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VIRGINIA DEPARTMENT OF AGRICULTURE amp CONSUMER SERVICESREQUEST FOR SEALED PROPOSALS (RFP)
Issue Date November 20 2013 RFP 301-14-038
Title Virginia Wine Board Grant Proposals
Commodity Code 92600
Issuing Agency Commonwealth of VirginiaVirginia Department of Agriculture and Consumer ServicesProcurement Office102 Governor Street Rm 240 Richmond VA 23219
Period of Contract April 1 2014 OR July 1 2014 through June 30 2015
Sealed proposals will be received until 200 pm local prevailing time on February 11 2014 for furnishing the services described herein
All inquiries for information should be directed to Betty M Lowther CPM VCO Director of Procurement and Support Services by calling (804) 225-3798 faxing to (804) 371-8372 or e-mailing to bettylowthervdacsvirginiagov
MAIL OR HAND-DELIVER PROPOSALS TO THE ISSUING AGENCY AT THE ADDRESS SHOWN ABOVE LATE OR UNSEALED PROPOSALS WILL NOT BE ACCEPTED OR CONSIDERED ELECTRONIC PROPOSALS ARE NOT ALLOWED AND CANNOT BE ACCEPTED
In compliance with this Request For Proposals and all conditions imposed in this RFP the undersigned firm hereby offers and agrees to furnish all goods and services in accordance with the attached signed proposal or as mutually agreed upon by subsequent negotiation and the undersigned firm hereby certifies that all information provided below and in any schedule attached hereto is true correct and complete
Name And Address Of Firm______________________________________ Date ___________________________________
______________________________________ By ___________________________________(Signature in Ink)
______________________________________ Name ___________________________________(Please Print)
______________________Zip Code________ Title _____________________________
E-mail_________________________________ Phone (____)_____________________________
eVA Vendor ID or DUNS ________________ Fax (____)________________________________
Note This public body does not discriminate against faith-based organizations in accordance with the Code of Virginia sect 22-43431 or against a Bidder or Offeror because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment
RETURN ALL PAGES ALONG WITH YOUR ORIGINAL PROPOSAL
Page 1 of 49
VIRGINIA DEPARTMENT OF AGRICULTURE amp CONSUMER SERVICESTABLE OF CONTENTS
RFP 301-14-038
PAGE
I PURPOSE 3
II BACKGROUND 3
III STATEMENT OF NEEDS 3
IV PROPOSAL PREPARATION AND SUBMISSION INSTRUCTIONS 5
V EVALUATION CRITERIA 8
VI GENERAL TERMS AND CONDITIONS 8
VII SPECIAL TERMS AND CONDITIONS 16
VIII METHOD OF PAYMENT 20
IX PRICING SCHEDULE 21
ATTACHMENTS
Attachment A Vision 2015 22Attachment B Beyond Vision 2015 A Blueprint for Virginia Wine 28Attachment C Research and Education Priorities 39Attachment D State Corporation Commission Form 43Attachment E Sample Budget Justification 44Attachment F Offeror Information Sheet 46Attachment G Sample Project Financial Report 47
Page 2 of 49
I PURPOSE
The purpose of this Request for Proposals (RFP) is to solicit sealed proposals to establish a contract with various Contractors through competitive negotiations for projects to be funded by the Virginia Wine Board (VWB) for the fiscal year ending June 30 2015 for the Virginia Department of Agriculture and Consumer Services (VDACS) an agency of the Commonwealth of Virginia Contracts will begin July 1 2014 however some may begin on April 1 2014 if requested and approved and if money is still available from the current fiscal year If you are requesting an April 1 2014 contract start date you must break out the amount of funds to be expended between April 1 2014 and June 30 2014
II BACKGROUND
The law establishing the VWB during the 2004 session of the Virginia General Assembly provided that funds be made available to encourage the increased productivity of all phases of grape and wine production in Virginia and to provide for continuing orderly growth by sponsoring and encouraging research and education of Virginia wine wine grapes and other fruit used in the production of wine
The VWB will support efforts that address
Vision 2015 (Attachment A) Improved efficiency and profitability Product and process development and improvement or Quality assurances to create a sound foundation for future growth of the wine grape industry
Proposals that meet the needs of the strategic objectives in ldquoBeyond Vision 2015 A Blueprint for Virginia Winerdquo (Attachment B) and Research and Education Priorities (Attachment C) are requested
The VWB has enhanced its emphasis on technology transfer and extension education to facilitate rapid adoption of new knowledge practices and technology by grape producers Examples of such projects are the development and delivery of a series of regional workshops on critical topics development of a website or major print andor electronic publications development of curriculum and courses for distance education or other new projects that disseminate knowledge of viticulture and enology and encourage adoption of new knowledge practices or technology To encourage increased adoption by producers 1) All applied research projects must contain a budgeted technology transfer component and 2) A separate category for technology transfer has been created to encourage and support proposals specifically designed to address educational needs
III STATEMENT OF NEEDS
Page 3 of 49
VDACS is seeking proposals from qualified public and private entities or individuals (or joint ventures of the two) seeking funds to sponsor projects which will encourage the increase productivity of all phases of grape and wine production in Virginia or encourage research and education of Virginia wine wine grapes or other fruit used in the production of wine
Offerors must demonstrate a proven ability to carry out all elements of the proposed project Those Offerors proposing to rely upon the expertise of another individual or organization to undertake any part of the project must clearly define the responsibilities of that party as well as provide evidence of willingness and demonstrated ability to undertake that area of responsibility
An updated list of research and education priorities for Virginia is shown in Attachment C The National Grape and Wine Initiative (NGWI) is a nationwide coalition representing grape growers processors wineries and representatives of academic institutions and cooperative extension organizations committed to improving our industry The vision of NGWI is to greatly increase the economic impact of the US grape and wine industry by assuring outcome based funding to deliver innovative prioritized collaborative research technology development extension and education The VWB also looks to NGWI for direction on national issues and research priorities If applicable please state how your proposal addresses the research priorities identified by the NGWI The priorities can be found at wwwngwiorg Attached is a copy of the VWB 2008 Research Priorities Questionnaire which was conducted in late 2008 (Attachment C)
Firms that are awarded a contract are responsible for timely submission of the following progress report
PROGRESS REPORT FORMAT
1 Summarize AccomplishmentsBenefits to date Detailed Progress Reports of no more than five pages are required for continuing projects
Project updates are due on the following dates Mid year update - January 30 2015Final Report - July 31 2015
Projects should provide a list of significant outreach activities andor documents delivered to producer audiences If possible provide measured or estimated adoption or other impacts of new knowledge practices or technology
2 Appendix (Please be brief The appendix is not included in the five-page limit)
i Impact Statement Provide 1 ndash 3 sentences describing the impact of the project for incorporation into the VWBrsquos annual report to the legislature
ii Publications List publications and presentations resulting from theresearchextension funded by the VWB
Page 4 of 49
iii Tables and Graphs can be included in the Progress Report if it does not cause the report to exceed five pages Additional tables and graphs may be submitted as an appendix to the Progress Report If this is done add the following statement at the end of the Progress Report Detailed data may be obtained by contacting
David A Robishaw JrVDACS900 Natural Resources Drive Suite 300Charlottesville VA 22903Phone (434) 984-0573Email davidrobishawvdacsvirginiagov
Travel - Contractor is responsible for ensuring all travel to be reimbursed is authorized and conforms to the statersquos travel regulations
IV PROPOSAL PREPARATION AND SUBMISSION REQUIREMENTS
A General Requirements
1 RFP Response In order to be considered for selection Offerors must submit a complete response to this RFP One (1) original so marked and two (2) copies so marked of each proposal must be submitted to the VDACS Procurement Officemdashalong with an electronic copy in Word format on a CD or encrypted flash drive The Offerorrsquos name and project title must be prominently displayed on the face of the proposal No other distribution of this proposal shall be made by the Offeror
2 Proposal Preparation
a Proposals must be signed by an authorized representative of the Offeror All information must be submitted Failure to submit all information requested may result in VDACS requiring prompt submission of any missing information andor giving a lowered evaluation of the proposal Mandatory requirements are those required by law or regulation or are such that they cannot be waived and are not subject to negotiation
b Proposals should be prepared simply and economically providing a straightforward and concise description of the Offerorrsquos capabilities to satisfy the requirements of the RFPmdashfollowing the format outlined in IVB Emphasis should be on completeness and clarity of the proposalrsquos content Tabs 3 ndash 6 should be no longer than five pages The minimum font size for Tabs 2 ndash 6 is 11 point minimum margins 075 inches
Page 5 of 49
c Ownership of all data documentation and materials originated and prepared for the Commonwealth of Virginia pursuant to this RFP shall belong exclusively to the Commonwealth of Virginia and shall be subject to public inspection in accordance with the Virginia Freedom of Information Act Trade secrets or proprietary information submitted by an Offeror shall not be subject to public inspection under this Act To prevent disclosure however the Offeror must invoke the protection of Section 22-4342F of the Code of Virginia in writing either before or at the time the data or other materials are submitted The written request must specifically identify the data or other materials to be protected and state the reasons why the protection is necessary If the Offeror determines that part or parts of its proposal are trade secrets or proprietary information that is not be to open to public inspection the Offeror must submit an additional copy of its proposal that eliminates such part or parts This copy shall be identified with the words ldquoREDACTED COPYrdquo prominently displayed on the cover
3 Oral Presentations Offerors who submit a written proposal in response to this solicitation may be required to give an oral presentation VDACS if it elects to hear oral presentations will do so based on recommendations from the Evaluation Committee Oral presentations may not include any information not already included in the written proposal Since oral presentations are at the option of VDACS written proposals must be complete VDACS will schedule the time and place for the oral presentations and selected Offerors will be contacted accordingly
B Specific Requirements
Proposals should be as thorough and detailed as possible so that VDACS can properly evaluate the Offerorrsquos capabilities to provide appropriate services Offerors are required to submit the following items with their complete proposal in the order and tabbed as listed below
Tab 1 This entire RFP including the Cover Sheet signed and filled out as required in the original copy only A copy of the RFP is not to be included in any of the additional two (2) copies provided
Tab 2 Completed Offeror Information sheet (ATTACHMENT F)
Tab 3 a Title of Project ndash Indicate in bold type ldquoNew Projectrdquo or ldquoContinuing Projectrdquo
b Investigators cooperators and their affiliations and contacts including phone amp fax numbers and e-mails Indicate percentage time commitment
Page 6 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
VIRGINIA DEPARTMENT OF AGRICULTURE amp CONSUMER SERVICESTABLE OF CONTENTS
RFP 301-14-038
PAGE
I PURPOSE 3
II BACKGROUND 3
III STATEMENT OF NEEDS 3
IV PROPOSAL PREPARATION AND SUBMISSION INSTRUCTIONS 5
V EVALUATION CRITERIA 8
VI GENERAL TERMS AND CONDITIONS 8
VII SPECIAL TERMS AND CONDITIONS 16
VIII METHOD OF PAYMENT 20
IX PRICING SCHEDULE 21
ATTACHMENTS
Attachment A Vision 2015 22Attachment B Beyond Vision 2015 A Blueprint for Virginia Wine 28Attachment C Research and Education Priorities 39Attachment D State Corporation Commission Form 43Attachment E Sample Budget Justification 44Attachment F Offeror Information Sheet 46Attachment G Sample Project Financial Report 47
Page 2 of 49
I PURPOSE
The purpose of this Request for Proposals (RFP) is to solicit sealed proposals to establish a contract with various Contractors through competitive negotiations for projects to be funded by the Virginia Wine Board (VWB) for the fiscal year ending June 30 2015 for the Virginia Department of Agriculture and Consumer Services (VDACS) an agency of the Commonwealth of Virginia Contracts will begin July 1 2014 however some may begin on April 1 2014 if requested and approved and if money is still available from the current fiscal year If you are requesting an April 1 2014 contract start date you must break out the amount of funds to be expended between April 1 2014 and June 30 2014
II BACKGROUND
The law establishing the VWB during the 2004 session of the Virginia General Assembly provided that funds be made available to encourage the increased productivity of all phases of grape and wine production in Virginia and to provide for continuing orderly growth by sponsoring and encouraging research and education of Virginia wine wine grapes and other fruit used in the production of wine
The VWB will support efforts that address
Vision 2015 (Attachment A) Improved efficiency and profitability Product and process development and improvement or Quality assurances to create a sound foundation for future growth of the wine grape industry
Proposals that meet the needs of the strategic objectives in ldquoBeyond Vision 2015 A Blueprint for Virginia Winerdquo (Attachment B) and Research and Education Priorities (Attachment C) are requested
The VWB has enhanced its emphasis on technology transfer and extension education to facilitate rapid adoption of new knowledge practices and technology by grape producers Examples of such projects are the development and delivery of a series of regional workshops on critical topics development of a website or major print andor electronic publications development of curriculum and courses for distance education or other new projects that disseminate knowledge of viticulture and enology and encourage adoption of new knowledge practices or technology To encourage increased adoption by producers 1) All applied research projects must contain a budgeted technology transfer component and 2) A separate category for technology transfer has been created to encourage and support proposals specifically designed to address educational needs
