HomeMy WebLinkAboutCoastal Delivery SLO, LLC Permit Application - completeCITY 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:
Property Address:
Assessor Parcel Number: Zoning Designation:
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 compa ny, 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:
Title: DOB:
Social Security No:
If applicant is a not for profit, corporation, partnership or other business entity, please identify:
Name of Business Entity:
Type of Ownership:
Federal Tax Id: Start Date:
Mailing Address:
Malante Hayworth
Co-Chief Executive Officer
Limited Liability Company
819 Reddick St, Santa Barbara, CA 93103
Coastal Delivery SLO, LLC
004-921-007
Coastal Delivery SLO, LLC
C-S
01/14/2019
Primary Phone No: Alt. Phone No:
Email Address:
Preferred method of contact (check one) Mail Phone Email
E. Additional Responsible Party Information
Name:
Title: 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:
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.
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.
Julian Michalowski
Co-Chief Executive Officer
See attached
California Coastal Investments, LLC
2436 Broad St, San Luis Obispo, CA 93401
2
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.
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, proceedi ngs, 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 filling 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
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)
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
E. Additional Responsible Party Information
E. Additional Responsible Party Information
Name: Josh Ginsberg
Title: Chief Operating Officer
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
Name: Kimberly Moffatt Jones
Title: Advisory Board Chair
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
Name: Eric Newton
Title: Project Director
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
1
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
E. Additional Responsible Party Information
Name: Rodessa Newton
Title: Community Director
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
Name: Kelsi Bonzi
Title: Sustainability Coordinator
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
Name: Jennifer Jacobsen
Title: Account Manager
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
2
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
E. Additional Responsible Party Information
Name: Lucy Matthews
Title: Community Coordinator
DOB:
Social Security No:
Mailing Address:
Primary Phone No:
Alt. Phone No:
Email Address:
Preferred method of contact: Email
3
oastal Delivery SLO, LLC
819 Reddick St, Santa Barbara, CA 93103
COMMERCIAL LEASE AGREEMENT
C.A.R. Form CL, Revised 12/15)
Date (For reference only):
Landlord") and
Tenant") agree as follows:
1. PROPERTY:Landlord rents to Tenant and Tenant rents from Landlord, the real property and improvements described as:
Premises"), which
Hayworth Group, 1187 Coast Village Rd. suite 1-410 Montecito CA 93108 805.886.8484 805.845.7723 747 Woodbridge
Malante Hayworth
DocuSign Envelope ID: 4EB15AB3-3EA5-47F1-93D7-7F96166B399B
Premises: Date
747 Woodbridge
DocuSign Envelope ID: 4EB15AB3-3EA5-47F1-93D7-7F96166B399B
Premises: Date
747 Woodbridge
DocuSign Envelope ID: 4EB15AB3-3EA5-47F1-93D7-7F96166B399B
Premises: Date
COMMERCIAL LEASE AGREEMENT (CL PAGE 4 OF 6)
Produced with zipForm® by zipLogix 18070 Fifteen Mile Road, Fraser, Michigan 48026 www.zipLogix.com
747 Woodbridge, San Luis Obispo Ca 93401 January 24, 2019
747 Woodbridge
DocuSign Envelope ID: 4EB15AB3-3EA5-47F1-93D7-7F96166B399B
Premises: Date
747 Woodbridge
DocuSign Envelope ID: 4EB15AB3-3EA5-47F1-93D7-7F96166B399B
Premises: Date
9
COMMERCIAL LEASE CONSTRUCTION
ACCESSIBILITY ADDENDUM
C.A.R. Form CLCA 11/16)
This is an addendum to the Commercial Lease Agreement (lease) dated
inwhich is referred to as "Landlord"
and is referred to as "Tenant".
Paragraph 34 of the lease is deleted in its entirety and replaced by the following:
9
Name Address Start Date Local License
Local License
End Date
State License
State License
End Date
Business Name and DBA Business Type
Malante
Hayworth 1019 Chapala Street, Santa
Barbara, CA 93101
10/16/18 64962 10/16/18
C10-18-
0000148-
TEMP
4/11/19 Coastal Dispensary, LLC Retail
Malante
Hayworth 819B Reddick Street, Santa
Barbara, CA, 93103
10/22/18 64981 2/28/20
C11-18-
0000631-
TEMP
4/19/19 Coastal Distribution, LLC Distribution
Malante
Hayworth 819C Reddick Street, Santa
Barbara, CA 93103
10/22/18 64911 2/28/20
C9-18-
0000119-
TEMP
4/11/19
Coastal Delivery Services,
LLC
Non-storefront
Malante
Hayworth
819A Reddick Street, Santa
Barbara, CA 93103
10/22/18 64982 2/28/20 Coastal Manufacturing, LLC Manufacturing
Julian
Michalowski 1019 Chapala Street, Santa
Barbara, CA 93101
10/16/18 64962 10/16/18
C10-18-
0000148-
TEMP
4/11/19 Coastal Dispensary, LLC Retail
Julian
Michalowski 819B Reddick Street, Santa
Barbara, CA, 93103
10/22/18 64981 2/28/20
C11-18-
0000631-
TEMP
4/19/19 Coastal Distribution, LLC Distribution
Julian
Michalowski 819C Reddick Street, Santa
Barbara, CA 93103
10/22/18 64911 2/28/20
C9-18-
0000119-
TEMP
4/11/19
Coastal Delivery Services,
LLC
Non-storefront
Julian
Michalowski
819A Reddick Street, Santa
Barbara, CA 93103
10/22/18 64982 2/28/20 Coastal Manufacturing, LLC Manufacturing
Kimberly
Moffatt Jones 1019 Chapala Street, Santa
Barbara, CA 93101
10/16/18 64962 10/16/18
C10-18-
0000148-
TEMP
4/11/19 Coastal Dispensary, LLC Retail
Kimberly
Moffatt Jones 819B Reddick Street, Santa
Barbara, CA, 93103
10/22/18 64981 2/28/20
C11-18-
0000631-
TEMP
4/19/19 Coastal Distribution, LLC Distribution
Kimberly
Moffatt Jones 819C Reddick Street, Santa
Barbara, CA 93103
10/22/18 64911 2/28/20
C9-18-
0000119-
TEMP
4/11/19
Coastal Delivery Services,
LLC
Non-storefront
Kimberly
Moffatt Jones
819A Reddick Street, Santa
Barbara, CA 93103
10/22/18 64982 2/28/20 Coastal Manufacturing, LLC Manufacturing
Josh Ginsberg 1019 Chapala Street, Santa
Barbara, CA 93101
10/16/18 64962 10/16/18
C10-18-
0000148-
TEMP
4/11/19 Coastal Dispensary, LLC Retail
Josh Ginsberg 819B Reddick Street, Santa
Barbara, CA, 93103
10/22/18 64981 2/28/20
C11-18-
0000631-
TEMP
4/19/19 Coastal Distribution, LLC Distribution
Josh Ginsberg 819C Reddick Street, Santa
Barbara, CA 93103
10/22/18 64911 2/28/20
C9-18-
0000119-
TEMP
4/11/19
Coastal Delivery Services,
LLC
Non-storefront
Josh Ginsberg 819A Reddick Street, Santa
Barbara, CA 93103
10/22/18 64982 2/28/20 Coastal Manufacturing, LLC Manufacturing
Josh Ginsberg
910 16th Street, Ste 805,
Denver, CO 80202 12/1/09
2010-BFN-
1045692 3/12/19 402-00913 3/12/19
Alternative Medicine on the
Mall, LLC, DBA Native
Roots Apothecary*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 12/1/09
2015-BFN-
0000957 5/27/19 403-01643 5/24/19
Alternative Medicine on the
Mall, LLC, DBA Native
Roots Apothecary*Cultivation
Josh Ginsberg
910 16th Street, Ste 805,
Denver, CO 80202 12/1/14
2013-BFN-
1069055 2/18/19 402R-00027 1/1/20
Alternative Medicine on the
Mall, LLC, DBA Native
Roots Apothecary*Retail
Josh Ginsberg
1146 Pearl Street, Boulder, CO
80302 6/1/13
Recreational
Marijuana
Business License
10-0011 2/20/19 402R-00173 2/20/19
Boulder RX, LLC, DBA
Native Roots Boulder Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 6/1/15
2017-BFN-
0000779 11/21/19 404-00601 5/17/19
Conscious Confections II,
LLC, DBA Native Roots
Extracts MIP
1
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
G. Related License Information
Name Address Start Date Local License
Local License
End Date
State License
State License
End Date
Business Name and DBA Business Type
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 6/1/15
2015-BFN-
0008395 11/14/19 403-01856 8/30/19
Conscious Confections II,
LLC, DBA Native Roots
Extracts Cultivation
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 6/1/15
2017-BFN-
0002518 12/1/19 404R-00344 5/17/19
Conscious Confections II,
LLC, DBA Native Roots
Extracts MIP
Josh Ginsberg
680 Lipan St., Denver, CO
80204 12/1/09
2013-BFN-
1068827 9/16/19 404-00172 8/27/19
Conscious Confections, LLC,
DBA Native Roots Extracts MIP
Josh Ginsberg
680 Lipan St., Denver, CO
80204 12/1/09
2012-BFN-
1061546 9/27/19 403-00460 1/7/20
Conscious Confections, LLC,
DBA Native Roots Extracts Cultivation
Josh Ginsberg
680 Lipan St., Denver, CO
80204 12/1/09
2014-BFN-
0004051 4/1/19 403R-00406 11/12/19
Conscious Confections, LLC,
DBA Native Roots Extracts Cultivation
Josh Ginsberg
680 Lipan St., Denver, CO
80204 12/1/09
2013-BFN-
1069061 9/16/19 404R-00006 1/1/20
Conscious Confections, LLC,
DBA Native Roots Extracts MIP
Josh Ginsberg
41290 Highway 6, Unit B5,
Avon, CO 81620 8/1/14
Marijuana
Business License
MJM-4591 8/1/19 402-00893 12/12/19
J&R Partners, LLC, DBA
Native Roots Vail*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 8/1/14
2014-BFN-
0004637 5/19/19 403-01599 1/29/20
J&R Partners, LLC, DBA
Native Roots Vail*Cultivation
Josh Ginsberg
41290 Highway 6, Unit B5,
Avon, CO 81620 8/1/14
Marijuana
Business License
MJR-4775 8/1/19 402R-00221 5/16/19
J&R Partners, LLC, DBA
Native Roots Vail*Retail
Josh Ginsberg
1003 N. Academy Blvd,.
Colorado Springs, CO 80909 11/1/15
Medical Marijuana
Center Business
License 723275 7/3/19 402-01084 7/3/19
RJJ Academy, LLC, DBA
Native Roots Academy*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 11/1/15
2015-BFN-
0002519 9/18/19 403-01684 7/3/19
RJJ Academy, LLC, DBA
Native Roots Academy*Cultivation
Josh Ginsberg
620 E. 58th Ave., Denver, CO
80216 8/1/16
Marijuana
Establishment
License AC2018-
00005 10/4/19 402R-00493 7/30/19
RJJ Adams, LLC DBA
Native Roots North Denver Retail
Josh Ginsberg
308 S. Hunter Street, Aspen,
CO 81611 1/1/15
Medical Marijuana
Store License 2018-
006 5/30/19 402-01047 5/30/19
RJJ Aspen, LLC, DBA
Native Roots Aspen Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 1/1/15
2015-BFN-
0000954 6/22/19 403-01642 5/30/19
RJJ Aspen, LLC, DBA
Native Roots Aspen Cultivation
Josh Ginsberg
308 S. Hunter Street, Aspen,
CO 81611 1/1/15
Retail Marijuana
Store License 2018-
004 1/20/19 402R-00379 12/23/19
RJJ Aspen, LLC, DBA
Native Roots Aspen Retail
Josh Ginsberg 1/1/15
City of Aspen
Business License
13188 12/31/19
402R-00379
402-01047
RJJ Aspen, LLC, DBA
Native Roots Aspen Retail
Josh Ginsberg
3660 Austin Bluffs Pkwy,
Colorado Springs, CO 80918 6/1/15
Medical Marijuana
Center Business
License 723101 5/21/19 402-01042 5/21/19
RJJ Colorado Springs, LLC,
DBA Native Roots Colorado
Springs Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 6/1/15
2015-BFN-
0000622 5/27/19 403-01633 5/21/19
RJJ Colorado Springs, LLC,
DBA Native Roots Colorado
Springs*Cultivation
Josh Ginsberg
850 Little Beaver Tr., Dillon
CO 80435 7/1/15
Dillon Retail
Marijuana Store
License 402R-
00434 7/16/19 402R-00434 3/26/19
RJJ Dillon, LLC, DBA
Native Roots Dillon Retail
Josh Ginsberg 7/1/15
Town of Dillon
Business License
3610 12/31/19 402R-00434
RJJ Dillon, LLC, DBA
Native Roots Dillon Retail
Josh Ginsberg
5610 W. 20th Ave., Edgewater,
CO 80214 3/1/15
Retail Marijuana
Center 25911 10/26/19 402R-00335 10/1/19
RJJ Edgewater, LLC, DBA
Native Roots Edgewater Retail
2
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
G. Related License Information
Name Address Start Date Local License
Local License
End Date
State License
State License
End Date
Business Name and DBA Business Type
Josh Ginsberg 3/1/15
Business License
25910 10/26/19
402R-00335
402-00972
RJJ Edgewater, LLC, DBA
Native Roots Edgewater Retail
Josh Ginsberg
5610 W. 20th Ave., Edgewater,
CO 80214 3/1/15
Edgewater Medical
Marijuana Center
25909 10/26/19 402-00972 10/24/19
RJJ Edgewater, LLC, DBA
Native Roots Edgewater*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 3/1/15
2015-BFN-
0001792 6/16/19 403-01533 10/24/19
RJJ Edgewater, LLC, DBA
Native Roots Edgewater*Cultivation
Josh Ginsberg
861 North Summit Blvd,
Frisco, CO 80443 12/1/14
Business / Sales
Tax License 3352 12/31/19 402R-00363 11/17/19
RJJ Frisco, LLC, DBA
Native Roots Frisco Retail
Josh Ginsberg
861 North Summit Blvd,
Frisco, CO 80443 12/1/14
Business / Sales
Tax License 3352 12/31/19 402-00905 1/6/20
RJJ Frisco, LLC, DBA
Native Roots Frisco*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 12/1/14
2013-BFN-
1069958 3/10/19 403-01432 1/6/20
RJJ Frisco, LLC, DBA
Native Roots Frisco*Cultivation
Josh Ginsberg
2209 W. 32nd Ave, Denver,
CO 80211 2/1/17
2010-BFN-
1045914 9/11/19 402-00637 5/28/19
RJJ Highlands, LLC, DBA
Native Roots Highlands Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 2/1/17
2015-BFN-
0007668 4/29/19 403-01801 4/15/19
RJJ Highlands, LLC, DBA
Native Roots Highlands Cultivation
Josh Ginsberg
2209 W. 32nd Ave, Denver,
CO 80211 2/1/17
2014-BFN-
0004211 2/12/19 402R-00368 11/21/19
RJJ Highlands, LLC, DBA
Native Roots Highlands Retail
Josh Ginsberg
19 S. Sunset Street, Longmont,
CO 80501 10/1/14
Medical Marijuana
Business License
MMB-14-0003 2/27/19 402-00961 10/10/19
RJJ Longmont, LLC, DBA
Native Roots Longmont Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 10/1/14
2014-BFN-
1073490 9/16/19 403-01519 10/10/19
RJJ Longmont, LLC, DBA
Native Roots Longmont Cultivation
Josh Ginsberg
19 S. Sunset Street, Longmont,
CO 80501 10/1/14
Retail Marijuana
License RMB-15-
0002 2/27/19 402R-00416 2/25/20
RJJ Longmont, LLC, DBA
Native Roots Longmont*Retail
Josh Ginsberg
4000 Morrison Road, Denver
CO 80219 11/1/16
2013-BFN-
1069081 1/15/20 402R-00049 1/1/20
RJJ Morrison II, LLC DBA
Native Roots West Denver Retail
Josh Ginsberg
2645 S. Santa Fe Dr., Units
D&E, Denver, CO 80223 1/1/15
2010-BFN-
1045779 9/10/19 402-01070 8/17/19
RJJ Santa Fe, LLC, DBA
Native Roots Santa Fe Retail
Josh Ginsberg
2645 S. Santa Fe Dr., Units
D&E, Denver, CO 80223 1/1/15
2015-BFN-
0003803 8/19/19 402R-00484 7/31/19
RJJ Santa Fe, LLC, DBA
Native Roots Santa Fe Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 1/1/15
2015-BFN-
0007669 4/29/19 403-01802 4/15/19
RJJ Santa Fe, LLC, DBA
Native Roots Santa Fe
surplus)Cultivation
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 1/1/15
2015-BFN-
0007670 4/29/19 403-01803 4/15/19
RJJ Santa Fe, LLC, DBA
Native Roots Santa Fe
surplus)Cultivation
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 1/1/15
2015-BFN-
0001521 9/2/19 403-01666 8/17/19
RJJ Santa Fe, LLC, DBA
Native Roots Santa Fe*Cultivation
Josh Ginsberg
7870 W. Quincy Ave, Denver,
CO 80123 8/1/15
2013-BFN-
1068512 10/3/19 402-00977 10/10/19
RJJ Sheridan, LLC, DBA
Native Roots Littleton Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 8/1/15
2014-BFN-
0003159 4/21/19 403-01543 10/10/19
RJJ Sheridan, LLC, DBA
Native Roots Littleton Cultivation
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 8/1/15
2014-BFN-
0004169 5/19/19 403R-00408 11/17/19
RJJ Sheridan, LLC, DBA
Native Roots Littleton Cultivation
Josh Ginsberg
7870 W. Quincy Ave, Denver,
CO 80123 8/1/15
2014-BFN-
0003949 1/21/20 402R-00380 12/23/19
RJJ Sheridan, LLC, DBA
Native Roots Littleton Retail
Josh Ginsberg
1433 S. Tejon Street, Colorado
Springs, CO 80905 5/1/16 1/7/19 402-01140 1/7/20
RJJ Tejon, LLC, DBA Native
Roots Tejon*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 5/1/16
2015-BFN-
0006941 1/12/20 403-01747 1/7/20
RJJ Tejon, LLC, DBA Native
Roots Tejon*Cultivation
Josh Ginsberg
7050 Tower Road, Denver, CO
80249 4/1/17
2010-BFN-
1045701 3/5/19 402-00417 3/5/19
RJJ Tower, LLC, DBA
Native Roots Denver Airport Retail
Josh Ginsberg
7050 Tower Road, Denver, CO
80249 4/1/17
2017-BFN-
0005193 1/17/20 402R-00696 8/25/19
RJJ Tower, LLC, DBA
Native Roots Denver Airport Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 4/1/17
2012-BFN-
1060536 2/26/19 403-00633 3/5/19
RJJ Tower, LLC, DBA
Native Roots Denver Airport Cultivation
3
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
G. Related License Information
Name Address Start Date Local License
Local License
End Date
State License
State License
End Date
Business Name and DBA Business Type
Josh Ginsberg
3149 Santa Fe Trail, Trinidad,
CO 81082 3/1/17
Retail Marijuana
License 2018-014R 4/18/19 402R-00617 1/19/20
RJJ Trinidad, LLC, DBA
Native Roots Trinidad Retail
Josh Ginsberg
1705 W. Uintah St., Colorado
Springs, CO 80904 11/1/15
Medical Marijuana
Center Business
License 723276 7/3/19 402-01083 7/3/19
RJJ Uintah, LLC, DBA
Native Roots Uintah*Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 11/1/15
2015-BFN-
0002521 9/18/19 403-01683 7/3/19
RJJ Uintah, LLC, DBA
Native Roots Uintah*Cultivation
Josh Ginsberg
845 Walnut Street, Boulder, CO
80302 1/1/10
Medical Marijuana
Business License
10-0004 11/15/19 402-00194 11/15/19
The Dandelion, LLC DBA
The Dandelion Retail
Josh Ginsberg
4990 Dahlia St., Denver, CO
80216 1/1/10 5/27/19 403-01641 5/24/19
The Dandelion, LLC DBA
The Dandelion Cultivation
Josh Ginsberg
656 Grandview Ave,
Columbus, OH Pending Pending Pending Cannamed Therapeutics, LLC Retail
Josh Ginsberg
1800 East State Street, Fremont,
OH Pending Pending Pending Cannamed Therapeutics, LLC Retail
Josh Ginsberg
10500 Antenucci Boulevard,
Suite 200, Garfield Heights,
OH Pending Pending Pending Cannamed Therapeutics, LLC Retail
Josh Ginsberg
0 Raydo Circle, Springfield,
OH Pending Pending Pending Cannamed Therapeutics, LLC Retail
4
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
G. Related License Information
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Business Plan
Executive Summary
Company:Coastal Delivery SLO, LLC
Point of Contact:Malante Hayworth
Phone: (
Scope of Business:Coastal will operate a cannabis non-storefront retail facility,
delivering only the highest grade and quality-driven cannabis
products to San Luis Obispo consumers.
Use of Funds: Initial organization, structure, staffing, facility construction,
equipment purchases, vendor contracts, operational expenses,
testing, research & development, marketing, and community
development.
EXECUTIVE SUMMARY
29 January 2019
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Table of Contents
About Coastal 5
Statement of Purpose 6
Mission Statement 7
Vision Statement 7
Corporate Values 7
Management/Organization 11
The Coastal Team 11
Capitalization Table 29
Organizational Chart 29
Business Plan 30
Delivery Policies and Procedures 31
Receipt of Delivery 31
Delivery Employee Requirements 32
Delivery Routes 32
Vehicle Requirements 33
Point of Sale System 34
Point of Sale Transactions 34
Online Point of Sale Transactions 35
Inventory/Storage 37
Inventory Control Procedures 38
Inventory Track & Trace System 38
METRC System Administration 39
Loss of Access 39
Inventory Reconciliation 40
Standard Operating Procedures 40
Opening Procedures 41
Shift Change Procedures 41
Identification Verification 42
Visitor Policy 44
Closing Procedures 44
Shipment Intake Procedures 45
Transport Manifests 47
Rejection of Shipments Procedures 48
Returns and Quality Assurance 49
Product Recall Procedures 50
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Adverse Record Tracking 51
Quality Control Procedures 52
Packaging & Labeling Criteria 55
Cash Management Protocols 55
Cash Transport 56
Deposit into Banking Institution 56
Cashing Handling Training 56
Counting & Reconciliation Procedures 56
Recordkeeping Procedures 57
Enterprise Resource Planning 57
Security Functions 57
Quality Assurance Functions 58
Audits 58
Records 59
Financial Records 60
Medical Cannabis Sales Records 60
Signage Plan 60
Posted Notices 61
Other Policies 62
Community Relations Plan 62
State Licenses 63
Coastal Licenses 63
Other Licenses 64
Tax Compliance 71
Payment of City Taxes & Fees 72
Insurance 72
Budget 73
Base Assumptions 73
The first year budget 75
Operating Expenditures 76
5 Year Income Statement 77
5 Year Revenues Charts 78
5 Year Net After-Tax Income Chart 78
Balance Sheet 79
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Financial Projections 80
Site Development (Construction & Tenant Improvements):82
Financial Capacity 83
Marketing Plan 83
Industry Research Overview 83
Marketing Research Overview 84
Positioning Statement 85
Target Market 85
Demographics 85
Advertising Policies 86
Competitive Analysis 86
Marketing Strategy 87
Traditional Media 87
Digital Media 87
Public Relations 88
Social Media 88
KPIs 89
Marketing Timeline 89
Products and Services 90
Types of Products Available 91
Online Order Service 95
Vertical Integration 97
Product Testing Criteria 100
Supply Chain Strategy 101
Other Distributors & Suppliers 102
Coastal Apparel 102
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Appendix 105
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Business Operations Plan
About Coastal
Coastal’s vision is beyond becoming a leading vertically integrated cannabis business, it is about
improving the lives of our customer base through education, healthy product choices and a
convenient method to receive product through delivery. E-commerce sales are growing 5x faster
than brick and mortar stores in traditional retail and that trend is following in cannabis. 1
California is one of the leading markets in the world allowing for statewide delivery of cannabis.
Coastal recognizes this trend and understands that the future of cannabis is a place where the
customer drives the purchasing experience, adapting our world-class retail experience to online
is our utmost priority. Our aim is to be the go-to delivery service for the San Luis Obispo
community initially and all of San Luis Obispo County long term.
Coastal was formed by individuals with deep roots in the California coast. When we decided to
create a vertically-integrated licensed cannabis operation, we did so with our customers in mind.
We asked ourselves how we can offer affordable prices while maintaining an industry-leading
brand selling best in class products. We wanted absolute control of our products from seed to
sale to ensure that we can leverage our savings towards affordability for our customers.
Cannabis is a new and very malleable industry, especially given its profitability. A number of
individuals who see more of the green in the dollar versus the value of the plant are quickly
taking over a large part of shaping this industry that we love. We have been awarded licenses
over our competitors not just because of our operational competency, but also because of our
understanding that we have a responsibility as cannabis operators beyond just profits. We want
our customers to love our products and love our service. Coastal is all about California’s old surf
culture: a time and place when the ties of friendship and unity were the driving principles shared
by all Californians.
Our strategy is to utilize multiple marketing channels—traditional media, digital media and
co-brand/marketing partnerships to attract and retain a large customer base for our delivery
service model. We understand how to market effectively within the guidelines set for this
industry across all marketing platforms. Our stance is that cannabis is a product meant for
responsible adults and patients in need. We will have high integrity when crafting our messaging
for responsible cannabis consumption and use. What makes Coastal exceptional is our
understanding of the regulated California market as well as our understanding of legal cannabis
businesses in general through our collective years of direct experience in the evolving industry.
1 https://www.businessinsider.com/the-future-of-retail-delivery-fulfillment-2018-8
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
The Coastal team has a combined 40 years of experience in the legal cannabis businesses.
Coastal’s principals have operated compliant cannabis businesses for over 10 years, including a
local cannabis operation servicing San Luis Obispo County via delivery per Proposition 215. Our
intimate understanding of the market from seed to sale gives us a strong foundation upon which
we have constructed a scaling business, and we are quickly becoming market and industry
leaders in one of the largest marijuana markets in the world. Our processes are designed to
prioritize 100% compliance with local and state regulations while providing a safe and positive
experience for our customers, employees, and the community. We strive to become a sustainable
and profitable business and a responsible neighbor in San Luis Obispo.
Statement of Purpose
Coastal is a licenced cannabis business focused on the legal sale of compliant cannabis products
to adults and patients in California. Coastal intends to bring a premier cannabis brand to the
community and visitors of San Luis Obispo. Our proposed non-storefront retail facility will
serve as a beacon facility, setting and maintaining the highest standards of professionalism while
operating in full compliance with both local and state law and giving back to the community in
myriad ways. Coastal will offer adult-use and medicinal cannabis for delivery to patrons.
We are cannabis professionals, and more importantly, we are a family. We are passionate about
providing safe access to cannabis products in a caring and compassionate manner that are
consistent with our core values of education, unity, happiness, health, opportunity, and kinship
through the community. Our business approach demands a focus to detail, customer education
throughout the interaction, and quality assurance. Nothing is more important to us than giving
every customer a sense of belonging. We will strive to ensure that there is a smile on each
customer’s face the moment the pick up the phone to call our call center or enter the online
portal, until the minute they have finished placing their delivery order. We chose this business
for the purpose of becoming industry leaders. We intend to set the bar for our competitors and
encourage the market to match our service, our education, our commitment, and our dedication.
Coastal doesn’t just want to just be part of the cannabis industry—we want to lead it.
Donating to the various local initiatives within our region is only a start to our community
engagement efforts. Coastal will be hosting and participating in educational events and programs
for the community to increase awareness of compliant cannabis use and its benefits. Our goal is
to be recognized by our local community members as a good neighbor and a responsible service
provider. We believe in adding value to our local community by supporting local non-profit
organizations, having an active involvement in neighborhood initiatives, providing educational
opportunities to our employees and citizens of San Luis Obispo, providing volunteers to the
community, and advocating for social change.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
We have created our business plan to not only comply with all local San Luis Obispo and state
rules and regulations, but also to serve as a realistic model of operations developed through a
collaborative process that leverages the expertise of our seasoned executive team and industry
experts. Our team brings some of the most extensive experience managing operational plans in
the cannabis industry, and decades of combined expertise in business development, operations,
and management. This collective experience uniquely equips our team to implement and launch
our business plan, and to facilitate serving customers faster and more efficiently than other any
other operator.
Mission Statement
Coastal’s mission is to provide premium cannabis products through a community focused
approach, in a safe and responsible manner in order to promote a healthy, happy lifestyle.
Vision Statement
Coastal’s vision is to build a world-class retail cannabis experience that’s community-focused,
forward-thinking, customer-centric, and has a team that strives and loves to educate and serve
our customers. We envision an industry that allows economic opportunities for those who were
denied access to a living wage versus a bare minimum. We envision the profitability of the
emerging cannabis industry being accessible to all.
Corporate Values
Based off our success in other cannabis markets, we have built a recipe of success with the
following 10 corporate values that represent our culture at Coastal:
1.Passion
2.Accountability
3.Education
4.Integrity
5.Dedication
6.Respect
7.Community
8.Fun
9.Quality
10.Innovation
Passion
We don’t just want to be in the cannabis business, we are driven to shape it. Whereas most
operators only see profits, we want to also focus on helping a mother to provide for her children,
a father to be able to come home and not worry about making ends meet, a recent college
graduate to look into their future with optimism, not despair, and on building a sustainable
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
business in the community we operate in. We are driven to ensuring that a single plant can
change the world for all.
Accountability
We are in the service industry. Accountability could very well be the deciding factor for optimal
sales and year-round cutbacks. If customers have complaints, we want to understand and address
them head on. The service we provide in-store will be translated to Coastal Delivery. The
products our customers consume is a direct reflection of our company as a whole and we need to
hold that bar high. We always take responsibility and ensure that our customers know we are
actively listening to their concerns.
Education
Education in all respects cannot be undervalued. Every person has the right to be educated on the
products they purchase, the decisions they make and the potential impacts of their actions.
Education is a core value at Coastal that is imbedded in all of our business and community
practices. We believe that an educated public is the best ingredient for a happy, healthy and
successful community.
Integrity
Our word is our bond at Coastal. We want an honest relationship with our customers and
partners and know just how fragile such a thing can be when integrity is not of the utmost
importance in a business culture. As shown (or demonstrated) throughout this business plan, we
cannot hope for sales if our local community does not trust Coastal. Ensuring that all our
products are tested, safe, and accessible is one crucial way to maintain our integrity. Ensuring
that we keep our commitment to the organizations we pledge to support also allows us to develop
and build on the vision we hope for San Luis Obispo.
Dedication
The most difficult choices always lead to the best rewards. It can be tough for any operator to
continuously analyze market trends, ensure all our methods and practices are up to date, and
promote sustainable business practices all while creating a tailored service for each and every
client. To most operators, these are goals. But for Coastal, they are our absolute requirements.
We cannot hope to help shape the industry nor be the best at what we do if we become
complacent. Dedication remains and will always remain a cornerstone of our business model.
Respect
We are a California company with a driven goal of being involved throughout our state. Each
region has its own local customs, culture, and goals. San Luis Obispo is no exception.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Throughout this business plan, we will discuss our community benefits and just how we will
ensure we remain sensitive and responsive to the needs of our community. From contracting with
the local businesses to ensuring neighborhood compatibility and proper advertising, we will do
everything in our power to ensure the locals of San Luis Obispo are both heard and understood.
Community
For Coastal, community engagement doesn’t simply end with the click of a donation button. We
have to ensure that our community thrives, as a prospering community not only means optimal
sales, but a higher standard of living for all. Throughout this business plan, we will be discussing
our methods for community engagement. Through donations, educational seminars, local job
opportunities, higher wages, and commitment of net profits, step by step we will work to create a
symbiotic relationship between ourselves and our customers.
Fun
Kinship through communal ties is one of our forefront cornerstones. We built Coastal to
resemble the good old days when surfers would bond at a beach campfire and share tear-jerking
laughs and memorable stories. This is what we want at our delivery service—for the minute a
customer calls our call center or visits our pre-order web portal, we want them to feel respected,
understood, educated and have a smile on their face when the hang up the phone. If cannabis
couldn’t help people bond, we wouldn’t be in this industry. We want our employees, our
customers, and our community to look for similarities amongst one another versus differences. In
the end, everyone wants to have fun; it’s up to us to achieve that with each and every one of our
customers.
Quality
One of the biggest reasons we applied for vertically-integrated licenses was quality assurance.
