Action Plan and Budget - ADVID · Património Mundial”), including the redefinition of the size...

ADVID ■ Douro Demarcated Region Wine Cluster – Action Plan and Budget 2013

Action Plan and Budget

2013

ADVID ■ Douro Demarcated Region Wine Cluster – Action Plan 2013

2

Contents 1. Executive Summary ..........................................................................................................................................................................................3

2. Social Organs .....................................................................................................................................................................................................4

3. Members ............................................................................................................................................................................................................5

4. Objectives and Strategy....................................................................................................................................................................................8

5. Operational Resources .................................................................................................................................................................................. 12

5.1. Human resources ................................................................................................................................................................................... 12

5.1.1. Functional responsibilities .......................................................................................................................................................... 12

5.2. Financial resources ................................................................................................................................................................................ 13

5.3. Material resources ................................................................................................................................................................................. 13

6. Strategic lines of development (Flagship Projects) .................................................................................................................................... 14

6.1. Climate change ....................................................................................................................................................................................... 15

6.1.1. Impact of Climate Change on Viniculture in the Douro Demarcated Region ......................................................................... 15

6.1.2. Modelling the Evolution of RDD Wine Quality .......................................................................................................................... 16

6.1.3. Short-term climate change mitigation strategies for viticulture (ClimVineSafe) ................................................................... 16

6.1.4. Management of grapevine water and heat stresses ................................................................................................................ 16

6.2. Zonation and three-dimensional mapping of the viticultural potential using a microzoning approach ........................................ 17

6.3. Functional Biodiversity in Viticulture ................................................................................................................................................... 17

6.3.1. Biodivine (Demonstration of the functional biodiversity in vineyard landscapes)................................................................. 17

6.3.2. Ecological infrastructures in the biological protection of conservation against vineyard pests, in the RDD ...................... 18

6.3.3. Maximising Vineyard Ecosystem Services ................................................................................................................................. 18

6.4. Evaluation of the oenological potential of grapes............................................................................................................................... 18

6.5. Preservation of the genetic variability of wine grape varieties .......................................................................................................... 19

6.6. Sustained viticulture production .......................................................................................................................................................... 19

6.7. Rationalisation of hillside vineyards ..................................................................................................................................................... 20

6.7.1. Economic observatory ................................................................................................................................................................ 21

6.8. Competency development – Training and Dissemination .................................................................................................................. 21

7. Communication and Dissemination ............................................................................................................................................................. 24

7.1. Production of knowledge support material ........................................................................................................................................ 24

7.2. Knowledge acquisition........................................................................................................................................................................... 24

7.2.1. Participation in events ................................................................................................................................................................ 24

7.2.2. Training ........................................................................................................................................................................................ 24

7.3. Knowledge transfer ............................................................................................................................................................................... 24

7.3.1. ADVID website– www.advid.pt ................................................................................................................................................. 25

7.3.2. Dissemination Events .................................................................................................................................................................. 25

7.3.3. ADVID Prize - 2013 ...................................................................................................................................................................... 26

7.3.4. Dynamisation of complementary projects ................................................................................................................................ 26

8. Support Services for Good Agricultural Practices ....................................................................................................................................... 26

8.1. Services financed by quotas .................................................................................................................................................................. 26

8.2. Invoiced services .................................................................................................................................................................................... 29

8.2.1. Viticulture .................................................................................................................................................................................... 29

8.2.2. Oenology ...................................................................................................................................................................................... 29

8.3. Future Plans............................................................................................................................................................................................ 29

9. Administrative and Accounting support ...................................................................................................................................................... 29

10. Institutional Relations ................................................................................................................................................................................... 29

11. Glossary ........................................................................................................................................................................................................... 31


3

1. EXECUTIVE SUMMARY

The Action Plan for 2013 is a continuation of the Action Plan defined and approved for the 2009-2012 period as an

instrument for the development of viticulture in the Douro Demarcated Region. The Action Plan is necessitated

upon the recognition of ADVID as the managing entity of the Douro Demarcated Region Wine Cluster and because

certain Flagship Project applications are still ongoing.

The official recognition of the Douro Region Wine Cluster and of ADVID as the managing entity will cease in late

2012 / early 2013, and there are still no concrete indications regarding the future of the EEC. However, regardless of

the official recognition of the EEC, the Douro Region Wine Cluster will continue its mission with ADVID as a

dynamising entity to achieve its vision of a "Sustainable Viticulture Sector", which is why the ADVID exists.

Moreover, the approaching end of the Community Framework IV (“IV Quadro Comunitário”) without actual

knowledge of the PAC post 2013 and the consequences it may bring to Douro Region Viticulture means that this

year we will give special emphasis to reflection and to defining strategies for the Future of ADVID, defining as

priorities the internal organisation and improving processes/procedures of ongoing activities, and drafting and

presenting the ADVID Strategic Plan for 2014-2018.

The results of several ongoing projects have allowed us to prepare the Handbook of Sustainable Viticulture

(“Manual da Viticultura Sustentável”), a vital tool for regional development. As part of these projects, we highlight

the events that will take place:

Symposium “Management of water and heat stress in hillside vineyards” - Presentation of the results of

the RDD regarding the management of water relations with the participation of prominent researchers in

the field of ecophysiology and water stress.

Symposium “Biodiversity” - Presentation of the results of work conducted in the three ongoing RDD

actions, "Demonstration of functional biodiversity in vineyard landscapes", "Ecological infrastructures in

the biological protection of conservation against vineyard pests" and "Maximising vineyard ecosystem

services" with the participation of internationally recognised researchers on this topic.

We will continue to develop skills for communication and dissemination, to reinforce networking, to promote the

transfer of knowledge from the scientific and technological sectors to winemaking companies and to improve

technical support to members.

From the point of view of the relationship between ADVID and its members, and the dissemination and training

actions developed through workshops, symposia, bulletins and circulars, we will operationalise the communication


4

platform developed in 2012 through the Net Platform, which will enable members to monitor all activities

developed by ADVID at its farm.

We will continue to develop, in conjunction with the Porto School of Economics (“Faculdade de Economia do

Porto”), a database on the cost of cultural operations, combined with other elements related to income to create

the "RDD Economic Observatory" (“Observatório Económico da RDD”), a fundamental tool for economic

evaluation for each moment of the biological assets of the vineyard.

In a continuation of the actions taken in 2012 in relation to biodiversity, including "Birdwatching", and considering

that the trials established in members’ farms aim to reduce costs but also add value to wines made from these

grapes by increasing the hygiene and nutritional quality, as well as to improve the environment and add value to

the landscape, we intend to continue to develop strategies that allow members to demonstrate and present the

grapes’ positive qualities during visits from customers, opinion makers and tourists.

We intend to continue to take a very active role among national wine policy makers, devising proposals that meet

the guidelines of the hillside viticulture, classified as World Heritage (“Viticultura de Encosta, classificada como

Património Mundial”), including the redefinition of the size of the RDD vineyard. The RDD is a mountainous region,

the main crop of which is grapes, which has encountered increased costs relative to other viticultures, and this

vineyard region has generated the landscape, culture, World Heritage classification and, hence, the attractiveness

to tourists.

However, this economic activity, the vineyard, in addition to being localised to mountainous regions has, and

desires, to preserve the conditions for a Heritage classification, which entails increased costs not only from the

techniques used for the cultivation of the grapevines and the sustainability of the territory but also from increased

expenditures of time and money with public bodies to obtain opinions and authorisations to restructure the

vineyard or the cellar, that is, have a set of obligations that do not generate benefits, such as zones classified as

“Rede Natura” (Natural Networks).

With this Action Plan, we intend to take one more step to realise the established view, i.e., to consolidate the

position of ADVID as the main platform for knowledge dissemination/evaluation of problems between universities,

research institutions, bodies of central and regional power and winemaking companies and aim to stimulate

entrepreneurship and to enhance the competitiveness of the wine sector.

