VQA Ontario: The Evolution of a Canadian Provincial Wine Law

gavel hammer with Canadian flag

By: Tod Stewart 

It’s more than a little ironic to learn that the first known “wine law” was distinctly anti-wine. In an effort to increase the food supply, Roman emperor Domitian (c. 92) issued a decree banning the planting of any more vines in Italy. The hope was that available growing land would be given to planting cereal grains as opposed to grapes. Guess how that all worked out. Though largely ignored throughout the country, it nonetheless stayed in effect for close to 200 years before being repealed by emperor Marcus Aurelius Probus (and much celebration ensued). 

  Wine laws enacted across Europe – starting with those conceived by the Reichstag in 1498 – were generally done for nobler purposes – typically to prevent wine fraud. Fakery became especially problematic in mid-19th century France as the phylloxera blight decimated vineyards and all but dried up the flow of wine. These laws evolved into the familiar (at least to wine buffs) Appellation d’Origine Contrôlée (AOC) system. Similar laws proliferated in wine growing regions around the world. They aimed at establishing geographical origin, permitted grape varieties and yields, and production methods, among other things. 

Generally speaking, wine laws are a good thing for consumers. After all, if you’re spending big bucks on an Oakville Cabernet Sauvignon with the term “To Kalon” on the label (or considerably bigger bucks for a Pinot Noir identified as “La Tâche”), you’ll want some pretty solid guarantee that you are actually getting what you’re paying for. 

  For winemakers, some wine laws can present compliance challenges. I’ve talked to more than one European winemaker who almost envies the amount of freedom given to their American counterparts. Want to plant (more) Albariño in Lodi? No problem. Want to plant Albariño in Chianti Classico or Burgundy? Not so fast….One winemaker here in Ontario actually gave up his winery in Tuscany because he couldn’t deal with Italian bureaucracy. This is pretty stunning testimony given the bureaucracy level in Ontario. 

  Though still considered a “young” wine producing country, Canada today has a thriving wine industry situated largely in Ontario and British Columbia. Wine has been produced in this country for over 200 years, with the first commercial winery established in Ontario in 1866. However, it wasn’t until the 1970s, with the expanded planting of Vitis vinifera varieties and improved winemaking techniques that the emergence of a wine industry focused on high quality began to emerge.  

  The Vintners Quality Alliance Act,1999 designated VQA Ontario as Ontario’s wine authority on June 29, 2000. Broadly speaking, the mandate of VQA Ontario is to enforce the province’s appellation of origin system, control the use of specific terms, descriptions and designations, and set out mandatory winemaking practices pursuant to each specific VQA region and sub-region. Winemakers have some flexibility when it comes to grape varieties – so long as they are either Vitis vinifera or an approved hybrid (eg., Vidal), and there is no restriction as to what variety needs to be planted where. 

  There are the other usual checks and balances around things like brix levels at harvest for specific types of wines and the pedigree of fruit for particular regional designations (the requirements for a wine labeled as VQA Ontario will be more relaxed than for a wine identified as an Estate Grown Chardonnay with the designation VQA Beamsville Bench – a geographical sub-appellation). Labelling terminology is also regulated. 

  As with most wine laws – particularly those governing younger regions – evolution is largely unavoidable. When I contacted VQA Ontario headquarters to get a status update – and to ask how the pandemic had affected operations – I was somewhat surprised by the response. 

  “VQA Ontario has changed its operating name to the Ontario Wine Appellation Authority,” says Laurie Macdonald, the organization’s Executive Director. “When the pandemic began in March 2020, LCBO suspended all VQA tasting panels. The sensory evaluation has been conducted by the Appellation Authority using its own panelists since then and this will continue on a permanent basis.”   

  To backtrack a bit for perspective: for a wine to become VQA certified, it not only has to comply with labelling and packaging standards, and demonstrate geographic origin, it also has to pass laboratory and organoleptic testing. Up until the change Macdonald refers to, both of these functions were carried out by the Liquor Control Board of Ontario (LCBO), the province’s government-controlled beverage alcohol monopoly. This wan’t a bad thing. The LCBO lab is sophisticated and its technicians are, for the most part, top-notch. (Lab analysis is still carried out by LCBO.) The sensory evaluation panel consisted largely of LCBO product consultants – essentially LCBO retail store employees with superior product knowledge and, in the case of those on the tasting panel, proven knowledge of wine defects and various wine characteristics. 

  With the new changes, the panel roster is made up of qualified wine professionals, including sommeliers, winemakers, wine educators, WSET diploma and MW holders. Another change is that wines are no longer given scores (out of a possible 20 points, with 13 required for a passing grade). In the early days VQA actually had a two-tired scoring system. If memory serves me correctly, a score of over 13 counted as a pass and the wine could carry the VQA medallion on the bottle. Those scoring over 15 points could carry a gold VQA medallion. Whether or not I’m completely accurate on this point is more or less moot, as it was eliminated early on in the history of VQA. 

The move away from any type of numerical scoring apparatus is likely a good thing, at least in the eyes of winemakers. In fact, some have grumbled (in varying levels of volume) that the tasting panel itself should be scrapped. The argument for this stance centres around the possible “subjectiveness” of the panel and the awarding higher scores to wines that are personally preferred as opposed to those which are technically sound. It also, perhaps in an indirect way, points to an issue with section (c) of the Act’s sensory guidelines that reads: 

(c) To the extent that an applicant identifies a varietal designation in the application, such wine should exhibit the predominant character of a wine produced from the designated grape variety or varieties 

  Simply put, if you submit a Riesling to the panel for evaluation it should smell and taste like Riesling (and, of course, be defect-free – we’ll get back to that). Some winemakers will claim that this forces them to conform to some arbitrary “standard” that determines what the “predominant character” of a specific grape variety actually is. The “T word” – typicity – is often bandied about, along with the notion that striving for typicity limits innovation. 

  In fact, Niagara’s Pearl Morissette winery’s website contains this statement: 

  “We’ve all been blackballed. Some more than others. But whether it was not getting selected on the school soccer pitch or having the VQA repeatedly pass over your Niagara Riesling on the basis that it “lacked typicity”, getting blackballed has not always been a positive experience.” 

  The winery chose to celebrate this uniqueness with its Black Ball Wine Society, but you still can’t help but suspect there are some hard feelings behind the repeated rejection of its Riesling. Requests I made to have those at Pearl Morissette tell their side of the story were ignored. (To be fair, this isn’t the only winery that refused to answer my VQA-related questions, even with the promise of anonymity. In fact, not one of the over half-dozen wineries I approached chose to answer any of the question I asked.) 

  “It is important to note that ‘typicity’ is not mentioned anywhere in the VQA regulations or procedural documents,” Macdonald points out. “We do not prescribe any typical presentations of varietals for Ontario and aim to recruit tasters with global exposure to a wide range of styles. Innovation is welcome as it should be for a relatively young region. For example, we have seen oak-aged Rieslings which are certainly not typical but have been approved based on soundness. We do however confirm certain category requirements during the sensory testing, for example, sparkling wines must be carbonated, Icewines must be sweet. In my opinion this discussion is really about what is or is not perceived as an unacceptable flaw. Problems typically arise when the “style” is characterized by unacceptable levels of H2S, volatile acidity, brett, etc.” 

  To play devil’s advocate, I could counter that what is “unacceptable” to one taster may not be to another. One of my favourite wines, Lebanon’s Château Musar, wouldn’t be what it is without levels of VA and brettanomyces that may seem off the charts to some. In any case, the real question might be: “If VQA is all about geographic origin, why is there a tasting panel at all? Surely we’re not yet at the point where an Ontario wine’s origin can actually be confirmed by tasting it.” Well, the short answer is because, at this stage, an expert tasting panel is still necessary. 

  In my experience with (and I’ll come clean and say I’ve had some), the VQA/OWAA tasting panel offers winemakers something rather unique and, ultimately, helpful: the opportunity to have wines pre-screened by an objective panel (I should note that all wines are tasted blind – the tasters know the vintage, the varietal(s) if applicable, and style the wine is claiming to be…and that’s mostly it) before they get to the consumer. If there is a problem, the winemaker is informed and has the opportunity to correct it (assuming it can be) and resubmit the wine for re-evaluation. 

  While the VQA designation is not an indication to consumers that a wine is somehow superior to one without, it does pretty much guarantee its geographic lineage and that it’s defect-free. But shouldn’t winemakers be able to determine that their wines are of sound quality (like most places in the world) without some paternal body pointing out when the kid hasn’t lived up to expectations? 

  Macdonald reports that since 2000, failures have declined by10 per cent to a range of about two per cent over the past five years. She also notes that some failures are not the fault (or the sole fault) of the winemaker. Still, technical and microbiological issues make up the bulk of the reasons for failures.  

  “We facilitate ‘Winemakers Forums’ to encourage winemakers to share their experiences, challenges and best practices – suspended for COVID of course,” she informs. “This is intended to support ‘making the best wine possible’ given any set of parameters – vineyard, varietal, vintage conditions, price point, style, etc., and it necessarily includes preventing and managing faults.” 

  Given, ongoing training for winemakers at all levels is no doubt part of the key to producing high-quality, defect-free wines, the other major component is regular, ongoing tasting – and not only of a winemaker’s own wines. I was surprised many years ago as I toured Niagara wineries to hear how few of the local winemakers actually tasted wines of their competition – both international ones and those made by the winery across the street. Some winemakers, at times, seemed to have gotten so familiar with their own “style” that they failed to realize that this “style” included some obvious technical defects. In any case, regular and varied tasting is probably the most enjoyable “homework” most could think of engaging in.  

  As Ontario’s (and Canada’s) vinous landscape continues to broaden, the Vintners Quality Alliance Act,1999 will no doubt continue to be modified to reflect changes within the industry. Macdonald points out that since 2000, there have been a total of 35 changes to the regulations, adding grape varieties, raising minimum brix, allowing new closures, and so on. The last change, made in 2017, was the addition of the “skin-fermented white” category. This sort of flexibility ensures that innovation and creativity can thrive, with the Act lending a degree of guidance to winemakers, while ensuring geographical authenticity and, ultimately, consumer confidence and international respect. 

The South African Winelands: A Story of Endurance

vineyard with an overlooking mountain

By: Hanifa Sekandi 

South Africa, a place where, if the Winelands could speak, they would tell a story that would leave you spellbound and wanting more, down to the last sip of Pinotage. Every grape has a story: how it began and the many trials and tribulations it endured to take form into a palate pleasing accompaniment for one to enjoy. As simple as it may seem, even with a favorable Mediterranean climate and rich South African soil, the journey to the bottle is what makes this wine an intriguing and highly coveted selection.  