We wanted absolute control of our products from manufacturing, distribution, to retail sales and
delivery. This decision not only led to us winning four licenses in Santa Barbara, but also
resulted in us having the highest scores due to our attention to detail, foresight, and commitment
to ensuring control of quality. We want our brand to expand beyond our retail service into
bringing that service to someone's home. We are focused on our products and how we distribute
them. This is why we will be featuring our own Coastal brands throughout our retail and delivery
operations to ensure the quality of our product matches the quality of our service. Coastal brands
will collaborate with local farmers in the San Luis Obispo County to highlight the amazing work
the local industry provides.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Innovation
We don’t just incorporate these base values into our business model for the sake of it. We have
proven through our business practices how these values attribute to higher sales and improved
customer satisfaction. Josh Ginsberg, one of our executive Coastal members, has built, operated,
and managed nearly 700 team members in the legal Colorado cannabis market. His experience
spans across 126 licenses in retail, cultivation, extraction, and product manufacturing—the most
ever in the cannabis industry. He also has overseen over 3.5 million retail transactions since 2009
when he entered the industry across the 20 retail storefronts his company operates. Other
members of our executive team own companies in the cannabis industry focused on point of sale
and compliance. We have stood up operations and compliance programs in over five legal
cannabis states and worked with international groups on cannabis retail development. Our team’s
collective experience is unmatched and the efficacy of our core values is proven through our
success. Our operations are based on industry-leading policies and procedures that are designed
to ensure compliance, transparency, customer education, and most of all safety for our
customers, employees, and community. We are motivated and passionate about bringing our
business experience and commitment to community involvement to San Luis Obispo.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Management/Organization
The Coastal Team
Malante Hayworth, Co-founder & Co-Chief Executive Officer – As
a co-founder of Coastal, Malante is responsible for building the team
that successfully won four licenses—retail storefront, non-storefront
retail, manufacturing and distribution—in the highly competitive market
of Santa Barbara. He directly oversees the operations of the company as
they work closely with the city and local partners to open all four
operations in spring 2019. He has strategically solidified partnerships
with industry leading individuals and companies to ensure Coastal has
the experience and expertise to be a successful organization. As he leads
the company to expand their retail and non-storefront retail operations to
additional markets in the region, Malante is quickly becoming a leader in the emerging
California cannabis market.
Before entering the cannabis market in early 2018, Malante graduated with a degree in pre-law
and business from Santa Barbara City College. His entrepreneurial mentality quickly lead him to
become a prominent player in the Santa Barbara restaurant industry where he owned, operated
and eventually sold a successful restaurant that held licences from the California Department of
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Alcoholic Beverage Control. During his ownership the restaurant saw over one thousand
customers per day, without single violation from the regulatory agency. Operating a lucrative
restaurant allowed him to hone his customer service, teamwork and management skills, which
will be a valuable asset to Coastal’s retail and non-storefront retail operations.
Malanet then transitioned into the real estate sector where he has been a licensed realtor 13 years
and a licensed broker for six years. Malante’s focus on real estate sales and investing has allowed
him to employ hundreds of people in the Santa Barbara community, and his real estate
transactions have stimulated the Santa Barbara market. He is a member of the National
Association of Realtors and the Santa Barbara Association of Realtors. Malante has sold over
150 homes and has generated a personal database of satisfied homeowners and buyers.
Currently, Malante has over 60 happy tenants in the Santa Barbara area. He is proud to provide
people with a place to live, as he understands that this is a very challenging market for renters.
Malante took his real estate ventures a step further by tackling real estate rehabilitation. Malante
has applied his skills in the field to work to revitalize neighborhoods and clean up dilapidated
houses that others in his profession would not have even dared to touch. This endeavor has
proved a success for himself and his community. Malante has rehabilitated over 50 properties in
the Santa Barbara area and has helped maintain the beauty of the city he calls home. Malante’s
passion for the area’s natural geography inspired him to be a monthly donator to the Heal the
Ocean Foundation in Santa Barbara as well as the Santa Barbara County Park Foundation. He
also has helped with these efforts firsthand by participating in beach cleanup days.
Julian Michalowski, Co-founder & Co-Chief Executive Officer –
Julian entered the cannabis space in early 2018 when the California
market opened for legal recreational use under Proposition 64. He saw
the emerging industry as an opportunity to build a retail oriented
company that set the standard in quality products, customer service and
community engagement. In the past year, Julian as become versed in
many aspects of the industry as Coastal moves to open their flagship
dispensary as well as a manufacturing, distribution and delivery location
in Santa Barbara.
Julian is also a Santa Barbara Real Estate investor and developer. He has been involved in over
200 real estate transactions and prides himself on contracts and negotiation. The first five years
of Julian’s career were spent at Sotheby’s International Realty where he developed a real estate
sales team. In only 2 years time, his team became one of the top teams at Sotheby’s. In 2015,
Julian started Omega Real Estate and Investments, of which he is currently the broker. In 2017,
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Omega represented over $35,000,000 in sales. As a broker, Julian prides himself in the long-term
relationships he holds with his clients. He is savvy with the upcoming trends in the real estate
market and is dedicated to producing smooth transactions, which has been a tremendous benefit
to Coastal’s growth.
In 2014, Julian helped create West Bluff Capital, Inc in Santa Barbara. West Bluff Capital is a
real estate investment company that focuses on Santa Barbara real estate acquisitions,
development, and redevelopment. The company has been involved in over 50 projects ranging
from $1 million to $100 million. Julian is the Vice President of West Bluff Capital, where he
focuses on working with neighbors and government agencies to create win-win situations. Most
of the deals Julian gets into are complicated and come with problems, so Julian works with the
community to create a positive situation for all. For example, in 2017 West Bluff Capital built a
low income senior housing project on the eastside of Santa Barbara to help give back to the
community. This project was sitting for five years, unable to be completed, and then West Bluff
Capital came in to finish the project. West Bluff Capital employees directly and indirectly
dozens of people as well as provides housing to 45 families in Santa Barbara.
Julian’s real estate experience translates perfectly into the California commercial cannabis
industry. In an industry so heavily dependant on real estate, be it due to proper zoning or having
adequate space for operations, Julian’s expertise in real estate has allowed him to become
quickly acquainted with the nuances of legal cannabis businesses. Navigating the regulated
cannabis industry requires an appropriate balance of due diligence and risk management. In
Santa Barbara especially, Julian’s in depth knowledge of local properties and ordinances has
given him an decisive edge over the competition. With his impressive résumé in real estate as
proof of his capabilities, Julian has positioned himself and his group at Coastal to excel in this
newly regulated industry.
Josh Ginsberg, Chief Operating Officer – Josh Ginsberg,
Co-Founder, Partner and Chairman of the Board for the Native Roots
Dispensary Group, is a Colorado native and clear leader in the cannabis
industry with a demonstrated history of rapid and strategic business
growth from seed to sale. A lifelong entrepreneur with a decade of
cannabis expertise, Ginsberg notably co-founded and built the Native
Roots brand from the ground up to become one of the largest legal
marijuana production and distribution companies in the world as well as
holding the most government issued cannabis operator licenses totaling
126. Native Roots also has 1 of the 4 awarded recreational dispensary
operator licenses in the entire Province of Manitoba, Canada. This
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
license allows them to open dispensaries across the entire Province. One of the first to enter the
cannabis space, Ginsberg holds badge # 00054 out of more than 80,000 issued by the Marijuana
Enforcement Division in Colorado.
While CEO of Native Roots, Ginsberg overhauled the company and its strategic direction to
create a widely known and renowned cannabis brand. He grew the company from 2 to 20 retail
locations with nearly 700 employees. At the same time, Ginsberg oversaw operations of the
largest state of the art indoor cultivation facility in existence at 200,000 s.f. With three other
facilities, the total of Native Roots growing operations is 240,000 square feet, with an output of
over 36,000 lbs. of cannabis per year.
With a fully branded chain of dispensaries, identical from store to store, Native Roots clearly has
very little competition in the Colorado marijuana industry. Both recreational and medical, the
company offers a complete concierge experience that far surpasses many guest’s expectations the
first time they come in. The focus on customer education and a comfortable experience is what
Ginsberg and his team built the brand’s reputation on. The refreshing experience, the
professionalism, the training, the look and feel of the stores, the enjoyment of the team, the sense
of ease a customer is looking for is what makes Native Roots stand above the rest. All reason
why the chain of medical and retail dispensaries performs approximately 140,000 transactions a
month with a majority being returning customers.
Native Roots has won numerous awards and has been praised for its community contributions
and culture of social responsibility:
Denver Post – Top Workplaces 2016, 2017, 2018
CannAwards – Best Dispensary in Colorado 2015, 2016
CannAwards – Best Marketing Initiative 2015
Boulder Weekly – Best of Boulder 2010, 2011, 2012, 2013, 2014, 2015, 2016
Best of Vail 2016
Best of Summit County 2016
Multiple “Best of” cannabis awards spanning across the High Times Cannabis Cup, The
Rooster, 710 Cup, and The Cannabis Business awards
Ginsberg was responsible for the team that built and established a complete Marijuana Infused
Production facility (MIP) where Native Roots produces all styles of concentrates using every
industry approved extraction method. They use butane, ethanol, CO2, propane and cold-water
methods of extraction. Native Roots turns out approximately 130,000 grams a month of final
product. They are also responsible for producing MarQaha products, Lord Jones edibles and
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
topical creams, Oil Stick vaporizers, and their own in-house line of Pax Era pods. All very
recognizable and well-known edible, topical, and vape brands.
Having achieved extraordinary success in the nation’s first regulated cannabis marketplace in
Colorado, Ginsberg recently has entered new strategic markets in North America.
Since the passing of Adult-use Cannabis, Ginsberg joined and co-founded The Coastal Holding
Company of cannabis brands in undoubtedly the largest cannabis market in the world: California.
Ginsberg is utilizing his unparalleled aptitude in operating in compliant, high volume, and large
scale cannabis business to revolutionize the newly regulated California industry. There is no one
more prepared or more qualified to lead such a market than Ginsberg and his team. By partnering
with local entrepreneurs, industry experts, and upstanding members of the community, Ginsberg
has help start a successful business with Coastal in Santa Barbara receiving the highest score and
winning 1 of the 3 licenses to dispense cannabis in the city as well as a delivery, distribution, and
manufacturing license. He and the Coastal team are poised to continue throughout the state and
move forward into the California market.
In the newly federally legal Canadian cannabis market,Ginsberg co-founded,The Higharchy
Group.The Higharchy Group is an elite group of individuals with a deep past and understanding
of the cannabis industry across retail,manufacturing,and cultivation.They will operate both
retail store fronts as well as have a private exclusive agreement with a composed house of
industry leading brands.The Higharchy group has over 24 agreements for retail locations on the
West Coast of Canada and has plans to open a multi-store retail chain comparative to or larger in
size to Ginsberg’s prior achievement as Co-founder &CEO of Native Roots.The goal is for all
the stores to be open across British Columbia and Alberta by the end of 2020.
When medical cannabis was passed in Ohio, Ginsberg joined and co-founded, The Cannamed
Therapeutics company of cannabis brands. With Ginsberg’s past experiences, he helped win
licenses throughout the state. His team has won 4 of the 56 dispensary licenses, and is in the
application process for 1 of the 40 manufacturing licenses and 1 of the 13 licenses for large scale
production. Both of these applications and licenses look very promising.
Deciding to widen his scope of knowledge in this industry, Ginsberg stepped into the world of
CBD in 2017 in the same leading fashion as he has done in all his other cannabis ventures. He
was a co-founder of XYZ CBD Inc., a lab grade quality, large scale B-to-B production,
extraction, and isolation company. He’s also involved with a company that is in the B-to-C
business as well as being a hemp and isolate transaction broker.
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As a business owner, Ginsberg has encouraged and sponsored his employees to involve
themselves in community efforts and contribute to local causes. Ginsberg and his staff members
have supported many organization throughout Colorado, including: Rotary and Lions Clubs,
Humane Society, Habitat for Humanity and Attentive Homes, Boulder Food Bank, Care & Share
Food Bank, Camp Dawn’s Hope, Attention Homes, Aspen Center for Environmental Studies,
Wildlands Restoration, Greenwood Wildlife Rehabilitation Center, Guardians of Palmer Park,
Sloan’s Lakeshore Cleanup, Bear Valley Improvement Association , Harvey Park Improvement
Association, Denver Public Works, Denver Parks & Recreation, and the City of Littleton, the
Town of Frisco, and the Town of Avon.
Skilled in Strategic Planning, Business Development, Competitive Market Analysis and
Management, Ginsberg holds dual Bachelor degrees focused in Economics and Computer
Science from Bucknell University. He participated in J.P. Morgan’s young executive program in
New York City before venturing to Boulder, Colorado where he still resides with his wife and
two young daughters. His family is now preparing to move to California to pursue his new
venture with The Coastal Holding Company group.
Kimberly Moffatt Jones, Advisory Board Chair – Kimberly is a
licensed California cannabis business owner and operator. She provides
strategic advice to the Coastal organization. Before entering into the
cannabis industry, Kimberly was the lead of the training and installation
team of a home-health care provider where her role was to develop a
clear understanding of the federal and local regulations. Her ability to
navigate an industry where the regulations are continuing to evolve has
proven a major asset to Coastal’s growth in the California market.
Most importantly, Kimberly has harnessed her energies and passion into being a mother and
caring for her first born son, who was diagnosed in 2004 with severe autism and biomedical
issues. This is where her true passion remains and where she has seen the direct benefits of
cannabis as medicine. Kimberly’s devotion to her son's needs brought her to one of the most
knowledgeable professionals in the realm of autism, Dr. JoQueta Handy. Dr. Handy developed
an educational platform for autistic children that was the basis of S.T.A.R.S., the school
Kimberly founded for her son and other autistic children in the community. It was through
S.T.A.R.S that Kimberly’s foundation “Leap of Faith” was created to subsidize the expenses so
that less fortunate children who also suffer from autism could also attend.
Through working with Dr. Handy since her son was diagnosed, Kimberly has seen the positive
effects of diet, stem cell treatment and CBD oil as some of the only solutions that seem to truly
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aid the physical and developmental aspects of autism. One of Kimberly’s many goals is to work
with Dr. Handy to find a way to motivate the medical community to recognize the benefits of
CBD oil with autistic children as a more holistic form of treatment over Big Pharma.
Eric Newton, Project Director – Eric is joining the Coastal team as a
well-respected member of the San Luis Obispo community. He is the
owner of Newton Construction, which does about $40 million in
government contracts from Oxnard to San Jose. Eric started Newton
Construction on his ownin 2000 and built the company to employ 50 to
70 people. The majority of his employees make over the median
income in San Luis Obispo.
Newton Construction performs projects from water treatment plants to
school renovations. The company self-performs concrete, demolition,
framing, electrical, steel, grading utilities, and other construction services. Newton Construction
is a signatory to local electrical unions and cement masons. The company is considered one of
the premier government contractor in the Central Coast, whose performance and quality is
unmatched.
Newton Construction has and has had contracts which are either competitively bid or negotiated
locally with the City of SLO, City of Paso Robles, City of Atascadero, City of Pismo Beach, City
of Arroyo Grande, Cal Poly, Cal Poly Corporation, Cuesta College, California State Parks, SLO
RTA, Mindbody, County of SLO, UCSB, SLO Sheriff's Department, Camp Roberts - CA
Military Department, Camp SLO - CA Military Department, Vandenberg Air Force Base,
Department of the Army, Navy, Paso Robles Unified School District, SLO Office of Education,
and the County of Santa Barbara. Notably, Newton Construction was contracted for the Santa
Maria Airport to build a new TSA Security System and complete perimeter, which required
special security clearances.
Eric, along with his wife Rodessa, is also an owner of California Coastal Investments, LLC,
which owns and manages several commercial and residential properties across the Central Coast.
Currently, the company has 19 tenants. With his company, Eric has designed and developed
many projects in San Luis Obispo and is familiar with the process of getting a new project
through City Departments. With his local resources of architects, engineers, subcontractors, and
employees, Eric will be able to fast-track Coastal’s project through entitlement and construction.
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Additionally, Eric and his wife are partners in SLO Kind, LLC, a cannabis microbusiness that
will concentrate on manufacturing of edible and beverage products. The company is almost
through the approval process and will commence the building renovations soon.
Eric also owns Libertine Brewing Company in San Luis Obispo. Started in 2014 in Morro Bay,
the business since expanded to a manufacturing and packaging location in Santa Maria, a
full-service brewery and restaurant in San Luis Obispo,, and a tasting room in Avila Beach.
Libertine employs over 80 people across all locations. Eric holds multiple liquor licenses under
these businesses and has never had any complaints or violations.
Outside of his career, Eric is a private pilot, Certified Rescue Diver, and past Chapter Advisor
for Delta Tau Delta fraternity.
Rodessa Newton, Local Community Director
Rodessa Newton is the Coastal’s Local Community Director. Rodessa
Newton is the Broker/Owner of Triad Real Estate Group. She is a San
Luis Obispo County Native and a graduate of Cal Poly University.
Rodessa is a member of the Women's Council of Realtors, National
and California Association of Realtors and the SLO Chamber of
Commerce. She is a past Board of Director and Public Relations
Chairperson for the San Luis Obispo Association of Realtors and is
currently the Professional Standards and Ethics Chair. She provides
the full spectrum of Real Estate services including Residential & Commercial Sales.
Having grown up in San Luis Obispo County enables Rodessa to give her clients more local
knowledge, as she is familiar with all of our Countywide real estate markets. Some of her Real
Estate achievements include receiving her Brokers License, receiving her GRI (Graduate Real
Estate Institute) which gives her a higher level of education in all aspects of the industry. She is
also a Seniors Real Estate Specialist (S.R.E.S.), helping seniors understand capital gains & estate
tax implications of selling.
When Rodessa’s Children were in elementary school she was elected to the Los Ranchos
Elementary School Site Council where she reviewed and evaluated school improvement
programs and school budgets. Rodessa is currently the Board of Directors President for
Downtown SLO which fosters economic vitality and beautification of our Downtown. Two
committees she has served on for Downtown SLO is Food and Beverage where she co-chaired in
working with Law enforcement and other bar and restaurant owners to promote safety and
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address any concerns that arise in the industry. She is currently the Co-Chair of The Special
Events Committee where you can find her planning the SLO Annual Christmas Parade, Santa’s
House, Farmers Market, Concerts in the Plaza and many other community events and works
closely with the City on these events.
Rodessa and her husband own Libertine Brewing Company which is a restaurant and
microbrewery in San Luis Obispo. Libertine volunteers and donates to environmental groups
such as ECOSLO, Sea Shepherd, Morro Bay Estuary among others and enjoys organizing many
beach cleanups throughout the year. Libertine uses sustainable practices as much as possible.
Rodessa and her husband Eric currently employ over 125 people in the County with their
Restaurant, Real Estate and Construction Company where they enjoy building small
development projects.
Rodessa was also on the American Perspective Bank Advisory Council as a Real Estate
Professional discussing potential defaulting loans. Other local Banks who have employed her to
represent them as a Trustee are First California Bank, Heritage Oaks Bank, Santa Barbara Bank
and Trust, Mission Community Bank and Sesloc Credit Union. In addition to being a trusted
advisor she is the exclusive Real Estate Broker for the University of California Santa Barbara
working with the Housing Authority to develop and sell Affordable Faculty Housing to recruit
and retain Professors given the high cost of living.
Other community involvement includes contributing to the Performing Arts Center, Womenade,
Women's shelter, friends of 40Prado , Jack’s Helping Hand, Special Olympics, Family Care
Network, People’s Self Help Housing, SLO Children’s Museum and SLO YMCA. Rodessa was
recently appointed to the Chamber of Commerce Business Council which identifies and
discusses issues affecting local business success.
Rodessa has been a guest speaker at Cal Poly for the Entrepreneur Club and is a lifetime member
of the Cal Poly Alumni Association. She is an advocate for children and education including
Being a Big Sister Mentor in the Big Brother and Sister organization while in College and
fundraisers for this non-profit.
Rodessa has 3 daughters who have through the years volunteered their time to many of these
same organizations including Woods Humane Society. Two of her daughters are attending Cal
Poly University and one entering San Luis Obispo High School. San Luis Obispo is her home
and being involved and giving back to her Community is something she very much enjoys and
encourages others to do. Rodessa prides herself in building strong, long term relationships with
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the highest standards and personal commitment in every industry she is involved in as well as her
dedication to her community.
Kelsi Bonzi, Sustainability Coordinator – Kelsi is a local to San Luis
Obispo. As a nature lover and environmentalist, Kelsi is joining Coastal
to facilitate eco-conscious business practices. She is a current student at
Cal Poly, where she is majoring in world languages. Kelsi is a world
traveler, having taught English in Spain and the Dominican Republic,
She has also worked as a Spanish and English teacher for English as a
Second Language students. Kelsi has been a social entrepreneur from a
young age, volunteering with the Woods Humane Society. While a
student at San Luis Obispo High School, Kelsi served as President of the
Gay-Straight Alliance to promote awareness and acceptance.
Jennifer Jacobsen, Account Manager – Jennifer is a local to San Luis
Obispo County, joining Coastal to keep our books accurate and
organized. Currently, Jen works for Jacob Construction as an account
manager. Previously, Jennifer worked as a school teacher. She is a
reliable, hardworking, and exemplary employee who will serve as a
model for all Coastal staff. Jennifer is a mother of two.
Lucy Matthews, Community Coordinator – Lucy is a local to San
Luis Obispo who is joining Coastal to coordinator community
engagement efforts. She has worked as a preschool teacher for several
years. Lucy is outdoors-oriented and an avid hiker. Lucy is a genuine
and trustworthy individual, and she intends to go back to school to get
her Master’s.
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Virender Ahluwalia, Chief Financial Officer – Virender is a catalyst
and builder with 20+ years of finance and operations oriented leadership
success at high-growth organizations. He has a strong track record of
building companies and managing strategy, financial, business/corporate
development, IT, administrative and operations management in early
stage, high growth, pre-IPO and Fortune 500 and turn-around business
environments. Virender has worked as key management for fortune 100
public companies including Coca Cola and Seagram’s as well as upstart
technology companies Shutterfly and Vertical.
Virender is an innovator and change agent whose true value is the knowledge and experience to
raise multi-millions in capital, establish and optimize new organizational infrastructure, build
high performing teams, steer product development, drive business development, and capture
revenue.
He has a proven record of enabling executive teams to develop new markets and manage high
growth. He has consistently delivered innovative and cost effective solutions while facilitating
change and streamlining operations as a result of rapid growth, start-ups, mergers and
acquisitions/LBOs, and he has demonstrated success in raising $300+ million of equity or other
financing from venture capitalists, banks and related sources.
Elisa Stewart, Stewart & Muessel, General Counsel – Elisa J.
Stewart is a managing partner and founding member of Stewart &
Musell, LLP, a law firm that specializes in cannabis law, employment
law and criminal law. She is a seasoned litigator with twenty years of
experience conducting criminal and civil trials. Her cannabis law
practice ensures a keen and observant eye on all aspects of compliance
with legal requirements for cannabis related businesses and business
formation. Elisa brings her experience in regulatory compliance,
employment and civil law to Coastal. She is a member of California
Norml and the National Cannabis Industry Association. She has
successfully represented numerous clients in navigating the local permitting and state licensing
process. Her practice is now expanding to additional jurisdictions where the cannabis industry
has been legalized. Ms. Stewart is licensed to practice law in California, Colorado,
Massachusetts, New York, and New Jersey.
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Lauren Ginsberg, Retail Operations & Human Capital Advisor –
Lauren is an experienced and dedicated operations and organizational
development professional with 8+ years experience in structuring,
coaching and leading retail and HR teams in the cannabis space. Lauren
has a proven track record of utilizing change management and
operational skills to implement highly successful programs, retail
location planning, logistics, staffing and standardized practices. She is
highly systematic, innovative and collaborative individual, with a focus
on empowering employees to achieve common goals with shared
values.
From it’s origination, Lauren worked as Chief Retail & People Officer with The Native Roots
Dispensary Group in Colorado, the state’s leading and largest cannabis brand. Notably one of the
most recognized brands in the cannabis industry. She directly managed Retail Operations,
Human Resource and Training functions for entire company, which included 20 retail locations,
3 production facilities and 700 employees. She was also responsible for systematizing the
processes consisting of branding, structured sourcing, interviewing, training and education,
standardization of operating procedures, monthly performance reports, market analytics and
internal hiring.
At Native Roots, Lauren also served as Director of Retail Operations, where she developed the
framework for sustainable and effective growth for Retail Operations and effectively managed
the opening of the 20 locations by way of standardizing practices and streamlining organizational
design through collaborative Human Resources support to optimize operational efficiency.
Christian Nitu, Director of Operations – Christian Nitu was born and
raised in Pasadena, CA and spent the last 10 years living in Colorado
where he worked in the regulated cannabis industry. Christian is a
graduate of the University of Colorado at Boulder with a degree in
Marketing, Italian, and Entrepreneurship. Christian is a serial
technology entrepreneur who started his first company, SnowGate in
2011 building the world’s first locker system that was controlled by a
phone. SnowGate was acquired by the largest Locker manufacturer in
North America, along with 2 published Utility patents:
US20150356801A1 and US20150007619A1. He wrote and was
awarded for the company’s technology. Christian began consulting on
data analytics for the biggest licensed dispensary business in the country, Native Roots in 2013.
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In 2015 Christian founded a technology company, Weave, that built one of the country’s first
Point of Sale systems that was integrated with METRC. Weave gained an investment and
partnership with Google to provide a reliable, sophisticated and robust solution for dispensaries
to manage their customers and inventory from seed to sale.
Christian served on the board for the State of Colorado METRC group, including the Marijuana
enforcement division, Department of Revenue and METRC for 2 1/1 years and was instrumental
in crafting a lot of the trace and track system API’s for third party integrators. Weave is utilized
by licensed retailers in over 75 locations across 5 states. Along with Weave, Christian has helped
over 70 retailers across the country with data management, analytics and compliance. He joined
Mar Vista Partners in 2018 as a consultant to help investment groups and business owners vet
dispensary operations and acquisitions/mergers. In addition, Christian helped build the sales,
product and compliance infrastructure for The Pottery/ Highline Distribution in Los Angeles,
CA. In October 2019, Christian joined Coastal to head up business development and compliance
operations due to his heavy experience with state regulations in California, METRC background
and understanding of retail and non-storefront retail operations. He focuses on the development
of Coastal’s compliance program for distribution, retail and non-storefront retail, delivery, and
manufacturing operations. As the Director of Business Operations, Christian will assist Coastal
in making key partnerships, strong contracts with vendors and expanding the Coastal brand
through the cannabis industry.
Myles Peck, Director of Business Development – Myles is committed
to achieving Coastal's business objectives and developing a company
culture with both style and integrity. As he explores and assesses new
business opportunities, Myles works to ensure that each decision the
growing business makes is responsible, a good fit for the community,
and compliant with California cannabis regulations. With a background
in producing large-scale concerts and events, Myles is comfortable
building and fostering relationships with both respected community
leaders and strategic partners who share Coastal's vision and values. In
addition to managing the company's growth, Myles is involved in
Coastal's marketing and promotional initiatives. His passion for creativity and design was
cultivated during his previous work as an executive producer, and Myles enjoys applying this
knowledge to the development of Coastal as a premier cannabis brand.
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Devon Wardlow, Director of Public Affairs – Devon leads Coastal’s
public affairs and political engagement strategy. A Santa Barbara
native, Devon has recently returned to Santa Barbara after spending the
last seven years working in politics in Washington, DC. Most recently,
Devon spearheaded Lyft’s federal policy for infrastructure and
transportation legislative priorities with Congress and the White House.
Prior to Lyft, she managed Facebook’s Small Business Policy
portofolio with Congress. Devon is an Obama Administration alum,
serving as a political appointee at the US Dept of Labor as the Private
Sector Engagement Advisor to Secretary Perez. Devon earned her BA
at the University of CA Santa Barbara. Additionally, Devon is a White House Intern Alum,
Dartmouth Bridge Alum, Hebrew University Graduate Alum.
Benjamin Condron, Licensing and Compliance – Benjamin Condron
oversees Coastal’s licensing and compliance as well as operational
strategies. He has been instrumental in Coastal’s successful cannabis
business license applications in California. Ben possesses an
extraordinary understanding of regulatory and licensing processes as well
as operational strategies of cannabis businesses. Prior to Coastal, Ben
worked at The Cannary, a Pre-ICO medical cannabis dispensary in Los
Angeles, California, where he took on multiple roles including lead
cultivator, extractor, and sales associate. Ben also worked at In Good
Health, a vertically-integrated Registered Marijuana Dispensary in
Brockton, Massachusetts, as an assistant retail manager, packager, and trimmer. His experiences
at these facilities provided exclusive, intimate opportunities to observe and participate in
regulated cannabis businesses.
Ryan Bishara, General Manager – Ryan Bishara is an experienced
cannabis industry professional who has operated retail cannabis facilities
in multiple recreational and medicinal markets. Ryan was previously a
nuclear security contractor who specialized in the physical security of
critical infrastructure in a federally regulated industry. First entering the
industry in Colorado, Ryan managed several large dual-license
dispensaries for LivWell, one of the largest vertically integrated
cannabis businesses in the state. The company operates 14 dispensaries
in Colorado and Oregon, holds 48 licenses and has 140,000 square feet
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of grow space. The company also has a philanthropic arm, LivWell Cares, through which directs
its charitable activities and community engagement efforts.
In 2018 joined Green Thumb Industries (GTI), a national cannabis cultivator, processor and
dispensary operator. GTI has 10 manufacturing facilities and licenses for 70 retail locations
across nine highly regulated U.S. markets. The company currently employs about 500 people
and serves hundreds of thousands of patients and customers each year. The company is also
listed on the Canadian Securities Exchange and has a Market Cap of $175 million. While with
GTI, Ryan helped open and operate some of the very first dispensaries in Pennsylvania, one of
East Coast’s expanding medical markets. To help better educate the community, Ryan held
medical marijuana workshops, hosted public outreach events, and sponsored local charities.
John Giammanco, Delivery Manager – John Giammanco oversees
Coastal’s delivery operations. Before joining Coastal, John founded
New Level Collective delivery service with his wife under Proposition
215 in 2015. New Level Collective served many communities along the
Central Coast from Goleta to San Luis Obispo, having conducted 25%
of his business in San Luis Obispo. John turned the company into a very
profitable entity that paid taxes and remained legally compliant with
zero violations or citations.
He attended Long Beach State University and previously worked as a
manager at multiple restaurants, including Irish Pub in Hermosa Beach, Strike in the Orange
County, Watermark On Main in Ventura and Santa Barbara, Arch Rock Fish in Santa Barbara,
and Benchmark in Santa Barbara, and Brophy Brothers in Santa Barbara.
Tony Gallo, Director of Security – Tony has been the leading security authority in the cannabis
industry since its infancy and has over 30 years’ experience providing security solutions to
high-risk businesses across the US and Canada. Tony focuses on protecting companies handling
large amounts of cash and high-value merchandise, and has managed security for a large
publicly-traded pawn shop company operating 1,300 stores in three countries. As a
well-respected expert in the field, he has been a speaker at numerous cannabis business
conferences across the United States and is a published author on cannabis security. His
expertise on mitigating security threats from armed robbery, burglary, and loss prevention led to
a 2015 Southwest CannaAwards for the Most Influential Person in the Cannabis Industry. He has
designed the security operations for over 50 cannabis businesses totaling 2,000,000 square feet in
size. In 2018, his company was named one of the Top Cannabis Ancillary Businesses, one of
only five security companies recognized on the list.
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Tony strives to provide cost-effective security strategies that ensure the safety of clients,
customers, and employees at cannabis facilities. In 2013, Tony launched Sapphire Risk Advisory
Group in Ft. Worth, Texas, and has worked in over 20 states and Canada providing effective
security solutions to new cannabis companies. Tony designed the highest scoring security
sections for licensing applications in highly-competitive states such as Texas, Pennsylvania and
Arkansas, and has testified before the legislature in Ohio regarding cannabis security. Tony’s
expertise covers a wide range of businesses, and he has offered solutions to cultivation facilities
as large as 400,000 square feet and dispensaries as small as 890 square feet. Tony also offers his
security consulting services to the Ronald McDonald House charity in the Dallas-Ft. Worth area.
Tony holds a BS in Criminal Justice from New Jersey City University and is a licensed Security
Consultant.
Lexie Hingsen, Marketing Associate – Lexie brings four years of
cannabis industry experience to the Coastal team from her years living
in Amsterdam, Netherlands. She provides support for the marketing
team and structures the social media outlets. Her past experience of
leading social media and marketing campaigns for large projects and
events in the cannabis and fashion world is key to Coastal's growth. She
also works to establish, build and maintain relationships with cultivators
and community members throughout the region.
Austin Jones, Marketing Associate – Austin is a Southern California
native who grew up in Hemet, California. He has been a Santa Barbara
resident for nine years, and has extensive knowledge of the area’s
amazing attributes. His hobbies include paddle boarding, playing
volleyball and hiking new trails.
He received his double major in Sociology & Psychology from
University of California Santa Barbara. Integrating his education into
the real estate profession has allowed him dynamic insight into
cross-cultural understanding of his clientele.
With a strong emphasis on communication skills, research and analytics, Austin Jones prides
himself on creating lasting relationships with his clients. He is diligent in studying upcoming
trends in the real estate market and is dedicated to executing prompt transactions. Whether they
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desire to sell an existing property, search for the perfect home, or invest in real estate, Austin
meets each client’s unique interests with genuine insight by listening to specific needs and wants.
Dale Zink, Coastal Manufacturing LLC – Dale oversees Coastal’s sister company, Coastal
Manufacturing, LLC. Dale is the CEO of Xabis and has over 25 years’ experience in business,
finance, and information technology. Dale’s focus is on business development, partnerships,
finance, and overall operations. Prior to joining Xabis, Dale was COO for Immersive Partner
Solutions, a high-tech firm specializing in management of IT products. Dale has held positions of
CEO, COO, CFO, and CIO for various companies. He has partnered with some of the largest
companies in their respective industries, including Honeywell and Cisco. Dale started his career
with Arthur Anderson and received his BS in Accounting from Purdue University.
Garret Nicodemus, Coastal Manufacturing, LLC – Garret is the COO of Xabis and leads both
engineering and scientific development of the supercritical extraction processes, purification
schemes, and product integrations, using his background in separations and process design and
his proficiency with process simulation software (e.g. Aspen Plus, HYSYS). Since the founding
of Xabis, Garret has designed and implemented ongoing operations in three different states.
