Massachusetts Cannabis Control Commission
Marijuana Retailer
General Information:
License Number: MR281793
Original Issued Date: 03/29/2019
Issued Date: 03/11/2021
Expiration Date: 03/29/2022
ABOUT THE MARIJUANA ESTABLISHMENT
Business Legal Name: Green Biz LLC
Phone Number: 515-460-8350 Email Address: [email protected]
Business Address 1: 34 Bridge St Business Address 2:
Business City: Northampton Business State: MA Business Zip Code: 01060
Mailing Address 1: 34 Bridge St Mailing Address 2:
Mailing City: Northampton Mailing State: MA Mailing Zip Code: 01060
CERTIFIED DISADVANTAGED BUSINESS ENTERPRISES (DBES)
Certied Disadvantaged Business Enterprises (DBEs): Minority-Owned Business
PRIORITY APPLICANT
Priority Applicant: no
Priority Applicant Type: Not a Priority Applicant
Economic Empowerment Applicant Certication Number:
RMD Priority Certication Number:
RMD INFORMATION
Name of RMD:
Department of Public Health RMD Registration Number:
Operational and Registration Status:
To your knowledge, is the existing RMD certicate of registration in good
standing?:
If no, describe the circumstances below:
PERSONS WITH DIRECT OR INDIRECT AUTHORITY
Person with Direct or Indirect Authority 1
Percentage Of Ownership: 100 Percentage Of Control: 100
Role: Owner / Partner Other Role:
First Name: Hai Qing Last Name: Huang Sux:
Gender: Male User Dened Gender:
Date generated: 03/25/2021 Page: 1 of 9
What is this person's race or ethnicity?: Asian (Chinese, Filipino, Asian Indian, Vietnamese, Korean, Japanese)
Specify Race or Ethnicity:
Person with Direct or Indirect Authority 2
Percentage Of Ownership: Percentage Of Control:
Role: Manager Other Role:
First Name: Jack Last Name: Carney Sux:
Gender: Male User Dened Gender:
What is this person's race or ethnicity?: White (German, Irish, English, Italian, Polish, French)
Specify Race or Ethnicity:
ENTITIES WITH DIRECT OR INDIRECT AUTHORITY
No records found
CLOSE ASSOCIATES AND MEMBERS
No records found
CAPITAL RESOURCES - INDIVIDUALS
Individual Contributing Capital 1
First Name: Wen Bing Last Name: Huang Sux:
Types of Capital: Monetary/Equity Other Type of Capital: Total Value of the Capital Provided: $100000 Percentage of Initial Capital: 100
Capital Attestation: Yes
CAPITAL RESOURCES - ENTITIES
No records found
BUSINESS INTERESTS IN OTHER STATES OR COUNTRIES
Business Interest in Other State 1
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: BOLUN Owner Last Name: Huang Owner Sux:
Entity Legal Name: E & E Investment Group LLC Entity DBA:
Entity Description: Investment Group
Entity Phone:
248-705-0988
Entity Email:
Entity Website:
Entity Address 1: 9100 E Marginal Way S Entity Address 2:
Entity City: Tukwila Entity State: WA Entity Zip Code: 98108 Entity Country: USA
Entity Mailing Address 1: 9100 E Marginal Way S Entity Mailing Address 2:
Entity Mailing City: Tukwila Entity Mailing State: WA Entity Mailing Zip Code:
98108
Entity Mailing Country:
USA
Business Interest in Other State 2
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Hai Owner Last Name: Huang Owner Sux:
Entity Legal Name: POS TECH LLC Entity DBA:
Entity Description: Point of Sale Technologies
Entity Phone: 248-705-0988 Entity Email:
Entity Website:
Entity Address 1: 9100 E Marginal Way S Entity Address 2:
Date generated: 03/25/2021 Page: 2 of 9
Entity City: Tukwila Entity State: WA Entity Zip Code: 98108 Entity Country: USA
Entity Mailing Address 1: 9100 E Marginal Way S Entity Mailing Address 2:
Entity Mailing City: Tukwila Entity Mailing State: WA Entity Mailing Zip Code:
98108
Entity Mailing Country:
USA
Business Interest in Other State 3
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Hai Qing Owner Last Name: Huang Owner Sux:
Entity Legal Name: NW GARDEN SUPPLY LLC Entity DBA:
Entity Description: Wholesale and Retail Sales
Entity Phone: 248-705-0988 Entity Email:
Entity Website:
Entity Address 1: 13400 Interurban Ave S Entity Address 2:
Entity City: Tukwila Entity State: WA Entity Zip Code: 98168 Entity Country: USA
Entity Mailing Address 1: 13400 Interurban Ave S Entity Mailing Address 2:
Entity Mailing City: Tukwila Entity Mailing State: WA Entity Mailing Zip Code:
98168
Entity Mailing Country:
USA
Business Interest in Other State 4
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Bo Lun Owner Last Name: Huang Owner Sux:
Entity Legal Name: Green Rush Investment LLC Entity DBA:
Entity Description: Marijuana Retail
Entity Phone: 248-705-0988 Entity Email:
Entity Website:
Entity Address 1: 1123 SE SLEATER KINNEY RD Entity Address 2:
Entity City: Lacey Entity State: WA Entity Zip Code: 98503 Entity Country: USA
Entity Mailing Address 1: 1123 SE SLEATER KINNEY RD Entity Mailing Address 2:
Entity Mailing City: Lacey Entity Mailing State: WA Entity Mailing Zip Code:
98503
Entity Mailing Country:
USA
Business Interest in Other State 5
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Hai Qing Owner Last Name: Huang Owner Sux:
Entity Legal Name: GREEN RUSH PRODUCTION LLC Entity DBA:
Entity Description: Manufacturing
Entity Phone: 248-705-0988 Entity Email:
Entity Website:
Entity Address 1: 13400 INTERURBAN AVE S Entity Address 2:
Entity City: Tukwila Entity State: WA Entity Zip Code: 98168 Entity Country: USA
Entity Mailing Address 1: 13400 INTERURBAN AVE S Entity Mailing Address 2:
Entity Mailing City: Tukwila Entity Mailing State: WA Entity Mailing Zip Code:
98168
Entity Mailing Country:
USA
Business Interest in Other State 6
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Date generated: 03/25/2021 Page: 3 of 9
Owner First Name: Bo Lun Owner Last Name: Huang Owner Sux:
Entity Legal Name: NEW ERA GROUP INC Entity DBA:
Entity Description: Investments and Data Information Technologies
Entity Phone:
248-705-0988
Entity Email:
Entity Website:
Entity Address 1: 6790 28th Ave S Entity Address 2:
Entity City: Seattle Entity State: WA Entity Zip Code: 98108 Entity Country: USA
Entity Mailing Address 1: 6790 28th Ave S Entity Mailing Address 2:
Entity Mailing City: Seattle Entity Mailing State: WA Entity Mailing Zip Code:
98108
Entity Mailing Country:
USA
Business Interest in Other State 7
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Bolun Owner Last Name: Huang Owner Sux:
Entity Legal Name: GREEN RUSH BO LLC Entity DBA:
Entity Description: Retail and Cultivation
Entity Phone: 248-705-0988 Entity Email:
Entity Website:
Entity Address 1: 12903 NE AIRPORT WAY Entity Address 2:
Entity City: 97230 Entity State: OR Entity Zip Code: 97230 Entity Country: USA
Entity Mailing Address 1: 12903 NE AIRPORT WAY Entity Mailing Address 2:
Entity Mailing City: 97230 Entity Mailing State: OR Entity Mailing Zip Code:
97230
Entity Mailing Country:
USA
Business Interest in Other State 8
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Bolun Owner Last Name: Huang Owner Sux:
Entity Legal Name: VITAL ENVIRONMENTAL BIOTECH LLC Entity DBA:
Entity Description: Manufacturing
Entity Phone: 425-931-5532 Entity Email:
Entity Website:
Entity Address 1: 6790 28th Ave S Entity Address 2:
Entity City: Seattle Entity State: WA Entity Zip Code: 98108 Entity Country: USA
Entity Mailing Address 1: 6790 28th Ave S Entity Mailing Address 2:
Entity Mailing City: Seattle Entity Mailing State: WA Entity Mailing Zip Code:
98108
Entity Mailing Country:
USA
Business Interest in Other State 9
Business Interest of an Owner or the Marijuana Establishment: Business Interest of an Owner
Owner First Name: Hai Qing Owner Last Name: Huang Owner Sux:
Entity Legal Name: Hydro 4 Less LLC Entity DBA:
Entity Description: Garden Wholesales
Entity Phone: 248-705-0988 Entity Email:
Entity Website:
Entity Address 1: 12903 NE AIRPORT WAY Entity Address 2:
Entity City: Portland Entity State: OR Entity Zip Code: 97230 Entity Country: USA
Date generated: 03/25/2021 Page: 4 of 9
Entity Mailing Address 1: 12903 NE AIRPORT WAY Entity Mailing Address 2:
Entity Mailing City: Portland Entity Mailing State: OR Entity Mailing Zip Code:
97230
Entity Mailing Country:
USA
DISCLOSURE OF INDIVIDUAL INTERESTS
Individual 1
First Name: Hai Qing Last Name: Huang Sux:
Marijuana Establishment Name: Green Biz LLC Business Type: Marijuana Retailer
Marijuana Establishment City: Northampton Marijuana Establishment State: MA
Individual 2
First Name: Jack Last Name: Carney Sux:
Marijuana Establishment Name: Green Biz LLC Business Type: Marijuana Retailer
Marijuana Establishment City: Northampton Marijuana Establishment State: MA
Individual 3
First Name: Wen Bing Last Name: Huang Sux:
Marijuana Establishment Name: Green Biz LLC Business Type: Marijuana Retailer
Marijuana Establishment City: Northampton Marijuana Establishment State: MA
MARIJUANA ESTABLISHMENT PROPERTY DETAILS
Establishment Address 1: 34 Bridge St
Establishment Address 2:
Establishment City: Northampton Establishment Zip Code: 01060
Approximate square footage of the establishment: 1700 How many abutters does this property have?: 34
Have all property abutters been notied of the intent to open a Marijuana Establishment at this address?: Yes
HOST COMMUNITY INFORMATION
Host Community Documentation:
Document Category Document Name Type ID Upload
Date
Certication of Host Community
Agreement
HCA-Attestation-Signed.pdf pdf 5ba91aede39a5e62fe051007 09/24/2018
Community Outreach Meeting
Documentation
NorhamCommOutreachAttestation.pdf pdf 5ba91b40c5b78d6cdece02f0 09/24/2018
Plan to Remain Compliant with Local
Zoning
Northam Plan to Remain
Compliant.pdf
pdf 5ba91e4a4cfbe26336424b77 09/24/2018
Total amount of nancial benets accruing to the municipality as a result of the host community agreement. If the total amount is
zero, please enter zero and provide documentation explaining this number.: $38517.76
PLAN FOR POSITIVE IMPACT
Plan to Positively Impact Areas of Disproportionate Impact:
Document Category Document Name Type ID Upload Date
Plan for Positive Impact 34BridgeStPositiveImpactPlan.pdf pdf 5c2e33616f99f37acbf30b85 01/03/2019
Date generated: 03/25/2021 Page: 5 of 9
ADDITIONAL INFORMATION NOTIFICATION
Notication: I understand
INDIVIDUAL BACKGROUND INFORMATION
Individual Background Information 1
Role: Other Role:
First Name: Hai Qing Last Name: Huang Sux:
RMD Association: Not associated with an RMD
Background Question: no
Individual Background Information 2
Role: Other Role:
First Name: Jack Last Name: Carney Sux:
RMD Association: Not associated with an RMD
Background Question: no
Individual Background Information 3
Role: Other Role:
First Name: Wen Bing Last Name: Huang Sux:
RMD Association: Not associated with an RMD
Background Question: no
ENTITY BACKGROUND CHECK INFORMATION
No records found
MASSACHUSETTS BUSINESS REGISTRATION
Required Business Documentation:
Document Category Document Name Type ID Upload
Date
Articles of Organization GreenBizCerticateOfOrganization.pdf pdf 5ba93a934cfbe26336424bec 09/24/2018
Department of Revenue -
Certicate of Good standing
DORCerticateofGoodStandingGreenBiz.pdf pdf 5ba93aa747325a63402894f3 09/24/2018
Secretary of Commonwealth -
Certicate of Good Standing
CerticateofGoodStandingGreenBizLLC.pdf pdf 5ba93ab44cfbe26336424bf0 09/24/2018
Bylaws Green Biz LLC Bylaws.pdf pdf 5ba93add9d77de63182270b1 09/24/2018
Certicates of Good Standing:
Document Category Document Name Type ID Upload
Date
Secretary of Commonwealth - Certicate of
Good Standing
Cert Good Standing SOS
1.16.21.pdf
pdf 6003035eeb00b107e4546f75 01/16/2021
Department of Revenue - Certicate of Good
standing
GoodStandingDOR.pdf pdf 6003035fe767d307ceee65e6 01/16/2021
Department of Unemployment Assistance -
Certicate of Good standing
GoodStandingUEA.pdf pdf 6003036144f61c07f6800fa3 01/16/2021
Massachusetts Business Identication Number: 001319829
Doing-Business-As Name: Jack's Cannabis Company
Date generated: 03/25/2021 Page: 6 of 9
DBA Registration City: Northampton
BUSINESS PLAN
Business Plan Documentation:
Document Category Document Name Type ID Upload Date
Business Plan BusinessPlanNorthampton.pdf pdf 5ba93b04f081906304afde1b 09/24/2018
Plan for Liability Insurance PlanForLiabilityInsurance34BridgeSt.pdf pdf 5e10d75c2f1a065311398084 01/04/2020
Proposed Timeline Proposed Timeline for Operation.pdf pdf 5e2209c14121de06bd3dd6aa 01/17/2020
OPERATING POLICIES AND PROCEDURES
Policies and Procedures Documentation:
Document Category Document Name Type ID Upload
Date
Restricting Access to age
21 and older
Restricting Access to 21+.pdf pdf 6003053b841ecf07f32ad0fc 01/16/2021
Security plan Security Plan.pdf pdf 6003054c841ecf07f32ad100 01/16/2021
Prevention of diversion Prevention of Diversion.pdf pdf 6003055989d382080d8efdd5 01/16/2021
Storage of marijuana Storage Of Marijuana.pdf pdf 600305642027b107e8dcaf8b 01/16/2021
Transportation of
marijuana
Transportation Plan.pdf pdf 6003057260fc2607ca6af981 01/16/2021
Inventory procedures Inventory Management.pdf pdf 60030584b11eae07c3c5a7c7 01/16/2021
Quality control and testing Product Quality Control & Testing.pdf pdf 60030596eb00b107e4546f81 01/16/2021
Quality control and testing Facilities Quality Control & Sanitation.pdf pdf 6003059f44f61c07f6800faf 01/16/2021
Dispensing procedures Dispensing Procedures.pdf pdf 600305bd841ecf07f32ad104 01/16/2021
Personnel policies
including background
checks
PersonnelPoliciesOperatingProcedures34Bridge.pdf pdf 600305cf89d382080d8efdd9 01/16/2021
Record Keeping
procedures
Record Keeping Procedures.pdf pdf 600305dd2027b107e8dcaf8f 01/16/2021
Maintaining of nancial
records
Maintenance of Financial Records.pdf pdf 600305e960fc2607ca6af985 01/16/2021
Diversity plan Diversity Plan 4.23.20.pdf pdf 60030620e826e207c07ddb16 01/16/2021
Qualications and training Qualications & Agent Training.pdf pdf 60030636841ecf07f32ad108 01/16/2021
MARIJUANA RETAILER SPECIFIC REQUIREMENTS
No documents uploaded
No documents uploaded
ATTESTATIONS
I certify that no additional entities or individuals meeting the requirement set forth in 935 CMR 500.101(1)(b)(1) or 935 CMR 500.101(2)(c)(1)
have been omitted by the applicant from any marijuana establishment application(s) for licensure submitted to the Cannabis Control
Commission.: I Agree
Date generated: 03/25/2021 Page: 7 of 9
I understand that the regulations stated above require an applicant for licensure to list all executives, managers, persons or entities having direct
or indirect authority over the management, policies, security operations or cultivation operations of the Marijuana Establishment; close
associates and members of the applicant, if any; and a list of all persons or entities contributing 10% or more of the initial capital to operate the
Marijuana Establishment including capital that is in the form of land or buildings.: I Agree
I certify that any entities who are required to be listed by the regulations above do not include any omitted individuals, who by themselves, would
be required to be listed individually in any marijuana establishment application(s) for licensure submitted to the Cannabis Control Commission.:
I Agree
Notication: I Understand
I certify that any changes in ownership or control, location, or name will be made pursuant to a separate process, as required under 935 CMR
500.104(1), and none of those changes have occurred in this application.: I Agree
I certify that to the best knowledge of any of the individuals listed within this application, there are no background events that have arisen since
the issuance of the establishment’s nal license that would raise suitability issues in accordance with 935 CMR 500.801.: I Agree
I certify that all information contained within this renewal application is complete and true.: I Agree
ADDITIONAL INFORMATION NOTIFICATION
Notication: I Understand
COMPLIANCE WITH POSITIVE IMPACT PLAN
Progress or Success Goal 1
Description of Progress or Success: We have been in business now for about 6 months and have started to make progress on our annual goals
in our Positive Impact Plan. Our plan has been impacted by the pandemic, but we have made adjustments that we believe have allowed us to
continue to work towards our goals while dealing with the circumstantial changes that we did not anticipate when we created the goals. For
instance, the rst adjustment we have made is in regards to our goal of providing 100 employee hours to the Friends & Family Outreach of
Amherst's Not Bread Alone soup kitchen organization - as concerns were expressed from both parties regarding having our employees attend
the soup kitchens to assist with the program. Due to this, we provided a nancial contribution to the soup kitchen that equaled the cost we
would incur from our commitment of 100 hours of our employee's time to the kitchen. FOA appreciated this compromise and have informed us
the funds have been very helpful. We have an additional commitment to FOA to provide an additional $5000 annual contribution & a fundraiser
like a winter coat drive or back to school clothes/supply drive which we have no completed yet, but will do so within the next 5-6 months. We are
also included on FOA's email list for assisting family's in need with any supplies they made need. For example, we received an email last month
that a single mother was in need of a child's car seat - we responded within 5-10 minutes of receiving the email, but unfortunately another party
beat us to the punch - we continue to be on this email list.
Our second goal was to reach out to the City of Holyoke when hiring by holding job workshops. This is another example of how the
circumstances the pandemic has presented has created hurdles for us in achieving the goals laid out in our plan. Regardless, we did hold a job
workshop at the Holyoke Public Library in February before the pandemic began and made one hire from the event. Since the event the pandemic
has become an issue with regards to holding public events in Holyoke as it has had a high positivity rate throughout the pandemic. We will
continue to commit to this goal and resume the job fairs once public restrictions are removed and allow for in person gatherings. In the time
being we will continue to consider alternative options for these public gatherings.
Our nal goal was intended to allow us to maintain a positive relationship with the residents of the city we operate in by holding community
workshops where we would inform the attendees of changes to our establishment's operating policies/procedures that the customers may be
interested in as well as to update them on state regulations regarding the cannabis industry to serve as public awareness supporters. The 6
month of operations mark was when we intended to hold this meeting, but with the pandemic being at its perceived peak at this current time, we
will wait to hold this meeting until this have settled down with regards to the positivity rate of the virus in the area. We intend to hold the meeting
within the next 6 months, otherwise we will try and nd an alternative solution to reach our goal.
COMPLIANCE WITH DIVERSITY PLAN
Diversity Progress or Success 1
Description of Progress or Success: Our rst goal was to educate hiring staff by covering the cost for them to attend a course offered by the
University of Purdue. This course is titled "Understanding Diversity & Inclusion" and goes over several topics relating to how to promote diverse
and inclusive spaces. As of the time of this submission we have 3 members of our organization who have completed the course and have
Date generated: 03/25/2021 Page: 8 of 9
earned a certicate of completion from the University of Purdue. Only one of these individuals has been involved in the hiring process thus far,
but the other 2 are now eligible per our plan and SOPs to be apart of the hiring process. We have a 4th individual taking the course currently. Of
the 31 employees at both of our locations 22 of these employees belong to at least one minority demographic group, so 70% of our employment
is made up of individuals that belong to a minority group. Our business also maintains minority ownership. We are happy to have successfully
created an inclusive and diverse workspace and will continue to work to uphold this goal.
Our second goal was to utilize a minority publication to advertise our job opportunities to make the opportunities available to a more diverse
audience than if we were to just use traditional hiring practices. We chose to advertise in the African American Point of View and although we
have made advertisements in this publication in the months of October & November, we have not yet made a hire that is related to the ads in this
publication. We hope to receive a response to one of the ads and make a hire that can be traced to these advertisements in the next 6 months.
Our third goal is to offer non-expertise positions that would be made available to individuals who do not have the experience to qualify them for
a position, but allows them to start in a position which bears little responsibility so they may gain experience at our establishment before we
provide them with more responsibilities in their every day job duties.
