Oregon Trail Brewery

Oregon Trail Brewery

Oregon Trail Brewery

 

 

 

 

Oregon Trail Brewery: History

Oregon Trail Brewery -- Creative Problem-Solving Revives a Brewery

by Glenn Tinseth
Republished from BrewingTechniques' January/February 1996 issue.

Location:
Corvallis, Oregon
Brewery:
7-bbl infusion mash ale brewery, serving draft and bottle accounts
Beers:
Oregon Trail White Ale (American-style wit beer), Oregon Trail Brown Ale, porter, stout, IPA.
Principals:
Dave Wills (owner of Freshops [Philomath, Oregon]); Jerry Bockmore (brewmaster, part-owner of Yamhill Brewing Company [Portland, Oregon], former brewer at Hart Brewing [Seattle], former consultant to Star Brewing Co. [Portland]).

An Oregon brewery survives failure to produce award-winning beers.

The Oregon Trail Brewery in Corvallis, Oregon, is in its second

incarnation. The original brewery started brewing in 1987, but by 1992

a string of problems had forced its closure. New owners took over in

1993. With their new energy, a few modifications to the brewery, and

some good recipes and a sound business plan, today's Oregon Trail

Brewery has met success and seems poised for even further growth

and recognition in coming years.

 

Much of what Oregon Trail has become is the result of the dedication

and direction of two men: Dave Wills and Jerry Bockmore. Dave Wills

is already a familiar name in the brewing industry; he's the owner of

Freshops, home brewers' original mail-order source for fresh whole

hops and one of home brewers' only suppliers of organic hops.

Bockmore has been involved with craft brewing since 1989, first as a

brewer for Hart Brewing (Seattle, Washington), then as a consultant

for Star Brewing (Portland, Oregon).

 

This article presents the history of both the failed brewery and its

more fortunate successor, which has earned awards at the Great

American Beer Festival (GABF) for two years running.

 

The First Incarnation

 

The original brewery was the idea of Jerry Shadomy, an award-winning

home brewer from Corvallis, Oregon. Although he had no previous

professional brewing experience, Shadomy was able to raise over

$80,000 from investors and secure a $30,000 loan for operations. He

arranged a five-year, rent-free lease with Ted Cox, the owner of a

picturesque downtown Corvallis building. The Old World Deli, a popular

restaurant and homebrew supply store (also owned by Cox), shares

the same space as the brewery; the brewery operates in plain view of

the patrons in the deli's dining area. It's no wonder the deli was the

brewery's first draft account.

 

Shadomy was lucky enough to purchase the original 7-bbl brewhouse

from Hart Brewing, which had expanded into a new building with a new

20-bbl system.

 

After finishing the remodeling, which included moving bathrooms and

reinforcing the second floor to support the new fermentors, Shadomy

started brewing in early 1987. Wills helped Shadomy remodel the

brewery space and, through Freshops, supplied the hops for the

brewery. In exchange, Wills received a 1% share in the brewery, but

had little effect on its operation.

 

The only other microbreweries in Oregon at the time were Widmer,

Full Sail, and Bridgeport; the general public's education inm specialty

beers had just begun, and selling microbrewed beer was a struggle.

Distributors weren't very excited about micros, and battles had to be

fought over every new tap handle.

 

Initially, Oregon Trail beers were consistently good, and the

company's growth was also consistent, if a bit slow. Shadomy got

good exposure at various festivals, including the then-fledgling

Oregon Brewers Festival. Oregon Trail's brown ale was awarded a Beer

of the Year award in 1989 by Fred Eckhardt, who at that time was the

beer columnist for The Oregonian newspaper (Portland). Things

looked good, and the brewery seemed poised to make the jump from

300-400 bbl/year to 1000-1200 bbl/year.

 

Then disaster struck. Shadomy was hit by personal problems, and the

beer quality started to slide. Worse yet, a recurring bacterial infection

made its souring presence known. Hard-won tap handles began to

disappear. Eventually, the brewery's only account was the Old World

Deli, an ironic and unfortunate full circle in the brewery's development.

