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1 REQUIREMENTS FOR ENROLLMENT recorded ( r ) Dressage Technical Delegate At the time of application for enrollment in the recorded ( r ) Dressage Technical Delegate Training Program, the applicant must be a Senior active member in good standing of the United States Equestrian Federation (USEF). The following requirements for enrollment in the r Dressage Technical Delegate Training Program must be completed within eight (8) years of the application date. Along with the application form and required fees, please include documentation from separate competitions for the requirements under #1 and #2: 1. Serve as an active member of the organization committee at five or more USEF licensed Dressage Competitions. This service should include participation as the *qualified manager or *qualified secretary (including either entry and/or competition secretary positions) of at least two competitions with responsibility for the respectivee duties that are outlined in USEF Chapter 12. The applicant must have been on the grounds throughout the two competitions. At least two of the five competitions must have separate competition recognition numbers, and be two or more days in length o At least two competitions must be at separate locations. o At least four of these competitions must be Level 2 or higher. LOC/DTD0211 * Must be qualified for the manager and secretary positions according to USEF Dressage Levels criteria, and must be the manager or secretary of record with USEF and USDF. 2. Serve for a minimum of five *full days, one each at a minimum of three different USEF Dressage Competitions operated under at least three differentt managers and three different Licensees. At least one day of secretarial work and one day of scoring, ncluding freestyles, is required. For the remaining threee days, serve in three or more of the following positions: scribe, scorer, stable manager, grounds manager, chief ring steward, volunteer coordinator or a similar position of responsibility. *A full day is a minimum of six working hours at competition. Working less than six hours per day cannot be used to fulfill this requirement but may be used as additional experience. 3. Attendance at the USDF Apprentice TD program and at one or more USEF Dressage TD clinics. See Requirements of the Training Program for additional information. Documentation is required using the USEF verification form. Verification forms must list the duties that the applicant performed as a member of management and for each staff/ /volunteer position, including the approximate number of hours worked at each competition. Additional documentation can be in the form of signed letters from competition management, including a copy off the prize list and/or program book from the competition, etc. One of the following is also required, along with appropriate documentation. *Additional experiences are highly recommended: 1. Experience at three different USEF Dressage Competitions as a competitor, trainer, or coach of a competitor. updated

2 2. Participation as part of management or as a competitor at five separate non USEF licensed/usdf recognized Dressage Competitions that may include USEF licensed Regular Competitions, USDF Jr/YR or Adult Team competitions, schooling or Pony Club dressage competitions. *Attendance at USDF Annual Convention meetings for Technical Delegates and Competition Managers, or USEF educational seminars for competition managers will be considered as additional experiences, but are not required. R Category 2 (C2) Stewards who have been licensed by the Federation for a minimum of five (5) years, and who have officiated at a minimum of five (5) USEF licensed Regular Competitions holding Dressage classes, may apply for enrollment in the recorded (r) Dressage Technical Delegate Training Program upon completion of at least three *full days service in two or more of the following positions at a Dressage Competition: manager, secretary, or scorer. Appropriate documentation must be submitted, as stated above. *A full day is a minimum of six working hours at competition. Working less than six hours per day cannot be used to fulfill this requirement but may be used as additional experience. Once your application and the required verifications have been received, confidential evaluations will be mailed on your behalf to each of the individuals you list as a reference. DO NOT include members of the USEF Licensed Officials Committee or USEF Dressage Committee; Confidential Evaluations will be sent from USEF staff directly to each member of the USEF Dressage Committee. At least 15 evaluations which actually evaluate the candidate must be returned from members of the Federation, 12 of which must be from the current roster of USEF Dressage Judges, Dressage Technical Delegates, or members of the USEF Dressage Committee. If the required number of evaluations is received, your application will be presented at the next Licensed Officials Committee meeting; meetings are normally scheduled three times a year. Applicants will be notified by letter within two weeks following the meeting as to the Committee s decision regarding the enrollment application. r Dressage Technical Delegate Training Program Once an applicant is accepted into the r Dressage Technical Delegate Training Program, the requirements of the training program must be completed within two years after the applicant has been approved into the program, unless given additional time by the Licensed Officials Committee. Requirements of the Program: 1. Dressage Technical Delegate candidates must complete both the USEF/USDF approved Dressage Technical Delegate Training session and the USEF Dressage Technical Delegate clinic within one year of acceptance into the training program and prior to field apprenticeship. 2. Candidates must field apprentice at a minimum of four different USEF licensed Dressage Competitions under at least three different Federation licensed Dressage Technical Delegates, two of whom must be Registered (R) DTDs approved by USEF to accept apprentices. Recorded (r) DTDs who accept apprentices must have at least five years experience as a Dressage Technical Delegate, and must be approved by USEF to accept apprentices. Apprenticeships with DTDs who are not on an approved list will not be counted towards the minimum number required for the DTD training program. At least three of the competitions used for apprenticing must be longer than one day. Three of the four must offer FEI level classes. The competitions must be in at least two different locations, at least one of which must be with a USEF approved R DTD in a location outside the apprentice s home USDF Region and one in a location outside of the apprentice s home state. Multiple competitions held on consecutive days under the same Management and Licensee will be counted as one competition for the purpose of apprenticing. LOC/DTD0211 updated

