Strategic Direction Summary
Horse Protection Program

Public Meetings, 1996



Murfreesboro, Tennessee
July 26, 1996

St. Louis, Missouri
August 2, 1996

Sacramento, California
August 16, 1996


Compiled by:
Carolyn L. Stull, Ph.D.
School of Veterinary Medicine
University of California
Davis, California




Table of Contents

Strategic Direction Summary:
Horse Protection Program Public Meetings 1996

Appendix A:
List of organizations and individuals who submitted written comments

Appendix B:
Executive Summary: Self Regulatory Enforcement Plan Workgroup
Self Regulatory Enforcement Plan Workgroup Summary, TN July 26, 1996
Self Regulatory Enforcement Plan Workgroup Summary, MO Aug 2, 1996
Self Regulatory Enforcement Plan Workgroup Summary, CA Aug 16, 1996

Executive Summary: USDA Certification of the Horse Industry Workgroup
USDA Certification of the Horse Industry Workgroup, TN, July 26, 1996
USDA Certification of the Horse Industry Workgroup, MO, Aug 2, 1996
USDA Certification of the Horse Industry Workgroup, CA, Aug 16, 1996

Executive Summary: Uniform Rules, Regulations and Sanctions
Uniform Rules, Regulations and Sanctions Summary, TN, July 26, 1996
Uniform Rules, Regulations and Sanctions Summary, MO, Aug 2, 1996
Uniform Rules, Regulations and Sanctions Summary, CA, Aug 16, 1996

Executive Summary: Training and Research Workshop
Training and Research Workshop Summary, TN, July 26, 1996
Training and Research Workshop Summary, MO, Aug 2, 1996
Training and Research Workshop Summary, CA, Aug 16, 1996

Appendix C: Proposed Scar Rule (drafted by APHIS/USDA)





Strategic Direction Summary
Horse Protection Program
Public Meetings, 1996



Background


Twenty six years after Congress declared that soring is cruel and inhumane with the enactment of the Horse Protection Act (1970), soring still exists and the horse's welfare is compromised. The 1976 amendment to the HPA established the Designated Qualified Person (DQP) program administered through the Horse Industry Organizations (HIOs) as a mechanism for detecting sored horses; however, a discrepancy continues in the number of reported violations with and without USDA presence at the shows. Thus, the Animal and Plant Health Inspection Service (APHIS) of the United States Department of Agriculture (USDA) hosted a series of public meetings to discuss proposed changes to the current Horse Protection Act (HPA) and seek recommendations to reduce the incidence of soring. Three public meetings were held in Murfreesboro, Tennessee, St. Louis, Missouri, and Sacramento, California on July 26, August 2, and August 16, 1996, respectively. Attendees totaled 271 people for the three meetings and included concerned individuals, breeders, owners, trainers, exhibitors, veterinarians, farriers, and representatives of the certified HIOs, animal protection organizations, breed registries, university researchers, and horse show organizations. At each meeting site, workgroups were conducted by the leaders Randy Luikart, M.A. Thomas, Tim Cordes, and Carolyn Stull on the topics of Self Regulatory Enforcement, USDA Certification, Uniform Rules and Sanctions, and Training and Research, respectively.

Vision

Using the draft document entitled "Strategic Direction for the Horse Protection Program" (USDA, July, 1996) as a discussion platform, a proposal suggested the establishment and implementation of an effective plan through a partnership of the USDA and certified HIOs to achieve a high level of compliance and enforcement of the HPA, with the realization of budgetary constraints. This report will attempt to compile and summarize the recommendations and opinions aimed at determining if revisions of the HPA program are necessary and appropriate to reduce the incidence of soring and enhance enforcement. Both written comments from organizations and individuals (Appendix A) and the summaries submitted by workgroup leaders from each of the three hearing sites (Appendix B) were utilized in the compilation of this report.

Philosophical Platforms and Concerns

Partnerships are successful if based on trust, accountability and communication and these are necessary components brought forth by all partners. Skepticism about the proposed partnership was expressed by some about any relationship with the government, mostly due to past performance, lack of support for field personnel in the enforcement of the HPA, and unequal treatment among the HIOs. It was noted that it is careless to shift the USDA's responsibility to the HIOs. On the other hand, apprehension and animosity was communicated concerning the lack of the HIOs and their membership to perceive soring as a distinct problem within the industry, past HPA violation records of some of the HIO administrators and officers, the performance record of the DQP systems compared to USDA presence, and further to commit to the viewpoint that a sored horse is socially unacceptable. These issues, whether real or perceived, must be seriously addressed prior to the building of any trustworthy and productive relationship. Some commentors expressed their opposition to the entire concept of "self-regulation" and perceive it as "the fox guarding the hen house." However, some of the participants supported the concept of partnership of the USDA with the certified HIOs in enforcing the HPA, but noted that intensive and comprehensive training sessions, performance/outcome evaluations, and increased communication venues must be established and implemented for success to evolve and the welfare of the horse ensured. The stakeholders must be held accountable, know their roles, communicate in an open and timely manner, and be progressive in seeking educational opportunities, intensive training programs, and development of objective techniques to identify violators.