2. SOCIAL ORGANS

ADVID Social Organs during the 2012-2014 triennial

GENERAL ASSEMBLY


5

PRESIDENT: ADRIANO RAMOS PINTO VINHOS, S.A. Represented by: João Rosas Nicolau de Almeida VICE-PRESIDENT: NIEPOORT (Vinhos), S.A. Represented by: José Teles Dias da Silva MEMBER: ROZÈS, S.A. Represented by: António Fernando da Cunha Saraiva

ADMINISTRATION

PRESIDENT: SOGEVINUS FINE WINE, S.A. Represented by: José Manuel Meneres Manso MEMBER: W. & J. GRAHAM & Company, S.A. Represented by: Carlos Alberto Soares Caldeira MEMBER: SOGRAPE VINHOS, S.A. Represented by: António Américo da Rocha Graça MEMBER: QUINTA DO VALLADO - SOC. AGRÍCOLA, LDA. Represented by: Francisco Spratley Ferreira MEMBER:

FINANCIAL COUNCIL

PRESIDENT: C.ª GERAL DA AGRICULTURA DAS VINHAS DO ALTO DOURO [GENERAL AGRICULTURE COMPANY OF ALTO DOURO WINES] Represented by: Pedro Silva Reis MEMBER: CHURCHILL GRAHAM, LDA. Represented by: John Graham MEMBER: Manuel Maria Gonçalves Mota


6

LIST OF MEMBERS

EFFECTIVE MEMBERS Quinta dos Avidagos, Lda. Quinta Geração – Vinhos, Lda. Adriano Ramos Pinto - Vinhos, S.A. Quinta Nova de Nossa Senhora do Carmo, S.A. C.ª Geral da Agricultura das Vinhas do Alto Douro Rumo, Sociedade Agrícola, Lda. Churchill Graham, Lda. Sapec Agro, S.A. Niepoort (Vinhos), S.A. Saraiva & Filhos, Lda. Quinta do Noval - Vinhos, S.A. Silva & Cosens, Lda. Rozès, S.A. Sinergiae - Ambiente, Lda. Sociedade Vinícola Terras de Valdigem, S.A. Sociedade Agrícola da Quinta do Alvito, Lda. Sogevinus Fine Wines, S.A. Sociedade Agrícola da Quinta do Vale de Malhadas, Lda. Sogrape Vinhos, S.A. Sociedade Agrícola da Quinta do Vesúvio, Lda. W. & J. Graham, Ca. Sociedade Agrícola de Vila Velha, Lda. Sociedade Agrícola dos Canais, Lda. COLLECTIVE MEMBERS Sociedade Agrícola José Mesquita Guimarães, Lda. Sociedade Agrícola Quinta da Sequeira Nova, Lda. A. Monteiro & Pôncio, Lda. Sociedade Agrícola Quinta da Teixeira Velha, Lda. Bayer CropScience Portugal, Lda. Sociedade Agrícola Quinta do Beato, Lda. Beloxisto - Turismo Rural e Agricultura, Lda. Sociedade Agrícola Quinta do Todão, Lda. Biosani - Agricultura Biológica e Protecção Integrada, Lda. Sociedade Agrícola Quinta Seara D'Ordens, Lda. Cabanas - Sociedade Vitivinícola, Lda. Sociedade Agroturistica da Casa dos Barros, Lda. Casa Agrícola Horta Osório, S.A. Sogevinus Quintas, S.A. Casa de Vilarelhos, Sociedade Agrícola, Lda. Symington Vinhos, S.A. Cockburn & Ca., S.A. Syngenta Crop Protection, Lda. Coimbra de Mattos, Lda. VCC, Unipessoal, Lda. Duorum Vinhos, S.A. Veredas do Douro - Sociedade Agrícola, Lda. E.I. Empreendimentos e Investimentos Agrícolas do Douro, S.A. Warre & Companhia, SA. Esmero – Sociedade de Vinhos, Lda. Wine & Soul, Lda. F. Albuquerque e Filhos - Sociedade Agrícola, S.A. F. Olazabal & Filhos, Lda. INDIVIDUAL MEMBERS Fundação da Casa de Mateus In Vino, Sociedade Agrícola, Lda. Afonso do Vale Coelho Pereira Cabral, Herdeiros João Brito e Cunha, Lda. Alfredo Fernandes Teixeira Constantino, Cabeça de Casal da Herança de João Nicolau de Almeida & Filhos, Lda. Álvaro Martinho Dias Lopes José Maria Pires – Qta. Vale de Locaia, Soc. Unipessoal, Lda. Ana Maria Lencastre Sousa Soares Freitas José Viseu Carvalho & Filhos, Lda. Ana Paula Moreira Filipe de Castro Lemos & Van Zeller, Lda. Ana Rita Forjaz Teixeira Leal Fráguas Montez Champalimaud, Lda. André Correia Cigarro Brás Néctar da Sabedoria - Vinhos e Enoturismo, Lda. Antónia Maria Ponce Leão Bettencourt Mesquita de Araújo Pacheco & Irmãos, Lda. António Caetano Sousa Faria Girão Pagamo Meco, S.A. António Carlos Sobral Pinto Ribeiro Prats & Symington, Lda. António da Cunha Carvalho Quinta da Carvalhosa, Sociedade Agrícola, Lda. António dos Santos Cigarro, Cabeça de Casal da Herança de Quinta da Jusã - Soc. Imobiliária e Turística, S.A. António José Silva Fonseca Gonçalves Mendes Quinta da Rosa - Vinhos, S.A. António Manuel da Costa Lima Acciaiuoli Dória Quinta da Foz do Pinhão - Sociedade Agrícola, Lda. António Manuel Rodrigues de Queiróz Quinta do Grifo - Sociedade Agrícola, S.A. António Manuel Vicente Almeida Quinta da Xandica - Sociedade Unipessoal, Lda. António Manuel Vilhena Andrêz Quinta das Apegadas, Sociedade Agrícola, Lda. António Rodrigues de Carvalho Quinta de D. Matilde - Vinhos, Lda. Armando Filipe Lacerda Queirós Quinta do Crasto, S.A. Arnaldo Hibon de Campos Quinta do Infantado, Vinhos do Produtor, Lda. Artur Luís Vinhal Graça Guimarães Serôdio Quinta do Osório, Lda. Bernardo Maria Freire Albuquerque Nápoles de Carvalho Quinta do Passadouro, Sociedade Agrícola, Lda. Bertilde Botelho Elias Quinta do Pessegueiro - Sociedade Agrícola e Comercial, Lda. Carlos Alberto Sousa Sampaio Magalhães Quinta do Querindelo, Lda. César Augusto Correia de Sequeira Quinta do Sairrão, Sociedade Agrícola, S.A. Charles Andrew Nunes Symington Quinta do Vallado - Sociedade Agrícola, Lda. Domingos Guilhermino dos Reis Alves de Sousa


