HomeMy WebLinkAboutLab Tested Digital Cannabis Business Operator Permit - CompleteCITY OF SAN LUIS OBISPO
Commercial Business Operators Permit
Application
LAB TESTED SLO LLC
3563 Sueldo Rd. Suite R, San Luis Obispo, Ca, 93401
TABLE OF CONTENTS
I.Commercial Cannabis Application Packet 3-8
A.Owner Consent Form 9-10
B.Owner Release Form 11-12
C.Business Operations Plan 13-14
1.Business Plan 13
2.Cash Handling 13
3.Product Transportation 13
4.Community Relations Plan 14
5.State Licences 14
6.Insurance 14
7.Budget 14
8.Financial Capacity 14
9.Products and Services 15
D.Community Benefit 15
1.Staffing 15
2.Community Support 15
E.Education Plan 15
1.Cannabis Education 15-16
2.Prevention Efforts 16
F.Security Plan (Appendix D)16
1.Security site plan(Appnedix E)16
G.Lighting Plan(Appendix E)16
H.Site and Floor Plan (Appendix E)16
I.Water Efficiency Plan 16
J.Odor Control Plan 16-17
K.Hazardous Materials and Waste Managment 17
1.Hazardous Materials 17
2.Waste Management plan 17
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L.Energy Efficiency Plan 17
II.Appendices 18-37
A.Community Relations Director Contact Form 19
B.Insurance Application 20-29
C.Estimated Income Statement 30
D.Security Plan 31-32
E.Security Site Plan 36-37
E. Camera Locations 36-37
E. Lighting Plan 36
E. Site and Floor plans 33-37
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I. Application Packet
CITY OF SAN LUIS OBISPO
Community Development Department
919 Palm Street, San Luis Obispo, CA 93401
805.781.7170
Commercial Cannabis Business Operators Permit Application
A.Business Information
Business Name: Lab Tested SLO LLC
Property Address: 3563 Sueldo St Suite R, San Luis Obispo CA, 93401
Assessor Parcel Number: 053-253-032 Zoning Designation: C-S
B.Business Type (Check all that apply)
Cultivation - Specialty (Up to 5,000
Sq. Ft. Max)
Cultivation - Small (5,001 - 10,000
Sq. Ft. Max)
Cultivation – Nursery (Up to 10,000
Sq. Ft. Max)
Manufacture (Non-volatile Raw
Product Extraction)
Manufacture (Cannabis Infusion) Manufacture (Itinerant – No
permanent facility)
Manufacturer (Research and
Development)
Distributor Testing Laboratory
Retailer Storefront (Adult-use) Retailer Storefront (Medical) Retailer Storefront (Adult-use and
Medical)
Retailer Non-storefront (Adult-use) Retail Non-Storefront (Medical) Retail Non-storefront (Adult-use and
Medical
Transporter Microbusiness (No more than 50%
GR* from cultivation, distribution
and manufacturing)
Microbusiness (More than 50% GR*
from cultivation, distribution and
manufacturing)
GR – Gross Receipts
C.Definitions
Applicant - The entity petitioning for the Cannabis Business Operator Permit.
Principal(s) - The individual members of the applicant team.
Primary Principal -An individual who has a 10%or greater ownership stake of the applicant business,which
includes partners,officers,directors,and stockholders of every corporation,limited liability company,or general
limited partnership that owns at least 10%of the stock,capital,profits,voting rights,or membership interest of the
commercial cannabis business or that is one of the partners in the commercial cannabis business;the managers of
the commercial cannabis business.
Operator - An applicant that has been licensed and conducts or conducted active cannabis operations.
Majority - A greater number; more than half. An equal number does not constitute a majority.
