UPDATE – Successful Cannabis Business DIY Program

Cannabis Regulations

Workshop Overview

 

  1. Regulations Overview and Local Approval (Approx 3 hours)
  2. Temp. License Application Process – Includes information about all required elements of the temporary license application for the BCC, CDFA and/or CDPH (Approx 3 hours)
  3. Annual License Application 1 – Business Plan & Description, Business Formulation Documents, Fictitious Business Name Process (Approx 3 hours)
  4. Annual License Application 2 – Lists of Funds, Lists of Loans, Lists of Investments, Lists of Gifts, List of every individual with financial interest (approx 3 hours)
  5. Annual License Application 3 – List of every owner, Livescans, Evidence of Legal Right To Occupy, Evidence of Premises Compliance, Labor Peace Agreement (Approx 3 hours)
  6. Annual License Application 4 – Seller’s Permit, Proof of Bond, Standard Operating Procedures (Approx 3 hours)
  7. Annual License Application 5 – Cultivation Plan, Water Board Regs, Prohibited chemicals, heavy metals, etc. (Approx 3 hours)
  8. Annual License Application 6 – Track & Trace, Supply Chain, (Approx 3 hours)
  9. Maintaining Your License – Liability Issues, Potential hurdles, What to watch out for, Maintaining your License. (Approx 3 hours)
  10. Having a successful business – Your website, marketing your business, setting yourself apart in the industry, Branding, Trademarking (Approx 3 hours)

 

*** Between Workshops 2 & 3 there will be a week off to complete your TEMPORARY STATE APPLICATION and sit down with us to review before submitting

OR

Bank that 2-hour appointment for when you are ready to do so

AFTER WORKSHOP 10 THERE WILL BE ANOTHER OPPORTUNITY TO HAVE A 2-HOUR APPOINTMENT TO REVIEW YOUR ANNUAL APPLICATION 

OR

BANK THAT APPOINTMENT AS WELL

*** Program subject to change based on changes made by the State regulatory agencies

For more information go to Successful Cannabis Business DIY Program

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Successful Cannabis Business DIY Program

Announcement

The purpose of this announcement is to gauge the interest in the DIY Program. The DIY Program is still being created and some of the elements of the program may change. The intent is to offer the DIY Program in Northern California (In the Sacramento Area), between March and May, and Southern California (Location TBD), between June and August, for approved participants.

 

Attorney Dale Schafer is a pioneer in the cannabis industry, practicing attorney of more than 30 years and expert on the california cannabis regulations. Since 1999 Mr Schafer has been working hard to help small cannabis business owners to follow california state law and bridge the gap between medical cannabis businesses and policy makers in local municipalities. As California moves into a regulated and legal market, Mr. Schafer is focused on helping small cannabis businesses to be successful and sustainable, not only in the application process but also in their first years of official business.

 

The average consultant/attorney charges approximately $25,000, per license, to complete the necessary paperwork to obtain the temporary and annual state cannabis license. That fee does not include the necessary education to be successful and sustainable, in the california cannabis industry, over the next 5+ years. It is the objective, of the Law Office of Dale Schafer, to participate in training and educating cannabis business owners to not only complete their paperwork but also to understand the landscape, of the up and coming cannabis industry, so as to be as successful as possible. It was with this objective, in mind, that we created the Successful Cannabis Business DIY Program and set the fee at approximately ¼ of that $25,000 cost.

 

The Successful Cannabis Business DIY Program is a pilot program, offered by the Law Office of Dale Schafer, to help cannabis business owners, who would only be prohibited by the cost of hiring an attorney to handle their paperwork needs in order to successfully open a legal state cannabis business within California. The program has been created to walk the applicant through the entire temporary and annual application process as well as many issues, the applicant will face, within the first year of business. The applicant will receive a 3-ring binder with resources to help with your application and business set-up process, sections and notes for each workshop, as well as section for the applicant’s business plan and standard operating procedures.

 

The objective, of the Successful Cannabis Business DIY Program is to help cannabis business owners, struggling to come up with all of the funds to obtain and maintain their temporary and annual state license, obtain all of the necessary tools to be as successful as possible in their application process as well as within their first year of business.

 

The goal, of the Successful Cannabis Business DIY Program is to offer each of the cannabis businesses, admitted into our program, all of the necessary one-on-one appointments, workshops, physical and online resources, etc. to obtain their temporary and annual license as well as maintain their license through the first year of business.