 

Finally, cash flow dried up, and the bank loan and many other bills

went unpaid for months. By mid-1992, the bank was ready to

foreclose and had locked the brewery doors.

 

The Revival

 

 

Oregon Trail Brewery president and hopmeister Dave Wills (left) and

brewmaster Jerry Bockmore (right).

 

Enter Dave Wills. He felt that too much energy and effort had gone

into building the brewery for it to die such an unattended death.

Though he had Freshops and other businesses demanding his time,

he had helped build this little brewery with his own hands -- how could

he just let it go? He also couldn't ignore the nagging voice in the back

of his head that said, "There's some real potential here."

 

Wills started by meeting with the bankers who, as it turned out, were

much happier to see their loan repaid than to go inton default. They

gave him a month to regroup and come up with a plan. Wills knew

that such a plan had to have two immediate objectives: find money to

get the brewery started again, and find a brewer/partner who could

provide the expertise necessary to take over in the brewhouse.

 

When Bockmore came into the picture -- a talented brewer and an

enthusiastic partner -- Wills was able to raise $43,000 in new capital

by selling new shares, adding to the 14 original investors. He also

demonstrated his commitment by making $40,000 of his own money

available to the brewery. By January 1993, this dynamic duo was

ready to begin the arduous task of bringing the Oregon Trail Brewery

back to life.

 

Surveying the Damage

 

 

Malt begins its journey through the brewing process at the top of the

gravity ladder in this holding bin on the third floor, in a space that

doubles as office and milling room. Here, Mel Greiser prepares the

graduated grain bin to receive the malt. Hash marks inside the bin

instantly translate volume to weight for ease of measurement.

 

When Bockmore and Wills first unlocked the doors to the brewery,

they saw a fairly well-designed system, one taking up very little floor

space. The layout of the brewery was very similar to a traditional

vertical design; three levels, taking up a total of 1800 square feet.

The brewery's greatest strength is that it was set up to take full

advantage of gravity at almost every stage. Malt starts on the third

floor, delivered there by hose from the grain truck (two-row malt) or

manually, bag by bag (specialty grains). From there, though, it's all

downhill, except for the transfer of wort to the fermentors.

 

Malt begins its journey through the brewing process at the top of the

gravity ladder in this holding bin on the third floor, in a space that

doubles as office and milling room. Here, Mel Greiser prepares the

graduated grain bin to receive the malt. Hash marks inside the bin

instantly translate volume to weight for ease of measurement.

 

On the top level was the grain storage area and office. The grain mill

was in the floor of that level (the third level), with a chute leading

from the mill to the mash tun on the second floor.

 

The design allowed for spent grains to be shoveled from the mash

tun directly into a chute in the outer wall, which fed into storage bins

outside. The second level was used for secondary fermentation and

conditioning only. (Now it is a temperature-controlled fermentation

room that contains four 7-bbl dish-bottomed fermentors, two 14-bbl

unitanks, and two 7-bbl bright tanks.)

 

On the first floor was the 7-bbl gas-fired brew kettle and the brewery's

two 7-bbl open primary fermentors, located less than 5 feet from the

keg-washing station (not exactly a sanitary arrangement). The keg

cold room was also on the first floor, within easy reach of the rear

door. Aside from the location of the primary fermentors, it was a well

thought out brewery.

 

Bockmore's first act was to get rid of the two poorly located open

fermentors, thus eliminating the brewery's biggest infection risk.

Other equipment changes included the addition of glycol temperature

control for all the fermentation tanks and the purchase of Zahm &

Nagel (Buffalo, New York) CO2 and air testing equipment. Kegs were

changed over from Golden Gate to Sankey to better match what the

rest of the industry was using. A thorough cleaning of the entire

brewery was all that was left before serious brewing could begin.

 

The Line-Up of Beers

 

 

Once it is filled with the proper measure of malt, the grain bin is rolled

into position over the mill's hopper. A drain in the bottom of the bin

feeds the malt directly into the mill, which is sunk into the floor; the

crushed malt feeds directly into the mash tun beneath. Papers hang

on the wall (behind the bin) in front of the desk in this space that

doubles as the brewery's office.