  In 1652, more than 350 years ago, Jan Van Riebeeck led the Dutch East India Company’s settlement in the Cape. The first known record of wine in this region is February 2, 1659. During this time, the medicinal properties found in wine were used to treat scurvy. This made the South African port an ondemand place to voyage to by sailors seeking treatment. Two decades later, in 1679, Stellenbosch, what is now South Africa’s most famous wine-producing region and second oldest settlement, solidified a long-standing legacy in viticulture. Located in the western Cape’s coastal region, vinotourists eagerly explore South Africa’s acclaimed wine estates to experience firsthand the birthplace of this country’s Cabernet Sauvignon — the most abundantly planted grape varietal in this wine region.  

  When Simon van der Stel, namesake of Stellenbosch, established Cape Town’s oldest wine estate, Constantia, it laid the bedrock of winemaking. Political turmoil and unrest have rocked this soulfully rhythmic nation, but preserving the land and all that grows from its soil continues to live and not be forgotten. Establishing this settlement opened doors for robust wine cultivation by the French Huguenots to dig roots into the Cape’s wine industry in the 1690s. Their arrival in the 17th century in the Franschhoek Valley began winemaking as a formidable industry in South Africa. 

Endurance of the African Vine 

  Although suitable microclimates and the terrain permit a diverse repertoire of wines and the high clay content along with water retention aids with steady irrigation, South African winemakers have faced many roadblocks on their way to becoming part of the par excellence standard. Insufficient storage for the aging of wines required the unconventional use of containers used to brine meat in replacement of oak barrels. Wine connoisseurs turned their noses up at this break in practice and cultivation. The South African wine regions also almost met their demise with the grapevine disease Phylloxera.  

  Earlier shortcomings in the 18th century did not demotivate winemakers to forage on. Constantia, a region considered the mother of South African wines, is the home to the dessert wine made from Muscat Blanc, Vin de Constance. It provided a gateway into the exclusive European wine market. One could say that without it, the industry as we know it today would not hold center stage. This country’s acclaimed Sauvignon Blanc grapes, flourishing and gently ripening with the refreshing cool breeze as it brushes across the vineyards of the Constantiaberg Mountain, may not have been birthed had it not been for the perseverance of winemakers who saw sweeter horizons in the future.  

  South African wines are more than just a palate-pleasing libation. They hold conflict and triumph, a journey that continues to reveal itself with presentday winemakers who value tradition paired with modern innovation and sustainability.  

  Stellenbosch University’s department of viticulture is at the forefront of avantgarde and experimental ways of producing wine. The World Wide Fund for Nature movement exemplifies an agreed-upon con-servation ideal among South African wine farmers. The aim is to maintain and nurture the Cape Wineland’s natural habitat. Along with an accommodating climate that favors a vast array of grapes which benefit greatly from the proximity of the Indian and Atlantic oceans cool winds, sustainability and affordable wine prices allow a firm place in the market. South Africa ranks eighth in the world as a wine producer with over 560 Western Cape wineries and over 200,000 acres of grapes planted.  

Wards that Lead the Way 

  Each wine region, also known as wards, has unique characteristics. Stellenbosch is where wine revelers can find South Africa’s most recognized and prestigious wine estates. One fifth of the country’s vines are planted here. This is where a perfect blend of Cinsaut and Pinot Noir comes together to produce the be-loved Pinotage. The exclusive Black Label Pinotage, made from a plot planted in the early 1950s, has a graceful aging period of 30 years. Other wines produced in the illustrious wineries in this region are Cabernet Sauvignon, Chemin Blanc, Shiraz, Sauvignon Blanc, Merlot, Semillon and Chardonnay.  

 The South African wine route may lead you to Paarl, situated on the low lying slopes of Paarl Rock. Since it is more inland from Cape Town, the temperatures here are warmer. The terroir of this region provides for more opportunities in wine cultivation. One would not think that some of the prestigious wines in this country flourish in vineyards high up on the mountains. The beginning of wine in this region is at-tributed to the French Huguenots who settled and planted grapevines and orchards in the late 17th century. Full bodied, decadent fruit reds and tropical notes in white wines can be found here due to the robust grape varieties.  

  Once a wheat producing region, Swartland is located in the Western Cape and just north of Cape Town. The vineyards here appear predominately on the northern side of the Paardeberg mountain. The hot and dry climate is ideal for producing fruitier wines. Scorching temperatures also decrease the negative impact of fungal disease. Bush vines can withstand dry conditions and survive due to their ability to pull water from deep layers of soil. Since they are drought resistant, they are planted in the hottest and driest area of the ward. Chemin Blanc and Shiraz are key grape varietals harvested in the “black land” Swartland. Black Land is a name to denote the rhinoceros bush, which turns black after a rainfall.  

  Another Western Cape region where the vines grow on fertile soils with granite deposits and immense clay volumes is Constantia—recognized as an early immigration settlement in 1685 of the Dutch. The highly esteemed sweet wine touted by European nobility and celebrated by esteemed authors Charles Dickens and Jane Austen isn’t the only premium wine produced in this region today. Bordeaux Blends, a combination of deep rich reds ranging from Merlot or Cabernet Sauvignon as a base coupled with another grape variety, has become an adored South African wine selection. Since this region is surrounded by two oceans and experiences considerable shade from the mountains, cooler temperatures are the norm. The result of these cooling winds is the retention of acidity in the grapes. This region is also known for its sublime Sauvignon Blanc.  

NOTABLE SOUTH AFRICAN WINES 

Klein Constantia “Vin de Constance” Constantia (2017) 

  A prestigious dessert wine that almost met its end continues to dazzle the palate of the wine world-at-large thanks to its resurrection in the late 20th century. The Jooste family acquired Klein Constantia, who embarked on this revival with Professor Chris Orffer, a viticulturist. To achieve their aim of unearthing this golden, unfortified sweet wine of the past in its most authentic form, they used the expertise of renowned winemaker Ross Gower. Vin De Constance, made from Muscat de Frontignan grapes, is a di-vine sunkissed hued wine with a beautiful burst of citrus zest, a creamy stone fruit finish, and pleasing notes of litchi, rosewater and almonds. You cannot miss the smooth floral aroma that engulfs the senses. It is a wine that ages with grace and can stand the test of time.  

Donkiesbaai “Steen”  

Chenin Blanc 

  Steen is still one of South Africa’s most popular white wines made from grapes in the Witzenberg and Piekenierskloof vineyards. Jean Engelbrecht, owner of the infamous Rust en Vrede winery and Don-kiesbaai winery, is the ingenious winemaker at the helm of the masterful creation of this robust, smooth tropical wine. Lively aromas of pineapple, peach, apricot and lime provide the right balance for seafood dishes or rich pasta entrees.  

Beyerskloof Diesel  

Pinotage 2017 

  This full bodied, deep, dry red wine with deep vanilla, oak, chocolate, plum and black cherry aromas has rave reviews from vino connoisseurs who have been lucky enough to get their hands on the Beyerskloof winery cultivation. It is considered a premium Pinotage, and limited bottles are available for purchase. You may have to join the list to get your hands on a bottle of it. This wine pairs well with spicy dishes or a perfectly seared flank steak. If you are an animal lover, you may be happy to know that the name Diesel is a tribute to the winemaker’s dog. 

In Defense of Describing Wines as Masculine, Feminine, and Sexy

Neal D. Hulkower

Except for my own personal use, as a favor to a friend or colleague, or to satisfy a requirement for a gig, I eschew writing wine tasting notes. Consequently, I dismissed Vicki Denig’s rant against alleged sexist terms on wine-searcher.com on 20 October 2020 (https://www.winesearcher.com/m/2020/10/time-to-kill-gender-stereotypes-in-wine) as yet another misguided lunge by a hypersensitive. But when it became the subject of an entire session entitled “Term Exploder” on the first day of the Symposium for Professional Wine Writers (WWS21, held via Zoom from 10 to 12 May 2021), my reverie was disrupted, and I was rudely awakened. The cancel culture has seeped into the world of wine writing. In response, I took to the chat to offer a different perspective.  I offer this rebuttal based on the position I put forth in that chat.

At the start of the session, the panelists were asked to “Explode this Tasting Note”: “A wine of great breeding, the XXXX bursts from the glass with sweet smells of black currant, pain grille, and exotic spices. Masculine on the palate, with a sexy core of rich, dark fruit supported by a lingering acidity. Has the potential for medium to long-term cellaring and would pair well with almost any stewed meat dish. A serious wine for the collector set and a fine example of the varietal.” Almost every adjective and noun pushed someone’s buttons, with “masculine” and “sexy” singled out for extensive condemnation. Who knew the path from wines to lines could be so fraught?

This session elicited responses from two admittedly more notable wine writers. In her article, “The evolving language of wine” (https://www.jancisrobinson.com/articles/evolving-language-wine), Jancis Robinson writes: “I guiltily did a quick search of the 200,000+ tasting notes published on JancisRobinson.com since 2000 and – sure enough – found 192 masculines, 147 feminines and 37 sexys, although many of them were quotes from producers, or were preceded by the get-out ‘stereotypically’.”

Without an ounce of guilt, I decided to scan through my 450 notes on wines I sampled between 1969 and 1979.  I found three that contained “feminine” and none with “masculine” or “sexy.”  (More on how I’ve been making up for this omission lately below.) Here is part of my description of a 1962 Château Margaux that I tasted on 2 October 1977: “… Lovely medium deep elegant mature color. Flowery perfume – vegetable bouquet prominent at first – with air – nose becomes better balanced – flowery, fruit, herbal. Delicate flavor – flowers and fruit fade rapidly into a lovely long finish. Very feminine. Overpriced [at $27.50 less 10%, mind you], but interesting…” My reaction to a 1967 Corton “Hospices de Beaune” consumed on 12 January 1976 concludes with “A very pretty, feminine burgundy.”   And then there is a 1970 Gevrey Chambertin sampled on 7 November 1975: “…Light, elegant well balanced taste – very feminine taste.” Decades after they were written, these records of wines help me recall the experience of drinking some truly exceptional bottles.  Until recently, I would engage in a parlor game with my dinner guests and ask them to read a description I had written decades earlier to see if I could recall which wine it corresponded to.  Gender terms are among those useful in stimulating such memories.

