Ask the Scholar

Document scope · 1 page
doc
Scholar
Ask about this object, its catalog metadata, its source description, or the page inventory. For page-specific OCR and visual context, open one of the page chats.

Scholar Source Context

Document identity
localId
23812652
label
Economy - Inflation Impact Statements (2)
core
doc
dtoType
document
pageCount
1
Source metadata
id
23812652
contentType
document
title
Economy - Inflation Impact Statements (2)
collections
Philip W. Buchen Files
Philip Buchen's General Subject Files
subjects
Department of Agriculture. (1862 - )
Economics
Inflation (Finance)
Executive orders
Law and legislation
imageCount
1
hasImages
yes
source
import
hasTranscription
no
Source extras
naId
23812652
coverageEndDate
logicalDate
1976-03-01
month
3
year
1976
coverageStartDate
logicalDate
1974-10-01
month
10
year
1974
levelOfDescription
fileUnit
recordType
description
ocrSource
nara-archive
Single page context
seq
1
pageIndex
0
type
document
mediaId
85c68089ac05e1e2
ocrText
The original documents are located in Box 11, folder "Economy - Inflation Impact Statements (2)" of the Philip Buchen Files at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Gerald R. Ford donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. Digitized from Box 11 of the Philip Buchen Files at the Gerald R. Ford Presidential Library THE WHITE HOUSE WASHINGTON March 26, 1976 MEMORANDUM FOR: PHIL BUCHEN FROM: DUDLEY CHAPMAN SUBJECT: Revision of Executive Order on Inflation Impact Statements When we received the attached memorandum from Cal Collier last summer, I spoke to him by phone and he recommended that we postpone further action until hearing from him. Since then, the Meat Packers case, which had gone against us in the District Court, was reversed by the Court of Appeals, which could eliminate the basis for our concern. Nino tells me that he believes he has sent a subsequent memorandum and that nothing apparently needs to be done. FORD j LIBRARY 521 EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF MANAGEMENT AND BUDGET WASHINGTON, D.C. 20503 Jos Rudber July 9, 1975 MEMORANDUM FOR: PHILIP W. BUCHEN FROM: CALVIN J COLLIER SUBJECT: Revision of the Executive Order on Inflation Impact Statements We have reviewed the changes you proposed to the Executive Order requiring Inflation Impact Statements. While we are in complete agreement with the objective of curtailing litigation over this matter, we have some problems with the approach you have taken and some concern over timing of any changes in Executive Order No. 11821. We are pessimistic about the chance of either the change of name for the initiative, or the enforcement paragraph having any significant effect on litigation. Furthermore, these changes could result in a public impression that the President is no longer supporting the program and a corresponding reac- tion, and lessening of effort, by Departments and agencies. Given the high visibility that the program has been given, a name change would subject us to ridicule. I believe it would be a mistake to anticipate that a new name for the program will have a substantial impact on court action. While it is unfortunate that a term was initially used which was so comparable to that used in the environmental statutes, the comparison is likely to remain even if the order is recaptioned. The new Section 6, while purporting to limit judicial inter- vention, may have little or no effect on the courts. I doubt that it is sufficient to preclude judicial consideration of an agency's compliance with the order. In regard to the timing of a change in Executive Order No. 11821, the agencies are just developing experience with the initiative. Any substantive revisions at this time would delay our full implementation schedule and could not reflect any insights which may be gained by continuing as presently structured for another few months. FORD is LIBRARY 2 OMB could have serious problems with the proposed revision of Section 2. This would require copies of all major proposals and their economic analyses to be submitted to OMB. While likely to inundate OMB with paper, the purpose of this sub- mission is not clear and the potential for various interpre- tations is obvious. I am enclosing a memorandum prepared by the General Counsel of the Council on Wage and Price Stability, which I think will be of interest to you. Finally, it is my understanding that Nino Scalia may have some new thoughts on ways to solve the litigation problem without undermining the progress we are making to implement the President's program. Enclosure meat packers time aprials opinion no c/a FORD : LIBRARY GERALD EXECUTIVE OFFICE OF THE PRESIDENT COUNCIL ON WAGE AND PRICE STABILITY 726 JACKSON PLACE, N.W. WASHINGTON, D.C. 20506 July 1, 1975 Jane Finn, Esquire General Counsel's Office Office of Management and Budget Old Executive Office Building Washington, D.C. Dear Jane: Enclosed is a memorandum reflecting my initial thoughts about the proposed new Executive Order. George Eads and A1 Rees agree with these views. Further, A1 agrees that it would be use- ful to have a meeting to discuss this sometime soon. I also understand that the General Counsel's Office at FEA is also considering a proposed amendment, for this same pur- pose, to the Executive Order. I will get in touch with them to get their proposal. Since you mentioned Dudley Chapman's interest in this matter, I am also sending him a copy of the memorandum. Sincerely, Vaughn Vanghn C. Williams General Counsel CC: Dudley Chapman BERALD FORD LIBRARY July 1, 1975 MEMORANDUM TO: Jane Finn FROM: Vaughn Williams UW SUBJECT: Proposed Amendment of the Inflation Impact Program This is intended to reflect my views about the circulated draft of a new Executive Order to supersede Executive Order 11821. As set forth below, I do not like that proposal. I instead pro- pose that the existing Executive Order 11821 be retained and per- haps amended by the addition of a paragraph like one of the two attached. A. Reason for the Amendment The proposed amendment, I understand, results from a con- cern that the existing Executive Order will generally be interpreted, / as the District Court in Nebraska has already interpreted it, to create a private cause of action to enjoin agency actions allegedly promulgated without full compliance with the Executive Order. Of Like course, an Executive Order cannot be determinative of this issue, sayar mother doesn how since (i) the President, unlike Congress, does not have the author- ity to limit the federal courts' jurisdiction, and (ii) the courts write you a */ I am referring to the District Court's recent decision in Independent Meat Packers Association V. Butz to enjoin Agri- culture's proposed new beef grading standards. FORD is LIBRARY 038870 - 2 - will subsequently interpret whatever the President signs. Thus, in my view, the more specific purpose of the proposal is to create Rather a "legislative history" reflecting that it was not the President's Then change intention that Executive Order 11821 become the basis for private Therating langs. litigation. B. The Proposal The proposal would attempt to accomplish the above purpose by two means. First, it would add a new Section 6 that focuses directly on the issue by stating that no litigation was intended. I agree that the addition of such a paragraph is a useful way to accomplish the purpose, although I have included as Attachment A a paragraph that I think would be a more direct and effective state- ment. Second, the proposal would attempt to disassociate the inflation impact program in several ways from the environmental impact program, an analogy that has perhaps been overstated. These changes are listed below. I think that they are only cosmetic changes, with little positive result and probable harmful results. (1) The proposed new Executive Order would use the term "economic effect assessment" rather than "inflation impact analy- sis." While the former does sound less like "environmental impact statement", I think it is a distinction without any legal FORD : AERALD LIBRARY - 3 - meaning. While it might have been preferable to have the latter term in the original Executive Order, it would be confusing to change it now. (2) The new Executive Order would not require the Federal Register publication of a certification that the economic effect of any proposal had been analyzed. I think this would weaken the program by implying that agency analyses would not and should not be subject to public comment, even in the agency's own rulemaking proceeding. In my view these analyses would be assisted by public comment. Public comment would be consistent with the President's various comments about the need to avoid the high costs of regula- tion. (3) The proposal would revoke Executive Order 11821 and create a new one, changed as described above. I think that the use of a new Executive Order underscores changes in the program */ As argued in the Justice Department's briefs to date, whether an Executive Order creates a right to litigation depends upon whether it was intended to further a statutory right. (See, for example, Brookhaven Housing Coalition V. Kunzig, 341 F. Supp. 1026 (1972) - "The Executive Order, hav- ing been issued and published by the President pursuant to statutory authority is not a mere internal housekeeping arrange- ment, as asserted by defendants." I do not think the termi- nology affects this issue. In the proposed paragraph included as Attachment A I have tried to explain that the Executive Order is not based upon any statute but rather upon the President's "supervisory powers" (whatever that term means). FORD : GERALD LIBRARY - 4 - enough to cause a confused period of transition, during which the agencies can extend their lack of cooperation, noting that the changes will have weakened the program. Given the difficul- ties in initiating Executive Order 11821, I think this is a very likely reaction by the agencies to the proposal. C. Alternatives Generally, I think it is important that any change be pro- mulgated as an amendment to Executive Order 11821 rather than as a new Executive Order. There seem to be the following alternatives. (1) Await the outcome of the Justice Department's appeal in the Independent Meat Packers Association litigation, at least if that appeal is proceeding quickly. A favorable result here would be more dispositive than a changed Executive Order. (2) Adopt a paragraph, as you suggested, that says that an agency has fully complied with the Executive Order when it has undertaken certain procedural steps (that is, published a certifi- cate, sent a summary of its analysis to the Council, for example). This alternative would not deny the possibility of judicial review, */ There would be enough change to create confusion. Whether a published certification was still required might cause some confusion. Whether summaries of analyses are still to be sent to the Council on Wage and Price Stability, and whether OMB Circular A-107 would still be effective would more clearly cause confusion. FORDO is 07V830 LIBRARY - 5 - but would attempt to limit it to these procedural requirements and not the quality of an agency's analysis. I have included a draft of such a paragraph as Attachment B. GERALD FORD LIBRARY ATTACHMENT A Draft Amendment for Executive Order 11821 New Section 6. This Executive Order is issued pursuant to the President's supervisory powers and is not intended to create any remedy for the delay, invalidation or other judicial review of any legislation, rule or regulation proposed by any agency subject to this Order. Enforcement of the requirements of this Executive Order shall be effected exclusively through the supervisory powers of the President and the Office of Management and Budget. FUNDO = DERALO LIBRARY ATTACHMENT B Draft Amendment for Executive Order 11821 New Section 6. An agency shall be deemed to have fully complied with this Executive Order when it has (i) published a certification of its analysis of the inflation impact of any major proposal as required by Section 1, and (ii) provided any information about its analyses that is requested by the Office of Management and Budget or by any other department or agency, including the Council on Wage and Price Stability, to whom respon- sibilities under this Executive Order are delegated. FOND LIBRARY EXECUTIVE OFFICE OF THE PRESIDENT COUNCIL ON WAGE AND PRICE STABILITY 726 JACKSON PLACE, N.W. WASHINGTON, D.C. 20506 July 1, 1975 Jane Finn, Esquire General Counsel's Office Office of Management and Budget Old Executive Office Building Washington, D.C. Dear Jane: Enclosed is a memorandum reflecting my initial thoughts about the proposed new Executive Order. George Eads and A1 Rees agree with these views. Further, A1 agrees that it would be use- ful to have a meeting to discuss this sometime soon. I also understand that the General Counsel's Office at FEA is also considering a proposed amendment, for this same pur- pose, to the Executive Order. I will get in touch with them to get their proposal. Since you mentioned Dudley Chapman's interest in this matter, I am also sending him a copy of the memorandum. Sincerely, Vaughn Vaughn C. Williams General Counsel CC: Dudley Chapman LIBRAR July 1, 1975 MEMORANDUM TO: Jane Finn FROM: Vaughn Williams UW SUBJECT: Proposed Amendment of the Inflation Impact Program