HOURS OF OPERATION
Monday From: 10:00 AM Monday To: 8:00 PM
Tuesday From: 10:00 AM Tuesday To: 8:00 PM
Wednesday From: 10:00 AM Wednesday To: 8:00 PM
Thursday From: 10:00 AM Thursday To: 8:00 PM
Friday From: 10:00 AM Friday To: 10:00 PM
Saturday From: 10:00 AM Saturday To: 10:00 PM
Sunday From: 12:00 PM Sunday To: 8:00 PM
Date generated: 03/25/2021 Page: 9 of 9
Plan%to%Remain%Compliant%%
With%Local%Zoning%
%
We#have#worked#closely#with#the#City#of#Northampton’s#Mayor’s#Office,#
Planning#Department,#and#Building#Dep ar tment#throughout#the#process#
leading#up#to#the#completion#of#this#application.#We #have #every #
intention#of#contin uin g #th is #p osit ive #rel a tio ns h ip#with#the#commu nit y#
and#have#even#met#with#additional#entities#in#the#city#that#were#not#
required#for#this#application#(Police#Chief#and#etc) .#We#will#renew#our#
zoning#permit#as#required#by#the#city#and#will#cooperate#to#our#best#
ability#to#adjust#to#any#changes#that#are#made#in#regards#to#the#city’s#
zoning#procedures#while#we#continue#to#do#business#in#Northam pton .#
Re: Annual Cost Request
Hi Jack,
Thanks for checking in. Your establishment has not imposed any costs on the City of Northampton.
Best regards,
Annie
On Sat, Jan 16, 2021 at 10:13 AM Jack Carney <[email protected]> wrote:
--
Office of Mayor David J. Narkewicz
City of Northampton
210 Main Street, Room 12
Northampton MA 01060
413-587-1249 phone
413-587-1275 fax
www.northamptonma.gov
TLS
Tue, 19 Jan 2021 11:56:52 AM -0500
MA
Mayor of Northampton Mass. <[email protected]>
To
"Jack Carney" <[email protected]>
Cc
"alesko" <[email protected]>
Tags
Security
Learn more
Plans&for&Positive&Impact&
!
Our!LLC!intends!to!be!active!in!the!community!by!sponsoring!community!events!and!
being!a!proponent!of!safe!and!responsible!consumption.!When!appropriate!and!
possible,!we!would!also!like!to!hold!our!own!events!(fundraisers,!outreach!meetings,!
and!workshops).!These!events!will!bring!business!to!town,!raise!money!for!the!
community,!and!also!bring!the!community!together.!We!can!use!these!events!to!
educate!the!public!on!cannabis!and!responsible!consumption!methods!as!well!as!
open!doors!of!opportunity!to!members!of!the!community.!This!is!a!very!new!
industry!and!the!more!information!we!can!deliver!to!the!public,!the!better.!Our!LLC!
also!intends!to!run!informational!advertising!campaigns,!where!we!will!pay!to!host!
ads!that!inform!the!public!of!cannabis!facts!and!statistics.!This!can!relate!to!
informing!the!public!of!how!cannabis!works!in!our!bodies,!how!cannabis!can!help!
them,!what!they!should!do!to!protect!themselves!from!potential!cannabis!harms,!
and!statistics!of!how!cannabis!is!effecting!different!issues!we!have!in!Massachusetts!
and!nationwide.!!
!
In!addition,!our!intention!is!to!be!a!fair!employer!when!dealing!with!job!applicants,!
and!we!will!not!discriminate!against!those!with!petty!cannabis!crimes.!Along!with!
that,!we!also!intend!to!inform!the!public,!to!the!best!of!our!ability,!of!how!cannabis!
can!help!them!and!what!they!can!do!to!practice!the!healthiest!and!safest!
consumption!methods.!An!informed!community!is!our!ultimate!goal.!We!hope!our!
fundraising!events!can!also!assist!in!improving!the!quality!of!life!in!the!community!
by!raising!funds!to!donate!to!different!organizations!that!benefit!the!community.!
!
The$event$will$adhere$to$requirements$set$forth$in$935$CMR$500.105(4)$relating$to$
advertising,$branding,$marketing,$and$sponsorship$practices.$
!
The$event$will$not$have$a$conflict$with$the$regulations$relating$to$limitations$on$
ownership$or$control$or$any$other$applicable$state$laws.$
!
!
Our&Goals:&
&
1. Positively!impact!the!surrounding!community.!
2. Raise!awareness!on!the!effects!of!cannabis,!proper!use,!and!knowledge!of!the!
regulations!in!Massachusetts.!
3. Offer!financial!assistance!to!those!looking!to!obtain!a!job!at!our!
establishment!by!providing!a!program!to!pay!for!their!marijuana!agent!fees.!
4. Become!a!leader!in!advancing!the!community!and!striving!for!improvements!
in!the!community!in!multiple!regards.!
5. Promote!and!welcome!community!engagement!with!our!establishment.!
!
!
!
Programs:&
&
The!following!programs!have!been!designed!to!achieve!the!goals!previously!laid!
forth.!
&
1. Our!establishment!intends!to!allocate!funds!to!a!yearly!fund-raising!event!to!
be!held!in!the!city.!Other!local!cannabis!companies!will!be!invited!to!chip!in!
to!improve!the!functions!at!the!event!as!well!as!make!any!contribution!of!
funds!(this!could!be!an!agreement!to!donate!a!%!of!the!total!amount!of!funds!
raised!during!the!event,!or!some!other!type!of!contribution).!!
a. The!event!will!be!either!a!concert!or!show!of!some!sort,!like!a!comedy!
show!or!music!concert.!The!type!of!show!will!depend!on!the!type!of!
talent!we!are!able!to!book,!who!has!been!in!the!area!lately,!and!what!
we!believe!the!community!would!most!like!to!see.!The!type!of!music!
or!comedy!act!will!vary,!but!will!be!directed!towards!as!broad!of!an!
audience!as!possible!to!make!the!event!appealing!to!multiple!age!
groups!to!increase!turnout.!For!example,!the!event!will!not!be!
targeted!at!a!certain!age!group,!like!college!students.!Tickets!or!an!
entry!fee!will!be!charged!and!80%!of!the!proceeds!will!be!donated.!
Drinks!and!food!may!also!be!served!and!a!portion!of!these!proceeds!
will!also!be!donated.!!
b. The!event!will!feature!a!booth!from!our!establishment!with!some!of!
our!agents,!volunteers,!and!representatives!present!to!hand!out!fliers!
promoting!information!relating!to!cannabis!regulations,!statistics,!and!
facts!to!promote!knowledge!on!cannabis!in!the!community.&This&will&
give&us&a&chance&to&distribute&information&(similar&to&the&
pamphlets&we&have&at&our&store)&to&individuals&that&may¬&
frequent&our&store&and&are&unaware&of&the&information&we&
provide&through&brochures&at&our&storefront.!Other!licensed!
cannabis!establishments!in!the!community!will!be!welcome!to!be!
apart!of!the!event!and!have!their!own!booths!as!well.!We!may!charge!
these!companies!to!have!booths!and!the!funds!can!be!added!to!the!
pool!of!funds!that!will!be!donated!back!to!the!community.!
c. A!board!will!be!created!consisting!of!members!of!the!community!and!
our!administrators!to!determine!where!the!funds!will!be!donated.!
i. The!funds!must!be!donated!to!a!not-for-profit!entity!OR!
1. A!local!school!or!the!public!school!system.!–$
Northampton$Public$Schools$
2. A!rehabilitation!facility.!–$Hairston$House$(Gandara)$OR$
Grace$House!
3. A!local!community!organization!with!administrators!
from!the!community.!–$United$Way$of$Hampshire$County!
4. Local!law!enforcement!or!another!community!faculty.!–$
Northampton$Police$Department/Police$Association$!
ii. All!of!these!entities!have!been!contacted!and!would!be!grateful!
to!receive!the!donation!if!chosen!by!our!board.!We!also!have!
meetings!set!up!with!United!Way!of!Hampshire!County!and!
Hairston!House!to!visit!with!them!to!see!first!hand!the!work!
they!do!to!better!assess!these!entities.!We!have!also!met!with!
the!police!department!and!will!continue!to!work!closely!with!
them!while!we!work!in!Northampton.!
iii. Entities!not!listed!above!will!still!be!considered.!The!entities!
above!are!entities!we!have!reached!out!to!and!have!interest!in!
donating!the!funds!to!–!but,!this!does!not!mean!they!will!be!the!
only!ones!considered.!
d. Furthermore,!in!our!agreement!with!the!city,!we!are!voluntarily!
donating!$10,000/year!to!a!local!non-profit!organization.!The!group!
that!we!decide!to!donate!these!funds!to!will!be!determined!as!laid!out!
in!“c”!above.!These!funds!are&in&addition!to!the!fundraiser!event!we!
will!be!holding.!
e. The!events!proceeds!can!be!handled!by!the!concert!venue!in!which!we!
hold!the!event!at.!For!instance,!the!concert!hall!that!the!event!is!held!
at!can!manage!the!accounting!of!all!the!proceeds!brought!in!and!issue!
a!signed!report!that!we!can!keep!on!file.!This!way,!a!3
rd
!party!is!
recording!the!events!proceeds!rather!than!our!LLC.! W e!will!then!take!
those!proceeds!and!donate!them!to!the!group!determined!by!our!
board.!This!will!occur!within!one!month!of!the!conclusion!of!the!event!
and!a!report!will!be!ready!upon!request!of!the!CCC.!
2. In!our!establishment!we!will!have!multiple!pamphlets!available!(these!
pamphlets!are!detailed!in!our!dispensing!procedures!under!customer!
education).!We!will!distribute!a!pamphlet!into!every!customers!bag!along!
with!their!product!at!the!end!of!the!transaction.!The!pamphlet!will!include!
the!following!information.!
a. Regulation!on!public!consumption!“Do!not!consume!in!public”!
b. Basic!regulations!that!pertain!to!our!customers!(ex.!How!much!
product!they!can!legally!have!and!where!they!can!consume!it)!
c. Consuming!and!driving!is!strictly!prohibited!along!with!information!
as!to!how!it!negatively!affects!your!ability!to!drive!and!endangers!
yourself!and!others.!
d. Basic!effects!of!how!cannabis!affects!the!mind!and!body!and!links!for!
further!information!on!the!topic.!!
e. Information!on!how!to!identify!dependency!issues!and!contact!
information!for!a!rehabilitation!provider!that!the!individual!may!
consult!if!they!believe!they!may!have!dependency!related!issues.!!
There!will!be!more!informative!materials!made!available!at!the!front!of!our!
establishment!near!the!exit!for!patrons!to!view!and!take!–!which!is!required.!
We&are&looking&to&go&one&step&further&than&what&is&required&in&935&CMR&
500.140&(8)&and&give&the&customer&one&of&these&pamphlets&that&
summarizes&multiple&topics&at&the&point&of&transaction&so&that&every&
customer&receives&one.&
3. A!scholarship!program!for!potential!employees!that!wish!to!work!at!our!
establishment!to!cover!all!the!costs!related!to!becoming!a!marijuana!agent.!
Candidates!that!are!offered!the!position!will !be!granted!this!opportunity!and!
will!be!required!to!fill!out!a!suitability!form!to!determine!if!they!qualify!for!
the!scholarship!–!approval!will!not!unreasonably!be!withheld.!!