W. Blake Gray blogged his reaction to WWS21 under the heading “Professional wine tasting notes are for the reader, not the writer” (https://blog.wblakegray.com/).  A long time hater of sessions on tasting notes, Gray offered a two-part rant focusing on the purpose of describing a wine in words. While I appreciate his complex and nuanced arguments, I take issue with the following: “Nobody should call a wine ‘masculine’ or ‘feminine’ in 2021 because nobody knows what that means anymore; half the women in San Francisco can kick my ass, and the other half say, ‘What do you mean, only half?’”

I certainly have no trouble knowing what masculine and feminine mean in the biological sense and have an unambiguous notion of what I mean when describing wines with these terms.  Also, there are plenty of wine terms being used that have no universally recognized meaning. For example, consider the pervasive “minerality” which carries with it the additional absurdity that rocks have taste or smell. Instead, what we are doing here is using the terms as metaphors which can evoke memories of similar tasting experiences.  They are certainly not intended to be offensive or to be in any way exclusionary. The latter was the justification given by the panelists for retiring these terms without any evidence, anecdotal or statistical, that folks are traumatized by their use.  Certainly, men enjoy wines described as feminine just as women enjoy wines described as masculine. In an inane conflation, Denig advises: “Next time you’re tempted to use a gender-focused tasting descriptor, think about how you would react if someone characterized a wine as ‘white/Black’, ‘gay’, or ‘elderly’ on the palate. If you’d find any of these terms offensive, then imagine how some of us men and women feel.” I’m sorry, I simply don’t buy into this comparison and even find it offensive.  

I remain unchastened. In fact, I have since increased my use of these terms and even found a way to acknowledge those who have not made up their minds which sex they are.  At one of the tasting rooms in which I pour, there is a wine that naturally lends itself to being described in gender terms. It is a lovely pour that starts masculine, i.e., rustic and funky, then gets in touch with its feminine self, exuding floral and perfumed aromas, before returning to show its more macho side. This single vineyard Pinot noir is a shining example of a gender fluid fluid! Far from offending visitors, my characterization is appreciated, revelatory, and even endorsed.  No one has pushed back, and sales are good for this higher priced bottle.  Denig made this offer to those who might be offended:  “Next time a winemaker, tasting room employee, or sommelier uses a gender-focused descriptor, feel free to check them. Or send them my way.”  I look forward to her call.

“Sexy” also came under attack.  One of the WWS21 panelists termed it awkward. But once again, these PC word police have arrogated the responsibility to purge the language of descriptors that they deem inappropriate without offering any evidence of the need to do so beyond their feelings or the feelings of those they seem to want to represent. But since “sexy” is used to describe a particularly alluring or seductive bottle without any reference to the various facets of the act like who, how many, what, what kind, where, how often, and with which parts, the word should remain in the lexicon of terms.  One is free to ignore the term or use his or her imagination to personalize its meaning.  “Slutty” also came up and in the heat of battle, I agreed in the chat that this was an unacceptable term.  I hereby withdraw my objection.  I have in fact had wines that were overly generous and a little too eager to please.

Like Denig, the same panelist who had problems with “sexy” labeled “masculine” and “feminine” “lazy cliches,” and was joined by his fellow scolds. But like all imprecise descriptors, really the preponderance of those used for wine, they are merely suggestive and can elicit memories of similar wines. If you want to attack a term for being lazy, look no further than the afore mentioned “minerality,” the pandemic use of which has led Alex Maltman, a noted Welsh geologist and winegrower, to produce a stream of articles and a book to set straight the record.  It is also a term for which there is no consensus definition. Everyone seems to acknowledge, and science provides solid evidence that one’s perception of wine is subjective. Compound that with different cultural references and experiences and no one can expect anyone else’s tasting note to precisely reflect his or her perception. Furthermore, tasting a glass of fine wine over a period of time is like dipping your feet into a stream.  It is never the same moment to moment.  

And what about wine scores?  Despised by many but used, nonetheless.  Even WWS21 keynoter Jancis Robinson expressed her disgust with them yet still assigns them. As an applied mathematician, I regard scores as a most egregious form of number abuse ironically referenced with reverence by innumerates!  Should I start a movement based on my bruised sensibilities to ban their use? Better to simply ignore them.   

While free speech is a precious right, there is no inalienable right not to be offended, especially on behalf of unnamed others.  As such, I am not particularly interested if you find my terminology lazy, inappropriate, non-inclusive, or dated.  It works for me and likely others who use it or resonate with it. If you can’t stand the reference, take heart, many of us are boomers who are slowly leaving the wine scene. I hate tasting notes anyway. What these verbal prohibitionists are advocating is a one size fits all version that will certainly make them so diluted that they become even more useless.  Nevertheless, this free speech absolutist welcomes all voices in wine writing and believes that all should be heard…including mine.

Now go ‘way and let me nap.

Preparing for Harvest: Multiple Methods Maximize Vineyard Productivity

2 man inspecting a crop machine

By: Cheryl Gray

From vine to wine, the preparation for harvesting grapes means that some vineyards will explore the latest equipment, some will remain loyal to the tried and true, and others may deploy the best of both. For all of these options, vineyards turn to equipment and tool suppliers.

There is a unique and virtually exclusive link between Idaho and Italy, wherein two family-owned businesses are working together to bring a well-known name in vineyard equipment from one side of the Atlantic to the other. That equipment pipeline is serviced by Allen International, the marketing arm for Rinieri North America. Rinieri, a globally recognized, family-owned brand from Forli, Italy, is among the largest manufacturers in the world for vineyard and orchard equipment, serving vineyards on multiple continents for nearly 100 years.  

  Allen International, headquartered in Idaho, is named after owners Grant and Teresa Allen. In 2014, Grant Allen leveraged his more than three decades in the agricultural industry by teaming up his company with Rinieri. From that point forward, Allen International has helped the manufacturing juggernaut expand its market in North America.  

  As Rinieri’s North American representative, Allen is always in direct contact with dealers. He assists them in understanding the machinery and how best to market Rinieri products to vineyard customers. Allen is the point man in the field for grape growers, ready to assist vineyards by answering questions either remotely or one-on-one, including arranging for on-site equipment demonstrations. For those who want a virtual look at what Rinieri equipment can do, Allen provides videos of the equipment in action on his company website.  Rinieri, he says, has something for everyone.  

  “Rinieri makes an impressive line of vineyard and orchard equipment! The main focus is on everything organic, so we do not sell chemical sprayers, but we sell everything to help reduce or eliminate chemicals. “

  As an example, the Rinieri Model Velox 8 is a dual-sided in-row cultivator, designed to reduce the need for chemicals in weed control. Its sensor levels protect the vine system while the machinery does its job to destroy weeds. Another ecologically designed piece of equipment used for weed control is the Rinieri TURBO, built either left or right-sided. The TURBO’s hoeing blade can avoid vineyard plants, including those planted very close, with a 90-degree rotation of the tool. It can work up to a speed of six miles per hour. The TURBO is also designed to be assembled on other types of equipment, such as cultivators and disc harrows. 

  “No one offers the variety of ground tools like Rinieri,” says Allen. “We also have shredders for shredding the vines and branches in the row. The shredder is also great for mowing the grass in between rows.”

  Rinieri touts its Twin Turbo Narrow as the best tool for cultivating vineyard rows close to the vine, performing the task on both sides of the row without causing any damage. There is also the newly launched Rinieri Bio-Dynamic for vineyards. This product line is designed for super-fast weeding in vineyards and orchards with an operating speed of up to seven miles per hour. There is also a Bio-Dynamic Duo version with weed cutters on either side.  

  Allen tells The Grapevine Magazine that, in addition to ground tools such as weeding machines, cultivating machines, mowing machines, disc machines and the like, Rinieri also offers tractor-mounted equipment for maintaining vines, including trimmers/hedgers and de-leafers, which he says are tools primarily used in the late spring and early summer. Rinieri also manufactures pre-pruners, which are generally used in the winter.

  Allen International covers a vast area of North American territory on behalf of Rinieri. Its distribution blankets all of the western United States, some central parts of the country and most of the East Coast. The company’s distribution also stretches into the Canadian provinces of British Columbia, Ontario and Nova Scotia. Allen International does not inventory machines, which Allen says is cost-effective for both the company and its vineyard clients.  

  “Each of our importers buys directly from the factory and inventory machines and parts to support the Rinieri brand of products,” he says.  

  When preparing for harvest, Gamble Family Vineyards in Napa Valley places a high premium on sustainability and conservation. Third-generation farmer Tom Gamble runs the vineyard and winery, building upon the farming and ranching legacy that his family began in 1916. Gamble Family Vineyards stretches across 175 acres of premium estate vineyards in the coveted AVAs of Oakville, Yountville, Mt. Veeder and Rutherford. 

  The Gamble family was the driving force behind the 1969 Napa Valley Agricultural Preserve, a legacy it carries on today. As loyal stewards of land it has farmed for more than a century, Gamble Family Vineyards plays an active role in the Napa Valley Vintners and the Napa Valley River Restoration Project. 

  Raymond Reyes is Director of Viticulture and Winery Relations for Gamble Family Vineyards. He details the company’s steps to make sure that the grape harvest produces a maximum yield. “Harvest preparation involves several key inputs: Knowing the quantity of grapes to be harvested, location of harvest, and the delivery and crushing capabilities of the receiving winery or facility determines the amount of required mechanical equipment, support and labor.”

  Reyes says they deploy mechanical tools such as a tractor and hedger to remove excess vegetation and clear the way for manual harvesting. Gamble Family Vineyards assembles 10-person manual harvesting crews. That includes a tractor driver, eight workers for picking and one worker in charge of removing MOG, an acronym Reyes says stands for “material other than grapes,” including leaves, canes and shoots. That designated worker also keeps an eye out for defective grape clusters.

  For efficiency and timely delivery, Reyes says the vineyard plans on two tractors per manual labor crew. The type of tractor, wheel versus track, depends on the terrain, whether flat or hillside. Due to the landscape at Gamble, which Reyes says stretches from the valley floor to its hillside Mt. Veeder property, the vineyard uses both tractor types.  

  Harvest trailers are required to hold the harvested fruit. There are two types most often used in the Napa Valley region, 4×4 half-ton plastic macro bins and two and half-ton steel valley bins. Reyes says that at Gamble, they harvest using 4×4 plastic macro bins.  