3 In order for an apprenticeship to be counted in the minimum required, the apprentice must attend the entire competition and perform no other activities related to the competition (i.e. competing, management). Each of the officials with whom you apprentice must return your evaluation to the USEF Licensed Officials Department. 3. After contacting competition management for permission to apprentice, the candidate must then obtain consent from the official Technical Delegate that the candidate wishes to apprentice with and submit an Apprentice Card Application form to the Federation. There is no limit to the number of times an individual can be granted permission to apprentice. The apprentice DTD will need to bring a DTD report to complete for educational purpose. This report will be reviewed by the licensed DTD for the competition but will not be forwarded to the Federation office. The report will not be used to supplement or contradict the report of the official DTD. An apprentice DTD has observer status only and has no authority to perform the duties of a licensed DTD. 4. When the applicant has completed a USEF/USDF Dressage Technical Delegate Training session and all apprenticeships described in #2 above, he/she must notify the Federation in writing that the information is complete. The applicant must then complete a written examination that consists of 60% closed book and 40% open book, which will be administered each year at the USDF Annual Convention, before or after the annual Dressage TD clinic, or at another time and location approved and supervised by the USEF Licensed Officials Department. Applicants must receive an overall score of 80% or better score on the exam. 5. DTD applicants must complete the USEF Dressage/DSHB Pony Measurement Certification program prior to being licensed by USEF. 6. Providing all evaluations are present, all requirements met, and a passing score is received on the written exam and Pony Measurement Certification exam, the LOC will review the materials and the applicant will be notified within two weeks following the meeting regarding the decision. United States Equestrian Federation, Inc Iron Works Parkway Lexington, KY Phone: fax: LOC/DTD0211 updated

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5 APPRENTICE CARD APPLICATION Dressage Technical Delegate On behalf of the Comp # (Name of Competition) I hereby apply for permission for the following person: (Competition Manager/Secretary, etc.) Full Name: Member #: Complete Address: Phone Number: Address: to apprentice at said competition to be held on under the direction of the below named USEF licensed Dressage Technical Delegate: I affirm that said competition holds itself responsible for the fact that the above named person is familiar with the Federation Rules and is capable by virtue of his/her experience to apprentice as requested. Show Official s Signature: Print Name: Phone Number: Print Complete Address: 1. The applicant must obtain consent from the licensed Technical Delegate with whom he/she will be serving. 2. Permission for more than one apprentice at any single competition will not be granted. 3. All applicants are required to be Senior members of the Federation and currently enrolled in the Dressage TD Training Program. 4. All applicants must have attended the USEF/USDF Dressage Technical Delegate Clinic prior to apprenticing. Applications must be completed in full and returned to the USEF prior to the start of the competition. United States Equestrian Federation, Inc Iron Works Parkway Lexington, KY Licensed Officials Department Phone: (859) Fax: (859) LOC/DTD03.09 updated 12/01/08

