herd testing in the us and the role of qc– sievert 2010 steven j. sievert technical director,...

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HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Herd Testing in United States and the Role of Quality Certification Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

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Page 1: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Herd Testing in United States and the Role of Quality Certification

Steven J. SievertTechnical Director, National DHIA/DHIA Services

Manager, Quality Certification Services Inc.

Page 2: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 2

Overview of Herd Testing in the U.S.

Meter Center

Field Service

Provider

Dairy Farm AIPLDRPC

Laboratory

Consultants, Vets & Nutritionists

AI Organizations

BreedAssociations

Interbull

Page 3: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 4: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 5: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 6: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 7: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 8: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 9: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 10: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Page 11: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010Sievert, 2008 ICAR, DHI Manager’s Session, 11

Quality Certification in the United States Program is user-driven

Guidelines developed by service providers Review and recommendation by Audit Review

Committee Approval by Council on Dairy Cattle Breeding (Records

Providers, Breed Associations and A.I. Organizations)

Administered by Quality Certification Services, Inc. Specific auditors for each service area Serve as compliance auditor and educational resource

Page 12: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Quality Certification in the United States Two views on the certification process…

Certification is a business requirement Certification is an asset to our business The difference is subtle and rooted in leadership and/or

management at the provider level

Our Mission

Provide a reliable source of information to people interested in the U.S. dairy records industry

Page 13: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 13

Scope of QCS 27 Field Service affiliates working with:

3,007 Field Technicians (including 284 Dependent Service Providers)

47 Meter Centers and 89 Meter Technicians103,165 Certified Portable Meters

66,127 Certified Electronic Meters

47 Laboratories analyzing an average of 4.73 million milk samples monthly

4 Dairy Records Processing Centers processing cow data QCS interaction with CDCB, ARC, FSAC, LAC, ICAR, AIPL, NAAB, PDCA, USAHA, and industry partners.

Page 14: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 14

Assuring Data Accuracy is the Role of QCS

Meter Center

Field Service

Provider

Dairy Farm AIPLDRPC

Laboratory

Consultants, Vets & Nutritionists

AI Organizations

BreedAssociations

Interbull

Page 15: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Is There a Difference between Certified Providers? No….

All certified providers meet the minimum standards or guidelines for their service area

Assurance of the accuracy of data throughout the system

And Yes… Providers operate in a competitive marketplace Invest in employees Offer service-driven programs and services Exceed the minimum standards in each compliance area Market their people and organization effectively

Page 16: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 16

Who are the Field Service Providers?

Page 17: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 17

Wide range of ownership or management• Private testing businesses• Federated associations• Vertically integrated organizations• Non-profit organizations and for-profit businesses

Working with 3,007 Field Technicians• Employee Field Technicians• Employees of County Testing Organizations• Independent Milk Testers/Testing Organizations

27 Field Service Providers serving the U.S.

Page 18: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 18

Certified Field Service Affiliates

Page 19: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Snapshot of the U.S. Milk Recording Providers

All DHI Providers

Working with… 4.4 million cows in 23,005 herds

10,412 to 784,214 cows

8 to 4,425 herds

3,007 field technicians

103,165 portable meters

66,127 electronic meters

Top Quartile (n=7)

Working with… Herds of all sizes/all geographic locations

110,000 to 559,685 cows

145 to 4,425 herds

15 to 196 technicians

930 to 10,814 portable meters

72 to 3,987 electronic meters

Page 20: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 20

Certification of Field Service Providers Guidelines developed by DHI Managers Certification program administered by QCS

Annual Certification – alternating on- and off-site Education resource for all providers

Annual Certification

Initial Training of Field Techs

Continuing Education

Of Field Technicians

Calibration of

Portable Meters

Calibration of Electronic

Meters

Calibration of

Scales

Comparison of Test Day andMilk Shipped

Data

Verification of Member Service

Agreements

Page 21: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 21

QC – It starts at the dairy Member Service Agreements

• Education of dairymen with respect to Code of Ethics, Release and Use of Records, and Uniform Operating Procedures

• Includes Herd Code, Owner, Date and Signatures from Dairy and Field Service Affiliate

• Every dairy needs to have one on file to submit data to the GEP (AIPL) – receive young sire incentives, animal PTA’s, breed recognition programs

Page 22: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 22

QC – It starts at the dairy Monitoring Test Day/Milk Shipped

Deviations

◦ Average test day weight is 103% of bulk tank

◦ Investigate if <96% or >110%◦ Common sources of variation

include Hospital milk not in bulk tank Large calf milk usage Irregular milk pickups by plant Two herds (herd codes) in one bulk tank

◦ Sales and Service Opportunity?Yes!

90 95 100 105 110 115

Page 23: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 23

QC – It starts at the dairy Performance of Electronic Milk Meters

◦Must be ICAR approved model (i.e. Boumatic Perfection)

◦Annual evaluation by: Water Calibration Test Parlor Performance Report

EMMR from PC Dart Parlor Report from Dairy Comp 305 Metatron Report from DairyPlan (GEA)

◦Need to identify the make, model & number

Page 24: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 24

QC – Electronic Meter Monitoring

<< PRE CALIBRATION

POST >> CALIBRATION

Page 25: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Is There is Difference? Electronic Meter CalibrationThe Minimum Standard…

Annual calibration or statistical review of each electronic meter

The Goal…

Ensure that accurate data is being sent to the dairy records processing center from dairies using daily meters