III STATEMENT OF NEEDS
Page 3 of 49
VDACS is seeking proposals from qualified public and private entities or individuals (or joint ventures of the two) seeking funds to sponsor projects which will encourage the increase productivity of all phases of grape and wine production in Virginia or encourage research and education of Virginia wine wine grapes or other fruit used in the production of wine
Offerors must demonstrate a proven ability to carry out all elements of the proposed project Those Offerors proposing to rely upon the expertise of another individual or organization to undertake any part of the project must clearly define the responsibilities of that party as well as provide evidence of willingness and demonstrated ability to undertake that area of responsibility
An updated list of research and education priorities for Virginia is shown in Attachment C The National Grape and Wine Initiative (NGWI) is a nationwide coalition representing grape growers processors wineries and representatives of academic institutions and cooperative extension organizations committed to improving our industry The vision of NGWI is to greatly increase the economic impact of the US grape and wine industry by assuring outcome based funding to deliver innovative prioritized collaborative research technology development extension and education The VWB also looks to NGWI for direction on national issues and research priorities If applicable please state how your proposal addresses the research priorities identified by the NGWI The priorities can be found at wwwngwiorg Attached is a copy of the VWB 2008 Research Priorities Questionnaire which was conducted in late 2008 (Attachment C)
Firms that are awarded a contract are responsible for timely submission of the following progress report
PROGRESS REPORT FORMAT
1 Summarize AccomplishmentsBenefits to date Detailed Progress Reports of no more than five pages are required for continuing projects
Project updates are due on the following dates Mid year update - January 30 2015Final Report - July 31 2015
Projects should provide a list of significant outreach activities andor documents delivered to producer audiences If possible provide measured or estimated adoption or other impacts of new knowledge practices or technology
2 Appendix (Please be brief The appendix is not included in the five-page limit)
i Impact Statement Provide 1 ndash 3 sentences describing the impact of the project for incorporation into the VWBrsquos annual report to the legislature
ii Publications List publications and presentations resulting from theresearchextension funded by the VWB
Page 4 of 49
iii Tables and Graphs can be included in the Progress Report if it does not cause the report to exceed five pages Additional tables and graphs may be submitted as an appendix to the Progress Report If this is done add the following statement at the end of the Progress Report Detailed data may be obtained by contacting
David A Robishaw JrVDACS900 Natural Resources Drive Suite 300Charlottesville VA 22903Phone (434) 984-0573Email davidrobishawvdacsvirginiagov
Travel - Contractor is responsible for ensuring all travel to be reimbursed is authorized and conforms to the statersquos travel regulations
IV PROPOSAL PREPARATION AND SUBMISSION REQUIREMENTS
A General Requirements
1 RFP Response In order to be considered for selection Offerors must submit a complete response to this RFP One (1) original so marked and two (2) copies so marked of each proposal must be submitted to the VDACS Procurement Officemdashalong with an electronic copy in Word format on a CD or encrypted flash drive The Offerorrsquos name and project title must be prominently displayed on the face of the proposal No other distribution of this proposal shall be made by the Offeror
2 Proposal Preparation
a Proposals must be signed by an authorized representative of the Offeror All information must be submitted Failure to submit all information requested may result in VDACS requiring prompt submission of any missing information andor giving a lowered evaluation of the proposal Mandatory requirements are those required by law or regulation or are such that they cannot be waived and are not subject to negotiation
b Proposals should be prepared simply and economically providing a straightforward and concise description of the Offerorrsquos capabilities to satisfy the requirements of the RFPmdashfollowing the format outlined in IVB Emphasis should be on completeness and clarity of the proposalrsquos content Tabs 3 ndash 6 should be no longer than five pages The minimum font size for Tabs 2 ndash 6 is 11 point minimum margins 075 inches
Page 5 of 49
c Ownership of all data documentation and materials originated and prepared for the Commonwealth of Virginia pursuant to this RFP shall belong exclusively to the Commonwealth of Virginia and shall be subject to public inspection in accordance with the Virginia Freedom of Information Act Trade secrets or proprietary information submitted by an Offeror shall not be subject to public inspection under this Act To prevent disclosure however the Offeror must invoke the protection of Section 22-4342F of the Code of Virginia in writing either before or at the time the data or other materials are submitted The written request must specifically identify the data or other materials to be protected and state the reasons why the protection is necessary If the Offeror determines that part or parts of its proposal are trade secrets or proprietary information that is not be to open to public inspection the Offeror must submit an additional copy of its proposal that eliminates such part or parts This copy shall be identified with the words ldquoREDACTED COPYrdquo prominently displayed on the cover
3 Oral Presentations Offerors who submit a written proposal in response to this solicitation may be required to give an oral presentation VDACS if it elects to hear oral presentations will do so based on recommendations from the Evaluation Committee Oral presentations may not include any information not already included in the written proposal Since oral presentations are at the option of VDACS written proposals must be complete VDACS will schedule the time and place for the oral presentations and selected Offerors will be contacted accordingly
B Specific Requirements
Proposals should be as thorough and detailed as possible so that VDACS can properly evaluate the Offerorrsquos capabilities to provide appropriate services Offerors are required to submit the following items with their complete proposal in the order and tabbed as listed below
Tab 1 This entire RFP including the Cover Sheet signed and filled out as required in the original copy only A copy of the RFP is not to be included in any of the additional two (2) copies provided
Tab 2 Completed Offeror Information sheet (ATTACHMENT F)
Tab 3 a Title of Project ndash Indicate in bold type ldquoNew Projectrdquo or ldquoContinuing Projectrdquo
b Investigators cooperators and their affiliations and contacts including phone amp fax numbers and e-mails Indicate percentage time commitment
Page 6 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
I PURPOSE
The purpose of this Request for Proposals (RFP) is to solicit sealed proposals to establish a contract with various Contractors through competitive negotiations for projects to be funded by the Virginia Wine Board (VWB) for the fiscal year ending June 30 2015 for the Virginia Department of Agriculture and Consumer Services (VDACS) an agency of the Commonwealth of Virginia Contracts will begin July 1 2014 however some may begin on April 1 2014 if requested and approved and if money is still available from the current fiscal year If you are requesting an April 1 2014 contract start date you must break out the amount of funds to be expended between April 1 2014 and June 30 2014
II BACKGROUND
The law establishing the VWB during the 2004 session of the Virginia General Assembly provided that funds be made available to encourage the increased productivity of all phases of grape and wine production in Virginia and to provide for continuing orderly growth by sponsoring and encouraging research and education of Virginia wine wine grapes and other fruit used in the production of wine
The VWB will support efforts that address
Vision 2015 (Attachment A) Improved efficiency and profitability Product and process development and improvement or Quality assurances to create a sound foundation for future growth of the wine grape industry
Proposals that meet the needs of the strategic objectives in ldquoBeyond Vision 2015 A Blueprint for Virginia Winerdquo (Attachment B) and Research and Education Priorities (Attachment C) are requested
The VWB has enhanced its emphasis on technology transfer and extension education to facilitate rapid adoption of new knowledge practices and technology by grape producers Examples of such projects are the development and delivery of a series of regional workshops on critical topics development of a website or major print andor electronic publications development of curriculum and courses for distance education or other new projects that disseminate knowledge of viticulture and enology and encourage adoption of new knowledge practices or technology To encourage increased adoption by producers 1) All applied research projects must contain a budgeted technology transfer component and 2) A separate category for technology transfer has been created to encourage and support proposals specifically designed to address educational needs
III STATEMENT OF NEEDS
Page 3 of 49
VDACS is seeking proposals from qualified public and private entities or individuals (or joint ventures of the two) seeking funds to sponsor projects which will encourage the increase productivity of all phases of grape and wine production in Virginia or encourage research and education of Virginia wine wine grapes or other fruit used in the production of wine
Offerors must demonstrate a proven ability to carry out all elements of the proposed project Those Offerors proposing to rely upon the expertise of another individual or organization to undertake any part of the project must clearly define the responsibilities of that party as well as provide evidence of willingness and demonstrated ability to undertake that area of responsibility
An updated list of research and education priorities for Virginia is shown in Attachment C The National Grape and Wine Initiative (NGWI) is a nationwide coalition representing grape growers processors wineries and representatives of academic institutions and cooperative extension organizations committed to improving our industry The vision of NGWI is to greatly increase the economic impact of the US grape and wine industry by assuring outcome based funding to deliver innovative prioritized collaborative research technology development extension and education The VWB also looks to NGWI for direction on national issues and research priorities If applicable please state how your proposal addresses the research priorities identified by the NGWI The priorities can be found at wwwngwiorg Attached is a copy of the VWB 2008 Research Priorities Questionnaire which was conducted in late 2008 (Attachment C)
Firms that are awarded a contract are responsible for timely submission of the following progress report
PROGRESS REPORT FORMAT
1 Summarize AccomplishmentsBenefits to date Detailed Progress Reports of no more than five pages are required for continuing projects
Project updates are due on the following dates Mid year update - January 30 2015Final Report - July 31 2015
Projects should provide a list of significant outreach activities andor documents delivered to producer audiences If possible provide measured or estimated adoption or other impacts of new knowledge practices or technology
2 Appendix (Please be brief The appendix is not included in the five-page limit)
i Impact Statement Provide 1 ndash 3 sentences describing the impact of the project for incorporation into the VWBrsquos annual report to the legislature
ii Publications List publications and presentations resulting from theresearchextension funded by the VWB
Page 4 of 49
iii Tables and Graphs can be included in the Progress Report if it does not cause the report to exceed five pages Additional tables and graphs may be submitted as an appendix to the Progress Report If this is done add the following statement at the end of the Progress Report Detailed data may be obtained by contacting
David A Robishaw JrVDACS900 Natural Resources Drive Suite 300Charlottesville VA 22903Phone (434) 984-0573Email davidrobishawvdacsvirginiagov
Travel - Contractor is responsible for ensuring all travel to be reimbursed is authorized and conforms to the statersquos travel regulations
IV PROPOSAL PREPARATION AND SUBMISSION REQUIREMENTS
A General Requirements
1 RFP Response In order to be considered for selection Offerors must submit a complete response to this RFP One (1) original so marked and two (2) copies so marked of each proposal must be submitted to the VDACS Procurement Officemdashalong with an electronic copy in Word format on a CD or encrypted flash drive The Offerorrsquos name and project title must be prominently displayed on the face of the proposal No other distribution of this proposal shall be made by the Offeror
2 Proposal Preparation
a Proposals must be signed by an authorized representative of the Offeror All information must be submitted Failure to submit all information requested may result in VDACS requiring prompt submission of any missing information andor giving a lowered evaluation of the proposal Mandatory requirements are those required by law or regulation or are such that they cannot be waived and are not subject to negotiation
b Proposals should be prepared simply and economically providing a straightforward and concise description of the Offerorrsquos capabilities to satisfy the requirements of the RFPmdashfollowing the format outlined in IVB Emphasis should be on completeness and clarity of the proposalrsquos content Tabs 3 ndash 6 should be no longer than five pages The minimum font size for Tabs 2 ndash 6 is 11 point minimum margins 075 inches
Page 5 of 49
c Ownership of all data documentation and materials originated and prepared for the Commonwealth of Virginia pursuant to this RFP shall belong exclusively to the Commonwealth of Virginia and shall be subject to public inspection in accordance with the Virginia Freedom of Information Act Trade secrets or proprietary information submitted by an Offeror shall not be subject to public inspection under this Act To prevent disclosure however the Offeror must invoke the protection of Section 22-4342F of the Code of Virginia in writing either before or at the time the data or other materials are submitted The written request must specifically identify the data or other materials to be protected and state the reasons why the protection is necessary If the Offeror determines that part or parts of its proposal are trade secrets or proprietary information that is not be to open to public inspection the Offeror must submit an additional copy of its proposal that eliminates such part or parts This copy shall be identified with the words ldquoREDACTED COPYrdquo prominently displayed on the cover