Garret was previously a lecturer and senior researcher for the Department of Chemical and
Biological Engineering at the University of Colorado Boulder, securing over one million dollars
in grants and company funds, and instructing classes on separation technologies. Garret holds a
PhD and MS in Chemical and Biological Engineering from the University of Colorado in
Boulder and a BS in Chemical Engineering from Lafayette College.
Caitlin Czernik, Coastal Manufacturing, LLC – Caitlin is a process engineer who brings
expertise in chemical process simulation, unit operations design, and economic and profitability
analysis. Previously, she worked as a professional research assistant at the University of
Colorado for four years. While there, she conducted research in solar thermal hydrogen
production and atomic layer deposition. As an undergraduate, she assisted with research at the
National Renewable Energy Laboratory and the Joint Institute for Laboratory Astrophysics.
Caitlin holds a B.S. in chemical engineering from the University of Colorado.
Donna Kuntzler, Coastal Manufacturing, LLC – Donna is our implementation manager and is
a Chemical and Biological Engineer and Neuroscientist whose background includes hemp
processing and stem cell research. Donna comes to Xabis from Enerhealth Botanicals, where she
was the Chief Science Officer and Lab Manager where she was responsible for quality control,
process optimization, and GMP and FDA compliance. While attending the University of
Colorado she was selected to be an Undergraduate Researcher at the prestigious Anseth Lab.
Donna volunteers her time to the Helix Institute for Health, an educational non-profit, teaching
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classes on cannabinoid sciences to doctors and practitioners.
Jason Hamilton, Coastal Manufacturing, LLC – Jason is the Director of QA and is skilled in
Mass Spectrometry, High-Performance Liquid Chromatography (HPLC), Gas Chromatography,
Lipid Extraction and Analysis, and Microbiology. Before joining Xabis, Jason spent the last year
as a Postdoctoral Researcher at the University of Texas Southwestern Medical Center in Dallas
where he developed methods for the extraction and analysis of non-sterol isoprenoids and
fat-soluble vitamins using liquid chromatography coupled to mass spectrometry (LC-MS); while
working within the lipidomics mass spectrometry core to develop new methods and protocols for
lipid analysis. Prior to grad school, he spent six years working in both clinical and research labs
in the fields of microbiology and molecular biology. Jason received a Bachelor of Science in
Biology from Texas Tech and a Doctor of Philosophy (Ph.D.) in Analytical Chemistry focused
on biological mass spectrometry with an emphasis on lipid analysis of individual cells from the
University of North Texas.
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Capitalization Table
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Business Plan
The Coastal team is committed to operating a compliant, responsible, and transparent cannabis
operation that exceeds industry-best practices for supplying cannabis products to customers and
patients. Our policies and procedures relate to all aspects of our business and cover the handling,
storage, selling, tracking and dispensing of cannabis products and cannabis waste.
With respect to licensed delivery of cannabis, Coastal Delivery SLO, LLC, a California
Corporation, is committed to lawful operations and strict adherence to standard operating
procedure. Coastal Delivery is a privately funded business with the objective of delivering
compliant, licensed and high quality cannabis goods to legal customers and patients. In
accordance with governing law, Coastal Delivery shall provide convenient access of licensed
cannabis goods that will be delivered in a timely manner to compliant locations where the
consumer will be (CCR 16 § 5416 and BPC § 26013, 26070, 26090).
With respect to the licensed delivery of cannabis, Coastal Delivery shall only conduct business
with other licensees holding the same license types (whether Adult-Use or Medical) and shall
prominently display its license at the premises (CCR 16 § 5406 and BPC § 26013, 26070)
Coastal Delivery will maintain a record of clear and unbroken chain of custody of all retail
products at all stages from receipt. Physical inventory counts and reconciliations will be done on
a daily, weekly and monthly basis in addition to scheduled inventory checks that will be
performed. All waste management logs, transportation manifests, purchasing invoices, testing
log sheets will be stored on site in a secured storage area.
The Coastal team is committed to operating a compliant, responsible and transparent cannabis
operation that exceeds industry-best practices for delivering cannabis products to customers and
patients. Our policies and procedures relate to all aspects of our business and cover the handling,
storage, selling, tracking and dispensing of cannabis products and cannabis waste. To ensure the
highest quality customer experience, we have a rigorous selection process for identifying quality
employees and invest significant resources to provide them with a robust educational platform
and training in all relevant areas of their positions. Our talented team members represents the
diverse set of backgrounds and cultures that intersect in the cannabis industry. Upon securing a
license, we will build a skilled team of individuals from the San Luis Obispo community
including delivery staff, inventory specialist, and transportation specialists.
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Delivery Policies and Procedures
As defined by CCR §5415(d), the delivery process begins once the delivery team leaves the
non-storefront retailer’s licensed premises in the secure vehicle that is loaded with cannabis
goods per each transfer manifest. Delivery ends after goods are delivered and the vehicle returns
to the licensed premises with completed transfer manifests. The following procedures will be
implemented to protect the security and integrity of cannabis goods during delivery:
During delivery, the delivery team will keep a copy of the following documents:
The retailer's current state and local licenses and permits (CCR §5415(e))
Each employee’s identification badge that meets the requirements of CCR §5043
and CCR §5415(e)
Each employee's government-issued identification (i.e. current California driver’s
license) (CCR §5415(e))
Transfer manifests (CCR §5314(d))
A delivery employee will be present in the vehicle at all times unless the vehicle
is securely locked with an activated alarm (CCR §5417(c))
Per CCR §5313(b), no individuals other than the licensee or authorized delivery
employees may occupy the vehicle during delivery
The delivery team will ensure that cannabis goods remain out of public view at all
times (CCR §5417(b)) and that packages are not opened or tampered with per
CCR §5311(i)
For the safety of delivery personnel and to protect the security of cannabis goods or currency that
are being transported, the following SOPs will be implemented prior to leaving the licensed
premises:
Receipt of Delivery
Upon delivery, the delivery personnel will personally verify the identity of the delivery recipient
per state-issued photo identification, and a valid physician’s recommendation if the recipient is a
qualified patient, or a valid caregiver’s card if the recipient is a registered primary caregiver. For
each delivery, a receipt will be prepared that the customer will sign to verify successful
completion of the delivery. One copy will be provided for the customer, and a second copy will
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be retained by the delivery employee (CCR §5420(b)). The receipts will be used to document
and verify the account of gross receipts charged and received. The delivery receipt will contain
the following information per CCR §5420(a):
Retailer name and address
Name of each employee involved with delivery and preparing the order
First name and customer number of the delivery recipient
Date and time of the delivery request
Delivery address
Invoice describing all cannabis goods requested for delivery, including amount by weight,
volume, or other accurate measures, and the cost of goods sold including taxes, fees, and
any other charges
Date and time the delivery was made
Signature of the delivery recipient
Delivery Employee Requirements
Delivery service will be provided by designated employees of the licensed facility; contractors
will not be retained for delivery (CCR §5415(a)). The facility will maintain a database of all
authorized delivery employees (CCR §5415(f)), which will include a copy of each employee’s
valid California driver’s license, and verification that delivery employees are at least 21 years of
age (CCR §5415(b)). Delivery employees will be prohibited from using or consuming cannabis
goods while conducting delivery activities in accordance with CCR §5419.
Delivery Routes
Delivery routes will be established and documented in the transfer manifests, and tracked in real
time using the delivery vehicle’s GPS device (CCR §5417(d)). Point-to-point locations along the
delivery route may only include the licensed premises and the verified delivery addresses listed
on the transfer manifests. Deviations from the planned routes are not permitted except for
necessary rest, fuel, or vehicle repair stops (CCR §5311(j)), or because road conditions make
continued use of the route unsafe, impossible, or impracticable (CCR §5421). Delivery vehicles
may not leave the State of California while possessing cannabis goods (CCR §5416(b)).
Cannabis goods may only be delivered to a physical address (CCR §5416(a)) within a California
city or county. In accordance with CCR §5416(c), deliveries are prohibited to addresses located
on public land, including land held in trust by the United States for a tribe or an individual tribal
member unless the delivery is authorized by and consistent with applicable tribal law. Deliveries
are also prohibited to buildings owned or leased by a public agency.
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Vehicle Requirements
Coastal will maintain its own fleet of vehicles for secure delivery of cannabis goods or secure
transport of currency or cash. An up-to-date list of vehicles used for delivery will be maintained
in a database. Vehicles used for delivery are subject to inspection by the Bureau at any time per
CCR 16 §5417(f). Vehicles used for these activities will meet the following security
requirements in keeping with CCR 16 §5417:
Vehicles will be equipped with high-security locks on all doors, a battery isolator switch,
a reverse camera, an alarm system
Vehicles will be properly insured, registered, and inspected, and will display all
appropriate stickers and other proof of registration and insurance in compliance with
California state law per CCR 16 §5312(a)(3)
No vehicles used for delivery will display advertising or symbols that suggest its use for
delivery or its affiliation with a cannabis retailer
A database of authorized delivery vehicles will be maintained that records information
such as make, model, color, license plate, Vehicle Identification Number (VIN),
registration, and proof of ownership; the database will be made available to the Bureau
on request per CCR 16 §5417(e) and written notification of any changes will be made
within 30 days per CCR 16 §5312(c)
A dedicated Global Positioning System (GPS) device will identify the real-time
geographic location of the vehicle at all times during delivery; GPS logs shall be made
available to the Bureau on request (CCR 16 §5417(d))
A stolen vehicle recovery system (i.e., LoJack or similar) with radio frequency tracking
will be installed to assist law enforcement response to criminal theft or diversion
An in-vehicle video surveillance system that meets the requirements specified by CCR
16 §5044 and including: high-definition video cameras; live streaming capability;
wide-angle lens and other camera specifications to capture detailed images of all
activities and individuals involved in transport; and a secure compartment for video
recording equipment that is inaccessible to the driver and other transport personnel
Authorized personnel will have access to the video recording equipment in order to
retrieve and archive surveillance footage per CCR 16 §5044(i)-(j)
Secure cargo area or lock box with keypad access to protect the physical security of
cannabis or currency during transport
Cargo areas will be temperature controlled to protect the quality of perishable cannabis
goods
Vehicles will be serviced on a regular schedule to ensure that critical mechanical and
security systems are fully functional and not likely to fail mid-delivery
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Business Operations Plan
Point of Sale System
Coastal is currently testing point of sale platforms that are used to collect detailed and accurate
records of each medical and adult-use cannabis sale in accordance with CCR 16 §5425(a).
Coastal intends to use Weave, a cloud-based comprehensive point of sale solution that was2
designed specifically for the cannabis industry. The Weave platform is scalable, with legacy
system designs that allow the software to evolve and keep pace with changing regulations, the
latest industry best practices, and innovations in technology and digital security. Weave has
already been tested in the marketplace through its 320 current users and the $960 million in retail
cannabis sales across 5 different legal cannabis markets that have been processed to date. Our
POS system is on the list of approved integrators of the state trace-and-track system METRC.
The Weave point of sale platform includes an inventory management tool that is fully compatible
with METRC, including data validation features that ensure records exported into METRC are
complete, accurate, and free of errors to enable fast and efficient inventory tracking and
reconciliation. The inventory management tool includes an extensive cannabis product catalog to
streamline the process of maintaining descriptions of cannabis goods available for retail and
delivery customers in keeping with the requirements of CCR 16 §5423. The Weave platform is
also compatible with hardware commonly used in retail sales including label, receipt, and
barcode printers, and wireless barcode scanners.
Point of Sale Transactions
Customer transactions will be conducted using integrated facility POS software. The POS
software will include different levels of access; for example, retail staff will be able to conduct
routine sales transactions, while only managers or other authorized employees will have pin code
access to enable other functions such as voids, returns, discounts, and reading totals or other
data.
The POS system will electronically record all customer information, cash, credit card, and other
transactions, including signature verifications, as well as provide printed receipts to customers.
Transactions recorded by the POS system may not be altered, Weave has an immutable
transactions database which allows extensive audit tracking. Within Weave, our sales staff are
able to different cash reports and see daily cash balances.
2 https://www.weaveiq.com/
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Online Point of Sale Transactions
Online sales transactions will be completed using the Weave point of sale platform, which is
fully integrated with METRC for real-time inventory tracking of all purchased items. Every sale
will be documented as a detailed and accurate record in accordance with CCR 16 §5037, which
will allow Coastal to collect all necessary gross receipts and revenue, sales, and tax data required
by the regulation. Since all products will be properly labeled and marked with a Unique
Identifier Number (UIN) barcode, the point of sale system will be able to automatically
categorize each line item on a sales invoice as adult-use cannabis, medical cannabis, or
non-cannabis product purchase for accurate reporting and collection of applicable state and local
tax.
Adult-use cannabis non-storefront retail purchases, including in-facility and delivery sales, are
subject to the following daily limits per single adult-use customer in accordance with CCR 16
5409(a):
No more than 28.5 grams of non-concentrated cannabis (e.g., flower)
No more than eight (8) grams of concentrated cannabis, including concentrated cannabis
contained in cannabis products; concentrated cannabis is defined by BPC §26001(h) as
cannabis that has undergone a process to concentrate one or more active cannabinoids,
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thereby increasing the product’s potency (resin is considered a concentrate by this
definition)
Medical cannabis non-storefront purchases, including in-facility and delivery sales, are subject to
the following daily limits per single patient or primary caregiver in accordance with CCR
5409(b):
No more than eight (8) ounces of medicinal cannabis, which is defined by HSC
11362.77(d) as the dried mature processed flowers of the female cannabis plant or the
plant conversion
A medical cannabis purchase may exceed these limits if specified by a valid physician’s
recommendation per CCR 16 §5409(c) or in accordance with county or city medicinal
cannabis guidelines that exceed the state limits per HSC §11362.77(c)
Free medical cannabis goods provided under the provisions of CCR 16 §5411(b) will
count toward the daily purchase limit and will be fully inventoried and tracked in
METRC as a retail transaction per state-mandated cannabis tracking and monitoring
protocols
The inventory management capabilities of the point of sale system and METRC will be
leveraged to ensure the daily purchase limits that are available for delivery to an individual for
adult-use and medical cannabis are enforced. All purchased adult-use and medical cannabis
goods that leave for delivery will be placed in an opaque exit package per CCR 16 §5413(c)
before leaving the premises for delivery. Well before January 1, 2020, all of our product
packages containing cannabis goods will be resealable, tamper-evident, and child resistant, per
CCR 16 §5413(b). As shown below, Weave has built in the equivalency state rules
automatically so our customer sales representatives can focus on servicing customers and not
worry about conducting sales out of compliance.
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Inventory/Storage
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Inventory Control Procedures
Inventory Track & Trace System
Coastal will implement an Enterprise Resource Planning (ERP) system, which is a
process-oriented tool that unifies all documentation systems across the facility. The ERP system
itself is described in more detail under the Record Keeping Procedures section below. This
system will be integrated with METRC, the state-mandated track and trace (“seed-to-sale”)
inventory management system, to ensure full batch traceability for regulatory compliance and
inventory monitoring as required by CCR 16 §5048-5051 and SLOMC 9.10.130(C). METRC
provides industry personnel with reporting capability for government mandated inventory data
and information. All medical and adult-use cannabis products will be associated with a UIN and
tracked in real-time through barcoding and RFID tags. METRC was developed by Franwell and
includes the following features:
Perpetual and real-time inventory tracking
Audit capability, inspection reports, and anti-piracy safeguards for inspections
Real-time digital transport manifests for transportation safety to prevent diversion
Establishes trends and benchmarks for processing
Tracks employee actions to document good process control and prevent diversion
For commercial cannabis activities, such as sales, transfers, destruction, and disposal, the
following information will be captured in METRC per the requirements of CCR 16 §5049(b)
and SLOMC 9.10.130(E):
Name and type of cannabis goods
Testing lab results
UIN of the cannabis goods
Amount of cannabis goods by weight or count, and total wholesale cost of cannabis
goods, as applicable
Date and time of the activity or transaction
Name and license number of other licensees involved in the activity or transaction
Transport manifest data in keeping with CCR 16 §5049(b)(6) for retail delivery or
transportation of goods between licensed facilities
A description of any adjustments to METRC records, such as loss of goods due to
spoilage, fouling, or other adulteration
METRC provides a platform for creating a detailed record of all inventory and activities
associated with a commercial cannabis license. In accordance with CCR 16 §5423, the following
information will be entered into METRC for all cannabis goods in the non-storefront retail
facility inventory:
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Business Operations Plan
An identifying description of each item
An accurate measurement of the quantity of the item
The date and time the cannabis goods were received from a licensed distributor
The sell-by or expiration date provided on the package, if applicable
The name and license number of the licensed distributor or licensed microbusiness that
transported the cannabis goods to Coastal
The price the retailer paid for the cannabis goods, including taxes, delivery costs, and any
other costs
METRC System Administration
An active and functional METRC account will be put in place before any CCB activity takes
place at the facility per CCR 16 §5048(a). In accordance with CCR 16 §5048(b), a designated
individual owner will take responsibility as the METRC account manager, and will successfully
complete all METRC training required by the Bureau of Cannabis Control (the Bureau). The
METRC account manager will have the ability to authorize additional owners and employees as
METRC system users. Additionally, the account manager and each user will be assigned a
unique log-on, consisting of a username and password. The account manager or each user
accessing the track and trace system will only do so under his or her assigned log-on, and will
not use or access a log-on of any other individual, per CCR 16 §5048(c). No account manager or
user shall share or transfer his or her log-on, username, or password, to be used by any other
individual for any reason. To ensure compliance with all provisions of CCR 16 §5048, the
account manager will:
Maintain a complete, accurate, and up-to-date list of all METRC system users
Ensure all METRC users have completed state-mandated training prior to accessing the
system
Assign each METRC user with a unique log-on username and password to access the
system, which will not be shared, transferred, or used by any other individual
Monitor and resolve all METRC compliance notifications, and maintain compliance
records in the facility ERP system
Loss of Access
In the event that connectivity to METRC is lost for any reason, for example, due to server or
software malfunction, the facility will notify the Bureau immediately and prepare comprehensive
records to document activities during the period of lost access in accordance with CCR 16
5050. Activities that are prohibited when access to METRC is lost include the transfer of
cannabis goods, transportation, or non-storefront retail delivery. Once access is restored, the
facility will notify the Bureau and enter the information gathered through comprehensive records
into METRC within three calendar days, per CCR 16 §5050(c).
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Business Operations Plan
Inventory Reconciliation
An inventory audit will be conducted at least once every 14 days to reconcile physical inventory
of cannabis goods with the inventory recorded in METRC, and to ensure we are able to account
for all of our inventory, per CCR 16 §5424(a). Inventory reconciliation records will be
maintained and shared with the Bureau upon request. Reconciliation will enable Coastal to detect
potential cannabis loss, theft, or diversion in a timely manner. Significant inventory
discrepancies are defined by CCR 16 §5034(a) as a difference between actual and recorded
inventory with a value of 3 percent of average monthly sales. Average monthly sales are
calculated from the total sales during the previous six months from the date of the audit (CCR 16
5034(b)). If an inventory audit detects a significant inventory discrepancy, a report will be
generated so the results can be shared with the Bureau, state police, and local law enforcement
within 24 hours per CCR §5036(b) via the Notification and Request Form, BCC-LIC-027. The
report will include the following information:
The total quantity and type of cannabis missing from the inventory
Review of video surveillance footage and alarm logs during the time of the loss, theft, or
diversion
Identification of employees, vendors, contractors, and visitors present at the facility at the
time of the loss, theft, or diversion
Any steps taken by management or other staff to verify or determine the cause of the loss,
theft, or diversion
Additional documents, reports, surveillance data, and other records applicable to the loss, theft,
or diversion will be retained and provided to law enforcement upon request.
Standard Operating Procedures
These standard operating procedures are developed from years of operational experience in
Colorado and other markets, focusing on increasing employee efficiency and maintaining
compliance with local, state and federal regulations.
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Recordkeeping Procedures
Enterprise Resource Planning
Our ERP system will function as a digital library for administrative and operational documents,
including standard operating procedures (SOPs), training materials, vendor manuals, Safety Data
Sheets (SDS), maintenance logs, employee records, compliance audits, records and
correspondence, and more. The ERP system is also a digital bookkeeping tool that can track
inventory, sales, transfer manifests, supply chain management, and vendor activity. This
software is built on the cloud-based Salesforce platform and was designed to fulfill the following
functional requirements:
A unified system with easy-to-use applications and interfaces that work seamlessly across
multiple departments with the necessary controlled access
A common database accessible through different applications, including inventory
tracking
Applications and interfaces with suitable permission controls
Electronic authorization and signature functions
Search and reporting utilities to generate reports based on various parameters
Integration modules for human resource management, project management, time tracking
systems, and document management
Workflow management across different departments and functions
Resource-allocation and task-scheduling tools
Record keeping capabilities
Security Functions
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Business Operations Plan
Quality Assurance Functions
The data recording and analysis functions of the ERP system will enable statistical baselines for
performance metrics, adjusting and refinement of operational controls, and other data-driven
functions that will ensure the safety and quality of cannabis goods at the facility. The ERP
system will archive quality assurance functions that are used to ensure that high-quality cannabis
is consistently available from the facility. This includes parameters for environmental conditions
in storage areas that are managed by programmable automatic control systems. Instructions for
changing parameters, set points, and other functions of automatic control systems will be
documented by applicable SOPs. The ERP system will also be used to document lots or batches
of cannabis goods, release accepted materials to the delivery or point of sale areas, and track the
quarantine and disposal of rejected materials.
Audits
Documentation and databases facility in the ERP system will be validated through regular audits
and reviews. Daily, weekly, and annual audits will be conducted to ensure that inventory data
and other information is accurate and up to date. Inventory audits will be conducted by
authorized key employees and will include medical and adult-use cannabis goods for retail sale
or delivery, cannabis that has been sold or transferred, facility cannabis, and waste cannabis
designated for destruction and disposal. The inventory audits will compare the quantities logged
in the ERP database with the physical real-time count. The data will be analyzed against specific
metrics that account for acceptable statistical discrepancies, moisture loss, and incidental
handling losses. Audit reports will be documented by the ERP system and will be made available
to the Bureau upon request.
The City Manager or his/her designee and any other City of San Luis Obispo official or inspector
charged with enforcing any provisions of SLOMC 9.10.140(A), may enter Coastal delivery at
any time during the hours of operation without notice for the purpose of inspecting our business
for compliance, the terms and conditions of the Commercial Cannabis Operator Permit, or any
other City permit or state license, including inspection of the recordings and records maintained
per City regulations or the applicable provisions of State law. No Coastal employee or staff
member will interfere with this inspection under any circumstances and nor can they refuse the
city a review of our records, including video and audio recording (SLOMC 9.10.140(B)).
Additionally, any official of the City may enter our retail facility front at any time during hours
of operation and without notice to obtain samples of cannabis and cannabis products to test for
safety, per SLOMC 9.10.140(C).
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Records
The digital record keeping capabilities of the ERP system will be leveraged to comply with the
recordkeeping requirements outlined by CCR 16 §5037. Records that will be maintained
include:
Financial records including, but not limited to, bank statements, sales invoices, receipts,
and tax records
Personnel records, including each employee's full name, social security or individual
taxpayer identification number, date employment begins, and date of termination of
employment if applicable; personnel include all officers, managers, employees, agents,
and others currently employed or otherwise engaged by the commercial cannabis
business
Medical cannabis patron records such as a copy of a valid physician’s recommendation
and/or a copy of the identification card for a medical cannabis patient or designated
primary caregiver
Training records including, but not limited to, the content of the training provided and the
names of the employees that received the training
Contracts with other licensees regarding commercial cannabis activity
Permits, licenses, and other local authorizations required to conduct commercial cannabis
activity
Security records, such as visitor logs
Records relating to the composting or destruction of cannabis goods
Documentation for data or information entered into METRC, the inventory track and
trace system
Quality assurance data including complaints, returns, and recalls
All other documents prepared or executed in connection with the licensed commercial
cannabis business
In accordance with CCR 16 §5037(b), all required records will be legible and stored in a secured
area where the records are protected from debris; moisture; contamination; hazardous waste; fire;
and theft. Per CCR 16 §5037(d), all records will be subject to review by the Bureau anytime
Coastal is exercising the privileges of our license or at any other time as mutually agreed to by
the Bureau and Coastal. The Bureau may review records outside of Coastal’s standard daily
business hours. Records will be kept in a manner that allows the records to be produced for the
Bureau immediately upon request in either hard copy or electronic form, whichever the Bureau
requests (CCR 16 §5037(e)).
All records will be retained for a minimum of seven years per CCR 16 §5037(a) and SLOMC
9.10.130(F), except for security video surveillance footage which will be kept for at least 90 days
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per CCR 16 §5044(h). Records will be maintained electronically following industry best-in-class
digital archive and backup procedures, with digital security ensured by the latest software and
technology including limited access and authentication (e.g., password) protocols. Records will
be made available to state and local regulatory authorities upon request per CCR §5037(a)-(e),
except for medical records that are subject to the privacy protections granted by the Health
Insurance Portability and Accountability Act (HIPAA). Records may be immediately accessed
digitally or by hard copy, as requested per CCR 16 §5037(e). In accordance with SLOMC
9.10.130(A), Coastal will allow City of San Luis Obispo officials to have access to our books,
records, accounts, and any and all data relevant to its permitted activities for the purpose of
conducting an audit, examination or inspection. Books, records, accounts, and any and all
relevant data will be produced no later than twenty-four (24) hours after receipt of the City's
request or within a reasonable time as authorized in writing by the City.
Financial Records
All financial data will be retained in the facility’s record keeping system for a minimum of seven
years per CCR 16 §5037(a). Financial records will include: a general ledger containing all
transactions such as sales receipts and invoices, cash flow statements, and bank statements;
purchasing invoices; shipping manifests, including cash deposits facilitated by an armored car
service; tax records; and other documents.
Medical Cannabis Sales Records
The Weave point of sale platform will be used to facilitate safe and accurate collection of
medical cannabis sale transaction data required per CCR 16 §5037, including employee name
and number, customer first name and retailer-assigned customer number, list of goods purchased,
and price and tax data. Weave protects sensitive patient, customer, and user information with an
end to end data encryption through the latest Transport Layer Security (TLS) standards and login
credentialing. The Weave ID scan feature will streamline the process of checking in medical
cannabis patients and caregivers who repeat business at Coastal’s non-storefront retail delivery.
Signage Plan
Per SLOMC 17.99.050.D.3, Coastal’s proposed signage will comply with the City’s Sign
Regulations for size, area and type of sign. Coastal will not utilize internally illuminated signs
and no portion of the cannabis plant may be used in any sign visible from the public right-of-way
SLOMC 17.99.050.D.3.b-c). Coastal will include a sign inside the premises that states:
Smoking, ingesting, vaping, eating or consuming cannabis or cannabis products on this site or
in a public place is prohibited” (SLOMC 17.99.050.D.3.e).
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Posted Notices
The following notices will be clearly and conspicuously posted in accordance with local and
state regulations:
State licenses issued by the Bureau (CCR 16 §5039) and SLOMC 9.10.060(A)
A copy of the cannabis delivery business license, which shall be displayed and visible at
all times
The City issued business tax certificate
The following notices, will be posted on our portal to qualified patients, primary
caregivers, and customers:
The sale or diversion of cannabis or cannabis products without a
permit issued by the City of San Luis Obispo is a violation of State law and the
San Luis Obispo Municipal Code.”
Secondary sale, barter, or distribution of cannabis or cannabis
products purchased from Coastal delivery, LLC is a crime and can lead to arrest.”
Employees must immediately leave the commercial cannabis business
and not consume cannabis or cannabis products in public view or in any place not
lawfully permitted. Staff shall monitor the location and vicinity to ensure
compliance.”
Commercial cannabis businesses shall post viewable, written
warnings that the use of cannabis or cannabis products may impair a person's
ability to drive a motor vehicle or operate heavy machinery.”
Smoking, ingesting or consuming cannabis on this property or within 100 feet of
the business is prohibited.”
CALIFORNIA PROP. 65 WARNING: Smoking of cannabis and
cannabis-derived products will expose you and those in your immediate vicinity
to cannabis smoke. Cannabis smoke is known by the State of California to cause
cancer.”
ENTRY ONTO THESE PREMISES BY PERSONS
UNDER 21 YEARS OF AGE IS PROHIBITED BY LAW. VALID PHOTO ID
REQUIRED." (SLOMC 9.10.230(C))
Additionally, Coastal will post a 24-hour hotline number at the perimeter of the premises
to provide citizens in the neighborhood a means to report any observations of potential
safety concerns, theft, or other crimes in the vicinity of Coastal’s delivery facility. Even if
the activity reported does not directly involve Coastal’s delivery facility, the security
alarms, surveillance systems, and observations of on-site security offers may provide law
enforcement officials with valuable information to maintain the peace and security of the
neighborhood where Coastal conducts its business activities.
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Per SLOMC 9.10.060(B), any owner of Coastal will produce for inspection and copying,
upon request of a City inspector, code enforcement officer, or City police officer during
normal operating hours, the original of the current and valid City of San Luis Obispo
Commercial Cannabis Operator Permit and the appropriate, current and valid license(s)
of the State of California for the Commercial Cannabis Activities or Commercial
Cannabis Businesses being conducted.
Other Policies
In keeping with state and local regulations, the following operating procedures will be put in
place at the Coastal delivery facility:
Consumption of cannabis on the premises is prohibited
A Manager will be on the premises at all times during operating hours
All restroom facilities shall remain locked and under the control of Management
Loitering will be prohibited
All employees will be aged 21 or older (CCR 16 §5031)
The City Administrator will be provided with the name and telephone number of an
on-site manager or owner for 24-hour emergency notice
All persons legally authorized to purchase adult-use or medical cannabis under the
provisions of Medicinal and Adult-Use Cannabis Regulation and Safety Act
MAUCRSA) and can produce valid identification and verified to be older than 21 years
of age will be welcome to shop at Coastals online platform; Coastal will not discriminate
or exclude any patron including disabled patrons in keeping with applicable local, state,
and federal laws and regulations
Community Relations Plan
Coastal is committed to being a receptive and responsive partner to the San Luis Obispo
community. Coastal’s community relations is currently being fulfilled by Rodessa Newton,
Coastal’s San Luis Obispo Community Relations Manager with assistance from Devon
Wardlow, Director of Public Affairs. Rodessa’s role as Community Relations Manager will
ensure that all members of the business community, non-profit and general public have a direct
line into Coastal to voice any concerns or highlight any opportunities.
The responsibilities of the Community Relations Manager will include, though will not be
limited to:
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Business Operations Plan
Once Coastal’s non-storefront retail facility has been open for a month or more, we will hire an
individual local to San Luis Obispo to fulfill this role. The responsibilities of this role will then
expand with greater emphasis on deepening Coastal’s connections throughout the community
and identifying opportunities for Coastal to become further involved.
Contact Information:
Community Relations Manager, Rodessa Newton, can be contacted via phone at
or reached by email at
State Licenses
Coastal Licenses
Coastal holds multiple commercial cannabis licenses in California. Coastal’s current active local
and temporary state licenses are listed below and included in the appendix.
Name: Coastal Delivery Services, LLC
Address: 819C Reddick Street, Santa Barbara, CA
Local License: 64911
Date Issued: 10/22/2018
Expiration: 02/28/2020
State License: C9-18-0000119-TEMP
Date Issued: 12/12/2018
Expiration: 4/11/2019
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Name: Coastal Dispensary, LLC
Address: 1019 Chapala Street, Santa Barbara, CA
Local License: 64962
Date Issued: 10/16/2018
Expiration: 02/28/2020
State License: C10-18-0000148-TEMP
Date Issued: 12/12/2018
Expiration: 04/11/2019
Name: Coastal Distribution, LLC
Address: 819B Reddick Street, Santa Barbara, CA
Local License: 64981
Date Issued: 10/22/2018
Expiration: 02/28/2020
State License: C11-18-0000631-TEMP
Date Issued: 12/20/2018
Expiration: 4/19/2019
Name: Coastal Manufacturing, LLC
Address: 819A Reddick Street, Santa Barbara, CA
Local License: 64982
Date Issued: 10/22/2018
Expiration: 02/28/2020
Other Licenses
Josh Ginsberg, Coastal’s COO and partner, holds multiple commercial cannabis licenses in
addition to his licenses with Coastal. Josh’s licenses with Native Roots Dispensary Group in
Colorado are listed below and included in the appendix. Josh also holds 4 of the 56 dispensary
licenses awarded in the state of Ohio with Cannamed Therapeutics, LLC. The notice of award of
these licenses are also included in the appendix.