The Top Quartile…

Calibration of meters one to twelve (monthly) times per year

Going the extra mile…

Meters are periodically out of spec

Sales and service opportunity for provider

Maximizing the performance of the dairy’s investment

Page 26: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 26

QC – The Field Technician’s Role Annual Continuing Education Requirement

Calibrate your Portable Meters Annually

Proper Sample Collection and Handling

Support for Field Service Affiliate◦ Conduit from the dairy to field service affiliate◦ Collection of MSA, EMM, BT documentation◦ Ensure dairy gets value from records

Page 27: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Is There is Difference? Field Technician TrainingThe Minimum Standard…

On-farm training with 3 herds

The Goal…

Provide new technicians with hands-on training of meters, sampling and data entry/handling

The Top Quartile…

On-farm training with 7-20 herds

Going the extra mile…

Technicians are ‘farm-ready’ and exposed to a variety of milking systems and designs

Meet the expectations of today’s dairies

Page 28: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Is There is Difference? Field Technician TrainingThe Minimum Standard…

Annual continuing education meeting for all technicians

The Goal…

Educational forum for updates to policies, procedures, and technology changes

The Top Quartile…

Field technician training 2x to 12x per year

Going the extra mile…

Employees are part of team and provided with tools for success

Balanced approach of training, support, and marketing

The field force is the ‘front line’ of sales

Page 29: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 29

Complaints from Dairyman Field Technician does not show up on time Field Technician appearance/behavior is not professional Meters do not operate properly Meters are dirty Meters are old (or appear to be old) Field Technician is not mixing samples properly Sample ID accuracy Data entry errors/handling Data turn-around time

Bottom Line – the little things matter…

Page 30: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 30

What are the Meter Centers?

Page 31: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 31

QCS - the Meter Center role

Calibrates the portable meters used in the field using approved procedures

Maintenance and repair of meters

Continued training of meter technicians

Timely reporting of calibration results to Field Service Affiliate

Page 32: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 32

Calibration of Meters a Priority45 Certified Meter Centers in the U.S.A.89 Certified Meter TechniciansMeters must be calibrated every 12 months (not 14)Uniform Calibration and Performance Guidelines

Meter Center Audits• Every 2 Years• Portable & Stationary

Calibration Centers

Meter Technician Audits• Every 2 Years• Maintenance/Calibration

Meter Technician Training• Required Every 5 Years• Manufacturer Supported

Page 33: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 33

Certified Meter Centers

Page 34: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

Is There is Difference? Portable Meter CalibrationThe Minimum Standard…

Calibrate each portable meter annually at a certified meter center

The Goal…

Ensure that each meter is calibrated and providing accurate estimate of milk production

The Top Quartile…

Calibration of meters one to four times each year

Going the extra mile…

Meters are ‘in-service’ 300 to 400 hours per month

Identified the need to inspect/repair/calibrate these meters more frequent basis

The ‘oil change’ theory

Page 35: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 35

The Responsibility of Laboratories

Page 36: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 36

47 DHI Laboratories in the U.S. and Mexico

Varying business structuresCounty DHI laboratoriesPrivately held laboratoriesLabs operating as part of integrated field service provider

Offering varying servicesDHI component testing onlyAnalysis of DHI and payment samplesMUN testing (31 labs)ELISA testing of milk samples (11 labs)PCR and/or Microbiology services

Page 37: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 37

47 DHI Laboratories in the U.S. and Mexico

Sample analysis includes4.73 million milk samples monthly (2-year mean)Smallest lab analyzes 8,000 samples per monthLargest lab analyzes 464,000 samples per month

Two Components of Certification

Biennial On-Site Audit

Monthly SamplesUnknown Analysis

Page 38: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 38

Certified Laboratories

Page 39: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 39

Samples Unknown LabCertification Report

Lab within Guidelines

Page 40: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 40

Samples Unknown LabCertification Report

Lab out of Compliance

Page 41: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 41

Samples Unknown LabComparison Report

Allows a lab to compare their lab with other program participants Only know their identity – do not know who the other labs are Identify trends, see all the instruments at once Marketing tool?

Page 42: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 42

ELISA Proficiency – Certification Report

Page 43: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 43

Shows performance of all participating laboratories Only know your performance -

ELISA Proficiency – Comparison Report

TEXASDHIA

Page 44: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 44

Dairy Records Processing Centers (DRPC)

Page 45: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 45

Four Records Processing Centers in the U.S.Process monthly DHI data for herds on both Official and Management ProgramsProvide technical training for field service providers and field technicians

Two Components

of Certification

Annual Off-Site Audit

Monthly Test Herd

Processing

Handling the Data

Page 46: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 46

Dairy Records Processing Centers

Page 47: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

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Page 48: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

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Page 49: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010

The difference is the management team– not the program

The QC program is the fundamental basis Independent (3rd party) audit of compliance Provides the (part of the) framework for the field service

activities of recording providers Resource for the recording provider

The management team … Recognizes the importance of compliance areas Integrates QC into day-to-day service activities Invests time and capital in people and programs Markets and positions their organization

Page 50: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 50

QC – Everyone’s responsibility

Accuracy and reliability of data

Levels the playing field for all providers

Independent of size, structure or geographic location

Dairies, Studs, Breed Associations, etc. all trust us to do the job

right

Quality data at the dairy level to make educated management

decisions

Page 51: HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 Steven J. Sievert Technical Director, National DHIA/DHIA Services Manager, Quality Certification

HERD TESTING IN THE US AND THE ROLE OF QC– SIEVERT 2010 51

A simple, yet vital mission….

Providing a reliable source of information to people interested in the U.S. dairy records industry.

Quality Certification Services Inc.

•Performance & Quality Standards

•Compliance Auditing of Providers

•Education, Training, & Development