4. We!will!hold!3!public!outreach!meetings!yearly!that!will!be!open!to!the!public!
in!which!our!administration!and!staff!will!inform!the!attendees!of!updates!
relating!to!the!establishment!and!the!regulations!of!the!industry.!We!will!also!
open!the!floor!for!discussion!on!any!topics!the!public!would!like!to!bring!
forth!relating!to!our!establishment!and!the!industry!as!a!whole.!We&believe&
this&will&strengthen&our&relationship&with&citizens&within&the&
community&–&especially&ones&that&are¬&customers&of&our&
establishment.!These!meetings!will!be!advertised!at!least!one!week!prior!in!
a!local!paper,!an!agenda!will!be!sent!to!the!city!offices!so!it!can!be!added!to!
the!city’s!public!agenda,!and!we!will!also!advertise!the!event!on!our!social!
media!pages.!!
5. When!we!are!looking!for!employment,!we!will!hold!workshops!that!are!open!
to!the!public!and!we!will!advertise!this!event!similar!to!how!we!advertise!our!
public!outreach!meeting!listed!above!in!#4.!These!workshops!will!be!similar!
to!a!career!fair!where!members!of!the!community!will!be!invited!that!are!
interested!in!applying!for!work!at!our!establishment.!We!will!go!over!topics!
related!to!the!type!and!scope!of!work!our!newly!hired!employees!would!be!
involved!and/or!tasked!with.!We!believe!this!will!offer!an!opportunity!for!
members!of!the!community!that!do!not!search!for!jobs!through!means!of!
internet!job!sites!or!placement!agencies.!We!will!also!advertise!jobs!through!
those!means,!but!we!want!to!give!members!of!the!community!that!do!not!use!
those!means!an!opportunity!to!apply!for!the!job!through!our!workshops.!!
!
Monitoring&Results/Accountability:&
&
1. The!following!can!be!reviewed!to!assess!and!verify!the!activity!and!its!
effectiveness.!!
a. Verification!that!the!proposed!event!took!pl ace.!The!advertisements!
leading!up!to!the!event!will!be!kept!on!file.!!
b. Total!funds!raised!during!the!event.!As!mentioned!in!the!program!
details,!the!event!venue!can!be!responsible!for!au dit ing!the!funds!of!
the!event!to!provide!confirmation!of!the!funds!that!were!brought!in.!A!
report!of!this!will!be!held!on!file.!
c. Evidence!that!the!funds!have!been!transferred!to!the!entity!that!is!
selected!by!the!board!created!of!community!members!and!
administrators!of!our!establishment.!A!confirmation!letter!from!the!
entity!that!receives!the!funds!can!be!held!on!file.!
d. Overall!attendance!numbers!of!the!event!and!commentary!from!local!
officials!and!residents!as!to!their!opinion!of!the!effectiveness!of!the!
event!and!suggestions!as!to!how!the!event!can!be!improved!for!future!
events.!This!can!be!done!by!reaching!out!to!attendees!of!the!event!and!
creating!a!report!of!the!interactions!and!keeping!this!report!on!file.!
2. We!will!record!all!hired!employees!that!apply!and!are!awarded!a!scholarship!
from!our!establishment!for!fees!related!to!becoming!a!marijuana!agent.!
These!records!will!be!available!in!the!employee’s!file!that!will!be!held!at!the!
establishment.!
3. We!will!save!the!notices!of!the!meetings!and!have!a!check-in!sheet!at!the!
meeting!for!attendees!to!sign!in!on!when!they!arrive!at!the!meeting.!Using!
these!materials,!the!events!can!be!verified!to!have!been!held.!Attendees!can!
also!be!contacted!to!determine!their!thoughts!on!the!event!and!assess!their!
thoughts!on!its!effectiveness!towards!the!goal!of!the!meetings.!
4. Similar!to!that!stated!above,!the!meeting!notices!will!be!saved!and!a!check-in!
sheet!will!be!present!at!the!meetings.!Employees!that!are!hired!that!applied!
through!the!workshop!will!have!that!information!identified!within!their!
employee!file.!!
5. All!of!the!measurement!tools!listed!above!are!implemented!to!maintain!
accountability!that!our!establishment!is!working!towards!achieving!its!goals!
through!the!programs!we!have!listed!above!and!provide!a!manner!in!which!
to!assess!them.!
The Commonwealth of Massachusetts
William Francis Galvin
Minimum Fee: $500.00
Secretary of the Commonwealth, Corporations Division
One Ashburton Place, 17th floor
Boston, MA 02108
-1512
Telephone: (617) 727
-9640
Certificate of Organization
(General Laws, Chapter )
Identification Number: 001319829
1. The exact name of the limited liability company is:
GREEN BIZ LLC
2a. Location of its principal office:
No. and Street:
45 BODWELL ST
City or Town:
AVON
State:
MA
Zip: 02322
Country:
USA
2b. Street address of the office in the Commonwealth at which the records will be maintained:
No. and Street:
45 BODWELL ST
City or Town:
AVON
State:
MA
Zip: 02322
Country:
USA
3. The general character of business, and if the limited liability company is organized to render professional
service, the service to be rendered:
GREEN BIZ LLC WILL PRIMARILY BE A RETAIL AND COMMERCIAL/INDUSTRIAL PRODUCTIO
N COMPANY.
4. The latest date of dissolution, if specified:
5. Name and address of the Resident Agent:
Name:
JOEY CHIU
No. and Street:
1 THOMPSON ST
City or Town:
QUINCY
State:
MA
Zip: 02169
Country:
USA
I,
JOEY CHIU
resident agent of the above limited liability company, consent to my appointment as the
resident agent of the above limited liability company pursuant to G. L. Chapter 156C Section 12.
6. The name and business address of each manager, if any:
Title
Individual Name
First, Middle, Last, Suffix
Address
(no PO Box)
Address, City or Town, State, Zip Code
MANAGER
JACK G CARNEY
13400 INTERURBAN AVE S
TUKWILA, WA 98168 USA
7. The name and business address of the person(s) in addition to the manager(s), authorized to execute
documents to be filed with the Corporations Division, and at least one person shall be named if there are no
managers.
Title
Individual Name
First, Middle, Last, Suffix
Address
(no PO Box)
Address, City or Town, State, Zip Code
SOC SIGNATORY
HAI QING HUANG
13400 INTERURBAN AVE S
MA SOC Filing Number: 201897988000 Date: 3/27/2018 2:45:00 PM
TUKWILA, WA 98168 USA
8. The name and business address of the person(s) authorized to execute, acknowledge, deliver and record
any recordable instrument purporting to affect an interest in real property:
Title
Individual Name
First, Middle, Last, Suffix
Address
(no PO Box)
Address, City or Town, State, Zip Code
REAL PROPERTY
HAI QING HUANG
13400 INTERURBAN AVE S
TUKWILA, WA 98168 USA
9. Additional matters:
SIGNED UNDER THE PENALTIES OF PERJURY, this 27 Day of March, 2018,
HAI QING HUANG
(The certificate must be signed by the person forming the LLC.)
©
2001
-
2018 Commonwealth of Massachusetts
All Rights Reserved
THE COMMONWEALTH OF MASSACHUSETTS
I hereby certify that, upon examination of this document, duly submitted to me, it appears
that the provisions of the General Laws relative to corporations have been complied with,
and I hereby approve said articles; and the filing fee having been paid, said articles are
deemed to have been filed with me on:
WILLIAM FRANCIS GALVIN
Secretary of the Commonwealth
March 27, 2018 02:45 PM
MA SOC Filing Number: 201897988000 Date: 3/27/2018 2:45:00 PM
Green%Biz%LLC%Operation%Agreement/Bylaws%
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!
Green!Biz!LLC!is!a!limited!liability!company!registered!to!do!business!in!
the!Commonwealth!of!Massach usetts!with!a!registered!office!located!at!
45!Bodwell!St,!Avon,!MA!02322.!
!
!
Principles!of!Green!Biz!LLC!
!
Signatory:!Hai!Qing!Huang!
Address:!13400!Interurban!Ave!S,!Tukwila,!WA!98168!
Phone:!248-565-6966!
!
Managing!Member:!Jack!Carney!
Address:!13400!Interurban!Ave!S,!Tukwila,!WA!98168!
Phone:!515-460-8350!
!
Term!and!Purpose:!
!
!Green!Biz!LLC!was!formed!for!the!purpose!of!applying!for!licenses!and!
opening!business!establishments!in!Massachusetts!dealing!in!the!
cannabis!industry.!
!
Member!Roles:!
!
Hai!Qing!Huang:!Signatory!and!CEO!of!LLC!with!100%!control!of!the!
LLC.!
!
Jack!Carney:!Ma nagement!of!businesses!that!are!licensed!under!the!LLC.!
!
Distribution!of!Profit!and!Loss:!
!
Hai!Qing!Huang!maintains!100%!control!of!the!LLC!and!will!distribute!
funds!amongst !m em b e rs!o f!th e!LL C!a s!h e!s ees !fit.!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Business!Plan!
For:!
Colonial!Cannabis!Company!
Adult-Use!Cannabis!Retail!
July!2018!
!
45!Bodwell!St,!Avon,!MA!02322!
(515)!460-8350!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Opportunity!
With!the!emergence!of!legislation!in!Massachusetts!to!legalize!and!regulate!the!sale!
of!cannabis,!Green!Biz!LLC!sees!an!opportunity!to!open!businesses!in!an!emerging!
market!that!topped!$46.4!billion!in!sales!in!2016.!
!
Problem!!
In!2016,!87%!of!cannabis!sales!in!the!US!can!be!credited!to!the!black!market,!which!
amounts!to!$40!billion!of!which!is!currently!untapped!by!the!legal!markets.!
Massachusetts!has!one!of!the!highest!per!capita!rates!of!cannabis!users!in!the!US!
with!15%!of!their!residents!stating!they!smoke!or!use!cannabis!in!some!form.!That!
percentage!can!be!expected!to!grow!with!legalization!as!27%!of!Americans!claim!the!
reason!they!do!not!use!cannabis!being! du e!to!its!legality.!!
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Solution!
Legalization!will!open!the!doors!in!Ma ssa chusetts!for!our!businesses!to!offer!a!
service!to!consumers!that!they!are!already!seeking!through!other!means.!This!will!
also!allow!for!the!state!to!earn!tax!revenue!from!the!sale!of!the!product!and!allow!
consumers!a!sense!of!ease!when!purchasing!product!as!its!growth,!testing,!and!sales!
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Green!Biz!LLC!
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!
!
!
CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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are!being!tightly!regulated!by!an!official!state!entity!–!in!this!case!the!Cannabis'
Control'Commission.!!
!
Target!Market!!
With!our!location!in!Northampton,!we!will!be!dealing!with!a!market!of!roughly!
30,000!residents!being!made!up!of!35.5%!21-44!year!olds!and!30.2%!ranging!from!
45-64.!Both!of!these!age!ranges!are!our!target!age!demographics!and!they!amount!to!