Entity Name
and DBA
Address State License State
Expiration
Date
Local
License
Local
Expiration
Date
Date
Acquired
Alternative
Medicine on the
Mall, LLC, DBA
910 16th Street,
Ste 805, Denver,
CO 80202
402-00913 3/12/19 2010-BFN-
1045692
3/12/19 12/1/09
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Native Roots
Apothecary*
Alternative
Medicine on the
Mall, LLC, DBA
Native Roots
Apothecary*
4990 Dahlia St.,
Denver, CO
80216
403-01643 5/24/19 2015-BFN-
0000957
5/27/19 12/1/09
Alternative
Medicine on the
Mall, LLC, DBA
Native Roots
Apothecary*
910 16th Street,
Ste 805, Denver,
CO 80202
402R-00027 1/1/20 2013-BFN-
1069055
2/18/19 12/1/14
Boulder RX,
LLC, DBA
Native Roots
Boulder
1146 Pearl Street,
Boulder, CO
80302
402R-00173 2/20/19 Recreationa
l Marijuana
Business
License
10-0011
2/20/19 6/1/13
Conscious
Confections II,
LLC, DBA
Native Roots
Extracts
4990 Dahlia St.,
Denver, CO
80216
404-00601 5/17/19 2017-BFN-
0000779
11/21/19 6/1/15
Conscious
Confections II,
LLC, DBA
Native Roots
Extracts
4990 Dahlia St.,
Denver, CO
80216
403-01856 8/30/19 2015-BFN-
0008395
11/14/19 6/1/15
Conscious
Confections II,
LLC, DBA
Native Roots
Extracts
4990 Dahlia St.,
Denver, CO
80216
404R-00344 5/17/19 2017-BFN-
0002518
12/1/19 6/1/15
Conscious
Confections,
LLC, DBA
Native Roots
Extracts
680 Lipan St.,
Denver, CO
80204
404-00172 8/27/19 2013-BFN-
1068827
9/16/19 12/1/09
Conscious
Confections,
680 Lipan St.,
Denver, CO
403-00460 1/7/20 2012-BFN-
1061546
9/27/19 12/1/09
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LLC, DBA
Native Roots
Extracts
80204
Conscious
Confections,
LLC, DBA
Native Roots
Extracts
680 Lipan St.,
Denver, CO
80204
403R-00406 11/12/19 2014-BFN-
0004051
4/1/19 12/1/09
Conscious
Confections,
LLC, DBA
Native Roots
Extracts
680 Lipan St.,
Denver, CO
80204
404R-00006 1/1/20 2013-BFN-
1069061
9/16/19 12/1/09
J&R Partners,
LLC, DBA
Native Roots
Vail*
41290 Highway
6, Unit B5, Avon,
CO 81620
402-00893 12/12/19 Marijuana
Business
License
MJM-4591
8/1/19 8/1/14
J&R Partners,
LLC, DBA
Native Roots
Vail*
4990 Dahlia St.,
Denver, CO
80216
403-01599 1/29/20 2014-BFN-
0004637
5/19/19 8/1/14
J&R Partners,
LLC, DBA
Native Roots
Vail*
41290 Highway
6, Unit B5, Avon,
CO 81620
402R-00221 5/16/19 Marijuana
Business
License
MJR-4775
8/1/19 8/1/14
RJJ Academy,
LLC, DBA
Native Roots
Academy*
1003 N. Academy
Blvd,. Colorado
Springs, CO
80909
402-01084 7/3/19 Medical
Marijuana
Center
Business
License
723275
7/3/19 11/1/15
RJJ Academy,
LLC, DBA
Native Roots
Academy*
4990 Dahlia St.,
Denver, CO
80216
403-01684 7/3/19 2015-BFN-
0002519
9/18/19 11/1/15
RJJ Adams, LLC
DBA Native
Roots North
Denver
620 E. 58th Ave.,
Denver, CO
80216
402R-00493 7/30/19 Marijuana
Establishm
ent License
AC2018-00
10/4/19 8/1/16
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005
RJJ Aspen, LLC,
DBA Native
Roots Aspen
308 S. Hunter
Street, Aspen, CO
81611
402-01047 5/30/19 Medical
Marijuana
Store
License
2018-006
5/30/19 1/1/15
RJJ Aspen, LLC,
DBA Native
Roots Aspen
4990 Dahlia St.,
Denver, CO
80216
403-01642 5/30/19 2015-BFN-
0000954
6/22/19 1/1/15
RJJ Aspen, LLC,
DBA Native
Roots Aspen
308 S. Hunter
Street, Aspen, CO
81611
402R-00379 12/23/19 Retail
Marijuana
Store
License
2018-004
1/20/19 1/1/15
RJJ Aspen, LLC,
DBA Native
Roots Aspen
402R-00379 &
402-01047
City of
Aspen
Business
License
13188
12/31/19 1/1/15
RJJ Colorado
Springs, LLC,
DBA Native
Roots Colorado
Springs
3660 Austin
Bluffs Pkwy,
Colorado Springs,
CO 80918
402-01042 5/21/19 Medical
Marijuana
Center
Business
License
723101
5/21/19 6/1/15
RJJ Colorado
Springs, LLC,
DBA Native
Roots Colorado
Springs*
4990 Dahlia St.,
Denver, CO
80216
403-01633 5/21/19 2015-BFN-
0000622
5/27/19 6/1/15
RJJ Dillon, LLC,
DBA Native
Roots Dillon
850 Little Beaver
Tr., Dillon CO
80435
402R-00434 3/26/19 Dillon
Retail
Marijuana
Store
License
402R-0043
4
7/16/19 7/1/15
RJJ Dillon, LLC,
DBA Native
402R-00434 Town of
Dillon
12/31/19 7/1/15
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Roots Dillon Business
License
3610
RJJ Edgewater,
LLC, DBA
Native Roots
Edgewater
5610 W. 20th
Ave., Edgewater,
CO 80214
402R-00335 10/1/19 Retail
Marijuana
Center
25911
10/26/19 3/1/15
RJJ Edgewater,
LLC, DBA
Native Roots
Edgewater
402R-00335 &
402-00972
Business
License
25910
10/26/19 3/1/15
RJJ Edgewater,
LLC, DBA
Native Roots
Edgewater*
5610 W. 20th
Ave., Edgewater,
CO 80214
402-00972 10/24/19 Edgewater
Medical
Marijuana
Center
25909
10/26/19 3/1/15
RJJ Edgewater,
LLC, DBA
Native Roots
Edgewater*
4990 Dahlia St.,
Denver, CO
80216
403-01533 10/24/19 2015-BFN-
0001792
6/16/19 3/1/15
RJJ Frisco, LLC,
DBA Native
Roots Frisco
861 North
Summit Blvd,
Frisco, CO 80443
402R-00363 11/17/19 Business /
Sales Tax
License
3352
12/31/19 12/1/14
RJJ Frisco, LLC,
DBA Native
Roots Frisco*
861 North
Summit Blvd,
Frisco, CO 80443
402-00905 1/6/20 Business /
Sales Tax
License
3352
12/31/19 12/1/14
RJJ Frisco, LLC,
DBA Native
Roots Frisco*
4990 Dahlia St.,
Denver, CO
80216
403-01432 1/6/20 2013-BFN-
1069958
3/10/19 12/1/14
RJJ Highlands,
LLC, DBA
Native Roots
Highlands
2209 W. 32nd
Ave, Denver, CO
80211
402-00637 5/28/19 2010-BFN-
1045914
9/11/19 2/1/17
RJJ Highlands,
LLC, DBA
Native Roots
4990 Dahlia St.,
Denver, CO
80216
403-01801 4/15/19 2015-BFN-
0007668
4/29/19 2/1/17
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Highlands
RJJ Highlands,
LLC, DBA
Native Roots
Highlands
2209 W. 32nd
Ave, Denver, CO
80211
402R-00368 11/21/19 2014-BFN-
0004211
2/12/19 2/1/17
RJJ Longmont,
LLC, DBA
Native Roots
Longmont
19 S. Sunset
Street, Longmont,
CO 80501
402-00961 10/10/19 Medical
Marijuana
Business
License
MMB-14-0
003
2/27/19 10/1/14
RJJ Longmont,
LLC, DBA
Native Roots
Longmont
4990 Dahlia St.,
Denver, CO
80216
403-01519 10/10/19 2014-BFN-
1073490
9/16/19 10/1/14
RJJ Longmont,
LLC, DBA
Native Roots
Longmont*
19 S. Sunset
Street, Longmont,
CO 80501
402R-00416 2/25/20 Retail
Marijuana
License
RMB-15-0
002
2/27/19 10/1/14
RJJ Morrison II,
LLC DBA
Native Roots
West Denver
4000 Morrison
Road, Denver CO
80219
402R-00049 1/1/20 2013-BFN-
1069081
1/15/20 11/1/16
RJJ Santa Fe,
LLC, DBA
Native Roots
Santa Fe
2645 S. Santa Fe
Dr., Units D&E,
Denver, CO
80223
402-01070 8/17/19 2010-BFN-
1045779
9/10/19 1/1/15
RJJ Santa Fe,
LLC, DBA
Native Roots
Santa Fe
2645 S. Santa Fe
Dr., Units D&E,
Denver, CO
80223
402R-00484 7/31/19 2015-BFN-
0003803
8/19/19 1/1/15
RJJ Santa Fe,
LLC, DBA
Native Roots
Santa Fe
surplus)
4990 Dahlia St.,
Denver, CO
80216
403-01802 4/15/19 2015-BFN-
0007669
4/29/19 1/1/15
RJJ Santa Fe, 4990 Dahlia St., 403-01803 4/15/19 2015-BFN-4/29/19 1/1/15
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LLC, DBA
Native Roots
Santa Fe
surplus)
Denver, CO
80216
0007670
RJJ Santa Fe,
LLC, DBA
Native Roots
Santa Fe*
4990 Dahlia St.,
Denver, CO
80216
403-01666 8/17/19 2015-BFN-
0001521
9/2/19 1/1/15
RJJ Sheridan,
LLC, DBA
Native Roots
Littleton
7870 W. Quincy
Ave, Denver, CO
80123
402-00977 10/10/19 2013-BFN-
1068512
10/3/19 8/1/15
RJJ Sheridan,
LLC, DBA
Native Roots
Littleton
4990 Dahlia St.,
Denver, CO
80216
403-01543 10/10/19 2014-BFN-
0003159
4/21/19 8/1/15
RJJ Sheridan,
LLC, DBA
Native Roots
Littleton
4990 Dahlia St.,
Denver, CO
80216
403R-00408 11/17/19 2014-BFN-
0004169
5/19/19 8/1/15
RJJ Sheridan,
LLC, DBA
Native Roots
Littleton
7870 W. Quincy
Ave, Denver, CO
80123
402R-00380 12/23/19 2014-BFN-
0003949
1/21/20 8/1/15
RJJ Tejon, LLC,
DBA Native
Roots Tejon*
1433 S. Tejon
Street, Colorado
Springs, CO
80905
402-01140 1/7/20 ; 1/7/19 5/1/16
RJJ Tejon, LLC,
DBA Native
Roots Tejon*
4990 Dahlia St.,
Denver, CO
80216
403-01747 1/7/20 2015-BFN-
0006941
1/12/20 5/1/16
RJJ Tower, LLC,
DBA Native
Roots Denver
Airport
7050 Tower
Road, Denver,
CO 80249
402-00417 3/5/19 2010-BFN-
1045701
3/5/19 4/1/17
RJJ Tower, LLC,
DBA Native
Roots Denver
7050 Tower
Road, Denver,
CO 80249
402R-00696 8/25/19 2017-BFN-
0005193
1/17/20 4/1/17
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Airport
RJJ Tower, LLC,
DBA Native
Roots Denver
Airport
4990 Dahlia St.,
Denver, CO
80216
403-00633 3/5/19 2012-BFN-
1060536
2/26/19 4/1/17
RJJ Trinidad,
LLC, DBA
Native Roots
Trinidad
3149 Santa Fe
Trail, Trinidad,
CO 81082
402R-00617 1/19/20 Retail
Marijuana
License
2018-014R
4/18/19 3/1/17
RJJ Uintah,
LLC, DBA
Native Roots
Uintah*
1705 W. Uintah
St., Colorado
Springs, CO
80904
402-01083 7/3/19 Medical
Marijuana
Center
Business
License
723276
7/3/19 11/1/15
RJJ Uintah,
LLC, DBA
Native Roots
Uintah*
4990 Dahlia St.,
Denver, CO
80216
403-01683 7/3/19 2015-BFN-
0002521
9/18/19 11/1/15
The Dandelion,
LLC DBA The
Dandelion
845 Walnut
Street, Boulder,
CO 80302
402-00194 11/15/19 Medical
Marijuana
Business
License
10-0004
11/15/19 1/1/10
The Dandelion,
LLC DBA The
Dandelion
4990 Dahlia St.,
Denver, CO
80216
403-01641 5/24/19 2015-BFN-
0000955
5/27/19 1/1/10
Tax Compliance
Coastal will operate in full compliance with local and state tax laws. As a first time applicant,
Coastal Delivery SLO, LLC’s business operations tax account will be set up in-house after the
application has been submitted, per application instructions. We have attached a current copy of
our state sales tax seller’s permit in the appendix, and the applicant’s most recent year’s financial
statement and tax returns.
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Payment of City Taxes & Fees
Upon commencement of operations and until progressive banking reforms for the legal
California cannabis industry can be put in place, Coastal anticipates making cash payments to the
City of San Luis Obispo for taxes and fees associated with the operation of its cannabis delivery
service. Transport of cash payments will be made in keeping with the safety and security
provisions of the Shipment Receiving Plan described below. Specifically, some of the procedures
for secure cash transfer include the following:
Insurance
Coastal Holding Company, LLC holds a Commercial General Liability policy with James River
Insurance for recreational and medical marijuana retail shops, manufacturing, delivery and
distribution. The policy covers all Coastal entities, operations and locations. Additionally,
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Business Operations Plan
Coastal will cover workers compensation, commercial auto, D&O, excess/umbrella liability,
crime, property (building, business personal property, stock/inventory, business interruption),
cyber, and employment practices liability.
Budget
Base Assumptions
Our financial model has been built from the bottom up based on the deep understanding of the
Coastal team with 10+ years of managing a legal cannabis business and based on the expertise
gained from having started and operated over 20+ cannabis dispensaries and related operations.
Our financial model incorporates comprehensive analysis to forecast costs and expenditures
related to:
Capital expenditures for construction, tenant improvements and facility set-up
Capital expenditures for equipment, furnitures and fixtures required to operate the
business
Revenue forecast from sale of Cannabis based products and/or gift/novelty items
Cost of Goods sold
Expected operating expense
Expected G&A expenditures
Taxes, etc.
Capital needs to support the set-up and ongoing operations of the business
We are using current, best practices for all of our assumptions. This includes product costing and
pricing, capital expenditures for furniture, fixtures and equipment, market demand and adoption,
customer acquisition and retention and more. All of our financial and business modeling is based
on unit level assumptions so we start at the line-item level and then model from there. In addition
to the experience of our founders with over a decade of legal cannabis experience, we have used
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Business Operations Plan
research from several sources including tools like Cannabis Benchmarks, Cannaregs, BDS
Analytics, etc. to build our business and financial models.
Our expected expenditures for construction, TI, furniture, fixtures and equipment is as outlined
in Section labelled ‘Site Development.’
From a product perspective we plan to offer approximately 180 different branded products at
launch. These products will be across the following categories:
1.Edibles
2.Vape Cartridges
3.Topicals
4.Internals
5.Flower
6.Novelties
7.Paraphernalia
8.Whole Plant Extracted Products
Our operating expense is as outlined in the section labelled ‘Operating Expense.’
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Business Operations Plan
In summary, we have included the following financial information in this application:
1 - Year (First Year) detailed Budget/Income Statement
Operating Expense Detail
Five year Proforma Income Statement
Five Year Proforma Balance Sheet
Five Year Proforma Cash Flow Statement
1-Year (First Year) Proforma Cash Flow Statement
Site Development Expenditures (planned)
The first year budget
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Operating Expenditures
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5 Year Income Statement
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5 Year Revenues Charts
5 Year Net After-Tax Income Chart
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Balance Sheet
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Financial Projections
In addition to the cash flow projection form, we have added our year cash flow charts for the first
year, then years 1 through 5. Though we expect to start construction/tenant improvements as
soon as we have received all the city and state licenses and permits, the attached financials show
us beginning operations as of January 2020, even though we will likely start operations earlier.
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Site Development (Construction & Tenant Improvements):
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Financial Capacity
Coastal is well capitalized and prepared to fund all aspects of establishing and operating its
business in San Luis Obispo. Proof of funds and liquid assets are included in the appendix.
Marketing Plan
Coastal intends to invest significant resources into building a profitable business in San Luis
Obispo, but marketing is an essential function that will help stabilize our brand and grow our
profits. Therefore, our marketing strategy focuses on understanding industry forces and trends,
focusing on local efforts and maintaining consistent responsible messaging across multiple
marketing platforms and channels. It it vital to the success of Coastal to establish strong
relationships with our marketing partners and develop a comprehensive list of Key Performance
Indicators to measure our effectiveness with marketing tactics.
Industry Research Overview
Legal cannabis is one of the fastest growing markets in the world. In 2017, US legal recreational
and medical sales generated $6.8 billion dollars in total sales. Each year more and more state
authorities are choosing to legalize the cultivation, extraction, or retail sale of cannabis. As
society changes, laws around the world progress to expand the legal cannabis market. Canada
became the first North American country in the world to legalize cannabis sales. Pioneering a
model that allowed cannabis to be sold and purchased online and delivered, consumers are also
able to shop at a government owned dispensing center or a privately owned dispensary. As of
early 2019, 33 states across the US have legalized medical sales. In a report issued by industry
research firms BDS Analytics and Arcview Research,
4 https://arcviewgroup.com/
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5https://www.bcc.ca.gov/clear/license_search.html.
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Products and Services
Coastal dispenses cannabis products to adults over 21 years of age in a safe, educational,
modern, and affordable method. Cannabis has been known to alleviate ailments such as PTSD,
severe pain, insomnia, and anxiety. We pride ourselves in providing compliant and tested
cannabis products that treat real ailments. Coastal will sell cannabis goods that are fully
permitted by California and San Luis Obispo law, which includes but is not limited to dried
cannabis flower, oils, tinctures, edibles, topical solutions, and a number of accessories to help
customers utilize the above-mentioned products.
Coastal’s online pre-order portal’s theme and design are made to reflect that of the bonds of
kinship through community. Our sleek, modern website will be inviting and will serve all walks
of life, carrying a wide range of cannabis products for all consumption methods. Our product
menu pages will mirror our in store products and be comprised of high grade Coastal
manufactured products and popular California/local products, and best in class products in the
industry. Local brands from the San Luis Obispo County area that will be carried in store and
delivery will conditionally include Flow Kana, Butter Brand, Utopia Cannabis, Care by Design ,
Lola Lola, Bloom Farms, and Royal Key Organics.
Customers will step into our sales room only after verification and explore a wide array of
products, which will also be sorted based on intention (health, wellness, or play), type, price, and
use to make it much easier for the customers to browse. Beautiful and easily identifiable signage
will be held in each of our displays that detail the Coastal product category types to further make
this shopping experience both unique and efficient.
Our Play category allows for customers seeking a recreational experience where they can use
cannabis for its creative, fun, uplifting qualities in a variety of forms: Concentrates, Edibles, and
Flower.
Our Wellness category invites customers to utilize other cannabinoids for its therapeutic
qualities such as CBN, which has been shown to help with sleeping issues and is a low THC
dose product. We will present certain cannabinoid products like CBN, THC-V, CBC, CBG to
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offer a line of products in the form of Flower, Edibles, Topicals, Concentrate to help with
everyday issues.
Our Health category focuses on treatment for customers with real medical issues and are looking
for an alternative to prescription drugs. We specialize in products that are high in CBD and ratio
products such as 2:1 CBD/THC, 30:1 CBD/THC or Rick Simpson Oil which has been shown to
treat cancer patients. We believe that this simple educational structure will offer the easiest way
for our customers in San Luis Obispo to shop and be educated about the products they consume.
Our staff has years of experience selling licensed cannabis products, which enables us to educate
our employees and subsequently our delivery customers effectively. Education is a vital piece of
retail that is often missing in the cannabis industry, Coastal prides itself on providing a
world-class cannabis curriculum for our staff and patrons. Coastal has built a proprietary
educational platform that presents the different types of cannabis, consumption methods, dosing
techniques, product information, and terminology of the industry.
As a licensed delivery facility, our focus will be on supplying products from reputable,
consistent, and compliant cultivation and extraction operators. We are fully equipped with a list
of licensed vendors from the Bureau of Cannabis Control and further have industry-experts
analyzing market trends to make inventory adjustments as needed. We utilize a platform called
Leaflink to vet new prospective brands in the California market. Our non-storefront retail
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management staff make active monthly trips to vendors’ facilities to review quality standards
with our partners and to further educate our workforce. Communication with our vendor partners
is critical to our customer success, allowing us to stock products in a timely manner meeting
consumer demand will increase sales over time. We allow vendors to schedule Customer
Appreciation days online or sales appointments. This allows our vendors to have a frequent
presence in our stores with our future online customers so they can truly understand the needs of
the San Luis Obispo customer base and help our service them better.
Types of Products Available
Pursuant to applicable local and state regulations, the following goods will be available from
Coastal’s delivery service:
Cannabis goods for adult-use and medical use
Non-cannabis goods per CCR §5407, for example, Coastal brand apparel and
accessories, with the exception of the following:
Alcohol and alcohol products
6 www.leaflink.com
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Per SLOMC 9.10.220(A), Coastal will not dispense, serve, store, give
away or consume, or cause or permit the sale, dispensing, serving, giving
away or consumption of alcoholic beverages or tobacco in or on the
premises of Coastal’s delivery facility. Additionally, Coastal will not
conduct any commercial cannabis activity or delivery at any location
where alcohol is sold or served, per SLOMC 9.10.220(B)
Tobacco and tobacco products
Cannabis can be ingested through a variety of methods, creating a myriad of effects that serve
different purposes for both body and mind. Thus, it is essential that all clients have access to
Customer Sales Representatives with extensive knowledge of dosage, effect, and ingestion
methods. Moreover, it is our duty as retailers to ensure that all products follow all testing and
packaging requirements set out in Medicinal and Adult-Use Cannabis Regulation and Safety Act
MAUCRSA) as per the State of California. Per regulatory requirements CCR § 5409(a)(1–2),
our customers will, of course, be limited to no more than 28.5 grams of non-concentrated
cannabis in a single day and no more than 8 grams of cannabis concentrate in a single day,
including cannabis concentrate contained in cannabis products. All sales and customer
transactions are tracked and logged in our confidential database within the POS system.
Our POS partner, Weave, actively monitors the purchased THC levels of every customer that
shops within our online store, measuring the total mg of THC in conjunction with state
equivalency rules set forth in the California Code of Regulations. The system will keep track and
alert the fulfilment specialist at the delivery facility that the customer has tried to exceed their
daily limit of THC products no matter how many times the customer comes in during a 24-hour
period. This feature helps mitigate the risk of overselling THC products to customers within a
24-hour period keeping our license in compliance and encouraging responsible consumption of
cannabis.
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Having selected only legal products as per regulations, we also will have products based on our
own experience with the market. These products are manufactured at our distribution and
manufacturing facility in Santa Barbara, CA. We will test all of our products with one of the
leading labs in the state, Belcosta Labs out of Long Beach, CA. All of our products are7
packaged, child-proof sealed, and labeled correctly for retail sales.
By having solid distribution, extraction, and cultivation partners, we increase the likelihood of
having products that pass analytical laboratory tests to avoid shortages and, inherently, loss of
revenue. It is absolutely crucial that all our selected products are sufficiently vetted to maintain
long-term competitiveness.
determined the following product types have been rising significantly in 2018:
1.Cannabis Oils: Given its versatility and potential for low-THC,
cannabis oils have been steadily increasing in sales along with
the general industry. Manufacturers and extractors have been
increasing as well given the fact that oils per gram are more
profitable than flower per gram. Given the fact that operators
can control the CBD/THC ratios much easier with extracts than
one would through dried flower, its versatility also extends in
ensuring regulatory compliance (given the differing ratios
allowed per State and City).
2.Topicals: With the rise of the cannabis industry comes a
higher demand for easy application and use of cannabis
products. One such method is through the use of topical
solutions. CBD’s anti-inflammatory properties due to
cannabinoid receptors in the skin are becoming more
prominent with cannabis research and development, as is
knowledge regarding this development among the public. As
such, we will ensure that we obtain topical solutions for sales
that are both compliant and in demand, such as Papa & Barkley.
7 https://www.belcostalabs.com/
8 Fiorillo, S. (2018). 5 Cannabis Products On the Rise in 2018. Retrieved December 30, 2018, from
https://www.thestreet.com/lifestyle/health/5-cannabis-products-on-rise-14578907
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3.Cannabis Edibles: Due to its potency and easy consumption,
cannabis edibles are witnessing an equal rise in sales. In particular,
cannabis chocolates are becoming increasingly popular among
consumers, as this is essentially a combination of two products that
have always been in demand: cannabis and chocolate. Popular
brands that we will sell include Kiva and Défoncé. As stated before,
we will ensure we only stock products that are fully compliant with
California and San Luis Obispo laws and regulations regarding
edibles.
4.Cannabis Flower: Regardless of the popularity of oils and
extracts, cannabis flower still remains quite dominant in
sales. This is the traditional means of consumptions and
essentially a classic that no long-term consumer can go
without. Cannabis flower is a much more affordable means
of purchase for many customers compared to extracts and
is more appealing to experienced consumers. Given that
this type of product is essentially our bread and butter
when it comes it cannabis sales, we will promote a variety of cultivars in our inventory
and ensure only compliant brands, such as THC Design, will be made available through
our deliver service.
5.Transdermal Patches: Another popular product in the medical and
retail cannabis space is the transdermal patch. This product is
known for its incredibly easy application and soothing effects,
especially in its potency for reducing inflammation or chronic
pain due to arthritis or injury. As with topical solutions, Papa &
Barkley make incredible transdermal patches that we expect to
have in our stock. This product, in particular, is especially
appealing to those of senior age who might be against smoking as
a consumption method.
6.Cannabis Concentrates: Known for their potency and incredible
therapeutic potential, cannabis concentrates such as wax or
shatter are becoming increasingly popular among experienced
consumers. Shatter is one of the most recognized concentrates,
is easy to manipulate, and is far less messy than other varieties
of concentrates or extracts. Similarly, cannabis wax is highly
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concentrated and has grown significant interest for experienced consumers in the past 5
years.
7.Pre-rolled Joints: Although cannabis extracts are increasing in
popularity, many consumers still prefer flower, particularly if
it’s already pre-rolled and packaged effectively. Customers
who simply want to avoid rolling cannabis themselves still
rely on pre-rolled joints to function as a quick-and-easy
method of consumption. Our partners, such as Bloom Farms,
offer compliant and effective pre-rolled joints.
It is important to ensure that vape products stay away from underage users since this is a rising
epidemic in America. Therefore ensuring that we verify the age of customers prior to purchase is
an absolute priority. We will avoid purchasing products with packages that are particularly
attractive to kids, as this goes against our goal of ensuring only qualified customers are provided
for. Education on proper product use will also be an important step in not only offering
customers knowledge but also in driving our sales. The more we educate our wide customer base
on the applications, uses, and benefits of each product type, the more positive the sales.
Online Order Service
Our webportal is designed to appeal to experienced as well as newcomer cannabis customers.
Experienced consumers will be familiar with the products and likely know what they plan to
purchase, whereas new customers might stay and utilize our technology while engaging with our
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call center representatives for a longer online experience. In order to best meet the needs of both
customers, we will offer experienced consumers with a quick, easy, and efficient means of
checking out and starting the delivery window.
We will develop a mobile-optimized website at CoastalDispensary.com that allows verified
consumers to pre-order their desired products. Such customers are held to the same standards of
verification as in-store customers. Per regulatory requirements CCR 16 § 5409(a)(1–2), these
customers would be limited to no more than 28.5 grams of non-concentrated cannabis a day and
no more than 8 grams of cannabis concentrate a day, including cannabis concentrate contained in
cannabis products.
To be eligible to access pre-order service,
customers will need to make an account
following confirmation of age and qualifications.
During the account creation, a user will be
prompted to send a copy of their government ID
which will be verified by facial recognition
technology or alternative ID verification
methods, with our partners at trueface.ai. After
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an account is created, the user will be able to see
a real-time menu of products carried at our store.
On our website, a user will utilize our easy user experience to collect
their items in a shopping cart and decide for in-store pickup (or
delivery through our non-storefront facility we are also proposing for
San Luis Obispo). Upon creating an order, the customer will receive a
text message through our platform alerting them that one of our
customer sales representatives are preparing their order for delivery.
Next, a timestamp will be sent to the customer so they have an idea of
when the delivery will be leaving the facility and when the delivery is
expected to happen. We expect delivery orders to take anywhere from
20-30 minutes to prepare, and 20-30 more minutes before we deliver.
We will shoot to offer our customers a one hour delivery timeframe.
This is a dependent on what time of day and how many orders are in
the queue.
9 www.trueface.ai
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Vertical Integration
As mentioned before, we want to offer the best means of affordability for patients and
consumers. Having solid partners is one step forward in that direction, however, it is not the
optimal choice. In addition to a few other brands, Coastal will be selling our own cannabis goods
via our licensed extraction facility in California, Coastal Manufacturing, LLC. These products
are distributed through our own licensed distribution company, thus achieving full vertical
integration ensuring optimal efficiency and affordability.
Coastal’s manufacturing facility will produce a variety of high-quality cannabis goods for
adult-use and medical consumers, including extracts and infused products, packaged and labeled
under the Coastal brand. Coastal will process cannabis extracts using the highest quality cannabis
available from local cultivators, employing technologically advanced CO2 extraction,
lipids-based extraction, and mechanical extraction methods. All extraction processes will be
conducted according to industry-leading safety, sanitation, and compliance standard operating
procedures that are reinforced by job-specific training for manufacturing employees.
Coastal will use a closed-loop supercritical CO 2 extraction machine to produce extracts without
the use of toxic solvents. CO 2 has been selected as an extraction solvent because it is a
low-temperature, low-toxicity, and relatively stable compound that will not denature cannabis
plant material during extraction. CO2 extraction technology gives in-house extractors a higher
degree of control over the solvent strength through pressure and temperature adjustments that
will allow the facility to extract specific formulations to target effective treatments for a variety
of medical conditions.
Cannabis product manufacturing will take place in a commercial grade kitchen equipped with
food- and pharmaceutical-safe appliances and surfaces such as stainless steel counters and
humidity-controlled refrigerators and freezers. Coastal’s manufacturing team will also adopt
Current Good Manufacturing Practices (cGMP) developed by the U.S. Food and Drug
Administration (FDA) to ensure that all cannabis products meet or exceed standards for quality
and consumer safety. The products manufactured at Coastal’s facility will be distributed and sold
by Coastal retail and non-storefront retail facilities in San Luis Obispo, Santa Barbara, and so
forth. This vertically integrated business structure will keep production and transportation costs
down while ensuring the highest standards for manufacturing, product safety, quality control,
and customer satisfaction. Below are examples of our product line we intend on selling:
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Product Testing Criteria
Coastal will only receive shipments of cannabis goods from licensed cannabis distributors that
operate in full compliance with CCR 16 §5300-5315 and other applicable regulations. Per CCR
16 §5304, distributors are responsible for making arrangements for laboratory testing from a
licensed facility that is ISO/IEC 17025 accredited per CCR 16 §5701. The licensed testing
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laboratory will conduct quality assurance testing in accordance with the protocols and
specifications outlined by CCR 16 §5711-5725. Each batch sample will be tested for the
following in accordance with CCR 16 §5714(a): cannabinoids; foreign material; heavy metals;
microbial impurities; mycotoxins; moisture content and water activity; residual pesticides;
residual solvents and processing chemicals; terpenoids (if applicable); and homogeneity
applicable to certain edible products).
When testing is complete, the laboratory will issue a certificate of analysis (COA) in accordance
with CCR 16 §5726 that provides a “pass” or “fail” result for each analytical test. The laboratory
will enter the batch testing results in METRC and provide a copy of the COA to the distributor
per CCR 16 §5726(b). The COA associated with each batch of goods Coastal receives from a
licensed distributor will be maintained in accordance with Coastal’s record-keeping protocols.
Upon receipt, all goods will be quarantined for inspection by the Quality Assurance department,
which will be responsible for ensuring products meet state testing requirements per the COA
10 International Organization for Standardization (ISO); ISO/IEC 17025 - General requirements for the competence
of testing and calibration laboratories
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associated with each batch or lot. Only products that are determined to be safe and that comply
with all applicable regulatory requirements (i.e., CCR 16 §5406, CCR 16 §5412, BPC §26130,
BPC §26120, and others) will be released from quarantine and made available for sale to Coastal
customers.
Supply Chain Strategy
Our products will be brought to us by our partner licensed cannabis distributor, Coastal
Distribution, LLC. Retail and non-storefront retail operators can face a number of issues when
having bad distribution partners, which can include but aren’t limited to delayed shipments,
failed product tests, roadside accidents, incorrect transportation manifests, pricing discrepancies,
or quality issues. Additionally, working with outside distributors will be more costly than
working with our own. By utilizing our vertically-integrated model, we would be able to pass on
the savings from using our own licensed distribution company to our customers. Coastal
Distribution will work with Coastal Manufacturing, LLC to receive all our manufactured
cannabis goods, and they will also work with local and reputable licensed cultivators in the San
Luis Obispo County area to obtain all our flower and other extracted and manufactured goods we
will otherwise not be able to obtain through our own extraction facility. As 80% of our supply
and equipment expense will be sourced from businesses within 90 miles, it is only natural that
we work with local and reputable cultivators to ensure we keep profits within San Luis Obispo
County. By collaborating with local farms we would be able to increase the overall profit for
local businesses and at the same time control the quality of the products we sell to our customers.
Coastal Distribution will be fully in compliance with CCR 16 §5300-5315 and other applicable
regulations. Coastal Distribution is a fully licensed distribution operator and will meet the
following requirements prior to being engaged in our non-storefront retail operations: hold valid
state and local licenses; maintain an operating record that is free of serious compliance
violations; arrange testing with licensed laboratories that are ISO/IEC 17025 accredited per CCR
16 §5701; and have a successful track record of performing all types of tests required by CCR
16 §5711-5725.
