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HomeMy WebLinkAboutIntro Only - MOM at the Pet HospitalCity of San Luis Obispo Cannabis Business Operators Permit Application Retailer Storefront (Adult-use and Medical) 2nd Location Option) January 29, 2019 Table of Contents 01. Business Operations Plan 9 01-A. Business Plan 11 Who We Are 12 Organizational Chart 16 Megan’s Markets 17 Our Mission 18 Our Values 18 Proposed Location 19 Ownership 21 Experience 46 Operation Details 47 Training 50 Advertising and Messaging 51 Social Commitments 52 Environmental Commitments 52 01-B. Community Relations Plan 53 01-C. State Licenses 55 01-D. Tax Compliance 57 Seller’s Permit 59 2014-2018 Sales Tax Returns 60 2014-2018 Employer Payroll Tax Returns 98 2014-2018 IRS Corporate Tax Returns 114 2017 IRS Personal Tax Returns 262 2018 Financial Statements 268 01-E. Insurance 279 01-F. Budget 285 01-G. Financial Capacity 287 01-H. Products & Services 305 02. Community Benefit 309 03. Education Plan 315 04. Security Plan 327 05. Lighting Plan 341 06. Site and Floor Plans 345 07. Water Efficiency Plan 359 08. Odor Control Plan 361 09. Hazardous Materials Plan 365 10. Energy Efficiency Plan 379 11. Exhibits 383 Exhibit A: Standard Operating Procedures 384 Exhibit B: Health and Safety Plan 408 Exhibit C: Example Employee Evaluation Test 419 Exhibit D: Job Specific Performance Evaluation 423 Exhibit E: Public Messaging 432 Exhibit F: Retail Employee Handbook 438 Exhibit G: Further Evidence of Compliance 470 Exhibit H: Training Manual 524 Exhibit I: Labeling Requirements 544 Exhibit J: CA Chapter 12 Packaging and Labeling 548 Exhibit K: Caldwell Signed Settlement 551 Exhibit L: Filed Request for Dismissal 553 Exhibit M: Petition Signature and Comments 556 Exhibit N: Cannabis and Me FAQs for Customers and The Public 594 4 MOM SLO LLC This page is intentionally left blank. MOM SLO LLC 5 01. Business Operations Plan Improving the health of our community with access to quality, organic cannabis. This section provides a complete overview of the Megan’s Organic Market proposal for San Luis Obispo. 01. BUSINESS OPERATIONS PLAN KEY TAKEAWAYS Trusted Local Cannabis Operators (5+ Years) Revitalization of an Underutilized Property A Team Who Values the Environment and Community 6 MOM SLO LLC Business Operations Plan delivering the best customer service in the industry, MOM quickly became one of the most respected cannabis companies on the Central Coast. MOM has also been cultivating cannabis in SLO County since 2010 using organic, sustainable agricultural practices that align with its core value of responsible stewardship. Well before there were regulations governing the cannabis industry, MOM committed to using only Organic Materials Review Institute (OMRI) certified pest control and disease management products and fertilizers. At a time when most retailers bought from numerous growers who too often used hazardous fungicides, miticides, pesticides, and petroleum derived fertilizers—almost 100% of the cannabis flowers sold through MOM’s delivery service were cultivated by MOM, thereby ensuring customer safety and product quality. Community involvement has been a central part of MOM’s company culture since its founding. From adopting a two-mile stretch of Highway 1, to sponsoring community workshops and blood drives, and even hosting a local radio show, MOM has a exemplary track record of responsible community stewardship. Additionally, Megan and Eric’s commitment to community development has led them to serve on multiple boards of directors of local non-profit organizations. The knowledge and experience Megan and Eric accumulated through their entrepreneurial cannabis projects provides MOM SLO cannabis storefront with a skilled management team that can guaranteed success. Their extensive commercial cannabis cultivation and retail delivery experience is complemented their retail storefront experience gained from Megan’s CBD Market--a shop in Morro Bay selling hemp- derived products. MOM wants to continue growing our local brand that can help form the foundation of SLO County’s cannabis industry: MOM is pursuing licenses for 5-acres of outdoor cannabis cultivation in unincorporated SLO County, a cannabis storefront and delivery service in Morro Bay, and a cannabis storefront in the City of SLO. For its SLO cannabis storefront project, MOM has assembled a completely local team, with truly local funding, which can offer the City of San Luis Obispo a world-class cannabis retail establishment. A solid track record of tax compliance, community involvement, and environmental stewardship, make MOM and the City of San Luis Obispo, the perfect match. The details of our proposal are outlined in the following application and we hope to work alongside the City as we embark on this new venture. Executive Summary Megan’s Organic Market (MOM) delivery service was founded in 2013 by Megan Souza and Eric Powers in response to the lack of verifiably organic medicine available to local medical cannabis patients. For 5 years, MOM delivery service worked hard to improve the health of SLO County residents by providing safe and reliable access to quality organic medical cannabis. With its iconically apron-clad staff MOM SLO LLC 7 01-A. BusinessPlan KEY TAKEAWAYS Locally Owned & Funded Ownership of Proposed Building Well Capitalized Well Paid Jobs Committed to Medical Products MOM is a truly local team with the experience and means to realize a top tier facility. 