 

Who Will Benefit From The Program:

  • California cannabis business owners looking to transition from a non-profit mutual benefit model to a state licensed, for-profit, cannabis business.
  • New cannabis business owners looking to open a legal, state licensed, cannabis business in the State of California.
  • Operations Managers and/or Compliance Officers for licensed cannabis businesses

 

Please Note:

  • Only 25 applicants will be admitted into the Successful Cannabis Business DIY Program per program phase
  • The first phase will begin in March of 2018
  • Each program phase will be 12 weeks in total
  • Each and every client, of The Law Office of Dale Schafer, is required to complete an initial consultation. The initial consultation is approximately 2 hours, in length, and is billed at a rate of $500. Should Mr. Schafer determine that you are a candidate for the Successful Cannabis Business DIY Program, the initial consultation fee will be applied to the $7,500 program fee and your initial consultation requirement will be checked off as completed.
  • The order of workshops and/or content discussed within the workshop is subject to change based upon changes made within the state regulatory systems, development within the industry and/or subject matter which is found to be beneficial to the applicant.

 

Applicant Requirements:

  1. Applicant must sign a contract and pay a $7,500 fee to begin the program.

 

  1. Applicant must participate in a consultation which will be approximately 2 hours in length. Discussed at the consultation will be the desired license(s) to obtain, any potential hurdles to obtaining said license(s) and a basic plan to obtaining and maintaining said license(s).

 

  1. Applicant must attend and participate in the required workshops as follows:
    1. Regulations Overview (Approx 3 hours)
    2. Temp. License Application Process – Includes information about all required elements of the temporary license application for the BCC, CDFA and/or CDPH (Approx 3 hours)
    3. Annual License Application 1 – Business Plan & Description, Business Formulation Documents, Fictitious Business Name Process (Approx 3 hours)
    4. Annual License Application 2 – Lists of Funds, Lists of Loans, Lists of Investments, Lists of Gifts, List of every individual with financial interest (approx 3 hours)
    5. Annual License Application 3 – List of every owner, Livescans, Evidence of Legal Right To Occupy, Evidence of Premises Compliance, Labor Peace Agreement (Approx 3 hours)
    6. Annual License Application 4 – Seller’s Permit, Proof of Bond, Standard Operating Procedures (Approx 3 hours)
    7. Annual License Application 5 – Cultivation Plan, Water Board Regs, Prohibited chemicals, heavy metals, etc. (Approx 3 hours)
    8. Annual License Application 6 – Track & Trace, Supply Chain, Local Authorization (Approx 3 hours)
    9. Maintaining Your License – Liability Issues, Potential hurdles, What to watch out for, Maintaining your License. (Approx 3 hours)
    10. Having a successful business – Your website, marketing your business, setting yourself apart in the industry (Approx 3 hours)

 

  1. Between workshop’s B & C there will be a required consultation appointment to review all of the client’s collected elements, of the Temporary License Application, and ensure that all of the elements are up to par and therefore is likely to be accepted and approved by the regulating agency. (NOTE – From the date the Temporary Application is submitted there is approximately 30 days to get approved by the regulating agency. From the date the Temporary Application is approved there is 120 days to get the Annual Application submitted and approved by the regulating agency.)

 

  1. After all workshops have been completed their will be a required exit appointment to review all of the client’s collected elements, of the Annual License Application, and ensure that all of the elements are up to par and therefore it is likely that the application will be accepted and approved by the regulating agency. All final questions will be answered and the client will be exited from the program.

 

To Qualify Client MUST: (No Exceptions)

  • Have completed their Initial Consultation before the 1st Workshop date.
  • Have signed their contact before the 1st workshop date.
  • Have paid their program fee before the 1st workshop date.
  • Be willing and able to attend ALL workshop dates. Each date will cover a great amount of information essential to understanding exactly how to be successful in both submitting their application and running their business. However, we should consider allowing the main participant to list up to 2 alternate participants who could attend in their place should an emergency come up and the participant is unable to attend a workshop date.
  • Complete the entire program, including the exit appointment, within the allotted 12 week time period.