7

INDIVIDUAL MEMBERS (continuation) Natália Neusa Correia Cigarro Miranda Brás Paul Douglas Symington Eduardo Francisco Bessa da Costa Seixas Pedro Pinto da Cunha Rola Eunice Luís Silva Fonseca Gonçalves Mendes Peter Ronald Symington Fernando de Sousa Botelho Albuquerque Pompeu Barros Viseu Francisco Júlio Marinho Oliveira Passos Pôncio Martins Ribeiro Inês Sofia Gomes de Sousa Botelho Albuquerque Tomás Guedes de Almeida Holtreman Roquette Isabel Maria da Costa Fevereiro Vicent Bouchard João Baptista de Castro Girão de Azeredo Leme João Henrique Pereira da Silva e Sousa Pessanha Martins Moreira HONORARY MEMBERS João Manuel Araújo dos Santos João Pereira Rebelo Acácio Manuel Poças Maia Joaquim Norberto Campos Rodrigues dos Santos Alexandre José Pina de Carvalho John Andrew Douglas Symington António Rocha Pinto Jorge Bernardo Lacerda de Queirós António de Vasconcelos Maia Jorge Botelho Elias António J. Albuquerque de Oliveira Quinta Jorge Rosas Vinhos Unipessoal, Lda. António J.S. de Oliveira Bessa José Agostinho Fernandes Lacerda António Jorge Ferreira Filipe José Alberto Pinto de Azevedo Charles Andrew Nunes Symington José António Teixeira Martins Christian Seely José Arnaldo Coutinho Cristiano José Seabra Van Zeller José Carlos de Morais Calheiros Cruz, Herdeiros Fernando Bianchi de Aguiar José Correia Barrigas de Azevedo Fernando Luís Van Zeller José Luís Matos Rodrigues de Figueiredo Francisco Barata Tovar José Manuel Morais Barata George T.D. Sandeman José Maria Ramos, Herdeiros João Manuel M. de Almeida Barros José Ramos da Fonseca João Pedro Larangeiro Ramalho Laura Maria Osório de Meneses Braga Coutinho Albuquerque Nápoles John Gordon Guimarães Laura Maria Valente Barreto Nogueira Regueiro José Alfredo Pinto Gaspar Luís Baptista Pinto de Figueiredo, Cabeça de Casal José Manuel Froés Burguete de Sousa Soares Macário de Castro da Fonseca Pereira Coutinho José Maria d’Orey Soares Franco Manuel Cândido Pinto de Oliveira Manuel Ângelo Oliveira de Almeida Barros Manuel da Costa Pinto Hespanhol Miguel Côrte-Real da Silva Gomes Manuel Fernandes Lebres Nuno d’Orey Cancela de Abreu Manuel Joaquim Freire D'Almeida Gouveia Nuno Pizarro Magalhães Manuel Mouzinho de Albuquerque de Mascarenhas Gaivão Pedro Miguel Cunha de Sá Maria Adelaide Pinto dos Santos Peter Ronald Symington Maria Alcina Fortes de Carvalho Maria Amélia Branco Xavier de Araújo Maria Amélia Cyrne Correia Pacheco Lobato Faria Maria Antónia de Nazaret Bernardo Azevedo Narciso Maria Beirão Costa Pinto Almeida Silva Maria Celina Gomes Parente do Patrocínio Maria da Graça Almeida Ferreira de Sousa Pizarro Maria da Graça Lacerda de Queirós Maria de Fátima Pimentel Teixeira Correia Tavares de Figueiroa Rego Maria Emília Miranda de Sousa Leite Lobo D'Ávila Maria Etelvina Ferreira Trigo Pereira Carneiro Maria Henriqueta Janeiro Pinto da Silva Maria Isabel Junqueiro Sarmento Gomes Mota Maria Luísa da Graça Paulo Ferreira da Rocha Maria Manuela Matos Silva Fonseca Maria Manuela Pizarro Montenegro Seixas Fego Maria Manuela Vasques Osório de Amorim Maria Natália Lameirão Monteiro de González Maria Paula Carmona de Abreu de Azeredo Malheiro Girão Maria Virgínia Borges Gonçalves Costa Mendes Mário Joaquim da Rocha Braga, Herdeiros Mário Joaquim Mendonça Abreu Lima


8

3. MEMBERS

Graph 1 – Evolution of the Member Structure

4. OBJECTIVES and STRATEGY

The activities performed since the creation of ADVID allowed for the presentation of an application in 2008 to

compete for a coherent set of integrated initiatives in the Action Plan for the 2009-2012 period, which came to be

recognised as a collective efficiency strategy, known as the Douro Demarcated Region Wine Cluster, and ADVID

was recognised as its managing entity.

Official recognition will end in late 2012 / early 2013 with no concrete indications regarding the future of the EEC.

However, the Douro Region Wine Cluster, regardless of its official recognition as EEC, will continue its mission, as

defined by the members and partners, to "dynamise and consolidate the wine production sector in the Douro

Region, through a sustainable technological strategy applied to all its parties" and with the ambition (vision) "be an

environmentally, economically and socially sustainable industry, driven by a networked culture of cooperation for

the reduction of threats and optimisation of opportunities”.

Additionally, ADVID's statutes define its reason to be, i.e., "the study, experimentation, demonstration and

dissemination of winemaking techniques appropriate to the specific characteristics of the Douro Demarcated

Region, in view of the competitiveness and quality of wines in national and international markets, on its own or in

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013Individual members 122 137 151 129 128 123 115 112 107 96 91 92Collective Members 40 46 51 47 51 56 55 60 63 69 69 72Effective members 11 13 13 11 11 9 9 9 10 11 10 10Fixed quotas (€'000) 106,44 123,84 128,52 111,48 113,76 104,16 102,60 105,24 107,46 118,34 113,94 114,90Variable quotas (€'000) 202,77 219,18 237,76 234,23 206,61 174,57 140,14 108,02 118,43 124,41 116,28 116,28Total quotas (€'000) 309,21 343,02 366,28 345,71 320,37 278,73 242,74 213,26 225,89 242,75 230,22 231,18

0

50

100

150

200

250

300

350

400


9

collaboration with state or private, domestic or foreign agencies or services and also to represent and defend the

interests of members before all official or private, national, regional or international entities. Finally, it will also

promote professional training, technical support for integrated production and biological production and the

promotion and protection of environmental assets and landscape of the RDD”.

"The results of the actions undertaken and studies will be made public in a way to be available to the Douro

winemakers, through publications, courses, seminars and other dissemination methods that the administration

deems appropriate”.

.

If we analyse the reasons for its existence, the ideals of the Cluster and ADVID, and the results obtained in

connection with research organisations, we are led to conclude that regardless of official recognition, ADVID is the

natural driving entity of the Douro Region Wine Cluster.

Our strategic objectives are

Increase the membership base and consequently increase the resources available to develop and

dynamise the Cluster;

Promote and increase investment in R&D and business innovation through mobilising projects with added

value in the winemaking industry;

Increase the level of technical and economic expertise of the sector as a factor for the competitiveness of

companies in Portugal and worldwide;

Optimise, capture and disseminate knowledge in the region as a way to improve winemaking practices,

ADVID is an association created in 1982 with a mission to promote the Sustainable Development of Douro

Viticulture, seeking to base its action in fundamental values:

The culture of identity, rigor and commitment;

A flexible, cohesive and enthusiastic team;

The sharing of information and knowledge;

Creativity and innovation;

The primacy of Members;

Striving for excellence.

The vision of ADVID is to, "be an aggregator unit, promoting cooperation and networking of companies and other

parties relevant to the development of the sector, and be recognised as a reference platform for the sustainable

development of viticulture, for its ability in transfer knowledge and determine the problems of Douro Viticulture”.


10

increasing the value of local human capital;

Develop methodologies that increase the operational efficiency of wine production;

Raise public and private investment in the region;

Establish platforms to concentrate scientific knowledge and to support the initiatives of economic agents

for the innovation of processes and products;

Create support services for companies.

To achieve these goals, an Action Plan was defined that aims to generate innovation, skills and the modernisation

of companies from the sector and to foster the emergence of agglomeration economies through cooperation and

networking.

The Action Plan consists of the following efforts:

1. Strategic Lines of Development (Flagship Projects)

This set of projects arose from the problems, needs and/or opportunities identified by all members and

partners and will be developed under different support programmes or by using our own funding along

with the involvement of the SCTN structures: universities, technology centres and national and regional

institutions focused on research, regulation and development.

2. Complementary Projects

Projects for individual action or cooperation between companies will aim to promote the technological and

commercial development of companies. In this context, we disclose the tools available for their funding,

including the incentives of the QREN, PRODER, RARRV and Promotion in Third Countries, where projects of

interest to member companies can be introduced. We will also disclose tax benefits that may occur

through deductions for expenditure on R & D in the SIFIDE (Sistema de incentivos fiscais à I&D empresarial

[tax incentive system for business R & D]) programme.

3. Network Dynamising and Motivation Actions through meetings and work sessions with members,

partners and counterparts.

4. Stimulation of Knowledge Communication and Dissemination through the production of knowledge

support material; conducting training courses, workshops, colloquiums and seminars and participating in

events for the dissemination of the work performed.

