PACT TAG REGIONAL COLLECTION PLANNING MEETING MINUTES
FOR MEETIIYGSI-IELD APRIL17-18,1999 AT PITTSBURGH AZA REGIONAL CONFERENCE

          1) Brad-Parks, Public Programs Coordinator for Denver Zoo, officially accepted the role as Education Advisor to the                   PACT TAG. Brad has prior work experience with Partners in Flight and strong bird and education interests.

2) Peter Luscomb - Honolutu Zoo, distributed copies of a model Species Interest Committee collection planning          format/spreadsheet. Peter used Thayer bird inc, software (essentially Sibley and Monroe taxonomy on disk) to          generate complete species lists for species covered by his SIC.

3) The suggestion was made that all SICs should standardize the format of their RCP recommendations using a            spreadsheet. Once consensus is reached on the format it would be e-mailed by the TAG Chair and then to all SIC chairs. The format could possibly be Peter Luscomb's example with a few added fields e.g. species range.

4) A question was raised about "unofficial studbooks" or "registries", i.e. most species in the RCP should be genetically managed at some level but does this mean official studbooks for all or somethin- short of that? WCMC will be questioning any species recommended as a "mana,-,ed" population in an RCP for which there are small (- < 20) existing captive populations. WCMC will also likely be recommending Studbook/ PMPs for any captive population of over - 50 individuals. No consensus reached about how this impacts the way we should designate species in the PACT RCP.

5) Jim Bonner suggested using screening filters when selecting species for the RCP, such as any that have a "high" ratinc, for any of the agreed upon selection criteria. Cracid TAG used presence/absence in North American colelctions as a first broad filter. Otherwise, using Peter Luscombs example some SICs could have hundreds of species to evaluate.

        6) Ken Reininger to ask Martin Vince (manager of ihe AIG web page) if the web page can hold down-loadable files of              compiled info - e.g. the SIC goals, objectives and spreadsheets.

        7) Some Passeriforme bird species are still not covered by one of the SICs (North American endemics, South American              endemics, tropical mockingbirds and thrashers, Zosterops, old world honey-eaters, bowerbirds, Austral/Asia            endemics, New Zealand endermics; see Josef Lindholm for more comprehensive draft list). Need to identify these groups and recruit SIC organizers.

        8) Each SIC needs to identify goals and outcomes specific to the aroup of birds (e.o,. management goals, husbandry              guidelines, bio-profiles, reference lists).

9) PACT TAG Mission Statement Brainstorming Ideas:

Workinc, to demonstrate the roles and importance of PACT TAG species in world ecosystems. Workinc, to demonstrate the roles and importance of PACT TAG species in world ecosystems and to better insure survival in the wild and in AZA institutions and procrams.

To responsibly manage captive populations to demonstrate the roles and importance .... (as above) Fostering appreciation and conservation of PACT TAG species in the world's ecosystems by: responsibly managing sustainable captive populations, fostering public education programs and fostering/supporting in situ conservation programs.

Final Draft PACT TAG Mission Statement: To foster public awareness and support for conservation of PACT TAG species in ecosystems worldwide by promoting responsible management for sustainable populations.

10) Additional species selection issues SIC organizers may need to deal with when prioritizing/applying selection criteria:               •poorly known or totally unknown husbandry methods
            •species poorly represented in captivity
            •species well established in the private sector
            •species poorly managed in the private sectior
            •larger private sector issues
            •selecting species for biological traits and behaviors in support of educational themes

• flagship species - those with direct conservation value (not always available species)
• species of conservation concern still available in wild bird trade
• ethics of acquiring wild caught birds & recommending species for which this will be necessary
• educational programs to be developed by TAG, SICS- these need to have substance not just potential
• medical issues
• opportunities for partnerships w/ range countries, CAPS, other TAGS, etc.
• type of genetic management will vary with the management category
• focus on consistent captive breeding to create self-sustaining captive populations
• as of Dec 98 there were 514 Passeriform species represented in North American collections; of these 51.4% of these species were represented by 5 or fewer individuals and 32.5 % were represented by IO or more individuals
• native passerines - special issues e.g. ethics of wild caught birds, permits, educational justification
• how to handle sub-species