 

Program Timeline

  • First Workshop to begin in the 1st week of March
  • Workshops will run every Thursday from March – May:

Regulations Overview TBD

Temp. License Application Process TBD

Annual License Application 1 TBD

Annual License Application 2 TBD

Annual License Application 3 TBD

Annual License Application 4 TBD

Annual License Application 5 TBD

Annual License Application 6 TBD

Maintaining Your License TBD

Having a successful business TBD

*** You have approx. 2 weeks to complete your exit appointment and finish the program ***

 

What The Program Provides For The Applicant:

  • Approximately 30 hours of workshop time with Attorney Dale Schafer.
  • A 3-ring binder filled with cannabis business resources and workshop content.
  • One-on-one appointment to review both the Temporary Application and the Annual Application for the applicant’s cannabis license(s).
  • Access, via email and phone, to Attorney Dale Schafer’s staff, to answer questions, as the applicant completes their application process.

 

Application Process

To apply for the program click the link, below, and we will contact you once we are notified that your application has been received. If you have not heard from our office, within 2 business days, please email daleschaferlaw@gmail.com

https://form.jotform.com/80057095384157

Introduction Of The New Dale Schafer Law

Many of you know me….

In 1999 myself, and my former wife Dr. Marion “Mollie” Fry started the California Medical Research Center, in Cool California, to help patients across the state to obtain a medical cannabis recommendation under California’s Prop 215.

In 2001, after acquiring over 5,000 patients, testifying on behalf of legal patients across the State and throwing my hat in the ring for El Dorado County District Attorney, our home and office were raided by the DEA.

I have provided some references for you:
https://www.counterpunch.org/2011/05/06/why-did-the-feds-target-mollie-fry-md-and-dale-schafer/
http://www.sacbee.com/news/state/california/california-weed/article2573276.html
In 2005, after years of sifting through the seized evidence (from our home and office) and rulings on several important cases, such as US vs.The Oakland Cannabis Buyers Coop and Gonzalez vs. Raich, Mollie and I were arrested by the Federal Government.

In 2008, after a long trial and unfortunate conviction, Mollie and I were given a 5-year minimum mandatory sentence in federal prison.

In 2011 we entered the federal prison system in order to serve our mandated prison sentence


Dr. “Mollie” Fry & Dale Schafer – NORML, 2002

Since My Release

Since my release, from federal prison, I have been spending my time speaking, on behalf of Prisoners Of The Drug War (POW’s), getting reacquainted with friends and family, awaiting my release from federal probation, and learning the complex MAUCRSA Regulations so that I could re-open my law practice and begin assisting cannabis business owners in obtaining their state and local permits as soon as I was released from federal probation.
Read More

Free At Last…..

On November 29, 2017 I, through my attorney Omar Figeroa, was notified that I had been released from federal probation and was free to re-open my law practice immediately.

Over the weekend of December 9th – 10th I attended the 2017 Emerald Cup to celebrate with my friends and hand out business cards to those who may be seeking a local and state cannabis permit to operate after January 1, 2018.

Services I Am Offering

California Cannabis Business Law

Let me help you to obtain all of the insight and necessary parts of a local and state California cannabis permit.

California Cannabis Compliance

Once you have obtained your local and state permit, let me help you to do regular compliance checks to ensure that you have no issues with maintaining your local and state permits.

Compliance Education

Let me educate you, and your staff, about what is necessary to obtain and maintain your local and state cannabis permits.

Keynote & Panel Speaker

If you are looking for someone you add to your event I would be happy to help.

To Contact Me

Visit my website www.daleschaferlaw.com

Reach out by email at daleschaferlaw@gmail.com

By phone at 916-740-2141

How to Write a Standard Operating Procedure

Print

THE NEW CALIFORNIA CANNABIS REGULATIONS REQUIRE STANDARD OPERATING PROCEDURES FOR ALL PHASES OF A LICENSED CANNABIS BUSINESS. 

I HOPE THIS WILL PROVIDE A STARTING POINT TO HELP WRITE SOP’S FOR YOUR CANNABIS APPLICATION AND BUSINESS. 

 


How to Write a Standard Operating

Procedure

 

A Standard Operating Procedure (SOP) is a document consisting of step-by-step information on how to execute a task. An existing SOP may need to just be modified and updated, or you may be in a scenario where you have to write one from scratch. It sounds daunting, but it’s really just a checklist. See Step 1 to get the ball rolling.