 

Both Wills and Bockmore agreed that the Oregon Trail flagship beer

should be something light and approachable, but they also wanted it

to be distinctive. Bockmore came up with an American interpretation

of the Belgian wit style. Although early test batches used a Belgian

yeast, it didn't seem to add enough to the beer to make it worth the

added work of maintaining more than one yeast strain. The final

production recipe uses domestic barley and wheat malt (avoiding the

extra mash rests that raw wheat requires) and a neutral ale yeast. It

is flavored with orange peel and coriander.

 

Once it is filled with the proper measure of malt, the grain bin is rolled

into position over the mill's hopper. A drain in the bottom of the bin

feeds the malt directly into the mill, which is sunk into the floor; the

crushed malt feeds directly into the mash tun beneath. Papers hang

on the wall (behind the bin) in front of the desk in this space that

doubles as the brewery's office.

 

 

Specialty grains are weighed out on this scale, which appears to be

the appropriate age for a brewery called Oregon Trail.

 

With the refreshing and slightly cloudy Oregon Trail White Ale (18

BUs, 3.5% alcohol [w/w]), Wills and Bockmore began the hard work of

winning back tap handles in the tight Oregon craft brew market. Like a

lot of other small brewery start-ups, Wills and Bockmore began self-

distributing, visiting pubs and taverns all over Oregon, Party Pig in

tow.

 

Marketing the white ale was not easy, especially with industry giant

Widmer's American-style Hefeweizen competing for the same taps. An

additional hurdle was the task of convincing those pub owners with

long memories that the new Oregon Trail had solved all its

inconsistency and sanitation problems. Even when the brewery won a

tap, it was often a "rotating" tap, one that featured a different beer

each week or month. Growth was slow.

 

Eventually, Oregon Trail found distributors to represent them in most

of Oregon's bigger markets. Although this certainly wasn't a quick cure

for their slow growth, it did help the brewery gain more name

recognition throughout Oregon. It also cut into cash flow, however; a

keg sold directly to an account brings in $90, whereas a keg sold to

the distributor typically raises less than $70.

 

It was late 1993 when Bockmore brought the brewery's second beer

on-line. Oregon Trail Brown Ale (35 BUs, 3.8% alcohol [w/w]) is fruity

and malty, with a firm hop bitterness that provides a good foundation

for the beer.

 

Specialty grains are weighed out on this scale, which appears to be

the appropriate age for a brewery called Oregon Trail.

 

Surprisingly, in a market dominated by fruits and wheats, the brown

really caught on. In fact, it became so popular that demand for it

soon equaled that of the white. Evidently the tasting panel at the

GABF agreed, awarding Oregon Trail Brown Ale a silver medal in the

American Brown Ale category in both 1994 and 1995. In 1995, the

bronze medal went to Pete's Wicked Ale, a beer that most consider

the archetypal American brown (Golden Gate, by Golden Pacific

Brewing, Emeryville California, took the gold in 1995). Needless to

say, Wills and Bockmore were thrilled. Now they just had to figure out

how to get the word out to their customers.

 

 

Close-up of the mill and power source, with the hopper positioned to

receive malt from the bottom of the graduated grain bin.

 

But this low-budget brewery, selling kegs only, found publicity hard to

come by. Even the national recognition that the awards brought didn't

seem to help. News releases were buried in the "Living" section of the

newspaper, and although word of mouth worked well among beer

geeks, there are only so many beer geeks. Distributors wanted the

brewery to provide a package of point-of-sale material which,

although it probably would have been effective, proved much too

costly for the brewery's meager advertising budget. It's hard to tell

the world about a GABF medal when your only visual advertising

material is a tap handle. Believe it or not, Wills estimates that the two

silver medals may not have added even one tap handle to their list of

accounts.

 

That's one of the big reasons why in 1994 the Oregon Trail Brewery

started marketing their white ale in 22-oz screen-printed bottles. Shelf

space proved a little easier to come by than draught accounts, and

the bottle itself provides a built-in marketing opportunity. Wills made

the point that it's important to provide opportunities for the consumer

to see your beer in as many locations as possible. Festivals,

homebrew club meetings, brewspapers, supermarket beer coolers,

taprooms -- the more name recognition you gain, the more likely the

consumer will pick your beer from the 20 or 30 other choices they

face.