This is intended to reflect my views about the circulated draft of a new Executive Order to supersede Executive Order 11821. As set forth below, I do not like that proposal. I instead pro- pose that the existing Executive Order 11821 be retained and per- haps amended by the addition of a paragraph like one of the two attached. A. Reason for the Amendment The proposed amendment, I understand, results from a con- cern that the existing Executive Order will generally be interpreted, as the District Court in Nebraska has already interpreted it, to create a private cause of action to enjoin agency actions allegedly promulgated without full compliance with the Executive Order. Of course, an Executive Order cannot be determinative of this issue, since (i) the President, unlike Congress, does not have the author- ity to limit the federal courts' jurisdiction, and (ii) the courts */ I am referring to the District Court's recent decision in Independent Meat Packers Association V. Butz to enjoin Agri- culture's proposed new beef grading standards. FORD is LIBRARY - 2 - will subsequently interpret whatever the President signs. Thus, in my view, the more specific purpose of the proposal is to create a "legislative history" reflecting that it was not the President's intention that Executive Order 11821 become the basis for private litigation. B. The Proposal The proposal would attempt to accomplish the above purpose by two means. First, it would add a new Section 6 that focuses directly on the issue by stating that no litigation was intended. I agree that the addition of such a paragraph is a useful way to accomplish the purpose, although I have included as Attachment A a paragraph that I think would be a more direct and effective state- ment. Second, the proposal would attempt to disassociate the inflation impact program in several ways from the environmental impact program, an analogy that has perhaps been overstated. These changes are listed below. I think that they are only cosmetic changes, with little positive result and probable harmful results. (1) The proposed new Executive Order would use the term "economic effect assessment" rather than "inflation impact analy- sis." While the former does sound less like "environmental impact statement", I think it is a distinction without any legal FORD LIBRARY - 3 - meaning. While it might have been preferable to have the latter term in the original Executive Order, it would be confusing to change it now. (2) The new Executive Order would not require the Federal Register publication of a certification that the economic effect of any proposal had been analyzed. I think this would weaken the program by implying that agency analyses would not and should not be subject to public comment, even in the agency's own rulemaking proceeding. In my view these analyses would be assisted by public comment. Public comment would be consistent with the President's various comments about the need to avoid the high costs of regula- tion. (3) The proposal would revoke Executive Order 11821 and create a new one, changed as described above. I think that the use of a new Executive Order underscores changes in the program */ As argued in the Justice Department's briefs to date, whether an Executive Order creates a right to litigation depends upon whether it was intended to further a statutory right. (See, for example, Brookhaven Housing Coalition V. Kunzig, 341 F. Supp. 1026 (1972) - "The Executive Order, hav- ing been issued and published by the President pursuant to statutory authority is not a mere internal housekeeping arrange- ment, as asserted by defendants." I do not think the termi- nology affects this issue. In the proposed paragraph included as Attachment A I have tried to explain that the Executive Order is not based upon any statute but rather upon the President's "supervisory powers" (whatever that term means). FORD is GERAL LIBRARY - 4 - enough to cause a confused period of transition, during which the agencies can extend their lack of cooperation, noting that the changes will have weakened the program. Given the difficul- ties in initiating Executive Order 11821, I think this is a very likely reaction by the agencies to the proposal. C. Alternatives Generally, I think it is important that any change be pro- mulgated as an amendment to Executive Order 11821 rather than as a new Executive Order. There seem to be the following alternatives. (1) Await the outcome of the Justice Department's appeal in the Independent Meat Packers Association litigation, at least if that appeal is proceeding quickly. A favorable result here would be more dispositive than a changed Executive Order. (2) Adopt a paragraph, as you suggested, that says that an agency has fully complied with the Executive Order when it has undertaken certain procedural steps (that is, published a certifi- cate, sent a summary of its analysis to the Council, for example). This alternative would not deny the possibility of judicial review, */ There would be enough change to create confusion. Whether a published certification was still required might cause some confusion. Whether summaries of analyses are still to be sent to the Council on Wage and Price Stability, and whether OMB Circular A-107 would still be effective would more clearly cause confusion. FORD is LIBRARY - 5 - but would attempt to limit it to these procedural requirements and not the quality of an agency's analysis. I have included a draft of such a paragraph as Attachment B. FUND : OERALD LIBRARY ATTACHMENT A Draft Amendment for Executive Order 11821 New Section 6. This Executive Order is issued pursuant to the President's supervisory powers and is not intended to create any remedy for the delay, invalidation or other judicial review of any legislation, rule or regulation proposed by any agency subject to this Order. Enforcement of the requirements of this Executive Order shall be effected exclusively through the supervisory powers of the President and the Office of Management and Budget. BENALD LIS8484 ATTACHMENT B Draft Amendment for Executive Order 11821 New Section 6. An agency shall be deemed to have fully complied with this Executive Order when it has (i) published a certification of its analysis of the inflation impact of any major proposal as required by Section 1, and (ii) provided any information about its analyses that is requested by the Office of Management and Budget or by any other department or agency, including the Council on Wage and Price Stability, to whom respon- sibilities under this Executive Order are delegated. LIBRARY BERALD Furn GERALD R. FORD ACTION ROUTING AND TRANSMITTAL SLIP 1 TO (Name, office symbol or location) INITIALS CIRCULATE Mr. Buchen White House DATE COORDINATION 2 INITIALS FILE DATE INFORMATION 3 INITIALS NOTE AND RETURN DATE PER CON VERSATION 4/16 X 4 INITIALS SEE ME DATE SIGNATURE REMARKS LIBRARY GERALD F. FORM Do NOT use this form as a RECORD of approvals, concurrences, disapprovals, clearances, and similar actions. FROM (Name, office symbol or location) DATE 4/16/75 Antonin Scalia / got PHONE OPTIONAL FORM 41 552-103 GPO 5041-101 AUGUST 1967 GSA FPMR (41CFR) 100.11.206 AMM:LU:dp CC: Arms Control & Disarmament Agency OLA Files APR 1 4 L33 Mr. Ulman Mrs. Gauf Honorable Clement J. Zablocki Chairman, Subcommittee on National Policy and Scientific Development Committee on Foreign Affairs United States House of Representatives Washington, D. C. 20515 Dear Mr. Chairman: The Office of Management and Budget has asked this Department to advise you of its views concerning the amend- fu ment to add section 36 to the Arms Control and Disarmament Act proposed by section 104 of H.R. 1550, a bill to amend that act, and for other purposes. The new section would & require any agency proposing an authorization for a program exceeding $250 million or an annual appropriation exceeding $50 million for armaments, ammunition, implements of war or military facilities to prepare and submit to the Director , Ins of the Arms Control and Disarmement Agency an impact statement. The statements and ACDA reports thereon would be furnished to the NSC, OMB, and the Congress, and the Director would be required to make recommendations to the Congress with respect to any of the programs covered. As you are undoubtedly aware, existing statutory require- ments for impact statements by Executive branch agencies have given rise to voluminous and protracted litigation by third parties, delaying numerous Federal projects for sub- stantial periods of time. The proposed amendment also threatens to give rise to such litigation, even in the face of legislation authorizing the expenditures. Cf. Committee for Nuclear Responsibility, Inc. V. Seaborg, 463 F.2d 783, 785 (C.A.D.C. 1971). Since we think it unwise to risk substantial and unjustified delay in the execution of programs having important national defense implications, the Department recommends that the amendment be deleted, or modified in such a way that the risk of litigation will be avoided. R. GERALD FORD LIBRARY The Office of Management and Budget advises that from the standpoint of the Administration's program, there is no objection to the submission of this letter for the considera- tion of the Congress. Sincerely, A. Mitchell McConnell, Jr. Acting Assistant Attorney General Office of Legislative Affairs FORD : LIBRARY DERALD - - 2 - The Plaintiff, Mitchell B. Garshman, 88 1492. INDEPENDENT MEAT PACKERS AS- meat meat pur- is not entitled to preliminary injunc- SOCIATION, an unincorporated veyors association, livestock feeders as- tion enjoining the Defendants from con- association, Plaintiff, sociation and restaurant association had vening, in the absence of his counsel, the Robert D. Rachlin, Downs, Rachlin & National Association of Meat Purveyors, standing to maintain action seeking de- University Hearing Board to consider Martin, St. Johnsbury, Vt., for plaintiff. an unincorporated association, claratory and injunctive relief from pro- the charges of academic dishonesty John M. Dinse, Dinse, Allen & Erd- Plaintiff-Intervenor, mulgation and enforcement of Depart- against him. mann, Burlington, Vt., for defendant. National Livestock Feeders Associa- ment of Agriculture rules revising grad- An appropriate order will be entered. MEMORANDUM AND ORDER tion, Plaintiff-Intervenor, ing standards for beef. 5 U.S.C.A. § HOLDEN, District Judge. National Restaurant Association, 702; 28 U.S.C.A. §§ 1331, 1337. Plaintiff-Intervenor, 2. Food @-1.7 The defendant has moved to dismis. NUMBER SYSTEM Consumer Federation of America Enactment of regulation requiring this wrongful death action (14 V.S.A. $$ et al., Plaintiffs-Intervenors, that all quality graded meat be also yield 1491, 1492) on two grounds: (1) the ac- V. graded, which is a measure of quantity, tion is barred by the applicable statute of limitations and (2) the plaintiff, by Earl L. BUTZ, Individually and in his ca- was beyond authority granted Secretary pacity as United States Secretary of of Agriculture under statute providing Evelyn DUTIL, Administratrix of the Es- failing to procure ancillary letters of ad- tate of Raymond Dutil Agriculture, et al., Defendants, that Secretary is to certify and identify ministration in Vermont, lacks capacity. American National Cattlemen's Associa- class, quality, quantity and condition of V.- to bring this suit. The Court's finding tion, a corporation, Defendant- agricultural products to the end that ag- Marlin M. MAYETTE. that the plaintiff does lack capacity to Intervenor. ricultural products be marked to best ad- Civ. No. 73-138. bring this suit makes it unnecessary to Civ. No. 75-0-105. vantage and that consumers to able to reach the statute of limitations issue. United States District Court, United States District Court, obtain quality product which they de- D. Vermont. At the hearing on January 3, 1975 on D. Nebraska. sire, except that no person shall be re- Feb. 4, 1975. these two affirmative defenses, plain- quired to use the service authorized by tiff's counsel conceded that the plaintiff May 29, 1975. statute. Agricultural Marketing Act of administratrix had not procured ancil- 1946, § 203(h), 7 U.S.C.A. § 1622(h) 5 Administratrix of decedent's estate lary letters of administration in Ver- Meat packers association, meat pur- U.S.C.A. § 706(2) (A). brought wrongful death action. On the mont. Without the authorization of an- yeyors association, livestock feeders as- 3. United States 0=28 defendant's motion to dismiss, the Dis- cillary letters of administration issued Deiation and restaurant association Constitutional article that President trict Court, Holden, Chief Judge, held in Vermont, a plaintiff administratrix ought action seeking declaratory and appointed in a foreign jurisdiction lacks shall from time to time give to Congress that an administratrix appointed in a injunctive relief from promulgation and foreign jurisdiction lacked capacity to capacity to maintain a wrongful death information of state of the union, rec- action in this state. Accordingly, the forcement of Department of Agricul- ommend to their consideration necessary maintain a wrongful death action in ture rules revising grading standards measures and take care that laws be Vermont without the authorization of complaint must be dismissed. Weinstein for beef. On plaintiffs' motion for a faithfully executed gives the President ancillary letters of administration issued v. Medical Center Hospital of Vermons, 358 F.Supp. 297 (D.Vt.1972). permanent injunction and for summary power to gather information on adminis- in Vermont. judgment, the District Court, Denney, tration of executive agencies. U.S.C.A. Motion granted. By dismissing this complaint for lack J., held that plaintiffs had standing to Const. art. 2, § 3. of capacity, the Court leaves the novel Order affirmed, 2 Cir., - F.2d maintain action; that Department and unsettled questions of recent Ver. 4. Agriculture -2 lacked authority to enact regulation re- mont statutory changes attending the Executive order requiring consider- quiring that all quality graded meat be limitations of actions to the state ation of inflation related factors such as Death 31(4) also yield graded; that material and courts.