3 Oral Presentations Offerors who submit a written proposal in response to this solicitation may be required to give an oral presentation VDACS if it elects to hear oral presentations will do so based on recommendations from the Evaluation Committee Oral presentations may not include any information not already included in the written proposal Since oral presentations are at the option of VDACS written proposals must be complete VDACS will schedule the time and place for the oral presentations and selected Offerors will be contacted accordingly
B Specific Requirements
Proposals should be as thorough and detailed as possible so that VDACS can properly evaluate the Offerorrsquos capabilities to provide appropriate services Offerors are required to submit the following items with their complete proposal in the order and tabbed as listed below
Tab 1 This entire RFP including the Cover Sheet signed and filled out as required in the original copy only A copy of the RFP is not to be included in any of the additional two (2) copies provided
Tab 2 Completed Offeror Information sheet (ATTACHMENT F)
Tab 3 a Title of Project ndash Indicate in bold type ldquoNew Projectrdquo or ldquoContinuing Projectrdquo
b Investigators cooperators and their affiliations and contacts including phone amp fax numbers and e-mails Indicate percentage time commitment
Page 6 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
VDACS is seeking proposals from qualified public and private entities or individuals (or joint ventures of the two) seeking funds to sponsor projects which will encourage the increase productivity of all phases of grape and wine production in Virginia or encourage research and education of Virginia wine wine grapes or other fruit used in the production of wine
Offerors must demonstrate a proven ability to carry out all elements of the proposed project Those Offerors proposing to rely upon the expertise of another individual or organization to undertake any part of the project must clearly define the responsibilities of that party as well as provide evidence of willingness and demonstrated ability to undertake that area of responsibility
An updated list of research and education priorities for Virginia is shown in Attachment C The National Grape and Wine Initiative (NGWI) is a nationwide coalition representing grape growers processors wineries and representatives of academic institutions and cooperative extension organizations committed to improving our industry The vision of NGWI is to greatly increase the economic impact of the US grape and wine industry by assuring outcome based funding to deliver innovative prioritized collaborative research technology development extension and education The VWB also looks to NGWI for direction on national issues and research priorities If applicable please state how your proposal addresses the research priorities identified by the NGWI The priorities can be found at wwwngwiorg Attached is a copy of the VWB 2008 Research Priorities Questionnaire which was conducted in late 2008 (Attachment C)
Firms that are awarded a contract are responsible for timely submission of the following progress report
PROGRESS REPORT FORMAT
1 Summarize AccomplishmentsBenefits to date Detailed Progress Reports of no more than five pages are required for continuing projects
Project updates are due on the following dates Mid year update - January 30 2015Final Report - July 31 2015
Projects should provide a list of significant outreach activities andor documents delivered to producer audiences If possible provide measured or estimated adoption or other impacts of new knowledge practices or technology
2 Appendix (Please be brief The appendix is not included in the five-page limit)
i Impact Statement Provide 1 ndash 3 sentences describing the impact of the project for incorporation into the VWBrsquos annual report to the legislature
ii Publications List publications and presentations resulting from theresearchextension funded by the VWB
Page 4 of 49
iii Tables and Graphs can be included in the Progress Report if it does not cause the report to exceed five pages Additional tables and graphs may be submitted as an appendix to the Progress Report If this is done add the following statement at the end of the Progress Report Detailed data may be obtained by contacting
David A Robishaw JrVDACS900 Natural Resources Drive Suite 300Charlottesville VA 22903Phone (434) 984-0573Email davidrobishawvdacsvirginiagov
Travel - Contractor is responsible for ensuring all travel to be reimbursed is authorized and conforms to the statersquos travel regulations
IV PROPOSAL PREPARATION AND SUBMISSION REQUIREMENTS
A General Requirements
1 RFP Response In order to be considered for selection Offerors must submit a complete response to this RFP One (1) original so marked and two (2) copies so marked of each proposal must be submitted to the VDACS Procurement Officemdashalong with an electronic copy in Word format on a CD or encrypted flash drive The Offerorrsquos name and project title must be prominently displayed on the face of the proposal No other distribution of this proposal shall be made by the Offeror
2 Proposal Preparation
a Proposals must be signed by an authorized representative of the Offeror All information must be submitted Failure to submit all information requested may result in VDACS requiring prompt submission of any missing information andor giving a lowered evaluation of the proposal Mandatory requirements are those required by law or regulation or are such that they cannot be waived and are not subject to negotiation
b Proposals should be prepared simply and economically providing a straightforward and concise description of the Offerorrsquos capabilities to satisfy the requirements of the RFPmdashfollowing the format outlined in IVB Emphasis should be on completeness and clarity of the proposalrsquos content Tabs 3 ndash 6 should be no longer than five pages The minimum font size for Tabs 2 ndash 6 is 11 point minimum margins 075 inches
Page 5 of 49
c Ownership of all data documentation and materials originated and prepared for the Commonwealth of Virginia pursuant to this RFP shall belong exclusively to the Commonwealth of Virginia and shall be subject to public inspection in accordance with the Virginia Freedom of Information Act Trade secrets or proprietary information submitted by an Offeror shall not be subject to public inspection under this Act To prevent disclosure however the Offeror must invoke the protection of Section 22-4342F of the Code of Virginia in writing either before or at the time the data or other materials are submitted The written request must specifically identify the data or other materials to be protected and state the reasons why the protection is necessary If the Offeror determines that part or parts of its proposal are trade secrets or proprietary information that is not be to open to public inspection the Offeror must submit an additional copy of its proposal that eliminates such part or parts This copy shall be identified with the words ldquoREDACTED COPYrdquo prominently displayed on the cover
3 Oral Presentations Offerors who submit a written proposal in response to this solicitation may be required to give an oral presentation VDACS if it elects to hear oral presentations will do so based on recommendations from the Evaluation Committee Oral presentations may not include any information not already included in the written proposal Since oral presentations are at the option of VDACS written proposals must be complete VDACS will schedule the time and place for the oral presentations and selected Offerors will be contacted accordingly
B Specific Requirements
Proposals should be as thorough and detailed as possible so that VDACS can properly evaluate the Offerorrsquos capabilities to provide appropriate services Offerors are required to submit the following items with their complete proposal in the order and tabbed as listed below
Tab 1 This entire RFP including the Cover Sheet signed and filled out as required in the original copy only A copy of the RFP is not to be included in any of the additional two (2) copies provided
Tab 2 Completed Offeror Information sheet (ATTACHMENT F)
Tab 3 a Title of Project ndash Indicate in bold type ldquoNew Projectrdquo or ldquoContinuing Projectrdquo
b Investigators cooperators and their affiliations and contacts including phone amp fax numbers and e-mails Indicate percentage time commitment
Page 6 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
iii Tables and Graphs can be included in the Progress Report if it does not cause the report to exceed five pages Additional tables and graphs may be submitted as an appendix to the Progress Report If this is done add the following statement at the end of the Progress Report Detailed data may be obtained by contacting
David A Robishaw JrVDACS900 Natural Resources Drive Suite 300Charlottesville VA 22903Phone (434) 984-0573Email davidrobishawvdacsvirginiagov
Travel - Contractor is responsible for ensuring all travel to be reimbursed is authorized and conforms to the statersquos travel regulations
IV PROPOSAL PREPARATION AND SUBMISSION REQUIREMENTS
A General Requirements
1 RFP Response In order to be considered for selection Offerors must submit a complete response to this RFP One (1) original so marked and two (2) copies so marked of each proposal must be submitted to the VDACS Procurement Officemdashalong with an electronic copy in Word format on a CD or encrypted flash drive The Offerorrsquos name and project title must be prominently displayed on the face of the proposal No other distribution of this proposal shall be made by the Offeror
2 Proposal Preparation
a Proposals must be signed by an authorized representative of the Offeror All information must be submitted Failure to submit all information requested may result in VDACS requiring prompt submission of any missing information andor giving a lowered evaluation of the proposal Mandatory requirements are those required by law or regulation or are such that they cannot be waived and are not subject to negotiation
b Proposals should be prepared simply and economically providing a straightforward and concise description of the Offerorrsquos capabilities to satisfy the requirements of the RFPmdashfollowing the format outlined in IVB Emphasis should be on completeness and clarity of the proposalrsquos content Tabs 3 ndash 6 should be no longer than five pages The minimum font size for Tabs 2 ndash 6 is 11 point minimum margins 075 inches
Page 5 of 49
c Ownership of all data documentation and materials originated and prepared for the Commonwealth of Virginia pursuant to this RFP shall belong exclusively to the Commonwealth of Virginia and shall be subject to public inspection in accordance with the Virginia Freedom of Information Act Trade secrets or proprietary information submitted by an Offeror shall not be subject to public inspection under this Act To prevent disclosure however the Offeror must invoke the protection of Section 22-4342F of the Code of Virginia in writing either before or at the time the data or other materials are submitted The written request must specifically identify the data or other materials to be protected and state the reasons why the protection is necessary If the Offeror determines that part or parts of its proposal are trade secrets or proprietary information that is not be to open to public inspection the Offeror must submit an additional copy of its proposal that eliminates such part or parts This copy shall be identified with the words ldquoREDACTED COPYrdquo prominently displayed on the cover
3 Oral Presentations Offerors who submit a written proposal in response to this solicitation may be required to give an oral presentation VDACS if it elects to hear oral presentations will do so based on recommendations from the Evaluation Committee Oral presentations may not include any information not already included in the written proposal Since oral presentations are at the option of VDACS written proposals must be complete VDACS will schedule the time and place for the oral presentations and selected Offerors will be contacted accordingly
B Specific Requirements
Proposals should be as thorough and detailed as possible so that VDACS can properly evaluate the Offerorrsquos capabilities to provide appropriate services Offerors are required to submit the following items with their complete proposal in the order and tabbed as listed below
Tab 1 This entire RFP including the Cover Sheet signed and filled out as required in the original copy only A copy of the RFP is not to be included in any of the additional two (2) copies provided
Tab 2 Completed Offeror Information sheet (ATTACHMENT F)
Tab 3 a Title of Project ndash Indicate in bold type ldquoNew Projectrdquo or ldquoContinuing Projectrdquo
b Investigators cooperators and their affiliations and contacts including phone amp fax numbers and e-mails Indicate percentage time commitment
Page 6 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
c Ownership of all data documentation and materials originated and prepared for the Commonwealth of Virginia pursuant to this RFP shall belong exclusively to the Commonwealth of Virginia and shall be subject to public inspection in accordance with the Virginia Freedom of Information Act Trade secrets or proprietary information submitted by an Offeror shall not be subject to public inspection under this Act To prevent disclosure however the Offeror must invoke the protection of Section 22-4342F of the Code of Virginia in writing either before or at the time the data or other materials are submitted The written request must specifically identify the data or other materials to be protected and state the reasons why the protection is necessary If the Offeror determines that part or parts of its proposal are trade secrets or proprietary information that is not be to open to public inspection the Offeror must submit an additional copy of its proposal that eliminates such part or parts This copy shall be identified with the words ldquoREDACTED COPYrdquo prominently displayed on the cover
3 Oral Presentations Offerors who submit a written proposal in response to this solicitation may be required to give an oral presentation VDACS if it elects to hear oral presentations will do so based on recommendations from the Evaluation Committee Oral presentations may not include any information not already included in the written proposal Since oral presentations are at the option of VDACS written proposals must be complete VDACS will schedule the time and place for the oral presentations and selected Offerors will be contacted accordingly
B Specific Requirements
Proposals should be as thorough and detailed as possible so that VDACS can properly evaluate the Offerorrsquos capabilities to provide appropriate services Offerors are required to submit the following items with their complete proposal in the order and tabbed as listed below
Tab 1 This entire RFP including the Cover Sheet signed and filled out as required in the original copy only A copy of the RFP is not to be included in any of the additional two (2) copies provided
Tab 2 Completed Offeror Information sheet (ATTACHMENT F)