By working with our own licensed companies and other reputable and licensed cultivators, we
ensure that we maintain our track record for following all applicable regulations and industry
best practices. Our distribution company, listed below, will be used to obtain cannabis goods for
Coastal’s non-storefront retail operations in San Luis Obispo.
NAME: Coastal Distribution, LLC
Mailing Address: 819 Reddick St, Santa Barbara, CA, 93109
Location Address: 819B Reddick St, Santa Barbara, CA 93103
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Phone No.: (805) 886-8484
State License #: C11-18-0000631
Other Distributors & Suppliers
Today, most of the cannabis in California is grown primarily on a cottage, specialty, and small
scale. We intend our strategies to favor small businesses and counter the advantages of large
businesses. Coastal intends to build relationships with the below-mentioned collectives, many of
whom also meet criteria for environmentally conscious production practices, economic inclusion,
and social justice in their hiring practices. The high cost of licensing and starting an independent
business within the regulated cannabis industry is a barrier to entry for many small cultivators.
However, rather than continuing to operate in the gray market, many small producers have found
legal ways to participate in the regulated market under the umbrella of a fully licensed collective.
One example of a collective of small producers is Lowell Farms, LLC, based on the Central
Coast near Santa Barbara. Lowell Farms is located within 90 miles of San Luis Obispo, which is
ideal for promoting the economy within the immediate area.
Coastal Apparel
Coastal is a lifestyle brand and our aim is to be a part of a customer’s everyday life whether at
the beach, riding bikes by San Luis Obispo Community Park, having a picnic at Marina Park
park or being at home. Our apparel represents creative freedom, performance and craftsmanship.
We focus on working with up and coming local visionary designers that have a forward thinking
mind and that are creative and innovative. It is important to us to produce all American made
apparel and we constantly strive to minimize our environmental impact. Our apparel is a Unisex
focus line that is comfortable and functional. Our products include Hoodies, T-shirts , Hats,
Beanies, socks. Additionally, we carry external merchandise such as recyclable water bottles and
tote bags. Coastal prides itself on a unique design approach and will continue to elevate the
happiness of coastal consumers. We have contacted several local print shops that will service our
merchandise line including: Live Local Apparel (978 Monterey St, San Luis Obispo, CA 93401),
Left Coast T-shirt CO (755 Fiero Ln, San Luis Obispo, CA 93401), J Carroll (113 Cross St, San
Luis Obispo, CA 93401), Dolphin Shirt CO (757 Buckley Rd # C, San Luis Obispo, CA 93401).
Customers can view our merchandise and apparel line online, where they can place an order11
and have those items shipped to their address. Our plan is to develop an exclusive series of
apparel for San Luis Obispo that is representative of the community and can help spread the San
Luis Obispo brand.
11 www.coastaldispensary.com/apparel
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Business Operations Plan - Appendix
Coastal Delivery SLO, LLC Personnel LOIs 106
Local and State Licenses 111
Coastal California Local and State Licenses 111
Native Roots Colorado Local and State Licenses 118
Cannamed Therapeutics Ohio Licenses 257
Coastal Delivery SLO, LLC State Sales Tax Seller’s Permit 265
Coastal Holdings Company, LLC Statement of Cash Flow 266
Coastal Holdings Company, LLC Balance Sheet 267
Coastal Holdings Company, LLC Profit and Loss 269
Malante Hayworth Financial Statement 271
Malante Hayworth Tax Return 276
James River Insurance, General Liability Insurance 278
Empyreal Logistics Cash Pickup Liability Insurance 279
Kimberly Moffatt Jones Verification of Net Worth 280
Julian Michalowski Proof of Funds 281
JAMABA Properties, LLC Proof of Funds and Affidavit 282
New Level Collective Articles of Association 284
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07
08
09
10
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Bureau of Cannabis Control
833)768-5880
Adult-Use and Medicinal - Distributor Temporary License
LICENSE NO:
C11-18-0000631-TEMP
LEGAL BUSINESS NAME:
Coastal Distribution, LLC
PREMISE:
819 REDDICK ST, UNIT B
SANTA BARBARA, CA 93103-3124
VALID:
12/20/2018
EXPIRES:
4/19/2019
Non-Transferable Prominently display this license
as required by Title 16 CCR 5039
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113
Bureau of Cannabis Control
833)768-5880
Adult-Use and Medicinal - Retailer Temporary License
LICENSE NO:
C10-18-0000148-TEMP
LEGAL BUSINESS NAME:
Coastal Dispensary LLC
PREMISE:
1019 CHAPALA ST
SANTA BARBARA, CA 93101-3218
VALID:
12/12/2018
EXPIRES:
4/11/2019
Non-Transferable Prominently display this license
as required by Title 16 CCR 5039
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Bureau of Cannabis Control
833) 768-5880
Adult-Use and Medicinal - Retailer Nonstorefront Temporary
License
LICENSE NO:
C9-18-0000119-TEMP
LEGAL BUSINESS NAME:
COASTAL DELIVERY LLC
PREMISE:
819 REDDICK ST, SUITE C
SANTA BARBARA, CA 93103-3124
VALID:
12/12/2018
EXPIRES:
4/11/2019
Non-Transferable Prominently display this license
as required by Title 16 CCR 5039
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1707 Cole Blvd., Suite 300
Lakewood, CO 80401
May 14, 2018
RJJ UINTAH LLC
NATIVE ROOTS UINTAH
License Type:Center - Type 1
License #: 402-01083
Expiration date of license: 07/03/2017
1705 West Uintah Street
Colorado Springs, CO 80904
To whom it may concern:
The purpose of this correspondence is to inform you that should the renewal license investigation
for RJJ UINTAH LLC continue past the date of expiration for the current license, the license will
be administratively continued by the State Licensing Authority pursuant to 12-43.3-311(1) until
the completion of the renewal license investigation. At the completion of the renewal licens e
investigation, the Marijuana Enforcement Division will notify you of the outcome of the
investigation.
Sincerely,
James Burack
Division Director
DR 9012 (10/26/04)
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Steven W. Schierholt, Esq. John R. Kasich
Executive Director Governor
77 South High Street, 17th Floor, Columbus, Ohio 43215
T: (614) 466.4143 | F: (614) 752.4836 | contact@pharmacy.ohio.gov | www.pharmacy.ohio.gov
June 7, 2018
TODD YAROSS
CANNAMED THERAPEUTICS LLC
100 S. FOURTH STREET, SUITE 100
COLUMBUS, OH 43215
RE: CANNAMED THERAPEUTICS LLC, Application ID 736
SOUTHWEST-8
0 RAYDO CIRCLE
SPRINGFIELD, OH
NOTICE OF AWARD OF PROVISIONAL DISPENSARY LICENSE
Dear TODD YAROSS,
The State of Ohio Board of Pharmacy (Board) is pleased to announce that CANNAMED THERAPEUTICS LLC,
Application ID 736 with a proposed facility located at 0 RAYDO CIRCLE, SPRINGFIELD, OH in District SOUTHWEST-
8 was awarded a Provisional Medical Marijuana Dispensary License.
The Board is dedicated to collaborating with provisional licensees as they work toward obtaining a certificate of
operation. To that end, please be mindful of the following:
1. Pursuant to Rule 3796:6-2-02(A) of the Administrative Code, “[o]nly a dispensary that has obtained a
certificate of operation from the state board of pharmacy may sell or dispense medical marijuana to
qualifying patients and designated caregivers who are registered with the board.” A provisional
license serves as authorization from the Board for CANNAMED THERAPEUTICS LLC, Application ID 736
to begin the construction or modification of your facility and to secure any other applicable permits
you may need from your local jurisdiction in order to receive a certificate of operation.
2. Pursuant to O.A.C. 3796:2-1-06(B), as of the date reflected in this letter, you have six (6) months to
obtain a certificate of operation which requires at a minimum, but is not limited to, a demonstration
that:
a. All of the specifications listed in your application have been met;
b. All requirements imposed under O.R.C./O.A.C. 3796 have been met;
c. All applicable inspections under O.A.C. 3796:6-2-06 have been conducted and passed; and
d. A Certificate of Occupancy issued by the building department having jurisdiction has been
obtained.
3. Pursuant to division (A) of Section 4729.36 of the Revised Code: no place except a pharmacy licensed
as a terminal distributor of dangerous drugs and no person except a licensed pharmacist shall display
any sign or advertise in any fashion, using the words "pharmacy," "drugs," "drug store," "drug store
supplies," "pharmacist," "druggist," "pharmaceutical chemist," "apothecary," "drug sundries,"
medicine," or any of these words or their equivalent, in any manner. Any violation of this provision
257
is a misdemeanor of the third degree. Each day’s violation constitutes a separate offense. If your
current company name, or DBA, or proposed business name uses any of these words, they must be
removed to be in compliance with this code section and in order to receive a certificate of operation.
4.As Board staff receive additional information related to your provisional license employees, pursuant
to Ohio Adm. Code 3796:6-2-03, the Board may, in its discretion, require – in addition to an owner –
person(s) with substantial control over a prospective or licensed dispensary to comply with any of the
provisions of Division 3796:6 of the OAC. This may include background checks and proof of compliance
with tax laws, among other items. All requested information must be received promptly by the Board
so as to enable you to meet the six-month timeframe. Should any outstanding matters become known
to the Board, such as tax liens or traffic or other minor infractions that have not yet been addressed,
the affected person will be required to immediately remedy all outstanding issues for a certificate of
operation to be awarded.
5. All provisional medical marijuana dispensary license awardees should be prepared to attend a
MMCP Dispensary Provisional Licensee Informational Session. Additional information for Provisional
Licensees will be provided to the email address of the primary contact.
The Board will continue to provide additional information in the upcoming weeks regarding the next steps towards
operating as a dispensary in the State of Ohio. If you have questions or need to contact the Board, please call
614)466-4143 and ask to speak with a member of the Medical Marijuana Control Program. We look forward to
working with you.
BY ORDER OF THE STATE BOARD OF PHARMACY
Steven W. Schierholt, Esq., Executive Director
SWS/jak/ts
CMRRR: 70171070000049915018
Encl.: Applicant Scorecard, Attachment 1
Overall Scorecard, Attachment 2
258
Steven W. Schierholt, Esq. John R. Kasich
Executive Director Governor
77 South High Street, 17th Floor, Columbus, Ohio 43215
T: (614) 466.4143 | F: (614) 752.4836 | contact@pharmacy.ohio.gov | www.pharmacy.ohio.gov
June 7, 2018
TODD YAROSS
CANNAMED THERAPEUTICS LLC
100 S. FOURTH STREET, SUITE 100
COLUMBUS, OH 43215
RE: CANNAMED THERAPEUTICS LLC, Application ID 742
NORTHEAST-2
10500 ANTENUCCI BOULEVARD, SUITE 200
GARFIELD HEIGHTS, OH
NOTICE OF AWARD OF PROVISIONAL DISPENSARY LICENSE
Dear TODD YAROSS,
The State of Ohio Board of Pharmacy (Board) is pleased to announce that CANNAMED THERAPEUTICS LLC,
Application ID 742 with a proposed facility located at 10500 ANTENUCCI BOULEVARD, SUITE 200, GARFIELD
HEIGHTS, OH in District NORTHEAST-2 was awarded a Provisional Medical Marijuana Dispensary License.
The Board is dedicated to collaborating with provisional licensees as they work toward obtaining a certificate of
operation. To that end, please be mindful of the following:
1. Pursuant to Rule 3796:6-2-02(A) of the Administrative Code, “[o]nly a dispensary that has obtained a
certificate of operation from the state board of pharmacy may sell or dispense medical marijuana to
qualifying patients and designated caregivers who are registered with the board.” A provisional
license serves as authorization from the Board for CANNAMED THERAPEUTICS LLC, Application ID 742
to begin the construction or modification of your facility and to secure any other applicable permits
you may need from your local jurisdiction in order to receive a certificate of operation.
2. Pursuant to O.A.C. 3796:2-1-06(B), as of the date reflected in this letter, you have six (6) months to
obtain a certificate of operation which requires at a minimum, but is not limited to, a demonstration
that:
a. All of the specifications listed in your application have been met;
b. All requirements imposed under O.R.C./O.A.C. 3796 have been met;
c. All applicable inspections under O.A.C. 3796:6-2-06 have been conducted and passed; and
d. A Certificate of Occupancy issued by the building department having jurisdiction has been
obtained.
3. Pursuant to division (A) of Section 4729.36 of the Revised Code: no place except a pharmacy licensed
as a terminal distributor of dangerous drugs and no person except a licensed pharmacist shall display
any sign or advertise in any fashion, using the words "pharmacy," "drugs," "drug store," "drug store
supplies," "pharmacist," "druggist," "pharmaceutical chemist," "apothecary," "drug sundries,"
medicine," or any of these words or their equivalent, in any manner. Any violation of this provision
259
is a misdemeanor of the third degree. Each day’s violation constitutes a separate offense. If your
current company name, or DBA, or proposed business name uses any of these words, they must be
removed to be in compliance with this code section and in order to receive a certificate of operation.
4. As Board staff receive additional information related to your provisional license employees, pursuant
to Ohio Adm. Code 3796:6-2-03, the Board may, in its discretion, require – in addition to an owner –
person(s) with substantial control over a prospective or licensed dispensary to comply with any of the
provisions of Division 3796:6 of the OAC. This may include background checks and proof of compliance
with tax laws, among other items. All requested information must be received promptly by the Board
so as to enable you to meet the six-month timeframe. Should any outstanding matters become known
to the Board, such as tax liens or traffic or other minor infractions that have not yet been addressed,
the affected person will be required to immediately remedy all outstanding issues for a certificate of
operation to be awarded.
5. All provisional medical marijuana dispensary license awardees should be prepared to attend a
MMCP Dispensary Provisional Licensee Informational Session. Additional information for Provisional
Licensees will be provided to the email address of the primary contact.
The Board will continue to provide additional information in the upcoming weeks regarding the next steps towards
operating as a dispensary in the State of Ohio. If you have questions or need to contact the Board, please call
614)466-4143 and ask to speak with a member of the Medical Marijuana Control Program. We look forward to
working with you.
BY ORDER OF THE STATE BOARD OF PHARMACY
Steven W. Schierholt, Esq., Executive Director
SWS/jak/ts
CMRRR: 70171070000049915025
Encl.: Applicant Scorecard, Attachment 1
Overall Scorecard, Attachment 2
260
Steven W. Schierholt, Esq. John R. Kasich
Executive Director Governor
77 South High Street, 17th Floor, Columbus, Ohio 43215
T: (614) 466.4143 | F: (614) 752.4836 | contact@pharmacy.ohio.gov | www.pharmacy.ohio.gov
June 7, 2018
TODD YAROSS
CANNAMED THERAPEUTICS LLC
100 S. FOURTH STREET, SUITE 100
COLUMBUS, OH 43215
RE: CANNAMED THERAPEUTICS LLC, Application ID 740
NORTHWEST-7
1800 EAST STATE STREET
FREMONT, OH
NOTICE OF AWARD OF PROVISIONAL DISPENSARY LICENSE
Dear TODD YAROSS,
The State of Ohio Board of Pharmacy (Board) is pleased to announce that CANNAMED THERAPEUTICS LLC,
Application ID 740 with a proposed facility located at 1800 EAST STATE STREET, FREMONT, OH in District
NORTHWEST-7 was awarded a Provisional Medical Marijuana Dispensary License.
The Board is dedicated to collaborating with provisional licensees as they work toward obtaining a certificate of
operation. To that end, please be mindful of the following:
1. Pursuant to Rule 3796:6-2-02(A) of the Administrative Code, “[o]nly a dispensary that has obtained a
certificate of operation from the state board of pharmacy may sell or dispense medical marijuana to
qualifying patients and designated caregivers who are registered with the board.” A provisional
license serves as authorization from the Board for CANNAMED THERAPEUTICS LLC, Application ID 740
to begin the construction or modification of your facility and to secure any other applicable permits
you may need from your local jurisdiction in order to receive a certificate of operation.
2. Pursuant to O.A.C. 3796:2-1-06(B), as of the date reflected in this letter, you have six (6) months to
obtain a certificate of operation which requires at a minimum, but is not limited to, a demonstration
that:
a. All of the specifications listed in your application have been met;
b. All requirements imposed under O.R.C./O.A.C. 3796 have been met;
c. All applicable inspections under O.A.C. 3796:6-2-06 have been conducted and passed; and
d. A Certificate of Occupancy issued by the building department having jurisdiction has been
obtained.
3. Pursuant to division (A) of Section 4729.36 of the Revised Code: no place except a pharmacy licensed
as a terminal distributor of dangerous drugs and no person except a licensed pharmacist shall display
any sign or advertise in any fashion, using the words "pharmacy," "drugs," "drug store," "drug store
supplies," "pharmacist," "druggist," "pharmaceutical chemist," "apothecary," "drug sundries,"
medicine," or any of these words or their equivalent, in any manner. Any violation of this provision
261
is a misdemeanor of the third degree. Each day’s violation constitutes a separate offense. If your
current company name, or DBA, or proposed business name uses any of these words, they must be
removed to be in compliance with this code section and in order to receive a certificate of operation.
4. As Board staff receive additional information related to your provisional license employees, pursuant
to Ohio Adm. Code 3796:6-2-03, the Board may, in its discretion, require – in addition to an owner –
person(s) with substantial control over a prospective or licensed dispensary to comply with any of the
provisions of Division 3796:6 of the OAC. This may include background checks and proof of compliance
with tax laws, among other items. All requested information must be received promptly by the Board
so as to enable you to meet the six-month timeframe. Should any outstanding matters become known
to the Board, such as tax liens or traffic or other minor infractions that have not yet been addressed,
the affected person will be required to immediately remedy all outstanding issues for a certificate of
operation to be awarded.
5. All provisional medical marijuana dispensary license awardees should be prepared to attend a
MMCP Dispensary Provisional Licensee Informational Session. Additional information for Provisional
Licensees will be provided to the email address of the primary contact.
The Board will continue to provide additional information in the upcoming weeks regarding the next steps towards
operating as a dispensary in the State of Ohio. If you have questions or need to contact the Board, please call
614)466-4143 and ask to speak with a member of the Medical Marijuana Control Program. We look forward to
working with you.
BY ORDER OF THE STATE BOARD OF PHARMACY
Steven W. Schierholt, Esq., Executive Director
SWS/jak/ts
CMRRR: 70163010000084175456
Encl.: Applicant Scorecard, Attachment 1
Overall Scorecard, Attachment 2
262
Steven W. Schierholt, Esq. John R. Kasich
Executive Director Governor
77 South High Street, 17th Floor, Columbus, Ohio 43215
T: (614) 466.4143 | F: (614) 752.4836 | contact@pharmacy.ohio.gov | www.pharmacy.ohio.gov
June 7, 2018
TODD YAROSS
CANNAMED THERAPEUTICS LLC
100 S. FOURTH STREET, SUITE 100
COLUMBUS, OH 43215
RE: CANNAMED THERAPEUTICS LLC, Application ID 345
SOUTHEAST-3
656 GRANDVIEW AVE
COLUMBUS, OH
NOTICE OF AWARD OF PROVISIONAL DISPENSARY LICENSE
Dear TODD YAROSS,
The State of Ohio Board of Pharmacy (Board) is pleased to announce that CANNAMED THERAPEUTICS LLC,
Application ID 345 with a proposed facility located at 656 GRANDVIEW AVE, COLUMBUS, OH in District
SOUTHEAST-3 was awarded a Provisional Medical Marijuana Dispensary License.
The Board is dedicated to collaborating with provisional licensees as they work toward obtaining a certificate of
operation. To that end, please be mindful of the following:
1. Pursuant to Rule 3796:6-2-02(A) of the Administrative Code, “[o]nly a dispensary that has obtained a
certificate of operation from the state board of pharmacy may sell or dispense medical marijuana to
qualifying patients and designated caregivers who are registered with the board.” A provisional
license serves as authorization from the Board for CANNAMED THERAPEUTICS LLC, Application ID 345
to begin the construction or modification of your facility and to secure any other applicable permits
you may need from your local jurisdiction in order to receive a certificate of operation.
2. Pursuant to O.A.C. 3796:2-1-06(B), as of the date reflected in this letter, you have six (6) months to
obtain a certificate of operation which requires at a minimum, but is not limited to, a demonstration
that:
a. All of the specifications listed in your application have been met;
b. All requirements imposed under O.R.C./O.A.C. 3796 have been met;
c. All applicable inspections under O.A.C. 3796:6-2-06 have been conducted and passed; and
d. A Certificate of Occupancy issued by the building department having jurisdiction has been
obtained.
3. Pursuant to division (A) of Section 4729.36 of the Revised Code: no place except a pharmacy licensed
as a terminal distributor of dangerous drugs and no person except a licensed pharmacist shall display
any sign or advertise in any fashion, using the words "pharmacy," "drugs," "drug store," "drug store
supplies," "pharmacist," "druggist," "pharmaceutical chemist," "apothecary," "drug sundries,"
medicine," or any of these words or their equivalent, in any manner. Any violation of this provision
263
is a misdemeanor of the third degree. Each day’s violation constitutes a separate offense. If your
current company name, or DBA, or proposed business name uses any of these words, they must be
removed to be in compliance with this code section and in order to receive a certificate of operation.
4.As Board staff receive additional information related to your provisional license employees, pursuant
to Ohio Adm. Code 3796:6-2-03, the Board may, in its discretion, require – in addition to an owner –
person(s) with substantial control over a prospective or licensed dispensary to comply with any of the
provisions of Division 3796:6 of the OAC. This may include background checks and proof of compliance
with tax laws, among other items. All requested information must be received promptly by the Board
so as to enable you to meet the six-month timeframe. Should any outstanding matters become known
to the Board, such as tax liens or traffic or other minor infractions that have not yet been addressed,
the affected person will be required to immediately remedy all outstanding issues for a certificate of
operation to be awarded.
5. All provisional medical marijuana dispensary license awardees should be prepared to attend a
MMCP Dispensary Provisional Licensee Informational Session. Additional information for Provisional
Licensees will be provided to the email address of the primary contact.
The Board will continue to provide additional information in the upcoming weeks regarding the next steps towards
operating as a dispensary in the State of Ohio. If you have questions or need to contact the Board, please call
614)466-4143 and ask to speak with a member of the Medical Marijuana Control Program. We look forward to
working with you.
BY ORDER OF THE STATE BOARD OF PHARMACY
Steven W. Schierholt, Esq., Executive Director
SWS/jak/ts
CMRRR: 70171070000049915001
Encl.: Applicant Scorecard, Attachment 1
Overall Scorecard, Attachment 2
264
265
6:04 PM
01/28/19
Coastal Holdings, LLC
Statement of Cash Flows
Preliminary Unaudited)
January through December 2018
Jan - Dec 18
OPERATING ACTIVITIES
Net Income -
Page 1 of 1
266
6:01 PM
01/28/19
Accrual Basis
Coastal Holdings, LLC
Balance Sheet
Preliminary Unaudited)
As of January 28, 2019
Dec 31, 18
ASSETS
Current Assets
Checking/Savings
BofA Checking 0872
JULIAN MICHALOWSKI
Page 1 of 2
267
6:01 PM
01/28/19
Accrual Basis
Coastal Holdings, LLC
Balance Sheet
Preliminary Unaudited)
As of January 28, 2019
Dec 31, 18
Michalowski - Contributions
Page 2 of 2
268
5:57 PM
01/28/19
Accrual Basis
Coastal Holdings, LLC
Profit & Loss
Preliminary Unaudited)
January through December 2018
Jan - Dec 18
Ordinary Income/Expense
Income
Rental Income
Page 1 of 2
269
5:57 PM
01/28/19
Accrual Basis
Coastal Holdings, LLC
Profit & Loss
Preliminary Unaudited)
January through December 2018
Jan - Dec 18
Success Fees
Page 2 of 2
270
71
272
73
74
75
CLIENT COPY1040 Department of the Treasury—Internal Revenue Service (
99)U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only—Do not write or staple in this
space.For the year Jan. 1–Dec. 31, 2017, or other tax year beginning , ending See separate
instructions.Your first name M.I. Last name
691 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.Form 1040 (
2017)HTA
CLIENT COPYForm 1040 (2017)MALANTE 8562 Page
no.Form 1040 (2017)
1/28/2019
John A. Neu Insurance Services Inc.
DBA Arroyo Insurance Services Inc.
4040 Palos Verdes Drive North Suite 107
Rolling Hills Estates CA 90274-
310)515-0382
James River Insurance Company
Coastal Holding Company LLC
819 Reddick St
Santa Barbara CA 93101-
Twyla Sauro, CRIS, CLCS
twyla@neu4ins.com
1
310)802-6565
X
X
X Deductible $5,000/Oc
X
X2349175A 01/28/2019 01/28/2020 1,000,000
50,000
EXCLUDED
1,000,000
2,000,000
2,000,000
NAMED INSUREDS INCLUDED: Coastal Holding Company LLC; Coastal Distribution LLC; Coastal Manufacturing LLC; Coastal Dispensary LLC; Coastal
Delivery Service LLC; Jamaba Properties LLC; 1019 Chapala Street LLC; 819 Reddick Street LLC; Coastal Retail SLO, LLC; Coastal Delivery SLO, LLC;
Coastal Dispensary Chula Vista, LLC
LOCATIONS INSURED: 819 Reddick St., Santa Barbara, CA 93103 & 1019 Chapala, Santa Barbara, CA 93101
AI 001580
Evidence of Insurance
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
INSR ADDL SUBR
LTR INSD WVD
DATE (MM/DD/YYYY)
PRODUCER CONTACT
NAME:
FAXPHONE
A/C, No):(A/C, No, Ext):
E-MAIL
ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER
POLICY EFF POLICYEXPTYPEOFINSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TORENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)
MED EXP (Any one person)$
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $
PRO-
POLICY LOC PRODUCTS - COMP/OP AGG $JECT
OTHER:$
COMBINED SINGLE LIMIT $(
Ea accident)
ANY AUTO BODILY INJURY (Per person)$
OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS
HIRED NON-OWNED PROPERTY DAMAGE $
AUTOS ONLY AUTOS ONLY (Per accident)
OCCUR EACH OCCURRENCE $
CLAIMS-MADE AGGREGATE $
DED RETENTION $
PER OTH-
STATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below
INSURER(S) AFFORDING COVERAGE NAIC #
COMMERCIAL GENERAL LIABILITY
Y / N
N / A
Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER:REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks ofACORDACORD25 (2016/03)
CERTIFICATE OF LIABILITY INSURANCE
278
INSR ADDLSUBR
LTR INSR WVD
DATE (MM/DD/YYYY)
PRODUCER CONTACT
NAME:
FAXPHONE
A/C, No):(A/C, No, Ext):
E-MAIL
ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER
POLICY EFF POLICYEXPTYPEOFINSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)
COMMERCIAL GENERAL LIABILITY
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
INSURER(S) AFFORDING COVERAGE NAIC #
Y / N
N / A
Mandatory in NH)
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
EACH OCCURRENCE $
DAMAGE TO RENTED $
PREMISES (Ea occurrence)CLAIMS-MADE OCCUR
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGG $
PRO-
OTHER:
LOCJECT
COMBINED SINGLE LIMIT
Ea accident)
BODILY INJURY (Per person) $ANY AUTO
ALL OWNED SCHEDULED BODILY INJURY (Per accident) $
AUTOS AUTOS
HIRED AUTOS
NON-OWNED PROPERTY DAMAGE $
AUTOS (Per accident)
OCCUR EACH OCCURRENCE $
CLAIMS-MADE AGGREGATE $
DED RETENTION $$
PER OTH-
STATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Community Benefits Plan
Coastal is a business that has and will continue to invest in the communities in which we operate.
We are truly committed to being more than a company, but rather a partner to the community.
Though all other portions of our application are suffused with our commitment to partnership,
our Community Benefits Plan fully articulates and displays our dedication to the importance of
providing positive benefits for the community in which we serve.
Coastal has always taken two tracks in offering benefits to the community, and resultantly, our
Plan has been bifurcated to reflect them:
Part A: Community Engagement
Part B: Equity and Labor
Splitting the benefits along these lines better allows us to accurately and concisely describe the
avenues for which we will provide positive benefits to the San Luis Obispo community.
Part A: Community Engagement - Community Benefits Plan
Coastal is committed to being an engaged member of the San Luis Obispo community.
Community engagement is core to Coastal’s values. It is what makes our brand resonate with our
customers and ensures that we are providing the best experience and product to the community
in which we call home. Our Community Benefit Plan is comprised of three primary goals:
ensuring optimal hiring practices that benefit the residents of San Luis Obispo, establishing
community-focused policies, and promoting non-profit organizations through Coastal’s and our
employees’ work.
Coastal has established numerous avenues to receive feedback, provide benefits and establish
long term partnerships in the effort of bettering the San Luis Obispo community. Our community
engagement plan is multifaceted, acknowledging that San Luis Obispo is home to a variety of
diverse interests, needs, and opportunities for growth. The following describes our collaborative
plan for ensuring that Coastal is a committed and active participant in San Luis Obispo’s
community.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
1
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Coastal Advisory Council
Coastal has created an Advisory Council comprised of established members of the San Luis
Obispo community. The Advisory Council will provide insight and feedback to Coastal on how
best to advance and adhere to issues impacting the local community.
The Advisory Council will meet bi-annually for a two-hour meeting to discuss relevant topics.
Members will have direct and frequent communication with our Director of Public Affairs,
Devon Wardlow. The advisory members represent only themselves as individuals, not their
employer or organization. Coastal is committed to being an active and receptive participant in
the local communities in which we serve. The Advisory Council will help ensure Coastal has an
accurate pulse on needs of the community.
Advisory Council Members
Garret Olson
A second-generation Firefighter and retired Fire Chief, Garret Olson's
fire service career began in 1988 as a paid-call firefighter with the
Orange County (CA) Fire Department. Then in 1990, Olson was hired
as a 9-1-1 dispatcher for the Long Beach (CA) Fire Department. He
joined the Mesa Fire Department later that same year and held the
positions of firefighter, fire engineer, fire captain, battalion chief, and
deputy fire chief. In 2004, Olson was recruited to join the City of
Scottsdale in building its new municipal fire department. Olson served as Deputy Chief of
Training & Special Operations and the Deputy Chief of Field Operations before being promoted
to Fire Chief in 2011. During his tenure as Fire Chief, Olson was proud to lead efforts to initiate
changes in department staffing and deployment, strategic planning, organizational culture, and
the department’s community-focused mission.
In 2012, Chief Olson returned to his home state of California and moved to San Luis Obispo to
become the first ever Deputy Chief in the long-established San Luis Obispo City Fire
Department. For the previous 138 years, San Luis Obispo City Fire did not have a
second-in-command to the Fire Chief. Bringing this new position to life in a department steeped
with tradition was an exciting opportunity. In 2013, Olson was then selected to lead the San Luis
Obispo City Fire Department as its Fire Chief.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Mary Ciesinki
Mary is the Executive Director of ECOSLO. Mary Alina Ciesinski grew
up in San Jose, CA and holds a degree in Business Management and
Marketing degree. She started her career at small tech companies in San
Luis Obispo then transitioned to the non-profit sector when she moved
back to the Bay Area.
Since 2015, Mary has served as the Executive Director for ECOSLO, the
Environmental Center of San Luis Obispo which is also the year she moved back to this beautiful
area she now calls home. At the core of her career, Mary has worked to fine-tune organizational
operations, facilitate community engagement, and dabble in marketing efforts. Mary lives in San
Luis Obispo with her husband Dale Stoker. Together they enjoy cooking, camping, and their new
home. Mary also enjoys spending time outdoors, in her garden, on a nearby hiking or coastal
trail, and days spent at the beach.
Darren Smith
Darren Smith is the CEO of Compass Health, Inc. From independent
and assisted living to skilled nursing and rehabilitation services,
Compass Health provides programs that help their residents and
neighbors live the highest quality of life possible. Darren is also the
Director of The Education Foundation and a board member of The
Education Foundation. He serves on the Economic Vitality Corporation
Board of Directors.
Amy Kardel
Amy Kardel is the President of Clever Ducks, a local IT firm that
provides business solutions 24/7. Amy is well-versed in the founder and
tech entrepreneur mindset after starting her first business in a UC
Berkeley dorm room. A fourth-generation California native, she loves
that her hometown is San Luis Obispo. Amy has served as Chairwoman
of the Board for CompTIA since 2016, the trade association for the
global IT industry, advancing issues of workforce, cybersecurity, and
government policy to support the technology ecosystem.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
3
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
In addition to Amy’s experience in business, she has a strong commitment to service, helping to
grow those around her, and encouraging them to reach their potential. She brings these talents to
bear nationally as a facilitator for the CEO peer groups in the IT solution provider space, and as
an advisory board member for Tampa-based software as a service company ConnectWise. She is
a Leadership Fellow with the National Association of Corporate Directors, a certification for
board members of publicly traded companies. She also leads her family’s commercial real estate
investment office.
Amy volunteers her time close to home in San Luis Obispo, which was recently named the
happiest city in America, for community advocacy with a focus on economic and youth
development. She is a founding member of the Central California Angel Investment Conference.
She is a leader in her local business community, serving on with the Computer Science Industry
Advisory Board at Cal Poly San Luis Obispo, Rotary and the San Luis Obispo Chamber of
Commerce. In addition, she is a graduate of Leadership San Luis Obispo and member of the
2018 Class of Leadership California.
Brian Ball
Brian is the President of Ernie Ball Music Man, the world’s premier
manufacturer of strings, guitars, and amplifiers and a third-generation
family business whose primary focus is making tools for musicians.
Brian’s grandfather Ernie Ball started the company in 1962 when he
created Slinky electric guitar strings.