 

Formatting Your SOP

  1. Choose your format. There is no right or wrong way to write an SOP. However, your company probably has a number of SOPs you can refer to for formatting guidelines, outlining how they prefer it done. If that’s the case, use the pre-existing SOPs as a template. If not, you have a few options:
    • A simple steps format. This is for routine procedures that are short, have few possible outcomes, and are fairly to the point. Apart from the necessary documentation and safety guidelines, it’s really just a bullet list of simple sentences telling the reader what to do.
    • A hierarchical steps format. This is usually for long procedures — ones with more than ten steps, involving a few decisions to make, clarification and terminology. This is usually a list of main steps all with substeps in a very particular order.
    • A flowchart format. If the procedure is more like a map with an almost infinite number of possible outcomes, a flowchart may be your best bet. This is the format you should opt for when results aren’t always predictable.
  2. Consider your audience. There are three main factors to take into account before writing your SOP:
    • Your audience’s prior knowledge. Are they familiar with your organization and its procedures? Do they know the terminology? Your language needs to match the knowledge and investment of the reader.
    • Your audience’s language abilities. Is there any chance people who don’t speak your language will be “reading” your SOP? If this is an issue, it’s a good idea to include lots of annotated pictures and diagrams.
    • The size of your audience. If multiple people at once are reading your SOP (those in different roles), you should format the document more like a conversation in a play: user 1 completes an action, followed by user 2, and so on and so forth. That way, each reader can see how he or she is an integral cog in the well-oiled machine.
  3. Consider your knowledge. What it boils down to is this: Are you the best person to be writing this? Do you know what the process entails? How it could go wrong? How to make it safe? If not, you may be better off handing it over to someone else. A poorly-written — or, what’s more, inaccurate — SOP will not only reduce productivity and lead to organizational failures, but it can also be unsafe and have adverse impacts on anything from your team to the environment. In short, it’s not a risk you should take.
    • If this is a project you’ve been assigned that you feel compelled (or obligated) to complete, don’t shy away from asking those who complete the procedure on a daily basis for help. Conducting interviews is a normal part of any SOP-creating process.
  4. Decide between a short or long-form SOP. If you’re writing or updating an SOP for a group of individuals that are familiar with protocol, terminology, etc., and just would benefit from a short and snappy SOP that’s more like a checklist, you could just write it in short-form.
    • Apart from basic purpose and relevant information (date, author, ID#, etc.), it’s really just a short list of steps. When no details or clarification are needed, this is the way to go.
  5. Keep your SOP purpose in mind. What’s obvious is that you have a procedure within your organization that keeps on getting repeated over and over and over. But is there a specific reason why this SOP is particularly useful? Does it need to stress safety? Compliance measures? Is it used for training or on a day-to-day basis? Here are a few reasons why your SOP is necessary to the success of your team:
    • To ensure compliance standards are met
    • To maximize production requirements
    • To ensure the procedure has no adverse impact on environment
    • To ensure safety
    • To ensure everything goes according to schedule
    • To prevent failures in manufacturing
    • To be used as training document
      • If you know what your SOP should emphasize, it’ll be easier to structure your writing around those points. It’s also easier to see just how important your SOP is.