Tab 3 a Title of Project ndash Indicate in bold type ldquoNew Projectrdquo or ldquoContinuing Projectrdquo
b Investigators cooperators and their affiliations and contacts including phone amp fax numbers and e-mails Indicate percentage time commitment
Page 6 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
for each principal investigator (Please consult with cooperators prior to including their names on this proposal)
c Type of ProjectmdashIndicate ldquoResearchrdquo ldquoEducationrdquo or ldquoExtensionrdquo
Tab 4 a Objectives Express specific aims of the project in clear concise language For renewal proposals restate the objectives included in the original proposal If an objective has been completed it should be so stated in the proposal and written up in the Progress Report along with progress on the objectives that are being continued If an objective is changed or a new objective is undertaken it should be incorporated into a new proposal
b Justification and Importance of Proposed Research Describe any previous work that has been done and the importance of the proposed research to the grape and wine industry
c Experimental Procedures to Accomplish Objective(s) Discuss the experimental procedures you propose to employ Describe experimental methods and plot design data collection etc
d Technology Transfer Plan Outline a plan for broadly communicating research results to a producer audience that encourages the application of new knowledge or technology
e Outcomes and Benefits Expected (economic environmental etc)
f Acknowledgement of your understanding of progress report requirements defined in the Statement of Needs
Tab 5 a Budget (provide details and a brief justification of each item)Salary and wages (list all staff names and percent of time)Fringe Benefits(Requests for funding for graduate students is permissible)Materials and SuppliesEquipmentTravel - All out-of-state travel which is to be reimbursed shall be included in the Offerorrsquos proposal otherwise requests for any such reimbursements may be denied andPublication costNote Request for tuition may be requested provided the Offeror can demonstrate the role the individual would have in fulfilling the requirements of their proposal
THE OFFEROR MUST USE THE FORMAT AS OUTLINED IN
Page 7 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
THE ldquoSAMPLE BUDGET JUSTIFICATION FORMrdquo (Attachment E)
Indirect Costs are not allowable in this program
b If this is a multiple year project complete the followingDate project began (monthyear)_________________________Anticipated years remaining for project___________________Estimated total cost of project___________________________
c If funding is also being sought from other sources to support the proposed project indicate the followingSource_____________________________________________Amount ___________________________________________
Tab 6 For all continuing projects
a Offeror must submit their last progress report in the formatoutlined in the Statement of Needs with their proposal package in order to be eligible for further funding
V EVALUATION CRITERIA
Proposals shall be evaluated by VDACS using the following criteria
A Importance to the Industry based on Beyond 2015 and the VWB survey taken 2008 regarding the importance of research issues (19 points)
B Supports Vision 2015 (19 points)
C Potential to increase profitability andor quality (15 points)
D Likelihood that information will be transferred to the wine industry (10 points)
E Likelihood that information will be used by the wine industry (5 points)
F ExpertiseExperience of researches to accomplish objectives (8 points)
G Appropriately justified budget (9 points)
H Deliverables for research or importance to Strategic Plans for individuals funding (15 points)
VI GENERAL TERMS AND CONDITIONS Page 8 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
A VENDORS MANUAL This solicitation is subject to the provisions of the Commonwealth of Virginia Vendors Manual and any changes or revisions thereto which are hereby incorporated into this contract in their entirety The procedure for filing contractual claims is in section 719 of the Vendors Manual A copy of the manual is normally available for review at the purchasing office and is accessible on the Internet at wwwevavirginiagov under ldquoVendors Manualrdquo on the vendors tab
B APPLICABLE LAWS AND COURTS This solicitation and any resulting contract shall be governed in all respects by the laws of the Commonwealth of Virginia and any litigation with respect thereto shall be brought in the courts of the Commonwealth The agency and the Contractor are encouraged to resolve any issues in controversy arising from the award of the contract or any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia sect 22-4366) ADR procedures are described in Chapter 9 of the Vendors Manual The Contractor shall comply with all applicable federal state and local laws rules and regulations
C ANTI-DISCRIMINATION By submitting their proposals offerors certify to the Commonwealth that they will conform to the provisions of the Federal Civil Rights Act of 1964 as amended as well as the Virginia Fair Employment Contracting Act of 1975 as amended where applicable the Virginians With Disabilities Act the Americans With Disabilities Act and sect 22-4311 of the Virginia Public Procurement Act (VPPA) If the award is made to a faith-based organization the organization shall not discriminate against any recipient of goods services or disbursements made pursuant to the contract on the basis of the recipients religion religious belief refusal to participate in a religious practice or on the basis of race age color gender or national origin and shall be subject to the same rules as other organizations that contract with public bodies to account for the use of the funds provided however if the faith-based organization segregates public funds into separate accounts only the accounts and programs funded with public funds shall be subject to audit by the public bodyIn every contract over $10000 the provisions in 1 and 2 below apply
1 During the performance of this contract the Contractor agrees as follows
a The Contractor will not discriminate against any employee or applicant for employment because of race religion color sex national origin age disability or any other basis prohibited by state law relating to discrimination in employment except where there is a bona fide occupational qualification reasonably necessary to the normal operation of the Contractor The Contractor agrees to post in conspicuous places available to employees and applicants for employment notices setting forth the provisions of this nondiscrimination clause
b The Contractor in all solicitations or advertisements for employees placed by or on behalf of the Contractor will state that such Contractor is an equal opportunity employer
Page 9 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
c Notices advertisements and solicitations placed in accordance with federal law rule or regulation shall be deemed sufficient for the purpose of meeting these requirements
2 The Contractor will include the provisions of 1 above in every subcontract or purchase order over $10000 so that the provisions will be binding upon each subcontractor or vendor
D ETHICS IN PUBLIC CONTRACTING By submitting their proposals offerors certify that their proposals are made without collusion or fraud and that they have not offered or received any kickbacks or inducements from any other offeror supplier manufacturer or subcontractor in connection with their proposal and that they have not conferred on any public employee having official responsibility for this procurement transaction any payment loan subscription advance deposit of money services or anything of more than nominal value present or promised unless consideration of substantially equal or greater value was exchanged
E IMMIGRATION REFORM AND CONTROL ACT OF 1986 By entering into a written contract with the Commonwealth of Virginia the Contractor certifies that the Contractor does not and shall not during the performance of the contract for goods and services in the Commonwealth knowingly employ an unauthorized alien as defined in the federal Immigration Reform and Control Act of 1986
F DEBARMENT STATUS By submitting their proposals Offerors certify that they are not currently debarred by the Commonwealth of Virginia from submitting bids or proposals on contracts for the type of goods andor services covered by this solicitation nor are they an agent of any person or entity that is currently so debarred
G ANTITRUST By entering into a contract the Contractor conveys sells assigns and transfers to the Commonwealth of Virginia all rights title and interest in and to all causes of action it may now have or hereafter acquire under the antitrust laws of the United States and the Commonwealth of Virginia relating to the particular goods or services purchased or acquired by the Commonwealth of Virginia under said contract
H MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS FOR RFPs Failure to submit a proposal on the official state form provided for that purpose may be a cause for rejection of the proposal Modification of or additions to the General Terms and Conditions of the solicitation may be cause for rejection of the proposal however the Commonwealth reserves the right to decide on a case by case basis in its sole discretion whether to reject such a proposal
I CLARIFICATION OF TERMS If any prospective Offeror has questions about the specifications or other solicitation documents the prospective Offeror should contact the
Page 10 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
buyer whose name appears on the face of the solicitation no later than five working days before the due date Any revisions to the solicitation will be made only by addendum issued by the buyer
J PAYMENT1 To Prime Contractora Invoices for items ordered delivered and accepted shall be submitted by the Contractor
directly to the payment address shown on the purchase ordercontract All invoices shall show the state contract number andor purchase order number social security number (for individual Contractors) or the federal employer identification number (for proprietorships partnerships and corporations)
b Any payment terms requiring payment in less than 30 days will be regarded as requiring payment 30 days after invoice or delivery whichever occurs last This shall not affect offers of discounts for payment in less than 30 days however
c All goods or services provided under this contract or purchase order that are to be paid for with public funds shall be billed by the Contractor at the contract price regardless of which public agency is being billed
d The following shall be deemed to be the date of payment the date of postmark in all cases where payment is made by mail or the date of offset when offset proceedings have been instituted as authorized under the Virginia Debt Collection Act
e Unreasonable Charges Under certain emergency procurements and for most time and material purchases final job costs cannot be accurately determined at the time orders are placed In such cases Contractors should be put on notice that final payment in full is contingent on a determination of reasonableness with respect to all invoiced charges Charges which appear to be unreasonable will be researched and challenged and that portion of the invoice held in abeyance until a settlement can be reached Upon determining that invoiced charges are not reasonable the Commonwealth shall promptly notify the Contractor in writing as to those charges which it considers unreasonable and the basis for the determination A Contractor may not institute legal action unless a settlement cannot be reached within thirty (30) days of notification The provisions of this section do not relieve an agency of its prompt payment obligations with respect to those charges which are not in dispute (Code of Virginia sect 22-4363)
2 To Subcontractorsa A Contractor awarded a contract under this solicitation is hereby obligated
(1) To pay the subcontractor(s) within seven (7) days of the Contractorrsquos receipt of payment from the Commonwealth for the proportionate share of the payment received for work performed by the subcontractor(s) under the contract or(2) To notify the agency and the subcontractor(s) in writing of the Contractorrsquos intention to withhold payment and the reason
Page 11 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
b The Contractor is obligated to pay the subcontractor(s) interest at the rate of one percent per month (unless otherwise provided under the terms of the contract) on all amounts owed by the Contractor that remain unpaid seven (7) days following receipt of payment from the Commonwealth except for amounts withheld as stated in (2) above The date of mailing of any payment by U S Mail is deemed to be payment to the addressee
These provisions apply to each sub-tier contractor performing under the primary contract A Contractorrsquos obligation to pay an interest charge to a subcontractor may not be construed to be an obligation of the Commonwealth
3 Each prime Contractor who wins an award in which provision of a SWaM procurement plan is a condition to the award shall deliver to the contracting agency or institution on or before request for final payment evidence and certification of compliance (subject only to insubstantial shortfalls and to shortfalls arising from subcontractor default) with the SWaM procurement plan Final payment under the contract in question may be withheld until such certification is delivered and if necessary confirmed by the agency or institution or other appropriate penalties may be assessed in lieu of withholding such payment
4 The Commonwealth of Virginia encourages Contractors and subcontractors to accept electronic and credit card payments
K PRECEDENCE OF TERMS The following General Terms and Conditions VENDORS MANUAL APPLICABLE LAWS AND COURTS ANTI-DISCRIMINATION ETHICS IN PUBLIC CONTRACTING IMMIGRATIONREFORM AND CONTROL ACT OF 1986 DEBARMENT STATUS ANTITRUST MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS CLARIFICATION OF TERMS PAYMENT shall apply in all instances In the event there is a conflict between any of the other General Terms and Conditions and any Special Terms and Conditions in this solicitation the Special Terms and Conditions shall apply
L QUALIFICATIONS OF OFFERORS The Commonwealth may make such reasonable investigations as deemed proper and necessary to determine the ability of the Offeror to perform the servicesfurnish the goods and the Offeror shall furnish to the Commonwealth all such information and data for this purpose as may be requested The Commonwealth reserves the right to inspect Offerorrsquos physical facilities prior to award to satisfy questions regarding the Offerorrsquos capabilities The Commonwealth further reserves the right to reject any proposal if the evidence submitted by or investigations of such Offeror fails to satisfy the Commonwealth that such Offeror is properly qualified to carry out the obligations of the contract and to provide the services andor furnish the goods contemplated therein
M TESTING AND INSPECTION The Commonwealth reserves the right to conduct any testinspection it may deem advisable to assure goods and services conform to the specifications