01. BUSINESS OPERATIONS PLAN SUBSECTION: 01-A. BUSINESS PLAN 8 MOM SLO LLC Who We Are MOM is a highly experienced, 100% local team, with 100% local funding. Megan Souza is owner of Megan’s Organic Market in Morro Bay, which opened in 2013 as a Prop. 215 medical marijuana supplier. Megan attended Shell Beach Elementary, Judkins Middle School, Arroyo Grande High School, Cuesta College, UC Santa Cruz, and Cal Poly for grad school. She holds a Bachelor of Arts degree in philosophy from UC Santa Cruz. Megan’s mother owned New Waves vintage clothing and costume store in downtown Pismo Beach, her grandmother owned Second Time Around vintage store in downtown SLO and her cousin founded (and recently sold) the popular Sally Loo’s Wholesome Cafe in SLO. Megan and partner Eric Powers worked double shifts as servers at local restaurants to fund their first medium-scale indoor grow in Cayucos starting in 2010. With the harvest, they supplied a small collective of local medical patients. Slowly, their patient list grew and the size of their cultivation along with it. In 2016, they moved to a farm in Los Osos so they could expand and grow outdoors. Their farm is in Clark Valley, with an agreeable microclimate, rich native soil and a bountiful well. As their collective grew and they supplied more and more patients’ medical cannabis needs, the need for local advocacy for cannabis users became apparent. So they hosted educational campaigns and events, made a free medicine program for patients in need, and used their large patient base as a means to scale up the small community service projects they did in their spare time. They serve on the boards of several local non-profits. Megan hosts an educational cannabis+hemp radio show, they conduct monthly highway cleanups of their adopted 2-mile stretch of Hwy 1, volunteer as election poll workers and candidate forum workers, organize and host blood drives, and donate to KCBX public radio and other local non- profits that help the community. Megan’s community involvement runs long and deep: Member – Morro Bay Chamber of Commerce Member – SLO Chamber of Commerce Donor – Morro Bay Friends of the Library Donor – Morro Bay Skateboard Museum Director – Morro Bay Neighborhood Watch Board Graduate – SLO County Citizens Planning Academy Current Participant – SLO Leadership Class of 2019 Active Member – League of Women Voters of SLO County Active Member – National Association of Women Business Owners Megan Souza MOM SLO LLC 9 Eric has been a resident of San Luis Obispo County since 1996. He has five years of local commercial cannabis retail experience and eighty years of local commercial cannabis cultivation experience. Since 2010, Eric has cultivated thousands of pounds of cannabis in SLO County, which was distributed to more than 3,000 registered local patients through the delivery service he co-founded with Megan Souza, Megan’s Organic Market. Along with Megan, Eric also co-owns Red Truck Management LLC, which possesses a Temporary Cannabis Cultivation License from the California Department of Food and Agriculture for local outdoor cultivation in Los Osos. Red Truck Management LLC has also applied for a license for a 3-acre outdoor cultivation site in Shandon, CA. Eric also serves as treasurer of the Board of Directors for the Morro Bay Neighborhood Watch Association, and is a passionate advocate for sustainable agriculture. Melissa is the fifth generation of her family to be born and raised on the Central Coast. Her family has been in the real estate and small business ownership industry since migrating to the area in a covered wagon during the Gold Rush. Following in her family’s entrepreneurial spirit, Melissa attended cosmetology school immediately after graduating from Atascadero High School. She paired her newly earned cosmetology degree with her strong work ethic and business savvy, and went on to have a thriving hairstylist practice for more than 22 years, owning and operating her own salon for six of those years. Now living in SLO and raising her daughter with husband Levi, Melissa is looking forward to taking her entrepreneurial drive and business savvy and applying it to the emerging cannabis industry in her hometown. She wants people to understand the opportunities and possibilities that are associated with this industry, and is ready to see it lose its negative stigma to become more widely accepted. Melissa will work in the Operational Division of the dispensary, applying her experience and skillset to the storefront layout and design, and to creating a welcoming and positive customer experience. Eric Powers Melissa Seligman 10 MOM SLO LLC Board Certified Lactation Consultant (IBCLC), offering lactation support and education to new parents, and teaching educational classes at the Santa Lucia Birth Center. Lindsey also volunteers with the Central Coast Breastfeeding Coalition. For the past 8 years, through her work with this organization, she has helped educate other care providers on patient care and best practices, offered community outreach and education, organized breastmilk donation drives, been an advocate for and recognized breastfeeding-friendly workplaces, and hosted a monthly post-partum support group for new moms. Lindsey will hold educational workshops for the San Luis Obispo dispensary, applying the knowledge and experience she has gained through her lactation consultant advocacy work to the cannabis industry. She has seen first-hand how cannabis can be used to treat a variety of malaise; throughout he mother’s cancer treatment, Lindsey educated herself on how cannabis can supplement traditional pharmaceuticals to treat insomnia and anxiety. Lindsey’s brother, paralyzed from the waist down as the result of a motorcycle accident, uses cannabis to minimize his paralysis-induced muscle spasms. She believes many