5. Support the Management of Good Agricultural Practices in the RDD.

6. Development of Partnerships and Institutional Relations. In a continuation from previous years, we will

strengthen ties with the institutions with which we already maintain partnership protocols and foster

partnerships with other relevant organisations for the development of winemaking in the Douro Region.

The objectives will be achieved if the targets proposed for each indicator are achieved. The table below presents

the indicators and the respective targets we intend to achieve in 2013 with reference to the year 2009.


11

Result indicators

Proposed indicator Unit

Targets defined in 2009 to be met by the

project’s end, 2013

2012

2013

Change in the no. of members (2009 – 178 members) % 10 -3.9 -1.7

Training actions and dissemination events No. 30 125 150 Technical information disseminated and publications released to the public

No. 200 171 220

Hours expended by the technical structure under training No. 500 900 1400

Technical services provided by the Association No. 10 7 8

Reference plots in the ADVID network No. 15 22 22

New production processes developed No. 12 7 8

Preservation of grape genetic variability Varieties 50 50 70

R&D projects conducted No. 20 10 13

Projects with intervention from SCT bodies No. 15 8 11

Increase in Cluster R&D expenses % 50 - -

Increase in the no. of researchers in ADVID and main partners No. 10 - -

Participation in international R&D programmes No. Projects 5 1 3

Projects approved with government funding No. 20 8 11

Level of financial execution of projects % - - 100% Impact indicators

Proposed indicator Unit

Targets defined in 2009 to be

met by the project’s end,

2013

2012

2013

Environmental awareness actions No. 10 60 75

Increase in the appeal of RDD – No. of visitors % 20 - -

Increase in RDD exports (2009 – 327 x 106 €) % 1 5.6 (2011) 6

Change in income (increase in business volume) (2009 – 446 x 106 €)

% 5 2.5 (2011) 5

Reduction in production costs % 20 - -

Production units that require modernisation No. 500 >500 >500

Creation of qualified work positions - Level IV or higher No. 50 4 5

Change in workforce skill levels % 20 14 17

No. of companies that move from SME to larger-sized enterprises No. 3 - -

Result demonstration and dissemination actions/sessions No. 30 125 150 Technical information disseminated and publications released to the public No. 200 171 220

Projects with national/international dissemination No. 5 10 13

The targets set for 2013 in this action plan for some of the indicators are less ambitious than those set in 2009,

namely,

Change in the number of members

Technical services provided by the Association

New production processes developed

R&D projects conducted

Projects with intervention from SCT bodies


12

Participation in R&D international programmes

Projects approved with government funding

Creation of qualified work positions - Level IV or higher

Change in workforce skill levels

The seemingly negative change in the number of members is due to a decrease in the number of

individual members, which, in reality, corresponds to a positive evolution of the economic fabric of the

region and of our members, which has evolved into more structured forms of organisation, namely, into

business structures, which is easily demonstrated by the increased value generated by quotas.

Regarding the other indicators, differences arise from the current situation and the lack of government

funding opportunities for the Strategic Lines of Development (Flagship Projects), which affects the

various planned activities.

We chose not to include the indicators, "Increase in Cluster R&D expenses", "Increases in the no. of

researchers in ADVID and main partners ", "Increase in the appeal of RDD - No. of visitors ", "Reduction in

production costs", "No. of companies that move from SME to larger-sized enterprises" because of the

difficulty in obtaining accurate figures for these indicators from official bodies.

5. OPERATIONAL RESOURCES

5.1. Human resources

The ADVID team includes 9 full-time collaborators and the support of one collaborator on a retainer basis for

administrative and accounting duties. For 2013, it is expected to add 5 interns to the team (2 professional

internships and 3 internships through the research and development projects).

5.1.1. Functional Responsibilities

- Rosa Amador – General Director - Fernanda Almeida – Communication and Dissemination

- Hugo Pinto – Administration and Accounting Services

- Fernando Alves – Technical Director

- Jorge Costa - Agro-Environmental and Hillside Vineyard Measures - Cristina Carlos – Biodiversity and Protection against Pests - Maria do Carmo Val – Disease Prevention and Biological Viticulture - Branca Teixeira – Soils and Climatic Data - Paulo Costa - Oenology and Plant Material


13

5.2. Financial Resources

2012 2013

Effective members 10 10

Collective members 69 72

Individual members 91 92

Fixed quotas ('000€) 113.94 114.90

Variable quotas ('000€) 116.28 116.28

Other 10.14 27.41

Total ('000€) 240.36 258.59

5.3. Material Resources

Material No.

Laptops 10

Desktops 3

Notebook 1

GPS 1

Multifunction printers/ fax machines 2

Colour inkjet printer 1

Multifunction copier 1

Multimedia projector 1

Camera 3

Vehicles 5

Spectrum radiometer 1

Pressure chamber 4

Centrifuge 1

Titrator 1

Blender 2

Potentiometer 1

UV / visible spectrophotometer 1

Cup washer 1

Bench-top refractometer 1

Pocket refractometer 1

Deioniser 1

Monitoring cameras 9

Soil humidity probes 2

RAC 1

Server 1

Data loggers 4

Weather stations 5

Binocular microscope 2

Microscope 1

Oven-dryer 1

Microvinification tanks 10

Mini - press 1


14

6. Strategic Lines of Development (Flagship Projects)

Box I presents the current structure of the Action Plan flagship projects. Next, we describe the main objectives and

present a summary of actions planned for 2013. Box II presents the financing structure.

Box I – Evolution of the dynamics of various ongoing actions

2009 2010 2011 2012 2013

Flagship projects Main projects / support activities 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Climate change impacts on RDD Viticulture

Climate change impacts on the Douro Region Viticulture Modelling the evolution of RDD wine quality ClimVineSafe – Short-term climate change mitigation strategies Management of grapevine water and heat stresses

Zonation of RDD winemaking potential

Spatial analysis of RDD cartography Zonation interface platform – application submission

Functional biodiversity in viticulture

BioDiVine (Demonstration of biodiversity in the vineyard landscapes) Ecological infrastructures for biological protection against vineyard pests Maximisation of vineyard ecosystem services

Assessment of Oenological Fitness of Grapes

Preparatory study of methodologies Project in preparation for application

Biodiversity Preservation of Wine Grape Variety

Prospecting, identifying and collecting wine grape varieties Assessment of the behaviour of Tinta Roriz clones Clonal selection of RDD varieties

Sustained viticulture production

Thematic Information and Dissemination Network Network of reference plots

Rationalising the Implementation of Hillside Vineyards

Rationalising vineyards – Mapping landslides

Competency development – Training and Dissemination

SIAC-COMPETE Training needs and content development

POPH Training Legend:

Project preparation Application preparation / submission / analysis Projects and actions underway

6.1. Climate change

Objectives: Anticipate scenarios and impacts of climate change on the Douro Region and evaluate the impact of

climate change on grapevine productivity and the wine quality obtained. Build routes to mitigate the effect of

climate change, providing the sector with the appropriate tools to manage grapevine water relations and to model

soil/plant/atmosphere relations.

This flagship project is currently supporting four actions:


15

6.1.1. Impact of Climate Change on Viticulture in the Douro Demarcated Region

Analyse reference data for the Douro Region: productivity, phenology, maturation;

Support the development of products to enhance the spatial resolution of climate data for the region

in cooperation with the ClimVineSafe project;

Continue to develop a zoning model of regional production variability;

Develop a cartographic model and assess the impact of climate change on the phenology of the main

Douro wine grape varieties;

Participation in the project EUPORIAS (European project coordinated by the School of Sciences of the

University of Lisbon, Dom Luiz Institute (Faculdade de Ciências da Universidade de Lisboa, Instituto

Dom Luiz – FCUL/IDL)), the primary objective of which is the development of medium-term climate

scenarios to support viticulture management;

Develop a model that provides a perspective of climate change on the scale of RDD using outputs

from regional atmospheric circulation models according to the IPCC scenarios and in combination

with historical series of regional climatic elements (action integrated in the ClimeVineSafe project);

Develop an application for the European programme (FP7-GMES) for the establishment of a platform

for providing vineyard monitoring services and for supporting water stress management.