 

The Brewery Today

 

 

Assistant brewer Greg Herenchak installs the removable 4-in. PVC

pipe that feeds the crushed malt from the mill above directly into the

mash tun. Note the steep stairway that leads to the third floor.

 

When asked what it is that makes Oregon Trail beers special, both

Wills and Bockmore agree that quality ingredients and flavorful

recipes are the key. They use a total of 10 different malts --

Gambrinus two-row pale as their base malt and Hugh Baird specialty

malts for extra color and flavor. They use only fresh whole hops (from

Freshops, of course) -- five different varieties. Corvallis water is soft

and clean, requiring only carbon filtration to remove chlorine and the

addition of gypsum for the lighter beers. One ale yeast is used for all

beers produced.

 

 

The mash tun relies on strike temperature to provide the correct

mashing temperature in this single-infusion system. Fermentors can

be seen in the background. To the left, immediately past the mash

tun, are the stairs to the first floor.

 

The Oregon Trail brewing process is very simple. The grain is mashed

using single-temperature infusion and is then sparged and drained

into the direct-fired brew kettle. During the boil, kettle hops are added

based on the particulars of each beer's recipe. Thirty minutes before

strikeout, Irish moss is added to the kettle along with the finishing

hops. The bitter wort is then drained into a hop strainer and pumped

through a plate chiller into one of the fermentors. In-line wort

oxygenation is accomplished en route to the fermentor.

 

After fermentation in the glycol-jacketed fermentors (7- or 14-bbl,

depending on the recipe), some of the beers are filtered and all are

packaged either using a counter-pressure keg filler or a small four-

head, inline, manual bottling line for the 22-oz bottles (built by Dave

Moorehead of Onalaska Brewing, Onalaska, Washington). Brown ale

joined the white in bottles in January 1996. The label for the brown

ale bottle displays its two silver medals, finally giving the brewery a

reasonable opportunity to proudly advertise its successes.

 

 

View down the stairs to the kettle on the ground floor. After the boil,

the bitter wort is drained into a hop strainer (not shown, beneath the

stairs) and pumped through a plate chiller (mounted on wall at right)

into one of the fermentors on the second floor. In the background

you can see some of the tables of the Old World Deli's spacious

seating area.

 

In addition to the white and the brown, Oregon Trail regularly brews a

tasty stout (50 BUs, 4.3% alcohol [w/w]) and is considering making its

two most popular seasonals -- the IPA (45 BUs, 4.5% alcohol [w/w])

and the Pacific Gem Porter (40 BUs, 4.5% alcohol [w/w]) -- part of the

regular line-up as well.

 

Bockmore formulated all of the beers to be flavorful and interesting,

without relying on a high original gravity. He told me, "You can brew

really distinctive beers without loading up on the alcohol." The brown

ale is certainly a testament to that.

 

Bockmore shares the brewing chores with Greg Herenchak, a two-year

veteran of Oregon Trail Brewery. Also helping out, especially on the

bottling line, is Mel Greiser. Greiser was the only Oregon Trail

representative able to make it to the GABF this year and was

delighted to be the one to accept the silver medal at the awards

ceremony, sharing the stage with Pete Slosberg. Lee Smith, a local

home brewer, famous for his Cajun deep-fried whole turkey,

volunteers as head schlepper at festivals.

 

Last year, Oregon Trail Brewery produced 519 bbl of beer, 90% draft

with the remaining 10% as 22-oz bottles of the white ale (hand

bottled at the brewery). Wills and Bockmore expect to hit full capacity

(1200 bbl) in early 1996. This event will be the next major transition

for Oregon Trail Brewery.

 

Creative Plans for Expansion

 

 

Glycol jackets and a basic freon cooling system keep the fermentors

at the specified temperature set via digital thermostat.