¹ cost impact on consumers, markets or Administratrix appointed in foreign substantial noncompliance with mandate governments, effect on productivity of jurisdiction lacked capacity to maintain It is ordered: of executive order requiring considera- wage earners, businesses or govern- wrongful death action in Vermont with- That the defendant's motion to dis- tion of inflation related factors executive ments, effect on competition and effect out authorization of ancillary letters of miss is granted. order required that rules revising grad- on supplies of products or services is I. The novel questions of state law include of Civil Procedure, Rule 3, and 12 V.S.A. I ing standards be set aside; and that within congressional purpose of Agricul- whether this action is deemed "commenced" 466 require that action be commenced plaintiffs were entitled to injunction but tural Marketing Act. Agricultural Mar- for purposes of tolling the statute of limita- by filing or service. There may a further not to summary judgment since evidence keting Act of 1946, §§ 202, 203(h), 7 U. tions as of the date of the complaint (see question involved win whether actions for raised issues of fact. S.C.A. §§ 1621, 1622(h). Jacques v. Jacques, 128 Vt. 140, 141, 259 A. wrongful death under 14 Injunction granted. 5. Agriculture - Cite as 395 F.Supp. 923 (1975) ing cost impact on consumèrs, business- James T. Gleason, Omaha, Neb., for April 15, 1975, but instructed this Court method is called yield grading and çon- es, and governments, effect on produc- plaintiff-intervenor National Livestock conduct: sists of five numerical grades (1 tivity of wage earners, businesses or Feeders Assn. a plenary hearing on the through 5), with 1 indicating beef that governments, effect on competition and Vard R. Johnson, Omaha, Neb., and quest for a permanent injunction will yield a high percentage of retail effect on supplies of important products Girardeau Spann, Washington, D. C., for and that a final decision of the Dis- cuts (e. g., lean cattle having minimal or services is not merely a "housekeep- plaintiffs-intervenors Consumer Federa- trict Court be rendered within 45 days fat deposits). ing" order, enforceable only by the Pres- tion of America, National Consumers of this order 2. Both quality and yield grading ident, but falls within judicial review League, Americans for Democratic Ac- contemplated by statute governing scope tion, Consumers Affairs Committee, Na- In addition, the Eighth Circuit Court of have been optional. For example, a of review of agency action, findings and tional Consumers Congress, Public Citi- Appeals instructed this Court to reexam- packing house could have some of its conclusions. 5 U.S.C.A. § 706. zen, Amalgamated Meat Cutters and ine the adequacy of the bond pursuant carcasses quality graded, others yield Butcher Workmen of North America to F.R.Civ.P. 65. Thereafter, on April graded, and yet others both quality and 6. Food @1.7 (AFL-CIO), Service Employees Interna- 18, 1975, this Court conducted a hearing yield graded. At present, approximately Material and substantial noncompli- tional Union (AFL-CIO), American on the adequacy of the bond and it was 40% of slaughtered cattle are quality ance with mandate of executive order re- ordered increased from $5,000 to graded. Of these, approximately 70% quires consideration of inflation related Federation of Teachers (AFL-CIO). $10,000, due to the high costs of "daily fall in the choice category, 7-8% fall in factors such as cost impact on consum- Daniel E. Wherry, U. S. Atty., D. copy" and the likelihood of an expedited the prime category, and 22% fall within ers, businesses, markets or governments, Nebraska, Vincent B. Terlep, Jr., Atty., lappeal. the good grade. Although the stand- effect on productivity of wage earners, U. S. Dept. of Justice, Marshall Marcus. ards for the lower grades (standard, businesses or governments, effect on Since these early proceedings, the Atty., U. S. Dept. of Agriculture, Ste- commercial, etc.) are used in the indus- competition and effect on supplies of Court has permitted four groups to in- phen L. Muehlberg, Asst. U. S. Atty., D. try as guidelines, very few- such carcas- products, required the setting aside of tervene as plaintiffs, and one group to Nebraska, for defendants. ses are officially graded due to the ex- intervene as a defendant. No other mo- proposed regulations of Department of Robert H. Berkshire, Richard J. pense of grading. Of cattle that are Agriculture regarding grading stand- tions to intervene were filed, although Wegener, Omaha, Neb., and J. Evan quality graded, approximately 50% are the Court is aware of actions subse- ards for beef. 5 U.S.C.A. § 706(2) (A). Goulding, Gen. Counsel, Denver, Colo., also yield graded. quently filed in other Federal District 7. Injunction (85(2) for defendant-intervenor, American Na- Courts alleging the same general cause 3. On September 11, 1974, the Agri- Injunctive relief would lie from pro- tional Cattlemen's Assn. of action. cultural Marketing Service of the United mulgation and enforcement of Depart- States Department of Agriculture pub- MEMORANDUM In accordance with F.R.Civ.P. 52, the ment of Agriculture rules revising grad- lished a notice and draft of revisions to Court makes the following findings of ing standards for beef, where Depart- fact: the grades. 7 C.F.R. §§ 53.100-53.105; ment's action in promulgating regula- DENNEY, District Judge. 7 C.F.R. §§ 53.201-53.206, 39 Fed.Reg. tions was in violation of mandates of This matter comes before the Court 1. Grade standards for beef were 32743 (Sept. 11, 1974). executive order and thus arbitrary, ca- for decision subsequent to a hearing riginally promulgated in 1926, in which 4. The proposed rules differed from pricious, and an abuse of discretion. 5 held from May 12, 1975 to May 23, 1975. marbling (the size and dispersion of the old rules in several aspects. U.S.C.A. § 706(2) (A). Jurisdiction is founded under 7 U.S.C. flecks of fat within the meat) was rec- a. Conformation (the shape of the 1621 et seq., 28 U.S.C. § 1331, 5 U.S.C. ognized as a major factor in evaluating carcase as compared to an ideal 8. Federal Civil Procedure 2546 Evidence, in action seeking declara- §§ 702 and 706, and 28 U.S.C. § 1337. quality. The first major revision of the shape) was eliminated as a factor grades in 1939 established physiological tory and injunctive relief from promul- In this action, filed April 1, 1975. in determining quality grade. maturity as an important additional fac- gation and enforcement of Department plaintiffs seek declaratory and injunc- tor in evaluating quality. As a very b. When officially graded, all car- of Agriculture rules revising grading tive relief from the promulgation and general rule, increases in marbling have casses would be identified for both standards for beef, raised material is- enforcement of Department of Agricul- a beneficial effect on quality, while in- quality grade and yield grade (ex- sues of fact, precluding summary judg- ture rules revising the grading stand- reases in maturity have a deleterious cept for bull carcesses, which are ment. ards for beef. After a hearing on plain- ffect on quality. Eight grades are cur- insignificant in number) tiff's motion for a preliminary injune- rently used to identify these quality dif- c. In the "A maturity" range (young tion, the Court, on April 11, 1975, grant- erences-prime, choice, good, standard, cattle from 9 to 30 months old in Frank F. Pospishil, Ben E. Kaslow, ed interlocutory relief for the reasons commercial, utility, cutter and canner. age), maturity was eliminated as Omaha, Neb., for plaintiff. stated in the Court's Memorandum Uniform palatability (a measure of the a factor in determining quality age), the marbling requirements whether to set the new standard at the ment in the Statement of Considerations Court recognizes that counsels' error were reduced one full "degree of lowest palatability acceptable under. the eceding the rules 40, Fed Reg. 11535: was unintentional and no doubt caused. marbling". for prime and choice. old standards, to set the new standard at Berry et al., (J. Animal Science by the speed at which this lawsuit pro- the higher palatability required of the $38;507) gressed. By way of clarification, there Item "C" above is of particular impor- more mature cattle in the "A" range, or tance, as it involves two decisions. The b. Romans et al:, (J. Animal Science are three documents of interest: to set the new standard somewhere in elimination of maturity as a factor im- 24:681) a. An "inflation impact evaluation" between. The department chose to set plies that the old formula was in error. C. Breidenstein, (J. Animal Science the new standard at the lowest palatabil- which is prepared by the agency Under the old standards, as the maturity 27:1532) before taking "major" action. ity previously acceptable in that grade. increased, the palatability increased. Thus, under the new standards, the con- d. McBee and Wiles, (J. Animal Sci- b. A "summary" of the inflation im- The bottom line of a grade should, of sumer will receive "choice" graded meat ence 26:701) pact statement which is prepared course, indicate uniform palatability having a palatability no worse than the e. Covington et al., (J. Animal Sci- by the agency and forwarded to along the line. Once the Department de- minimum palatability possible under the ence 30:191) the Office of Management and cided to correct the bottom lines of the old standards for "choice." f. Norris et al., (J. Food Science Budget (See Exhibit #6, IT 5(d)). 36:440) c. A "certification" that the infla- These references convince the Court that PROPOSED CHANGES IN THE RELATIONSHIP BETWEEN tionary impact has been studied, the Department had substantial evidence MARBLING, MATURITY. AND QUALITY GRADE which must accompany the rules. upon which to decide to change the ma- In this case, the certification was DEGREES OF MATURITY türity-marbling relationship, and to fix included at the end of the rules as MARBLING A B that change at the levels reflected in the promulgated, 40 F.R. 11535. new rules. ABUNDANT 496, The comments received by the De- The "summary" required in (b) above is Exhibit #901, a letter from E. L. partment were very extensive, and in MODERATELY the light most favorable to the defend- Peterson (Administrator, Agricultural ABUNDANT PRIME ants were as follows: Marketing Service) to Don Paarlberg (Director Agricultural Economics) SLIGHTLY a. Approximately 40% of the com- which was received by Mr. Paarlberg on ABUNDANT ments opposed the change in the March 6, 1975, and forwarded to the marbling-maturity requirements. Council on Wage Price Stability. This MODERATE b. Approximately 25% of the com- was the document the Court thought was ments opposed the requirement of the impact statement itself. MODEST CHOÍCE compulsory yield grading. The Court has not been presented There was no significant opposi- with the "evaluation" itself. However, SMALL tion'to the elimination of confor- Exhibit 901 contains the following mation as a factor in quality statement: grading. SLIGHT GOOD 7, Executive Order Number 11821, An analysis of the economic impact of 39 Fed.Reg. 41501, was signed on No- the grade change proposal was made TRACES vember 27, 1974. by the Commodity Eçonomics Divi- STANDARD sion, Economic Research Service. 