6.1.2. Modelling the Evolution of RDD Wine Quality

Continue to support the development and calibration of a reference index for vintage quality. PhD

Project from the School of Engineering of the University of Porto (Faculdade de Engenharia da

Universidade do Porto – FEUP);

Organise the annual tasting of vintage wine. In 2013, the tasting of vintage white wines will be

included in the current model.

6.1.3. Short-term climate change mitigation strategies of viticulture (ClimVineSafe)

Evaluate the effects of kaolin (K) as a protective agent for leaves during periods of intense sunlight

and heat, and silicon (Si) as a micronutrient beneficial in the physiological induction of stress

tolerance;

Conduct trials in pots and in a commercial vineyard with 3 red wine grape varieties. Evaluate

grapevine physiological, viticultural and oenological behaviour;

In 2013, continue the field trial started for the Touriga Nacional and Touriga Franca varieties with the

expectation of extending a third variety;

Assess the effects of radiation and temperature on the qualitative parameters of grape bunches;


16

Disclosure of the preliminary results of the project.

6.1.4. Water and heat stress management of the grapevines

Objectives: Evaluate grapevine water stress to guide practices that promote efficient water use by the

grapevine and to maximise their qualitative potential. Develop methodologies that can potentially lead to the

creation of services available to members that are associated with remote sensing methods for the evaluation

of the water status of the vineyard, the progression of the leaf area index and normalised vegetation indices.

To this effect, ongoing reference trials in the region (4 locations) will be continued in plots to integrate the

network of demonstration plots, highlighting the following actions:

Monitoring the evolution of base water potential;

Evaluating the effect of different water regimes on production and qualitative parameters;

Modelling the response of the grapevine at different levels of water and thermal stress.

6.2. Zonation and three-dimensional mapping of the viticultural potential using a microzoning approach

Objectives: Contribute to the organisation of winemaking land use based on techniques used to evaluate the

qualitative potential of classes of homogeneous "terroir", which will be defined in the RDD winemaking area

by the integration of environmental data (climate, geology, geomorphology, vegetation, forms of use and soil

properties). Provide the tools to support microzoning in support of technical decisions and winemaking

management.

Consolidate the application consortium group and project interest group;

Consult scientific system entities and companies providing microzoning support tools;

Encourage the application of cartographic materials prepared under the Climate Change project for

spatial analysis of the region ;

Formalise the application.

6.3. Functional biodiversity in viticulture

Increase the functional biodiversity in vineyards (value creation), add value to the establishment of green

corridors and reduce the level of pesticide inputs, a line of action that is supported by three projects, with

respective actions being scheduled for 2013.

6.3.1. BioDiVine (Demonstration of functional diversity in vineyard landscapes)

Objectives: Demonstrate the biodiversity of vineyard landscapes and strengthen landscape structures to

foster biodiversity through additional conservation actions at the soil level through green corridors and by

promoting floral diversity and pest control practices.

Based on 6 demonstration sites in 3 countries, the main actions for 2013 for the Douro Region are the


17

following:

Installation of soil covers and hedges using local flora;

Encouraging biodiversity in vineyard headland;

Demonstrating practices to promote biodiversity in dry stone walls;

Taking advantage of existing ecological structures and contributing to the reorganisation of vineyard

borders and hedge installation.

The impact assessment of the conservation actions will be undertaken through monitoring the following

factors in 25 sites of the project’s trap network (each trap represents a buffer of 500 m):

Monitoring the arthropod population using the RBA method for 10 weeks;

Evaluating the floral diversity;

Evaluating the avifauna using samples from 3 time points;

Monitoring small mammals in the vineyard / ecological structure interface areas (9 sites);

Monitoring soil microbial activity;

As a component of a project that is also very focused on communication aspects, the project’s

website will be developed, and dissemination actions will be conducted. There will also be

participation in the project’s motivation network.

6.3.2. Ecological infrastructures in the biological protection of conservation against RDD grapevine pests

ADVID/UTAD PhD Project

Objectives: Contribute to increasing the functional biodiversity of the vineyards of the Douro Demarcated

Region through the establishment of an adequate network of ecological infrastructures (EIs - structures

comprised of, for instance, natural vegetation, covers, hedges, walls and woods) that are intended to increase

the performance of natural enemies of crop pests, especially those that act against the European grapevine

moth. These activities take place in three vineyards located in the Cima Corgo subregion with the following

tasks planned for 2013 in partnership with the Maximising Vineyard Ecosystem Services project.

6.3.3. Maximising Vineyard Ecosystem Services

Objectives: To increase and add value to the support services that a particular ecosystem (e.g., a network of

ecological infrastructure (EIs) for the region’s vineyards, including meadows, small traditional orchards, rural

paths and stone walls) can provide with regards to both reducing pesticide use and the national and

international projection of the Douro Region.

Characterisation of the main plant communities in the region and the identification of flowering

seasons for the component species;


18

Characterisation of the arthropod communities present in the plant communities and the

identification of plant species potentially more interesting for increasing arthropods that act against

the European grapevine moth;

Characterisation of arthropod / floral relations;

Development of a process to protect the RDD grapevines against the European grapevine moth using

mating disruption techniques;

Monitoring of auxiliary fauna and pest / parasitoid relationships;

Implementation of professional internships for support of activities;

Data organisation and processing – the development of scientific and dissemination studies;

Dissemination through workshops.

6.4. Evaluation of the oenological potential of grapes

Objectives: Establish criteria that associate measurable parameters in the grape with qualitative parameters

of wine and develop tools for the objective valuation of the raw material - grapes.

The following activities are planned for 2013:

Continue and strengthen the consultation of entities from the scientific system and establish

partnerships;

Conduct experimental tests to define the technology to be used;

Promote applications to support systems for project development;

Promote the development of the iGrape application.

6.5. Preservation of the genetic variability of wine grape varieties

Objectives: Search for and conserve statistically representative samples of the intra-variety genetic variability

of regional indigenous varieties. Prevent the erosion of the genetic patrimony accumulated over several

centuries.

For 2013 and since the beginning of Action 2.3.1. - Conservation and improvement of genetic resources

(“Conservação e Melhoramento dos Recursos Genéticos”) (PRODER) is not expected, and actions will be

limited to the use of our own resources and in collaboration with IVDP and DRAPN in the following tasks:

Identify and prospect wine grape varieties in the Trás-os-Montes wine zone;

Collect material for implementations in the plasma enhanced chemical vapour deposition (PECVD)

preservation field in Pegões under the coordination of PORVID to protect the genetic variability of the

different wine grape varieties.

Moreover, with only our own means, the following tasks will be undertaken:

Monitor two field trials for the evaluation of Tinta Roriz clones (Baixo Corgo and Cima Corgo),


19

established the use of the top-grafting technique, "innovation which will enable the process to

become more expeditious" for trial establishment;

Monitor the establishment of two new Tinta Roriz (Dao and Alentejo) fields using the top-grafting

technique, which will be complemented with two more fields in the Douro Superior to be installed in

2014. The aim is to install 6 fields (2 were installed in 2012) to allow for greater robustness in the

results;

Support the clonal selection fields installed in the region;

Support the member during the installation in the Douro Superior for the ampelographic collection of

RDD wine grape varieties.

6.6. Sustained viticulture production

Objectives: Collect and systematise information for supporting winemaking activities and for decision-making

for cultural interventions and to support research and development activities. Collaborate in the development

of a dissemination platform in cooperation with the project partners. The main actions to be undertaken are

Develop a sustainable viticulture programme for the RDD;

Organise the Handbook of Good Practices in Sustainable Viticulture (support technical assistance

actions for members);

Promote applications for sustainability projects in the management area of the wastewater

treatment facilities (Estação de Tratamento de Águas Residuais – ETAR) and analyses of lifecycles and

viticulture impacts in the Douro Demarcated Region;

Develop the network of reference plots in the region and integrate the reference sites with the

various ongoing tasks (plant health, flora, fauna, arthropods, water relations, phenology) to support

data collection and the implementation of R&D studies;

Evaluate strategies for disease control (namely, powdery mildew in a biological production system)

Motivate and implement protocols for data collection and systematisation;

Develop tools that enable the collection and integration of all data, aiming to develop a service to

support decision-making by applying for FP7 in such projects as "Research for SME Associations";

Prepare support materials for the Thematic Information and Dissemination Network, namely,

Collection and processing of climatic data from the ADVID weather stations;

Technical manuals;

Informational technical bulletins;

Circulars accompanying the viticultural year;

Lists of active substances approved for integrated production;

Reports on participation levels in conferences / colloquiums / scientific meetings.

