter into a written contract with the client which shall clearly convey the:</text>
      <paragraph num="(1)">
        <text>Licensed tree expert's name, license number, name of licensee's business entity, address, and phone number;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Name, address, and phone number of the client;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Objective and scope of services;</text>
      </paragraph>
      <paragraph num="(4)">
        <text>Anticipated dates of the licensed tree expert's work on the project;</text>
      </paragraph>
      <paragraph num="(5)">
        <text>Implications of any deviation from ANSI standards incorporated under Regulation .02 of this chapter;</text>
      </paragraph>
      <paragraph num="(6)">
        <text>Amount and method of remuneration for the services; and</text>
      </paragraph>
      <paragraph num="(7)">
        <text>Dated signatures of the licensed tree expert or the licensed tree expert's designee and the client or the client's designee.</text>
      </paragraph>
    </paragraph>
    <paragraph num="E.">
      <text>Any amendments to the contract shall be in writing and signed and dated by both the licensed tree expert or the licensed tree expert's designee and the client or the client's designee.</text>
    </paragraph>
    <paragraph num="F.">
      <text>A licensed tree expert may not accept compensation from more than one employer for the same service unless all parties involved are informed and consent.</text>
    </paragraph>
    <paragraph num="G.">
      <text>A licensed tree expert may not exploit clients served professionally by:</text>
      <paragraph num="(1)">
        <text>Accepting a tree care project if benefit cannot reasonably be expected to accrue to the tree or trees or to the client;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Continuing treatment when benefit cannot reasonably be expected to accrue to the tree or trees or to the client;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Charging for services not rendered;</text>
      </paragraph>
      <paragraph num="(4)">
        <text>Failing to fully inform clients served of the nature and possible effects of services rendered; or</text>
      </paragraph>
      <paragraph num="(5)">
        <text>Misrepresenting services rendered.</text>
      </paragraph>
    </paragraph>
    <paragraph num="H.">
      <text>A licensed tree expert who anticipates the termination or interruption of service during the term of a contract shall notify the client promptly.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".04" heading="Responsibility to Other Licensed Tree Experts and the Profession.">
    <paragraph num="A.">
      <text>A licensed tree expert shall pursue all professional endeavors with honesty, integrity, fairness, and professionalism.</text>
    </paragraph>
    <paragraph num="B.">
      <text>A licensed tree expert may only take credit for services performed by the licensed tree expert directly or by the licensed tree expert's firm under the licensed tree expert's supervision and direction.</text>
    </paragraph>
    <paragraph num="C.">
      <text>A licensed tree expert shall adhere to and maintain standards of professional conduct that reflect in a responsible manner on the profession.</text>
    </paragraph>
    <paragraph num="D.">
      <text>A licensed tree expert shall disclose associations with multiple tree care companies to each tree care company for which the licensee provides tree care services or supervision of tree care services.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".05" heading="Record Keeping.">
    <paragraph num="A.">
      <text>A licensed tree expert shall maintain records of all of the licensee's client contracts for tree expert services for 3 years after completion of a project.</text>
    </paragraph>
    <paragraph num="B.">
      <text>If requested by a current or former client, the licensed tree expert shall release a copy of the written record to the client or former client. The licensed tree expert may require a client or former client to pay the reasonable cost of providing the records requested.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".06" heading="Supervision.">
    <text>A licensed tree expert is responsible for the quality and content of all work performed by those working under the licensee.</text>
  </regulation>
  <regulation prefix="Regulation" num=".07" heading="License Application and Renewal Fees.">
    <paragraph num="A.">
      <text>An applicant shall pay to the Department, as part of the examination application, a $30 fee. If the applicant fails an examination, an additional $20 fee must be paid for each subsequent examination application.</text>
    </paragraph>
    <paragraph num="B.">
      <text>A tree expert license shall be renewed every 2 years.</text>
    </paragraph>
    <paragraph num="C.">
      <text>A licensed tree expert shall pay a $20 fee every 2 years for license renewal.</text>
    </paragraph>
    <paragraph num="D.">
      <text>Professional Development. Commencing with the 2017 renewals, a licensed tree expert shall complete at least 8 hours of Department-approved continuing education instruction during the preceding 2-year term.</text>