8. During the earlier proceedings in While the primary thrust of the study PRACTICALLY DEVOID this Court, all parties represented that was not directed ab assessing the in- Exhibit B to Defendants' Objections to flationary impact the proposal, its Areas which would be included in the next higher grade. issuance of a Preliminary Injunction authors found that most of the sup- (Filing #4) was the inflationary impact portive reasons for the proposal have Area which would be changed from Good to Standard. statement required by Executive Order a foundation in economics and actual 11821. In the Court's prior Memoran- practice. Principal inflation-related dum, the Court stated its doubt that this findings, as reported in a December document was sufficient. The Court has 1974 Supplement to the Livestock and feeding for fewer days. which the carcasses are hung and moved consideration of the following inflation tive record, the Court was presented 11. Under the old regulations, quali- mánually to work stations) This meth- with evidence derived from U.S.D.A. related factors: a. Cost impact on consumers, busi- ty grading was done by official United od requires that the grader hand stamp publications to the effect that there was States Department of Agriculture Grad- or quality in two locations and for yield a slight increase in retail price following nesses, markets, or Federal, State ers. For this service, the packing house rade in ten locations. The rollermark- the change in the regulations in June, or Local Government. was charged $14.60/hour. The graders ings are applied in the usual manner 1965. In addition, the same data shows b. Effect on productivity of wage grade approximately 70 carcasses per and indicate only the quality grade. a substantial increase in the proportion earners, businesses or govern- hour-thus the cost of grading a carcass The second method under the new reg- of meat falling in the "choice" grade. ments at any level. is approximately $.20 for a typical 600 lilations is designed for packing plants The 1965 changes in the marbling matu- c. Effect on competition. pound carcass; quality grading costs using a "chain" (similar to a "rail", but rity relationship were similar in direc- d. Effect on supplies of important .033¢ per pound. This cost reflects only where the carcasses are moved automati- tion and degree to the proposed regula- products or services. the U.S.D.A. fees for the quality grad- cally to the workstations). The grader 'tions in issue in this case. The Court hand stamps for quality in two locations, does not give this evidence great weight, Circular No. A-107 (Exhibit #6) imple- ing. In addition to these fees, the pack- menting the executive order, required inghouse must employ a "rollerman" and for yield in two locations. This due to the complex economic factors who applies the stamps under the direc- method uses a rollermark containing which determine retail meat prices. the appointment of a "compliance offi- cer"; such was not done until March 18, tion and control of the official grader. both quality and yield marks. (See Ex- There is, however, no evidence in the ad- The rollerman is not employed by the hibits #902-905). ministrative record indicating a factual 1975. The Court does not view this de- lay as substantive, but the fact that a U.S.D.A.; rather, he is furnished by the Under the old regulations, it was man- basis for the Department's conclusion compliance officer was not appointed un- packinghouse to assist the official grad- datory to rollermark the brisket, while that prices would drop at the retail level. til after the final promulgation of the er and thereby reduce the time (and fees under the new regulations that is op- The Supplement to the Livestock and charged) for the grading. Rollermen tional. Meat Situation (December 1974), Exhib- rules on March 12, 1975, indicates a se- rious disregard of the requirements of typically earn approximately $5.00/hour. 13. The Court finds that the plain- it # 3, concluded that: The Court finds that the plaintiffs' tiffs will suffer more than Ten Thou- The consumer could be indirectly af- the executive order. 10. Exhibit #3, contains an analysis grading costs will roughly double under sand Dollars ($10,000.00) in increased fected by a lower relative price of the new regulations. Other packers will costs, due to increased grading expense, choice if the supply of choice should of the following pertinent factors: experience higher costs, the exact exclusive of interest and costs, should increase dramatically due to the a. The potential of compulsory yield amount depending on the proportion of the regulations in question become effec- change, and by lower prices in general grading to improve pricing accu- their output that has been yield graded tive. (See Exhibit #21). if efficiency of the industry is im- racy. under the old regulations. While the 14. There is evidence before the proved. b. The probable lowering of price to price per pound is relatively insignifi- Court, although not in the administra- The Court finds this conclusion deserv- the consumer of choice grade meat cant, the high volume of meat processed tive record, that consumer preference ing of little weight, as it is based on if the supply thereof should "in- results in a significant cost to the pack- closely parallels "palatability", as that meager facts, simplistic economic rea- crease dramatically." er. (See Exhibit #21). term is defined by the Department. All soning, and is contradicted by the past c. That retailers will probably have 12. Under the old regulations, quali- of the Department's research was in experience of the 1965 changes. to adjust their buying practices— ty grade marks were hand stamped on terms of "palatability" (as determined 17. Immediately after a head of cat- especially if they had been mar- the carcass in four locations. Each bytrained taste panels and various me- tle is killed and the hide removed, it is keting ungraded "good" meat un- grader used a stamp which included his chanical tests for shear forces and the inspected for health and sanitation pur- der a house brand. initials. To indicate "good" the grader ike)-there was no recent research re- poses; see, 21 U.S.C. § 601 et seq. At d. That packers may find it neces- would place one stamp in each of the lating to what actual consumers desire. this time, the inspector; a U.S.D.A. offi- sary to be more selective in their four locations. "Choice" was indicated In sum, the Department hypothesized a cial, often requires that grubs and buying practices to account for the by two hand stamps in each of the four consumer whose only desire was palata- bruises be tull out of the exterior fat premium placed on yield grades. locations. Likewise, "prime" required bility-and then tested for palatability. çovering. If more than a minor amount e. That feeders can expect to "feed three stamps in each of the four loca- While this is not a totally unreasonable of fat is removed, yield grading is not to choice" in fewer days. tions. Once the grader had stamped the ssumption, the Court finds no evidence permitted, as the fat thickness is an im- f. That beef production will increase careass, the rollerman would apply the support, save Exhibit #25, a test con- portant factor in the yield grade equa- rollermarks to each side of the carcass. ducted in 1961. tion. For reference, that equation is: in efficiency. g. That cattle will be marketed at The yield grade was hand stamped in 15 Seyeral cities require that all Y=2.5 +2.5T + .2P .0038W ,32A lower weights, necessitating more four locations on the carcass. meat sold at the retail level be quality where Under the new regulations, there graded. One such city is Chicago. Yield Grade (Decimal digits .=Adjusted thickness 01 fat over CONCLUSIONS or eye (inches) In accordance with F.R.Civ.P. 52(a), Emphasis added). refuse either yield grading or quality =Percent kidney, pelvic and heart fat the Court makes the following conclu- yhe defendants contend that the serv- grading. Defendants contend that the Hot carcass weight (lbs.) sions of law. Before the trial of this means the collection of all grading use of the phrase "the service authorized case, motions for summary judgment standards authorized by this subsection. by this subsection" encompasses all pos- Area of ribeye (square inches) were made by Consumer Federation of They conclude that Section 1622(h) per- sible grading services-that the Depart- Under the old regulations, even if exten- America, et al. (Filing #54); Earl L. mits a regulation requiring that all qual- ment is permitted to "bundle" the serv- sive amounts of fat were trimmed, the Butz, et al., (Filing #57); American ity graded meat be also yield graded, ices together and required that an appli- carcass was eligible for quality grading. National Cattlemens Association (Filing nd vice-versa. Both the wording of the cant take or refuse the entire "bundle". The new regulations prohibit any grad- #59) and the Independent Meat Pack- statute and its legislative history are The Court finds this construction of ing in such a situation. ers (Filing #69). These motions were unclear. When this section was debated, Section 1622(h) erroneous when consid- taken under advisement due to the 45 Congress apparently did not anticipate ered in light of the Department's own Some packers customarily trim fat day limitation imposed on this Court. the possibility of grading for yield. See definitional regulations, and the volun- while the carcass is on the kill floor. The decision herein will dispose of the 46 U.S.Code Cong. Service 1584 (1946); tary tone of Section 1622. In addition, This trimming involves at most 10 issues raised in the several motions. 92 Cong 9022-9033 (July 15, 1946). the Court finds no necessity for compul- lbs/head and is done to improve the ap- The Department of Agriculture's own sory yield grading, as a substantial pro- pearance of the carcass. [1] The Court finds that it has ju- risdiction to hear this matter pursuant construction of Section 1622(h) is as portion of all meat is yield, graded under 18. Cattle feeders customarily sell to to 5 U.S.C. § 702, 28 U.S.C. § 1331, and follows: the old regulations and no appreciable packinghouses on a "live weight basis", 7 C.F.R. § 53.1(p) Grading Service. benefit will result from compulsion. 28 U.S.C. § 1337. See Stark v. Wickard, meaning that a buyer examines the live The service established and conducted (See Findings #18-21). 321 U.S. 288, 290, 64 S.Ct. 559, 88 L.Ed. cattle and agrees to pay a certain price 733 (1944). Plaintiffs have adequately under the regulations for the determi- [2] The Court recognizes that there per pound of live weight. Occasionally, alleged "standing" within the teachings nation and certification or other iden- exists an economic compulsion to have cattle are sold on a "grade and yield ba- of United States v. S. C. R. A. P., 412 tification of the class grade or other choice grade meat graded as such-the sis", whereby the purchase price is de- U.S. 669, 93 S.Ct. 2405, 37 L.Ed.2d 254 quality of livestock or products under certification as "choice" increases the pendent on the quality and yield grades (1973). standards. value of the meat. This form of com- of the carcass, as determined after the 7 C.F.R. § 53.4: Kind of Service. pulsion is not forbidden by Section cattle is slaughtered and dressed. There Compulsory Yield Grading Grading service under the regulations 1622(h), and is the type of compulsion is no evidence in the administrative rec- The first substantive issue for consid- shall consist of the determination and that makes a voluntary system viable. ord, or otherwise, that the practice of eration pursuant to 5 U.S.C. § certification and other identification, It is the tying of yield grade to quality selling on a live weight basis will 706(2) (A), is whether "compulsory yield upon request by the applicant, of the grade which the Court finds in excess of change. grading" falls within the authority dele- class, grade, or other quality of live- statutory authority. 19. Cattle buyers are adept at assess- gated by Congress. 7 U.S.C. § 1622(h) stock or products under applicable For these reasons, the regulations re- ing the yield grade of live cattle, and states as follows: standards lating to compulsory yield grading will consider yield grades when arriving at (The Secretary of Agriculture is di- Under U.S.D.A. definitions, both the be set aside pursuant to 5 U.S.C. § an average price per pound (live weight rected and authorized) to quality and yield standards are consid- 706(2) (A). basis) of a pen of cattle. inspect, certify, and identify the class, ered as measures of "quality". See 7 20. For carcasses of the same quality quality, quantity and condition of ag- C.F.R. § 53.1 and (mm). Yield Executive Order No. 11821 grade, there is a price spread between ricultural products when shipped or grade, which measures the relative pro- [3, 4] The secondo usue for consider- received in interstate commerce, under portion of the weight of trimmed retail ation is the adequacy of the Depart- carcasses having. different yield grades. This price spread varies, depending on such rules and regulations as the Sec- cuts to the weight of the carcass is more ment's actions relative to Executive Or- retary may prescribe, including as- properly a measure of "quantity." Al- der No. 11821° As stated in Youngs- market conditions, and the exact figures sessment and collection of such fees as though the Court is aware of the Secre- town Sheet & Tube v. Sawyer, 343 U.S. are published on a daily basis in readily available market newsletters and the will be reasonable and as nearly as tary's definitions to the contrary, and 579, 585, 72 S.Ct. 863 866, 96 L.Ed. like. (See Exhibit #31). may be to cover the cost of the service the proper weight to be accorded that 1153 (1952), "The President's power, if rendered, to the end that agricultural definition, the Court finds the Secre- any, to issue the order must stem either 21. There is no evidence which di- products may be marketed to the best tary's construction unfounded. The de- from an act of Congress or from the rectly, or by inference, tends to show advantage, that trading may be facili- fendants, in their brief, concur in the Constitution itself." In this regard, the that consumer preferences will be re- tated, and that consumers may be able Court's determination that yield grading Court has considered Article II, Section flected back through marketing channels to obtain the quality product which is a measure of quantity. 