In parallel and considering the scattered studies on viticultural and oenological characterisations for several

wine grape varieties planted in several locations and also the data held by ADVID members, resulting from


20

studies conducted over the years, surveys and the systematisation of existing data will continue to be

performed. This database and the results that will be obtained will be essential to RDD zoning.

6.7. Rationalisation of hillside vineyards

Objectives: Study and disseminate forms of adapting the systematisation of hillsides of the Douro Region to

the Intermunicipal Land Organisation Plan for the Alto Douro Wine Region, Municipal Heritage (“Plano

Intermunicipal de Ordenamento do Território para o Alto Douro Vinhateiro, Património Municipal” - PIOT -

ADV) to control erosion and ensure the sustainability of the proposed systems.

Considering the approval of the application by SIAC, the following will be developed in 2013:

Large-scale cartographic modelling of slope landslides to

Support decision making on the grapevine installation systems;

Reduce the effect of erosion on agricultural soil and terraces;

Survey the incidents and record associated cultural practices.

As part of ongoing actions,

Monitor the trial development phase of training systems for ascending and descending cordons, as

adjusted to narrow trellis (“Qta. Carvalhas”);

Motivate the consortium and interest group to promote and monitor initiatives under the thematic

of the rationalisation of hillside vineyards.

6.7.1. Economic observatory

In continuation of activities initiated in 2012 in collaboration with the School of Economics, University of Porto

(Faculdade de Economia da Universidade do Porto - FEP), a database will be built with elements made available by

members with crop accounts, which allows the organisation and systematisation important tools, such as the

Structure of Costs and Earnings from Grapevine Production (“Estrutura de Custos e Proveitos da Cultura da

Vinha”). This database will also provide a model that will allow us to assess the Vineyard Biological Assets (“Ativo

Biológico Vinha”).

Alongside the database built to support the "Economic Observatory", the development of the "Handbook of

Viticultural Management" (“Manual de Gestão Vitícola”) will also begin, which will contain the working time and

costs for the different technologies used in every crop operation.

These two tools are essential for decision-making in a hillside viticulture.

6.8. Competency development – Training and dissemination

Objectives: Provide the target audience with the appropriate skills for the development of viticulture in the Douro


21

Region. Detect training and knowledge transfer needs.

Under this project, the application presented to POPH, typology 2.3 - Certified Modular Formations (“Formações

Modulares Certificadas”) No. 075638/2012/23, was approved in June 2012, which included training in agricultural

production with a volume of 14,250 training hours.

This application was created according to the needs detected in a survey conducted among our members. The

implementation of the application began in 2012 and will be completed in 2013 with courses in the following

areas:

Application of phytopharmaceutical products

Agricultural machinery operator

Environment, safety, hygiene and health in agriculture

Wine technology

Pruning

Fertilisation

Regulation and maintenance of phytosanitary treatment equipment

First aid

Hazard analysis and critical control points (HACCP)

In 2013, we will maintain the collaboration under the Institutional Capacity Building Network for Promoting

Employability in the Douro Region (“Rede de Capacitação Institucional para a Promoção da Empregabilidade no

Douro”), aiming to detect the training and skills needs of the region.

In 2011, an application was sent to ON2: “Continuous assessment of the Technological State of Viticulture in the

Douro Demarcated Region (RDD)” (“Avaliação contínua do Estado Tecnológico da vitivinicultura da Região

Demarcada do Douro (RDD)”), which had the goal of creating a continuous assessment tool for the technological

state of the sector. Considering that the scope of ADVID is not limited to the North Region NUT (Nomenclature of

Territorial Units for Statistical purposes in the EU) but also covers municipalities from other NUTs, in 2013, we

expect to apply this action to National SIAC, and with timely approval, we aim to start working with FEUP in 2013

for a needs survey.


22

Box II- Current situation of the Flagship Projects.

Flagship Projects Typology Current situation ObservationsProposed funding 163,582.00 Proposed funding 28,138.00

Eligible funding 163,582.00 Eligible funding 28,138.00

Financial Suppo rt 163,582.00 Financial Support 28,138.00

Proposed funding 50,000.00 Proposed funding 50,000.00



M odeling the Evolution of RDD Wine Quality. PhD pro ject from FEUP.

PhD f rom FEUP. M odelling the evolut ion of RDD wine quality.

Ongoing, ADVID funding __ 9,000.00

__9,000.00

2. Zoning of Viticultural Potential of the Douro Demarcated Region

PRODER In preparat ion. Submit in 2013.Ongoing, ADVID funding

__ __

Proposed funding 1,951,043.00 Proposed funding 109,602.00

Eligible funding 1,951,043.00 Eligible funding 109,602.00


9,000.00 9,000.00

Proposed funding 1,042,618.18 Proposed funding 206,544.97Eligible funding 647,248.64 Eligible funding 132,920.01Financial Suppo rt 420,712.35 Financial Support 86,398.01

4. Biodiversity Preservation o f Grapevine Varieties

PRODER – Action 2.3.1 Conservation and Improvement of Genetic Resources

Approved. PA no. 18661. Leader ent ity dropped out and the PA was annulled.

Ongoing. ADVID funding

Proposed funding 141,254.00 Proposed funding 15,920.00Financial Support 15,920.00

Proposed funding 388,662.06 Proposed funding 189,678.12Eligible funding 293,552.02 Eligible funding 139,088.26Financial Suppo rt 220,566.27 Financial Support 104,316.2

Submitted. Under analysis

Proposed funding 149,401.48 Proposed funding 149,401.48Approved SIAC 23300 Eligible funding 119,650.62 Eligible funding 119,650.62


SIAC Transferred f rom Regional to Nat ional SIAC in 2013

Proposed funding 128,524.35 Proposed funding 128,524.35



ON2 – M easure – “ Institutional Promotion and Capacity B uilding – Institutional Netwo rks 2010 – A xis V. “ Institutional Capacity Building Network fo r Promo ting Employability - Douro Region”

Approved

Ongoing. Partnership with DREN, Douro M useum, EFP, Hotel M anagement School of Lamego, DRAPN.

Proposed funding 298,320.00 ___

8. Competency Development – Training and Dissemination

POPH, M easure 2.3. – Certified M odular Formations Approved. PA no. 075638/2012/23 Ongoing

6. Sustainable Viniculture Production

PRODER, Action 4.2.2 – Information and Dissemination Thematic Networks Approved. PA no. 14368

Ongoing. PRODER funding

7º PQ (Intelligent Service OrientedM anagement System for PrecisionViticulture + VEGSTORE - ApplicationStore fo r GM ES Vegetation Services )

7. Rasionalisation o f Implementation of Hillside Vineyard

SIAC Ongoing. COM PETE funding

___ ___

M aximising Vineyard Ecosystem Services. PRODER, M ed 4.1-Cooperação para a Inovação

Approved PA 24042Ongoing, PRODER funding

5. Assessment of Oeno logical Aptitude of Grapes

SAESCTN (FCT) iGrape Submitted in 2012 (FCT) PA 4697. Under analysis

3. . Functional Biodiversity in Viticulture

BioDiVine (Life+ Nature and Biodiversity 2009)

Ongoing. Project LIFE9 NAT/FR/000584.

Partnership with 7 ent it ies from 3 count ries. Life+ fundingADVID funding

Ecological infrastructures in the biological protection o f conservation against vineyard pests. PhD project from ADVID/UTAD.

Ongoing. PhD f rom UTAD ADVID funding

Total funding ADVID funding

1. 1. Impact of Climate Change on Viticulture o f the Douro Demarcated Region. Management of water relations.