D.Applicant Information
Name of Primary Responsible Party Completing the Application: Nathaniel Heintz-Hargitt
Title: Manager DOB:
Social Security No:
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If applicant is a not for profit, corporation, partnership or other business entity, please identify:
Name of Business Entity: Lab Tested SLO LLC
Type of Ownership: Partnership LLC
Federal Tax Id: Start Date: 01/23/2019
Mailing Address:
Primary Phone No: Alt. Phone No:
Email Address:
Preferred method of contact (check one) Mail Phone Email
E.Additional Responsible Party Information
Name: Jesus Alonzo Quiroz
Title: Manager DOB:
Social Security No:
Mailing Address:
Primary Phone No: Alt. Phone No:
Email Address:
Preferred method of contact (check one) Mail Phone Email
Please attach additional sheets if there are more than 2 Responsible Parties.
F.Information on Property Owner or Landlord
Name: Matthew W. Anderson
Mailing Address:
Primary Phone No: (Alt. Phone No:
Email Address:
Preferred method of contact (check one) Mail Phone Email
If the applicant is not the legal owner of the property, the application must be accompanied by a notarized Owner’s
Statement of Consent to operate a commercial cannabis business on the property.
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G.Related License Information
The applicant and/or responsible parties has been associated with a commercial cannabis business permit in the
past 10 years.
Yes No (If yes, please provide the following information)
Name:
City or County: Start Date: End Date:
Business Name: Business Type:
Please attach additional sheets if necessary.
Required Submissions (Please check the box for each attachment)
Please attach all applicable documents listed below as part of your application as they pertain to your business type.
For any items that do not apply to your business type, please provide a brief explanation as to why they do not apply.
Business Operations Plan
Business Plan:A plan describing how the commercial cannabis business will operate in accordance with City
code,state law,and other applicable regulations.The business plan must include plans for handling cash and
transporting cannabis and cannabis products to and from the site.
Community Relations Plan:A plan describing who is designated as being responsible for outreach and
communication with the surrounding community,including the neighborhood and businesses,and how the
designee can be contacted.
State Licenses:Copies of the state licenses relating to the commercial cannabis business licenses,the applicant
holds (when available).
Tax Compliance:A current copy of the applicant’s city business operations tax certificate,state sales tax seller’s
permit,and the applicant’s most recent year’s financial statement and tax returns (for first time applicants,the
business operations tax account will be set up in-house after the application has been submitted).
Insurance:The applicant’s certificate of commercial general liability insurance and endorsements and certificates
of all other insurance related to the operation of the cannabis business.
Budget: A copy of the applicant’s most recent annual budget for operations (If available)
Financial Capacity:Financial information such as bank balances,available loans and other sources of funding
the enterprise.
Products and Services: A list/description of the general products and services the business will provide.
Community Benefit:The applicant shall demonstrate to the satisfaction of the City of its intent to local hiring and
community support.
Education Plan:A plan describing the type of cannabis education and prevention efforts that will be provided by
the business to the community.
Security Plan:A detailed security plan outlining the measures that will be taken to ensure the safety of persons
and property on the business site. The security plan must be prepared by a qualified professional.
Lighting Plan:A detailed lighting plan showing existing and proposed exterior and interior lights that will provide
adequate security lighting for the business site.
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Site and Floor Plans:A dimensioned site plan of the business site,including all buildings,structures,driveways,
parking lots,landscape areas and boundaries.Also provide dimensioned floor plans for each level of each building
that makes up the business site,including the entrances,exits,walls and cultivation areas,if applicable.The plans
shall also include the following information about the site:current zoning,parking requirements,consistency with
development standards for the zone,if new development planned for the site,and any other site development
information.
Water Efficiency Plan:The applicant shall demonstrate to the satisfaction of the City that sufficient water supply
exists for the use.
Odor Control Plan:A detailed plan describing how the applicant will prevent all odors generated from the
cultivation,manufacturing and storage of cannabis from escaping from the buildings on the business site,such that
the odor cannot be detected by a reasonable person of normal sensitivity outside the buildings.
Hazardous Materials Plan:To the extent that the applicant intends to use any hazardous materials in its
operations,the applicant shall provide a hazardous materials management plan that complies with all federal,state
and local requirements for management of such substances.
Energy Efficiency Plan:Documentation that the applicant has identified the best way,including carbon free
power sources to provide reliable and efficient energy solutions for their business.