N ASSIGNMENT OF CONTRACT A contract shall not be assignable by the Contractor in whole or in part without the written consent of the Commonwealth
Page 12 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
O CHANGES TO THE CONTRACT Changes can be made to the contract in any of the following ways
1 The parties may agree in writing to modify the terms conditions or scope of the contract Any additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or services or within the same broad product or service categories as were included in the contract award Any increase or decrease in the price of the contract resulting from such modification shall be agreed to by the parties as a part of their written agreement to modify the scope of the contract
2 The Purchasing Agency may order changes within the general scope of the contract at any time by written notice to the contractor Changes within the scope of the contract include but are not limited to things such as services to be performed the method of packing or shipment and the place of delivery or installation The contractor shall comply with the notice upon receipt unless the contractor intends to claim an adjustment to compensation schedule or other contractual impact that would be caused by complying with such notice in which case the contractor shall in writing promptly notify the Purchasing Agency of the adjustment to be sought and before proceeding to comply with the notice shall await the Purchasing Agencys written decision affirming modifying or revoking the prior written notice If the Purchasing Agency decides to issue a notice that requires an adjustment to compensation the contractor shall be compensated for any additional costs incurred as the result of such order and shall give the Purchasing Agency a credit for any savings Said compensation shall be determined by one of the following methods
a By mutual agreement between the parties in writing or
b By agreeing upon a unit price or using a unit price set forth in the contract if the work to be done can be expressed in units and the Contractor accounts for the number of units of work performed subject to the Purchasing Agencyrsquos right to audit the Contractorrsquos records andor to determine the correct number of units independently or
c By ordering the Contractor to proceed with the work and keep a record of all costs incurred and savings realized A markup for overhead and profit may be allowed if provided by the contract The same markup shall be used for determining a decrease in price as the result of savings realized The Contractor shall present the Purchasing Agency with all vouchers and records of expenses incurred and savings realized
The Purchasing Agency shall have the right to audit the records of the Contractor as it deems necessary to determine costs or savings Any claim for an adjustment in price under this provision must be asserted by written notice to the Purchasing Agency within thirty (30) days from the date of receipt of the written order from the Purchasing Agency If the parties fail to agree on an amount of adjustment the question of an increase or decrease in
Page 13 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
the contract price or time for performance shall be resolved in accordance with the procedures for resolving disputes provided by the Disputes Clause of this contract or if there is none in accordance with the disputes provisions of the Commonwealth of Virginia Vendors Manual Neither the existence of a claim nor a dispute resolution process litigation or any other provision of this contract shall excuse the Contractor from promptly complying with the changes ordered by the Purchasing Agency or with the performance of the contract generally
P DEFAULT In case of failure to deliver goods or services in accordance with the contract terms and conditions the Commonwealth after due oral or written notice may procure them from other sources and hold the Contractor responsible for any resulting additional purchase and administrative costs This remedy shall be in addition to any other remedies which the Commonwealth may have
Q TAXES Sales to the Commonwealth of Virginia are normally exempt from State sales tax State sales and use tax certificates of exemption Form ST-12 will be issued upon request Deliveries against this contract shall usually be free of Federal excise and transportation taxes The Commonwealthrsquos excise tax exemption registration number is 54-73-0076K
R ANNOUNCEMENT OF AWARD Upon the award or the announcement of the decision to award a contract as a result of this solicitation the purchasing agency will publicly post such notice on the DGSDPS eVA VBO (wwwevavirginiagov) for a minimum of 10 days
S DRUG-FREE WORKPLACE During the performance of this contract the Contractor agrees to (i) provide a drug-free workplace for the Contractors employees (ii) post in conspicuous places available to employees and applicants for employment a statement notifying employees that the unlawful manufacture sale distribution dispensation possession or use of a controlled substance or marijuana is prohibited in the Contractors workplace and specifying the actions that will be taken against employees for violations of such prohibition (iii) state in all solicitations or advertisements for employees placed by or on behalf of the Contractor that the Contractor maintains a drug-free workplace and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10000 so that the provisions will be binding upon each subcontractor or vendor For the purposes of this section ldquodrug-free workplacerdquo means a site for the performance of work done in connection with a specific contract awarded to a Contractor the employees of whom are prohibited from engaging in the unlawful manufacture sale distribution dispensation possession or use of any controlled substance or marijuana during the performance of the contract
T NONDISCRIMINATION OF CONTRACTORS A Bidder Offeror or Contractor shall not be discriminated against in the solicitation or award of this contract because of race religion color sex national origin age disability faith-based organizational status any other basis prohibited by state law relating to discrimination in employment or because the Bidder or Offeror employs ex-offenders unless the state agency department or institution has made a written determination that employing ex-offenders on the specific contract is not in its best interest If the award of this contract is made to a faith-based organization and
Page 14 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
an individual who applies for or receives goods services or disbursements provided pursuant to this contract objects to the religious character of the faith-based organization from which the individual receives or would receive the goods services or disbursements the public body shall offer the individual within a reasonable period of time after the date of his objection access to equivalent goods services or disbursements from an alternative provider
U AVAILABILITY OF FUNDS It is understood and agreed between the parties herein that the agency shall be bound hereunder only to the extent of the funds available or which may hereafter become available for the purpose of this agreement
V SET-ASIDES This solicitation is set-aside for DMBE-certified small business participation only when designated ldquoSET-ASIDE FOR SMALL BUSINESSESrdquo in the solicitation DMBE-certified small businesses are those businesses that hold current small business certification from the Virginia Department of Minority Business Enterprise This shall not exclude DMBE-certified women-owned and minority-owned businesses when they have received the DMBE small business certification For purposes of award Offerors shall be deemed small businesses if and only if they are certified as such by DMBE on the due date for receipt of proposals
W BID PRICE CURRENCY Unless stated otherwise in the solicitation Offerors shall state offer prices in US dollars
X AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH A Contractor organized as a stock or nonstock corporation limited liability company business trust or limited partnership or registered as a registered limited liability partnership shall be authorized to transact business in the Commonwealth as a domestic or foreign business entity if so required by Title 131 or Title 50 of the Code of Virginia or as otherwise required by law Any business entity described above that enters into a contract with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth if so required under Title 131 or Title 50 to be revoked or cancelled at any time during the term of the contract A public body may void any contract with a business entity if the business entity fails to remain in compliance with the provisions of this section
Y eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION CONTRACTS AND ORDERS The eVA Internet electronic procurement solution website portal wwweVAvirginiagov streamlines and automates government purchasing activities in the Commonwealth The eVA portal is the gateway for vendors to conduct business with state agencies and public bodies All vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet eprocurement solution by completing the free eVA Vendor Registration All bidders or offerors must register in eVA and pay the Vendor Transaction Fees specified below failure to register will result in the bidproposal being rejected
Page 15 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Vendor transaction fees are determined by the date the original purchase order is issued and the current fees are as follows
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 075 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per
order
b For orders issued January 1 2014 and after the Vendor Transaction Fee is(i) DMBE-certified Small Businesses 1 capped at $500 per order(ii) Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
For orders issued prior to July 1 2011 the vendor transaction fees can be found at wwweVAvirginiagov
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
VII SPECIAL TERMS AND CONDITIONS
A ADVERTISING Publications or presentations on research projects supported by the Virginia Wine Board shall provide the appropriate recognition that funding either whole or in part came from the VWB The following statement must be added to acknowledge Virginia Wine Board support ldquoThis research was partially (wholly) supported by a grant from the Virginia Wine Boardrdquo
B AUDIT The Contractor shall retain all books records and other documents relative to this contract for five (5) years after final payment or until audited by the Commonwealth of Virginia whichever is sooner VDACS its authorized agents andor state auditors shall have full access to and the right to examine any of said materials during said period
C AWARD Selection shall be made of any number of Offerors deemed to be fully qualified and best suited among those submitting proposals on the basis of the evaluation factors included in the RFP including price if so stated in the RFP for which the VWB has adequate funding Negotiations may be conducted with the Offerors so selected Price shall be considered but need not be the sole determining factor If negotiations are conducted the agency shall select the Offerors which in its opinion have made the best proposals for which funding is available and shall award a contract to those Offerors The
Page 16 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Commonwealth may cancel this RFP or reject proposals at any time prior to an award and is not required to furnish a statement of the reasons why a particular proposal was not deemed to be the most advantageous (Code of Virginia sect 22-4359D) Should the Commonwealth determine in writing and in its sole discretion that only one Offeror is fully qualified or that one Offerorrsquos proposal is the only one that meets VWBrsquos needs andor priorities based on its merit and funding a contract may be negotiated and awarded to that Offeror The award document will be a contract incorporating by reference all the requirements terms and conditions of the solicitation and the ContractorrsquosContractorsrsquo proposal(s) as negotiated
Proposals submitted to VDACS will be reviewed by a committee of growers and wineries to evaluate how well they address the needs of the wine industry and for appropriateness of budget Final approval of projects will be by the VWB at their spring quarterly meeting For continuing projects the progress reports will also be considered and they shall be of no more than five pages submitted as a pdf file
D PROPOSAL ACCEPTANCE PERIOD Any offer in response to this solicitation shall be valid for 90 days At the end of the 90 days the offer may be withdrawn at the written request of the Offeror If the offer is not withdrawn at that time it remains in effect until an award is made or the solicitation is canceled
E SUBCONTRACTS No portion of the work shall be subcontracted without prior written consent of VDACS In the event that the Contractor desires to subcontract some part of the work specified herein the Contractor shall furnish VDACS the names qualifications and experience of their proposed subcontractors The Contractor shall however remain fully liable and responsible for the work to be done by its subcontractor(s) and shall assure compliance with all requirements of the contract
F CANCELLATION OF CONTRACT VDACS reserves the right to cancel and terminate any resulting contract in part or in whole without penalty upon 60 days written notice to the Contractor In the event the initial contract period is for more than 12 months the resulting contract may be terminated by either party without penalty after the initial 12 months of the contract period upon 60 days written notice to the other party Any contract cancellation notice shall not relieve the Contractor of the obligation to deliver andor perform on all outstanding orders issued prior to the effective date of cancellation
G IDENTIFICATION OF PROPOSAL ENVELOPE If a special envelope is not furnished or if return in the special envelope is not possible the signed proposal should be returned in a separate envelope or package sealed and identified as follows
From 21114 200 PM Name of Offeror Due Date Time
301-14-038 Street or Box Number RFP No
City State Zip Code
Page 17 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Virginia Wine Board Grant Proposals RFP Title
Name of ContractPurchase Officer Betty M Lowther CPMVCO
The envelope should be addressed as directed on Page 1 of the solicitation Even if marked as described above the proposal may be inadvertently opened and the information compromised which may cause it to be disqualified Proposals may be hand delivered to the designated location in the office issuing the solicitation No other correspondence or other proposals should be placed in the envelope
H INDEPENDENT CONTRACTOR The Contractor is an independent contractor not an employee or agent of VDACS Without limitation of the foregoing the Contractor shall
1 not enter into any contract agreement or other commitment or incur any obligation or liability in the name or otherwise on behalf of VDACS
2 not be entitled to any workerrsquos compensation pension retirement insurance or other benefits afforded to employees of VDACS