65.2%!of!the!market.!Studies!show!that!millennial!account!for!the!majority!of!
cannabis!users,!but!older!generations!follow!closely!behind.!!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Competition!
In!Northampton!there!is!a!successful!medical!dispensary!called!NETA!that!has!been!
operating!for!over!two!years!now.!They!have!controlled!the!medical!market!in!
Northampton!for!the!past!two!years,!so!they!will!become!our!main!competition!
when!we!open!our!doors.!Statistics!from!Washington!State!show!that!in!a!town!of!
37,000!people!two!stores!across!the!street!from!each!other!were!able!to!sustain!
well!over!$100,000!in!revenue!for!the!past!3!months.!!
!
White&Rabbit&Retail,!15928!WA-99,!Lynnwood,!WA!98087!
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Puff&N&Chill&Cannabis,!15919!WA-99,!Lynnwood,!WA!98087!
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Our!Advantages!
With!over!twenty!years!of!experience!in!the!cannabis!industry!our!team!brings!
know-how!from!all!areas!of!the!industry.!The!signatory,!Hai!Qing!Huang,!has!owned!
and!operated!a!horticulture!supply!business!that!distributes!growing!products!to!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Washington!State!producer/processors!and!growers!in!Oregon!and!California!(and!
now!Massachusetts)!for!over!five!years.!Through!this!business,!he!has!become!
accustom!to!grow!space!design,!logistics,!financing,!sales,!purchasing,!inventory!
management,!and!much!more!–!all!relating!to!the!cannabis!industry.!The!managing!
member,!Jack!Carney,!has!assisted!Mr.!Huang!for!the!past!five!years!and!has!lead!
multiple!projects!dealing!with!data!collection!technologies,!mobile!applications,!
point!of!sale!technologies,!marketing!and!advertising,!hiring,!payroll,!tax!reporting,!
license!acquisition,!and!much!more!–!all!relating!to!the!cannabis!industry.!These!
two,!along!with!their!team!and!business!connections,!are!some!of!the!only!
professionals!that!have!been!operating!in!this!industry!from!its!origins!as!a!legal!and!
regulated!industry!in!the!US.!!
!
Northampton!Retail!Location!
The!location!of!the!Northampton!retail!location!is!34!Bridge!St,!Northampton,!MA!
01060.!The!location!consists!of!roughly!1778!square!feet!of!spa ce,! of!which!roughly!
1000!square!feet!will!be!accessible!to!customers.!The!remaining!space!will!be!
utilized!for!back!office!and!inventory!as!well!as!employee!only!accessible!space.!
There!is!ample!onsite!parking!and!it!is!one!of!the!only!places!in!the!downtown!area!
that!offers!free!parking.!The!lot!is!never!full,!so!customers!can!rest!assured!they!will!
be!able!to!find!available!parking!within!close!proximity!to!our!front!door.!!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Ownership!&!Structure!
Green!Biz!LLC!is!a!registered!limited!liability!company!in!Massachusetts.!Hai!Qing!
Huang!is!the!signatory!and!sole!proprietor!and!Jack!Carney!is!the!sole!managing!
member.!Jack!Carney!will!oversee!all!of!the!operations!while!residing!in!
Massachusetts.!!
!
Company!History!
Hai!Qing!Huang!owns!multiple!businesses!operating!in!the!cannabis!industry!in!
Wasington!State,!Oregon,!and!Massachusetts.!Mr.!Huang’s!horticulture!supply!
company!has!distribution!warehouses!in!Seattle,!WA,!Avon,!MA,!and!Portland,!OR.!!
Through!these!distribution!centers,!he!has!also!created!several!product!lines!from!
nutrients,!to!hydroponic!tables!and!irrigation!attachments,!and!all-in-one!lighting!
systems!partnering!with!a!well!respected!international!brand,!“Eye-Hortilux”.!He!
also!maintains!2!licenses!for!retail!cannabis!stores!in!Washington!State!–!1!of!them!
is!currently!open!at!1123!Sleater!Kinney!Rd!SE,!Lacey,!WA!98503!and!the!other!is!a!
license!and!location!that!is!awaiting!approval!from!the!states!regulating!authority!as!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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a!moratorium!just!expired!allowing!the!store!to!open.!Finally,!Mr!Huang!is!also!
partnered!on!2!cannabis!producer!businesses!in!Washington!State.!
!
Advisors!
Our!business!has!sought!legal!consultation!while!wading!through!the!licensing!and!
property!acquiring!procedures.!We!are!working!with!McNulty!and!O’Malley!
Attorneys!at!Law!to!consult!with!while!dealing!with!different!licensing!procedures!
in!different!cities!across!Massachusetts.!We!are!also!advised!by!Yuhong!Li!of!YLI!
Law!Firm!in!Seattle,!WA!to!review!commercial!leases!and!brokerage!deals.!!
!
Financial!Forecast!
Over!the!first!year!of!sales!we!are!predicting!a!$1.2!million!revenue!and!in! year!2!
we!are!expecting!a!$1.6!million!revenue.!We!expect!that!the!first!few!months!will!
be!slow,!but!we!will!enter!into!the!$100,000!monthly!revenue!range!by!month!4.!
These!numbers!can!be!supported!by!the!following!graphs!below!showing!2!different!
cities!with!two!stores!each!to!represent!growth!of!stores!in!cities!with!a!similar!
sized!population.!
!
White&Rabbit&Retail,!Lynnwood,!WA!!!!!!!!
!! !!!!!!!!!!
!
Store!Name:!White!Rabbit!Retail!
Location:!Lynnwood,!WA!
Lynnwood!Population:!37,000!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Open!Date:!June,!2015!
First!4!Month!Sales:!
1. $59,178!
2. $108,791!
3. $147,181!
4. $177,702!
Puff&N&Chill&Cannabis,!Lynnwood,!WA!
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Store!Name:!Puff!N!Chill!Cannabis!
Location:!Lynnwood,!WA!
Lynnwood!Population:!37,000!
Open!Date:!April,!2015!
First!4!Months!Sales:!
1. $11,826!
2. $79,996!
3. $127,783!
4. $151,368!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Destination&Hwy&420,!Bremerton,!WA!
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Store!Name:!Destination!Hwy!420!
Location:!Bremerton,!WA!
Population:!37,729!
Open!Date:!August,!2015!
First!4!Months!Sales:!!
1. $15,291!
2. $113,462!
3. $173,467!
4. $164,842!
Hwy&420,!Bremerton,!WA!
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Store!Name:!Hwy!420!
Location:!Bremerton,!WA!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Population:!37,729!
Open!Date:!October,!2014!
First!4!Months!Sales:!
1. $40,445!
2. $78,619!
3. $123,506!
4. $120,340!
Estimated!Traffic!
Monthly!sales:!$100,000!
Daily!sales:!$3,330!
Avg!transaction!amount:!$30!
Daily!customers:!111!
Customers!per!hour:!11!
Time!in!store:!8-10!minutes!
Product!Variation!
There!are!various!types!of!cannabis!products.!You!can!anticipate!the!following!
product!categories!in!our!store:!!
• Flower!–!dried!buds!of!the!cannabis!plant.!These!products!range!from!low!to!
moderate!THC!levels.!
• Concentrates!–!Solvent!based!product!that!is!a!result!of!an!extraction!process!
of!cannabis!buds!and!other!plant!materials.!These!are!your!high!THC!
products.!
• Vape!Cartridges!–!Concentrates! of!various!solvent!types!filled!into!cartridges!
that!can!be!used!with!vaporizer!pens.!This!is!very!similar!to!the!already!
popular!tobacco!vaporizers.!!
• Edibles!–!Edible!products!that!have!been!infused!with!THC!or!CBD!(2!
cannabinoids,!THC!being!psycho-active!while!CBD!is!not).!*There!will!be!
regulation!on!these!products!that!the!product!manufactures!will!be!required!
to!follow!in!regards!to!the!product’s!“look”!and!its!potential!appeal!to!those!
under!21.!The!most!common!forms!of!edibles!will!be!brownies,!cookies,!soft!
drinks,!and!hard/soft!candies,!chocolates,!caramels,!etc.!!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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• Topicals!–!These!are!lotions!that!are!usually!CBD!dominant!that!can!be!used!
to!apply!to!sore!muscles!for!quick!and!natural!relief.!Limited!to!no!psycho-
active!effects.!
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Preventing!Diversion!to!Minors!
On!a!daily!basis,!it!will!be!our!employee’s!goal!to!follow!our!protocol!in!relation!to!
diversion!to!minors.!We!will!enact!a!no-tolerance!policy!as!a!violation!in!relation!to!
this!policy!will!be!ground!for!immediate!dismissal.!!
• Clear!signage!of!+21!age!limit.!No!confusion.!!
• Immediate!ID!check!upon!entry!of!premises.!!
• ID!check!at!entry!completed!using!ID!reading!software!–!available!on!iPad.!!
• Black!light!to!check!holograms!on!ID!
• Secondary!ID!check!at!time!of!purchase.!!
• State!consequences!for!breach!of!law.!!
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Security!Summary!
We!plan!to!implement!the!following!required!security!measures.!
• Sufficiently!lit!building!perimeter!
• Secure!Points!of!Entry!with!alarm!and!lock!system!
• Limited!access!areas!–!badge!required!
• Secured!area!for!all!security!equipment!and!monitors!
• 500ft!Buffer!from!schools!!
• Employee!Badges!
• Certified!alarm!system!and!backup!with!ability!to!notify!employees!and!local!
law!enforcement!inside!state!required!notice!period!
• No!blind!spot!security!camera!layout!
• Yearly!Audits!–!State!Requirement!
*The!state!has!a!very!detailed!security!protocall!that!licensees!are!required!to!
follow.!Due!to!these!regulations,!retail!stores! shou ld!be!sufficiently!secured!and!
monitored!so!long!they!stay!compliant!with!state!regulation.!
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Green!Biz!LLC!
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CONFIDENTIAL!–!DO!NOT!DISSEMINATE!