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7 DRESSAGE TECHNICAL DELEGATE S APPRENTICE EVALUATION FORM To be completed at a United States Equestrian Federation (USEF) licensed Dressage competition by the designated Licensed Technical Delegate and returned to the USEF Licensed Officials Department. Apprentice s Name: Member # Name of Dressage Competition: Competition No: Dates of Competition: Location of Competition: Name and membership number of licensed TD: Name of Competition Manager: Were FEI classes offered: Yes No Number of days Apprentice accompanied DTD: Using the USEF Dressage scale of marks 0-10 (DR122.8) rate the candidate on the following: I. KNOWLEDGE OF USEF RULES AND ROLE OF TECHNICAL DELEGATE IN ENFORCEMENT OF RULES 1. Understands role and responsibilities of DTD. 2. Understands intent of Federation rules. 3. Knows both Federation general regulations and those pertaining specifically to the Dressage division. (When questions/problems arose, candidate s knowledge of where to find the answers was comprehensive.) II. GENERAL APPROACH AND WORKING KNOWLEDGE OF COMPETITION PROCEDURES 1. Comprehensive working knowledge of competition management duties and responsibilities. 2. Arrived on time, dressed appropriately, equipped with the necessary Rule Book and material(s). 3. Verifies that sufficient people and knowledgeable available to staff competition. 4. Understands competitors needs (footing, warm-up, support system, etc.). 5. Comprehensive working knowledge of physical requirements of facility (barns, safety, etc.) III. PERFORMANCE IN COMPLETING TD REPORT 1. Efficient method for checking/reviewing entry forms for required information. 2. Correctly documents problems on DTD report. LOC/DTD04.09 United States Equestrian Federation, Inc 12/1/ Iron Works Parkway, Lexington, Ky Phone: (859) Fax: (859)

8 IV. SPECIAL SITUATIONS 1. Knows criteria for making charges/protests and is aware of procedures for holding a hearing. 2. Shows ability to problem-solve, communicates tactfully and knowledgeably with competitors, management and officials and is familiar with conflict resolution techniques. 3. In a sensitive situation, candidate exercises appropriate judgment and behaves appropriately. 4. Shows ability to keep cool under pressure. 5. Can distinguish between genuine rule infractions and emotional complaints. V. CANDIDATE EVALUATION 1. Shows a cooperative attitude and willingness to learn. 2. Well-conceived responses to questions/problems posed in various areas. 3. Suggests action to proactively solve/correct problems. 4. Observant of potential safety problems and suggested solutions. 5. Fully researched issues prior to suggesting solutions. 6. General attitude was: a. Over-enthusiastic b. Dictatorial and overbearing c. Disinterested d. Diplomatic and confident e. Insecure VI. RECOMMENDATIONS TO LICENSED OFFICIALS COMMITTEE 1. Do you recommend that this apprentice be given USEF TD approval when the training program has been completed? Yes, I believe that this apprentice has a clear understanding of the Technical Delegate s role, has comprehensive knowledge of Federation rules and procedures and has the personality and interpersonal skills required to fulfill the duties. Yes, with the following reservations. The candidate should work to improve in the following areas: Note: In this case, additional apprenticeships or other work may be requested. No. (List reasons why) Please give your overall opinion of the candidate s strengths and weaknesses, along with any suggestions for improvement Signature: Date: LOC/DTD04.09 United States Equestrian Federation, Inc 12/1/ Iron Works Parkway, Lexington, Ky Phone: (859) Fax: (859)