3 provide for all national income tax and other withholding relating to the Contractorrsquos compensation
4 pay all social security unemployment and other employer taxes relating to the Contractorrsquos performance of the services herein and
5 perform all reporting recordkeeping administrative and similar functions relating to the Contractorrsquos compensation
I GOVERNING LAW This Contract will be interpreted construed and enforced in all respect in accordance with the laws of the Commonwealth of Virginia without reference to its rules relating to choice of law except to the extent preempted by the laws of the United States of America
Neither party will commence or prosecute any suit proceeding or claim to enforce the provisions of the Contract to recover damages for breach or default under this contract or otherwise arising under or by reason of this contract other than in the state or federal courts located in Richmond Virginia
J AMENDMENT No amendment of any provision of this contract shall be valid unless set forth in a written amendment signed by both parties
K PRIME CONTRACTOR RESPONSIBILITIES If VDACS grants the Contractor permission to subcontract all or any part of a contract resulting from this solicitation the Contractor shall be responsible for completely supervising and directing the work under this contract and all subcontractors that he may utilize using his best skill and attention Subcontractors who perform work under this contract shall be responsible to the prime contractor The Contractor agrees that he is as fully responsible for the acts and omissions of his subcontractors and of any persons employed by him as he is for the acts and omissions of
Page 18 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
his own employees
L STATE CORPORATION COMMISSION IDENTIFICATION NUMBER Pursuant to Code of Virginia sect22-43112 subsection B an Offeror organized or authorized to transact business in the Commonwealth pursuant to Title 131 or Title 50 is required to include in its proposal the identification number issued to it by the State Corporation Commission (SCC) Any Offeror that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 131 or Title 50 or as otherwise required by law is required to indicate in its proposal a statement describing why the Offeror is not required to be so authorized Indicate the above information on the SCC Form provided Contractor agrees that the process by which compliance with Titles 131 and 50 is checked during the solicitation stage (including without limitation the SCC Form provided) is streamlined and not definitive and the Commonwealthrsquos use and acceptance of such form or its acceptance of Contractorrsquos statement describing why the Offeror was not legally required to be authorized to transact business in the Commonwealth shall not be conclusive of the issue and shall not be relied upon by the Contractor as demonstrating compliance
M eVA BUSINESS-TO-GOVERNMENT CONTRACTS AND ORDERS The solicitationcontract will result in one (1) purchase order(s) with the eVA transaction fee specified below assessed for each order
a For orders issued July 1 2011 thru December 31 2013 the Vendor Transaction Fee isi DMBE-certified Small Businesses 075 capped at $500 per order
ii Businesses that are not DMBE-certified Small Businesses 075 capped at $1500 per order
b For orders issued January 1 2014 and after the Vendor Transaction Fee isi DMBE-certified Small Businesses 1 capped at $500 per orderii Businesses that are not DMBE-certified Small Businesses 1 capped at $1500 per
order
The specified vendor transaction fee will be invoiced by the Commonwealth of Virginia Department of General Services approximately 30 days after the corresponding purchase order is issued and payable 30 days after the invoice date Any adjustments (increasesdecreases) will be handled through purchase order changes
The eVA Internet electronic procurement solution website portal wwwevavirginiagov streamlines and automates government purchasing activities in the Commonwealth The portal is the gateway for vendors to conduct business with state agencies and public bodies
Vendors desiring to provide goods andor services to the Commonwealth shall participate in the eVA Internet e-procurement solution and agree to comply with the following If this solicitation is for a term contract failure to provide an electronic catalog (price list) or index page catalog for items awarded will be just cause for the Commonwealth to reject your bidoffer or terminate this contract for default The format of this electronic
Page 19 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
catalog shall conform to the eVA Catalog Interchange Format (CIF) Specification that can be accessed and downloaded from wwweVAvirginiagov Contractors should email Catalog or Index Page information to eVA-catalog-managerdgsvirginiagov
Note The eVA Business to Government term only applies to contracts between VDACS and non-governmental entities
N CREATION OF INTELLECTUAL PROPERTY All intellectual property including Subject Inventions and copyrightable material created pursuant to this contract shall be considered work made for hire and shall belong exclusively to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services Neither party intends any intellectual property created pursuant to this contract together with any other copyrightable material with which it may be combined or used to be a ldquojoint workrdquo under the copyright laws If any copyrightable material created pursuant to this contract cannot be deemed work made for hire or deemed part of a joint work the Grantee does hereby irrevocably assign its entire interest in such material or work to the Commonwealth of Virginia through the Virginia Department of Agriculture and Consumer Services and shall execute and deliver such further documents as the Commonwealth may reasonably request for the purpose of acknowledging or implement such assignment The Virginia Department of Agriculture and Consumer Services may by later separate agreement if applicable grant the Grantee a license to use the materials so owned for public not-for-profit purpose within the territory of the Commonwealth
A copyright notice shall be placed in an appropriate location on any copyrightable material being distributed or published Such notice shall include (1) either the symbol (c) the word Copyright or the abbreviation Copr (2) the year of first publication and (3) the name of the copyright owner (the Commonwealth of Virginia) This information shall be followed by the words all rights reserved
VIII METHOD OF PAYMENT
The Contractorrsquos fee will be paid within 30 days upon receipt of a valid and complete quarterly invoice formatted in accordance with VDACSrsquos requirements Invoices shall be submitted on June 15 2014 (if applicable) Oct 1 2014 Jan 1 2015 April 1 2015 and June 10 2015 (see sample Project Financial Report ndash Attachment G) to
VDACSMr David Robishaw900 Natural Resources Drive Suite 300Charlottesville VA 22903
All invoices shall be detailed and include an itemized line item breakdown of expenses which must be documented with receipts or other such proof
IX PRICING SCHEDULE
Page 20 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Pricing for project as proposed
$_________________
All prices are stated in US dollars
Page 21 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ATTACHMENT A
Vision 2015A Strategic Direction for the Virginia Wine Industry
Governorrsquos Wine Study Work Group
June 2004
Vision 2015 A Strategic Direction for the Virginia Wine Industry serves as a blueprint for the development of
Virginiarsquos Wine Industry as a producer of wines that embody quality character and value hellip characteristics that are
imperative to meeting consumer demands of the 21st Century and paramount to the establishment of Virginia as a
producer of world-class wine Vision 2015 has a lineage that traces back to President Thomas Jeffersonrsquos vision of
Virginia as a leader in wine making embodying that traditional vision into a formula that will drive the industry to
success
Vision 2015 was born out of the diligent work of Governor Mark R Warnerrsquos Wine Study Work Group an
initiative to evaluate and develop recommendations for the enhancement of Virginiarsquos wine industry The Wine
Study Work Group identified a critical need for the development of an industry strategic plan to serve as a guide for
the industryrsquos growth and development The Group cited the experience of the Australian Wine Industry including
both the strengths and pitfalls in the rapid development of their industry as providing valuable lessons for Virginia
as the Virginia Wine industry enters its own rapid growth phase One of the keys to success in Australia was the
adoption of a strategic plan to which all sectors of the industry could subscribe the Work Group decided that such
an effort would provide a useful tool and that the Work Group should undertake the development of such a plan for
Virginia
Vision 2015 started as a traditional strategic planning process namely development of a
strengthsweaknessesopportunities threats (SWOT) analysis for the Virginia Wine Industry development of a
visionmission statement and the development of draft goals and strategies The SWOT analysis visionmission
goals objectives and strategies were refined and clarified through five meetings that obtained valuable insight and
advice from numerous wineries wine grape growers wine distributors and wine industry supportservice industry
staff
Vision 2015 serves as a guide to local and state policy affecting Virginiarsquos wine industry to the need for
implementation of new and improved marketing strategies to new strategies for supporting the industry through
rigorous researchextension programs and through development of new financial tools to support entrepreneurs
Page 22 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
entering or expanding within the industry
Above all Vision 2015 presents a challenge to all segments of Virginiarsquos wine industry a challenge to strive for
excellence in wine quality and quality verification production and processing marketing distribution research and
extension and public policy development
Vision 2015 Vision Statement
By the Year 2015 the Virginia wine industry will double its market share within the Commonwealth and reach measurable sales on a national level
Mission Statement
An industry unified in its commitment to innovation and quality resulting in the production of world class
wines in Virginia
Wine Industry Strategic Plan
Objective 1
To improve the quality and uniqueness of Virginia wines
Strategies
11 Establish and adequately fund vineyard and wine production research and testing programs to insure the
highest quality practices and standards are identified and met
12 Develop an industry wide quality assurance program that addresses verifiable vineyard and wine production
standards to insure the highest quality product within a specific market segment
Objective 2
To enhance the image and reputation of Virginia wines and the Virginia Wine Industry
Strategies
21 Develop a fully integrated marketing program focused on advertising public relations and promotions to
Page 23 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
deliver a clear and positive message on the quality of Virginia wines
22 Ensure that Virginia wines are highlighted through at least 15 favorable reviews by recognized national wine
industry publications
23 23 Identify key wine industry publications and writers by wine market segment and target these for wine
reviews
Objective 3
To increase and expand the market share of Virginia wine sold in state national and international markets
Strategies
31 Develop and implement an aggressive and comprehensive marketing plan targeted to restaurants
distributors retailers consumers media and wine publications
32 Conduct market promotional ldquoblitzesrdquo on particular Virginia wines at varying times of the year
33 Promote the health benefits of wine to consumers
34 Develop a promotional campaign under the slogan ldquoVirginia Wineries Next Big Thingrdquo
35 Analyze market trends and evaluations of Virginia produced wine varietals such as Cabernet Franc and
Viognier for promotional potential as a Virginia identity based wine (similar to Oregonrsquos Pinot Noir)
36 Expand promotional activities for stable Virginia wines through unique branding (eg Chardonnay)
37 Implement marketing activities to encourage all Virginia grocery retailers to dedicate additional shelf space
for Virginia wines (goal of 10 shelf space)
38 Implement marketing activities training and educational programs to encourage more Virginia restaurants to
carry Virginia wines and to emphasize Virginia wine-by-the-glass sales
39 Review revise and develop new appellation designations and vineyard designated labeling to tie wine
production to a specific Virginia production region
310 Encourage greater participation in national and international wine competitions for select Virginia wines that
are recognized as meeting established quality assurance standards
311 Develop and coordinate marketing activities in coordination with the Virginia Tourism Corporation for
winery visitor profiling increased national and international tourist visitation and evaluating the feasibility
of a Virginia Wine Trails Program
312 Develop and distribute a Virginia Wine Guide
Page 24 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
313 Further develop consumer wine tasting opportunities for premium Virginia wines through the organization
of high visibility state and regional food and wine tasting events
314 Expand the use of wine tasting rooms to orient consumers to Virginia wines
315 Develop tourist promotions that connect wineries to Virginia historical attractions
316 Develop marketing strategies to increase distributor interest in Virginia wines and expand distributor sales in
major market areas
317 Promote the concept of Virginia wine as a ldquodaily pleasurerdquo to Virginia consumers
318 Establish a consistent wine marketing ldquoroad maprdquo with a clear focus on the strategies identified to achieve
specified goals and an evaluation procedure to measure success
Objective 4
To improve the profitability of vineyard and wine businesses in Virginia
Strategies
41 Expand activities to increase the profitability of existing vineyards and wineries
42 Develop cooperative activities or businesses for bulk purchasing of vineyard and wine production supplies
and equipment
43 Establish a Virginia wine cooperative to conduct wine advertising and provide distribution and shipping
services
44 Identify an individual or organization to concentrate on improving the distribution of Virginia wines
45 Develop or expand Cooperative Extension Service Lab facilities for use by Virginia wineries for testing and
evaluation of products to increase quality
46 Develop a listing of vineyard and wine production equipment available for lease
47 Develop a vineyardwine industry services and product directory
48 Expand opportunities for greater mechanization through lease of specialized equipment such as mechanical
harvesters
49 Expand Research and Extension programs for the development of efficient and effective pest management
programs (disease resistance and prevention insect management)