  Consideration must be given to the truck sizes needed to deliver the grapes. This varies, Reyes says, depending upon the capabilities of and access to the receiving winery or crushing facility. Due to the limited access at the Gamble Winery, grape delivery arrives on small flatbed trucks with a capacity of up to ten tons. Forklifts are required to load bins onto the delivery truck, and the size of the harvest bin determines the type of forklift used. Gamble uses portable field pallet scales to weigh individual harvest bins.

  OSHA rules govern certain equipment requirements for manual labor crews. Practical comfort elements, such as portable toilets, must be precisely stationed throughout the vineyards and no more than a ten-minute walk away from the worksite. To meet the deadline for early morning deliveries of grapes, portable lighting to facilitate overnight harvests is a must. 

  For Gamble Family Vineyards, the people who execute the manual labor play a critical role in preparing for harvest. The reason is all about timing, which directly affects the winemaking process.

  “The now preferred harvest protocol is to deliver fruit when cold for grape phenolic preservation and for early morning deliveries to facilitate timely facility crushing,” says Reyes. “Gamble prefers to determine the levels of grape manipulation or crushing to fit the intended or designated tier. For example, the Gamble Sauvignon Blanc has three intended uses requiring three different phenolic and sensory profiles. The Sauvignon Blanc is whole-cluster-pressed within a mechanical bladder press that can be programmed to determine the level of ‘pressing’ of the grapes. This is also referred to as the cuts. Each level can and will exhibit a different sensory profile. Mechanical harvesting does not allow for this level of precision winemaking.”

  For small equipment and tools, Reyes says that Gamble turns to Central Valley Hardware, with locations in Napa Valley and St. Helena. For larger equipment needs, the choice is Green Valley Tractor, located in Fairfield. Reyes says that the combination of outstanding service and a personal touch from these companies goes a long way.

  No matter the size of the vineyard operation, fundamental tools and equipment – and key people who operate them – make preparing for harvest run smoothly. The experts say that detailed planning makes an important difference in outcomes. Of course, the most important outcome, they say, is what pours out from the wine bottle — the perfect glass of wine.

Update on Grapevine Leafroll and Red Blotch Viruses

By: Judit Monis, Ph.D.

As the fall season approaches, symptoms of virus infection become more pronounced in the vineyards.  Arguably, leafroll and red blotch are the most notorious and important viral diseases that manifest in late summer and the fall season.  Often, it is difficult to distinguish leafroll from red blotch disease symptoms in the vineyard.  This is especially true on red-fruited grapevine varieties.  In this article I will summarize and update information on the biology, symptoms, and transmission of the viruses responsible for these important diseases.  

The Viruses Responsible for Leafroll and Red Blotch Diseases

  There are four different virus species associated with grapevine leafroll disease.   The viruses belong to one taxonomic family (Closteroviridae) and are named Grapevine leafroll associated virus followed by a number (GLRaV-1 to -4).  Because it has not been possible – to date – to complete Koch’s postulates with GLRaVs, the word “associated” is added to the virus name.  With the exception of Grapevine fanleaf and red blotch, Koch’s postulates have not been completed with most of the disease-causing grapevine viruses.   The postulates state that a pathogen must be isolated in pure form from a diseased plant, later the pathogen (virus in this case) is introduced to a healthy plant, and the newly infected plant must show the same symptoms as the original infected one.  Clearly Koch’s postulates are important because they prove the cause and effect of a pathogen causing disease.  As I will describe below, researchers can tweak the definition of Koch’s postulates to prove that a virus causes a specific disease and drop the word “associated” from a particular virus name.   Within the Closteroviridae family, species of GLRaV are classified in three genera, Ampelovirus, Closterovirus, and Velarivirus. Grapevine leafroll associated virus -1, GLRaV-3, and GLRaV-4 belong to the Ampelovirus genus.  Grapevine leafroll associated virus -2 is a Closterovirus and GLRaV-7 is a member of the Velarivirus genus.  Some researchers claim that GLRaV-7 should not be considered a leafroll virus.   Recent research has shown that GLRaV-7 was isolated from a mixed leafroll infected vine and symptoms may have been due to the other leafroll virus present in the vine.  When found in single infections, GLRaV-7 does not appear to show typical leafroll symptoms.

  Grapevine red blotch virus (GRBV) is the second virus species discovered in grapevines that carries DNA instead of RNA as its genetic material.  Both its molecular and structural characterization has placed GRBV in a new genus, named Grablovirus, within the Geminiviridae family.   As stated above, it has been difficult to demonstrate Koch’s postulates, with grapevine-infecting viruses. There are many reasons for this.  Mainly, there are not many alternative hosts that are susceptible to most grapevine infecting viruses.  But most importantly, grapevine viruses cannot be mechanically transmitted onto grapevines.  These viruses need to be introduced to a vine via grafting (graft-transmission) and/or need a biological vector for successful transmission.   Dr. Marc Fuchs team at Cornell University was able to demonstrate that GRBV genetic material is responsible for red blotch foliar symptoms in red fruited grapevine varieties.  The work was done using sophisticated recombinant DNA technology to introduce the virus genetic material into tissue cultured grapevine plants.   Time will tell, after the plants grow, if the infected vines also display the detrimental effect of the virus in organoleptic qualities of the fruit (i.e., reduction of sugar).

close up of a grape tree
A close up view of a vine infected with Grapevine Leafroll associated virus-3 and Grapevine red blotch virus

Leafroll and Red Blotch Symptoms are Similar

  Vines infected with leafroll viruses produce smaller grape clusters that ripen unevenly with lower sugar content. Foliar symptoms include downward rolling, reddening or yellowing of leaves depending on the grapevine variety. Other foliar colors associated with leafroll virus infection include pink, purple, and orange speckles. The leaf veins may remain green or take many other colors (yellow, purple, or red). Grapevine red blotch virus infection displays different leaf discoloration which usually appear spotty or blotchy.  However, these symptoms are indistinguishable from leafroll, especially when rolling of leaves are absent in GLRaV- infected vines.  In red fruited varieties, GRBV infected vines can display red veins, but red veins have also been observed in non-infected vines, and many red-blotch infected vines do not display red veins.   In my opinion, red vein symptoms cannot be used as a diagnostic tool.   In white-fruited varieties red blotch disease displays yellow blotchy discoloration in leaves. While the symptoms of leafroll and red blotch can be confused, these diseases are caused by different types of viruses that can often be found in mixed infections, complicating the visual diagnosis.  Although, the change in colors of the leaves in the fall is a tale-tell of virus infection, the most important negative effect of both GLRaV and GRBV infection is the reduction of sugar in fruit resulting in reduced Brix values and delayed fruit maturity.

red veins in leaves
Symptoms of Grapevine red blotch virus – NOTE the red veins in the leaves

  Some GLRaVs and their strains are more aggressive than others.  Researchers have described the Alfie (Australia and New Zealand), BD (Italy), and Red Globe (U.S.A) strains of GLRaV-2. These strains are molecularly similar and have been associated with graft incompatibility, vine decline and death.  Some researchers report that GLRaV-1 and -3 induce more severe symptoms than GLRaV-4.  However, symptoms vary depending on the grape variety, rootstock, and climatic conditions.  At the moment, two different clades of GRBV have been reported but no differences in their biology or effect on symptoms in the vineyards have been observed so far.  Just as seen with leafroll, the symptom expression of GRBV infected vines is affected by climatic conditions and the author has noted differences in the effect on sugar reduction in sunnier and warmer areas (i.e., California coastal areas with more fog and lower sunshine yield fruit with lower sugar concentration than the same grape clones grown inland with more sun exposure).

Transmission and Spread of the Viruses

  Ampeloviruses (GLRaV-1, -3 and -4) are transmitted by sap-sucking insects (mealybugs and soft scale insects) in a non-specific manner.  This means, different mealybug and soft scale insect species are able to transmit any leafroll virus in the Ampelovirus genus.  Research has shown that the citrus (Planococcus citri), grape (Pseudococcus maritimus), long-tailed (Pseudococcus longispinus), obscure (Pseudococcus viburni) and vine (Planococcus ficus) mealybugs as well as the soft scale insects Pulvinaria vitis and Ceroplastes rusci are able to transmit GLRaVs. Mealybugs and soft scale insects feed on the vine’s sap by inserting their sucking mouthparts into the plant’s vascular system (phloem). The honeydew excreted during the feeding process attracts ants that nurse and aid mealybugs to be transported to different positions of the vine or a different vine in the row.  Mealybugs may be difficult to observe as they can hide beneath the bark.  In these cases, ant activity and the presence of sooty mold (a fungus) are good indicators of the presence of mealybug vectors in the vineyard.  No insects able to transmit GLRaV-2 or GLRaV -7 have been reported to date and their propagation (just like all other GLRaVs) is performed by humans who produce, graft, and distribute cuttings from infected vines.  

Work by researchers at Cornell University and the University of California reported that the three-cornered alfalfa hopper (Spissistilus festinus) can transmit the GRBV in greenhouse and laboratory conditions.  Although, the three-cornered alfalfa hopper has been found in vineyard blocks where red blotch disease has spread, transmission experiments in the field have not been completed to date.   It is interesting that grapevine is not the preferred host for Spissistilus festinus that prefers to feed on legumes, grasses, and shrubs.  Furthermore, the insect is not able to complete its reproductive cycle in grapevines.  While research continues to determine if other vectors are capable of transmitting GRBV it is clear that the rapid expansion of this virus in vineyards was due to propagation and grafting of cuttings from infected vines.  This also explains the arrival of GRBV to many countries in Asia, Europe, and South America where GRBV had not been previously reported.   In summary, both, GLRaVs and GRBV are graft transmissible and predominantly propagated by producing cuttings of infected rootstock and scion material. 

Diagnosis and Status of Foundation Plant Material

  The distribution and concentration (titer) of leafroll and red blotch viruses is different in infected plant material.  While leafroll detection appears to be seasonal (best detected late in the growing season), detection of red blotch virus can be performed any time of the year.   Further, work performed in my lab showed that red blotch virus can be detected in high titers in any part of the vine.  The work showed that red blotch virus can be detected in any tissue tested, new or mature leaves, petioles, green or lignified canes, as well as cordons and trunks.  In contrast, leafroll viruses are generally found in low concentrations and are best detected in mature leaves, canes, cordon, and trunk.  If a vine has been infected through cuttings, the older the plant material is, the easier it is to detect GLRaVs.  