H.City Authorization
I, the applicant, provide authorization and consent for the City Manager or his/her designee to seek verification of
the information contained on this application.
I.Indemnification
I,the applicant,agree to the fullest extent permitted by law,any actions taken by a public officer or employee
under the City of San Luis Obispo regulations for Commercial Cannabis Businesses,shall not become a personal
liability of any public officer or employee of the City.To the maximum extent permitted by law,the permittee shall
defend (with counsel acceptable to the City),indemnify and hold harmless the City of San Luis Obispo,the San Luis
Obispo City Council,and its respective officials,officers,employees,representatives,agents and volunteers from any
liability,damages,actions,claims,demands,litigations,loss (direct or indirect),causes of action,proceedings,or
judgments (including legal costs,attorneys’fees,expert witness or consultant fees,City Attorney or staff time,
expenses or costs)against the City to attach,set aside,void or annul,any cannabis-related approvals and actions
and strictly comply with the conditions under which such permit is granted,in any.The City may elect,in its sole
discretion,to participate in the defense of said action and the permittee shall reimburse the City for its reasonable
legal costs and attorneys’ fees.
J.Nonrefundable Filing Fee
I,the applicant,understand and accept that the nonrefundable filing fee must be submitted with the competed
Commercial Cannabis Business Operators Permit Application and will be retained by the City regardless of the
out-come of the application review.
K.Background – Request for Live Scan Services
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I,the applicant,understand that a completed and processed Request for Live Scan Service,State of California
Form BCIA 8016,as determined by the City of San Luis Obispo,by a duly authorized business must be provided for
the applicant and all interested parties.All applicable fees and charges are the responsibility of the applicants and
interested parties.
L.Disqualification
Application was received late
Application is incomplete or inaccurate
Facility does not meet City business licensing standards
More than one application is received for the same cannabis business type on one property (stacking of
applications)
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Business Operations Plan
Business Plan
Lab Tested SLO LLC's goal is to establish an integrated commercial cannabis business in San Luis Obispo
City. Focusing on Retail None storefront(mobile delivery), Processing, and Distribution. With the
objective of providing high quality lab tested products to San Luis Obispo County at a cost effect price
while supporting and educating the community.
In order to stay in compliance with all local and state regulations Lab Tested SLO LLC will act in
accordance with all local and state regulations. The Mobile Delivery will be providing third party lab
tested cannabis and CBD products to members over the age of 21 with a valid government issued ID or
to members with a state issued medical card and matching government issued ID in San Luis Obispo
County. The products provided through the delivery service will include flower, concentrates, and edibles
all of which will be labeled and packaged in compliance with regulations. All products will come from
licenced facilities with a focus on supporting local. With the use of Metrc (California Cannabis Track and
Trace) integrated programs Lab Tested Slo will be able to ensure all products distributed and processed
are coming from state licensed sources.
Cash Handling
Product Transportation
As Lab Tested Slo is a mobile delivery, distribution and processing company the movement of any and all
cannabis products will be tracked in accordance with local and state regulations. All products to be
distributed, delivered, or processed will be tracked via QR code connected to a system integrated with
Metrc to ensure the highest level of tracking. All product being distributed to Lab Tested Slo will be done
in accordance with local and state regulations ensuring all product is tracked and tested. To ensure the
proper tracking of product all distribution, transport, and delivery vehicles will require GPS tracking to
the extent required by local and state regulations and all product in vehicles must be properly checked
out of the safe room prior to loading. The Delivery area will be used to pull vehicles into building so as to
load and unload product inside building behind closed garage entry.
