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Sustainable Viticulture Practices Introduction
Click here for a pdf version of the following information.
Business planning, finances, and management are key components of a sustainable business model. The development of a business plan includes defining mission and goal statements, market research and strategies, management strategies, and economic forecasting and planning. Even an established business can benefit from the process of updating its business plan. Financial and management considerations include business loans, crop insurance, and regulatory compliance. While the planning and management of a viable business can seem overwhelming, there are many resources to guide entrepreneurs through the economic decision-making processes:
Small Business Resources
- Two guides for wine business plans are available from Dr. Gerald White of Cornell University linked at wine.appstate.edu: Writing a Business Plan, A Guide for Small Premium Wineries, and An Example for a Small Premium Winery.
- The SCORE network, a nonprofit association of retired entrepreneurs dedicated to helping small businesses start, grow, and succeed nationwide, also provides business planning templates online. Local chapters provide free business mentoring.
- NC State University's Agricultural and Resource Economics program has developed Crop Budgets for muscadine grapes.
- The Washington Vinewise program provides detailed checklists to guide vineyard managers through business planning and financial decision-making.
- Licensing and Permits: see the North Carolina ABC board's page on permits.
- The NC Department of Commerce's Business Link NC is a comprehensive business development resource for North Carolina businesses including wineries. Check out their website or see this Overview of Business Financing Resources presented by Business Link NC Manager Briles Johnson at ASU's Wine Business workshop held in May 2011.
- The CAN Capital Access Network is one such business financing resource.
- The Small Business Center Network is a community-based provider of training, counseling, and resource information comprised of 58 Small Business Centers throughout NC.
- Small Business & Technology Development Center offers training and education for business startups with local offices connected to the state’s public universities.
Organic and sustainable agriculture systems focus on identifying natural (as opposed to synthetic) methods of pest and disease prevention and control, as well as natural sources of plant nutrition. Agricultural decisions to pursue sustainable viticulture begin as early as vineyard establishment and varietal choice. Annual attention is then paid to soil health and water stewardship, pest and disease management, observation and education, and encouraging biodiversity in the vineyard.
Vineyard Establishment: Grower suggestions
Pat Colwell, Carolina Heritage, Elkin, NC
Sites to best address these challenges (humidity and inconsistent weather year-to-year)
Ed Boyce, Black Ankle Vineyards, Mount Airy, MD
Ed adds: “I believe Sustainability is more important for the Eastern US than any other wine growing region. Most of the work needed to achieve higher quality grapes also makes it possible to be more sustainable in the vineyard. Knowledge (along with wind and sun) are your best tools.”
Planning, including appropriate site and varietal selection, contributes greatly to reducing disease and pest pressures.
Considerations for site location and preparation include:
- Check for hardpan layer in soil before planting.
- Soil testing for pH, mineral content, and potential biological problems will allow you to make amendments to soil before vines are placed.
- Landscape’s aspect, altitude, and potential frost pockets
- Soil drainage
- Wind and sun exposure
- Plant only disease-free material
Grape varietals differ substantially in their resistance to certain diseases and climate conditions. Muscadine grapes, which are native to North America, are grown widely in warmer areas of the North Carolina, but few of these varietals will survive the cooler temperatures of Western NC. European varietals are not grown commercially in warmer regions due to the risk of Pierce’s Disease (PD), which is fatal to grapes. For more on the disease see the Texas PD Research and Education Program, and California’s PD Control Program.
Popular muscadine cultivars grown in North Carolina include Carlos, Noble, Doreen, and Magnolia. Find out more about growing muscadine grapes at NC State’s Muscadine Grapes page.
French-American hybrid grapes are bred to be more disease tolerant than European varietals. Newer cultivars have also been bred to reduce some of the “foxy” flavors often attributed to hybrid grapes and have good commercial potential.