  Keeping both leafroll and red blotch viruses out of the productive vineyards relies on clean planting stock programs.  Sadly, a few years ago the University of California at Davis Foundation Plant Services (FPS) scientists announced the finding of a few vines infected with GRBV in the Russell Ranch foundation block. The block was planted with vines produced with a tissue culture technique that is capable of eliminating potential harmful viruses.  The block was tested using the “Protocol 2010” that includes a list of viruses that are harmful to grapevines.  Initially, four vines were found to be infected with GRBV in 2017, in 2018 the number increased to 24 vines.  In 2019 the positive results were over 300 vines, while the results from 2020 testing showed that 788 are infected with GRBV. Consequently, FPS suspended the sale of vines from the Russell Ranch block until further notice.  To learn more about GRBV epidemiology, the GRBV-infected Russell Ranch block will be used as a research block to study the transmission and spread of the virus.  

Conclusions

  This author has been involved in applied research with the goal to determine the ideal process to protect clean planting grapevine stock and newly planted vineyards from infection of viruses and fungal pathogens.  Presently, information on what is the distance needed at the foundation and nursery blocks to avoid infection from diseased blocks is lacking. The results of the research will develop the best strategy to isolate and monitor clean planting stock.  Until we have this information my recommendation is that nurseries and growers determine the health status of grapevine stock prior to planting to avoid the propagation and/or introduction diseased vines to the vineyard.  Yet, it is very important to isolate and monitor newly planted vineyards to avoid the introduction of disease via insect vectors.  It is important to remember that lack of symptoms does not always correlate with a healthy diagnostic result (rootstock varieties as well as non-grafted vines are usually asymptomatic), so it is best to test a statistical sample of the nursery propagated material to be sure of its health status.

Judit Monis, Ph.D. is the Global Plant Pathology Director at Ball Horticultural Company.

The Vineyard Stewards’ Stewards

vineyard staff cutting leaves

By: Neal D. Hulkower

Two were born in Mexico and one in the US to parents from Oaxaca. Each had carved a path to success in Oregon’s wine industry and wanted to pay it forward by easing the way for those at the beginning of the winemaking process, the vineyard steward.  An association they created not that long ago has been fulfilling their vision.

The Trio of Founders 

  After obtaining a degree in Computer Systems Engineering in Chihuahua, Mexico, in 2002, Jesús Guillén came to the United States to learn English.  His father, Jesús senior, who then as now was managing the vineyards at White Rose Estate in Dayton, Oregon, put him to work. Blossoming under the guidance of mentors including White Rose’s owner Greg Sanders, consulting winemaker Mark Vlossak, who also owns St Innocent, and the late Gary Andrus, the younger Guillén quickly moved from the fields to the cellar. In 2008, he became the first Mexican head winemaker in Oregon. He also started his own brand, Guillén Family Wines.

  Mexico City native Sofía Torres McKay was working in the technology field when she met her husband, Ryan, in San Francisco in 2001.  After they married in 2005, they acquired 10-acres in the Dundee Hills American Viticultural Area and planted Cramoisi Vineyard. They bottle estate Pinot Noir, red and rosé, and Chardonnay under the Cramoisi label.

  Native Oregonian Miguel Lopez was born to immigrants from Oaxaca and raised in wine country. His resume includes positions at several wineries and a distributor.  He now dedicates his time to Red Dirt Vineyard Management and Winemaking, a venture he started with his sister, Eva Lopez, in 2018.

From Idea to Reality

  That same year, Guillén, Torres McKay, and Lopez went public with their plans to form an organization named the Asociación Hispana de la Industria del Vino en Oregon y Comunidad or AHIVOY (ahivoyoregon.org), which is Spanish for “there I go”.   Tragically, Guillén died at age 38 on November 5, 2018, after a short battle with an aggressive form of cancer.  His widow, Yuliana Cisneros-Guillén, took his place with the other founders and also maintains the family’s label.  She promotes the importance of those the group is dedicated to supporting: “AHÍVOY vineyard stewards are tending the vineyards that capture our Oregon wine region in every wine that is being produced.”

  The association adopted an ambitious and sharply focused mission statement: “AHIVOY strengthens the Oregon wine community by empowering Vineyard Stewards through education.” It collaborated with Chemeketa Community College’s Wine Studies program at the Eola campus in Salem to develop the Wine Industry Professional Training Program tailored to the constraints of full-time vineyard workers.  AHIVOY held its first public event in November 2019 to raise funds for this project and to announce that it had begun selecting members of the first cohort. The Oregon wine industry and supporters quickly rallied to the nascent organization. A major boost came from The Erath Family Foundation which covered the expenses for all students in the inaugural class.

The First Cohorts

  On January 15, 2020, a small group of vineyard stewards gathered in a Chemeketa classroom for the first time to expand their view of the wine industry.  Over the two 10-week terms, topics covered the entire process from vineyard to glass, incorporating the details of grape growing and vinification as well as tasting and marketing the final product. Along with the rest of the world, the program came to a sudden halt on March 13, one week shy of the end of the first term.

  During the forced hiatus, the now tax-exempt association, with officers, a volunteer board, and committee structure in place, continued to raise funds for a second cohort and to recruit students.  They successfully accumulated enough to fund the second cohort which started on January 13, 2021, one day after the first cohort returned to class.

On a cloudless March 3, 2021, the dream of the three founders commenced dreams coming true for eight men, the first to complete the program. The second cohort comprised of four women and six men celebrated its graduation on April 27.

Reactions, Initial Impact, and Follow On

  Jessica Sandrock, a member of the AHIVOY education committee and coordinator of programs and grants, was instrumental in designing the English-language curriculum for the program. She collected and shared feedback from students in both cohorts and their employers. “Overall, the reaction to the program has been really positive,” said Sandrock.   She added that, not surprisingly, the students overwhelmingly liked gaining more advanced technical knowledge on vineyard management.

  One wrote: “Vineyard management classes are very good. [It was c]hallenging and I learned new things that I am using at work already.” But as they got into winemaking topics, they got interested in those. One student in the first cohort is pursuing winemaking and his own label. Another valued “learning more about all of the things that go into growing grapes and making wine. I will use all of this in my work.”  Most enjoyed visiting different vineyards and wineries, learning different ways to train the vines and the work of the winery.  Three members of the second cohort really appreciated the WSET Level 1 training and certification which was added this year and will pursue the higher levels. Several plan to continue their education by taking classes to deepen their knowledge of vineyard management, to study enology, to learn English, or to get a General Educational Development (GED) certificate. The respondents unanimously plan to recommend the program to other vineyard stewards.

  Employer reaction was also strongly positive. All agreed that “the vineyard steward [is] showing increased eagerness to learn” while 80% affirmed that “the vineyard steward [is] demonstrating more versatility.”

  Jesse Lange of Lange Winery wrote “We’ve been fortunate to have two, very valued and experienced, employees participate in the AHIVOY program for each of the two years the program has been available.

  “Continuing education has a holistic [effect] on any student- one that has the potential to positively permeate many aspects of job performance. We’ve seen that [to] be the case here at Lange Estate- from the viticulture, wine-production, and even sales and marketing. Both Benjamin and Enrique have shown higher levels of enthusiasm, deeper levels of questioning, and general happiness with the opportunity to expand a knowledge base and skill set. Also, the chance to learn amongst peers allows for interactions that can [be] cohesive and collaborative- especially coming out of the pandemic. All of this is healthy indeed!  “We would definitely recommend this program to other folks in the industry- no doubt!”

  Sam Stetser of Atlas Vineyard Management sent one of his employees to the second cohort: “The great thing about AHIVOY is both myself and Roman were on board with doing it, it wouldn’t work if that wasn’t the case.” He hopes to “to transition Roman into a management role with more responsibility.”

  Sandrock said that they will track graduates and are trying formal and informal ways to keep them connected to the association as ambassadors or board members. She also stated that AHIVOY is working with Oregon State University to support graduates interested in pursuing a bachelor’s degree.  This can be an attractive option since the graduates accrued continuing education credits that can be used to place out of the 3 introductory courses at Chemeketa in its Wine Studies Program whose credits, in turn, readily transfer to OSU.  More immediate opportunities are with the OSU extension.  Discussions are underway with Prof. Patricia Skinkis, Viticulture Extension Specialist, about specific topics she can support such as pest management.

The Future

  Thus far, AHIVOY’s reach has only extended to the Willamette Valley, and mostly the north at that, but there has been outreach to Southern Oregon and The Rocks District.  But more involvement is needed to spread the word and do all of the other critical functions of the growing organization.

  Resources for the 2022 class have been secured and applications for membership in the third cohort are being accepted through November 15, 2021. Classes are scheduled from January 5 to April 27, 2022 on Wednesday from 9 am to 3 pm. In the meantime, fundraising continues to ensure classes can continue beyond next year and perhaps even expand to include larger numbers of students.

  In less than 3 years, the vision of the founding trio has taken hold, gathering widening support from an industry known for collaboration and concern for all of its members.  With momentum building, AHIVOY looks to be as successful as ¡Salud!, the organization that has been providing medical services to Oregon vineyard workers and their family for over 25 years.  While ¡Salud! maintains the health of the vineyard stewards, AHIVOY enriches their intellect and feeds their curiosity. As founder Torres McKay asserts: “The more we empower vineyard stewards through education, [the more] we will become the best wine growing community, making the best wines in the world.”

How Does Your Safety Program “PAIR” With Your Workers?

repairman at maintenance work

By: Michael Harding, Senior Risk Solution Specialist, Markel Specialty

With the intensity of the wine season gearing up and peak times just around the corner, how prepared are you to protect the health and safety of your workers? Protecting your employees is crucial to attaining your orchard and vineyard goals and having a successful operation. Having a solid and functioning safety plan in force results in better productivity, enables your workers to thrive and contribute to the performance of your business.  A good safety program is a win –win for everyone!

  Regardless of the size of your operation, it is your responsibility as an employer, to have a safety program in place.  Depending on the size of your operation, your safety program may be informal or it may need to be more formal in nature – every winery is different. You’ll obviously want to abide by any government safety regulations that apply but there are also several safety management practices that will help you better demonstrate your commitment to safety, provide a safer working environment for your workers and yield you more efficiencies within your business. 

  It is not uncommon for a winery to produce a safety manual from an online template, issue it to their workers, briefly review it during a new employee training session and in turn, believe they have an effective safety program. Even though doing this is important, there are additional ways to visibly support your safety program to the point where it actually becomes “operationalized” into your day-to-day activities.  Outlined below you will find some of the ways we have found to be very effective to visibly demonstrate your support of your safety program.