3, of the United States Constitution, mend to their Consideration such fendants' proposition, except for the pre- [7] In conclusion, the Court finds Navy with respect to naval petroleum Measures as he shall judge necessary viously stated Congressional purpose. instances wherein the action of the reserves and supersedes provision of the and expedient (and) That statutory directive, combined with United States Department of Agricul- Armed Forces Act requiring competitive he shall take Care that the the substantive nature of the executive ture, in promulgating revisions to rules bidding. Laws be faithfully executed order, convinces the Court that the Or- found at 7 C.F.R. §§ 53.102, 53.104, 53.- Judgment for plaintiff. This section, by necessity, gives the der is more than a housekeeping order 105 and 53.203 to 53.206, was "arbi- and falls within the judicial review con- President the power to gather informa- trary, capricious, an abuse of discretion tion on the administration of executive templated by 5 U.S.C. § 706. See, e. g., or otherwise not in accordance with 1. War and National Emergency 38 agencies. -The information and analysis Old Dominion Branch No. 496, National law", entitling plaintiffs to injunctive The Emergency Petroleum Alloca- required by Executive Order No. 11821 Association of Letter Carriers v. Austin, relief pursuant to 5 U.S.C. § 706(2)(A). tion Act of 1973 granted to the Presi- 418 U.S. 264, 94 S.Ct. 2770, 41 L.Ed.2d would also be helpful in recommending See, generally CPC International v. dent and his delegates power to allocate new legislation. The Court has, in addi- 745 (1974) Brookhaven Housing Coali- Train, 515 F.2d 1032; (8 Cir. May 5, all domestically produced crude oil and tion, considered 7 U.S.C. § 1621, the tion v. Kunzig, 341 F.Supp. 1026 (E.D. 1975). other petroleum products and to fix the Congressional Declaration of Purpose of N.Y.1972). price of the same whether or not such [8] Although much of this decision the Agricultural Marketing Act of 1946. [6] There is no doubt that the De- products are produced by a governmen- rests on uncontroverted facts, there That section states as follows: partment's analysis of the inflationary tal agency or instrumentality, and no ex- were material issues of fact precluding In order to attain these impact did not consider the effect of the ception is provided with respect to naval summary judgment. In addition, the new regulations on: petroleum reserves. 10 U.S.C.A. §§ 7421 objectives, it is the intent of Congress Court required expert testimony to fully to provide for (a) The productivity of wage earners et seq., 7430; Emergency Petroleum AI- (3) an inte- understand the content and scope of the location Act of 1973, §§ 2 et seq., grated administration of all laws en- (b) Competition proposed regulations. 5(a) (1) as amended 15 U.S.C.A. §§ 751 acted by Congress to aid the distribu- (c) Employment For these reasons, plaintiffs' prayer et seq., (a) Federal Energy Ad- tion of agricultural products through (d) Energy resources for permanent injunctive relief will be ministration Act of 1974, § 2 et seq., 15 research, market aids and services, granted, and the previously listed mo- U.S.C.A. § 761 et seq.; Executive Order and regulatory activities, to the end (e) Secondary markets (e. g. grain) tions for summary judgment will be de- Dec. 4, 1973, No. 11748; Executive Or- that marketing methods and facilities In addition, the Department did not nied by separate order of the Court. der No. 11790, 15 U.S.C.A. § 761 note. may be improved, that distribution weigh the inflationary impact of the al- costs may be reduced and the price ternative proposals submitted by con- 2. War and National Emergency 103 spread between the producer and con- sumers and others. Nor was there a Provision of the Armed Forces Act sumer may be narrowed quantification of those factors the De- NUMBER SYSTEM requiring competitive bidding consti- with a view to making it possible for partment did consider. While the Court tutes neither a special statute nor a nec- the full production of American farms recognizes that prognostication of infla- essary part of the grant of power to the to be disposed of usefully, economical- tion is subject to inaccuracies and is at Secretary of the Navy to conserve and ly, profitably, and in an orderly man- best a difficult task, the Department's maintain the naval petroleum reserves, ner. conduct falls woefully short of that re- MOHAWK PETROLEUM CORPORA- and is superseded by the price controls This section thus requires much the quired by law. In the summary of its TION, INC., a corporation, provided by the Emergency Petroleum analysis, the Department indicated the Plaintiff, same analysis of costs and economics as Allocation Act of 1973 and regulations nature and inadequacies of the analysis V. required by the executive order. pursuant thereto. 10 U.S.C.A FOR §§ 7421 Youngstown is readily distinguishable, with the following language: DEPARTMENT OF the NAVY et al., et seq., 7430(b) Emergency etroleum While the primary thrust of the study Defendants. as that case involved the seizure of prop- Allocation Act of 1993, § 2 et-seq. as erty for public use, an action of magni- was not directed at assessing the in- No. CV 75-3156-AAH. amended 15 U.S.C.A. § 751 et seq. tude and one in conflict with constitu- flationary impact of the proposal, its United States District Court, 3. War and National Emergency 38 tional principles respecting private prop- authors found that most of the sup- C. D. California. Crude oil refinery was entitled to erty. Here, the executive order is sup- portive reasons for the proposal have May 28, 1975. injunction requiring the Navy to contin- ported by, and not in conflict with, con- a foundation in economics and actual ue supplying crude oil from a naval pe- stitutional language, and is within the practice. (See Exhibit # 901). troleum reserve after expiration date of Congressional purpose of the Agricultur- These facts convince the Court that Oil refiner brought action for de- contract between the parties, at a price al Marketing Act of 1946. there was a material and substantial laratory and injunctive relief with re- permissible under Federal Energy Ad- [5] The defendants contend that noncompliance with the mandate of Ex- spect to its supply of crude oil from na- ministration regulations, unless and un- DEPARTMENT OF AGRICULTURE OFFICE OF THE GENERAL COUNSEL WASHINGTON, D.C. 20250 March 30, 1976 SUBJECT: Independent Meat Packers Association, et al V. Earl L. Butz, et al TO: The Honorable Philip W. Buchen Counsel to the President I received a telephone call from a member of your staff requesting the citation for Independent Meat Packers Association, et al, V. Earl L. Butz, et al. Rather than give you just the citation, I thought it might be helpful to furnish the following documents: (1) The United States District Court Decision rendered by Judge Denney in Omaha, Nebraska. (2) The Government's Brief for Eighth Circuit. (3) The United States Court of Appeals Eighth Circuit Decision. As you are probably aware, the Supreme Court denied certiorari on March 22, 1976. The notation of this denial is found in 44 U. S. Law Week 3531 and listed as #75-995. If you have any specific questions, please feel free to give me a call. General JAMES D. Counsel KEAST (Enclosures) FORD is LIBRARY CERALD United States Court of Appeals FOR THE EIGHTH CIRCUIT No. 75-1486 1811110 181 TEL 110/ NOV 1911191 12 GEL 1975 Independent Meat Packers Association, et al., * Egrang Appellees, V. Earl L. Butz, Secretary of Agriculture, et al , Appellants. * Appeals from the United States District Court * for the District of Nebraska. No. 75-1541 Independent Meat Packers Association, et al. , Appellees. V. American National Cattlemen's Association, etc., Appellants. Submitted: September 11, 1975 Filed: November 14, 1975 Before MATTHES, Senior Circuit Judge, HEANEY and STEPHENSON, Circuit Judges. 145-8-1003 KoslowE:REK GL. MATTHES, Senior Circuit Judge. These are appeals from an order of the district court* permanently enjoining the implementation and enforcement of regulations promulgated by the United States Department of Agriculture (USDA) pursuant to § 203 of the Agricultural Marketing Act of 1946, 7 U.S.C. § 1622. ** The regulations revise official USDA standards for the grades of carcass The Honorable Robert V. Denney. **The Secretary and other original defendants appealed on July 2, 1975 (No. 75-1486). American National Cattlemen's Association, intervening defendant, see page 3, infra, ap- pealed on July 23, 1975 (No. 75-1541). FORD is LIBRARY -1- beef, 7 C.F.R. $$53.102, 53.104-.105 (1975), and related standards for the grades of slaughter cattle, 7 C.F.R. $$53.203-.206 (1975). Appellee Independent Meat Packers Association (Packers) initiated this action on April 1, 1975 by filing a complaint seeking declaratory and injunc- tive relief from that part of the revised regulations pro- viding that beef carcasses submitted for quality grading would be automatically graded for yield; in the alternative, the Packers sought declaratory and injunctive relief from the regulations in their entirety. The named defendants were Earl L. Butz, Secretary of Agriculture, Erwin L. Peterson, Administrator of the Agricultural Marketing Ser- vice, USDA, and Andrew Rot, Supervisor of the USDA Meat Grading Branch at Omaha, Nebraska (federal defendants). The Packers claimed that the compulsory yield provision of 1 the new regulations, which were to have taken effect on April 14, 1975, was arbitrary, capricious, "not supported by substantial evidence," and "in excess of the power" of the USDA. They further alleged that the revised regulations were issued in violation of Executive Order No. 11821, which requires an evaluation of the inflationary impact of all major legislative proposals, rules, and regulations emanating 2 from the executive branch. The complaint alleged jurisdiction 1 40 Fed. Reg. 49 (1974) 2 Executive Order No. 11821 also directs the Director of the Office of Management and Budget to develop criteria for the identification of major legislative proposals, rules, and regulations having a significant impact upon inflation and to prescribe procedures for their evaluation. Pursuant to this mandate, the Office of Management and Budget on Janu- ary 28, 1975 sent Circular No. A-107, which prescribes guide- lines for compliance with the Order, to the heads of all executive departments. FORD -2- civa 817 under 28 U.S.C. $$1331, 1337 and 5 U.S.C. $$702, 706. After a hearing on the application for a preliminary injunction, the district court, being persuaded that there was a reasonable likelihood of success, issued a prelimi- nary injunction on April 11 enjoining implementation of the revised regulations in their entirety upon the posting of a $5,000 bond. 3 The federal defendants then appealed to this court, which affirmed the district court's order granting the preliminary injunction, but remanded the cause for "a plenary hearing on the request for a permanent injunction" and an expedited decision. Independent Meat Packers Ass'n V. Butz, 514 F.2d 1119, 1120 (8th Cir. 1975) (per curiam). The district court subsequently permitted the American National Cattlemen's Association (ANCA) to intervene as a party-defendant and four groups, the Purveyors, Feeders, 4 Restaurants, and Consumers, to intervene as party-plaintiffs. 3 The bond was subsequently ordered increased to $10,000. 4 The Purveyors, Feeders, and Restaurants were represented by the National Association of Meat Purveyors, National Live- stock Feeders Association, and the National Restaurant Associa- tion. The Consumers were represented by the Consumer Federa- tion of America, the National Consumers League, Americans for Democratic Action, Consumer Affairs Committee, National Consum- ers Congress, Public Citizen, Amalgamated meat Cutters and Butcher Workmen of North America (AFL-CIO), Service Employees International Union (AFL-CIO), and the American Federation of Teachers (AFL-CIO). -3- LIBRARY The allegations of plaintiff-intervenors were substantially the same, except that the Consumers contested principally the new standards for identifying beef quality. Prior to trial the Packers, Consumers, and all defendants filed motions for summary judgment. The federal defendants also moved for an order limiting the scope of the court's inquiry to a review of the administrative record. 5 After a full trial, 6 the district court on May 29, 1975, filed a memorandum opinion incorporating its findings of fact and conclusions of law and an order denying all motions for summary judgment and permanently enjoining enforcement of the revised regulations. Independent Meat Packers Ass'n V. Butz, 395 F. Supp. 923 Neb. 1975). I. Resolution of the issues raised in this appeal requires a brief review of the history of the beef grading program currently in force. The USDA inaugurated its voluntary beef grading program in May 1927 without express congressional authorization. 7 To promote a scientific approach to the problems of marketing, transporting and distributing agri- cultural products, 8 Congress in 1946 passed the Agricultural 5 The court never formally ruled on the government's motion. When the federal defendants argued their motion for summary judgment, however, they reiterated their re- quest, which was orally denied from the bench. Tr., vol. 1, at 40-41. 