Popular hybrids grown in North Carolina and other East Coast viticultural areas include Seyval blanc, Traminette, and Vidal blanc (whites), as well as Frontenac, Chardonel, and Chambourcin (reds). For more on hybrids see “Interspecific Hybrid (French-American) Wine Grapes” by Eric Stafne of Mississippi State University via the eXtension online network for the Cooperative Extension Service, or Cornell’s extensive research on disease and cold tolerances in wine grape varietals.
Although muscadine and hybrid grapes are more disease resistant than European varieties, vineyards across the East Coast have shown that vinifera can be grown successfully with sustainable practices in regions previously considered too challenging. Successful brands such as McRitchie Winery and Ciderworks (NC), Black Ankle Vineyards (MD), Red Tail Ridge (NY), and Shinn Estates Vineyards (NY) have shown that a range of sustainable agricultural practices are viable for vinifera grapes in the east.
For more information on cold hardiness and disease resistance of hybrid varietals, see Cornell’s “Relative susceptibility of wine and juice grape varieties to low temperature injury, disease, and leaf damage resulting from sulfur applications.”
Soil Health and Water Stewardship
Natural soil amendments such as compost provide bio-accessible nutrients and can improve soil structure, allowing for both improved water drainage and retention in the vineyard. Increasing organic matter also feeds the microbial organisms that are vital to the healthy functioning of nutrients and balance of disease and pest levels in the soil. These amendments can often be prepared on site. For practical information on composting see the article “Compost Use in Vineyards,” by Fritz Westover of Texas AgriLife Extension provided by the eXtension network; for details on the myriad of life that supports soil health, see the “The Living Soil” descriptions posted by Soil Food Web Oregon and Dr. Elaine Ingham.
A well-chosen cover crop can reduce the pollution of waterways by soil erosion, contribute to increased organic matter and structure in soil, compete with weeds, and encourage biodiversity. In order to reduce soil erosion and runoff, many growers utilize cover crops between-row and under-vine and avoid herbicides when possible. Resources on cover crops include Cover Cropping in Vineyards from the University of California, or Overview of Cover Crops and Green Manures from the National Sustainable Agriculture Information Service.
Choosing a Cover Crop and Management System
Criteria that should be considered when choosing cover crop species and a management system for a particular site include:
McGourty and Ingles, Cover Cropping in Vineyards: A Grower’s Handbook, 44
Pest and Disease Management
Efficient management or exclusion of synthetic inputs including pesticides, herbicides, and fertilizers is the foundation of most sustainable viticulture programs. This entails introducing Integrated Pest Management (IPM) into your practices with frequent vineyard monitoring (e.g. weekly) of pest activity. In addition to limiting ecological harm from synthetics, the reduction of broad-based pesticides can encourage beneficial predators. Cultural techniques such as canopy management to encourage adequate airflow, cane pruning, and removing old wood from the vineyard can help reduce disease pressure.
Extension professionals can help with pest identification if you run into something you don’t recognize. Diseased plant material and often a high-quality a digital picture can be sent to the NC State plant pathology clinic for evaluation.
Resources for Pest and Disease Management include:
- NC Small Fruit and Specialty Crop IPM blog. Entomologist Dr. Hannah Burrack’s informative blog on managing insects in commercial small fruits production.
- Cornell’s IPM for grapes guide
- Ohio State University’s “Organic Small Fruit Disease Management Guidelines” by Mike A. Ellis and Mizuho Nita
- For a practical example, see our website for an “average year” spray schedule from Black Ankle
Whole Farm Ecosystems Management
Beneficial organisms from microbes to mammals can help control vineyard pests. Parasite, predators, and competitor species can mitigate pest populations when given sufficient habitat and not threatened by broad-spectrum insecticides or other hazardous inputs.
- Encourage biodiversity by removing broad-spectrum insecticide and herbicide use.
- Provide habitats for beneficial organisms: this can be as simple as introducing cover crops between rows or as involved as installing blue bird and owl boxes or introducing beneficial nematodes to the soil. A study published in 2001 found that fewer leafhoppers and thrips were found (as well as higher density of predatory insects) in vineyard rows within 20 to 30 meters of a wildflower corridor composed of flowering plant species which cut across the vineyard connected to a surrounding riparian habitat (Nicholls et al 2001).