Effective Ways to Promote a Safety Program at a Winery Safety Policy and Program

1.  Draft a safety policy statement and sign it, better yet, have all of your supervisors sign it too.

2.  Make sure that your workers receive this policy statement either through an employee handbook, an employee bulletin board posting or through new employee orientations and meetings.

3.  Safety responsibilities should be formally assigned to a single individual to coordinate safety compliance efforts, accident investigation, and emergency procedures.

4.  Verify that appropriate safety responsibilities are also defined for everyone else.

5.  Work with either your insurance carrier or your insurance broker to establish an internal claims cost containment or return to work policy to reduce post-accident injury expenses.

6.  Hold supervisors accountable in annual performance reviews in part for safety objectives and/or the accident results of their workers.

Safety Rules and Standards

1.  Workers need to know how to safely do their job by having general work procedures and safety rules developed for your winery operation. High risk procedures like confined space entry, lockout / tagout, any work at heights, etc., need to be in writing.

2.  Safety rules are as important as any other part of your business. Write them so they are simple and easy to understand. Distribute them to all workers and have them sign an acknowledgment of understanding. Also post them in a common area as a reminder to everyone.

3.  Have a disciplinary system in place to deal with any safety rule violations.

4.  Develop a plan for winery emergencies like natural disasters and fires to make sure your workers know how to effectively respond in emergency situations.

Safety Training

1.  Make sure you have a safety orientation plan in place. Complete the orientation before workers begin a new job. Workers need hands on job training.

2.  Train your supervisory personnel so they can conduct safety inspections related to workplace safety hazards or applicable regulations in their area on a regular basis.

3.  Review your winery operations to determine the safety training needs for all work areas. This would include areas such as: emergency response to fire or injury, confined space, electrical safety, handling of chemicals, fall prevention and wearing of personal protective equipment, just to mention a few.

4.  Supervisory safety training sessions should be held regularly, addressing the following: accident investigation, conducting safety talks, understanding workers compensation, complying with government safety regulations, completing safety inspections, and controlling employee accident costs, as needed.

Safety Inspections

1.  Formal safety inspections should be conducted regularly by supervisors or other management staff. Document the results of these inspections.

2.  On a daily basis, supervisors should routinely conduct informal safety inspections with any negative findings documented and corrected.

3.  Consider developing customized safety inspection checklists for each area to ensure your inspections are thorough and consistent.

4.  Have a follow-up system in place to make sure that systematic corrective action is being taken on the deficiencies noted during safety inspections.

5.  Regularly update your safety inspection procedures and checklists by utilizing information generated in accident investigation reports so you can prevent recurring incidents.

Accident Investigation

1.  Have a supervisor (of the employee) investigate all injuries requiring medical treatment along with any “near misses” to make sure they don’t happen again.

2.  Maintain accident statistics about injuries that occur in your winery operation and review them regularly in management staff meetings. An accident occurring within your facility should be considered a significant winery operational deficiency and you should appropriately take corrective measures for each one.

3.  Focus on fact finding, not fault finding to avoid attributing accident causes to employee carelessness or possible fraud on accident investigation reports. Identify the underlying root cause(s) for each accident.

4.  Have a first aid treatment procedure in place to help effectively reduce the severity of work-related injuries. You should include:

a)  A properly stocked first aid kit. The American Red Cross recommends: https://www.redcross.org/get-help/how-to-prepare-for-emergencies/anatomy-of-a-first-aid-kit.html

b)  Eye wash station(s). Grainger has an article describing where eye wash stations should be placed: https://www.grainger.com/content/qt-emergency-shower-eye-wash-stn-req-120

c) Employees trained / certified in first aid. First aid training is often available through local organizations such as the Red Cross, local fire departments, EMS, etc. Check your local area listings.

Personal Protective Equipment (PPE)

1.  Conduct a hazard assessment of your winery operations to determine any personal protective needs and requirements for your workers. Make sure appropriate PPE is readily available to all workers, they are trained in its use and they follow all established requirements.

2.  Hold your supervisory personnel responsible for enforcing the use of PPE devices. This would include such items as safety glasses, proper footwear, gloves, and hearing protection, etc.

3.  On a periodic basis, review accident and inspection reports to evaluate the use or need for any additional personal protective equipment devices.

Motivation

1.  Demonstrate safety is a priority at your winery by holding regular meetings with your workers and supervisors to talk about any safety concerns. Keep minutes of each of these meetings with what was talked about and who attended.

2.  Have an “alternative duty” transitional work program in place to encourage injured workers to remain on the job in restricted capacity.

3.  Consider having a constructive policy in place to address workers who have had two more injuries or property damage accidents during any twelve-month period of time.

4.  Establish ideas and plans to motivate all workers to follow existing safety policies/procedures in an effort to achieve specific safety goals through such methods as personal recognition, bonuses, awards, etc.

Mechanical Safeguards

1.  Survey any high accident areas, materials, processes or buildings annually if you are having occurrences to specifically evaluate the adequacy of your equipment safeguards and/or OSHA machinery guarding compliance.

2.  Identify and provide appropriate signage where guarding is required. Develop procedures when guards are required to be removed for service or maintenance.

3.  If protected by interlocks or safety switch, inspect these systems regularly to verify that they have not been disabled or bypassed.

General Operating Conditions

1.   Maintain good housekeeping practices in all of your working areas so as to reduce slip, trip and fall hazards.

2.   Prohibit the climbing on racks in any storage or warehousing operations. Provide and encourage the use of sound, sturdy ladders.

3.   If forklifts are used, provide required training to all operators. Order pickers, if used, must work from an approved platform and wear appropriate fall protection.

4.   Tractors, mowers and other power equipment should be provided with appropriate rollover protective devices (ROPS).

Vehicle Safety

1.   Motor vehicle records should be routinely obtained for all new drivers and updated annually.

2.   Motor vehicle records should be evaluated using a defined point system for all drivers on an annual basis.

3.   A record of training should be maintained on file for all personnel who have access to and operate vehicles, farm equipment, vans or other powered equipment during the course of their employment.

4.   Accident reporting kits should be kept in all vehicle glove compartments.

5.   Drivers should conduct vehicle inspections daily.

Conclusion

  At the end of the day, safety doesn’t need to be complicated. You can keep your program simple so that it meets the needs of your winery. Remember that:

•    Safety doesn’t happen without the person in charge and everyone else standing up and taking responsibility.

•    No one single person can be responsible for safety – more people making safety a priority correlated to fewer people being injured.

•    Stay with it – safety isn’t about written rules and handbooks, it’s about thinking about the potential dangers and what needs to be done to keep everyone safe.

By “pairing” these safety program components with what you and your workers do, you’ll be better prepared to meet the busy times ahead with safer and fewer injured employees. You, your employees and your business will all benefit!

  The information provided in this article is intended for general informational purposes only and should not be considered as all encompassing, or suitable for all situations, conditions, and environments.  Please contact us or your insurance professional if you have any questions. Products and services are offered through Markel Specialty, a business division of Markel Service Incorporated (national producer number 27585).  Policies are written by one or more Markel insurance companies. Terms and conditions for rate and coverage may vary.

For More Information Please Call Us At: 800-814-6773 Or Visit Our Website: markelinsurance.com/winery

Post-Pandemic: How Small Wineries & Vintners Can Get Back to Business, Better!

people toasting with wine glasses

By: Rod Hughes

Wildfires, faulty tanks, flooding, a pandemic, lockdowns, water shortages, tornados, tropical storms – the past two years have been, in a word, biblical in terms of challenges faced by vintners and winemakers.

  However, like the rest of the U.S. economy, there are signs of positivity on the horizon. Pandemic restrictions are loosening, and Americans seem eager to travel and resume their former leisure activities. This includes touring wineries as well as resuming their search for those great bottles to share with friends.

  This reality presents both opportunities and challenges to those in the winemaking industry.

  The challenges are not inconsequential: Northern California wineries faced savage wildfires in 2017, 2019 and 2020, leaving many around the country with the impression California wineries were irreparably harmed. In parts of Maryland, some wineries are still trying to put the pieces back together after Tropical Storm Isaias last summer. And let’s not forget the pandemic shutdowns, limited capacity re-openings and economic pain felt universally across all wineries. 

  However, the opportunities for those that made it through may be just as powerful.

EAST COAST SOLUTION

  One example is Old York Cellars Winery in Ringoes, New Jersey. Shutdown in March 2020 like much of the country due to COVID-19, owner David Wolin — a former attorney — gathered his staff and brainstormed.  (Photo: David is 3rd on the left)

  “We knew what we couldn’t do, and it was a lot,” Wolin explained. “The question was what could we do in this new environment?”

  Wolin and his team quickly turned to one of the major challenges for independent wineries: direct shipping to consumers.

  Winery direct-to-consumer shipping is legal in 47 U.S. states, each of which regulates its own system. Regulations, taxes and various packaging requirements can vary. However, Wolin and his team had time on their hands (they would reopen, albeit under strict New Jersey Department of Health restrictions, with limited capacity in June 2020). So Wolin put his legal training to work and secured approval to ship his Old York Cellar wines to 15 other states as well as Washington, D.C.

  In short order, he found a niche market and started shipping wine as far as California and Oregon. Much of the direct shipment was coupled with virtual wine tastings as customers reached out from all over the U.S. looking for creative ways to stay connected with friends and family through virtual activities. By the end of 2020, Old York Cellars experienced a 545 percent increase in online sales and swung from an early 2020 revenue loss of more than 70 percent to end the year up by 13 percent overall.

  For this New Jersey winery, its pandemic recovery began when it took on one of an independent winery’s biggest sales obstacles and found a way to turn it into a success.

WEST COAST SOLUTION

  Another example of finding opportunity amid challenge is Healdsburg’s Longboard Vineyards in California’s famous Sonoma wine region. Like Wolin in New Jersey, Longboard’s Head of Hospitality Heidi Dittloff and Oded Shakked, the owner and winemaker, had to reinvent the business following the March 2020 shutdowns.

  “We were at a stand-still, like a lot of businesses at that point, trying to figure out how to stop hemorrhaging cash while also looking for new revenue sources,” explained Dittloff. Like many pre-pandemic wineries, Longboard’s online sales were only between 1 and 3 percent of its annual revenue.

  “Of course, looking back, ecommerce seems like the default route. Just take your sales online. Simple, right? Um, no,” said Dittloff.

  Like many small wineries, outdated software and robust websites tailored for ecommerce sales had not been a priority. Before COVID-19, it could take shoppers up to 10 clicks to purchase a bottle of wine on a typical small winery’s website. In the age of Amazon’s One-Click mindset, that’s nine clicks too many.