6 The ten-day trial generated seventeen volumes of testimony and several hundred exhibits. 7 United States Department of Agriculture, Agriculture Marketing Service, Official United States Standards for Grades of Carcass Beef 2 (1973). 8 See 1946 U.S. Code Cong. Service 1586. -4- Marketing Act. Under § 203 of the Act, 7 U.S.C. § 1622 (h), the Secretary of Agriculture is authorized to "inspect, certify, and identify the class, quality, quantity, and condition of agricultural products .... under such rules and regulations as [he] may prescribe " Under the beef grading regulations presently in force, 7 C.F.R. $53.100 et seq., the USDA grades beef carcasses on a volun- tary fee-for-service basis. Federal graders evaluate beef carcasses for their quality grade and yield grade, but packers may request either one or both of these services. 7 C.F.R. § 53.102 (a). The quality grading system presently in effect combines both quantitative and qualitative factors, which are combined to form a final grade. Eight quality grade designations--Prime, Choice, Good, Standard, Commerical, Utility, Cutter, and Canner--are applicable to steer and heifer carcasses. The degree of marbling of intramuscular fat 10 and the physiological maturity 11 of the slaughtered cattle are the palatability-indicating characteristics of the beef. Conformation involves the proportion of meat to 9 The Secretary is authorized to promulgate regulations "to the end that agricultural products may be marketed to the best advantage, that trading may be facilitated, and that consumers may be able to obtain the quality product which they desire, except that no person shall be required to use [this] service " 7 U.S.C. § 1622 (h). 10 The degrees of marbling in the order of descending quantity are as follows: abundant, moderately abundant, slightly abundant, moderate, modest, small, slight, traces, and practically devoid. 7 C.F.R. § 53.102 (q). 11 The five maturity groups are identified as A, B, FORD D, and E, in order of increasing maturity. Id. -5- and 12 bone/of high to low value cuts. To some extent, increased marbling compensates for greater physiological maturity, 7 C.F.R. § 53.102 (r) and superior conformation compensates for marbling except in the Prime, Choice, and Commercial grades, 7 C.F.R. § 53.102 (s) The yield grade of a beef carcass is determined by con- sidering four factors: the thickness of the external fat, the amount of kidney, pelvic, and heart fat; the area of 1 the ribeye; and the hot carcass weight. 7 C.F.R. § 53.102 (u) USDA yield grade designation represents the percentage of the carcass weight that is made up of boneless, closely trimmed 12 Superior conformation, which is generally reflected in a carcass with a full, well-rounded appearance, means that there is a high proportion of meat to bone and a high proportion of weight in the more valuable parts of the car- cass. 7 C.F.R. § 53.115 (b) (2). 13 The USDA yield grade is determined on the basis of the following equation: yield grade - 2.50 + (2.50 X ad- justed fat thickness, inches) + (0.20 X percent kidney, pelvic, and heart fat) + (0.0038 X hot carcass weight, pounds) - (0.32 X area ribeye, square inches). 7 C.F.R. § 53.103 (a). Yield grades are designated by the numbers 1 through 5. A carcass typical of its yield provides ap- proximately 2.3 percent more boneless retail cuts from the round, loin, rib, and chuck than the next lower (higher num- ber) yield grade. U. S. Dep' of Agriculture, Economic Re- search Service, Proposed Changes in the Relationship Between Marbling, Maturity, and Quality Grade 3 (Supp. Livestock - Meat Situation Dec. 1974). - -6- SERALD LIBRARY retail cuts from the round, loin, rib, and chuck. 14 When the USDA introduced yield grading on a voluntary basis in 1965, only 3-1/2 percent of beef submitted for quality grading was also yield graded. Under the voluntary program presently in force, approximately 70 percent is graded for 15 yield. Acting under the rulemaking power vested in the Secre- tary of Agriculture by § 203 of the Agricultural Marketing Act of 1946, 7 U.S.C. § 1622 (h), the USDA followed the notice and comment procedure outlined by § 4 (b) of the Administrative Procedure Act, 5 U.S.C. § 553(c), in promul- gating the challenged regulations. First, on September 11, 1974, the USDA filed notice in the Federal Register of pro- posed changes in standards for grades of carcass beef, 7 C.F.R. $$53.102, 53.104-.105, and the standard for slaughter cattle, 7 C.F.R. $$53.201-.206. Interested persons were given an opportunity to present written comments, views, and arguments during a ninety-day period ending December 16 10, 1974. Over 4,000 comments and five petitions con- taining 7,618 signatures were received from a wide cross- section of the public. After minor modifications, the final draft accompanied by a Statement of Considerations was pub- lished in the Federal Register on March 12, 1975 with an effective date of April 14, 1975. 40 Fed. Reg. 11535 (1975). 14 See Cross, Equations for Estimating Boneless Retail Cut Yields from Beef Carcasses, 37 J. Animal Science 1267 (1973). 15 Approximately 55-60 percent of all beef produced is USDA graded for quality. 16 Although not required by the Administrative Procedure Act, the Department also conducted regional briefings in five cities. -7- The revised regulations contained four major changes in the standards for grades of carcass beef. First, con- formation was eliminated as a factor for determining quali- ty grade. Secondly, all carcasses submitted for grading would be identified for both quality grade and yield grade. Thirdly, having determined that increasing physiological maturity does not affect palatability within the youngest maturity group (cattle nine through thirty months old), the marbling requirements for this group were set at the lowest level previously acceptable in the Prime, Choice, and Standard grades. For the more mature beef in these grades increased marbling is still required to compensate for advancing age, but the minimum degree of marbling re- quired was lowered by one degree. Lastly, to make the Good grade more uniform and restrictive, the Secretary limited this grade to carcasses in the A and B maturity groups and raised the minimum degree of marbling required by one-half degree. The changes in the relationship between marbling-maturity and quality grades were opposed by most consumers, representa- tives of restaurants, institutions, their suppliers, and some feeders. Their opposition was based on the belief that the changes would impair the palatability of Prime and Choice beef and that consumers would have to pay "Choice grade prices for Good grade beef. " The requirement that all beef graded be graded for both quality and yield was opposed most strongly by meat packers. They voiced the belief that compulsory yield grading would increase grading costs, 17 impede their ability to market carcasses from which exterior fat had been trimmed, 17 The packers are billed $14.60 per hour for work per- LIBRARY formed by federal graders during the daytime. 7 C.F.R. 19 § 53.29 (a). -8- require a complete restructuring of their buying practices, and preclude the grading of certain carcasses. The packers also questioned the accuracy of the USDA yield grade equation, especially its subjective application by federal graders. The cattlemen endorsed the objectives and principal pro- visions of the regulations. Their studies and experience con- vinced them that it would be possible to produce fed beef more economically, using less grain, and a shorter average period in the feedlot. Combining quality and yield grading would reward producers of high yielding beef with premium prices as it would tend to eliminate the use of averages in marketing cattle. The district court's memorandum opinion, which was de- signed to provide the basis for the injunction entered on May 29, considered the major contentions voiced by the op- posing groups. First, the court found "substantial evidence" to support the changes in the relationship between marbling- maturity and quality grade. 395 F. Supp. at 927. This dis- posed of the principal challenge of the consumer group plain- tiffs. Secondly, the court held that "compulsory yield grading" falls outside the authority delegated to the Secre- tary of Agriculture by 7 U.S.C. § 1622 (h). The court reasoned that the requirement that all beef submitted for grading be graded for both quality and yield is inconsistent with the voluntary tone of § 1622 (h). Id. at 931. The court also stated that there was "no necessity for compulsory yield grading" and that "no appreciable benefit [would] result from compulsion." Id. Lastly, the court considered the adequacy of the Department's actions relative to Executive Order No. 11821. Being persuaded that the adequacy of compliance with LIBRARY -9- the terms of the executive order was subject to judicial re- view, id. at 932, the court ruled that the Secretary's in- flation impact statement was deficient and that, accordingly, the regulations should be set aside in their entirety. II. Inasmuch as the USDA's alleged failure to comply with the mandate of Executive Order No. 11821 was the broadest ground upon which the district court's order enjoining im- plementation of the new regulations was based, we shall con- sider this issue first. Executive Order No. 11821, 39 Fed. Reg. 41501 (1974), requires the Director of the Office of Management and Budget (OMB) to consider the following fac- tors in developing criteria for identifying legislative pro- posals, rules, and regulations having potential impact upon inflation: cost impact on consumers, businesses, markets, and government; effect on productivity of wage earners, businesses, and government; effect on competition; and effect on supplies of important products or services. The implementing document, OMB Circular No. A-107, also requires consideration of the effect on employment and energy supplies or demand. In accordance with Section 5(d) of the OMB circu- lar, the Secretary certified that the Department had evaluated the inflationary impact of the proposed regulations, 40 Fed. Reg. 11535, 11546 (1975), and forwarded a brief summary of the evaluation to the Council on Wage and Price Stability. The district court found this evaluation to be deficient because it did not consider the effect of the new regulations on the productivity of wage earners, competition, employment, energy resources, and secondary markets, weigh the impact of the alternative proposals submitted, or quantify the factors -10- GERAL ORD LIBRARY that were considered. 395 F. Supp. at 932. Presidential proclamations and orders have the force and effect of laws when issued pursuant to a statutory mandate or delegation of authority from Congress. See Gnotta V. United States, 415 F.2d 1271, 1275 (8th Cir. 1969) ; Farkas V. Texas Instrument, Inc. 375 F.2d 629, 632n.1 (5th Cir. 1967) ; Farmer V. Philadelphia Electric Co., 329 F.2d 3, 7 (3d Cir. 1964) Executive Order No. 11821, issued by the President on November 27, 1974, cites no specific source of authority other than the "Constitution and laws of the United States." The district court found that the Order was authorized by § 202 of the Agricultural Marketing Act of 1946, 7 U.S.C. 18 § 1621. We disagree. The broad language of § 202 simply 18 Section 202 of the Agricultural Marketing Act of 1946, 7 U.S.C. § 1621, reads in pertinent part as follows: The Congress declares that a sound, efficient, and privately operated system for distributing and marketing agricultural products is essential to a prosperous agriculture and is indispensable to the maintenance of full employment and to the welfare, prosperity, and health of the Nation. It is fur- ther declared to be the policy of Congress to pro- mote a scientific approach to the problems of marketing, transportation, and distribution of agricultural products so that such pro- ducts capable of being produced in abundance may be marketed in an orderly manner and efficiently distributed. In order to attain these objectives, it is the intent of Congress to provide for (3) an integrated administration of all laws enacted by Congress to aid the distribution of agricultural products through research, market aids and services, and regulatory activities, to the end that marketing methods and facilities may be improved, that distribu- tion costs may be reduced and the price spread between the producer and consumer may be narrowed with 'f view to making it possible for the full production of American farms to be disposed of usefully, economically LIBRAR profitably, and in an orderly manner. -11- states the policy objectives of the Act. The district court additionally relied on article II, § 3 of the Constitution, which states that "[the President] shall from time to time give to the Congress Information of the State of the Union, and recommend to their Consideration such Measures as he shall judge necessary and expedient; [and] he shall take Care that the Laws be faithfully executed = This provision alone does not give the executive order the force and effect of law. Youngstown Sheet & Tube Co. V. Sawyer, 343 U.S. 579, 587-89 (1952) completely refutes the claim that the President