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Community Relations
Lab Tested Slo is committed to being a model community member and as such will outreach to the
surrounding community and businesses to educate and inform of the new business, as well as to
establish goals within the community of which Lab Tested Slo may donate volunteer hours and/or
finances to achieve the desired outcomes of the communities goals. Through the designation of a
primary partner of Lab Tested Slo all community relations will be done in a timely manner ensuring all
community correspondence take place in a timely manner. Designated community relations director can
be reached through email, social media, and phone. Upon local approval, state approval and receiving
occupancy Lab Tested Slo’s community relations director will directly reach out to the local community
and business supplying them with multiple methods of contact. The most basic of such information being
a contact form. (Appendix A)
State Licenses
All state licences to be supplied upon receipt
Tax Compliance
Lab Tested Slo LLC was created January 2019 as such has not received tax documentation. All
documentation will be supplied upon issuance. Lab Tested Slo LLC will follow all state and local tax
regulations and will hire an outside CPA service to ensure compliance.
Insurance
Lab Tested Slo LLC will act in accordance with all state and local insurance requirements by obtaining all
insurance requirements from local and state regulators. Lab Tested Slo LLC has already been working
with California Meridian Insurance services, Inc. out of Paso Robles to obtain all necessary insurances.
One of such applications which was provided by California Meridian Insurance and has been submitted is
available in the appendices. (Appendix B)
Budget
Lab Tested Slo is a new company which makes it so there are no recent annual budgets available. As
such an estimated first years budget page is included. (Appendix C)
Financial Capacity
The initial capital requirements for the company will be the initial city application fee, the yearly city
license, as well as all state licensing fees. Other initial associated costs will include permits to operate a
business, permits for site improvements, updating the site to meet local and state security requirements.
The owners will fund a minimum of 50% and a maximum of 100% of all costs associated with licensing,
building improvements, inventory procurement, and business expenses through personal funds. Should
the company require more capital than the owners are able to provide through personal finance owners
will either obtain a private loan, or bring on investors.
Owners plan on implementing marketing strategies prior to opening to push merchandise sales, educate
the public, and ensure market awareness so that upon opening there is brand recognition.
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All initial capital needs will be covered by partners who have a bank balance of should
these balances not prove to be sufficient funding owners will either obtain a private loan, or bring on
investors. Owners have spoken with outside parties willing to loan the necessary monetary needs for the
business to succeed as well as taken steps to find individuals in the local community who would
purchase ownership in the company should it be necessary.
Products and Services
Lab Tested LLC will provide a variety of products and services to San Luis Obispo County including but
not limited to cannabis and medical cannabis products (flower, concentrates, edibles, tinctures, topicals,
vape cartridges), distribution services(transportation and storage), and processing(packaging and post
production needs). Other products and services include CBD(flower, topicals, consumables),
merchandise, as well as educational materials, resources, and programs for the community. The product
being distributed and sold through Lab Tested SLO will vary in potency. Potency will be listed on
packaging along with state warning logos.
Community Benefit
Staffing
Lab Tested Slo is committed to the San Luis Obispo community with plans on hiring 90% or more of its
employees from the local San Luis Obispo Community. In an effort to support the local communities Lab
Tested Slo plans on compensating employees at or 40% above the average median entry level positions
ensuring compensation is competitive.
Community Support
Lab Tested Slo will implementing methods to support the local community. With sourcing a minimum of
80% of all product and equipment from local businesses, donating a minimum of 20h per month to the
local community through volunteering, and supplying educational resources. The owners of Lab Tested
Slo have already participated in community support through supporting the integrity and safety of our
coastlines and beaches by joining and assisting organizations with the removal of over 600lbs of waste.
The owners of Lab Tested Slo plan on committing a minimum of $1000 per month to support community
programs, local non profit organizations and youth programs.
Lab Tested Slo plans on supporting its direct industrial community through multiple avenues most
notably committing to significantly improve facilities including but not limited to upgrading and rebuild
gated areas around trash, supplying of receptacle for recycling as well as landscaping and maintenance
needs.
Educational Plan
Cannabis Education
With the legalization of cannabis many people are seeking answers to many questions regarding the
cannabis and CBD industry as such Lab Tested Slo will provide multiple resources for the community to
ensure all community members seeking information are provided with ample information and resources
of the effects, research that's been done, potential side effects, negative and beneficial outcome of its
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use. All resources will be available on Lab Tested Slo’s webpage with connecting the community to local
educational programs as well as indicating dates that Lab Tested Slo will be holding informational
programs, options to view the latest research and development in cannabis. Other education programs
will be implemented in the direct industrial community through the Community Relations Director to
educate, inform, and supply resources so that all questions may be answered.