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Liability(Insurance(
(
We#have#obtained#a#General#Liability#Insurance#policy#through#Cannasure#Insurance#
Services.#The#policy#has#limits#of#$1,000,000#each#occurrence,#$2,000,000#general#
aggregate,#and#a#deductible#of#$2,500#per#claim.#
We#have#obtained#a#Product#Liability#Insurance#policy#through#Cannasure#Insurance#
Services.#The#policy#has#limits#of#$1,000,000#per#occurrence,#$2,000,000#general#
aggregate,#and#a#deductible#of#$2,500#per#claim.#
Both(policies(are(current(and(active.(
(
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Restricting*Access*21+*
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1. Clear(signage(on(door(that(ID(is(required(for(entry(and (th a t (on ly (
those(21+(are(allowed(on(the(premises.(
(
2. Full(time(door(agent(in(front(vestibule(m on ito rin g (en tr a nc e(& (e xit (
door(and(checking(identification.(
(
3. Immediate(security(checkpoint(within(the(vestibule(at(the(point(of(
entry(to(premises.(Showing(ID(will(be(required(to(pass(through(
the(vestibule(to(a(partitioned(waiting(area.(We(will(utilize(an(iOS(
program(that(scans(the(barcode(of(an(ID(and(pulls(up(information(
on(the(ID(holder(confirming(their(age.(We(can(then(utilize(a(black-
light(to(scan(the(card(for(holograms(for(addition al(security.((
(
4. Secondary(ID(check(at(cash(register.(Birthdate(of(customer(must(
be(entered(into(the(POS(to(complete(the(transaction.((
(
5. No(tolerance(policy.(We(do(not(tolerate(any(employees(that(are(
unable(to(follow(our(ID(check(protocols.(Failure(to(follow(protocol(
will(result(in(immediate(termination.(Employees(will(be(informed(
of(this(during(onboarding.((
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Product(Quality(Control(&(Testing(
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The!following!steps!will!be!taken!during!a!products!time!at!our!establishment!to!
ensure!that!products!being!sold!at!our!establishment!have!been!tested,!remain!in!
quality!condition,!have!not!been!tampered!with,!and!have!not!become!expired!or!
otherwise!unsellable.!!
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1. During!check!in!when!product!has!arrived!at!our!establishment!our!
inventory!agent!conducting!the!product!check!in!will!analyze!each!product!to!
ensure!the!following:!
a. The!product!is!not!expired.!!
b. The!packaging!the!product!is!housed!in!is!completely!sealed!and!
shows!no!signs!of!a!breach.!!
c. The!product!bears!a!testing!label!from!a!licensed!Massachusetts!lab.!
d. The!product!bears!all!required!labeling!and!warnings.!!
i. “Contains!THC”!
ii. “Not!Safe!For!Kids”!!
iii. Warning!label!
e. The!product!is!housed!in!a!package!that!is!compliant!with!advertising!
requirements.!The!following!is!prohibited:!
i. Using bright colors, defined as colors that are "neon" in
appearance;
ii. Imitating or having a semblance to any existing branded consumer
products, including foods and beverages, that do not contain
marijuana;
iii. Featuring cartoons;
iv. Featuring a design, brand or name that resembles a non-cannabis
consumer product of the type that is typically marketed to minors;
v. Featuring symbols or celebrities that are commonly used to market
products to minors;
vi. Featuring images of minors; and
vii. Featuring words that refer to pro
2. When!product!is!being!stocked,!moved,!audited,!or!at!any!other!time!when!
product!is!being!interacted!with,!our!agents!will!be!trained!to!take!notice!of!
the!expiration!date!to!ensure!the!product!has!not!expired!as!well!as!to!
analyze!the!packing!the!ensure!the!product!has!been!tampered!with!or!
breached.!The!agent!will!also!ensure!the!testing!label!is!still!on!the!package.!
a. If!an!agent!finds!a!product!to!be!expired!or!is!within!packaging!that!
has!been!breached,!the!agent!will!create!an!unsellable!product!report!
and!place!the!product!in!the!unsellable!product!cabinet.!If!the!agent!is!
not!authorized!to!access!the!inventory!room,!the!agent!will!inform!a!
manager!of!the!discovery!so!an!authorized!agent!can!take!the!proper!
action.!
3. At!checkout!our!agent!will!be!instructed!to!inspect!the!product!before!
completing!the!transaction.!Similar!to!the!step!above,!the!agent!will!be!
checking!to!ensure!the!product!is!not!expired!and!that!the!packaging!shows!
no!sign!of!a!breach!of!tampering.!The!agent!will!also!ensure!the!testing!label!
is!still!on!the!package.!
a. If!an!agent!finds!a!product!to!be!expired!or!is!within!packaging!that!
has!been!breached,!the!agent!will!create!an!unsellable!product!report!
and!place!the!product!in!the!unsellable!product!cabinet.!If!the!agent!is!
not!authorized!to!access!the!inventory!room,!the!agent!will!inform!a!
manager!of!the!discovery!so!an!authorized!agent!can!take!the!proper!
action.!
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Facilities)Quality)Control)&)Sanitation)
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Cleaning!Schedule!&!Frequency:!
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Management!will!prepare!a!daily!cleaning!schedule!and!assign!tasks!to!our!agents.!
The!agents!will!perform!the!tasks!when!it!is!appropriate!to!do!so!and!will!complete!
the!task!prior!to!the!end!of!the!day.!In!most!cases,!the!task!is!expected!to!be!
completed!prior!to!closing!each!day.!The!following!are!tasks!that!must!be!completed!
at!least!once!or!twice!a!week!and!more!if!conditions!require.!!
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o Mopping!of!all!floors.!!
o This!will!be!done!in!sections!determined!by!the!manager!who!sets!the!
schedule.!The!following!are!the!sections.!
§ Show!Floor!Sales!Area!
§ Show!Floor!Waiting!Area!
§ Entry!Way!
§ Exit!Way!
§ Bathroom!
§ Back!Hallway!and!surrounding!area!near!rear!emergency!exit!
door.!
o Vacuuming!of!all!rugs!&!carpeted!areas.!
o Cleaning!of!all!glass!–!exterior!and!interior.!
o Dusting/Sanitizing!of!all!shelving. ! (with!necessary!supervision)!
o Sanitizing!of!all!touch!surfaces!including!ipads,!door!knobs,!surfaces,!menus,!
and!etc.!!
o Cleaning!and!Sanitizing!of!all!break!room!equipment.!!
o Cleaning!of!the!bathroom!sink,!toilet,!and!mirrors.!Sanitizing!all!bathroom!
surfaces!as!well.!
o Ensure!all!utensils!and!tools!used!in!weighing!inventory!for!reception!or!
disposal!purposes!even!though!they!should!be!cleaned!after!use.!!
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*When&cleaning&areas&where&the&agent&who&is&performing&the&cleaning&does¬&have&authorized&access,&
the&agent&that&does&have&access&to &the&a r ea&must&be&present&while&the&cleaning&is&being&performed.&Ex.&
Locked&product&shelving,&back&office,&and&back&storage&vault.&
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Personnel!Policies!&!Operating!Procedures!!
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Security)Procedures)
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Check-in!Procedure:!Our!main!entry!at!the!front!of!the!building!is!where!all!patrons,!
non-patron!visitors,!and!deliveries!will!enter!through.!We!will!follow!the!following!
protocol!for!each!!"#$!of!visitor.!!
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Patron:!Upon!entry!identification!will!be!checked.!Our!marijuana!agent!
stationed!at!the!door!will!immediately!request!ID!from!the!patron!and!initiate!
our!3-point!check!procedure.!First!the!agent!confirms!the!picture!on!the!ID!
matches!the!individual!that!presents!the!ID.!Then,!the!agent!will!confirm!the!ID!is!
authentic!by!using!an!iPad!software!called!VeriScan.!Using!the!VeriScan!program,!
the!agent!can!scan!the!ID’s!barcode!with!the!iPad’s!camera!to!confirm!its!
authenticity!and!that!the!birthdate!confirms!the!individual!is!21!or!older.!The!
agent!will!then!use!a!black-light!flashlight!to!check!for!other!authenticity!
markers.!Once!the!ID!is!verified!the!patron!will!be!permitted!to!enter!through!
the!door!and!in!to!the!partitioned!waiting!area!where!they!will!be!further!
directed!on!to!the!sales!floor!by!one!of!our!marijuana!agents.!*If!the!ID!is!not!
authentic!or!does!not!belong!to!the!individual!who!presented!it,!our!agent!will!
ask!the!individual!to!leave.!We!will!work!with!local!law!enforcement!to!identify!
individuals!that!attempt!to!use!fake!IDs/IDs!that!do!not!belong!to!them!to!enter!
our!establishment.!
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Once!the!initial!ID!inspection!is!completed!in!the!front!vestibule,!the!patron!will!
enter!the!waiting!area.!Once!an!agent!is!available,!they!will!answer!any!questions!
the!patron!may!have!and!guide!the!patron!through!our!available!inventory.!Once!
the!patron!selects!what!they!would!like!to!purchase,!the!agent!will!bring!them!to!
one!of!our!cashiers!to!checkout.!The!patron’s!ID!will!be!checked!by!the!cashier!
prior!to!initiating!the!transaction.!Once!the!patron!has!completed!their!
transaction,!one!of!our!floor!agents!will!escort!them!to!the!exit.!!
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Non-Patron)Visitor:)Non-patron!visitors!will!be!by!appointment!only.!Our!
marijuana!agent!stationed!at!the!door!will!immediately!request!ID!from!the!
individual!and!initiate!our!3-point!check!procedure.!Our!agent!will!have!a!
schedule!of!all!expected!visits!for!the!day.!If!the!individual!does!not!have!an!
appointment,!the!manager!may!come!to!the!front!to!schedule!for!another!time.!If!
the!agent!confirms!the!individual!has!a!scheduled!meeting,!the!agent!will!initiate!
the!ID!check!and!check!in!procedure.!First!the!agent!confirms!the!picture!on!the!
ID!matches!the!individual!that!presents!the!ID.!Then,!the!agent!will!confirm!the!
ID!is!authentic!by!using!an!iPad!software!called!VeriScan.!Using!the!VeriScan!
program,!the!agent!can!scan!the!ID’s!barcode!with!the!iPad’s!camera!to!confirm!
its!authenticity!and!check!that!the!birthdate!confirms!the!individual!is!21!or!
older.!The!agent!will!then!use!a!black-light!flashlight!to!check!for!other!
authenticity!markers.!Once!the!ID!is!confirmed!to!be!authentic!and!they!are!of!
legal!age,!they!will!be!directed!through!the!entrance!door!and!in!to!the!
partitioned!waiting!area!to!be!greeted!by!a!manager!or!shift!lead.!The!manager!
will!present!them!with!a!visitor!badge!and!inform!the!visitor!that!it!must!be!
worn!at!all!times!during!their!visit.!Prior!to!entering!the!limited!access!area,!the!
visitor!will!be!asked!to!fill!out!their!information!on!a!visitor!log!sheet.!They!will!
print!their!name,!sign,!record!check-in!time,!reason!for!visiting,!company!info,!
date,!and!list!the!number!of!their!visitor!badge!that!is!given!to!them.!The!visitor’s!
ID!badge!will!be!required!for!the!duration!of!their!visit!and!must!be!clearly!
visible!at!all!times.!!Once!the!patron!is!ready!to!exit,!they!will!be!escorted!back!to!
the!ID!checkpoint!at!the!front!of!the!facility,!they!will!record!their!checkout!time!
on!the!visitor!log!sheet,!return!their!visitor!badge,!and!then!they!will!exit!the!
premises.!*If!the!ID!is!not!authentic!or!does!not!belong!to!the!individual!who!
presented!it,!our!agent!will!ask!the!individual!to!leave.!We!will!work!with!local!
law!enforcement!to!identify!individuals!that!attempt!to!use!fake!IDs/IDs!that!do!
not!belong!to!them!to!enter!our!establishment.!!