9 Guidelines for On-site Training of Apprentice Dressage Technical Delegates Each area listed below is to be covered by discussion or example (inspection or observation) by each DTD. Completed form is to be returned to the United States Equestrian Federation (USEF). BEFORE THE COMPETITION Federation Comments on Prize List Experience of management Review previous TD report Arrival of forms from USEF (drug reports, show members evaluation forms, etc.) Time schedule, potential problems Review prize list ARRIVAL Medical personnel present, emergency phone numbers posted. Review program the evening before. Check arena footing, construction, size. Check letters, markers at letters, etc. Judge s Box/Water/Toilet facilities readily available and adequate. Check time schedule, judges breaks, hours on grounds, eligibility for assigned classes Check that judges are properly placed and sheltered See that competition secretary has or is getting documentation of eligibility and signatures and that they are not in pencil Check that telephone or emergency call system with directions to event posted Rings, warm-up, secretary office identified Review plans with management for maintaining footing in competition rings and warmup areas. AS THE COMPETITION BEGINS Judges, scribes, correct tests are ready, scribe briefed to use pens and get any score changes initiated. Tack inspector, ring stewards present and briefed If necessary, gate keeper present Announcing system functioning in all areas. Method of collecting, scoring, and posting Communications adequate among announcer, stewards, medical personnel and officials. DURING THE COMPETITION Warm-up and schooling arenas supervised Collect and review completed medication forms Supervise distribution of completed tests. Check entries for improper numbers, signatures, etc. Check eligibility for USEF/USDF qualifying or championship classes and First-Fourth Level Freestyles. Count non-members and number of horses for whom drug fee applies. Check required documentation (e.g. USEF cards/copies, Foreign Competitors License) Telephone available overnight stable area Proper light in warm-up and rings after sunset Schedule delays and solutions LOC/DTD /01/08

10 Prize money, ribbons, post entries properly handled Changes in schedule or interruption Required announcements made (medication forms, show report forms, etc.) Necessary withdrawals made Check stabling for compliance with rules, prize list and safety Advise management on rule interpretation Vet/farrier services available with night phone numbers posted at emergency phone Available to explain rules to competitors, management or officials Post entries properly handled Ring size changes made as necessary Recommendations from judges, riders on areas of improvement Prize money distribution Ties correctly broken DISCUSSION Cover less frequently encountered situations (i.e. report retirement ceremonies) Discuss violations, charges and protests and procedures for processing Cover differences in FEI and USEF events Understand rules on cruelty and sportsmanship Discuss eligibility and conflict of interest. Membership eligibility (i.e. owners must be members even if others sign entry as agent) Cover USEF Foreign Competitors License and permission to compete for foreign riders their eligibility for which classes Discuss USEF/USDF championships rule differences, selection competitions, eligibility Discuss entry forms, how to recognize problems Discuss drug tests at competitions, competitor withdrawal from competition grounds Needed equipment AFTER THE SHOW Fill out forms, send within required time. Submit D & M reports to Ohio office. Follow up on problems. Make copies for apprentice TD. Have apprentice TD sign evaluations. This completed evaluation form is to be returned to United States Equestrian Federation, Inc. Attn: Licensed Officials 4047 Iron Works Parkway Lexington, KY Phone: Fax: LOC/DTD /01/08

11 Competition Management s Evaluation of Apprentice Dressage Technical Delegate NOTE: The competition manger or secretary (with permission of manager) should complete and return this form directly to the USEF Licensed Officials Department in the confidential envelope provided by the apprentice. PART A: TO BE COMPLETED BY APPLICANT Apprentice Dressage Technical Delegate s Name: Membership #: Name of Competition: Comp #: Date(s) of Competition: Location Name of Competition Manager: PART B: TO BE COMPLETED BY COMPETITION MANAGER The purpose of this evaluation is to receive feedback from managers of competitions regarding the experience of having an apprentice dressage technical delegate work at your competition. This evaluation is confidential as per GR Please make additional comments on reverse side, giving specific examples where possible. Did the apprentice DTD contact you well in advance? Yes No Did the apprentice DTD receive your permission to apprentice prior to initiating contact with, and requesting permission from your technical delegate? Yes No Was the apprentice DTD flexible and willing to work within the competition management's guidelines? Yes No To the best of your knowledge, did the apprentice remained focused on his/her apprentice duties and did not become involved with any other activity such as competing, coaching, announcing, training, braiding, etc. Yes No Did you feel having this person at your competition was a positive experience? Yes No Would you consider hiring this person to serve as a dressage technical delegate Yes No at a competition of yours if he/she receives their license or promotion? This apprentice: appears well prepared to assume the duties of a dressage technical delegate. appears to have potential, but needs more training in order to assume the duties of a dressage technical delegate. appears to not yet have the qualities needed to serve as a dressage technical delegate (skills in dealing with people, sufficient knowledge of the rules, etc.) Please list any specific complaints/problems regarding the apprentice Please list any specific suggestions that could improve the apprentice program Signature of competition manager: Date: United States Equestrian Federation, Inc Iron Works Parkway Lexington, KY Ph: Fax: LOC/DTD/ /1/08