Selection Criteria Organization and Application Process:

a) Chuck Siegel suggested an evaluation process in which each selection criterion is weighted as a % of the whole totalling 100%. Then also use a scoring system (e.g. Hi = 4, Med = 3, Low = 2, Data Deficient = 1) and apply by multiplying weight x score.
b) Concern was expressed that often there is a clumping of scores when using a scoring system like this and decisions aren't as clear-cut as you would hope.
c) For SICs with large numbers of species this would mean a lot of work.
d) Can a broad first filter be applied - more subjective but practical? For example split into species with a current existing captive population and those which would require phase-in

Working Groups Formed to Further Define Two Such Scoring Systems:

Group #1: Mary Jo Willis, Ed Lewins, Jim Bonner, Greg Toffic, Wendy Worth, Ken Reininger

Using the following selection criteria:
Husbandry Expertise Educational Value
Exhibit Value Taxonomic Uniqueness
Existing Viable Captive Population Number of Other Regional Captive Programs for Similar Species
Conservation Value Potential to Effect In-Situ Conservation
Availability of Potential Founders Re-introduction Potential
Scientific/Research Value
Divided the Selection Criteria into three sub-categories:
 
"A" Husbandry Expertise (22%)
Exhibit Value (20%) total value = 60% of the whole
Existing Viable Captive Population (I 8%)
 
"B" Conservation Value (7%)
Availability of Potential Founders (7%)
Educational Value (7%) total value = 30% of the whole
Taxonomic Uniqueness (5%)
Scientific/Research Potential (4%)
 
"C" Potential to Effect In-Situ Conservation (4%)
Number of Other Regional Captive Programs for Similar Species (3%) total value 10% of whole Potential for Re-introduction to the Wild (3%)
Scoring System: Hi = 9 Med = 3 Low= I Data Deficient = 0

Group #2: James Mejeur, Chris Brown, Fred Beall, Dave Omdorf, Kathy Pringy, Teri Gradzinski, Ted Fox, Joe DeGraw

Propsed the use of a decision tree with more limited use of a scoring toot e.g. only for justifying phase-in species or as a tie-breaker. A rough example of a decision tree was outlined by Scott Barton.

(Used Broadbill Group examples to test both evaluation tools.)

Proposed Species Selection criteria for Phase-In Species - 6 possible justifications for phasing-in a species with no current significant captive NA populations.

1) Low number in current captive population but real potential for Population increase e.g. recent advances in captive breeding, planned importation.
2) Recent population increase even though no lonc, term sustained captive management success
3) Taxonomic uniqueness/flagship potential/model research population
4) Recent changes in conservation status and corresponding change in availability
5) Government agency request for assistance with confiscation, developing captive husbandry methods, etc
6) Lacked champion previously but now have someone to oroanize a program

Additional Ideas:

a) keep a running "candidate species" list
b) use other rankin- system only as a tie-breaker
c) re-evaluate borderline or candidate species on a periodic basis

Debate: After both Groups presented their ideas on how to structure and apply selection criteria, all PACT TAG members assembled discussed the pros and cons of a scoring evaluation process as opposed to a more subjective species selection process (using broad filters). Also debated was whether all SICs need to use the same evaluation tool.

It was pointed out the REGASP software uses a high/medium/low field for scoring each species selection criteria.

Consensus that any evaluation tool must:
1) use WCMC established management categories
2) be applied consistently across all SICs and taxa
3) document/justify all species selection decisions made in an accessible form
4) set the direction for captive collections for the next 3 years with implied longer-terrn commitments for SSP & PUT species
5) reviews all taxa in the TAG covered groupings, not just those currently and historically in captivity
6) be user fiiendly
7) allow some flexibility for individual collection managers to meet institution specific display needs
8) facilitate informed decisions about species selection by collection managers

Peter Luscomb recommended/proposed the PACT TAG sponsor a space survey organized by SIC. He suggested requesting information on:

a) How many species from each SIC does your institution project being able to display/hold?
b) How many walk-through exhibit spaces does your institution have? Of these, how many do or could hold PACT TAG species?
c) How many non walk-through exhibit spaces does your institution have'? Of these, how many do or could hold PACT TAG species?
d) How many non-exhibit spaces does your institution have? How many of these do/could hold PACT species
e) What zoogeographically restricted exhibits does your institution have and what are they restricted to? What other "theme" restricted exhibits does your institution have and describe what these themes are?

KTR / 20 September, 1999