410 Develop opportunities for cooperative purchase of crop protection materials
411 Develop ldquocustom crushrdquo as an opportunity to increase the production level of high quality Virginia wine
Page 25 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
412 Develop wine and retail sales educational programs for winery tasting room staff
413 Improve wine grape quality through expanded vineyard production educational programs for grape growers
414 Establish and fund a winery consulting position to provide business management accounting and finance
services to wineries (Agricultural economicsbusiness degree Agricultural Business Extension Agent or
Specialist)
415 Expand VA Tech wine industry technical training courses through regional course offerings at off-campus
sites on-line computer courses and Community College locations
416 Develop and expand business and technical educational activities through Community College Workforce
Training programs geared specifically towards wine industry training needs
417 Institute or expand wine industry dialogue with private sector credit institutions on the economics and
financial returns for vineyard and winery operations
418 Continue the development of innovative wine grape cultivars that have the potential for the establishment of
ldquoVirginia-brandedrdquo high quality varieties (Cabernet Franc etc)
419 Identify and develop a program to address labor issues focused on obtaining and maintaining affordable
labor resources (H2A Program)
420 Encourage stringent enforcement of existing Virginia wine laws regarding the use of Virginia produced
grapes for the various classes of wineries
421 Develop wine industry programs to increase demand and increase prices of Virginia wine
422 Encourage increased wine retail full-margin sales through the establishment and expansion of winery and
winery owned or controlled off-site sales locations
Objective 5
To maintain (enhance) Virginiarsquos rural character and beauty through the expansion of Virginiarsquos wine
industry
Strategies
51 Conduct biennial surveys of consumers receiving VA wine literature to ascertain winery visitation rates
patterns and experiences
52 Design and provide industry sponsored educational programs for local government officials planning
commissions and zoning administrators on the local economic development agri-tourism and farmland
preservation benefits of the Virginia Wine Industry
Page 26 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
53 Identify various county regulations affecting vineyard and winery establishment
54 Develop a database ranking of counties and regions for winery establishment or expansion based upon
county zoning requirements local taxation land use assessments and farmland preservation incentives
Objective 6
T Facilitate the development of complementary supply and service industries for the Virginia wine
Industry
Strategies
61 Identify Virginia-based and regional companies that are manufacturing products that are currently being
used by the wine industry (eg glass bottle manufacturers)
62 Identify potential manufacturers of complementary products and educate such companies on the potential
market and business opportunity (eg wood product manufacturers for cooperage business)
63 Identify collateral industries such as hotels and restaurants and educate these businesses on Virginia wines
64 Investigate technical and business feasibility of cooperage businesses with the VA Tech Department of
Forest Products
65 Investigate Kentucky and Tennessee cooperage firms that are producing oak barrels for the Bourbon
Industry
66 Organize a suppliersrsquo fair to allow companies to showcase products and services for the wine industry
Page 27 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ATTACHMENT B
Below is the compilation of results from Beyond Vision 2015 A Blueprint for Virginia Wine which took place on July 10 2013 at the Richmond Marriot West Please note that this is the raw unedited data which will be incorporated in the draft VA Wine Strategic Marketing Plan
Beyond Vision 2015 A Blueprint for Virginia
Wine July 10 2013
Breakout Session 1 SWOT
Analysis
Gr ou p 1
Strengthso Aesthetics = Tourism = Winery Visitso Proximity of wineries to affluence ($)- or at least in some areaso Virginia Brand (tourism) benefits wine industryo Cooperative spirit within the industryo Infrastructure in place for growth VWB VVA VWA VT VWCo We are benefitting from increased per capita wine consumptiono Experience (30+) yearso VA seen as regional leader in wine qualityo Enthusiasm for industry ndash consumers and investorso 400+ years of historical linkageo Wine board is a huge +o Tremendous legislative and executive support
Weaknesseso Tourism infrastructure good in some areas but not in remote areas o Economy of scale = Rising cost of grapes + relative high cost of wine o Shortage of VA fruito Occasional lack of communication among key playerso Shortage of skilled and unskilled laboro Still fighting an image issue with some wineso High capitalization costs of vineyards amp wineries
Opportunities
Page 28 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
o Wine welcome centero Magnet for large investorso Frequent in-house review and evaluation (not just every 10 years)
Page 29 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
o An opportunity to highlight quality of VA wineso Industry- common wine (eg a specific VA blend)
Threatso Government regulation
Labelingwarnings Local ordinances ndash building codes + land use
o Biological and environmental threats to grape productiono Uncertain legislative executive support in future yearso Vast assortment of global wines available to todayrsquos customer
Gr ou p 2
Strengthso Expanding marketing with younger demographico Proximity to dense population centers on East coasto VA has well- branded tourism industryo VA has significant historical + cultural assetso Consumer support + awarenesso The commonwealthhellipo Density of winerieso Recognition of individual wines increases recognition for all
Weaknesseso Lack of fruito Lack of trade supporto Lack of quality datao Lack of integration between organizationso Lack of locally available training and expertise (we could always use more)o No established mechanisms to overcome inefficiencies of scale such as
cooperatives credit unions etc Opportunities
o Political environment in Richmondo Cooperativeo Further promotions of wineries in Tourismo Continue to build relations between organizationso Federal grants available
Threatso Cost of productiono Volume of productiono Increasing attempt to regulate
Page 30 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
o Lack of economic viability for growers
Gr ou p 3
Strengthso Identify as a wine regiono Viticulturist and enologist for our size regiono Dedicated consumerso Recognized winemakers internationallyo Cooperation of winemakers and growers
Weaknesseso Small production acreswiseo Lack of training financial knowledge and transition planningo High cost of production high risklow return of investmento Low distribution through trade which limits growth of national brando Labor availability is a weaknesso Not enough winery support for growers in start up costso Not paying vineyards enough to grow quality grapes
Opportunitieso Engage local food movement toward wineo Engage ldquosouthern foodrdquo movement with VA wine as a ldquosouthern winerdquoo Social media is a new opportunityo Personality based PR on VA wine characterso VTC is building VA as a ldquoWine amp Foodrdquo destination
Build tighter links with VTCo Tasting Room Outlets to expand reach (DC and other markets)o Maximize VA welcome centerso Focus on signature grapes and styles
Threatso State funding can change with new state leadershipo Local governments want to restrict winerieso Pursuing growth over qualityo Wineries pushing the envelope on Farm Winery Law for events and
other ldquonon-farmrdquo activitieso Out of state grapes could dilute the VA Wine Brando Competitiveness of the world wine market (online purchasing power)
Gr ou p 4
Strengthso Uniqueness of product to tourismo Positive wine quality PRo Weather is regional strength
Page 31 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
o Youthfulness of industryo Passion of industry memberso Growing consistency and reputationo Critical mass of wineries
Weaknesseso Lack of min efficient scaleo Internal factionso Labor availabilityo Lack of regulatory understandingo Dependence on Tourismo Weather is a national weaknesso We canrsquot make enough wine ndash under capitalization of industryo Lack of fruito Lack of consistent wine qualityo Too regional in fundamentals
Opportunitieso National Restaurant PR Distribution opportunitieso Great technology resourceso Unique niche opportunity for our brandstateo Strong local market for production to grow market shareo VT presence
Threatso Future oversaturation of winerieso Local anti-winery sentimentso Global competition with higher production costso State and regional overregulation o Lack of regulatory understanding o Lack of proximate supplierso Weather variability (extremes)o No big growersmecho Labor availability
Gr ou p 5
Vision 2020
100 quality Double productionSales 50 Increase in Vineyard acreage Capacity limited by grape supply
o Acknowledgement of regional differences in needscostsdemando Standardization of relationstools used between growers and winerieso Educational seminars
Page 32 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Generational transfers Profitability Winerygrower deals
o Quality assurancesustainabilityo Winery provides capital for growero Create spot market delete requirements for leaseforces expansiono Tax credit for vineyardso Quality work force
Change Industry Structureo Where is the $o Who does the worko Trade
associations Breakout
Session 2 New Vision
Statement Vision Statements
for 2020
1 By year 2020 the Virginia Wine Industry will have a definitive brand identity and be established as the Eastern capital of the American wine industry measurable by premium wine sales
a 21 votes2 By the year 2020 the Virginia Wine Industry will increase sales by 50 over
2012 numbers and increase land under vine by 50 producing quality fruita 12 votes
3 By the year 2020 to achieve a global profile as a premium wine growing region grounded in sustainable growth and rooted in a unique wine style and experience
a 9 votes4 By the year 2020 Virginia will be the undisputed leader in sales of premium
wines on the East Coast through accelerated growth by 50 of local premium wine grapes to craft world class wines and support sustainable farming in Virginia
a 8 votes5 By the year 2020 to create an environment conducive to increasing vineyard
acreage by 50 while enhancing the economic sustainability of vineyards and wineries
a 7 votes
Page 33 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Breakout Session 34 Strategic Objectives and
Strategies Winemaking Objectives
1 Bridge gap between Growers + Wineryrsquos needsa Better communicationb Business modelc Fruit $ on specific parametersd Optimum varieties (winemaker wants)
2 Quality needs supported by research and traininga Increased communication so industry has access to public information
3 Wineries more involved with growers to understand quality needsa Effect of viticulture practice on wine quality
4 Increase awareness of established AVA to provide sense of placea Better recognition of 100 VA grapes
Winemaking Strategies
1 Establish Vineyard management team to bring new agricultural lands into wine grapes production
2 Encourage wineries to enter into long-term relationship with payment based on quality (acreage)
3 Delete 25 out-of-state allotment except in case of agriculture ldquodisasterrdquo4 Economic studyreport to show viability of planting new vineyards Address
economies of scale5 Survey winemakers to determine varietals to be planted ndash Needs to be regional
(AVA)6 Work with VT to establish location for specific varietals7 Support training winemakers in small or start-up wineries
a VT extension support from industry
Grape Growers Objectives1 Increase Awareness
a Revise economicfinancial modelb Train VCE agentsc Fruit grower meetingd Farm service agencye Traveling team to promote amp educate farmers about grape-growing
opportunitiesf Grape growing flyer
2 Increase Acreagea Tools to evaluate sites
i Site suitability
Page 34 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ii Educational resourcesb Secure $ resources to support developmentc Legal aid and regulatory complianced Grape growing flyer
3 Reduce Risk of grape growinga Low-interest loans or grantsb Explore crop insurancec Investigate incentive programs to encourage vineyard establishments
(task force)d Site selectionvariety educatione Corporate purchase of grape-growing materials
4 Increase Training - labor amp vineyard management
a Bi-lingual training classesb Explore certification (eg VVA)c Specific training for Spanish-speaking audience (Traveling program)d Increase use of H2-A programe Explore practical mechanisms for small vineyardsf Explore vineyard management services
Business Environment Objectives
1 Integrated communications strategy for the VA wine industrya Consolidate info in one place
2 Improve quality and uniqueness of VA winea Promote CQA ndash double the number of wines participatingb Conduct research so that we can tie viticulture practices and their
impact in addition to the qualitative aspects of wine profilesc Measurement
i Double CQA participationii Improve Gov Cup participation
iii Measure MKT acceptance of the wines3 Enhance the image and reputation of VA wine as well as expand VA
wine distribution + accessibility out of statea Continue Gov Cup Competitionb Targeted marketing to opinion shapersc VA wine camp targeting major influencersd Continue the VA Wine summit (bring in speakers)e Continue trade tours (like FLITE)f Continue VA Wine consumer branding
i Build more AVAsg Create trade tasting opportunities (like Whole Foods)
4 Reduce the cost of growing grapes in VA as well as improve the profitability Page 35 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
and sustainability of VA vineyards and wineriesa Cooperative (group buying + services)b Research on reducing chemical usagec Mechanization wherever possibled Increase access to capital for vineyards and wineriese Measurements grape prices
5 Maintain the rural character of the VA landscape through the expansion of VArsquos farm wineries and vineyard acreage
a Identify potential sitesb Develop a sales pitch for potential growers identifying proscons
costsbenefits long- term prospectsc Fiscal incentive ($135M)d Measure increase acreage by 50 or 1500 acres
6 Increase access to capital for wineries and vineyards
Wine Marketing Objectives
1 Create a national brand that definitively states VA as preeminent wine country ndash ldquoAmericarsquos Wine Countryrdquo
a Partner with VTC to promote VA wine brandb Increase sales in VA with ldquoDrink Localrdquo
i VA based publicationsii Restaurantretail incentives
iii Govrsquos cup recognition for retail salesiv Use our marketing assets for winning retailerrestaurantv Wine tastings vs benchmark wines
vi Lifestyle publications vs wine publicationsc Secure additional funding to promote VA brandd Working group with facilitation to define the National brand
i Inspirationii Ideation