of the stigmas associated with the cannabis industry can be dispelled through outreach and education, and looks forward to the opportunity to further serve the community through this new industry. Amanda has been a resident of San Luis Obispo County since 2006. She has two years of local retail cannabis experience. As a single mother raising three children in SLO County, making ends meet has often meant juggling three jobs at a time. Equity interest in MOMSLO INC is a life-changing opportunity for Amanda and her family. While employed by Megan’s Organic Market, Amanda developed a passion for helping people manage pain, detox from addictive prescription medications and reclaim their lives from anxiety and depression. Amanda also owns her own local business, Amanda Valena Photography. Amanda Valena Lindsey Law Lindsey comes from a long line of San Luis Obispo area locals. Her mother’s family immigrated here and received the first Spanish land grant in all of California. And most of her family is still local, including her parents, grandmother, aunts and uncles, cousins, and siblings. So when it was time for Lindsey to raise her own family, she knew San Luis Obispo was the place she wanted to settle down. Now a mother of 4, Lindsey has planted her own family’s roots here in SLO. She founded and operates her own business as an International MOM SLO LLC 11 Levi Seligman is one of the principal property owners behind this application. Levi arrived in SLO in 1998 to attend Cal Poly, where he earned a degree in Construction Management. He’s married to Melissa Seligman and they have a 3-month old daughter, Blaire Nissa Seligman. He bought his first property in 1999, and his passion has always been to work with the land and have the land work for him. After working for himself for many years, Levi decided to help people obtain their own land and joined forces with Acquire Mortgage and Real Estate Inc., located in SLO. Acquire has the unique ability to streamline property purchases by simultaneously handling the financing and real estate transaction. This ability to complete everything all under one roof is the main reason Levi became a partner in Acquire Mortgage. Levi also owns many SLO County properties including: Keith Sweeney is one of the principal property owners behind this application. An immigrant from Ireland, Keith has been working on commercial real estate investments and business projects in the City of SLO for the past decade. Keith attended technical college in Dublin, Ireland, before moving to San Francisco and starting in the commercial property business as a plumbing contractor. He owned and operated Sweeney Plumbing for 19 years. Keith then relocated to SLO, where he married and started his family. He and wife, Lindsey Law, have 4 young children. Keith has a strong sense of loyalty and takes pride in his community and the relationships that he builds. His passion is in creating successful partnerships and introductions that will ultimately benefit his family, friends, partners, and the community as a whole. Levi Seligman Keith Sweeney 14 MOM SLO LLC Megan’s Markets is on a mission to redefine society’s relationship with cannabis and hemp through responsible stewardship. We’re con- tinually seeking market opportunities to im- prove the health of others and our community through education, awareness, and access to sustainable, high-quality cannabis and hemp products. Our Mission Tagline: Making Cannabis Wholesome Our Values Making the world a better place starts with the community we live in. MOM is dedicated to charitable causes and doing good. Community MOM is committed to a high level of corporate responsibility, setting a standard for this new and emerging industry. Stewardship Business and the community benefit from a more educated world. MOM strives to spread knowledge and understanding. Education Based on our values, MOM makes decisions holistically, considering the impacts to the community and the environment in addition to profit. MOM SLO LLC 15 Proposed Location Overview MOM proposes a medical & adult-use cannabis retail storefront at 300 Higuera St, San Luis Obispo, CA 93401. The C-R zoned site is located in the SLO City Cannabis Zone: Mid-Higuera Overlay Area and is therefore land use compliant. The underutilized site is the former home of the “O’Connor Pet Hospital” and is currently vacant. Levi Seligman, a principal of MOM SLO LLC has obtained ownership of the property, giving MOM majority control. A complete overhaul of the property is proposed, including but not limited to: Complete facade rehabilitation and major interior renovations Improved parking lot with ample parking A Net Zero Energy project through solar and energy efficient fixtures Two electric vehicle car chargers and a bike rack Dark sky” compliant exterior lighting Rain water recapture system Potential for future affordable housing development Please see Section 6: Site and Floor Plans for more detailed information and a complete set of building renderings. Before After MOM ‘s vision for the property is a project that will significantly improve this major coordinator of the city. It is an upscale, world-class cannabis retail facility that the city can be proud of. With commitments to Net Zero Energy, electric vehicle chargers, a bike rack, LED lighting (see Section 5: Lighting Plan for more information), drought tolerant landscaping, and rainwater recapture, this project is also in alignment with San Luis Obispo’s climate action goals. The facility plans coupled with MOM’s extensive experience and local roots provide for an unmatched customer experience that is emblematic of SLO’s high standards.