Your Home for all LODI RULES Resources
This page is designed for new and continuing LODI RULES growers. It is a collection of resources needed to certify your vineyards under the LODI RULES Sustainable Winegrowing program, including all documents, instructions, and contact information.
LODI RULES for Sustainable Winegrowing is California’s original sustainable viticulture certification program. Our certification process is rigorous, based in science, voluntary, and third-party accredited and audited. Click HERE or on the binder cover photo to the right to access a PDF with the current LODI RULES standards and introduction.
The information included in this page is intended to help make the road to certification a smooth one.
Have questions? Contact Dr. Stephanie Bolton, LODI RULES Sustainable Winegrowing Director, at the Lodi Winegrape Commission: email@example.com or 209.367.4727.
LODI RULES for Sustainable Winegrowing Certification Standards, Third Edition (2017)
The LODI RULES for Sustainable Winegrowing Certification Standards, Third Edition binder is your primary tool for navigating the certification process. Getting your hands on this binder is the first step to becoming LODI RULES certified. The binder is comprehensive and contains background on the program, instructions, and resources, and most importantly it outlines the 100+ standards. The binder is to be used in tandem with the online self-assessment website (see below). A print or digital version of the binder can be requested by contacting Dr. Stephanie Bolton, LODI RULES Sustainable Winegrowing Director, at firstname.lastname@example.org or 209.367.4727. Binders can also be picked up at the Lodi Winegrape Commission between 8:30am – 5:00pm on weekdays (2545 W. Turner Rd., Lodi, CA) or at our annual meeting held in January or February each year. An introduction to the program and the LODI RULES Standards can be downloaded as a PDF HERE.
LODI RULES is entering the Fourth Edition!
Linked below are a set of new and revised LODI RULES Standards drafted over the last several years following lengthy discussions by the LODI RULES Committee with input from participants, scientists, Protected Harvest, and the auditors. New Standards address topics such as sustainability communication, beneficials, invasive species, erosion, mealybugs, and viruses. New and revised Standards are indicated with a red box around the page.
LODI RULES for Sustainable Winegrowing Certification Standards, Proposed Fourth Edition – new and revised Standards only
LODI RULES for Sustainable Winegrowing Certification Standards, Proposed Fourth Edition – in entirety
As a reminder, each LODI RULES Standard must:
1. Address at least one of the three aspects of sustainability (environment, people, business).
2. Be measurable/auditable.
3. Be economically feasible to implement.
4. Be based in science (not a trend).
The goal of the Fourth Edition is to improve the LODI RULES sustainability certification program based upon new knowledge. By improving the program over time, the certification continues to be relevant and progressive, and stays at the forefront of sustainability innovation. Too many changes too often can be confusing to growers and the community. Since we are transitioning to a new pesticide risk model, this is the prime time to add in a small number of new Standards and/or revise existing Standards.
You are welcome to provide feedback on the proposed Fourth Edition LODI RULES Standards by sending an email to email@example.com with the subject “LODI RULES.” Include your name, title, company, and phone number along with which Standard(s) you are commenting on and a clear suggestion for improvement. All comments will be given careful consideration by the LODI RULES Committee. You are encouraged to provide feedback on existing, new and/or revised Standards. All feedback is due by noon on August 15, 2022.
2022 LODI RULES Certification Calendar
The 2022 certification year runs from post-harvest 2021 through harvest 2022. Applications are due February 15, 2022. Click HERE for a PDF of the 2022 LODI RULES Certification Calendar with program contact information.
|January 17||Annual LODI RULES Year End Recap grower & winery meeting, virtual|
|mid-January||LODI RULES application information sent to growers from Protected Harvest|
|February 15||LODI RULES applications & fees due to Protected Harvest|
|by March 1||Online Self-Assessment username/password & certification materials emailed to growers by Protected Harvest|
|March 2||Online Self-Assessment opens (lodirules.protectedharvest.org)|
|by April 15||Auditor emails growers a list of who will receive on-site audits|
|May 1||Online Self-Assessments are due (lodirules.protectedharvest.org)|
|May 15||On-Site audits begin (scheduled between Auditors & Growers)|
|July 1||Deadline for submitting new pesticides needing PEAS units to Stephanie Bolton|
|August 1||On-Site audits end|
|October 31||Final date to submit all documentation, including PEAS reports & off-site audit documents, to Auditor in order to pass the certification|
|August – November||LODI RULES certificates emailed to passing growers from Protected Harvest as certification is approved|
Requirements for Certification
Earn a minimum of 50% of the total possible points per chapter. Note that the total number of points possible varies depending on vineyard and business characteristics.
Earn a minimum of 70% of total possible points overall in six chapters.
Do not exceed a total of 50 PEAS Environmental Impact Units per vineyard per year.
Implement all mandatory “Fail Chapter” Standards. For a list of “Fail Chapter” Standards, click HERE.
LODI RULES Management Plans & Audit Prep Checklist
The LODI RULES Program involves creating and updating management plans such as a human resources management plan, an ecosystem management plan, and a nutrient management plan. For a list of management plans (including examples of several plans and tips on how to write them) along with an Audit Prep Checklist, please check out Tab 10 in your LODI RULES binder or click HERE. You can also view webinars on how to write many of the plans HERE.