- Crop diversity and rotation, achieved in the vineyard through cover cropping between rows.
- Use of Integrated Pest Management.
- Improving operating efficiency through the use of appropriate sprayers/attachments will limit over-application, waste, and reduce fuel usage. Consider using biodiesel when / where applicable. Black Ankle Vineyard of Maryland, for example, powers their tractors with biodiesel.
Observation and Education
Knowledge and observation of the disease and pest challenges in your vineyard allows you to promptly address challenges in the vineyard, avoiding unnecessary sprays. Regular scouting to locate and track disease/pest occurrences in the vineyard, and monitoring their development (increase, peak, decrease) in relation to the economic threshold for treatment are key to managing a thriving organic/sustainable system.
Maintaining a business’ sustainability in regards to the people and community who interact with it involves careful thought and action in employment practices, human resources, employee training, and consideration of neighboring property owners. Social equity in employment and human resources encourages consistency and engagement in your workforce. Many businesses also become actively involved in the local community. The establishment of AVAs are an example within the wine community of group engagement that benefits all the participants.
Grower Example: Benjamin Vineyards & Winery, Saxapahaw, NC
Social Equity: At Benjamin Vineyards, we believe in giving back to the community. Nancy is on the board of directors of the Chapel Hill-Carrboro Public School Foundation and is on the Board of Directors of the Haw River Assembly. She serves as the secretary for the Carrboro Farmers' Market Board of Directors. Andy is past-President of the Hawbridge School Board, a Saxapahaw environmental charter school and serves on the Board of Directors of the Durham and Pittsboro Farmers ' Market. We allow local non-profit charitable organizations use of our facilities for fundraising and contribute a percentage of our gross revenues to local charities.
- Have a system in place to address employee conflict and concerns.
- Making sure employees are properly trained to do their jobs safely.
- Reduction of pesticide and herbicide use improves quality of life of vineyard employees and the marketability of grapes.
- Providing adequate water and shade to vineyard employees.
- Making community associations and contributing to local events can lead to mutually beneficial relationships down the road.
- Maintaining open communication with vineyard neighbors to prevent or address complaints regarding sprays, noise, etc.
Carolina Heritage Vineyard and Winery, Elkin, NC
The Colwells of Carolina Heritage Vineyard and Winery in Elkin, North Carolina, maximize their grapes’ potential by selecting a site with ideal soil, sun, and air characteristics. They chose to pursue naturally disease and pest resistant hybrid and native grape varieties. Their winery is also one of the first in North Carolina to utilize a solar power system.
Benjamin Vineyards and Winery, Saxapahaw, NC
Sustainable economics, environment, and community engagement are all integrated into winemaking for Andy Zeman and Benjamin Vineyards. From composting vineyard wastes to participating in the local Chamber of Commerce, the winery shows a commitment to environmental stewardship, social equity, and economic viability.
Black Ankle Vineyards, Mount Airy, MD
Black Ankle owners Ed Boyce and Sarah O'Herron paid great attention to site selection before planting their vineyard. Setting the vineyard in a soil type, altitude, and location with appropriate sun exposure and air circulation has given them a great advantage in improving their vines’ resistance to pests and disease pressure, thereby reducing dependence on synthetic inputs.
Shinn Estates Vineyards, Long Island, NY
Despite the often-cited misconception that vitis vinifera cannot be grown organically on Long Island due to humidity and disease pressure, Barbara Shinn and David Page of Shinn Estates continue to make quality wines from their grapes grown only with natural inputs.
In the Shinn vineyard, various species of cover crops planted between rows year round build and protect the soil and encourage biodiversity. Compost, compost tea, and other natural amendments provide nutrients to soil and vines. Much of the compost and compost teas are created on-site. Frequent scouting and thorough vineyard monitoring allows Shinn to stay one step ahead of disease and pest pressures.