Today, Slinkys are the world’s number one selling electric string line,
and are played by the likes of Eric Clapton, Paul McCartney, Buddy
Guy, Jimmy Page, Pete Townsend, Angus Young, Joe Perry, Slash,
Billie Joe Armstrong, Metallica, John Petrucci, Steve Vai, John Mayer, and Avenged Sevenfold.
Since 1974, Brian’s family business has its Ernie Ball Music Man guitars and basses alongside
their stings, right here in California.
Jeff Buckingham
Jeff was most recently awarded the Citizen of the Year Award.
Jeff moved to California to attend Cal Poly in 1979 and
graduated in 1981 with a degree in Dairy Science. Jeff started his
career at Contractor’s Glass and then in 1983 joined the startup
team at Call America where he eventually became President.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
4
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Jeff co-founded Call America in 2001 and then Blue Rooster Telecom in 2009. Blue Rooster
merged with Norcast Telecom Networks in 2014 to become one of the county’s largest local
telecom companies; in 2017, the company grew even bigger merging with Digital West to
provide a fiber optic network as well as telephone and cloud services to business customers.
Jeff lives his commitment to the community and the industry through involvement with The
Rotary Club of San Luis Obispo de Tolosa, The Community Foundation Board, The Farm
Supply Company Board, The Farm Bureau Board, The Softec Board, and The Caltel Board.
Coastal Community Events
On a monthly basis, Coastal will host educational events on a preselected time and day to
promote cannabis education and awareness, especially among communities who are not fully
knowledgeable regarding its uses, economic potential, and especially its therapeutic qualities.
These events will be organized by our Community Relations Manager. Members of the
community are welcome to submit topics of interest to the Community Relations Manager in
advance and we will use our extensive network and resources to provide high-level speakers to
address the issues of the community. All events will be open to the public for adults 21 and over.
Awareness Event - Cannabis Health
Coastal will host experts in the cannabis field to educate the public on the various strains of
cannabis, the therapeutic benefits and the numerous manners of ingestion. We will host guest
speakers ranging from our own esteemed scientists from our laboratory to discuss Coastal
specific products to professors studying the long term benefits of cannabis.
Coastal will be partnering with C.A.R.E (Cannabis Awareness Research Economics) to help
educate consumers on the impacts of cannabis. C.A.R.E has had nationwide recognition with
featured publications in the Los Angeles Times, Rolling Stones and Entrepreneur Magazine. By
partnering with C.A.R.E we will be bringing known experts to the San Luis Obispo community.
Our cannabis education programming will focus on:
The rapidly expanding science of cannabis
The need for quantitative studies demonstrating medical outcomes
The lack of training for doctors and healthcare professionals in cannabis
The potential misuse of certain forms of cannabis for recreational purposes
The benefits and proper use of cannabis
The ability of research institutions to access consistent, pharmacological grade cannabis
products for testing
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
5
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Awareness Event - Prop 64 Petition
With the passage of Prop 64, recreational cannabis is legal for adult-use in the state of California.
This is a great step forward for society, and as we move forward we must remember to help
those that have fallen behind. Proposition 64 allows for individuals who previously faced
criminal charges for cannabis-related infractions to petition to have their records expunged.
Coastal will work with a local San Luis Obispo law firm, Fisher Law Office, to advise our
customers about best practices for expunging a record under Prop 64 petition.
Awareness Event - Elevate the Community
Coastal will be hosting farmers’ market-inspired pop-up events which will feature local vendors
from all walks of life including, creative artists, local restaurants and stores and community
charities that will educate and entertain the community about their products and services. We
will reach out to our nine selected charities to participate in collaborating with Coastal to
generate buzz and conversation around the services they provide to the SLO community.
Awareness Event - Seniors & Cannabis
Senior citizens are a growing market in cannabis and a segment of the population that is often
overlooked, despite the fact that they are one of the groups that stand to benefit the most from
legalization and informed use. The expanding legalization of cannabis has led to a rapid increase
in the availability of a wide range of cannabis products, the many benefits of which, are
unfamiliar to older consumers.
Coastal intends to host awareness events in conjunction with medical professionals to inform
seniors about not only the medicinal benefits of different cannabinoids, but also the wide range
of products and various methods of consumption currently available. The format for these events
will be uniquely tailored to this population in an effort to create an environment that is
comfortable and facilitates a discussion where all questions are welcome.
Supporting Our Veterans
Coastal is an avid supporter of our nation’s veteran community. The men and women that have
served and are in active duty are a critical component to the fabric of our society. Coastal
believes that it is our duty to ensure that all veterans have affordable access to the benefits that
cannabis can offer this important constituency that has risked their lives for the betterment of
ours.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
6
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Coastal will offer a discount of 20% off our wide range of cannabis products to all veteran and
active-duty service men and women. We will also hold educational workshops to specifically
address the benefits of cannabis for ailments, such as PTSD, from which our veteran community
suffers.
Protecting Our Youth
Coastal is committed to promoting responsible cannabis use to adults 21 years of age and older.
With this commitment, comes responsibility. As Coastal provides safe, legally compliant
cannabis to adults, we share concerns that accompany any use of mind-altering substances
getting into the hands of our youth. Therefore, we believe it is our collective obligation to ensure
that our youth is educated, protected, and provided support when it comes to the dangers of
addiction.
Coastal commits to providing $10,000 annually in funding to the San Luis Coastal Unified
School District to fund an addiction awareness curriculum. Coastal challenges all other cannabis
permit recipients in the city to the same, collectively raising upwards of $30,000 annually for
youth education.
We understand the sensitivities that the school district must take into account when creating a
program of this nature and therefore are deferential to the school board and industry experts on
how best to appropriate such funding. Coastal is aware of the complex nature of the public
education system and hopes that our proposal can be a positive first step on behalf of this
emerging industry. We will continue to engage the school district and seek counsel from industry
and public leaders on how best to thoughtfully fulfill our goal of contributing to the education
and protection of San Luis Obispo’s youth.
Annual Report: Transparency & Feedback
Coastal is committed to being a transparent partner to the city, local businesses and the general
public about the benefits that the cannabis industry provides to the community. We want to share
our experiences and lessons learned with the community and elected officials in order to
facilitate a more educated public about the cannabis industry as well as help address any
questions.
Coastal will provide an annual public report demonstrating topline findings regarding the sale of
cannabis in the San Luis Obispo community. This information is intended to educate the public
and policymakers on the economic and societal impacts that this evolving industry has on the
community. Coastal is open to feedback and questions that the public would like to see
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
7
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
addressed in the annual report. The public will be able to submit questions to the Community
Relations Manager.
Charitable Donations and Community Service
Giving back to the public in a thoughtful and consistent manner is a crucial component of
Coastal’s responsibility in being an engaged member of San Luis Obispo’s community. Coastal
will donate 2% of net profits to local nonprofits and charities on an annual basis to ensure we are
giving back to in an impactful way.
Coastal has developed an employee community service program, Coastal Cares, through which
Coastal will donate upwards of $2,000 per month for community support and over 50 hours of
community service per month.
As a jumping off point, Coastal has recently donated over $8,000 to a select group of local
charities (listed below) that provide important benefits to the San Luis Obispo community. The
organizations were carefully selected to represent where Coastal feels we can make the most
impact.
Coastal Cares – Employee Community Service Program
As part of employment at Coastal, all employees in our “Coastal Cares” employee community
service program. Coastal has committed each employee to participate in 8 hours of community
service per quarter, averaging to over 50 hours per month of community service (when
accounting for a staff of roughly 20 employees), never less than 25 hours a month. Coastal will
compensate our employees the same as if they worked a normal day. Coastal has and will
continue to establish relationships with local charities to arrange for an ongoing schedule for
employees to donate their time at the charities of their choosing.
In order to make the process as seamless as possible, Coastal’s Community Relations Manager
will work with local charities to identify the best opportunities and provide updates at our
monthly Coastal Cares meeting. We believe that providing our employees with the opportunity
to give back to the community fosters a sense of loyalty and responsibility to the community in
which we live and serve.
Targeted Community Service – Creating Dependable Engagement
In addition to the broad community service engagement and financial support noted, Coastal has
created a specialized program for ongoing volunteer opportunities and monthly donations with
ECOSLO. Coastal has met with ECOSLO representatives and created an agreement for ongoing
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
8
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
monetary and volunteer contributions, pending successfully obtaining a cannabis retail business
permit in San Luis Obispo.
ECOSLO
Coastal has established an ongoing volunteer and donation
support program with ECOSLO, as the primary sponsor of
ECOSLO’s 2019 Beach Keeper’s Program. To show
evidence of our initial and continued support, we have
donated $1,500 to jumpstart this year’s program. As a
sponsor, we have committed to providing 8 of our staff
members as volunteers per month, equating to 24 hours of community service. Additionally, we
have committed to a donation of $1,000 per month to help facilitate all the necessary resources
and equipment required for the Beach Keeper’s monthly clean up program and data processing.
In 2018, ECOSLO’s Beach Keepers program had over 1,100 participants across 17 cleanups.
This equated to 1,300 volunteer hours and nearly 1,400 lbs. of trash picked up. This was
ECOSLO's first year of Beach Keeper's program and it was a great success. ECOSLO’s cleanups
are education-focused and community data-driven. From tracking the numbers of the trash
collected ECOSLO was able to understand and advocate for change concerning single-use items
at various cities throughout San Luis Obispo County. As a result, they successfully advocated in
2017 and 2018 for the City of San Luis Obispo to pass the “Straws Upon Request” initiative and
ban against single-use bottles and cups on city property and events. With the successful passing
of these ordinances, ECOSLO supported the City of San Luis Obispo and Downtown SLO in
rolling out these new ordinances that are helping the effort to reduce single-use trash.
ECOSLO’s 2019 Beach Keeper's program, stimulated by Coastal’s initial kick-off funding
donation, will include monthly beach cleanups, environmental education, and data tracking that
take place on the first Saturday of the month, starting in April and going through October.
ECOSLO will continue with cleanups at locations in SLO County deemed as the top 10 most
impacted sites by trash poundage. The locations include Morro Strand, Morro Rock, Pirate’s
Cove, and Estero Bluffs sites. Coastal is thrilled to partner with ECOSLO and looks forward to
working together to ensure a cleaner, safer environment for the San Luis Obispo community and
beyond.
Please see attached letter from ECOSLO’s Executive Director describing Coastal’s financial
contribution and ongoing volunteer engagement with ECOSLO’s Beach Keeper’s Program.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
9
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
ECOSLO´s mission is to educate, advocate and act to protect and enhance San Luis Obispo
County natural resources They promote resilient ecosystems and healthy lifestyles in San Luis
Obispo. They envision a conscious community that understands and values the essential
inter-dependencies of natural systems, human health, and the local community which actively
takes responsibility for a healthy environment on quality of all life in San Luis Obispo County.
Coastal Supports the Following Charities
CAPSLO
Community Action Partnership of San Luis Obispo
County addresses the causes of poverty,
empowering low-income people to achieve
self-sufficiency through community-based
collaborations and programs.
Coastal donated to the 40 Prado project specifically
and is in discussions with staff to develop an
ongoing employee volunteer program- similar to the partnership that we have with
ECOSLO.
Economic Vitality Corporation
The EVC mission is to stimulate the economic vitality of San
Luis Obispo County, generate jobs, increase investment in the
community and promote the start-up, growth, and attraction of
businesses.
Please see attachment for letter of support.
Stand Strong
Stand Strong aims to support survivors and end
domestic violence in San Luis Obispo County.
Stand Strong supports spouses and children that
are victims of or have witnessed domestic
abuse. Stand Strong envisions a society where
intimate partners and family members treat
each other with dignity, respect, and
compassion; where oppression is replaced with
equality; where the expression of conflict and
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
10
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
anger is non-violent; where children grow up with their esteem intact and are nurtured in
such a manner they recognize the value of speaking the truth, welcoming diversity and
practicing cooperation.
Please see attachment for letter of support.
Habitat for Humanity
Habitat for Humanity for San Luis Obispo County brings people
together to build homes, communities, and hope.
YMCA
YMCA’s mission is to develop the total person, spirit, mind, and
body through values-based programs that build strong kids, strong
families, and strong communities.
Please see attachment for letter of support.
Special Olympics Southern California San Luis Obispo County
The mission of Special Olympics Southern California San Luis
Obispo County is to provide year-round sports training and
athletic competition in a variety of Olympic-type sports for
children and adults with intellectual disabilities, giving them
continuing opportunities to develop physical fitness,
demonstrate courage, experience joy and participate in a
sharing of gifts, skills and friendship with their families, other
Special Olympics athletes and the community.
Please see attached acknowledgment letter.
Queer Slo
Queer Slo is a prominent advocate of the LGBTQ community in San
Luis Obispo County, providing support ensuring a healthy and
vibrant network of social gathering groups, events, business
resources, and educational services for its constituents.
Coastal has donated to the Gay and Lesbian Alliance of the Central
Coast Gala, supported by Queer SLO.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
11
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
History of Demonstrated Community Support
Eric and Rodessa Newton, owners of Coastal San Luis Obispo, are established and engaged
members of the San Luis Obispo charitable and business community. They have raised their
three children in San Luis Obispo and own four successful local businesses. Over the past 20
years, Eric and Rodessas’ family have been active members of the philanthropic community
volunteering many hours and providing charitable donations to San Luis Obispo’s non-profits.
The Newton family has contributed thousands of dollars and hundreds of hours to impactful
charities such as, Prado Day Center, The Performing Arts Center, Big Brothers Big Sisters, San
Luis Obispo Association of Realtors, Habitat for Humanity, Tip a Cop, Woods Humane Society,
Family Care Network, Stand Strong, Jack’s Helping Hand, Mission Thrift, San Luis Obispo
Civic Ballet, San Luis Obispo YMCA, United Way and the San Luis Obispo Fire Dept.
They have not only donated as individuals but have also encouraged their local businesses and
employees from, Libertine Brewing Company, Newton Construction, Pac West General and
Triad Real Estate, to participate in supporting local philanthropic ventures. They have hosted
fundraisers and collected food and clothing donations at their at their businesses to support the
Food Bank, Butte County Fire Relief efforts, partnered with ECOSLO on beach cleanups,
created a beer specifically for the conservation efforts of Sea Shepherd Conservation Society and
donated the majority of profits to them.
The Newton family has been engaged parents, donating towards the betterment of local San Luis
Obispo educational institutions such as; Bishop’s Peak Elementary, Branch Elementary School,
Los Ranchos Elementary School, Laguna Middle School, and Mission College Prep and San
Luis Obispo High School. They have also supported extracurricular activities such as the Arroyo
Grande Little League and Blues Baseball.
Rodessa, as a lifelong San Luis Obispo resident, has held many positions in the business
community. Her current roles include though are not limited to; Downtown SLO Board
President, Downtown SLO Co-Chair of Special Events Committee and Professional Standards
and Ethics Chair of the San Luis Obispo Association of Realtors. Rodessa was also appointed by
the Board of Directors of the San Luis Obispo Chamber of Commerce to serve on the Chamber
of Commerce Business Council.
Coastal has made it a mission to give back to the communities we serve by supporting local
nonprofit and charitable organizations in every city we operate:
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
12
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Santa Barbara
Unity Shoppe
Explore Ecology
Santa Barbara Police Foundation
Foodbank Of Santa Barbara
Cancer Foundation of Santa Barbara
Pierre Claeyssens Veterans
Foundation
Santa Barbara Wildlife Care
Network
Santa Barbara Festival Ballet
Latino Coalition for Community
Leadership
Santa Barbara Bicycle Coalition
La Casa De la Raza
Santa Barbara Beautiful
AmpSurf
Santa Barbara Zoo
Growing Solutions Restoration
Education Institute
New Directions
Calm4Kids
Girls, Inc
Santa Barbara Audubon Society
Santa Barbara Beekeeper
Association
Immigrant Hope Santa Barbara
Heal the Ocean
Community Environmental Council
Channel Islands Restoration
Santa Barbara Veterans Foundation
West Hollywood
Friends of the WeHo Library
L.A. Cleantech incubator
UCLA
UNICEF
Ishan Foundation
Ace of Hearts
LAPD Foundation
Red Cross
DTLA Homeless Shelter
AIDS Project Los Angeles
Last Chance for Animals
Elton John AIDS Foundation
Next Gen
L.A. LBGTQ Foundation
Assisted Living for the Aging
Planned Parenthood
Police Foundation
Christopher Street West
Chula Vista
Boys and Girls Club Chula Vista
The Chula Vista Charitable
Foundation
Community Through Hope
Environmental Health Coalition
San Ysidro Health Center
South Bay Community Services
South Bay YMCA
South County Economic
Development Council
South Bay Pioneers
Metropolitan Area Advisory
Committee on Anti-Poverty
UC San Diego’s Center for
Medicinal Cannabis Research
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
13
Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Community Benefit
Business Outreach and Co-Marketing Opportunities
As Coastal seeks to establish itself as a prominent influence in the San Luis Obispo business
community, we are excited to enter into co-marketing agreements with established local
businesses. We will offer joint discounts at local enterprises to facilitate stronger business
relationships throughout the community.
In order to ensure that Coastal’s vision is heard within the San Luis Obispo business community,
Coastal has joined the Economic Vitality Corporation and will join the SLO Chamber. We
believe it is important for the emerging cannabis industry to be an active and vocal participant in
all aspects of community outreach and advocacy. The local organized business associations
provide an excellent avenue to do just that.
Part B: Equity and Labor - Community Benefits Plan
Coastal is committed to employing a local, diverse, knowledgeable workforce. Coastal will hire
91% to 100% of our workforce local to San Luis Obispo County residents. We understand that
our employees, the communities within which we serve, and the products we provide are all
equally important ingredients to our success. In order to ensure that all aspects of our business
are thriving, Coastal will adhere to the below employment best practices.
Employment Best Practices
Coastal is committed to creating high-paying jobs, an inclusive workforce, and paths to greater
success for our employees and the community in which we serve.
Paying Competitive Wages:
Pay employees well above minimum wage with opportunities for promotion.
Providing Family-friendly Benefits:
Offer paid family and medical leave programs, health insurance, paid time off,
and other benefits.
Investing in Employee Growth and Development:
Help employees expand their leadership and responsibilities through widely
accessible education and training opportunities.
Cultivating Inclusion:
Foster a diverse workforce, acknowledge and embrace race, gender, age, sexual
orientation, gender identity, religious, ethnic and physical ability differences.
Governing Fairly and Transparently:
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Adopt policies that allow for employee input, prevent conflicts of interest, and
have clear ethical standards in place.
Engaging with Communities:
Foster direct involvement in community-related issues and programs that benefit
diverse stakeholders and improve the quality of life in communities
Driving Environmental Sustainability:
Demonstrate a comprehensive commitment to environmental sustainability in all
company operations.
Promoting Health and Safety:
Comply with and seek to exceed federal, state, and local health and safety
standards that are conducive to employee well being.
One of our key priorities is in keeping with the City’s Economic Development Strategic Plan
EDSP) that was adopted in October 2012 and Revised in March of 2015. We want to help create
Head of Household jobs, by which:
The position’s salary/wage would enable our employees to support dependents with a
moderate level of disposable income. As we progress to the future, the cost of living is
only getting higher. We at Coastal want to ensure that we’re ahead of the curve when it
comes to employee wages and compensations;
Employer-sponsored benefits would be offered to employees, such as healthcare;
A strong sense of stability would be offered to employees, by which we will offer stable
sources of income and provide permanent positions that can increase in salary in time;
A chance to climb up the career ladder would be made possible at Coastal as we expand
and become key operators in the legal cannabis space; and
A chance to develop one’s technical skills and educational level to improve their quality
of life. This is why we are partnering up with the Americans for Safe Access (ASA)
Patient-Focused Certification (PFC) Program to ensure that both our staff members are
knowledgable and that our customers and patients are adequately served.
Hiring Strategy
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Compensation Package
Coastal’s average pay rate for entry and mid-level positions will be at least 40% more than the
median local income for similar positions in other mainstream businesses. The cannabis industry
is becoming not only a resource for expanding City revenue but also for job growth and job
creation. Over 91% and up to 100% of our workforce at our facility will be local to San Luis
Obispo, including the contractors we hire for construction.
Hourly wages at Coastal start in excess of the minimum wage by more than $3/hr. Coastal’s
wages for entry-level positions will always exceed the minimum wage of San Luis Obispo by at
least $3.00 per hour. In keeping with the City’s plan of allowing for disposable income for our
employees, we will move to continue to ensure that we offer our employees well-beyond the
living wage to expand their opportunities and future.
A social equity-focused company understands that socioeconomic barriers to entry in the
workforce can be addressed by offering competitive entry-level compensation, sufficient health
and other employee benefits and generous paid leave programs. Coastal will abide by the
provisions of the San Luis Obispo Wage Ordinance and shall keep on file sufficient evidence of
its employee compensation. Coastal also will abide by the provisions of the San Luis Obispo
Equal Benefits Ordinance and shall keep on file sufficient evidence of its employee benefits
packages, as those benefits relate to the coverage of the domestic partners.
Coastal also recognizes the collective bargaining rights of employees according to the National
Labor Relations Act, which explicitly grants employees the right to collectively bargain and join
trade unions; and prohibits employers from interfering with labor organizing efforts. Coastal is
willing to enter into and abide by agreed-upon labor peace agreements.
Supporting Local Supply Chain
Coastal is committed to working with local suppliers to source all non-labor expenses that are
required to successfully operate our non-storefront retail business. The below list notes the
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required equipment to get our business up and running, accounting for well over 80% of our
supply and equipment being sourced from businesses within 90 miles of our facility.
Coastal will look to utilize other members of the cannabis industry local to SLO, as the city
allocates its Cultivation, Manufacturing and Distribution permits, Coastal will engage local
entities for our cannabis needs.
Employee Benefits
Coastal believes a strong benefits package is crucial to a healthy and happy workforce. Coastal
will offer its full-time employees higher salaries to attract talented applicants, enhance retention
and ensure that employees have the income levels necessary to live happily in the San Luis
Obispo community. In addition to higher salaries, our company provides an extensive benefits
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package, consisting of covered insurance expenses (including health insurance, long and short
term disability insurance, life insurance, dental insurance, and vision insurance), and an optional
401(k) plan as well.
Coastal believes in work-life balance and the importance of spending quality time with one’s
family. To help our employees with this balance, we will offer paid vacation and holidays of up
to 12 holidays days, annually, and vacation derived from years of employment. Paid sick days
are included in our benefits package as well.
Equity in Leadership
Coastal is committed to ensuring that all members of the community have the opportunity to
have an active role in the emerging cannabis industry. Given the high financial barriers to entry
into the retail cannabis industry, Coastal believes in providing those with less economic means
the opportunity to get involved at a principal level in the cannabis industry. Coastal has
designated 2% each to three locals in the San Luis Obispo community of the Coastal San Luis
Obispo Delivery business. All three local equity owners have pledged that their income levels
are median household income of San Luis Obispo.
Kelsi Bonzi serves as Coastal’s Sustainability Coordinator and is local to San Luis Obispo. As a
nature lover and environmentalist, Kelsi is joining Coastal to facilitate eco-conscious business
practices. She is a current student at Cal Poly, where she is majoring in world languages. Kelsi is
a world traveler, having taught English in Spain and the Dominican Republic, She has also
worked as a Spanish and English teacher for ESL students. Kelsi has been a social entrepreneur
from a young age, volunteering with the Woods Humane Society. While a student at San Luis
Obispo High School, Kelsi served as President of the Gay-Straight Alliance to promote
awareness and acceptance.
Jennifer Jacobsen serves as Coastal’s Account Manager and is local to San Luis Obispo
County. Jennifer is joining Coastal to keep our books accurate and organized. Currently, Jen
works for Libertine Brewing Company as a bookkeeper. She also works for Newton
Construction as an account manager. Previously, Jennifer worked as a school teacher. She is a
reliable, hardworking, exemplary employee who will serve as a model for all Coastal staff.
Jennifer is a mother of two.
Lucy Matthews serves as Coastal’s Community Coordinator is a local to San Luis Obispo who
is joining Coastal to coordinator community engagement efforts. She currently works as a local
nanny and has worked as a preschool teacher for several. She also works at Seeds in downtown
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San Luis Obispo. Lucy is outdoors-oriented and an avid hiker. Lucy is a genuine and trustworthy
individual, and she intends to go back to school to get her Master's.
Coastal believes in the benefits that this emerging cannabis industry can bring not only to
consumers but more broadly through the greater socio-economic impacts that it can bring to the
city at large.
Labor Peace Agreement
Coastal recognizes the collective bargaining rights of employees according to the National
Labor Relations Act, which explicitly grants employees the right to collectively bargain and
join trade unions; and prohibits employers from interfering with labor organizing efforts.
Coastal is currently in conversation with multiple labor unions organizations to enter into ‘Labor
Peace Agreements’ and will do so when Coastal has matured into an organization with 20 or
more non-management employees.
Educated Employees
Employees will be well-trained and knowledgeable about all of Coastal’s product offerings to
help customers make informed choices on purchases and safe, responsible consumption of
cannabis. Coastal’s robust employee training program will include modules that cover
information on adult-use products, including cultivars of cannabis flower; edibles and infused
products; oils; topicals; the variety of effects from different cannabinoids (i.e., THC and CBD);
expected physical and psychological effects; the variation in duration and intensity of effects due
to strain, concentration or potency, consumption method, rate of absorption, and other factors;
therapeutic benefits; potential adverse reactions; and other information.
Product training will also include information on medical conditions or symptoms that can be
treated with cannabis, and the types of products and recommended doses that are typically used
to treat various conditions. Training for cannabis products will also include other information
important to serving the specialized needs of cannabis customers such as protecting customer
privacy, facilitating access, and filling physician recommendations.
Employee Training Program
Coastal’s staff training and education program provides the foundation for all Coastal
employees. The employee training program starts with a three-day intensive training course,
followed by at least one day of job shadowing before employees can begin working with Coastal
customers.
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Employees who have not completed required training will not be eligible to sell or dispense
cannabis products until the curriculum is successfully completed. Each employee will be trained
in standard operating procedures (SOPs) related to receipt, storage, dispensing, and disposal of
products. Written training manuals and workbooks will be provided for each module of training
to supplement the online delivery of each training course. The employee training curriculum will
include:
Regulations & Compliance, including applicable federal, state, and local cannabis
regulations
Retail Operations, including limited access areas, storage, product handling, customer
service, sales procedures, and daily limits
Identification Verification
Consumer Education (comprehensive product care/education)
Medical Conditions and Cannabinoids
Responsible Use (recognizing signs of abuse)
Product Knowledge, including serving sizes/doses, strains, effects, and consumption
methods
Security, including diversion prevention and law enforcement interactions
Inventory & Recordkeeping
California Track and Trace (METRC)
Employee Responsibilities, including safety, sanitation, and diversion prevention
Given our business will be Patient-Focused Certified (PFC) by Americans for Safe Access
ASA), we will utilize members from this association to train our employees on how to best care
for any customers seeking access to cannabis. Our Delivery Manager will have Vendor
Certification Training—both to ensure that he or she is equipped with handling our distribution
partners and all other vendors we come into contact with throughout operations, and to ensure we
remain compliant throughout operations (e.g., understanding limited access areas, loading and
unloading product procedures).
Impaired Customer Training
Coastal’s employee training curriculum includes policies and procedures for recognizing and
responding to signs of intoxication, impairment, and/or abuse of cannabis, alcohol, and other
substances. The training will incorporate the latest scientific and public health information on
substance use available from the National Institute on Drug Abuse, the County of Los Angeles
Department of Public Health, the California Department of Health Care Services, and other
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organizations and agencies. This will empower employees to develop the observational skills and
judgment needed to establish reasonable suspicion that a customer is intoxicated or impaired.
Coastal will implement and enforce strict policies that prohibit employees from selling cannabis
to customers who show signs of intoxication or impairment according to the reasonable
suspicion guidelines outlined by training and Coastal policies.
If a Coastal customer shows signs of intoxication or impairment, Coastal employees will
implement appropriate strategies based on risk assessment and customer behavior to mitigate the
situation without unnecessary escalation. This is in keeping with Coastal’s responsibilities under
CCR 16 §5808 to take reasonable steps to prevent objectionable conditions that constitute a
nuisance (i.e. disturbance of the peace, public intoxication, loitering, lewd conduct, etc.). These
strategies include:
Verbally informing the customer of Coastal’s policies
Guiding the customer to review customer education literature provided by Coastal, which
will include resources available for substance abuse treatment
Involving a manager as necessary to enforce and inform the customer of Coastal policies
Calling law enforcement if necessary to protect persons, property, and public safety
Sexual Harassment Training
Coastal is committed to fostering a work environment free from prohibited harassment.
Anti-sexual harassment training is part of the employee onboarding process in order to ensure
that all employees are knowledgeable and comfortable in their workspace.
Safety Training
Employees will receive training in general facility health and safety policies and standard
operating procedures (SOPs) including:
Employees will be provided with adequate hygiene stations, toilets, and break rooms
Food and drink will not be allowed except in break rooms and other designated areas
Smoking will not be allowed within the facility, including outdoor areas, and all forms of
cannabis consumption will be prohibited by employees while on the premises
Employees will use appropriate personal protective equipment (PPE), such as gloves and
safety glasses, for specific tasks such as cleaning, waste disposal, equipment
maintenance, or other tasks that may expose employees to job hazards
Facility cleanliness and sanitation will be maintained through regular sweeping and
mopping, waste removal, removal of misplaced materials, inspecting storage areas for
signs of mold and contamination, and other tasks
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Equipment used to clean and sanitize will be kept in good working condition and will be
kept in an area that prevents contamination
Waste will be collected in authorized sanitary receptacles and will be regularly collected
and disposed of to prevent contamination and odors
Material Safety Data Sheets (MSDS) and Safety Data Sheets (SDS) will be maintained
for potentially hazardous materials, including cannabis goods if applicable
Potentially hazardous materials, for example cleaning products or motor oil for vehicle
maintenance, will be properly labeled and stored
Employee Safety Education
Coastal will establish policies to maintain a safe and healthy workplace environment at its
non-storefront retail facility in keeping with the recommendations of the California Department
of Public Health Occupational Health Branch, and regulations provided by the California
Occupational Safety and Health Act of 1973 (Cal/OSHA) and Title 8 of the California Code of
Regulations. Key policies include:
Establish, implement, and maintain an Injury and Illness Prevention Program and update
it periodically to keep employees safe
Develop an Ergonomics Program to prevent repetitive motion injuries (RMIs) as
described by the Cal/OSHA Ergonomics Standard
Inspect workplace(s) to identify and correct unsafe and hazardous conditions
Make sure employees have and use safe tools and equipment and properly maintain this
equipment
Provide and pay for personal protective equipment (PPE)
Keep records of work-related injuries and illnesses
Post, at a prominent location within the workplace, the Cal/OSHA poster informing
employees of their rights and responsibilities
Training Documentation
The ERP system will document training attendance and completion, as well as monitor staff
metrics to allow for continuous improvement of the process. This system will help management
monitor and control individual employee development, assess compliance with protocols, and
identify any areas needing improvement, so appropriate training modules can be implemented
and further assessment can be performed.
Employee Education Benefits
In the modern competitive environment, employees need to replenish their knowledge and
acquire new skills to do their jobs better. This will benefit both them and the company. We want
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them to feel confident about improving efficiency and productivity, as well as finding new ways
towards personal development and success.
The Benefits of Higher Education
Coastal believes that education is equally as fundamental to a prosperous and successful society
as it is to the success of our company. Coastal will provide all full-time employees with the
opportunity to prioritize their educational goals by fully reimbursing up to 12 credits earned per
year with a passing grade of B or higher at Cuesta Community College. We want Coastal
employees to pursue their dreams of higher education and facilitate an environment that
appreciates and commends their work ethic.
Professional Development
Employees, managers, and Human Resources (HR) will collaborate to build a continuous
professional development (CPD) culture. It’s an employee’s responsibility to seek new learning
opportunities. It’s a manager’s responsibility to coach their teams and identify employee
development needs. And it’s HR’s responsibility to facilitate any staff development activities and
processes. In general, we approve and encourage the following training and continuing education
opportunities:
Formal training sessions (individual or corporate)
Employee coaching and mentoring
Participating in conferences
On-the-job training
Job shadowing
Job rotation
Hiring Policies
Coastal’s hiring process requires that all prospective candidates pass a background check prior to
employment initiation. Coastal will also conduct reference checks and work eligibility
requirements prior to making hiring decisions. More rigorous screening criteria will be applied
for key staff and managers with higher levels of responsibility in managing Coastal’s business
and operations. These measures will ensure that all Coastal staff who interact with customers,
who handle cash, currency, and cannabis, and who may have access to proprietary or protected
business information can be sufficiently entrusted with the responsibility of keeping a safe,
secure, and enjoyable environment for Coastal employees and customers. Criteria that will
exclude an employee from being hired includes:
Conviction of a felony or misdemeanor offense for a violent crime
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Conviction of any felony offense related to fraud, embezzlement, other financial crime or
any non-violent crime
Conviction of felony drug trafficking or similar major drug-related offenses; prospective
employees with past convictions for certain minor drug-related crimes (for example
misdemeanor cannabis possession) may be given consideration per the hiring practices
outlined below
Non-citizens without authorization, or the ability to obtain authorization, to legally work
in the United States
Individuals who are not at least 21 years of age by the time of hire (CCR 16 §5031)
Accountability and transparency is a key value at Coastal. In accordance with SLOMC
9.10.060(D), Coastal will maintain a current register of the names and the contact information
including the name, address, and telephone number) of all employees currently employed and
will disclose such register to any City of San Luis Obispo official upon request.