SAESCTN – Short-term climate change mitigation strategies in M editerranean viticulture (ClimVineSafe);

Approved. Project no. º PTDC/AGR-ALI/110877/20

Ongoing. FCT funding

Climate assessment in the RDD (SIAC); Parcial support SIAC - 7607 Concluded, COM PETE + ADVID funding


23

7. COMMUNICATION AND DISSEMINATION

7.1. Production of knowledge support material

In 2013, the continued production of the following knowledge support material is expected:

Monthly Bulletins of Climate Data from ADVID weather stations

Technical Bulletins

Phytosanitary Circulars

Pesticide Lists

Viticultural Year Bulletin

Production Forecast Bulletin

Support Bulletins for Agro-Environmental Measures

Bulletins on the Evolution of the Viticultural Year (bud burst/flowering /veraison/harvest)

Bulletin of maturation with statistical analyses and interpretation of data from five years of analysis (2007-2012)

performed in the ADVID laboratory. This newsletter will be supported by FEUP.

Experimental research and development has been the subject of concerns at ADVID since its formation, allied to

changes in recent years in the regional viticulture and to the effect that climate change may cause, thereby forcing a

rethinking of the viticulture systems used in the Douro Region and the results that are being obtained with the

development of flagship projects. These findings are complemented by the compilation of several studies that have

been developed by other institutions and will allow for the preparation of a handbook, which will detail the Technical

Constraints to Sustainable Viticulture in the Douro Region (“Condicionantes Técnicas da Viticultura Duriense

Sustentável”), which began in 2012 and will continue in 2013.

7.2. Knowledge acquisition

7.2.1. Participation in events

XVIII GiESCO 2013 - Porto from July 7th to 11th (Portugal).

Six communications will be submitted that are related to the development of various flagship projects.

7.2.2. Training

In 2013, we will seek to continue the internal ADVID training of the English language to strengthen language knowledge

further. To optimise the performance of ADVID technicians, training in time management and organisation is planned.

Training scheduled for 2012 in the field of biological agriculture (Eng. Maria do Carmo Val) and communication (Eng.

Fernanda Almeida) will be implemented in 2013.


24

7.3. Knowledge transfer

7.3.1. ADVID website– www.advid.pt

Given that the process of transferring climate data to the ADVID server by acquiring new licenses, sensors and other

programmes has been completed, in early 2013, we will be able to deliver real-time internet access to the climate data

from the five weather stations owned by ADVID.

We will also make available an English version of the new ADVID website. This communication tool will be notably

important for attracting new international expertise to the region and for strengthening our credibility and image abroad.

7.3.2. Dissemination Events

Symposium “Water and heat stress management in hillside vineyards” (“Gestão do stress hídrico e térmico em

vinha de encosta”) – Feb.

Presentation of the results for work conducted in the RDD regarding the management of water relationships. We

anticipate the participation of prominent researchers from the fields of ecophysiology and water stress. This

symposium will seek to review the methodologies used for monitoring vineyards in the Douro Region.

Symposium “Biodiversity” (“Biodiversidade”) – May

Presentation of the results for work performed in the three ongoing actions in the RDD, demonstrations of the

functional biodiversity in the vineyard landscapes, ecological infrastructures in the biological protection of

conservation against vineyard pests and maximising vineyard ecosystem services along with the participation of

internationally recognised researchers in this thematic.

One of the ways that ADVID has benefitted from a form of knowledge transfer is by conducting workshops, seminars

and training courses. In 2013, we intend to continue to organise a number of these events in specialised fields of

high technical interest:

Work Hygiene and Safety – Jan

Reflection on Wine Grape Varieties (to be announced) – Feb

Organisation of the ADVID annual wine tastings –Jan/Mar

Biological Viticulture – Alternatives to Copper – Mar

Mid-Term Review of the Viticultural Year – Bud burst – Apr

Top-grafting versus Planting – May

Rationalisation of hillside vineyards – Jun

Use of natural resources from vineyard ecosystems as a means of encouraging natural pest control – Interest in

insectivorous birds/bats – Jun


25

Mid-term Review of the Viticultural Year – Production Forecast – Jul

Use of natural resources from vineyard ecosystems as a means of adding value to natural faunal resources–

Reptiles and micro-mammals – Jul

Use of natural resources from vineyard ecosystems as a means of adding value to natural faunal resources – Oct

End-of-Year Review of the Viticultural Year – Nov

Rationalisation of hillside vineyards – Dec

Course WSET– INTERNATIONAL HIGHER / Level 2/3 Award in Wines and Spirits Jan / Mar / Apr

Conducting two " Open Days - Biodiversity”

As a component of the application submitted to the POPH, the realisation / completion of the courses cited above in

Section 6.8 is also expected in 2013.

7.3.3. ADVID Prize 2013

Since 2007, aiming to attract researchers from different scientific fields to the technical, cultural and social specificities of

viticulture in the Douro Demarcated Region, the ADVID Prize has been awarded. This prize recognises an original study in

any scientific field with significant importance to the Douro Region wine industry.

Continuing the tradition of awarding the ADVID Prize, in 2013, we will recognise a study published in 2012.

7.3.4. Dynamisation of Complementary Projects

Through meetings, clarification sessions and dissemination on the ADVID website, we aim to promote the technological

and commercial development of companies through the dissemination of tools available for financing, including

incentives from QREN, PRODER, RARRV (support scheme for the restructuring and conversion of vineyards), and

promotions in third countries, where projects of interest to member companies can be introduced. In addition, tax

benefits that may be available through deductions for R&D expenditure through SIFIDE (Sistema de incentivos fiscais à

I&D empresarial – “Tax incentives systems for business R&D”) will be disclosed.

8. SUPPORT SERVICES FOR GOOD AGRICULTURAL PRACTICES

8.1. Services financed by quotas

In 2013, a platform on the website will be operationalised as a result of the Member Management Programme

(“Programa Informático de Gestão dos Associados”) developed in 2012, which will allow members to monitor any

technical assistance provided on their farms. The "Internal Rules of Support to Members" (“Regulamento Interno de

Apoio aos Associados”) will be released in 2013 for the systematisation and management of member support.


26

For the operationalisation of technical assistance, ADVID continues to develop the Project PRODER "Support Services for

Companies" (Serviços de Apoio às Empresas”), which aims to promote the provision of specialised services to farmers

and to strengthen their market orientation.

This set of services, the object of the mentioned project, are focused on improving the services provided for integrated

production, specialised support for viticultural potential, evaluation of productivity and qualitative characteristics of wine

grape varieties grafted on different rootstocks.

Member support will be enhanced by the possibility of updating their farm identification (identificação da exploração - iE)

document and the orthophotographic document of the plot (P3) in the Plot Identification System (“Sistema de

Identificação Parcelar”) together with the ADVID technician responsible for their farm.

A further strengthening of member interactions is intended in 2013 in the interpretation of the evolution of the

viticultural year, which will complement the technical support actions, namely,

Technical support for decision making within the integrated production (MPRODI) through consultation in the

office and a field visit, assessment of the economic injury level, support for grapevine nutrition management, soil

management and weed control and assessment of phytosanitary and physiological incidences;

Promotion of collective actions (plot meetings) for local / sub-regional assessments of the evolution of annual

conditions;

Integration of reference data from the "Reference Plots" network;

Development and dissemination of support materials for technical assistance and the implementation of

MPRODI (lists of approved active substances in the vineyard, the issuing of informational technical bulletins,

elaborations of accompanying circulars with regional information regarding diseases and pests);

Collection and processing of climate data;

Support for the development of their respective field notebooks;

Support in compliance with the rules of conditionality;

Development of applications to agro-environmental measures, i.e., Single Payment Scheme (Regime de

Pagamento Único – RUP)

Administrative monitoring of processes before the IFAP and certifying bodies;

Updating the IE/ISIP;

Development of regional estimates of harvest potential based on the pollination method and integration of

climatic and phytosanitary data;

Assessment of the behaviour of rootstocks and wine grape varieties by analysing data collected in several studies

on wine grape varieties x rootstock affinities, processing and publication of existing references on the

phenological, productive and qualitative behaviour and contributions to the reference plots network;

Continuing to monitor the insect vector responsible for Grape Yellows Disease in RDD vineyards.