  Dittloff’s solution was to re-examine the sales funnels for Longboard.

  The majority (more than 70 percent) of sales for most wineries before the pandemic came from three areas: tasting rooms, wine clubs and wholesale. The shutdowns and later limited capacity requirements of 2020 effectively took in-person sales off the table, as wholesale transactions dipped temporarily. Pivoting to touchless curbside pick-up and leveraging their wine clubs helped, but the key to surviving was replacing the lost tasting room sales funnel. Longboard accomplished this through what Dittloff called “data hygiene.”

  This meant closely examining all consumer data available, understanding new buyers versus pre-COVID buyers, and designing offers that matched buyers’ needs. To do this well, Longboard also had to reinvent its website as well as completely overhaul its shopping cart to create a more user-friendly environment that limited clicks, provided buyers with their order history and created stunning visuals. This also meant updating the winery’s Point-of-Purchase system.

  “None of this was cheap,” Shakked noted. “But it was either invest or vanish because no one knew back then how long the pandemic shutdowns would last.”

  With improved customer reach and systems tied to aggressive outreach on social media to bloggers and area businesses, Longboard grew its online sales from 1 to 30 percent of its revenue, replacing nearly all of its lost tasting room sales. The key to growth in 2021 and beyond, said Dittloff, is to maintain those online sales as restrictions ease and the tasting room business returns.

  “There’s a lot of opportunity for wineries like ours to come out of this pandemic stronger than when it began,” said Shakked. “Pursuing those new sales funnels and making better, smarter use of data will be critical to that future growth.”

ONGOING SOLUTIONS

  For many independent wineries and vintners, undertaking the paperwork headaches, sales tax collection and reporting, as well as the logistics of shipping wine to dozens of other states, is too heavy of a lift. For some, so is a complete overhaul of its web, ecommerce and POS systems.

  This is where a solid communications strategy can play an integral role in helping independent wineries rebound from both the pandemic and all that came before it.

REINVENTION

  One early and likely ongoing solution that will continue to be needed is the reinvention of outdoor spaces. Despite re-openings, some customers aren’t going to be completely comfortable going back indoors. This means, especially for the purposes of enticing wine club and other regional customers, developing seasonal or quarterly “makeovers” of outdoor spaces. While the upfront costs and sweat equity can be considerable, they can be recouped through a thoughtful email and social media campaign promoting the spaces. Done well, these reinvented spaces can present customers with something new or different to see several times per year while also purchasing your wines.

  Old York Cellars has done this successfully, creating a Winter Wine Village on its 28-acre property in late 2020 and early 2021, complete with decorative cabanas, high-end fire pits and posh outdoor furniture. A tented “Spring Wine Village” offers a similar vibe at Old York Cellars with a focus on new views, a dining menu and a return of outdoor entertainment, as well. Cana Vineyards & Winery in Middleburg, Virginia took a similar approach, creating 10 cozy fire pit areas on the lawn overlooking its 43-acre property and nearby mountains. Patio heaters on the winery’s outdoor decks and front porch created warm winter spaces along with ceiling heaters and an outdoor pavilion with stunning stone fireplace. S’more kits were also available for purchase.

  By mixing up the outdoor experience for customers, small wineries can offer something fresh and new for regional customers, road-trippers and wine club members to bring them back. These outdoor makeovers also present opportunities for email marketing and public relations to introduce customers to a remodeled venue as well as special offers.

A COLLECTIVE VOICE

  Additionally, small wineries should closely examine working with their local grower’s associations and/or chambers of commerce to come together with a single voice on their industry. Consumers are likely to remain unsure of what is and isn’t possible with travel and tourism businesses for some time. Using a collective voice to let travelers know that area wineries are open for business is key.

  Partnering with other business or marketing associations can also reveal additional opportunities for wineries to grow their way out of the pandemic and its economic challenges. A great example of this type of partnership is the collaboration of the Napa and Sonoma wineries working with LuxeSF, a B2B partner network comprised of sales and marketing professionals focused on luxury marketing in the Bay Area. As recently as April 2021, LuxeSF hosted a panel of small wine producers to talk about what happened in their industry in 2020 and offer tips and best marketing practices going forward for independent vintners.

MAINTAINING THE PULSE

  Surveys, of course, are an ideal way to stay connected to winery customers. They have the added value of not being seen as an overt sales tactic. Not only can these surveys help to keep small wineries top-of-mind, but they can also be great tools for gauging customer sentiment and crowdsourcing ideas as the country reopens. For instance, a survey about how customers might feel about a “garden party event” this summer or fall is a great way to gauge how to best address the potential use of masks as well as possible turn-out.

  Surveys about continued virtual tastings, satisfaction with prior wine shipments and ecommerce experiences can also provide vital insights into the continued strength and likelihood of these pandemic-induced sales channels.

BECOMING PUBLISHERS

  Finally, and this is a recommendation that should not be dismissed out of hand, wineries need to become content publishers.

  The world has changed, and we’re now in the experience economy. A consumer’s personal experience with a brand, service or winery can drive sales. And in a world where smartphones are ubiquitous and even grandparents are mostly on one form of social media or another, wineries need to feed consumers’ insatiable appetite for content.

  If wineries produce no other form of content (and they should produce a variety, just like their wines), it must be video. Video content should run the gamut, including tours of the vineyards, the first crush of the season, 3 to 5-minute video winemaker interviews on topics for aficionados, as well as casual tasting room tourists, 30-second event update videos and more. These videos should be shared across all the winery’s social platforms and promoted via email marketing and the website. Consumers are 37 times more likely to engage with a piece of video content than a newsletter, blog or long-form article.

  But that video needs to be brief and packed with good, non-sales information. They also need not be slickly produced. In fact, millennials and Gen Z consumers find simple smartphone videos to be “more authentic.”

  The pandemic is just the latest in a string of challenges to wineries, but it’s also likely to have one of the most profound and lasting effects on the industry. The good news is all wineries will have ample opportunities to rebound from this latest challenge, but it won’t be a return to normal or even a “new normal.” Rather, what comes next must be a new approach to how the business of wineries and vineyards are conducted and how they engage with their customers.

ABOUT THE AUTHOR  Rod Hughes is vice president and principal with Kimball Hughes Public Relations. A former journalist and frequent public speaker, he can be reached via email at rhughes@kimballpr.com or by phone at (610) 559-758

Royal Slope Designated as Washington State’s Newest American Viticultural Area

a vast green vineyard

By: Becky Garrison

In September 12, 2020, the Alcohol and Tobacco Tax and Trade Bureau published the final rul-ing for Royal Slope American Viticultural Area, making it Washington State’s 15th AVA, de-fined by variation in elevation, slopes and aspect. A month after the publication of the ruling, wineries within this new AVA were eligible to submit a Certificate of Label Approval request to the TTB using the Royal Slope AVA as an appellation of origin.

  Royal Slope AVA, contained wholly within the Columbia Valley AVA, consists of 156,389 acres, with the majority of the area’s soils formed of windblown silts, or loess, from the Ice Age Missoula Floods. The AVA includes Frenchman Hills, a 30-mile long east-west trending ridge with a gentle to medium steep southfacing slope. Situated between Wenatchee and Tri Cities and about two and half hours from Seattle, Royal Slope AVA has the potential to become a tour-ist destination within the growing agritourism industry.

  About 90% of Royal Slope’s area consists of gently to somewhat steeply south-facing slopes. These southern slopes represent the best aspect for wine grapes in the Pacific Northwest due to the northerly latitude. According to lore, this gentle south aspect led to the origin of the name. Apparently, a pair of Scotsmen climbed the Saddle Mountains in the 1880s and drank in the view to the north of the south-canted topography and exclaimed, “Now that’s a Royal Slope!’

  Along those lines, the name “Royal Slope” has been printed on USGS topographic maps of vari-ous scales as far back as the 1950s to indicate the general area. The term has been in common usage for more than 50 years to describe this rich agricultural district of tree fruit orchards, row and field crops, and, increasingly since the 1980s, wine grapes.

  Dr. Alan Busacca, Ph.D., Vinetas Consulting, LLC and a certified soil scientist, co-wrote the royal Slope AVA petition with Richard Rupp, Ph.D., on behalf of the Royal Slope Wine Grower’s Association. The petition was delivered to the TTB on February 23, 2017. This approximately four-year delay from filing to approval was attributed to a TTB backlog exacerbated by COVID-19.

  In a press release issued by the Washington State Wine Commission, Busacca described the Royal Slope AVA as something of an island geographically, surrounded on all sides by very different lands.

  “North of the AVA are generally flat lands of the Quincy Valley with soils on shifting dune sands. To the east and south of the AVA, the landscape falls away into the harsh, basalt bedrock-dominated cliffs of Crab Creek Coulee gouged out by Missoula Floods, and on the west, the bedrock cliffs fall away steeply to the Columbia River.”

  Overall, this AVA has an average elevation of 1,300 feet, compared to the Wahluke Slope AVA, about 15 miles to the south, which has an elevation of about 600 feet. In the Royal Slope AVA, the 10-year average heat units, or growing degree days, is 2,900, whereas the average heat units of the three hottest AVAs in eastern Washington is over 3,300.

  The difference in elevation allows for slightly cooler growing conditions, which, in turn, produces wines somewhat more refined than those grown in the hottest areas of the state.

  The first grapes were not planted in Royal Oak until 1983 when federal irrigation water first be-came available to farm these soils. From the first 40 acre vineyard in 1998, the AVA has grown to more than 1,900 acres of wine grapes in 2020.

Producing Award Winning Wines Within the Royal Slope AVA

  Within the Royal Slope AVA, one can find more than 20 varieties of wine, including Cabernet Sauvignon, Syrah and Chardonnay. Pinot Noir grapes have been planted more recently and ap-pear to have potential in certain locations. Some of the AVA’s vineyards, such as Stillwater Creek, Stoneridge and Lawrence, have become nationally and internationally known.

  Despite the hyper-fast growth of vineyard acreage, the Royal Slope area is not growing anonymous grapes for bulk wines. In fact, the opposite is true: References to wines from Royal Slope grapes are commonly associated with scores as high as 100 points by national and international wine publications such as Wine Spectator, Wine Enthusiast, Robert Parker and Vinous.

Josh Lawrence, owner of Lawrence Vineyards, points to the value in designating some of his vineyards as part of the Royal Slope AVA. “We’re one of the northernmost red producers in the state, as well as being known as a great food and wine pairing location.”