Role of USDA/APHIS

The USDA/APHIS must maintain its ultimate responsibility in the enforcement of the HPA. The crucial concept of a strong leadership role for the USDA would parallel the function of a senior partner or team captain with unyielding support for its field personnel. This leadership would be critical in coordinating and implementing "models" for effective communication, dispute/issue resolution, level and intensity of training program, establishment and evaluation of performance standards of HIOs, and data compilation and accessibility. These model venues would set the stage for other various stakeholders in achieving the appropriate level of expectations and goals in effectively enforcing the HPA. All certified HIOs should be treated as equal regardless of size, as long as they meet the established USDA guidelines.

Complete disclosure of all information concerning HPA violators received strong support and all agreed it would benefit the horse's welfare. USDA could act as a clearinghouse for all HIOs by developing a central system of data collection and dissemination of information on a timely basis. This information should include the show lists, DQP lists, violators' list, suspensions, and other related HPA data. An easy accessible database on a web site of the Internet was suggested since this would enhance the timely dissemination of information shared between the HIOs and possibly to the public. Accessibility and circulation of the suspension lists would enhance the credibility and commitment of the HIOs and USDA.

Conflict resolution procedures must be developed for a fair hearing process, which includes due process, checks and balances, and ability to demonstrate accountability by reporting outcomes. The identification of a committee or third party resolution officer whose primary responsibility would be the conflict resolution between USDA and HIOs should be assessed. Possible membership could include USDA, HIOs, American Association of Equine Practitioners, American Horse Council, or other stakeholders.

USDA may consider broadening the scope of inspections to include nonaffiliated shows and/or other breeds at multi-breed shows. It may be that with the added costs of the HPA enforcement responsibilities of HIOs, unaffiliated shows with lower exhibitor fees may attract more participants and the potential for violations of the HPA may rise. However, opinions varied on the time frame and priority of implementation of more USDA resources to unaffiliated shows or sales. The consensus appeared to agree that when and if the HIO partnership successfully demonstrates effectiveness, APHIS emphasis should be shifted to more unaffiliated shows and sales. Other breeds and horse show organizations have developed regulations and mechanisms of effective enforcement concerning the care and welfare of their breed or competitive discipline; thus no expanded enforcement of the HPA is deemed necessary at this time.

Role of HIOs

The HIO's responsibilities must be based on the acknowledgment that USDA has the ultimate authority in the enforcement of the HPA. The HIO's responsibilities would be expanded allowing them to be more of a participant in the enforcement of the HPA than is currently in existence. Additional enforcement stipulations, commitment, enhanced performance, and expectations by the USDA would be required from the participating HIOs and are necessary for an effective working relationship. Stricter guidelines, disclosure of information, and accountability would be a integral role of the HIOs.

Most opinions supported the DQP system as a workable system, but not sophisticated enough to meet operating needs. The DQP system must be improved. HIOs would be responsible for enhanced training of DQPs, judges, show management, and exhibitors/trainers/owners to the HPA. Other DQP issues which the HIOs should be expected to administer included more stringent selection of DQPs, minimizing conflicts of interest, establishing a conflict resolution mechanism on the local level, and performance evaluation of DQPs. HIOs would be responsible for formulating rulebooks for adherence to HPA and submitting rulebooks to USDA for approval. Accurate and timely record keeping should be developed by the HIOs and be easily accessible by USDA for audits.

Fundamental Components

Self Regulation

Utilization of other horse industry groups for their expertise and cooperation on formulating welfare programs was suggested. One group suggested that suspension lists be circulated to the public much like the American Horse Shows Association does in their newsletter. Accountability of these lists by USDA would enhance the credibility of the HIOs and identify the HPA violators.

Communication is required for the continued success of any partnership, and informal and formal meetings will be required to evaluate procedures and correct problems on a timely basis between and within all levels of the HIOs and USDA. Conflicts, when encountered at the local level, should be handled swiftly and impartially, away from public scrutiny. Conflict mechanisms need to be developed and included in training programs. HIOs should be held fully accountable to the other partners over conflicts. Accurate accountability and disclosure of all information by both the USDA and HIOs would reduce these types of conflicts.

Stricter rules and elevated credibility of the leaders of the organizations was suggested to enhance the partnership and provide accountability to the industry. There was apprehension expressed over the USDA approving all show rules, but that USDA's approval of rulebooks should focus only on the rules pertaining to the HPA. However, there was willingness expressed to submit show rules for informational purposes. There was some concern over the USDA considering horse show rule violations as violations of the HPA. These rules need to be clearly delineated.