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13 GUIDELINES FOR DRESSAGE TECHINCAL DELEGATES WHO ACCEPT APPRENTICE TD S 1. Arrange to meet or talk by telephone before the competition begins. Give overview of style and opportunity for Apprentice to ask questions, if needed. 2. Include by discussion or participation all duties of the competition TD. Understand that the apprentice TD is present not to stand on the sidelines or to perform the official TD s function without supervision but to help with all inspections and closely observe all problem-solving situations. 3. The instructor TD must be willing to give as much freedom as possible to the Apprentice to deal with the whole competition even when it entails a duplication of the Instructor TD s duties. 4. Discussion of actions taken, problems perceived, suggestions to improve the running of the competition, dealing with competition management and competitors is vital. The posting of past problems and the discussion of past experience by the licensed TD can also be very helpful. 5. Be aware of the Apprentice s ability to detect potential problems before the problem has surfaced. Discuss how potential problems can be solved in the best interests of all involved. 6. Be especially aware of apprentice TD s ability to relate all Federation rules to the correct interpretation of the intent of the rules. 7. The Apprentice TD must have an opportunity to see the TD packet, and to discuss its content with the instructor TD. The Apprentice should have the opportunity to discuss and read completed TD report. 8. Create an atmosphere where the Apprentice learns, tests his/her knowledge, expresses his/her opinion and gains self-confidence. 9. Complete the DTD Apprentice Evaluation form and the Guidelines for On-Site Training and return to USEF. United States Equestrian Federation, Inc Iron Works Parkway Lexington, KY Phone: Fax: LOCDTD10.09 Revised 12/01/08

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15 Completed Training Program Confirmation Dressage Technical Delegate Training Program I have completed the following program as outlined by the United States Equestrian Federation. Division: Dressage Technical Delegate recorded ( r ) Registered ( R ) Name: Member #: Address: City: State: ZIP: Telephone: Fax: Clinic Attendance: Date: Apprentice requirements completed (list technical delegates, location, and dates): Signature: Date: Please contact the Federation office for information regarding administration of the Dressage Technical Delegate Examination once you have completed the requirements of the training program. Please return this confirmation to: United States Equestrian Federation, Inc Iron Works Parkway Lexington, KY Attn.: Licensed Officials Department LOC/DTD08.09 updated 12/01/08

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17 Dressage Technical Delegates Who Can Accept Apprentices R & r DTD Program Frances Cross Sally Davenport Lisa Gorretta Joyce Hardesty Theresa Hunt Camile Kopcik Jean Kraus Lloyd Landkamer Rebecca Lewis Janine Malone Sarah Martin Megan McGee Charles Musco Deeda Randle Debra Reinhardt Diane Stanley Elisabeth Williams r DTD Program Carol Bulmer Joe Coleman Paul Cormier Nena Denman Angela Goodwin Volpert Robert Higgins Judy Hughes Susan Lang Nancy Lowey Laurie MacTavish Tajie Major Susan Moran Tamla Nichols Michele Nihipali Doris North Heather Peterson Nancy Steinecke Anne Sushko Carolyn Van Den Berg Cleon Wingard

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