 

At 1200 bbl/year, Oregon Trail Brewery will be at full capacity, with

absolutely no room to add more fermentors. What next? That's

exactly what I asked Wills and Bockmore. I thought the obvious

answer would be to raise capital to build a new, much bigger brewery

somewhere else, keeping the 7-bbl system where it is as a

pilot/backup brewhouse. I guessed wrong -- these two had a much

more creative plan up their sleeves.

 

Glycol jackets and a basic freon cooling system keep the fermentors

at the specified temperature set via digital thermostat.

 

 

Greiser and Herenchak at the bottling line on the first floor.

Throughput is about 120 bottles/hour.

 

Bockmore is also one of the principals in a new brewery, Yamhill

Brewing Company, in Portland. With his partners, Steve Woolard

(festival promoter), Tim Glenn (formerly of Tugboat Brewing,

Portland), and Rick Rivera (an ex-police officer), Bockmore is building

an 8-bbl (soon to be 30-bbl) brewhouse in a 10,000 sq ft building in

downtown Portland. The brewery will feature a lot of excess

fermentation capability and a 12-valve bottling line as well as plenty

of room for storage and expansion.

 

Yamhill Brewing Company plans to offer contract brewing services,

including brewing of house brews for restaurants and brewing and

bottling for breweries with limited capacity -- like Oregon Trail Brewery.

It will also be brewing its own line of beers within a year. Greiser and

 

Herenchak at the bottling line on the first floor. Throughput is about

120 bottles/hour.

 

Sharing the building, and some of the equipment, with Yamhill is

another new company called Teapilz, makers of Oocha Brew and

Oocha Berry. Oocha Brew is a fermented carbonated health drink made from a sugar and tea mixture inoculated with a Kombucha

culture (sometimes called a mushroom). The sugar ferments out, and

the wild yeast and acetic bacteria culture combine to produce a very

tart nonalcoholic drink (the yeast produce alcohol which the bacteria

then consume). Because of the chance of cross-infections, beer

brewing and oocha brewing are carried out in separate closed areas.

Oocha Brew is available on tap and in 12-oz bottles, but only in

Portland at this time.

 

Oregon Trail Brewery will be Yamhill's first contract customer, although

others are on the waiting list. The situation raises an interesting

question for the philosophically inclined: With Bockmore still the

brewer, is it still contract brewing? You be the judge. 

 

Oregon Trail's White Ale in its 22-oz package, which includes one of

the brewery's mottos, "Good at Either End of the Trail." This particular

bottle is from the trailhead itself -- note the "Bottling No. 1" above

the main portion of the label.

 

Oregon Trail's White Ale in its 22-oz package, which includes one of

the brewery's mottos, "Good at Either End of the Trail." This particular

bottle is from the trailhead itself -- note the "Bottling No. 1" above

the main portion of the label.

 

This unique arrangement frees Oregon Trail from the huge costs of

capitalizing a new brewery and allows expansion to be funded through

cash flow; a situation most companies can only dream of. It also

allows Oregon Trail to enter the six-pack market without ever worrying

about the headaches of running and maintaining a complex,

automated bottling line. Of course, the profit margin is reduced, with

Yamhill getting a cut on each barrel produced, but Wills feels that with

a 10-15% margin, Oregon Trail can do just fine.

 

With the added capacity that Yamhill provides, Wills and Bockmore

feel that Oregon Trail can hit their goal of 3000 bbl within a year after

contract brewing begins. In addition, the Yamhill bottling line will help

them move toward their eventual target of 75% bottled sales and

25% keg sales. It also allows them to break into other regional

markets with six packs, as so many other Pacific Northwest brewers

have done in the past two years.

 

It's certainly not your normal solution to the problems that growth

brings, but Oregon Trail's Dave Wills and Jerry Bockmore are not your

average craft-brewing entrepreneurs. As befits the name, Oregon Trail

has a lot of history behind it, and -- also in keeping with a state

known for its pioneering spirit -- a few more chapters remainingto be

written.

 

No End of the trail in Sight

   

 

In rebuilding the Oregon Trail Brewery, Wills and Bockmore have

taken it from the locked doors of an imminent bank foreclosure to the

GABF awards ceremony. What's next? However it ends up, it will surely

prove to be another interesting story in the evolution of craft brewing.