may act as a lawmaker in the ab- sence of a delegation of authority or mandate from Congress. Appellees contend that the Order was authorized by § 3 (a) of the Council on Wage and Price Stability Act, 12 U.S.C. 19 § 1904, which authorizes the President to establish a 19 The Wage and Price Stability Act, 12 U.S.C. § 1904 (Supp. 1975) reads in pertinent part as follows: Sec. 3 (a) The Council shall- (1) review and analyze industrial capacity, demand, supply, and the effect of economic concentration and anticompetitive practices, and supply in various sectors of the economy, working with the industrial groups concerned and appropriate governmental agencies to en- courage price restraint; (2) work with labor and management in the various sectors of the economy having special economic problems, as well as with appropriate government agencies, to improve the structure of collective bargaining and the performance of those sectors in restraining prices; (3) improve wage and price data bases for the various sectors of the economy to improve col- lective bargaining and encourage price restraint; (4) conduct public hearings necessary to provide for public scrutiny of inflationary problems in various sectors of the economy; FORD (5) focus attention on the need to increase pro- ductivity in both the public and private sectors of the economy; LIBRARY (6) monitor the economy as a whole by acquiring as appropriate, reports on wages, costs, pro- -12- Council on Wage and Price Stability with the power to moni- tor the economy and to appraise the inflationary impact of federal programs and policies. We need not determine, how- ever, what role Congress contemplated for the President under the Act 20 because, in our view, Executive Order No. 11821 was intended primarily as a managerial tool for imple- menting the President's personal economic policies and not as a legal framework enforceable by private civil action. See Kuhl V. Hampton, 451 F.2d 340, 342 (8th Cir. 1971) (per curiam) ; Manhattan-Bronx Postal Union V. Gronouski, 350 F. 2d 451 (D.C. Cir. 1965). Even if appellees could show that the Order has the force and effect of law, they would still have to demonstrate that it was intended to create a 21 private right of action. See Acevedo V. Nassau County, 19 (continued) ductivity, prices, sales, profits, imports, and exports; and (7) review and appraise the various programs, policies, and activities of the departments and agencies of the United States for the purpose of determining the extent to which those programs and activities are contri- buting to inflation. 20 The language of the Act is silent with respect to the President's role other than his authority to appoint the mem- bers and chairman of the council. The brief legislative history suggests, however, that "[t]he provisions embodied in the Act represent a license by the Congress to the President to exercise his influence to arrest the infla- tional spiral." 120 Cong. Rec. 15,245 (daily ed. Aug. 19, 1974) (remarks of Senator Tower). See generally id. at 15, 244-57, 15,261-62, 15,266-80, 15,283-87; id. at 8754- 56 (daily ed. Aug. 20, 1974). 21 We have grave doubts as to whether under Executive Order No. 11821 appellees have standing to judicially chal- lenge the adequacy of the impact statement. Under the test enunciated in Association of Data Processing Service -13- LIBRARY 500 F. 2d 1078, 1083-84 (2d Cir. 1974) ; Kuhl V. Hampton, supra at 342; Farkas V. Texas Instrument, Inc., supra at 632-33; Farmer V. Philadelphia Electric Co. supra at 9; 22 see also Gnotta V. United States, supra at 1275. Execu- tive Order No. 11821 does not expressly grant such a right. To infer a private right of action here creates a serious risk that a series of protracted lawsuits brought by per- sons with little at stake would paralyze the rulemaking functions of federal administrative agencies. In summary, we conclude that the President did not undertake or intend to create any role for the judiciary in the implementation of Executive Order No. 11821. We hold, therefore, that the district court erroneously set aside the revised regulations in their entirety because of alleged deficiencies in the impact statement. III. Appellants assert that the district court's conclusion 21 (continued) Organizations, Inc. V. Camp, 397 U.S. 150 (1970) and Barlow V. Collins, 397 U.S. 159 (1970), appellees must allege that they have suffered an "injury in fact" and that they seek to protect an interest "arguably within the zone of interests to be practiced or regulated by the statute or constitutional guarantee in question." 397 U.S. at 153. Appellees fail to satisfy the "zone of interests" facet of the constitutional test of standing. As we have noted, the purpose of the Executive Order is to help implement the President's per- sonal economic policies. Appellees have not shown that the order was designed for their benefit. Cf. Acevedo V. Nassau County, supra at 1082-83. 22 Contra, Chambers V. United States, 451 F.2d 1045 (Ct. Cl. 1971). LIBRARY -14- that the USDA exceeded its statutory authority in promulgating is plainly wrong. the disputed regulations/ Specifically, the court found the compulsory yield provision of the new regulations, 40 Fed. Reg. at 11538, which requires that all beef submitted for grading be graded for both quality and yield, to be incon- sistent with the voluntary tone of 7 U.S.C. § 1622 (h), 395 F. Supp. at 931. As we have seen, under § 1622 (h) the Secretary is directed and authorized to "inspect, certify, and identify the class, quality, quantity, and condition of agricultural products under such rules and regulations as [he] may prescribe." Section 1622 (h) specifically pro- vides that no person be required to use the "service author- ized by this subsection." The Secretary urges that this language permits him to bundle the Department's grading ser- vices together and thus require applicants to either take or refuse the entire bundle. We turn, then, to an analysis of the statute. In matters of statutory construction, we are guided by "the provisions of the whole law, and its object and policy. " State Highway Comm'n V. Volpe, 479 F. 2d 1099, 1111-12 (8th Cir. 1973) citing Richards V. United States, 369 U.S. 1, 11 (1962). "The practical inquiry in litigation is usually to determine what a particular provision, clause, or word means," but to answer it one must refer to the "leading idea or purpose of the whole instrument." 2 J. Sutherland, Statutory Construc- tion § 4703, .at 336 (3d ed. 1943). The principal purpose of the Agricultural Marketing Act of 1946 was "to promote through research, study, experimentation, and, cooperation among Federal and State agencies, farm organizations, and private industries, a scientific approach to the problems of marketing, transport[ing], and distribut[ing] agricultural products." -15- LIBRARY 1946 U.S. Code Cong. Service 1586. To effectuate the pur- poses of the Act, Congress in § 1622 delegated a broad range of duties to the Secretary of Agriculture relating to agricultural products. 23 The emphasis the Act places on a scientific approach to solving the problems of the industry suggests that Congress intended the Secretary to freely use his expertise. Consideration of the literal meaning of the words employed sheds additional light on the subject. The key language is "service authorized by this subsection. It is presumed that Congress has used a word in its usual and well-settled sense. See Community Blood Bank V. FTC, 405 F. 2d 1011, 1015 (8th Cir. 1969). The use of the term "service" in the singular rather than the plural form supports the Secretary's theory that he can offer the Department's beef grading services as a single "package." For the foregoing reasons, we conclude that the Secretary is authorized to use his expertise to combine the Department's beef grading services so long as the program as a whole facilitates the congressional goals set forth in § 1622 (c) and § 1622 (h). IV. This brings us to an analysis of the substantive merits 23 Under $$1622 (c) and 1622 (h), the following goals are relevant: (1) to develop and improve standards of quality, condition, quantity, and grade to encourage uniformity and consistency in commercial practice; (2) to market agri- cultural products to the best advantage; (3) to facilitate the trading of agricultural products; and (4) to make available quality products to consumers. -16- LIBRARY of the new regulations. Appellees contended at trial and assert here that the USDA acted arbitrarily and capricious- ly in promulgating the revised regulations. They specified three respects in which, in their view, the "compulsory yield" provision was defective. In addition to the issues previously discussed, their complaints focused upon practical problems inherent in compulsory yield grading, its alleged ineffectiveness, inflationary impact, and asserted inaccura- cies in the USDA yield grade formula currently used. They also launched a multi-faceted attack on the new quality grade standards, especially its effect on the palatability of beef and the price of Choice graded beef. Finding "sub- stantial evidence" to support the new quality grade standards, the district court resolved this issue favorable to appellants. Because appellees failed to file a cross-appeal, they may not now claim that the new quality grade regulations are without sufficient evidentiary support. See Tiedeman V. Chicago, Milwaukee, St. Paul & Pacific R. Co., 513 F. 2d 1267, 1272 24 (8th Cir. 1975) Consequently, the sole issue for our consideration is whether under the applicable standard of review there was an adequate basis in the administrative 25 record for the revised yield grade regulations. Ordinari- ly, we would remand this matter to the trial court for con- 24 Appellees' citation of Bowman Transportation, Inc. V. Arkansas Best Freight System, Inc., 419 U.S. 281, 284 (1974) holding that agency findings based on substantial evidence may "nonetheless reflect arbitrary and capricious action," is inapposite. 25 The trial court never reached this question. Its order enjoining implementation of the new regulations was based solely on questions of statutory authority and com- pliance with the Executive Order. See II and III, supra. LIBRARY -17- sideration of the alleged arbitrariness of the regulation, but it is not necessary to do so in this case because the complete administrative record and the transcript of the trial court proceedings are before us. See Environmental Defense Fund V. Corps of Engineers, 470 F.2d 289, 301 (8th Cir. 1972) Appellees concede that under the guidelines enunciated in Citizens to Preserve Overton Park, Inc. V. Volpe, 401 U.S. 402 (1971) and Camp V. Pitts, 411 U.S. 138 (1973), the appropriate standard of review for regulations promulgated pursuant to the "notice and comment" procedure of the Ad- ministrative Procedure Act, 5 U.S.C. § 553 (c) (informal rulemaking) is that specified by 5 U.S.C. § 706 (2) (A), which authorizes a reviewing court to set aside agency action found to be "arbitrary, capricious, an abuse of discretion, or otherwise not in accordance with law. 26 See National Nutritional Foods Ass'n V. Weinberger, 512 F.2d 688, 700-01 (2d Cir. 1975) ; National Tire Dealers Ass'n, Inc. V. Brinegar, 491 F.2d 31, 34-35 (D.C. Cir. 1974) ; Bunny Bear, Inc. V. Peterson, 473 F.2d 1002, 1005 (1st Cir. 1973) ; Boating Industry Ass'n V. Boyd, 409 F.2d 408 411 (7th Cir. 1969) 27 Under the 26 We have already held, under II and III, supra, that the agency action was "otherwise in accordance with law. " 27 See also Weinberger V. Hynson, Westcott & Dunning, Inc., 412 U.S. 609, 622n.19 (1973) ; United States V. Allegheny-Ludlum Steel Corp., 406 U.S. 742, 749 (1972) ; contra, Chrysler Corp. V. Department of Transportation, 472 F.2d 659, 669 (6th Cir. 1972) (applying substantial evidence test). -18- FORD GERAL LIBRARY arbitrary and capricious standard of review, the reviewing court is to engage in a substantial inquiry into the facts, but is not empowered to substitute its judgment for that of the expert agency. The court is to consider only whether the disputed regulations were based on "consideration of the relevant factors" or whether there was a clear error of judgment. Citizens to Preserve Overton Park, Inc. V. Volpe, supra at 416. See CPC International V. Train, 515 F.2d 1032, 1044 (8th Cir. 1975). To have the regulations promulgated pursuant to the notice and comment procedure of § 553 (c) set aside, the opponents must prove that the regu- lations are without rational support in the record. See First Nat'l Bank V. Smith, 508 F.2d 1371, 1376 (8th Cir. 1974) The reviewing court's inquiry into the facts is further circumscribed by langauge in Overton Park prohibiting de novo review except when agency action is adjudicatory in nature and agency factfinding procedures are inadequate, or when issues that were not before the agency are raised in a proceeding to enforce nonadjudicatory agency action. 401 U.S. at 415. The parties agree that neither situation exists here. Their dispute focuses rather on the extent to which a reviewing court in conducting the "plenary review" mandated by Overton Park can go outside the administrative record to hear expert testimony on the merits of the disputed 28 regulations. 