    </paragraph>
    <paragraph num="E.">
      <text>The Department shall review and approve the curriculum for continuing education instruction provided that the curriculum includes information on:</text>
      <paragraph num="(1)">
        <text>New State and federal laws, regulations, and policies; or</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Technologies affecting the work of a licensed tree expert.</text>
      </paragraph>
    </paragraph>
    <paragraph num="F.">
      <text>Before a course may be approved and advertised as meeting the continuing education instruction requirement of this section, the course holder shall:</text>
      <paragraph num="(1)">
        <text>Submit the course curriculum to the Department for approval at least 4 weeks before the date of the scheduled course; and</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Submit documentation that includes the number of classroom hours, the curriculum, and the entity conducting the course.</text>
      </paragraph>
    </paragraph>
    <paragraph num="G.">
      <text>Documentation of completion of a course approved by the Department may be submitted to the Department by:</text>
      <paragraph num="(1)">
        <text>A licensed tree expert providing a Certificate of Completion; or</text>
      </paragraph>
      <paragraph num="(2)">
        <text>The approved course holder providing names and license numbers of those who completed the course.</text>
      </paragraph>
    </paragraph>
    <paragraph num="H.">
      <text>The Department may consider whether a licensee may receive credit for continuing education instruction for a course that was not pre-approved based on a licensee’s submission of the documentation required under §§E, F, and G of this regulation.</text>
    </paragraph>
    <paragraph num="I.">
      <text>The Department shall maintain continuing education records for each licensed tree expert to reflect the completion of approved course hours.</text>
    </paragraph>
    <paragraph num="J.">
      <text>If a licensed tree expert does not complete the required continuing education instruction within the 2-year license renewal deadline, the licensee shall only be able to renew a license by taking and passing the tree expert examination given by the Department.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".08" heading="Violation of Regulations.">
    <paragraph num="A.">
      <text>Pursuant to Natural Resources Article, §5-421(b), Annotated Code of Maryland, the Department of Natural Resources may temporarily suspend, for a period not to exceed 2 years, the license of a licensed tree expert who violates this chapter. This power of suspension is in addition to, and not in limitation of, the Department of Natural Resources' power to revoke or suspend a tree expert license pursuant to Natural Resources Article, §5-421(a), Annotated Code of Maryland.</text>
    </paragraph>
    <paragraph num="B.">
      <text>Before the suspension, revocation, or denial of a tree expert license, the Department shall provide a contested case hearing conducted in accordance with State Government Article, Title 10, Subtitle 2, Annotated Code of Maryland, and COMAR 08.01.04.</text>
    </paragraph>
    <paragraph num="C.">
      <text>During the suspension or revocation of a tree expert license, the tree expert shall not engage in performing tree care work, whether or not under the supervision of a licensed tree expert, for the period of the suspension or revocation.</text>
    </paragraph>
  </regulation>
  <annotations>
    <annotation type="Authority">Natural Resources Article, §§1-104 and 5-415—5-423; State Government Article, §10-206; Annotated Code of Maryland</annotation>
    <annotation type="History" subtype="Administrative History">Effective date: September 2, 2002 (29:17 Md. R. 1379)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .02B amended effective October 13, 2003 (30:20 Md. R. 1447); March 28, 2005 (32:6 Md. R. 635); February 12, 2007 (34:3 Md. R. 297); March 19, 2012 (39:5 Md. R. 381); September 15, 2014 (41:18 Md. R. 1009); June 18, 2018 (45:12 Md. R. 617); August 26, 2019 (46:17 Md. R. 726); October 5, 2020 (47:20 Md. R. 875)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .04D repealed effective October 13, 2003 (30:20 Md. R. 1447)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .04D adopted effective February 12, 2007 (34:3 Md. R. 297)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .07 amended effective April 5, 2010 (37:7 Md. R. 569)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .07 recodified to be Regulation .08 and new Regulation .07 adopted effective October 17, 2011 (38:21 Md. R. 1277)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .07 amended effective September 14, 2015 (42:18 Md. R. 1174)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .07C amended effective December 10, 2015 (42:24 Md. R. 1504)</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .08C adopted effective September 14, 2015 (42:18 Md. R. 1174)</annotation>
  </annotations>
</chapter>