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Delivery)Visitor:)Each!day,!our!establishment!will!have!a!list!of!incoming!
deliveries!for!that!day.!We!will!also!have!the!manifests!of!the!delivery!orders!
printed!and!ready!for!the!arrival!of!the!delivery.!The!marijuana!agent!making!the!
delivery!will!enter!through!the!front!of!our!establishment!and!will!check-in!at!
the!ID!checkpoint.!They!will!check!in!similar!to!the!procedure!listed!above.!First!
the!agent!confirms!the!picture!on!the!ID!matches!the!individual!that!presents!the!
ID.!Then,!the!agent!will!confirm!the!ID!is!authentic!by!using!an!iPad!software!
called!VeriScan.!Using!the!VeriScan!program,!the!agent!can!scan!the!ID’s!barcode!
with!the!iPad’s!camera!to!confirm!its!authenticity!and!that!the!birthdate!
confirms!the!individual!is!21!or!older.!The!agent!will!then!use!a!black-light!
flashlight!to!check!for!other!authenticity!markers.!Once!their!ID!is!confirmed!to!
be!authentic!and!they!are!of!legal!age!they!will!be!directed!through!the!entrance!
door!and!in!to!the!partitioned!waiting!area!to!be!greeted!by!a!manager.!The!
manager!will!ask!the!delivery!visitor!to!display!their!marijuana!agent!
registration!card.!Once!the!card!is!confirmed!to!be!authentic!and!belong!to!the!
visiting!driver!the!manager!will!present!the!visiting!driver!with!a!visitor!badge!
and!inform!them!that!it!must!be!worn!at!all!times!during!the!delivery!process.!
Prior!to!accompaniment!to!the!%&'&!$()*++$,,-*.$*-where!we!will!check!in!the!
delivery!with!the!previously!printed!manifest,!the!visiting!driver!will!be!asked!to!
sign!in!on!the!visitor!log!sheet.!They!will!print!their!name,!sign,!record!check-in!
time,!reason!for!visiting,!company!info,!date,!and!list!the!number!of!their!visitor!
badge!that!is!given!to!them.!The!visitor’s!ID!badge!will!be!required!for!the!
duration!of!their!visit!and!must!be!clearly!visible!at!all!times.!
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Once!their!ID!is!confirmed!to!be!authentic!and!they!are!of!legal!age,!they!will!also!
be!asked!to!display!their!marijuana!agent!registration!card.!Once!the!delivering!
agent!is!ready!to!exit,!they!will!be!escorted!back!to!the!ID!checkpoint!at!the!front!
of!the!facility,!they!will!record!their!checkout!time!on!the!visitor!log!sheet,!return!
their!visitor!badge,!and!then!they!will!exit!the!premises.!*If!the!ID!is!not!
authentic!or!does!not!belong!to!the!individual!who!presented!it,!our!agent!will!
confiscate!the!ID!and!ask!the!individual!to!leave.!Local!law!enforcement!will!be!
given!the!fake!IDs!that!we!confiscate!from!individuals!and!we!will!work!with!
local!law!enforcement!to!identify!individuals!that!attempt!to!use!fake!IDs/IDs!
that!do!not!belong!to!them!to!enter!our!establishment.!
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Employees:)Employees!will!need!to!be!checked!in!by!their!manager!or!shift!lead!
to!obtain!their!registered!agent!badge!prior!to!entering!the!facility!for!their!shift.!
They!will!also!be!checked!out!at!the!end!of!their!shift!and!leave!their!badge!prior!
to!exiting!the!building.!The!registered!agent!badges!will!be!secured!in!the!back!
office!until!the!employee!returns!for!their!next!shift.!If!the!agent!is!not!scheduled!
and!it!is!not!an!error!(or!other!issue,!ex.!Last!minute!fill-in!for!an!employee!that!
called!out!the!day!of)!the!employee!will!need!to!sign!in!as!a!visitor!to!enter!the!
facility.!
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Limited!Access!Areas:!Outside!of!the!customer!accessible!show!floor,!all!other!areas!
of!the!establishment!will!be!considered!a!limited-access!area!and!only!marijuana!
agents!wearing!their!badge!or!visitors!that!have!signed!in!and!received!a!visitors!
badge!and!are!accompanied!by!one!of!our!agents!are!permitted!in!this!area.!*Off!
duty!agents!must!follow!visitor!check!in!procedures!when!visiting!the!establishment!
outside!of!their!scheduled!hours.!!
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Loitering!Prevention:)Our!ID!checkpoint!will!be!occupied!by!one!of!our!marijuana!
agents!at!all!times!during!our!operating!hours.!The!security!agent!will!be!instructed!
and!trained!to!keep!a!visual!inspection!of!the!exterior!of!the!building!and!to!inform!a!
manager!or!shift!lead!if!they!suspect!any!suspicious,!illegal,!or!inappropriate!activity!
going!on!around!our!premises.!In!this!event!a!manager!or!shift!lead!will!be!trained!
to!inspect!the!situation!and!ask!these!individuals!to!exit!the!property.!If!the!
individuals!refuse!they!will!be!informed!that!the!authorities!will!be!called!and!our!
marijuana!agent!will!contact!local!authorities.!
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Waste!Disposal:!We!will!enforce!the!following!procedures!to!store,!secure,!and!
manage!our!cannabis!related!waste.!!
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• In!the!breakroom!we!will!have!a!designated!disposal!area!with!a!table!
for!sorting/destroying!product!and!a!sink.!
• Whenever!we!have!cannabis!related!product!that!needs!to!be!
disposed!of,!we!will!bring!the!product!from!the!designated!cabinet!in!
the!secured!inventory!room!to!the!disposal!area.!This!process!will!
take!place!outside!of!business!hours.!The!product!will!be!weighed!and!
the!weight!will!be!recorded.!This!will!also!take!place!while!being!video!
recorded!with!two!agents!present;!both!ag en ts!will!be!trained!
inventory!agents.!
• The!weight!of!the!cannabis!will!be!recorded!with!t w o!of!our!marijuana!
agents!present.!The!product!will!then!be!ground!up,!sprayed!with!
Seventh!Generation!Chlorine!Free!Bleach!(environmentally!safe,!
biodegradable,!and!will!render!the!product!unusable)!and/or!
isopropyl!alcohol!and!then!placed!into!a!container!used!only!to!store!
cannabis!related!waste!–!this!container!will!be!stored!in!the!inventory!
room!and!the!contents!will!be!transferred!to!a!locked!trash!bin!on!site!
to!be!picked!up!by!a!licensed!waste!removal!provider.!Concentrates!
will!be!mixed!with!the!Seventh!Generation!Chlorine!Free!Bleach!
and/or!isopropyl!alcohol!and!then!disposed!of.!Edibles!will!be!ground!
up!and!sprayed!with!Seventh!Generation!Chlorine!Free!Bleach!and/or!
isopropyl!alcohol!and!then!disposed!of.!Cartridges!will!be!opened!and!
sprayed!with!Seventh!Generation!Chlorine!Free!Bleach!and/or!
isopropyl!alcohol!and!then!disposed!of.!Liquids!will!be!poured!down!
the!drain!of!the!sink!in!the!disposal!area!and!the!packaging!will!be!
dipped!in!Seventh!Generation!Chlorine!Free!Bleach!and/or!isopropyl!
alcohol!and!recycled!if!able.!!
o Above!when!product!is!referenced!to!be!disposed!of!after!it!is!
rendered!unusable,!the!unusable!produ ct !will!be!disposed!of!
into!a!bin!that!will!be!stored!in!the!inventory!room!prior!to!
being!transferred!to!an!onsite!locked!trash!bin!to!be!picked!up!
by!a!licensed!waste!disposal!provider.!
• A!disposal!report!will!be!filed!in!the!back!office!along!with!all!cannabis!
waste!disposal!reports!to!be!maintained!for!at!least!three!years.!
• Any!packaging!that!the!product!may!have!been!placed!in!will!be!
dipped!in!Seventh!Generation!Chlorine!Free!Bleach!and/or!isopropyl!
alcohol!to!neutralize!any!remaining!cannabis!material!and!then!placed!
in!a!recycling!bin/trash!bin.!!
• Marijuana!product!that!has!been!rendered!unusable!will!be!stored!in!a!
container!used!only!to!hold!marijuana!product!that!has!been!rendered!
unusable!and!will!be!stored!in!the!inventory!room!prior!to!being!
transferred!to!a!locked!trash!bin!on!site,!which!will!be!picked!up!by!a!
licensed!waste!disposal!provider.!
• No!cannabis!related!material!that!is!not!sold!or!otherwise!properly!
transferred!out!of!our!facility!by!a!licensed!marijuana!entity!will!exit!
our!facility!unless!it!has!passed!through!our!waste!disposal!process!
and!has!been!rendered!unusable.!!
!
/%$*,$-,$$-#.0(1+!-(&,#0,*%-#.0+$(1.$-20.-21.!3$.-&420.'*!&045-
!
Secured!Entrances:!We!have!one!entrance!and!exit!on!the!premises!–!one!door!at!the!
front!of!the!facility!and!an!emergency!exit!at!the!rear!of!the!building.!Staff!will!not!
enter!or!exit!through!this!rear!door.!Each!door!is!equipped!with!a!security!alarm!
that!will!trigger!if!opened/tampered!with!while!the!system!is!armed.!The!front!and!
rear!doors!will!have!a!qualified!lock!that!only!our!administrators!have!a!key!to.!
!
Secured!Inventory!Storage!&!Procedure:!Our!inventory!is!organized!in!the!back-
office-inventory!storage!room,!which!is!a!limited-access!area.!The!inventory!will!be!
within!a!locked!room!so!it!can!be!secured!and!only!accessed!by!authorized!agents!on!
duty.!The!room!will!be!locked!at!all!times!and!will!only!be!unlocked!to! fa cilitate!
incoming!product,!store!product!that!is!being!removed!from!the!show!floor,!or!to!
collect!product!for!the!show!floor.!!
!
Continued:!Inventory!on!the!show-floor!will!have!the!ability!to!be!quick ly!locked!
away.!All!display!cases!can!be!locked!and!product!on!carts!can!quickly!be!move!to!
the!inventory!storage!room.!Any!product!outside!of!a!display!case,!storage!
receptacle,!or!storage!room!will!be!able!to!be!quickly!deposited!into!one!of!the!
secure!areas!and!locked!away!if!needed.!
!
Continued:!At!the!end!of!the!night,!all!cannabis!product!will!be!taken!off!the!show!
floor!and!placed!in!the!back-office!inventory!storage!room!and!locked!away.!Most!of!
the!product!displayed!on!the!show!floor!will!be!empty!packaging!with!no!cannabis!
product!inside!of!it.!Only!packages!that!contain!cannabis!product!will!be!removed!
and!stored!in!the!inventory!storage!room.!
!