Prevention Efforts
With the goal of supporting the community Lab Tested Slo will strictly follow all state and local
regulations ensuring no person under the age of 21 will be able to obtain cannabis with resources
available to educate and inform parents of preventive and educational methods. Other methods of
prevention will include following local and state regulations regarding packaging ensuring all products
are not labeled or marketed in a manner that would be considered appealing to those under 21 and
ensuring all product is sold in state compliant child proof packaging.
Security Plan (Appendix D)
Security site plan (Appendix E)
Lighting Plan (Appendix E)
Site and Floor Plan (Appendix E)
Water Efficiency Plan
Water Consumption
Lab Tested Slo will solely be operating a retail non-storefront(mobile delivery), distribution and
processing business at the location. The described location is connected to city water which will allow for
ample water for the business use as the business has limited water needs.
Odor Control Plan
Odor Control
This facility will use industry best practices and leading edge technology as well as any
equipment or technology mandated by the City of San Luis Obispo and state regulators to prevent odor
issues at the business facility including:
Exhaust air filtration system with carbon filters/scrubbers will be used to prevents internal odors
from being emitted externally. The carbon air filters will “scrub” the odor from the
air which neutralizes the odor before it is exhausted out.
Equipment specs:
12" High Velocity Blower fan with a 48” Carbon Filter
Inline fans are perfect for carbon filters.
Controls odors and keeps rooms cool with this compact metal fan.
295-watt, 12-inch fan pushes 1,050 cubic feet per minute.
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In less than 2 minutes all of the air in the business will circulate through the Fan & filter combo
completely removing all of the odor.
Great for large spaces.
Carbon filter is Packed with highly porous charcoal.
Carbon Filter eliminates all odors as the air is forced by the millions of open fissures in the
packed charcoal.
In addition Ona Gel Blocks which were originally developed to control the smell of sewage facilities will
be used. Ona Gel Blocks are remarkably effective at neutralizing odors and leaving a pleasant fresh scent
which will be circulated through the business.
Hazardous Materials Plan
Hazardous Materials
Lab Tested Slo plans on using little to no hazardous materials in operation, any and all hazardous
materials will be stored in a locked cabinet with signs indicating hazardous materials storage area.
Personal Protective Equipment such as safety goggles, rubber gloves, emergency eye wash kit, and
tyvek suits will be kept on site.
Waste Management
All general waste generated through business will be disposed of through onsite dumpster bins which
are maintained weekley by local waste management company. Any and all waste that might include
cannabis product will will rendered unusable and disposed of as required by State and local regulations
through a licensed waste management company.
Energy Efficiency Plan
Energy efficiency
LabTested SLO LLC will implement best management practices to ensure a minimized carbon footprint.
By using LEED certified LED lights in the place of high consumption fluorescent light fixtures as well as
the use of LEED and Energy Star certified appliances Lab Tested SLO will greatly reduce its energy
consumption. Should the City of San Luis Obispo and the building owners allow the installation of a solar
panel system, Lab Tested Slo will hire a licensed contractor to install ample solar power and battery
storage for the business with supplemental energy to be used by other tenants.
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II Appendices
F.Community Relations Director Contact Form 17
G.Insurance Application 18-27
H.Estimated Income Statement 28
I.Security Plan 29-30
J.Security Site Plan 33-34
E. Camera Locations 33-34
E. Lighting Plan 34
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Appendix A
Lab Tested Slo
Community Relations Director Contact Form
Contact: Thaddeus Rice Williams
Address: 3563 Sueldo St, Suit R, San Luis Obispo
Phone: (
Email:
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Appendix B
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Appendix C
Lab Tested SLO
Estimated Income Statement
For the year ending one year from Opening: (USD - US Dollars)
Revenues:
Gross Sales:
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Appendix D
Lab Tested SLO
Security Plan
31
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Appendix E
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