Non-Discrimination Policy
Coastal is committed to providing equal employment opportunities to all employees and
applicants without regard to age, ancestry, color, religious creed (including religious dress and
grooming practices), disability (mental and physical), including HIV/AIDS, marital status,
medical condition (cancer and genetic characteristics), genetic information, military and veteran
status, national origin (including language use restrictions), race, sex (including pregnancy,
childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or
breastfeeding), gender, gender identity and gender expression, sexual orientation, or any other
protected status in accordance with all applicable federal, state and local laws.
Similarly, the company is committed to complying with all laws protecting qualified individuals
with disabilities, as well as employees' religious beliefs and observances. This policy extends to
all aspects of the company's employment practices, including recruiting, hiring, discipline,
termination, promotions, transfers, compensation, benefits, training, leaves of absence, and other
terms and conditions of employment.
Coastal will provide a reasonable accommodation for any known physical or mental disability of
a qualified individual or for employees' religious beliefs and observances, provided the requested
accommodation does not create an undue hardship for the company and does not pose a direct
threat to the health or safety of others in the workplace or to the individual. The company will
not retaliate or discriminate against a person for requesting accommodation for his or her
disability, regardless of whether the accommodation was granted.
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This policy prohibits unlawful discrimination and harassment in the workplace and applies to
applicants and employees of the company, including supervisors and managers. The company
prohibits managers, supervisors, and employees from discriminating against or harassing
co-workers as well as customers, vendors, suppliers, independent contractors and others doing
business with the company. In addition, the company prohibits customers, vendors, suppliers,
independent contractors and others doing business with the company from discriminating against
or harassing the company's employees.
Employees' notification to the company is essential to enforcing this policy. Employees may be
assured that they will not be penalized in any way for reporting a harassment or discrimination
problem. It is unlawful for an employer to retaliate against employees who oppose the practices
prohibited by the California Fair Employment and Housing Act (FEHA), or who file complaints
or otherwise participate in an investigation, proceeding or hearing conducted by the California
Department of Fair Employment and Housing (DFEH) or the Fair Employment and Housing
Commission (FEHC).
Similarly, the company prohibits employees from hindering its internal investigations or its
internal complaint procedure. Violation of this policy will subject an employee to disciplinary
action, up to and including immediate termination. Our employees will be recent local graduates,
adults both young and elderly, specialized in cannabis retail operations, security operators with
solid track records, and more importantly, passionate individuals who feel a genuine need to help
those around them. We want our employees to exemplify our core tenets. We want diversity not
only when it comes to race but also gender and affiliation. We want to ensure that our employees
will be as diverse as our consumer base, therefore having these types of individuals lead us by
example is what we will strive for throughout our operations.
Conclusion - Community Benefits Plan - Part A & B
Through a combined effort of hiring locally, creating high paying jobs and being an engaged and
active member of the charitable community, Coastal is committed to spurring economic growth
and being a proactive member of the San Luis Obispo community. To summarize our above
two-part Community Benefits Plan:
Charity & Volunteer: Coastal has established Coastal Cares- Employee Community
Service Program ensuring Coastal donates upwards of $2,000 per month to local charities
and provides over 50 hours per month in community service hours.
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Labor: Coastal will hire 91%-100% of our workforce locally, and are off to a great start
with 100% of our signed Letters of Intent of prospective employees, all being local to
San Luis Obispo.
Buying Local: As demonstrated through our equipment chart, all aspects of the required
equipment necessary to have our non-storefront retail facility up and running will be
purchased at local San Luis Obispo businesses accounting for well over 81% of
equipment.
Wages: All employees at Coastal will have an average pay rate of at least 41% more than
the median local income for similar positions in other mainstream businesses. The base
wage of all employees will exceed the minimum wage by well over $3.00 per hour.
Coastal looks forward to continuing to engage and support the San Luis Obispo community.
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Community Benefit - Appendix
Community Benefit - Appendix
ECOSLO Letter of Support 29
Stand Strong Letter of Support 30
Economic Vitality Corporation Letter 31
Special Olympics Acknowledgement Letter 32
YMCA Acknowledgement Letter 33
40 Prado Acknowledgement Letter 34
Habitat for Humanity Donation Receipt 35
Gay and Lesbian Alliance of Central Coast Donation Receipt 37
70 Million Jobs Press Release 38
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Mail: P.O. Box 1014 Phone: (805) 544-1777
San Luis Obispo, CA 93406 Email: info@ecoslo.org
Office: 1124 Nipomo St., Ste A, SLO Online: ecoslo.org
Environmental education, advocacy and action in San Luis Obispo County since 1971
January 26, 2019
Coastal Dispensary
1019 Chapala St.
Santa Barbara, CA 93101
Dear Ms. Wardlow:
Thank you for Coastal Dispensary’s donation of $1,500 to ECOSLO, received on January 25, 2019.
No goods or services were received in return for this gift. Additionally, no goods or services were
provided by our organization in consideration of your donation.
We are so grateful for your interest and excitement in being a key partner to ensuring our year-long
Beach Keepers program continues in SLO County. As you know, we have been the lead organizer
for Coastal Cleanup Day in our community for nearly 15 years. We have wanted to develop a
program that ensures trash data collecting and community driven cleanups happen all year long,
not just one day a year. We saw great success with this new program in 2018 thanks to initial grant
funding, and we have been looking for local businesses to partner with in 2019. Your enthusiasm to
financially support this program paired with providing paid volunteer time off to your future staff
will truly help make this program success for our community and our natural environment.
As you have shared, you are interested in supporting monthly cleanups for $1,000 each month.
With your monthly contribution we will be able to successfully market and outreach to our
community for these monthly cleanups using social media, flyers, and email correspondence. At
each cleanup, your dollars will ensure that a dedicated ECOSLO staff member is present to
coordinate each cleanup including site setup, trash education information, safety talks, and group
data collection. We’ll also be able to provide all volunteers with the supplies they need for a
successful cleanup including: data cards, sifters, trash grabbers, sunscreen, water, and reusable
trash buckets and gloves.
Overall, your support will ensure that cleanups are held regularly, trash is collected, the community
is made aware of local trash issues, and we’ll be able to use the data so we can focus on trash
prevention policy.
My sincere thanks for your support. I am looking forward to our partnership this year.
Sincerely,
Mary A. Ciesinski
Executive Director, ECOSLO
ECOSLO is a 501(c)(3) not-for-profit, and our Federal Tax ID number is 23-7213237
30
Coastal Dispensary
819 Reddick Street, Santa Barbara CA. 93103
January 28th, 2019
Dear Devon,
Thank you for Coastal Dispensary’s engaged outreach to Stand Strong with your interest In
creating a monthly donation and volunteer program. I appreciate your proposal of partnering
with Stand Strong as part of your Coastal Cares Community Service Program
We are discussing with our Board of Directors your offer of providing an initial $2,000 donation
to kick off our partnership with the commitment of donating $1,000 per month and 24 hours of
community service through your Coastal Cares Community Service Program, per month.
This is a generous and thoughtful offer that I feel would benefit the San Luis Obispo community
and efforts here at Stand Strong. I appreciate your proactive approach to being an engaged
member in the non-profit community in San Luis Obispo.
Thank you for your engagement and I look forward to staying in touch.
Karen Borges
Director of Development and Communications
Stand Strong (formerly The Women's Shelter Program of San Luis Obispo County)
P.O. Box 125, San Luis Obispo, CA 93406
31
Rodessa Newton, Principal
Devon Wardlow, Dir. of Public Affairs, Coastal Dispensary
Coastal Holdings, Inc. / Coastal Dispensary, Inc.
Santa Barbara
Dear Rodessa, Devon,
Thank you for your support and new sponsorship to the EVC.
As a San Luis Obispo native, resident and business owner of Triad Real Estate Group, your
enthusiastic support of the EVC through Coastal is most welcomed.
Please find attached the confirmation letter that you requested.
Thank you and welcome aboard.
Mike
Cc: Darren Smith, EVC Board member
EVC Board Executive Committee
Karilyn Taylor, EVC
Keeping SLO County
Business Vital
Economic Vitality Corporation of
San Luis Obispo County 735 Tank
Farm Road, Suite 264 San Luis
Obispo, CA 93401 Tel (805)
788-2012 Fax (805) 781-6293
www.sloevc.org
Non-profit 501(c)(3)
32
Dear MALANTE R,
Thank you for your generous donation of $519.10 to Special Olympics Southern California.
Because of your support, Special Olympics will be able to grow the number of athletes we
support from 5 million to many, many more. Your gift allows more athletes to step off the
sidelines and into the game, giving them a chance to experience the power of sport.
Your support assures me that together, we're able to make progress. So on behalf of all of us here
at Special Olympics Southern California and all our athletes around the world, thank you for
your partnership.
Rafer Johnson
Founder
Special Olympics Southern California
33
The San Luis Obispo County YMCA is a 501(c)3 not-for-profit organization;
Federal Tax ID 95-2147727. Your gift is tax-deductible.
No gift or services were given in exchange of this gift.
January 28, 2019
Coastal Dispensary
C/O Malante R. Hayworth
1187 Coast Village Rd Suite 1-410
Santa Barbara, Ca 93108
Dear Malante,
It’s people like you who make our work possible. We work hard to provide much needed financial
assistance to less fortunate families throughout the San Luis Obispo County and without
donations, we couldn’t do it. Through your gift of $500.00 you are showing your commitment to
our Y and the families and children we serve and we can’t thank you enough!
Our Y is there for families every day to help them lead healthier lives, keep their children in a safe
and enriching program during out of school times, and to teach them valuable lessons through
sports and programming. We don’t turn away families in need due to inability to pay and you help
to make that possible.
As, Jody, a parent of one of our program participants says, “My biggest thanks go to the donors,
to anyone who can afford to give. They might not know how much they’re being appreciated but
they are, incredibly appreciated, and our family will never forget this.”
Malante, we simply couldn’t do it without you.
Sincerely,
Monica Grant, CFRE
Chief Executive Officer
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Dear Devon,
On behalf of the clients, Board and staff of the Community Action Partnership of San Luis
Obispo County, Inc., we would like to extend our appreciation of your generous donation of
1,000 to 40 Prado. It is through the support such as yours that we are able to continue
providing our services to so many.
Community Action Partnership of SLO Co. Inc. is a 501(c)(3) organization, Tax ID #
95-2410253. No goods or services were received in connection with your contribution. Please
retain this letter for your tax records and consult with your tax adviser regarding the deductibility
of your contribution.
Community Action Partnership of San Luis Obispo County is a nonprofit agency that focuses on
helping people and changing lives through serving nearly 30,000 persons across Central and
Southern California. Community Action Partnership is committed to eliminating poverty by
empowering individuals and families to achieve economic self-sufficiency through a
comprehensive array of community-based programs.
Marci Sperlo – Executive Administrator
P: (805) 544-4355 x102 | C: (805) 295-1311 | F: (805) 549-8388
www.capslo.org | facebook.com/capslo
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Coastal Dispensary Partners with 70 Million Jobs giving the
Formerly Incarcerated a Second Chance
Santa Barbara, CALIF. (January 24, 2019) - Coastal Dispensary announced today
that it will be partnering with 70 Million Jobs, the first national, for-profit employment platform for
people with criminal records.
With marijuana arrests accounting for over half of all drug arrests in the United States - Coastal
believes in giving individuals that have served their time, the opportunity to make a living wage
in the legal cannabis retail industry.
Coastal is the first cannabis group to officially partner with 70 Million Jobs, committing to posting
20% of their cannabis retail jobs through the partnership.
With the passage of Prop 64, recreational cannabis is legal for adult sale and consumption in
the state of California, providing both great business opportunities as well as additional tax
revenue for local and state government.
This is a strong step forward for society, but as we move forward, we must remember to help
those that have fallen behind,” explains Devon Wardlow, Director of Public Affairs at Coastal.
The cannabis industry should lead by example through providing those who were previously
incarcerated from past cannabis laws, the opportunity to seek gainful employment through good
paying jobs within this emerging industry.”
70 Million Jobs works with employers representing a wide variety of industries including; Uber,
Denny’s, Perdue Farms, ADP, BNSF Railway etc.
Coastal is taking a stance as an industry leader by doing their part in addressing an issue that
the nation is going to continue to face as more states legalize cannabis while people are still
incarcerated for cannabis offenses,” explains 70 Million Jobs, CEO Richard Bronson. “I
commend Coastal’s decision to be among the first cannabis group with the foresight and
compassion to understand that it is both our nation’s policy makers, as well as business
leaders’, responsibility to take the necessary steps to address the issue of incarceration and
reentry when it comes to the evolution of cannabis law.”
Coastal Dispensary is an emerging chain of cannabis stores in central and southern
California. Coastal holds retail, delivery, manufacturing, and distribution licenses and are
quickly becoming a trusted and leading organization in the growing cannabis industry.
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Education Plan
Education Plan
Education cannot be undervalued. Every person has the right to be educated on the products they
purchase and consume, the decisions they make, and the potential impacts of their actions. As the
adult-use cannabis market continues to grow, it is Coastal’s responsibility to ensure that we are
doing all that is in our power to educate to the public. Education is a core value at Coastal that is
embedded in all of our business and community practices. We believe that an educated public is
the key for a healthy, happy and successful community.
The following details the various avenues Coastal will utilize to achieve our goal in providing
valuable and accessible education to our consumers as well as the greater San Luis Obispo
community.
Responsible Cannabis Use Education
Coastal will leverage its position as a member of the community to spread awareness safe and
responsible cannabis use. Coastal’s comprehensive consumer education program will be
delivered through knowledgeable employees, printed materials, website pages, and free
information seminars.
In addition to product information, Coastal’s consumer education program will also include but
not be limited to the following:
Secure storage of cannabis for personal use
Preventing access to cannabis by children or minors
Local and state laws pertaining to legally possessing, growing, and using cannabis,
Resources on substance abuse awareness and how to access treatment programs
Education Manager
Responsible cannabis use is imperative to the safety of the community and the continued success
of the industry. Coastal recognizes this symbiotic relationship and has invested in creating a
designated position that is solely responsible for ensuring that our customers have access to the
most up to date research and education available.
The Education Manager will provide a level of privacy for consumers as well as encourage a
more free-flowing informative conversation. Responsibilities include:
Demonstrated knowledge of cannabis products as well as substance abuse
Provide weekly free educational workshops at the facility
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Education Plan
Ongoing communication with the California Department of Public Health, Cannabis
Education Initiative
Serve as point person to our lab scientist to ensure facilities have the most up to date
knowledge of products
Engage and be available to local educators and concerned citizens on the benefits of
cannabis as well as the dangers of addiction
Designated Cannabis Consumption Response
Coastal has established an email account where all customers can submit questions in relation to
cannabis use ranging from strain potency to substance abuse resources in the area. This email
account will be administered by the Education Manager where customers will receive a reply
within 24 hours.
Cannabis Educational Material
Our business will offer up-to-date fact sheets that describe the strain, cultivation method,
cannabinoid content, intended use and dosage, and all other relevant information for each of our
products. We will offer safety brochures highlighting important regulations and warnings related
to the consumption of cannabis or cannabis products. Additionally, our website will contain a
database of the most recent medical research on the effect of cannabis. Coastal will utilize the
resources provided by the California Department of Public Health Cannabis Health Initiative.
The Dangers of Addiction and Underage Use
Coastal is committed to ensuring that all members of our community understand the dangers of
addiction and the potential damages that underage use can cause. Coastal will work with the
California Department of Public Health and the National Institute on Drug Abuse for Teens to
ensure that we have the most up to date information on cannabis use disorders as well as the
proper cautions regarding the potential for developmental problems of the adolescent brain as a
result of underage use.
As noted briefly below and elaborated on fully in our Community Benefits Plan, Coastal will be
actively engaging with the San Luis Coastal Unified School District to fund and address
education related to the dangers of addiction. Our Education Manager will serve as the liaison to
the schools to help address any questions, assist in providing resources requested and participate
in any informational sessions.
Coastal will have posted signs warning about the dangers of adolescent use and its potential
developmental impacts. As well as Coastal will provide local resources for addiction recovery
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Education Plan
programs in the San Luis Obispo area such as the San Luis Obispo Addiction Recovery Center,
Central Coast Treatment Center and The Haven.
Community Events
Coastal will host educational events on a monthly basis. The purpose of these events will be to
promote cannabis education and awareness. We feel it is important to reach out especially to
communities who are not fully knowledgeable about the uses, economic potential, and
therapeutic qualities of cannabis. These events will be open to the public for adults 21 years of
age and older. We hope the public will present ideas of potential topics through our Community
Relations Manager that are of interest to the community. A couple of examples include our
awareness events such as Cannabis Health, Prop 64 Petitions, Elevating Our Community and the
Seniors & Cannabis.
These will all serve to educate the community. The Cannabis Health event will seek experts in
the cannabis field as speakers on topics such as the science of cannabis, how the medical field
can incorporate cannabis, misuse and proper uses of cannabis, and testing. The Prop 64 Petition
event will seek to educate individuals who previously faced cannabis-related criminal charges on
their options to petition to have these records expunged. The Elevate Our Community event will
seek to feature local vendors in a “pop-up” type event to strengthen ties within the community.
All of these events are also described in more detail in our Community Benefits Plan.
Protecting Our Youth
While we will seek to educate the community on the many benefits, safe uses, and scientific
advances in the field of cannabis, we understand that these efforts bring a responsibility. We
share concerns about any mind-altering substances getting into the hands of the youth of our
community. We see it as our collective obligation to also see that our youth is educated about
the dangers of addiction and are given the education and tools to be protected and supported
against improper use. As we detail in our community benefits plan, we commit to providing
funding to help the San Luis Coastal Unified School District with an addiction awareness
curriculum. We are aware that the public education system is a complex and sensitive area and
offer this funding as a way of deferring to the school board and child education experts on how
to best educate and support the youth of our community.
Educating Families and K-12 Schools
Parents and schools face particular challenges educating youth on the facts about adult cannabis
use. Adolescents may misinterpret the legalization of cannabis for adults. Coastal believes in
reaching out to families, schools, educators, and the community to build goodwill and allay fears
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Education Plan
by offering ongoing educational programs focused on the importance of protecting children as
well as by providing a direct line to our Education Manager.
Responsible Advertising
Responsible advertising is crucial to ensuring that cannabis businesses provide benefits, not
detriments, to the community in which we served. Below we outline the important safeguards
that Coastal will fully adhere to in respect to all local and state advertising requirements,
including, but not limited to the following:
Advertising and marketing will be designed specifically to not appeal to children in
accordance with BPC §26152(f)
No advertising signs will be displayed within 1,000 feet of daycares, k-12 schools,
playgrounds, or youth centers, per BPC §26152(f)
Coastal will not provide free cannabis goods to any person or allow others to provide
access to free cannabis to any person on the licensed premises, notwithstanding the
provision allowing donations of free cannabis goods to medical cannabis patients in
accordance with CCR §5411
Prior to any advertising or marketing involving direct, individualized communication or
dialogue, Coastal shall use age affirmation to verify that the recipient is 21 years of age
or older, per CCR §5041.
All advertising and marketing (including web marketing) will accurately and legibly
identify Coastal, and our license number, per BPC §2615
No broadcast or print media will be displayed where less than 71.6 percent of the
audience is reasonably expected to be under age 21, per BPC §2615
Facility signage will comply with the City’s Sign Regulations for size, area, and type of
sign per SLOMC 17.99.050(D)(3)(a).
No portion of the cannabis plant will be used in any signage visible from the public
right-of-way per SLOMC 17.99.050(D)(3)(c)
Discrete and Complementary to the Neighborhood
Coastal’s facility and logo do not in any way emulate or promote traditional symbols associated
with cannabis or smoking. The presence of our brand and our facility decor alone, will in no way
signal to the public the promotion of cannabis simply by observing the business or our logo.
We believe that our discrete and universally accepted logo is an important attribute to who we
are as a company and what we stand for - a healthy, happy active lifestyle. We understand that
families do not want their children to be subject to a visual bombardment of legal cannabis
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businesses as they drive through the community. The Coastal name and logo looks exactly what
they sound like—a simple visualization of a wave, emulating the best aspects of what the
California lifestyle has to offer.
Working with Law Enforcement
Coastal is committed to working hand in hand with San Luis Obispo’s law enforcement officials.
We believe that an open door policy with law enforcement benefits Coastal, law enforcement
and the community overall. Cannabis businesses play a critical role in assisting law enforcement
with minimizing illegal activities while respecting the rights of medical patients and adult
consumers. We are fully committed to operating strictly within California and San Luis Obispo
laws, including partnering with local law enforcement to minimize the risk of illegal diversion of
cannabis, impaired driving, and youth access.
Law Enforcement Community Outreach
Coastal will engage local law enforcement with regular meetings to discuss
issues of mutual concern, provide site tours, and address questions and
concerns regarding Coastal’s business. We will maintain an open-door policy
with law enforcement officials, addressing anti-diversion tactics and
encouraging transparency throughout our entire operational chain of custody.
Officer Training Sessions
We will partner with the San Luis Obispo Police Department to provide education and training
for law enforcement personnel regarding cannabis and its legal use to maximize collaboration
and the exchange of ideas on how we can be doing the best job we can in protecting the interests’
of the public in which we serve.
Impaired Driving Research and Education
Coastal will collaborate with institutions conducting studies on how cannabis affects consumers
while operating a motor vehicle, such as by measuring response time, eye-hand coordination, and
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Education Plan
cognitive function. This research will help to establish baselines for acceptable levels of THC in
the bloodstream for drivers and will be shared and used in partnership with local and state law
enforcement.
Conclusion
Coastal is committed to ensuring that the San Luis Obispo community has access to the most
up-to-date cannabis education possible. As described, we are taking concrete steps to ensure that
our advertising is geared only towards adults for responsible use. With our Education Manager,
our education plan is not only focused on providing knowledge about responsible cannabis use,
but also provides the opportunity for in-person discussions on cannabis as well as the potential
signs and problems surrounding addiction. Coastal believes that education is the key to a healthy,
happy society. Through our extensive education plan and community benefits plan, we will
create an environment at Coastal that thrives on knowledge.
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Security Plan
Security Plan
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Security Diagram
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Security Plan
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Alarm Diagram
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Security Plan
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Security Plan
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Security Plan
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Security Plan
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Security Plan
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Security Plan
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Security Plan
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Security Plan
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Security Plan
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Security Plan
Access Diagram
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Security Plan
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Security Plan
Camera Diagram
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Security Plan
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Security Plan
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Lighting Plan
Lighting Plan
Coastal will employ a professionally designed and energy efficient lighting system that will
integrate with our state-of-the-art security system to not only protect Coastal’s assets while
conserving energy, but to also improve the peace, safety, and security arrangements at all
locations where activities related to the license will be undertaken in keeping with SLOMC
17.99.050(D)(2)(d).
Compact fluorescent or LED lighting will be utilized with dimmable ballasts and
occupancy sensors to ensure energy efficiency
Emergency interior lighting will turn on in the event of power failure to ensure safety and
security
Uninterrupted power supply units will provide continuous power to all electronic
equipment and will be backed up by diesel or natural gas generator to provide over 48
hours of continuous operation in the event of a power outage.
Lighting will be sufficient to enable continuous 24-hour passive video surveillance to
three yards around the entire perimeter of the facility
Exterior lighting will be automatically engaged by a photosensor to facilitate surveillance
and discourage loitering or trespassing
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Lighting Plan
Lighting Diagram
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Site and Floor Plans
Site and Floor Plans
Per SLOMC 17.99.050(D)(1), Coastal has provided the following site and floor plans of our
proposed facility on 747 Woodbridge St, San Luis Obispo, CA 93401. The property is located in
the C-S zone. Coastal Delivery SLO, LLC, through Eric and Rodessa Newton, own this property.
For tax purposes, Eric and Rodessa have also given Coastal Delivery SLO, LLC a 15-year lease.
In summary, Coastal has a majority ownership interest in site property.
Coastal and our partners are building a structure that complies with SLO’s 2018 Standard
Specifications and Engineering Standards and all current local and state codes. In doing so,
Coastal will be effectively increasing property taxes. We will be working exclusively with local
contractors and local architects to make sure we are fitting in with the larger vision for San Luis
Obispo. Furthermore, we will work with the City directly to build whatever they see fit for the
design and the security of the building.
Coastal’s non-storefront retail development will abide by all C-S Development Uses per
SLOMC 17.36.020 as well as all Commercial Cannabis Development Standard per SLOMC
17.99.050.E, including:
Submittal of and qualification for a use permit application to conduct the commercial
cannabis business within a zone specified for commercial activity
Locating in area demarcated with CAN overlay zoning and as allowed in the underlying
zone for commercial cannabis activity
Being sited and/or operated in a manner that prevents cannabis odors from being detected
offsite. Commercial cannabis activities shall not create offensive or excessive odors, dust,
heat, noise, light, glare, smoke, traffic, or hazards due to the use or storage of materials,
processes, products or wastes, or other unreasonable impacts to people of normal
sensitivity living, working or lawfully present in the vicinity of the commercial facility
Being concealed from public view at all times and no exterior evidence of cannabis or
cannabis products occurring at the property, visible with normal unaided vision from any
public place, or the public right-of-way
Including adequate measures that address enforcement priorities for commercial cannabis
activities including restricting access to the public and to minors and ensuring that
cannabis and cannabis products are only obtained from and supplied to other permitted
licensed sources within the State and not distributed out of State
The use permit to be issued shall include, but is not limited to, the following conditions:
The obtaining and maintaining of the Commercial Cannabis Operator Permit and
appropriate state license
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Site and Floor Plans
Payment of all applicable current and future state and local taxes and all
applicable commercial cannabis fees and related penalties established by the City
Council, including but not limited to application, administrative review,
inspection, etc
The Commercial Cannabis Operator permit or a controlling interest in the permit
may not be assigned, transferred or bequeathed, by operation of law or otherwise,
unless permitted as described in Chapter 9.10, and the permit shall terminate
automatically on such event
Expiration of a Commercial Cannabis Operator permit after one year, unless
renewed
Prohibition of on-site consumption of cannabis
Prohibition of the possession, storage, sale, distribution or consumption of
alcoholic beverages on the premises, or the holding of license from the State
Division of Alcoholic Beverage Control for the sale of alcoholic beverages, or
operating a business that sells alcoholic beverages, on or adjacent to the
commercial cannabis activity site
No cannabis products or cannabis accessories may be displayed in windows or
visible from the public right-of-way or from places accessible to the general
public
Prohibition of minors and persons under the age of 21 on the premises, even if
accompanied by a parent or guardian
Outdoor storage of cannabis or cannabis products is prohibited
Parking
Given that our proposed facility is 1,900 square feet, we will be required to have at least 2
parking spaces. Coastal’s non-storefront retail facility will have a total of 4 parking spots. Our
parking will be more than necessary to accommodate for safe and convenient access for Coastal
employees.
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Site and Floor Plans
Proposed Site
Vicinity Map
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Site and Floor Plans
Site Plan
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Site and Floor Plans
Floor Plan
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Water Efficiency Plan
Water Efficiency Plan
In keeping with SLOMC 17.99.050(D)(2)(f), Coastal has developed this Water Efficiency Plan
to ensure that we do our part in optimizing our resources. The Board of Supervisors for San Luis
Obispo County adopted Resolution 2015-288 on October 27, 2015, which established the
Countywide Water Conservation Program (CWWCP) in response to the declining water levels in
the Nipomo Mesa Water Conservation Area part of Santa Maria Groundwater Basin, Los Osos
Groundwater Basin, and the Paso Robles Groundwater Basin.
Given that our proposed location is within the San Luis Obispo Valley Groundwater Basin area,
we are not eligible for CWWCP’s services; however, we will refer to the program’s resources
and methods to effectively ensure that we conserve water as much as possible.
Water Costs/Use Data Collection
The first step involved in ensuring we optimize our water efficiency is calculating our estimated
water usage. Following this step, Coastal will compare our water usage it to the City’s plan,
implement internal policies to make adjustments to our water usage (if needed), and commit to
subscribing to water offset credits should we be utilizing more water than our target goal. Coastal
will collect water/cost data to determine the effective baseline, which will be used to calculate
cost savings and determine how much water we could potentially save. This step involves:
1.Determining the marginal per-unit cost of water and sewer service
2.Verifying the appropriate rate structure is applied
3.Identifying services the utility might provide to help manage water efficiently
Following collection of this data, Coastal will determine a baseline annual water use for a
specific year, determine monthly water use over time, and determine certain trends based on the
data provided, such as if sudden increases in water use are seasonal based, hourly based, etc.
Typically, water use is always increased during the summertime, therefore Coastal will ensure
that we utilize water efficiently during this time period by reminding employees of our water
efficiency policies. Coastal will also contract a third-party specialist local to San Luis Obispo
City to calculate water costs and determine efficiency plans if we, by chance, are not meeting our
set goals.
Determining Water Use Levels
Coastal will perform a walk-through audit of the facility to identify all significant water-using
processes and associated operating characteristics. We will inspect all our equipment and
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operations during this audit to determine flow rates, the model number of the particular
equipment (e.g., urinal, toilet, faucet). The next step involves tracing our information back to the
originating equipment to make sure they are accounted for in the water balance. For all water
uses in Coastal’s inventory, we will obtain any available submetered data to help quantify the
equipment’s particular uses.
Following the identification of all the information we need, Coastal will implement an action
plan to ensure we properly adjust our equipment, policies, or practices to maintain water
efficiency. Coastal will inform the Delivery Manager of our plans for water efficiency and will
delegate tasks accordingly. We will project a date and time when these measures are expected to
be fulfilled and ensure that we have the proper means of addressing the issues, such as installing
more efficient equipment that utilizes less water or contacting a third-party specialist to calculate
our water balance. Once we have effectively fixed the issue and met our primary goals, we will
actively monitor our progress to ensure we maintain our standards.
Leak Detection Devices & Methods
Coastal will utilize a local and third-party repair company that uses leak detection devices such
as sound-based or acoustic technology that properly and effectively identify leaks in our facility
prior to substantial damage or water loss.
Action Plan & Equipment Use
One of the main methods for water efficiency is ensuring all our equipment
is both eco-friendly and efficient. Coastal’s interior design elements will
include plumbing that conserves water and energy, including water-efficient
faucets and fountains, dual-flush toilets, waterless urinals, and other fixtures.
Additionally, we will only utilize tankless water heaters and have insulated
hot water piping. Waterless urinals do not flush water but have a cartridge in
the bottom that contains a sealant, in which waste flows through the cartridge
and into the drain line. Custodial staff will ensure that we clean and replace the sealant,
cartridges, and material according to the manufacturer’s recommendations, as to ensure this unit
is optimally working. Coastal will install ENERGY STAR and WaterSense products, which are
at least 20% more efficient than conventional models and products and are less prone to
maintenance issues. Tankless water heaters will be installed in areas where water is less
frequently used and all our faucets will have controls to ensure an effective shut-off time, should
a person mistakenly forget to turn off faucets after use.
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Water Efficiency Plan
Faucets: WaterSense labeled bathroom sink faucets use a maximum of 1.5 gallons per minute
and can reduce a sink's water flow by at least 30% from the standard flow of 2.2 gallons per
minute. These type of faucets are recommended by the United States Environmental Protection
Agency.
Toilets: Our toilets will be commercial-grade and also labeled as a WaterSense product. Standard
commercial toilets flush volumes as high as 3.0 to 7.0 gallons per flush, which is far above the
federal standard of 1.6 gallons per flush. WaterSense labeled flushometer-valve toilets, whether
single- or dual-flush, use no more than 1.28 gallons per flush, which is exceptionally ideal to not
only meeting but surpassing the federal standard goal. These units also have the capacity to reach
1 gallon per flush, which we will effectively use during the summertime.
Urinals: Commercial-grade and WaterSense no-flush urinals will be used to significantly reduce
our water usage, which will save us as much as 4.5 gallons per flush.
Wastewater
Coastal’s non-storefront retail facility will not include any manufacturing or cultivation
activities, therefore specific procedures for process wash water disposal are not being developed.
Wastewater from hand washing stations, the employee kitchen, restrooms, and other sources will
be drained to the municipal sanitary sewer via the facility plumbing drains. These procedures are
intended to be sufficient for preventing potential pollutants or other material from being
discharged into the street, gutter, or storm drain inlet. If additional measures are required due to
changes in operations or upon request by the City, Coastal will work with City officials to design
enhanced wastewater disposal infrastructure or procedures in order to ensure that no
operations-related pollutants escape from the facility into the storm sewer system.
Restroom Policies & Other Equipment
Signs will be placed in the restroom that directs all users to ensure that
faucets are effectively turned off prior to leaving the restroom. Employees
will be directed to report any leaks in the faucets, urinals, or toilets
immediately to the Delivery Manager. Employees will be strictly
prohibited from throwing non-toilet paper material in the toilets (e.g.,
wipes, paper towels) as to avoid City expenses on sewage clean up.
Coastal will not include any paper towels in the bathroom and instead use
hand dryers that utilize minimal power, which will also ease the burden on our custodial staff.
These systems, as shown in the image to the right, will be equipped with motion detectors that
control when these units are turned on and off. All employees will be trained on water-efficiency
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Water Efficiency Plan
practices and of our own internal policies to ensure they also do their part in securing optimal
water usage. Any employee that deliberately violates our restroom policies will be subjected to
disciplinary action.