iii Prototypeiv Improvements
2 Co-op dedicated to PRCommunicationa Work with VTCb Matching funds from the Wine Councilc VA Wine Month
i Potential change of monthii Transferring funds to March - ldquowine and dinerdquo month
d Governorrsquos Cup Timingi Red dominated due to time of year
ii Change timing amp pairing with event partnering
Page 36 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
iii How do we get more whites into Governorrsquos Cup case3 MetricsAnalytics on consumer demographics preferences etc and
share with VA wine industry
Legislative Objectives1 Increase investment in vineyard acreage
a Accelerated Depreciation Tax Creditb Vineyard Tax Creditc Funding ndash WPFVWDCWMOd Recruitment of new farmers
2 Education and Candidate outreacha Transition Planningb Target audience identification
3 Easing local government restrictionsa Land useb Taxationc Participate in planningeducationd Patchwork of local lawse On-site retail sales
4 Wine amp Food ndash Service there of
Identified Strategic Objectives ndash In Summary
1 Increase Amount of premium vineyard acreage by 50 by 2020 (160 AC)o Grape Growingo Score 71
2 Local government restrictions on land use taxation participationplanningeducation patchwork of laws on-site retail sales
o Legislativeo Score 62
3 Reduce the cost of growing grapes and improve profitability of vineyards and wineries
o Business Issueso Score 61
4 Enhance the image and reputation of VA wine including increasing distribution of VA wines out-of-state
o Business Issueso Score 61
5 Create a national brand that definitively states VA as a preeminent wine countryo Wine Marketingo Score 53
Page 37 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
6 Bridge gap between growerrsquos and wineryrsquos needs Better communication Business model Fruit $ on specific parameters Optimum varieties (based on winemaker needs)
o Winemakingo Score 51
7 Increase pool of trained labor and or vineyard managementmechanization to support vineyard expansion
o Grape Growingo Score 51
8 Roadmap to increase planting Accelerated depreciation tax credit Vineyard tax credit Funding WPFVWDCWMO Recruitment of new farmers
o Legislativeo Score 47
9 Improve the quality of VA wineo Winemakingo Score 43
10 Increase Awareness of grape growing opportunities among the targeted publico Grape growingo Score 43
11 Election outreach Transition planning Target audience identification
o Legislativeo Score 41
12 Quality needs supported by research amp training Increased communication so industry has access to public
informationo Winemakingo Score 38
13 Maintain rural character by increasing VA vineyard acreageo Business Issueso Score 33
14 Increase sales in VA by 50 by 2020o Business Issueso Score 30
15 Develop metricso Wine Marketing
Page 38 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
o Score 2816 Wineries more involved with growers to understand quality needs (winemakers
want growers to understand the effect of viticulture on winemaking)o Winemakingo Score 22
17 Proactively seek to reduce winemaker amp grower risk of new vineyard production by long term arrangements to control environmental biological and financial factors
o Grape Growingo Score 18
18 Winefood ndash service thereofo Legislativeo Score 16
19 Increase awareness of established AVAs to provide a sense of place (better recognition of 100 VA grapes)
o Winemakingo Score 16
20 Co-op dedicated PRCommunications funding to promote VA brando Wine Marketingo Score 11
Page 39 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ATTACHMENT CRated on a scale of 1 ndash 5 with 5 being the most important
2008 Viticulture Research Priorities
The following are important issues in my vineyard
Rating Averag
eImpact of viticultural practices on fruit flavor 447Influence of canopy management practices - fruit composition
441
Influence of canopy management practices on vine performance
434
Impact of viticultural practices on fruit composition 429Influence of plant and soil water status on vine performance
428
Integrated soil health management(composts cover crops)
423
Improved pesticide application technology 419Canopy management 419Disease resistance 409Powdery Mildew 402Vineyard fungicide effects on fermentation ampamp wine defects
402
Canopy development amp vine phenology 401Sustainable production practices 401Nutrient requirements and critical levels 397Methods for monitoring fruit ripening and maturity 396Crop load management 395cultivation and weed control 395Determining optimum pruning levels (balanced pruning) 393Non-chemical weed control 391Methods for monitoring plant and soil water stress 390Cultivar and clonal selection and evaluation 389Downy Mildew 388Monitoring plant nutrient status 387
Page 40 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Regulation of bud fruitfulness and fruit set 387Environmental effects on fruit development amp composition
386
Birds 384Development of pest economic injury thresholds for pesticide
378
Pruning 377Yield Forecasting 375Beneficials (egspiders wasps) 371Phomopsis 371Young vine decline 370Japananese beetles 370Use of weather data amp models for disease management 367Assesing vineyard variability 366Rootstock selection and evaluation 364Evaluation of vine training and trellising systems 364Latent viruses 362Yield monitoring and spatial fruit composition monitoring 362Pierces Disease 359Deer 358Leafroll virus 358Eutypa Botryosphaeria and other cankers 353Botrytis bunch rot 352Soil and climate evaluation methods 349DNA-based diagnostics of vine diseases and stresses 349Sour rots 346Grapevine yellows 345Harvesting 344Grape Berry Moth 341Leafhoppers 340Organic Farming Systemspractices 338Crown Gall 336Mites 333Vineyard design and row orientation 332Graft-transmissable agents (GTAs) 330Grape Root Borer 330
Page 41 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Nematodes 329Black rot 327Sharpshooters 322Phylloxera 317Riperian vegetation management 316Site-specific planting - GPSGIS applications 314Climing cutworms 310Grape mealybug 307Tomato and tobacco ringspot virus 306Fanleaf virus 303Impact of Global Warming 303Measles 299Fertigation 299Oakroot fungus 295Vine Mealybug 293Racoons 291Turkeys 289Vertebrates (eg gophers) 286Voles 271Rabbits 254
2008 Enology Research Priorities
The following are important issues in my winery
Rating Averag
eInfluence of viticultural practices on wine flavor 463Influence of viticultural practices on wine composition 460Influence of winemaking practices on wine flavor 443Influence of winemaking practices on wine composition 428Yeast strain impacts on fermentation amp sensory properties
408
Aroma and flavor constituents 403Color and Phenolic constituents 400
Page 42 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
Aging characteristics chemistry and flavor changes 400Methods to remove green or unripe flavors 398Identification and characterization of aroma amp flavor 392Control of microbiological contaminants during aging 387Influence of individual tannin compounds on wine mouthfeel
383
Yeast nutrient requirements amp metabolism during fermentation
383
Malolactic fermentations 370Improved sensory evaluation 370Identification and control of sulfide production 368New filtration techniques 366Rapid Malolactic fermentation methods to accomplish 362Oak extraction during aging 354Sulfide removal 348Reductionremoval of Volatile Acidity 344Oxidation and browning 344Brettanomyces 343Protein stability 341Heat stabilization and clarification 341Factors controlling stuck and sluggish fermentations 333Removal of aldehydicoxidized character 332Improved fining agents 331Rapid ID of yeast amp bacterial populations - fermentation 330Management amp elimination of problem Lactobacillus 325Load-sensitive filtration 323Control of cork taint 317Waste water management 310Alternative Bottle Closures 305Reduction of ethyl carbamate 305Alternatives to barrel aging 298Reductionremoval of Alcohol 248
Page 43 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ATTACHMENT D
State Corporation Commission FormVirginia State Corporation Commission (SCC) registration information The Offeror1048709 is a corporation or other business entity with the following SCC identification number ____________ -OR-1048709 is not a corporation limited liability company limited partnership registered limited liability partnership or business trust -OR-1048709 is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees agents offices facilities or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts and not counting any incidental presence of the Offeror in Virginia that is needed in order to assemble maintain and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Offerorrsquos out-of-state location) -OR-1048709 is an out-of-state business entity that is including with this proposal an opinion of legal counsel which accurately and completely discloses the undersigned Offerorrsquos current contacts with Virginia and describes why those contacts do not constitute the transaction of business in Virginia within the meaning of sect 131-757 or other similar provisions in Titles 131 or 50 of the Code of VirginiaNOTE gtgt Check the following box if you have not completed any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for proposals (the Commonwealth reserves the right to determine in its sole discretion whether to allow such waiver)
1048709
Page 44 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ATTACHMENT E
Sample Budget Justification
A Salaries and Wages ndash Senior Personnel The principal Investigator Dr Flint will work full time (100 effort) on the project for two months every summer of the three-year project period Her compensation is calculated on the basis of 2-ninths of her base academic salary of $____________ She will be responsible for overall project direction and coordination for assuring successful project completion including g submission of progress reports as required Dr Flint will supervise the graduate student be responsible for the review of the field-testing data and comparison with the experiment6al model and will prepared manuscripts for publication
B Salaries and Wages ndash Other Personnel A total of $___________is requested to fund one graduate student 50 effort during academic year and 100 for 2 summer months is requested for the entire three-year project The graduate student will be involved with the collection of survey data and its review and analysis analysis of the field test data and development of the experimental model
C Fringe Benefits Fringe Benefits are calculated at 1887 for faculty during the summer 30 for faculty during the academic year and 10 for students The total fringe for the project is _______________
D Permanent Equipment A high performance universal super computer (model 4870) is requested ($117500) This equipment is essential for the completion of the project An older model of this resource is available to the department however it is in continuous use by Dr Smith on his NSF-supported project entitled Acquisition of High Performance Computer (No 444)
E Travel1 Domestic Travel Out of state travel costs are based on current average
round trip airfare on domestic air carriers and the per diem rate for hotel meals and expenses estimated by the General Services Administration In each year of the project we are requesting funds to cover the cost of the PI and one student to attend and present at 3 conferences annually at approximately $1000 per person per trip for a total of $12000 over two years (2 individuals x 3 conferences x $1000 x 2 years = $12000)
2 Foreign Travel Not Applicable
F Participant Support Costs Not Applicable1 Stipends Not Applicable2 Travel Not Applicable3 Subsistence Not Applicable4 Other Not Applicable
Page 45 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
G Other Direct Costs1 Materials Supplies and Equipment A total of $3000 is requested for
materials including plastic ware ($500) chemicals and reagents ($500) gases ($250) photographic expense ($1000) and other essential project-related supplies ($750)
2 Publication CostsDocumentationDissemination A total of $1000 is requested for printing copying and dissemination
3 Consultant Services Not Applicable4 Computer Services Not Applicable5 Subawards Not Applicable6 Other Not Applicable
H Total Direct Costs $_______________________
I Total Direct and Indirect Costs $___________________
J Residual Funds None
K Amount of this Request $________________
L Cost Sharing Proposed Level Not required
M Multiple Year Project
If this is a multiple year project include the following
Year in which project began____________________________
Anticipated years remaining for project___________________
Estimated total cost of project___________________________
N Other Funding SourcesIf funding is also being sought from other sources to support the proposed project indicate the following
Source_____________________________________________
Amount ___________________________________________
Page 46 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
ATTACHMENT F
OFFEROR INFORMATION SHEET (Tab 2)
Please print or type your response
__________________________________________________________________Name of OfferorFirm
__________________________________________________________________Name of Project
Is this a continuing project funded by VA Wine Board _____ Yes _____ No
If yes state year _____ of_____ years
Outline payments to date and multi-year budget clarification regarding how awarded funding was utilized in the previous year ____________________________________________________________________________________________________________________________________________________________________________________
Does this proposal request funding beyond FY15 (7114 ndash 63015) _____ Yes _____ No
__________________________________________________________________Offerorrsquos Project (if applicable)
__________________________________________________________________Total Requested Amount
__________________________________________________________________Total Amount Previously Awarded
__________________________________________________________________Name of Primary Point of Contact
__________________________________________________________________Telephone Number
__________________________________________________________________E-Mail Address
Page 47 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
COMMONWEALTH OF VIRGINIA Attachment GVA Department of Agriculture amp Consumer Services
Project Financial Report
Grant Agreement Number
Federal Taxpayer ID
Grantee
Contact Person Invoice Payable toTelephone No
Project Title
Reporting Quarter Dates712014 6302015
(beginning) (ending)
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Contractual $ -
$ - $ - $ -
$ -
7 Construction $ -
$ - $ - $ -
$ -
8 Other Direct $ -
$ - $ - $ -
$ -
TOTAL $ -
$ - $ - $ -
$ -
MATCH FUNDS
Description Budget Previous ExpendituresCurrent Expenditures
Cumulative Expenditures Unexpended Balance
1 Personnel $ -
$ - $ - $ -
$ -
2 Fringe $ -
$ - $ - $ -
$ -
3 Travel $ -
$ - $ - $ -
$ -
4 Equipment $ -
$ - $ - $ -
$ -
5 Supplies $ -
$ - $ - $ -
$ -
6 Volunteer Hours
$ -
$ - $ - $ -
$ -
7 Indirect $ -
$ - $ - $ -
$ -
8 Waived $ $ $ - $ - $ Page 48 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49
- - -
TOTAL $ -
$ - $ - $ -
$ -
Total Reimbursement Request
$ -
Authorized Signature
Date
Page 49 of 49