  The higher elevations lead to the production of more structured and pronounced reds and rosés. Also, white wine production has been on the rise within the AVA, with the high elevations re-sulting in a more angular feel to their white wine grapes.

Establishing the Candy Mountain AVA

  On September 25, 2020, the TTB also published the final rule for the Candy Mountain American Viticultural Area, thus making this 815 acre AVA the Washington State’s 16th AVA and the smallest AVA in the state. This AVA, southeast of Red Mountain, lies within the Yakima Valley AVA and the larger Columbia Valley AVA. To fully encompass the Candy Mountain AVA, the TTB expanded the existing Yakima Valley AVA boundary by 72 acres.

  Kevin Pogue, Ph.D., Professor of Geology at Whitman College, who wrote the AVA petition for Candy Mountain, offers a summary of the AVA. “Candy Mountain is distinct from the surrounding lowlands that are also within the Columbia Valley and Yakima Valley AVAs. It has a longer growing season due to very good cold air drainage, and its south-facing slopes allow the soils to warm more quickly and to higher temperatures. It also has higher average wind speeds and shal-lower soils, particularly on the upper slopes, than the surrounding lowlands. The soils, especially on the upper slopes, are composed of wind deposited silt and sand that overlies silt, sand and gravel deposited by ice age floods on the lower slopes of the mountain, and basalt bedrock on the upper slope. These factors, many of which are shared with the nearby Red Mountain AVA, can contribute to grapes that are riper and more stressed, which can produce lower yields of smaller berries with thicker skins, producing full-bodied, robust wines.”

  Currently, 110 acres of vineyards grow in Candy Mountain, almost all red varieties. Seth Kitzke of Kitzke Family Vineyards points to the unique attributes of this AVA. “Candy Mountain is distinctive, having a lot of deposited old granite in the soils and then your fractured basalt in places. It is one of the warmer AVAs that brings a big fruit profile to the wines that we love.”

  While winemakers Lawrence and Kitzke feel the Columbia AVA is known for producing quality wine, both believe that diversification within the Columbia Valley AVA is needed to show why their respective AVAs shine. In Kitzke’s estimation, having both Royal Slope and Candy Moun-tain designated as separate AVAs provides an opportunity to educate consumers about why their wines taste the way they do.

  “As a connoisseur or professional in the business, you want to be able to associate distinctive wine profiles with a place. Without AVAs in place, it makes this tough,” he said.

  Lawrence concurs, “A consumer can’t just buy a Columbia Valley AVA wine and expect this bottle to have similar characteristics to other vines from the region because of the massive area of the Columbia Valley. Hence, having smaller AVAs is very valuable for both the consumer and us.”

How Vineyard Management Adapted to the COVID-19 Pandemic

staff roaming around the vineyard

By: Judit Monis, Ph.D.

 I attended an interesting session at the 2021 Unified and Wine Symposium.  As most of the meetings and seminars during the COVID pandemic, all sessions were held virtually.  We learned from three different vineyard professionals:  Sadie Drury (North Slope Management, Washington), Tony Bugica (Atlas Vineyard Management, Mendocino, Napa, and Sonoma, California) and Craig Ledbetter (Vino Farms, Lodi, and California Central Coast).  The presentations focused on the changes viticulturists and their crews had to implement in their vineyards and offices to adapt to the requirements of physical distancing, isolation, and quarantine during the COVID 19 pandemic.

  On March 11 last year, the World Health Organization declared the outbreak of SarsCoV-2 (the virus that causes of COVID-19) a pandemic.  At the time I was In Argentina and had to cancel most of my vineyard visits to return home on the last available flight.  Since then, most of my work has been done using Zoom, email, and phone calls.  In this article I describe how vineyard personnel, who do not have the luxury to work from home, managed their field work during the pandemic.

  Lise Asimont (the session moderator) opened the session reminding everyone that 2020 was a challenging year for vineyard operations due to labor shortages, global pandemic, and wildfires (especially throughout the United States West Coast).  In her words “this session is about making lemonade out of lemons”.  The speakers were chosen to represent growers in different viticulture regions in the Western United States to discuss how vineyard operations and labor practices adapted to the COVID 19 Pandemic.  It is expected that the information presented on the contingency planning of these professionals made will help others cope in the future.

Changes Implemented Due to the Pandemic Common to all Speakers

  Everyone concurred that the most important issue was to keep all employees safe (people first attitude). Right away internal management discussed safety and well-being of teams.  Physical distancing and mask wearing was immediately made mandatory.  Keeping employees six feet apart in the vineyard is not a difficult task, as crews can work every other planted row.  When maintaining physical distance, the workers were allowed to take their masks off which made their work easier (especially in hot days or for workers who wear glasses).  There was a large investment in cleaning, disinfecting supplies, and bottled water. 

  There was an increase of communication and frequent meetings to update and train employees on COVID 19 symptoms, how SarsCoV-2 spreads, local resources, company rules, community outreach, etc. Because of the influx of information, it was important to stop misinformation from the media.  Training included: the need for increased sanitation frequency, hand hygiene, use of sanitizer, avoiding touching each other (shaking hands, hugging, etc.) Van and food sharing was immediately stopped.  Equipment and properties were assigned to specific operators providing greater comfort on sanitation.  Affiliating a crew with a property and equipment allowed them to develop a complete understanding of the safety processes and expectations.  At the same time the amount of contact needed was reduced. Family units constituted a work group as people who live together do not present an increased transmission risk while working together

Lessons Learned from Individual Speakers

  Sadie Drury’s management purchased thermometers for each employee to perform self-temperature monitoring.   Because her company employs people living in two different states (Oregon and Washington), there was a need to be aware of health directives from both states and communicate this accordingly.  The management planned on secondary pandemic challenges, such as potential reduced labor. To circumvent this, there was a focus on cross training and determine how to reduce labor.  One strategy was to adopt a crawling canopy in the vineyard.  Therefore, shoot thinning or leaf pulling were not performed.  The strategy paid off yielding good quality fruit while utilizing a reduced number of field workers.   This allowed the company to sell the produce at a discounted price.  What made the company successful was the flexibility, change of farming practices, managing people, and communication.    With the challenge of new COVID variants there is still uncertainty and It is expected that the changes adopted by this vineyard management will continue through 2021 and beyond. 

  Tony Bugica was quick to apply his knowledge on medical procedure as his background includes pre-med and EMT training.  These skills became helpful during the pandemic.   Atlas Vineyard Management (Atlas) operations were decentralized and immediately eliminated in person meetings. Whoever could work from home did so. There was no knowledge on the use of masks and face shields but it was applied to the everyday farming activities.  Atlas developed training programs that were rolled out to the personnel to promotes a sense of community and teamwork.  Future training in larger formats include employees in their own cars like a drive-in movie.   Communication has always been a challenge for the business and the pandemic forced the staff to be out of their comfort zone of relying on in-person meetings.  Tony mentioned that he was vaccinated as he is a member of the board of “La Familia Sana”.   La Familia Sana, a grassroots organization in Northern Sonoma County with the mission of providing health and wellness through education, direct support and advocacy to Latinx and Indigenous communities.

  This group has been providing education to farmworkers about COVID prevention, vaccine safety, and how and where to get the immunized.  The plan is to develop a brochure to encourage workers to become vaccinated against the COVID virus.  Atlas hopes to organize on site group vaccinations for workers willing to get immunized.  The response to illness in the pandemic has helped the company to slow down and get away from the workaholic mentality.  They have learned that pushing people to come to work when not feeling well can spread disease.  In his words “workaholics transmit disease”. The year 2021 will bring a new way of working, for example:  meeting in trucks rather than in the office.  Fires and Pandemic have made everyone closer and stronger, more efficient, personally and in business.

  According to Tony Bugica, safety is important, no grape is worth a person’s life, so the workers were asked to slow down or even stop when there was any risk.

  Craig Ledbetter stressed that agriculture is not a one size fits all.  Communication was number one key to successful implementation of the company’s plan.  Clearly, field operations are very different from office operations.  Changes had to be implemented from day one.  They determined who could or could not work outside of the office.  The company has many individual offices.  People who had to stay in their offices could keep their windows open.  In addition, the company invested un ventilation upgrades to make sure that the air was sucked in and out and not into some other office.  Further, the contact with vendors and employees was minimized. 

  Vino Farms had to deal with positive cases, their human resources director was an absolute rock star throughout the entire process. From the start of the pandemic that the State of California appeared not to be equipped to handle contact tracing.  Vino Farms did the best they could to implement their own contact tracing. There were several positive cases but only 25% of the employees that tested positive for the virus were contacted by the state but their HR director did.  The HR staff worked around the clock, seven days a week to make sure that the employees were kept safe and informed.

  The 2020-21 season has been a difficult period of time with statewide fires, there were missed days of work especially on the Paso Robles area.  The company did their best with a reduced crew by limiting hand picking.  Some changes that were implemented will continue. The 2020 year was one of the worst years for viticulture, besides COVID, fires were a huge issue, and fruit was rejected due to smoke taint. It is Craig Ledbetter’s hope (and all of ours) that 2021 will be a recovery year.

Conclusions

  Many of you may wonder why a plant pathologist is writing about the modifications that vineyard managers needed to implement during the COVID 19 pandemic.  Firstly, I am a pathologist and have specialized in viral and other pathogen infection in plants.  Also, I have followed the pandemic with great interest, learning about viral transmission, vaccines, and ways to mitigate the disease.  For many years I have preached growers on the use of different activities to mitigate plant disease.  Most of the time, I have been told that these methods (testing prior to planting, entering clean fields prior to working in infected ones, change of workers clothing to avoid movement of mealybugs, etc.)  are expensive and labor intensive.  We heard from the speakers that “workaholics transmit disease” and that they have been compassionate and asked their workers to “slow down”.  Therefore, I think that my message to vineyard managers and nursery personnel will probably be heard and applied now that we have all gone through this pandemic together.  So, I close this article, wishing health to all vineyard workers, their families, and grapevine plantings.

Judit Monis, Ph.D. is a California-based plant health consultant, provides specialized services to help growers, vineyard managers, and nursery personnel avoid the propagation and transmission of disease caused by bacteria, fungi, and viruses in their vineyard blocks.   Judit is fluent in Spanish and is available to consult in other important wine grape growing regions of the word.   Due to COVID 19 Pandemic, Judit is available to perform virtual vineyard visits.  Please visit juditmonis.com for information or contact juditmonis@yahoo.com to request a consulting session.