Part2

Writing Your SOP

  1. Cover the necessary material. In general, technical SOPs will consist of four elements apart from the procedure itself:
    • Title page. This includes 1) the title of the procedure, 2) an SOP identification number, 3) date of issue or revision, 4) the name of the agency/division/branch the SOP applies to, and 5) the signatures of those who prepared and approved of the SOP. This can be formatted however you like, as long as the information is clear.
    • Table of Contents. This is only necessary if your SOP is quite long, allowing for ease of reference. A simple standard outline is what you’d find here.
    • Quality Assurance/Quality Control. A procedure is not a good procedure if it cannot be checked. Have the necessary materials and details provided so the reader can make sure they’ve obtained the desired results. This may or may not include other documents, like performance evaluation samples.
    • Reference. Be sure to list all cited or significant references. If you reference other SOPs, be sure to attach the necessary information in the appendix.
      • Your organization may have different protocol than this. If there are already preexisting SOPs you can refer to, abandon this structure and adhere to what’s already in place.
  2. For the procedure itself, make sure you cover the following:
    • Scope and applicability. In other words, describe the purpose of the process, its limits, and how it’s used. Include standards, regulatory requirements, roles and responsibilities, and inputs and outputs.
    • Methodology and procedures. The meat of the issue — list all the steps with necessary details, including what equipment needed. Cover sequential procedures and decision factors. Address the “what ifs” and the possible interferences or safety considerations.
    • Clarification of terminology. Identify acronyms, abbreviations, and all phrases that aren’t in common parlance.
    • Health and safety warnings. To be listed in its own section and alongside the steps where it is an issue. Do not gloss over this section.
    • Equipment and supplies. Complete list of what is needed and when, where to find equipment, standards of equipment, etc.
    • Cautions and interferences. Basically, a troubleshooting section. Cover what could go wrong, what to look out for, and what may interfere with the final, ideal product.
      • Give each of these topics their own section (usually denoted by numbers or letters) to keep your SOP from being wordy and confusing and to allow for easy reference.
      • This is by no means an exhaustive list; this is just the tip of the procedural iceberg. Your organization may specify other aspects that require attention.
  3. Make your writing concise and easy to read. Odds are your audience isn’t choosing to read this for fun. You want to keep it short and clear — otherwise their attention will stray or they’ll find the document formidable and hard to grasp. In general, keep your sentences as short as possible.
    • Here’s a bad example: Make sure that you clean out all of the dust from the air shafts before you begin using them.
    • Here’s a good example: Vacuum all dust from air shafts before use.
    • In general, don’t use “you.” It should be implied. Speak in the active voice and start your sentences with command verbs.
  4. If necessary, interview the personnel involved in the process on how they execute the task. The last thing you want to do is write an SOP that is just plain inaccurate. You’re compromising the safety of your team, their efficacy, their time, and you’re taking an established process and not paying it any mind — something your teammates may find a little offensive. If you need to, ask questions! You want to get this right.
    • Of course, if you don’t know, ask multiple sources, covering all roles and responsibilities. One team member may not follow standard operating procedure or another may only be involved in a portion of the deed.
  5. Break up large chunks of text with diagrams and flowcharts. If you have a step or two that are particularly intimidating, make it easy on your readers with some sort of chart or diagram. It makes it easier to read and gives the mind a brief hiatus from trying to make sense of it all. And it’ll be appear more complete and well-written for you.
    • Don’t include these just to bulk up your SOP; only do this if necessary or if trying to bridge a language gap.
  6. Make sure each page has control document notation. Your SOP is probably one of many SOPS — because of this, hopefully your organization has some type of larger database cataloguing everything within a certain reference system. Your SOP is part of this reference system, and therefore needs some type of code in order to be found. That’s where the notation comes in.
    • Each page should have a short title or ID #, a revision number, date, and “page # of #” in the upper right hand corner (for most formats). You may or may not need a footnote (or have these in the footnote), depending on your organization’s preferences.

Part3

Ensuring Success and Accuracy

  1. Test the procedure. If you don’t want to test your procedure, you probably haven’t written it well enough. Have someone with a limited knowledge of the process (or a person representative of the normal reader) use your SOP to guide them. What issues did they run across? If any, address them and make the necessary improvements.
    • It’s best to have a handful of people test your SOP. Different individuals will have different issues, allowing for a wide variety of (hopefully useful) responses
    • Be sure to test the procedure on someone who’s never done it before. Anyone with prior knowledge will be relying on their knowledge to get them through and not your work, thus defeating the purpose.
  2. Have the SOP reviewed by those who actually do the procedure. At the end of the day, it doesn’t really matter what your bosses think of the SOP. It’s those who actually do the work that it matters to. So before you submit your work to the higher ups, show your stuff to those that’ll be doing (or that do) the job. What do they think?
    • Allowing them to get involved and feel like they’re part of the process will make them more likely to accept this SOP you’re working on. And they’ll inevitably have some great ideas!
  3. Have the SOP reviewed by your advisors and the Quality Assurance team. Once the team gives you the go ahead, send it to your advisors. They’ll probably have less input on the actual content itself, but they’ll let you know if it meets formatting requirements, if there’s anything you missed, and the protocol for making it all official and input into the system.
    • Route the SOP for approvals using document management systems to ensure audit trails of the approvals. This will vary from organization to organization. Basically, you want everything to meet guidelines and regulations.
    • Signatures will be necessary and most organizations nowadays have no problem accepting electronic signatures.
  4. Once approved, start implementing your SOP. This may involve executing a formal training for the affect personnel (e.g. classroom training, computer-based training, etc.) or it may mean your paper is hung up in the bathroom. Whatever it is, get your work out there! You worked for it. Time for recognition!
    • Be sure your SOP remains current. If it ever gets outdated, update it, get the updates re-approved and documented, and redistribute the SOP as necessary. Your team’s safety, productivity, and success matter on it.

This information is courtesy of Wikihow.com

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