Comprehensive training and education programs regarding the enforcement of the HPA should be accessible to show management, judges, farriers, exhibitor/owners/trainers, and others associated with the horse industry to ensure a more equitable enforcement of the HPA. Guidelines of inspections should be uniform and standardized between the HIOs. All stakeholders should use the same terminology which could be introduced in training sessions.


Certification

A primary concern in the certification is that all HIOs should be treated as equal by the USDA regardless of their size or political influence. All USDA documents and other communications should be available to all HIOs on a equivalent basis. Preferential treatment will only serve to erode the accountability and leadership of the USDA. Regularly scheduled consultations between the USDA and HIOs should be held to improve communication, build rapport, and resolve conflicts in an impartial and timely manner. Representatives of both the HIOs and USDA should be accessible on an informal basis in a timely manner.

USDA should establish a review team with the responsibility for the certification and auditing of all HIOs. This team would review initial (provisional) certification programs and conduct periodic reviews on a yearly basis. The suggested certification levels would include provisional or apprentice, certified, probationary and decertified. An appeal process should be in place at time of implementation. VMOs should be responsible for the evaluation of the DQP programs in the field. If chronic noncompliance problems exist, the licensing of the HIO should be revoked. All HIOs must have a rule book that addresses the HPA and be approved by the USDA. Conflict of interest at the individual, management, and HIO levels must be addressed in the rulebook.

Certification standards should consider the following elements including a designated DQP coordinator, the ability to understand and enforce the HPA, an evaluation mechanism for identifying improvement areas, HIO's mission statement with goals, objectives and time lines, published comprehensive rulebook of the bylaws, financial statements using GAAP (generally accepted accounting procedures) standards, a training and education function, both written and practical evaluations should be required of new and refresher courses for DQPs, DQPs' resumes must be on file and accessible, documenting of veterinary consultants, and the DQP programs should be standardized between HIOs.

The DQP program requires substantial enhancement in order to successfully meet the vision. Each HIO's DQP program requires a designated coordinator who can devote the required time necessary to manage their specific program. This will aid in effective communication and may network the HIO with some synergetic benefits.


Uniform Rules, Regulations, and Sanctions

A definitive scar rule is the platform of uniform rules and possibly the effectiveness of the program. The scar rule as presently written has various interpretations among HIOs, USDA, and other stakeholders. An improved scar rule was submitted by written comments and is provided in Appendix C. Close scrutiny by the USDA must be given for its application and timely incorporation into the HPA or the drafting and adoption of more suitable specific language. The USDA should establish minimum standards for violations, penalties, and sanctions which must be accepted amongst all HIOs. This will assist in standardizing penalties, decreasing disputes, and enhance compliance.

Many of the specific topics concerning the uniform rules centered around the DQPs. The number of entries rather than the number of horses should be considered in the assignment of the number of DQPs at a show. The penalty system for DQPs should be an escalating system for first, second, or third time offense, and the concept of "three strikes and you're out" was supported. After receiving a letter of reprimand, it is preferable that a DQP attends as an apprentice with APHIS for 2 shows within a 2-4 month time frame. The first letter of reprimand should be handled by the HIOs; whereby, two or more letters of reprimand should be handled by USDA. DQPs should still be allowed to appeal through the Administrative Law Judge. The USDA must be present at the DQP's hearing.

Acceptable levels of penalties should be based on an escalating or progressive scale which factors in elements such as number of violations, severity of violation, and points of accountability. It was agreed that offenses should be accumulated but time frames should range from one show year to a lifetime. Broadening the penalties to be inclusive of the owner, trainer, and exhibitor should be considered. Rules should also effectively address the following topics since these have been indicated as areas of conflict in obtaining compliance to the HPA. These areas include use of acrylic or other substances on hoofs, swollen coronet bands and loss of hair in the pastern area during inspection, tack trucks and other equipment in the holding area, more emphasis and penalties on unilateral sore horses, the allowance of stewarding of a horse to minimize its reaction to palpation, allowance of inspection of legs under leg wraps in barn areas for the detection of foreign substances, tighter control of warm-up area and exit ring, and penalties associated with threatening a VMO or DQP (mandatory 5 year to life suspension was suggested).

Commendable HIO performance needs to be objectively defined, measured using statistically valid methods, and awarded- not just punished when deficient. Industry would like a mechanism by which feedback (both positive and negative) may be given to the agency regarding VMO performance.


Training/Research

Training of DQPs from all certified HIOs and VMOs should be conducted in joint sessions on a regional basis, thus aiding in the standardization of inspections, utilization of consistent terminology, and enhancement of communication between the VMOs and DQPs, which may lessen tension and build rapport. There was strong support for the development of a mentoring system in which a "new" DQP would mentor with an experienced VMO. Contributors of training resources and expertise included the VMOs, HIOs, and animal protection groups. There should be consistency of instructors on a year-to-year basis.