Pesticide Risk Model: PEAS Instructions and Lists
The most recent lists of PEAS impact units are available as downloadable PDF documents (last updated on 8.30.2017 – still current for 2021 certification year). If you plan to use a pesticide that is not on the list during the growing season, please contact Dr. Stephanie Bolton with the pesticide name at firstname.lastname@example.org or 209.367.4727 before application and no later than July 1st of each year.
Quick tip: One way to search the PDF documents for a given pesticide is with your computer’s built-in search capabilities. Simply use the keypad combination CTRL + F to prompt the search window. Hold down the CTRL key, while still holding it down, press the F key. Doing this will prompt a search window to pop up, usually in the upper right-hand corner of your screen. Click in the field to place your cursor, then type in the pesticide name you want to search for, then press enter. Your computer will then locate the first instance that word appears in the document and highlight it. Press the enter key to advance the search to the next instance.
Protected Harvest’s LODI RULES Certification Manual
The LODI RULES Certification Manual provides critical information about the certification process. The manual includes information about the application materials, fees, record-keeping, self-assessment, and auditing. The manual is included in the LODI RULES for Sustainable Winegrowing Certification Standards, Third Edition binder in Tab 8.
Base Grower Certification Fee:
New Grower: $1,785
Renewing Grower: $1,205
Grower Incremental Assessment Fee:
$2.00 per application acre for vineyards within Crush District #11
$4.00 per application acre for vineyards outside Crush District #11 within CA
$5.00 per application acre for vineyards outside CA within the USA
$6.00 per application acre for vineyards outside the USA
Renewal On-Site Audit Fee:
Renewing Grower: $300 when on-site audit is required (typically once every three years)
LODI RULES Online Self-Assessment Website
In addition to the LODI RULES for Sustainable Winegrowing Certification Standards, Third Edition binder, Protected Harvest’s online self-assessment website is an essential tool for LODI RULES growers. The assessment site allows growers to submit their farming practices, which are reviewed by the auditor. All assessments must be completed using this online system – no paper assessments are accepted. Log-in information is available from Protected Harvest after certification applications are submitted.
LODI RULES Online Self-Assessment User Guide
The Online Self-Assessment User Guide provides detailed step-by-step instructions for navigating the online self-assessment website. The user guide is included in the LODI RULES for Sustainable Winegrowing Certification Standards, Third Edition binder in Tab 9.
LODI RULES Grower Marketing Tools
In 2019, we responded to requests from growers by introducing a Marketing Tab to the LODI RULES binders. Since then, we’ve continued to add tools to help our LODI RULES certified growers market their sustainable grapes. Here are some materials to help you share your sustainability message with the world:
- LODI RULES Grower Marketing Tools Newsletter & Vineyard Tech Sheets (2021)
- Vineyard & Winery Sign Information
- Certified Vineyard & Winery Listing Information – lodirules.org
- “How to tell your LODI RULES story” handout
- “Talking with winegrape buyers about LODI RULES” handout
- LODI RULES Winery Handbook & Branding Guidelines (Lodi AVA)
- LODI RULES Winery Handbook & Branding Guidelines – CALIFORNIA RULES Seal (California)
- LODI RULES Winery Handbook & Branding Guidelines – CERTIFIED GREEN Seal (WA & Israel)
- LODI RULES Infographic
- LODI RULES Infographic – CALIFORNIA RULES Seal
- LODI RULES Infographic – CERTIFIED GREEN Seal
- LODI RULES “Kids Explain Sustainability” Video
- “The Sustainable Vineyard” illustration by Michael Mullan
- Promotional items/swag: LODI RULES hats, Hydro Flasks, wine glasses, patches, pens, truck decals, stickers, pins, postcards, pop-top water bottles, yarrow seed coasters (contact email@example.com for more information)
- LODI RULES flash drives with the Standards, program information, and bonus material (available from the Lodi Winegrape Commission)
- Communications kits – “LODI RULES: An Introduction,” “LODI RULES: A Deeper Dive,” and “LODI RULES: For Researchers”
- “How to Tell Your Sustainable Farming Story” Workshops (email firstname.lastname@example.org to sign up for the next one)
Vineyard and Winery Signs
Permanent signs are a wonderful way to communicate your commitment to sustainable agriculture. Signs are available for purchase to all growers participating in the LODI RULES program (certificate required) and all wineries using the LODI RULES seal on wine labels. The signs can be installed in any high-visibility locations. Two sign options are available: a horizontal orientation and a vertical orientation. The horizontal option (24″ x 32″) is designed to be read from a passing car, so it is well-suited for road-side vineyards. The vertical option (32″ x 24″) is designed for easy installation and its geometry is appropriate for tight spaces such as winery parking lots or seating areas. However, feel free to choose either sign for any application. Signs will be customizable with your vineyard or winery name. Place your orders with Robyn at Gary’s Signs. Robyn is happy to communicate via email (email@example.com) or by telephone at 209.369.8592 (7:30am – 5pm). Signs may bear the LODI RULES, CALIFORNIA RULES, or CERTIFIED GREEN seal.