Water-Friendly Landscaping
In addition to our operating policies, Coastal’s exterior site
plan will incorporate water-friendly, drought-resistant
plants. Coastal will implement “Mediterranean-zone” plants
which are plants that are acclimated to long dry summers
and short wet winters. Coastal has looked into the native
agriculture in San Luis Obispo County which include
Succulents, Candelabra Aloe, California Buckwheat and
Deer Grass. All of these plants attract beneficial insects and require little water.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Odor Control Plan
Odor Control Plan
Coastal will operate at the highest levels of respect and courtesy in our interactions with
neighbors and the community. Our Odor Control Plan includes odor control devices and
techniques to prevent odors from being detectable off our property and meet the requirements of
SLOMC 17.99.050(E)(3). Our state-of-the-art odor abatement equipment will be regularly
assessed, maintained, and serviced by trained staff members. We will proactively address
concerns from the community, and we have developed a robust complaint process as well as a
comprehensive contingency plan in the unlikely event of an ongoing odor nuisance issue.
Sources of Odor
Cannabis facilities have the potential to produce nuisance odors in the surrounding community.
The odor is primarily due to an essential component of cannabis called terpenoids which are
responsible for its pungent fragrance. The presence of cannabis products can result in the release
of this fragrance within its immediate vicinity, which can be significantly mitigated through the
use of contained spaces and a proper ventilation system.
Odor Control Devices and Techniques to Prevent Odors from Being Detectable Off-Site
The property’s ventilation and exhaust systems are designed to control odors in such a way as to
not materially disrupt the ability of any reasonable person to enjoy the reasonable use of that
person’s residence or areas open to the public. In addition, the use of the systems described
below will prevent fumes and odors from exceeding the boundary line of the lot. The ventilation
systems will use of the most effective odor control technology available, including:
An exhaust air filtration system with odor controls, such as carbon filters or vapor
barriers, as appropriate, to mitigate odors
An air system that creates negative air pressure between the building interior and exterior
to ensure that odors generated by cannabis are not detectable offsite or outside of the
building
Doors will installed with liners to help seal odor in and minimizes air escaping through
gaps
Of particular importance is the vault for cannabis products. Coastal will install an effective
ventilation system to control any odors emitted from the secured storage space.
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Odor Control Plan
HVAC System
The HVAC system is important for providing the ventilation, humidity, and temperature control
necessary to maintain the quality of cannabis goods stored or displayed for sale at the facility.
The ventilation system designs will include automated and manual controls as well a failure
detection system with alarms to ensure that potential facility ventilation and air quality problems
are promptly addressed.
The HVAC system will be installed and maintained to provide a safe, comfortable, and hygienic
environment for employees. Per CCR 31 §5.410.4, procedures for testing and adjusting HVAC
systems and controls will be established in accordance with the manufacturer’s specifications
and applicable standards. The HVAC system will be balanced in accordance with the latest
edition of standards published by the Associated Air Balance Council, the National
Environmental Balancing Bureau, or the Testing, Adjusting and Balancing Bureau (CCR 23
407.3).
Air Filtration
To provide a source of clean air, outdoor air intakes will be located at least 25 feet from exhaust
outlets, cooling towers, and sources of vehicular exhaust or other noxious fumes (CCR 23
407.2). All air intakes will be equipped with high-efficiency particulate absorber (HEPA) filters
to remove dust, pollen, and small particulates, and activated charcoal filters to remove or
neutralize pollutants and microbial contaminants. Filters will be changed regularly based on the
manufacturer’s recommendations.
Air Quality Policies
In addition to ensuring that the HVAC system provides appropriate environmental controls,
Coastal will implement certain company policies to promote clean air quality in the facility,
which includes the following measures:
Signage inside and around the property will alert staff that cigarette smoking, and
smoking, ingesting, or consuming cannabis on the premises or in adjacent areas, is
prohibited
Volatile Organic Compounds (VOCs) are organic chemical compounds that can off-gas
from certain products and can adversely affect the environment and human health.
Whenever possible, low VOC-emitting building supplies, furnishings, wall coverings,
and office equipment will be used in the facility. Non-toxic, low VOC-emitting cleaning
supplies (preferably organic) will be used to clean the facility
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Odor Control Plan
Non-toxic (preferably organic biocides) will be used for pest control, if necessary, as a
component of Integrated Pest Management
Radon, carbon monoxide, and smoke detectors will be installed in the facility. The
detectors will be tested regularly according to the manufacturers’ recommendations and,
if applicable, their batteries will be changed on a regular basis
If possible, the company will purchase low-emission vehicles that will park away from
air intakes to prevent vehicle exhaust from entering the building
The property’s ventilation and exhaust systems are designed to control odors in such a way as to
not disrupt the ability of any reasonable person to enjoy the reasonable use of that person’s
residence or areas open to the public. In addition, the use of the systems described below will
prevent fumes and odors from exceeding the boundary line of the lot. The ventilation systems
will use the most effective odor control technology available, including:
An exhaust air filtration system with odor controls, such as carbon filters, or vapor
barriers, as appropriate, to mitigate odors. Air filtration is the industry best method and
nearly totally eliminates cannabis odors
An air system that creates negative air pressure between the building interior and exterior
to ensure that odors generated by cannabis are not detectable offsite or outside of the
building
Coastal Policy Regarding Personal Use of Cannabis
Coastal prohibits the consumption of cannabis (including smoking) within the vicinity of our
property boundaries. Internal and external signage will include the following statements
SLOMC 9.10.210 prohibits any smoking activity of cannabis by all persons within the
following areas: in, on, or about the premises of any Commercial Cannabis Business; in, on or
about any publicly owned or operated property; any place open to, or accessible by the public;
any place smoking is prohibited; or any place visible from any public place with normal unaided
vision; in on or about any other business, club, cooperative or commercial event, regardless if
open to the public or only to members, ticket holders or event invitees; any location where an
entry or other fee is charged to attendees or to the host or where a thing of value or consideration
is received or exchanged, directly or indirectly, for or related to the provision of cannabis. No
person shall smoke cannabis, without controlling odors emanated from that smoking, which are
disturbing to people residing or present on adjacent or nearby property or areas open to the
public.” Consumption and smoking policies for employees are reviewed regularly, and failure to
adhere to the policy may result in employment termination.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Odor Control Plan
Odor Control Complaint Policy
Complaints may be made in person to Coastal staff, via our website, or by contacting Malante
Hayworth directly at (Malante is the senior leader responsible for managing,
resolving and reporting odor complaints.
Complaint Process
Upon receiving a complaint regarding odor, the complaint will be logged into our system, and
management and staff members will provide details on the event. An investigation will be
conducted to identify the source of the odor.
If the source of the odor is due to a malfunction of an odor control or air quality
management system, a maintenance team will be immediately deployed to address the
issue. Following repair, the site manager, maintenance specialist, and facility team will
further test the system to verify if the problem has been resolved prior to continuing
operations
If the source of the odor is found to be due to a client violating the non-smoking policy,
the client will be reminded of smoking restriction within the lot vicinity and will be asked
to leave by security personnel or by the site manager; first or repeated offenses can/will
result in a prohibition from future product purchases and site visits
If the source of the odor is due to an employee violating the non-smoking policy within
the lot vicinity, they will be subjected to disciplinary action that can lead to termination
Coastal will also work with the California Bureau of Cannabis Control (the Bureau) if a formal
complaint regarding odor has been filed through its website and will update the Bureau regularly
regarding the status of the resolution, as appropriate. After addressing the problem, Coastal will
initiate a staff meeting to discuss the resolved issue and how to prevent future episodes of the
incident from reoccurring. The topics explored in this discussion will be included in all future
training programs for new hires in addition to scheduled staff meetings.
Overall, Coastal’s policy will focus on preventative than reactive strategies to inhibit all
odor-related incidents from occurring. All staff members will be thoroughly trained on how to
respond to public complaints regarding odor in addition to effectively resolving the issue within
policy and regulation guidelines. Complaints records will be retained for a minimum of seven
years per BPC §26160(b) and will include the following information:
Detailed information about complainant's odor nuisance experience
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Odor Control Plan
Date the complaint was received and the name, address, or telephone number of the
complainant, if available
Identification of personnel involved with documenting, reviewing, and investigating
complaints, in addition to management personnel involved with making decisions about a
follow-up action
Findings of the investigation and follow-up action taken when an investigation is
performed
Response to the complainant, if applicable
Contingency Measures for Continuous Public Nuisances
In addition to Coastal’s preventative measures for inhibiting odor nuisance issues, a contingency
plan will be deployed following an unresolved dispute regarding odor. The contingency plan is
individualized for each unique circumstance, according to the following plan:
If the odor is unable to be effectively abated with the use of the HVAC system, Coastal
will replace all filters with activated carbon filters (e.g., polarized media filters with
activated carbon insert pads), which utilize electromagnetic polarization to fully optimize
odor filtration. This measure will ensure that air quality is thoroughly maintained
throughout facility operations and will be continued to be replaced, as needed
If the odor is unable to be effectively abated due to repeated violations of the
non-smoking policy by clients, a security team will identify the offenders prior to entry
and will prohibit entry into the facility. In addition, violations from staff members will
result in immediate termination and a staff meeting will take place to review policy
If the odor is unable to be effectively abated due to repeated malfunctions of the HVAC
system, a new unit will entirely replace the old system to ensure management of air
quality—which will be followed by multiple retests to ensure quality and functionality.
This plan will be coordinated between Coastal team leaders and site managers to ensure
the new system is promptly installed prior to resuming operation
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Hazardous Materials Plan
Hazardous Material Plan
In keeping with SLOMC 17.99.050(D)(2)(g), Coastal has developed this comprehensive
Hazardous Materials Plan to effectively ensure our workers remain safe throughout operations.
Given that we will be running a non-storefront retail business Coastal does not anticipate we will
be producing a substantial amount of hazardous waste or materials. Regardless, it is still
imperative that we develop this plan to ensure optimal compliance with safety and health codes.
All chemical materials will be disposed of in such a way as to not cause harm to wastewater
system workers. In the unlikely event that we do produce hazardous waste, we are fully prepared
to manage and safely dispose of it in accordance with federal and state laws, specifically
according to the procedures set out by the State.
Hazardous Waste
Coastal will utilize San Luis Obispo County Integrated Waste Management Authority (IWMA)
programs for handling hazardous wastes. Coastal expects to qualify for the County’s
Conditionally Exempt Small Quantity Generator (CESQG) Program, as we intend to produce
less than 27 gallons or 220 pounds of hazardous waste to dispose of per calendar month. As
such, in the event that we do need to dispose of hazardous waste, we will fill out the CESQG
Waste Inventory and Certification Form provided by the County to ensure we follow proper
protocol. Coastal will maintain a secure, sealed hazardous waste container on site to collect
hazardous wastes for periodic disposal. The separate hazardous waste container will be located
away from storage areas for cannabis products to prevent contamination.
Standard Operating Procedures (SOPs) will be developed, continuously updated, and
consistently implemented to ensure a safe and hygienic workplace. General facility health and
safety SOPs include:
Employees will be provided with adequate hygiene stations, toilets, and break rooms
Food and drink will not be allowed except in break rooms and other designated areas
Smoking will not be allowed within the facility, including outdoor areas
Cannabis consumption will be prohibited on the premises
Employees will use appropriate PPE, such as gloves and safety glasses, for specific tasks
such as cleaning, waste disposal, equipment maintenance, or other tasks that may expose
employees to hazards
Facility cleanliness and sanitation will be maintained through regular sweeping and
mopping, waste removal, removal of misplaced materials, inspecting storage areas for
signs of mold and contamination, and other tasks
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Hazardous Materials Plan
Equipment used to clean and sanitize will be kept in good working condition and will be
kept in an area that prevents contamination
Waste will be collected in authorized sanitary receptacles and will be regularly collected
and disposed of to prevent contamination and odors
Material Safety Data Sheets (MSDS) and Safety Data Sheets (SDS) will be maintained
for potentially hazardous materials, including cannabis goods if applicable
Potentially hazardous materials, for example cleaning products or motor oil for vehicle
maintenance, will be properly labeled and stored
Chemical, Hazardous, or Contaminated Waste
Disposal of seeds and hazardous or contaminated waste will be handled with special procedures,
prioritizing its immediate removal and disposal and taking extra care to keep prevent the
contamination or seeding of any areas outside the facility. All procedures will be in keeping with
local and federal laws, regulations, and rules for chemical waste disposal.
Sharp Objects
Disposal of sharp utensils such as blades or shears will be eliminated by putting the waste
material into a commercially available container designed for sharps disposal. This container will
feature a puncture resistant plastic housing. The sharps will be disinfected in 10% bleach. The
container will be labeled “SHARPS.” The container will be sealed with heavy-duty tape, double
bagged and thrown in normal greenhouse trash.
Cleaning Supplies
All of Coastal’s cleaning supplies will be non-hazardous and eco-friendly. We typically look for
products that utilize biodegradable formulas, are manufactured through LEED-certified facilities,
and are ethically sourced (i.e., not from companies that destroy ecosystems for profits).
For all-purpose cleaning supplies that will be utilized to clean counters, floors,
restrooms, and walls, we intend to utilize products such as Ecover. The company’s
products come in plant-based packaging, are biodegradable, and have recyclable
packaging. Ecover’s all-purpose cleaner and toilet cleaner will be used by our
custodial staff, who at all times will be wearing proper gloves, masks, and other
relevant personal protective equipment (PPE) while performing tasks. We aim to
ensure that all our employees are effectively protected against hazardous materials,
therefore cheap cleaning supplies that have hazardous agents will not be purchased
or used at our facility.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Hazardous Materials Plan
Waste Disposal
Coastal intends to dispose of general solid waste for collection by the municipal refuse collection
service provided by San Luis Garbage Co., which is a franchised company utilized by the City1
of San Luis Obispo to collect solid waste. Coastal will sign up for the garbage and recycling
services with San Luis Garbage Co. and will work with their officials to ensure we follow
through with the correct procedures. San Luis Garbage Co. or the City will provide a commercial
bin or container that will be located on the premises in a City-approved trash enclosure without
gates. Non-recyclable cannabis packaging and labels will be shredded to render them
unrecognizable and unusable before they are discarded into the general solid waste bin as a
measure to prevent the risk of diversion or misuse. The lid to the general solid waste bin will
remain closed at all times to prevent flies, insects, escaped waste, and nuisance odors. General
waste collected in smaller bins inside the facility will be regularly emptied into the City-provided
commercial bin in order to minimize the potential for the trash to attract, harbor, or become a
breeding ground for pests, which will promote a safe, hygienic, and pleasant environment for all
clients, employees, and community members.
Recycling
Coastal will establish internal policies to encourage its employees to discard recyclable material
into the commingled recycling bin, including paper and cardboard, plastic containers (coded 1
through 7), metal and cans, and glass bottles and jars. Coastal will also take advantage of the
recycling services provided by Cold Canyon Landfill, which collects electronics and computers, 2
small appliances, batteries, lights, and other materials that can be recycled separately from
comingled recyclables.
Beyond recycling, Coastal will implement standard business practices that reduce the overall
quantity of waste that ends up in landfills. Coastal will purchase products made of recycled
materials whenever possible, such as office paper products (printer paper, envelopes, business
cards, etc) made of at least 50% post-consumer recycled materials, paper towels and toilet tissue
made of recycled content, and interior furniture and finishes made of recycled material to the
extent possible. The IT department will implement office printer default settings to double-sided
printing to reduce the use of paper. Employee break rooms will provide reusable dishes and
utensils to reduce the use of disposable products.
1 https://www.slocity.org/government/department-directory/utilities-department/garbage-recycling/solid-waste
2 http://www.coldcanyonlandfill.com/
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Hazardous Materials Plan
Cannabis Waste
The Quality Assurance department will be responsible for periodically inspecting all cannabis
goods to ensure that quality control criteria are met, as described in our Business Operations
Plan. The Quality Assurance department will quarantine all cannabis goods that do not meet
quality control criteria, returned cannabis goods, cannabis goods that are subject to a voluntary or
mandatory recall action, and other cannabis goods that may be contaminated, adulterated,
deteriorated, or otherwise not suitable for consumption or retail sale. Coastal aims to minimize
incidents involving product deterioration by implementing preventative rather than reactive
measures alone. To maintain the consistency of our quality-driven products, routine inspections
will be incorporated within daily operations. Further, information modules regarding assessing
product quality will be made readily available and easily accessible for all Coastal employees.
Destruction of Cannabis Waste
To destroy cannabis waste, cannabis product will be removed from its packaging, weighed, and
destroyed in a manner that renders the cannabis waste unusable and unrecognizable per CCR 16
5054. In accordance with CCR 16 §5054(d), all cannabis goods intended as waste will be
removed and separated from the packaging and mixed with either general landfill waste or
compostable material at a 1:1 ratio by volume. The cannabis waste and non-cannabis materials
are typically mixed together using a grinder or shredder so that the cannabis waste becomes
unusable and unrecognizable.
Handling Cannabis Waste
In keeping with CCR 16 §5054(b), cannabis waste shall be stored, managed, and disposed of in
accordance with all applicable waste management laws, including, but not limited to, Division 30
of the Public Resources Code. Cannabis waste, such as expired or adulterated products, will be
collected into a separate, secure (i.e., locked), and properly labeled disposal container located in
a limited access area, per CCR 16 §5054(c)(1). Any product intended for cannabis waste will be
tracked through our system and separated from cannabis goods not intended for waste, per CCR
16 §5054(c)(2). The disposal container will be kept securely closed and located in a
well-ventilated area to minimize the development of odors, which will subsequently allow for
easier handling of odor abatement efforts and systems. All cannabis waste will be tracked in
METRC in keeping with inventory control procedures (Business Operating Plan) and with CCR
16 §5054(f). No member of the Coastal Team will be involved in the sale of cannabis waste
defined under CCR §5000(d). In keeping with Coastal’s security plan, employees will be
monitored by the video surveillance system while handling cannabis waste to ensure compliance
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Hazardous Materials Plan
to company policy and legal regulations. Evidence of an employee-driven sale of cannabis waste
or otherwise deteriorated product will lead to immediate termination and possible criminal
prosecution. Cannabis waste shall remain in the premises until it is properly handled, prepared,
and secured in a restricted area to be collected by the City’s permitted waste hauling service, per
CCR 16 §5054(c) and CCR 16 §5054(c)(2).
Waste Tracking
All cannabis waste will be tracked in METRC in keeping with inventory control procedures,
including the weight of the cannabis waste, the weight of the general or compostable waste, and
the weight of the and resulting mixed waste. The data entered into METRC will also include the
names of the employees performing the destruction or disposal and the reason for destruction or
disposal per CCR 16 §5049(b)(7). Per CCR 16 §5037(a)(7), a record of all information entered
into the METRC system will be retained for at least 7 years. Surveillance footage for the limited
access area where the cannabis waste is stored and collected for disposal will provide further
verification of proper waste disposal practices.
Once cannabis waste has been destroyed by mixing it with other waste, it will be handled in
accordance with the provisions of CCR 16 §5054 for proper disposal. The mixed cannabis waste
will remain in a secure container located in a limited access area until scheduled pickup. As
mentioned before, Coastal will utilize San Luis Garbage Co to bring the cannabis waste to the
appropriate manned, fully permitted waste facility. The following procedures will be
implemented to document and verify the proper disposal of cannabis waste:
Notify the Bureau of the name, address, and primary contact information for the local
agency or permitted waste hauler that picks up the cannabis waste
Obtain documentation of the date and time of waste collection from the local agency or
permitted waste hauler
Obtain a copy of the certified weight ticket or other documentation confirming receipt of
the cannabis waste at the designated waste facility
Provide the Bureau with the name, address, and primary contact information for the
designated waste facility (CCR §5049(b)(7)(C))
Other Waste
Other wastes that will be rendered unusable and unrecognizable prior to disposal include labels,
containers, packaging, and any other item that could be misused by an outside party for illegal
and unauthorized purposes. These materials will be destroyed by shredding them, and may
subsequently be used as part of the 50% by volume of non-cannabis material that will be used to
render cannabis waste unusable and unrecognizable per LR 6147(17) §8(N). Although the
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Hazardous Materials Plan
destruction of packages and labels is not required under current state or local regulations, Coastal
is committed to taking all practicable measures to prevent the facilitation of unregulated, illegal
cannabis activity as a good corporate citizen and responsible industry ambassador.
Conclusion
Coastal’s goal is to establish an environmentally safe and efficient business model that takes into
consideration the health and well-being of its community and employees. As such, complying
with a comprehensive cannabis disposal procedure aligns with Coastal’s core values for
promoting quality-driven products. Coastal’s cannabis disposal procedures will be subjected to
continuous updates, rigorous reviews, and active monitoring to prevent issues rather than to
solely react to them. Overall, Coastal is dedicated to highlighting the capacity for phenomenal
success when adhering to best standards of practice as well as regulatory policy.
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
Energy Efficiency Plan
In keeping with SLOMC 17.99.050(D)(2)(e), we have developed this Energy Efficiency Plan to
ensure that we help the City’s efforts in minimizing our carbon footprint during operations. The
Monterey Bay Community Power’s community choice energy (CCE) program, now working in
conjunction with San Luis Obispo, was essentially established for one purpose: our future. We
cannot go about discussing community benefits and how we can help the individual without
addressing a Climate Action Plan of our own, as ensuring we do our part will ensure that our
competitors and fellow business operators will incorporate the same dedication to climate justice
as Coastal. There are essentially three primary factors involved in ensuring we accomplish all
this: facility structure, internal policy, and community advocacy.
Facility Design
In order to keep with the City’s CCE program, we have to start with the design of our facility.
There are three primary components when it comes to facility design and operations and
essentially all of them deal with creating the foundations for conservative use of supplies. The
first component is involved in the construction of our facility. Some operators might only start
considering environmentally-friendly policies after construction, but we are considering them
well before—down to the types of materials we will use. By buying recycled and reclaimed local
building materials, gently-used office furniture and fixtures as opposed to purchasing new ones,
and the other items mentioned more in detail below, we effectively reduce our energy and
materials consumption.
Low VOC Building Materials
First and foremost, we’re going to be keeping with our policy of promoting economic expansion
in San Luis Obispo by contracting local construction workers and project managers. In regards to
how we’re going to build a facility worthy of consideration in the city’s Climate Action Plan, the
very first thing we’re going to consider is something as seemingly trivial as paint. Low-volatile
organic compound (VOC) emitting building materials will be used to create the foundation of the
structure in addition to low VOC paint material for the walls. In this way, we are promoting the
sale of materials that are not harmful to the environment and our community.
FSC-Certified Wood
The next step involves ensuring our building materials are also eco-friendly. The lumber we use
for construction, for instance, will be Forest Stewardship Council (FSC) certified. What this
would mean is that we would do our part in helping protect fragile ecosystems, preventing illegal
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
logging, restriction of clear-cutting (i.e., removing all trees in a tract), and more importantly,
respecting native culture and economies that these logs are sourced from. It may be a more
expensive option to seek out FSC-certified building materials, but the last thing we want to do is
contribute to companies who destroy entire ecosystems for the sole purpose of profitability. It’s
not something we as a company stand by and support.
Cradle to Cradle Certified Products
Moving past the building materials, we’ve also mentioned we will ensure our furnishings are
also eco-friendly. Cradle to Cradle certified products are the furnishing equivalents of FSC
certification for lumber and building materials. These products are essentially recycled and
repurposed to be used again, which effectively helps us keeping the city’s Climate Action Plan
regarding promoting zero waste policies. Each of our EcoWorx carpet tile products, for instance,
list the number to call for five-hundred yards or more of carpet to be picked up and recycled at
no charge. This step ensures both cost efficiency and waste efficiency. Additionally, we will use
as many biodegradable products as possible to reduce waste from plastics and other harmful
material.
Parking Design
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San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
Another vital design element is parking. Something as cheap
and affordable as having bike racks can be an effective means
of promoting employees to come to work via cycling versus
driving. Additionally, we will offer discounts to those who use
public transit. Our facility will also have spare locks to
temporarily give out to employees should they, by chance,
forget their own. Aside from installing bike racks, we will also
have a parking spot dedicated to electric vehicles readily
available with a charging station, as well as additional spots
for hybrid vehicles. As time progresses and individuals
become more eco-friendly, we will expand the number of
these charging stations at our parking lot to further help promote fewer carbon emissions. These
charging stations can be bought for as low as $65 per unit. Considering the impact something as
affordable as a charging station can have, it’s well worth the price and the effort.
Carbon Offsets
Coastal is fully aware that San Luis Obispo is aiming to be carbon neutral 10 years ahead of the
rest of California. In keeping with this, Coastal will be subscribed to purchasing monthly carbon1
offsets to balance out any carbon dioxide we produce, despite the fact that we anticipate the
amount will be minimal. U.S. Carbon Offsets represent projects that reduce greenhouse gas
emissions across the United States. These projects capture, destroy, or reduce harmful
greenhouse gases emitted from sources such as animal waste, landfills, fossil fuel use, or
refrigerants. By choosing U.S. Carbon Offset option, Coastal directly supports a wide range of
innovative carbon reduction projects throughout the United States at an affordable price.
1 Nick Wilson, “SLO wants to be carbon-neutral 10 years faster than the rest of California,” The Tribune,
https://www.sanluisobispo.com/news/local/environment/article218938825.html, (Sept 24, 2018)
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
The first step prior to purchasing carbon offsets is calculating how much carbon emission we are
actually releasing due to our operations. Essentially, One Carbon Offset represents the reduction
of greenhouse gases equal to one metric ton of carbon dioxide equivalent (CO e). We will be
purchasing carbon offsets via a monthly subscription service to ensure that we are fully
balancing our CO emissions with an equivalent number of carbon offsets to maintain balance.
Environmental Internal Policies
Coastal will implement various environmental policies to reduce its environmental footprint and
promote good corporate citizenship. Coastal will work closely together with the County’s
Climate and Energy Plan. The program certifies businesses that operate in an environmentally
responsible manner. As stated before, the build-out of the facility will provide an excellent
opportunity to use green building materials and techniques. CALGreen will be used as guidance
during construction. Green, low-volatile organic compound (VOC) emitting building materials,
furnishings, and wall coverings will be used whenever possible. Aerator faucets and
ultra-low-flush or high-efficiency toilets will be installed in the facility to conserve water. The
building’s heating, ventilation, and air conditioning (HVAC) system will comply with City
regulations. It will also be designed to prevent and filter any potential cannabis odors from
escaping the building and being detected by the surrounding neighborhood. This risk of odor is
quite rare as all products are in airtight-sealed containers prior to arriving on-site. The air system
will generate negative pressure between the building interior and exterior to prevent odors from
escaping the building. The exhaust system will utilize an air filtration system with carbon filters,
ozone generators, or vapor barriers to mitigate odors.
Coastal will reduce energy consumption in several different ways. The building will be properly
insulated and window film will be applied to the windows. Programmable digital controls will be
installed for the HVAC system of 55 at night and 68 in the day. The company will purchase
energy-efficient equipment and appliances (e.g., Energy Star or EPEAT certified). Compact
fluorescent or light emitting diode (LED) lighting with dimmable ballasts and occupancy sensors
will be used. Computers and monitors will be set to hibernate when not in use. Lighting,
computers, and other electrical devices will be turned off during non-business hours.
All of our systems will be equipped with smart-software capabilities, in that they will shut off
when not active during non-operational hours, as to help in keeping with the City’s Smart City
Strategic Action Plan. We will work to reduce phantom loads and will utilize solar-hot water as
much as possible to reduce energy usage. We will install solar panels that could help offload
some of the energy and create local clean power. We will install no-flush urinals in the men’s
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
bathroom, which will also be equipped with towelless drying equipment that is certified as
eco-friendly.
Coastal is committed to establishing a recycling program and purchasing products that contain
recycled materials, whenever possible. Paper, letterhead, envelopes, business cards, and
marketing materials will all have a content of at least 50% post-consumer waste (PCW). Toilet
tissue will contain a minimum of 20% PCW and paper towels will contain a minimum of 40%
PCW. The default for printers will be set to print double-sided. Paper, plastic containers, and
aluminum cans will be recycled. Old office equipment will be taken to an electronics recycling
company. Coastal will also make every effort to compost cannabis waste, either onsite or through
a waste management company, rather than sending the waste to a landfill. Food waste will also
be composted.
Finally, all natural, preferably organic cleaners will be used to clean the building. Non-toxic,
preferably organic biocides will be used for pest control, if necessary, as a component of
Integrated Pest Management.
Environmental Activism
Coastal has established an ongoing volunteer and donation
support program with ECOSLO, as the primary sponsor of
ECOSLO’s 2019 Beach Keeper’s Program. To show
evidence of our initial and continued support, we have
donated $1,500 to jump start this year’s program. As a
sponsor, we have committed to providing 8 of our staff
members as volunteers per month, equating to 24 hours of community service. Additionally, we
have committed to a donation of $1,000 per month to help facilitate all the necessary resources
and equipment required for the Beach Keeper’s monthly clean up program and data processing.
Environmentally Conscious Business
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
Green Building Standards
Coastal will design and build its facility to meet and exceed the requirements of the California
Green Building Standards Code (CALGreen) and the California Energy Code . Coastal’s23
interior and exterior design team will incorporate a comprehensive suite of green design
elements in the remodel of its facility, including significant improvements to the existing
building infrastructure. Coastal will strive to incorporate as many criteria as possible from the
City’s CCE program to maximize the environmental sustainability of its facility build-out. The
design team will also be guided by LEED green building criteria, and Coastal intends to seek
LEED certification for its non-storefront facility if feasible based on retrofit options for the
existing building. Coastal will hire a LEED auditor to fully capture all possible retrofits and
reductions.
Coastal facility interior design elements will include:
Plumbing that conserves water and energy, including water-efficient faucets and
fountains, dual-flush toilets, and other fixtures; tankless water heaters; and insulated hot
water piping
Insulation that exceeds California Energy Code requirements, including energy-efficient
and noise-reducing cellulose or cotton batt insulation in walls and ceilings
HVAC systems with programmable thermostats and Energy Star certified4
heating/cooling equipment that exceeds California Energy Code requirements by at least
10%
Energy-efficient lighting systems fitted with Energy Star certified fixtures with dimmable
ballasts, compact fluorescent or LED bulbs, occupancy and photosensors, and timers
Skylights to improve the availability of natural light
Indoor air quality enhancements including high-efficiency HVAC filters, hard surface
flooring with no or minimal use of carpeting, no-VOC paints, low-VOC sealants and
adhesives, and furniture and finishes made from composite wood that is free of urea
formaldehyde
Furniture, countertops, and other finishes made from as much recycled content as
possible
Coastal facility exterior design elements will include:
2 California Code of Regulations, Title 24 Building Standards Code, Section 11 California Green Building Standards
Code; https://codes.iccsafe.org/public/document/details/toc/658
3 California Code of Regulations, Title 24 Building Standards Code, Section 6 California Energy Code;
https://codes.iccsafe.org/public/document/details/toc/659
4 https://www.energystar.gov/
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
Durable, low-maintenance exterior finishes made of recycled material
Exterior shading devices on south-and west-facing windows
Weather protection and moisture control for building exterior walls, foundations, exterior
doors, and entryways
Employee parking that includes designated parking for alternative fuel vehicles, EV
charging spaces, and secure bicycle parking
Landscaping that uses drought-tolerant plants and water-efficient irrigation
Outdoor lighting with light pollution reduction controls
A waste collection area that includes space for storage of recyclables and compostable
material
Installation of a rooftop photovoltaic (PV) system, or electrical conduit for a future PV
system
In addition, Coastal will select a local contractor for facility build-out who is committed to
following the mandatory and voluntary green construction practices outlined in CALGreen,
including stormwater pollution prevention and erosion control best management practices
BMPs); construction waste reduction and recycling (minimum 80% diversion from landfills);
implementing a construction air quality plan; using low-impact development (LID) strategies to
improve rainwater infiltration; employing construction techniques to maximize material
conservation and resource efficiency; choosing durable and low-maintenance construction
materials; and other green construction practices as applicable.
Sustainable Business Practices
Coastal will implement various environmental policies and practices to reduce its environmental
footprint and promote good corporate citizenship. From procurement policies that favor
purchasing recycled or sustainable materials to systems controls that favor energy efficiency, and
encouraging employees to follow behavior based practices that reduce environmental impact, it
is Coastal’s goal to operate in the most sustainable manner possible. Coastal sustainable business
practices will include the following:
The IT department will manage network resources for reduced energy consumption,
including setting printer defaults to double-sided printing and managing computers and
monitors to enter low energy states (i.e., “hibernate” or “sleep”) when idle or not in use
Lighting and electrical system timers will ensure that power is turned off or minimized
during non-business hours
Employee break rooms will include composting and recycling reusable dishes and
utensils, and provide refrigerators and cooking appliances that encourage employees to
prepare their own meals rather than depending on take-out services
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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Coastal Delivery SLO, LLC
San Luis Obispo Cannabis Commercial Business Operator Permit Application
Energy Efficiency Plan
Sustainable office and breakroom supplies will be provided, including paper products
printer paper, envelopes, notebooks, paper towels, toilet tissue, etc) that are made out of
a minimum 50% recycled content, soy or plant-based printer inks, and cleaning supplies
that are non-toxic, organic, and biodegradable
The facility waste management program will include recycling and composting, and
Coastal will work with the San Luis Obispo County Department of Public Works to
recycle electronics, batteries, ink cartridges, and hazardous materials
An employee incentive program will be implemented to encourage employees to adopt
sustainable behaviors, including eco-friendly transportation (i.e., walking, biking, public
transportation, or rideshare), practicing reduce, reuse, and recycling habits, limiting office
printing, and participating in environmental volunteer programs
Managers and employees will form a voluntary sustainability committee to continuously
educate staff on Coastal’s environmental policies, as well as look for new and creative
ways to continuously improve on Coastal’s sustainable business practices
2019 Coastal Delivery SLO, LLC. All Rights Reserved. Confidential.
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