Training goals and agendas for VMOs and DQPs must be augmented to a much higher level. Training must be comprehensive and focus on standardization of inspection techniques among all inspectors. Topics which should receive serious consideration include current techniques in soring or pressure shoeing horses, use of digital pulse/pressure during inspections, and the development of interpersonal skills and issue resolution. Training should include more "hands-on" experience, with VMOs and DQPs sequentially examining the same horse in an effort to standardize inspections. Greater availability and use of visual aids such as videotapes and slide sets would be beneficial to the participants. Consistent terminology (i.e., sore vs sensitive) should be addressed so everyone is "speaking the same language."

Qualifications of the DQP were addressed since this is an area of past controversy. Qualifications of the DQP should include that the individual be physically capable, knowledgeable of horses in the areas of anatomy, behavior and the biomechanics of gaits, and free from conflicts of interest. There was no consensus reached on whether past violators of HPA should be considered in the selection of DQPs. However, some strongly expressed the view that the DQP should be a role model for the industry and therefore should not possess any violation of the HPA. Immediate and permanent revocation of a DQP's license upon receipt of a HPA violation ticket is valid.

Judges must be educated/trained on their appropriate role of the "bad image" horse and compliance of the HPA. The critical role of the judge in placing horses can be the most influential factor in the success of enhanced compliance. Judges should be required to receive specialized training prior to licensing. Their enrollment in the joint training sessions of the DQPs and VMOs would be appropriate. Judges should be required to have a "clean" record which is void of HPA violations. Exhibitors/owners/ trainers need an alternative winning image- and the judges and HIOs must be accountable for this proposition.

Broad-based education, especially targeted for youth, may be instrumental in changing the participant's attitude, and benefitting the welfare of the horse both inside and out of the arena. Educational programs could be fashioned after the "no smoking" or "anti-drug" media campaigns. Education and/or training programs additionally should be developed for the veterinary community, farriers, exhibitors/trainer/owners, and show management with the goal of changing consciousness, elevating the respect for the DQPs and VMOs, and increasing compliance.

Data generated through research was generally agreed upon to enhance compliance of the HPA. Topics of research with high priority included the utilization of modalities (thermography, fluoroscope, digital pulse/pressure, ultrasound) to develop objective methods for detection of soring and pressure shoeing. An objective technology, even with some known deficiencies, should be embraced by the HIOs and USDA to be utilized as an adjunct to inspection or as a screening mechanism in identifying violators. Support was also received for the identification of methods of chemical analysis for urine, blood or hair, and the effects of action devices, shoes, and pads. University faculties were considered the most credible source to perform the research, although collaboration among other disciplines may be synergetic to the design, data collection, and application of the results. Funding sources for research should be sought from USDA, HIOs, animal protection groups, and allied industry.


Conclusion

The welfare of the horse was the primary driving force behind the current regulations and much of the concern expressed during the discussions and from written comments. With an increase in societal awareness and sensitivity towards animal welfare issues, a sincere and coordinated effort between the USDA, HIOs, and other stakeholders is necessary in protecting the welfare of the individual horse and the future of the industry.


Respectfully submitted:
Carolyn L. Stull, Ph.D.
Chair

September 12, 1996

School of Veterinary Medicine
University of California
Davis, California 95616


APPENDIX A


Written comments were received from the following organizations:

American Association of Equine Practitioners, Lexington, KY (Gary L. Carpenter)
American Horse Council, Washington, DC (James J. Hickey, Jr.)
American Horse Protection Association, Inc., Washington, DC (Robin C. Lohnes)
American Horse Shows Association, Inc., New York, NY (Eric L. Straus)
American Humane Association, Washington, DC (Adele Douglass)
American Quarter Horse Association, Amarillo, TX (Bill Brewer)
Fund for Animals Inc., San Francisco, CA (Virginia Handley)
Horse Power Project, Inc., Monterey, CA (Sharon Johnston)
Hooved Animal Humane Society, Woodstock, IL (Donna Ewing)
International Plantation Walking Horse Association, DQP Regulatory Commission, Burbank, CA (Larry Connelly, D.V.M.)
National Horse Show Commission, Washington, DC (Tom Blankenship and Niels Holch)
National Plantation Walking Horse Association, Inc., Anaheim, CA (Karen Ayres)
Professional Rodeo Cowboys Association, Colorado, Springs, CO (Terri Greer)

Written comments were received from the following individuals:

Donna Benefield, Frazier Park, CA
Beth Jennings, Sun City, CA
Richard Harrison, Burbank, CA
Karin Pavlovsky, Temecula, CA
David Lichman, Sacramento, CA
Gordon Lull, Agua Dolce, CA
Gary Narvaez, Hemet, CA
Butch Smith, address unknown



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