27

Fig. 1 – Distribution of UPs subject to the application of the RPU and to respective technicians responsible in the ADVID


28

8.2. Invoiced Services

In 2013, to meet the detected needs, we intend to continue and implement the following services in the fields of

viticulture and oenology:

8.2.1 Viticulture

Provisions for short-term weather forecasts;

8.2.2 Oenology

Maturation control;

Tannin Portal in association with the AWRI (The Australian Wine Research Institute).

8.3. Future Plans

As we approach the end of the IV Community Framework, the end of the official recognition of the EEC– Douro Region

Wine Cluster and of ADVID as its managing entity and without enough information regarding post-2013, in this year,

special emphasis will be placed on reflection and on defining strategies for the future.

Our participation in external events and in the development / implementation of new materials and services will be strictly

necessary because our top priority is the internal organisation and improvement of processes / procedures for ongoing

activities and for the preparation and presentation of the 2014-2018 Strategic Plan for ADVID.

9. ADMINISTRATIVE AND ACCOUNTING SUPPORT

Continuing actions started in 2012, we will improve administrative and accounting procedures to obtain systematised

data and the strict control of: the financial execution of the budget and, in particular, of each project subject to

government funding through

A digital archive that organises and facilitates access to all official ADVID information;

Organisation and digital cataloguing of library assets;

An analytic accounting system for monitoring the financial execution of the budget and particularly each request

for government funding.

10. INSTITUTIONAL RELATIONS

Following previous years, it is the goal of ADVID to strengthen ties with the institutions with which it already has

partnership protocols and to foster partnerships with relevant entities for the development of the winemaking industry in

the Douro Demarcated Region.


29

Aiming to attract new members, we will endeavour to perform two actions to DEMO ADVID with not-yet member

companies.

We will continue to focus on developing, along with the AEVP, IVDP, IVV, and AICEP VINIPORTUGAL, and demonstrating

that the work described in the Action Plan can, and should, be incorporated into the valorisation of wine and that this

results in comparative / economic advantages for wines produced in the RDD. We also intend to continue to work

together with the Douro Mission Structure (“Estrutura de Missão do Douro”), the Regional Development and

Coordination Commission – North (“Comissão de Coordenação e Desenvolvimento Regional – Norte”), the School of

Hospitality and Tourism of the Douro Region (“Escola de Hotelaria e Turismo do Douro”) - Lamego, Douro Tourism

(“Turismo Douro”) and Portugal Tourism (Turismo de Portugal”) such that identical value can be added into the landscape

of the Douro Wine Region and, consequently, lead to an increase in the number of visitors to the RDD.

Considering the importance of PRODER, COMPETE, IVV, IVDP, IFAP, DRAPN and COTEC for the development of the Action

Plan, we will pay special attention to these entities in promoting direct and permanent contacts to ensure the fulfilment

of financial executions and the established objectives.

We will also place particular emphasis on promoting the development of collaborations with researchers awarded the

ADVID Prize and/or with their home institutions as a way to capitalise on the investment that this award represents for

the region.

We also want to take a more active role before national wine policy-makers, IVV, IFAP, DGAV, GPP, DGADR and other

MAMAOT bodies in designing proposals that meet the specificities of Hillside Viticulture, classified as World Heritage.

The RDD is a mountainous land, the primary crop of which is the grape with increased costs relative to other viticultures,

which has led to the region’s landscape, culture, World Heritage classification and, hence, its attractiveness to tourists.

However, this economic activity, the vineyard, in addition to being mountainous, has (and wants) to preserve the

conditions of a World Heritage classification, which entails increased costs that result not only from the techniques used

for the cultivation of grapevines and the territory’s sustainability but also in the increased expenditure of time and money

from government bodies to obtain opinions and authorisations to restructure the vineyards or cellars.

For ADVID to monitor and participate in the definition of policies and technical-scientific winemaking events

internationally, nationally and regionally, it maintains its participation in various institutions, such as:

Casa do Douro [House of Douro], with participation in the Regional Council;

Estrutura de Missão do Douro [Douro Mission Structure], participation in the Consultation Council;

FEVIPOR - Federação dos Viticultores de Portugal [Federation of Portuguese Winemakers], member of the

Administration;

PORVID – Associação Portuguesa para a Diversidade da Videira [Portuguese Association for Grapevine Diversity],

member of the Administration;

CNOIV – Comissão Nacional do OIV (National OIV Commission), participation in several expertise groups and the

General Counsel;


30

OILB - l'Organisation Internationale de Lutte Biologique (International Organisation for Biological Control) –

Associate;

ENDURE Networking - Member;

European Cluster Collaboration Platform – Member.

In 2013, considering the development of the Viticulture of the Douro Region, we also intend to maintain and/or promote

close relationships with the following organisations and entities:

Fundação Luso-Americana [Luso-American Foundation]

Ministério da Economia e do Emprego [Ministry of Economy and Employment]

Comissão de Coordenação e Desenvolvimento Regional – Norte [Regional Development and Coordination

Commission – North]

Instituto Nacional de Investigação Agrária e Veterinária [National Institute of Agricultural and Veterinary

Research]


31

11. GLOSSARY

ADVID – Associação para o Desenvolvimento da Viticultura Duriense [Association for the Development of Viticulture in

the Douro Region]

AEVP - Associação das Empresas de Vinho do Porto [Association of Port Wine Companies]

AICEP - Agência para o Investimento e Comércio Externo de Portugal [Agency for Investment and Foreign Trade of

Portugal]

AWRI -The Australian Wine Research Institute

COMPETE - Programa Operacional Temático Fatores de Competitividade [Thematic Operational Programme of

Competitiveness Factors]

COTEC - Associação Empresarial para a Inovação [Business Association for Innovation]

DRAPN – Direção Regional de Agricultura e Pescas do Norte [Regional Directorate of Agriculture and Fisheries of the

North]

EEC – Estruturas de Eficiência Coletiva [Collective Efficiency Structures]

EMD – Estrutura de Missão Douro [Douro Mission Structure]

IFAP - Instituto de Financiamento da Agricultura e Pescas, I.P. [Institute of Agriculture and Fisheries Financing, I.P.)

IPCC – Intergovernmental Panel on Climate Change

IVDP – Instituto dos Vinhos do Douro e Porto [Douro and Porto Wine Institute]

IVV - Instituto do Vinho e da Vinha [Institute of Vineyards and Wine]

MAMAOT – Ministério da Agricultura, Mar, Ambiente e Ordenamento do Território [Ministry of Agriculture, Sea,

Environment and Land Organisation]

MPRODI – Modos de Produção Integrada [Integrated Production Systems]

PRODER - Programa de Desenvolvimento Rural do Continente [Rural Development Programme of Continental Portugal]

PECDV - Pólo Experimental de Conservação da Diversidade da Videira [Experimental Centre for Grapevine Diversity

Conservation]

QREN - Quadro de Referência Estratégico Nacional [National Strategic Reference Framework]

RARRV - Regime de apoio à reestruturação e reconversão da vinha [Support scheme for the restructuring and conversion

of vineyards]

RBA – Rapid Biological Assessment

RDD – Região Demarcada do Douro (Douro Demarcated Region)

RDD- Região Demarcada do Douro (Douro Demarcated Region)

SIAC - Sistema de apoio a ações coletivas [Support system for collective actions]

TICE.PT - Pólo das Tecnologias de Informação, Comunicação e Eletrónica [Centre of Information, Electronics and

Communication Technologies]

UTAD – Universidade de Trás-os-Montes e alto Douro (University of Trás-os-Montes and Alto Douro)

WSET – Wine and Spirit Education Trust

Action Plan and Budget - ADVID · Património Mundial”), including the redefinition of the size...

Documents

Transcript of Action Plan and Budget - ADVID · Património Mundial”), including the redefinition of the size...