28 In Overton Park the court stated [t]hat [plenary] review is to be based on the full administrative record that was before the Secretary at the time he made his decision. But since the bare record may not disclose the factors that were considered or the Secretary's construc- tion of the evidence it may be necessary SERA -19- LIBRARY Our consideration of the transcript of the trial court proceedings and the District Judge's memorandum opinion convince us that the district court, while sometimes ar- ticulating the correct standard of review, nonetheless 28. (continued) for the District Court to require some explanation in order to determine if the Secretary acted within the scope of his authority and if the Secretary's action was justifiable under the applicable standard. The court may require the adminis- trative officials who participated in the decision to give testimony explaining their action. [W]here there are ad- ministrative findings that were made at the same time as the decision, there must be a strong showing of bad faith or improper behavior before such inquiry may be made. But here there are no such for- mal findings and it may be that the only way there can be effective judicial re- view is by examining the decisionmakers themselves. The District Court is not, however, required to make such an inquiry. It may be that the Secretary can prepare formal findings that will provide an ade- quate explanation for his action. Such an explanation will, to some extent, be a "post hoc rationalization" and thus must be viewed critically. If the Dis- trict Court decides that additional ex- planation is necessary, that court should consider which method will prove the most expeditious so that full review may be had as soon as possible. - 401 U.S. at 420-21 (citations omitted). -20- LIBRARY 29 exceeded the narrow limits imposed by Overton Park. The district court conducted a ten day evidentiary hearing dur- ing which it heard the expert testimony of private individ- uals and USDA officials on the merits of the regulations and, on the basis of that testimony, independently weighed the evidence and reached its own conclusions. In these 29 THE COURT: I can tell you right now that I am not going to substitute my judgment for the Secretary, because he has more expertise in this than I do. All I am going to inquire into is whether he did act within the scope of his authority under the Act and also whether he acted arbitrarily and cap- riciously. Tr., vol. 1, at 54. THE COURT: I don't intend to have a de novo review. I want to know if there is substantial evidence to back up whether or not the Secretary acted arbitrarily and capriciously. Tr., vol. 1, at 47. 5. The Court has examined the follow- ing references These references convince the Court that the Department had substantial evidence upon which to change the maturity-marbling relation- ship 395 F. Supp. at 927. -21- BERALD FORD LIBRARY 30 respects the district court erred. For example, in con- cluding that the Packers' grading costs would roughly double under the new regulations, 395 F. Supp. at 928, the district court apparently rejected testimony by David Hallett, Chief of the Meat Grading Branch, USDA and Andrew Rot, Supervisor of the Meat Grading Branch at Omaha, Nebraska, that any increase would be immaterial. Addressing itself to the merits of the new yield grade regulations, the district court found "no necessity for compulsory yield grading" and that "no appreciable benefit [would] result from compulsion. " 395 F. Supp. at 931. The full administrative record, which included numerous research studies and over 4,000 comments, and the Department's construction of the evidence, were be- fore the district court. The expert testimony heard at trial offered little that was new. In our view, unless an inadequate evidentiary development before the agency can be shown and supplemental information submitted by the agency does not provide an adequate basis for judicial 30 Appellees' contention that appellants waived their right to object to the admission of evidence in addition to the material contained in the administrative record is without merit. At the outset appellants requested the trial court to limit the scope of the inquiry. Only after this request was denied did trial counsel, as a precau- tionary measure, call expert witnesses to testify on the merits of the regulations. Even if we were to assume that appellants did in fact consent to a trial de novo, the result is the same. As we have noted, the district court was not empowered to conduct a de novo review. rord -22- LIBRARY review, the court in conducting the plenary review mandated by Overton Park should limit its inquiry to the administra- tive record already in existence supplemented, if necessary, by affidavits, depositions, or other proof of an explana- tory nature. See Citizens to Preserve Overton Park, Inc. V. Volpe, note 27 supra; National Nutritional Foods Ass'n V. Weinberger, supra at 701; Bradley V. Weinberger, 483 F.2d 410, 415 (1st Cir. 1973). We proceed to an independent examination of the re- cord to determine whether the Department acted arbitrari- ly or capriciously in promulgating the regulation. The principal thrust of appellees' argument is that because of alleged inaccuracies in the USDA yield grade equation and its subjective application by USDA graders, compulsory yield grading will not achieve its purpose--to force the wholesale market for beef and cattle to reflect the full retail sales value differences associated with differences in yield. 40 Fed. Reg. at 11536. USDA statistics indi- cate that for Choice beef carcasses there is between a $5.00 and $6.00 per hundred weight difference in value be- tween adjacent yield grades. Tr., vol. 11, at 1272-73. Under current marketing practices, approximately 75 per- cent of slaughter cattle is purchased and paid for on a live weight basis. Because the packer-buyer uses a system of averages to bid for a pen of slaughter cattle, producers presently have little incentive to increase the production of high-yielding slaughter cattle. Tr., vol. 13, at 1478-91. It is the Department's view that if the producers were paid a substantial premium for beef carcasses qualifying for yield grades 1 and 2, they would respond by providing leaner beef with less waste. 40 Fed. Reg. at 11536. The administrative -23- FUNDO & GERALD LIBRARY record shows and the Secretary concluded that because cattle being slaughtered today are younger and heavier than those marketed when the original yield grade study was made in 31 the late 1950' the prediction equation currently used may tend to underestimate actual retail yield in certain carcasses, particularly among the "exotic" breeds. We note, however, that a number of research studies contained in the administrative files indicate that the yield grade system is the most accurate method of estimating retail yield that is both economical and practical for use on a 32 daily basis. Appellees also question the usefulness of compulsory yield grading in light of the fact that, as we 31 Murphey, Estimating Yields of Retail Cuts from Beef Carcasses, 19 J. Animal Science 1240 (1960) 32 See, e.g., Defendant's Exhibit 616 (variables used in the yield grade equation appear to be the most accepta- ble among those reported when accuracy, speed, and expense are considered; Defendant's Exhibit 662 (prediction equa- tion using the same factors as those used in the USDA equations predicted percent boneless steak and roast meat with a multiple correlation of 0.97) ; Defendant's Exhibit 666 (equations containing the variables used in the USDA equation resulted in the highest coefficients of multiple determination for percent of boneless steak and roast meat) ; Defendant's Exhibit 670 (yield grade is most accurate meth- od for predicting carcass composition, percent fat, and protein that can be readily applied by graders in a slaugh- ter facility on large numbers of animals) ; Defendant's Exhibit 672 (USDA equation, with a simple correlation co- efficient of 0.83, is one of the three most useful equa- tions for predicting retail yield). -24- is FORD GERALD LIBRARY have noted, cattle are generally purchased on the hoof rather than on a carcass grade and weight basis. The yield grade stamps are not applied until the cattle are slaughtered, skinned, cleaned, and chilled for approxi- mately twenty-four hours. Thus under existing buying practices the full use of yield grading as a pricing mechanism requires that the packer-buyer be able to sub- jectively evaluate the retail yield of live cattle with a fair degree of accuracy. Studies by Wilson, 33 34 Gregory, 35 and Crouse, tend to support the Department's position that subjective live appraisal by trained personnel has predictive value. Appellees place great emphasis on the fact that, in practice, federal graders estimate three of the four factors used in the yield grade equation by means of visual observation. We cannot say, however, that the subjective application of the yield grade equation sub- stantially impairs its accuracy. Under USDA regulations the amount of external fat on a carcass is evaluated in terms of the thickness of the fat over the ribeye, but this measurement must be adjusted to reflect uneven deposi- tion of fat on the carcass. 7 C.F.R. § 53.102 (v). The regulations permit and provide for the adjustment which, as a practical matter, must be subjective. Id. The fact that no packer or other financially interested party has ever used the Department's appeals procedure to appeal a 33 Defendant's Exhibit 601 (concluding that fat thick- ness, which is the primary factor used in determining yield grade, can be predicted in live animals with moderate accura- cy and finding a correlation between live estimated fat thick- ness and carcass cutability of 0.65). 34 Defendant's Exhibit 602 (concluding that approximately 25 to 35 percent of the variation in actual cutability can be accounted for on the basis of live estimates of cutability). 35 Defendant's Exhibit 631 (live animal estimates of car- cass yield grades accounted for 51 and 65 percent of the var- iation in carcass yield and percentage of actual cutability. -25- LIBRAR 36 yield grade determination convinces us that subjective evaluation of yield grades is not a real problem. We recognize that a compulsory yield grade program may cause a certain loss in flexibility by limiting packers' ability to merchandise certain kinds of carcasses, especially those that are overfat or damaged, and by precluding those packers who customarily trim exterior fat prior to grading from selling such fat as an edible byproduct. Nevertheless, the disadvantages are to be balanced against the expected beneficial effects of the program, including the creation of price signals that will induce producers to shift their 37 resources to the production of leaner cattle. This is pre- cisely the type of situation that calls for the exercise of administrative expertise. Scientists at Texas A & M Univer- sity's Agricultural Experiment Station recently compiled the data collection phase of a study designed to evaluate the prediction equation currently in use. If the Department concludes, after thorough analysis of the date, that the yield grade system is no longer suitable, the Secretary, under 7 U.S.C. § 1622 (c) 38 should revise the regulations 36 Tr., vol. 11, at 1268-69. 37 Community Economics Division, Economic Research Service, U. S. Dep't of Agriculture, Economics of Beef Grades: Present and Proposed [Preliminary Draft November 27, 1974]. 38 Under 7 U.S.C. § 1622 (c), the Secretary is authorized and directed to "develop and improve standards of quality, condition, quantity, grade, and packaging, and recommend and demonstrate such standards in order to encourage uni- formity and consistency in commercial practice." -26- LIBRITA accordingly. Appellees argue that the Department acted prematurely in promulgating the new regulations before collection and analysis of the Texas data was complete. Perhaps it would have been more desirable, as a point of procedure, if the Department had waited. We cannot disre- gard the fact, however, that the research studies previous- ly discussed support the yield grade system currently in force. V. We hold that a district court reviewing regulations promulgated pursuant to the notice and comment procedure specified by 5 U.S.C. § 553 (c) is not empowered to conduct a de novo hearing. All parties agreed, as did the District Judge, that de novo review was not appropriate. But our examination of the voluminous record of the trial proceed- ings convinces us that the district court did in fact hold 39 a de novo trial and that the expert evidence relating to the merits of the regulations influenced the District Judge's decision. We have thoroughly reviewed the administrative record with certain explanatory evidence and conclude that the compulsory yield provision of the new regulations cannot be set aside as arbitrary and capricious. For all of the foregoing reasons we dissolve the injunction issued by the district court and remand the case with instructions to enter a judgment declaring that the revised regulations are valid and dismissing the complaints filed by the Independent Meat Packers Association and the intervening plaintiffs. 39 Perhaps our earlier remand for "a plenary hearing," " 514 F.2d at 1120, motivated the district court to hold a full-scale trial. -27- 071439 LIBRA