Continued:!At!opening,!product!will!be!brought!from!the!back!office!inventory!
storage!room!and!placed!on!the!show!floor!in!either!the!display!cases!or!product!
carts.!Throughout!the!day!the!inventory!agents!will!be!responsible!for!replenishing!
the!inventory!levels!on!the!show!floor.!!
!
Robbery:!In!the!event!of!a!robbery,!the!staff!is!instructed!to!comply!with!the!
demands!to!ensure!the!safety!of!the!staff,!customers,!and!bystanders.!Once!the!party!
has!left!that!has!committed!the!robbery,!the!manager!on!staff!is!instructed!to!alert!
local!authorities!and!the!Marijuana!Establishment!administrator(s).!An!incident!
report!will!be!created,!an!investigation!into!the!event!will !t a k e!place,!and!the!CCC!
will!be!notified.!!
!
There!are!hold-up!buttons!by!every!register,!in!the!back!office,!in!the!
inventory!room,!and!at!the!front!entrance!checkpoint!that!alert!local!
authorities!of!an!emergency!situation!at!the!establishment.!Employees!are!
trained!to!trigger!this!switch!in!emergency!situations!where!they!are!unable!
to!call!for!help!if!it!is!safe!to!do!so.!Any!false!alarm!triggered!by!our!
employees!will!be!investigated!internally!to!determine!the!circumstance!of!
the!false!alarm.!If!we!find!carelessness!or!other!unfavorable!motives!related!
to!the!trigger,!the!employee!will!be!subject!to!termination.!!!
!
Drop!Safe/Till!Balance:!Each!till!will!start!the!day!with!$190!in!cash!and!will!end!the!
day!with!$190!in!cash.!Throughout!the!day,!drops!will!be!made!from!the!cash!
register!drawer!when!the!value!becomes!too!high.!The!manager!or!shift!lead!will!
take!the!cash!to!the!main!office!where!they!will!create!a!report!on!a!bank!envelope,!
place!the!cash!in!the!envelope,!and!deposit!the!envelope!into!the!operations!safe!to!
be!included!with!the!drawer!when!the!drawer!is!ended!at!the!end!of!the!shift.!!
!
Secured!Locks:!At!no!time!shall!any!equipment,!such!as!a!safe,!file!cabinet,!inventory!
room,!or!security!room!door,!be!left!unlocked!and!unattended.!All!locks!may!only!be!
left!unlocked!while!the!agent!who!unlocked!the!door!is!present.!Once!the!reason!for!
unlocking!the!specific!lock!is!complete!the!lock!is!to!be!relocked!immediately.!If!
there!is!ever!an!issue!with!the!capability!of!a!lock!it!must!be!replaced!immediately.!!
!
Key!Return!Policy:!At!the!end!of!each!employee’s!shift,!the!employee!is!instructed!to!
check!out!with!a!manager!or!shift!lead!and!leave!their!access!keys!&!ID!badge!upon!
exiting!the!facility.!The!manager!or!shift!lead!will!store!the!keys!in!a!locked!key!box!
and!hang!the!ID!badge!in!the!back!office.!All!keys!will!be!locked!within!the!back!
office!each!night.!
!
Continued!Key!Return!Policy:!Managers!and!shift!leads!that!have!opening!or!closing!
duties!will!be!allowed!to!take!home!keys.!All!other!employees!will!be!required!to!
leave!their!keys!at!the!facility!when!they!are!not!working!a!scheduled!shift.!The!
employee!will!be!given!keys!by!a!manager!or!shift!lead!when!they!arrive!for!their!
shifts.!
!
*No!keys!shall!be!left!in!a!lock!at!any!time.!No!keys!shall!be!left!out!in!the!open!at!
any!time.!All!keys!should!remain!on!the!agent’s!person!unless!it!is!placed!in!a!secure!
location!that!only!the!agent!has!access!to,!or!other!agents!will!the!same!
authorizations,!and!that!can!be!locked!away.!Disciplinary!actions!will!occur!in!the!
event!of!lost!or!misplaced!keys.!!
!
*No!codes!shall!be!shared!at!any!time!with!any!other!personnel,!including!other!
agents.!Disciplinary!actions!will!occur!in!the!event!of!shared!security!codes.!
!
Transaction!Record!Errors/!Diversion:!If!funds!are!found!missing!during!an!end!of!
day!deposit!or!if!inventory!is!discovered!to!be!missing!at!any!time!–!an!investigation!
will!be!initiated!by!authorized!agents!utilizing!the!store’s!camera!systems!and!POS!
to!determine!where!the!error!or!theft!occurred.!If!product!is!found!to!be!missing!a!
full!inventory!audit!will!occur!to!identify!w ha t!was!lost!and!help!to!narrow!the!time!
frame!of!when!the!product!was!in!the!store.!Security!footage!will!also!be!reviewed!
for!that!particular!time!frame!to!find!the!event!of!product!theft.!An!incident!report!
will!be!filed!and!the!CCC!will!be!notified.!!
!
Opening!Procedure:!The!alarm!system!will!be!disarmed!by!a!code!entered!by!the!
authorized!agent!opening!the!facility.!Agents!will!obtain!their!ID!badge!and!access!
keys!when!they!arrive!for!their!shift!and!check!in!with!their!manager!or!shift!lead!on!
duty.!All!employees!will!use!the!POS!system!registers!to!clock!in.!Agents!will!then!
prepare!the!show!floor!for!opening!and!sales.!
!
Closing!Procedure:!Cannabis!product!on!the!show ! floor!will!be!transferred!to!the!
inventory!storage!room!each!night.!Once!all!product!has!been!moved!off!the!show!
floor!the!inventory!room!will!be!locked.!The!security!system!will!be!armed!and!all!
points!on!entry!will!be!securely!locked.!Some!exterior!lighting!will!remain!on!to!
illuminate!the!premises.!!
!
Emergency)Procedures:)
)
Fire:!In!the!case!of!a!fire,!there!are!two!exits!–!one!at !t he!front !a nd!one!at!the!rear!of!
the!building.!An!escape!map!is!posted!on!the!premises!outside!of!the!employee!
breakroom!and!employees!will!be!informed!of!the!protocol!upon!hiring.!Employees!
will!be!instructed!to!vacate!the!premises!immediately!upon!discovery!of!fire.!If!the!
fire!appears!to!be!manageable!by!an!onsite!extinguisher,!an!employee!will!be!able!to!
attempt!to!extinguish!the!fire.!All!employees!will!be!instructed!how!to!use!the!fire!
extinguisher!(the!P.A.S.S.!method)!upon!hiring.!Once!the!employees!are!in!a!safe!
space!outside!of!the!facility!(even!if!the!fire!has!b een! extinguished)!they!are!to!
contact!local!authorities!and!then!the!Marijuana!Establishment’s!head!
administrator(s),!if!not!present.!The!security!system!will!have!already!contacted!
local!authorities,!however,!our!employees!will!be!instructed!to!make!a!manual!call!
themselves!in!case!of!a!potential!error!in!the!security!system!and!for!safe!measure.!
!
Weather!Emergency:!Our!policy!is!to!follow!the!instruction!of!local!officials!in!
regard!to!weather!emergencies.!The!Accuweather!App!is!on!the!security!agent’s!iPad!
and!the!office!desktop,!this!can!be!used!to!track!advisory’s!and!weather-related!data.!
Employees!are!instructed!to!stay!inside!the!facility!until!local!officials!advise!that!
conditions!have!become!more!favorable.!If!employees!choose!to!leave!or!act!
otherwise,!it!will!be!at!their!own!risk.!We!understand!some!employees!may!have!
obligations!to!take!care!of!in!emergency!situations,!we!understand!and!respect!that!
and!will!allow!them!to!do!as!they!wish,!even!if!it!is!against!what!is!advised.!
Managers!on!staff!will!be!instructed!to!keep!administrators!of!the!establishment!
informed!as!is!possible.!!
!
Miscellaneous!Emergency:!In!the!event!of!all!other!types!of!emergencies!which!may!
be,!but!is!not!limited!to;!a!pipe!burst,!flooding,!CO2,!gas!leak,!mold,!chemical!spill,!
structural!failure,!or!any!other!emergency!that!warrants!immediate!action,!business!
at!the!establishment!will!shut!down!and!employees!will!be!instructed!to!leave,!so!
long!as!it!is!safe!to!do!so.!Administration!will!be!notified!immediately.!If!it!is!not!safe!
for!employees!to!leave,!administrators,!local!officials,!or!emergency!responders!will!
advise!employees!on!next!steps.!!No!employees!will!be!detained,!but!they!may!be!
asked!to!stay!for!the!best!interest!of!their!safety.!These!situations!will!be!handled!on!
a!case-by-case!basis.!In!most!circumstances,!employees!will!be!instructed!to!go!
home!and!the!business!will!remain!closed!until!the!emergency!situation!is!resolved.!
In!any!event,!once!the!situation!is!under!control!and!it!is!safe!to!do!so,!a!report!will!
be!created!and!the!CCC!will!be!informed.!!
!
In!the!event!of!emergency!relating!to!diversion,!theft,!or!loss;!all!product!will!be!
moved!to!the!back!office!area!(limited-access!area)!into!the!secure!product!storage!
room!where!it!can!be!secured!to!be!reviewed!by!an!authorized!agent.!With!the!
entire!product!secured,!we!can!review!security!footage!to!identify!the!cause!of!the!
%0,,.!At!this!time,!a!full!inventory!audit!will!occur!to!identify!what!may!be!missing.!!
!
Customer)Service)Policy:)
!
It!is!one!of!our!overall!goals!to!give!our!customers!a!great!experience!while!they!
visit!our!establishment.!Our!intention!during!training!is!to!hire!and!develop!
employees!that!understand!this!goal!and!how!to!best!achieve!it.!!
!
Complaint!Protocol:!If!we!receive!a!complaint!from!a!customer,!we!will!initiate!an!
internal!review.!The!review!will!entail!visiting!with!staff!that!was!on!duty!during!the!
time!of!the!complaint.!After!hearing!from!staff!-!management!and!administration!
will!check!other!references!that!may!bring!more!information!to!light!(security!
cameras,!other!customers,!etc).!With!all!the!information!in!management!and!
administration’s!hands,!a!determination!will!be!made!in!regards!to!the!employee!
that!is!subject!of!the!complaint.!!
)
/%$*,$-,$$-01.-6$+1.&!"-/%*4-20.-21.!3$.-&420.'*!&04-.$%*!&47-!0-+.&!$.&*-,$!-20.!3-&4-89:-
;<=-:>>5?>5-
)
Hours)of)Operation)
)
Monday!–!Thursday:!10am!–!8pm!
Friday!–!Saturday:!10am!–!10pm!
Sunday:!12pm!–!8pm!
!
@0!$A-B!-&,-01.-&4!$4!&04-!0-7*!3$.-(*!*-04-01.-C1,"-301.,-*,-D$%%-*,-!0-7*!3$.-
&420.'*!&04-2.0'-01.-+%&$4!$%$-*,-!0-!3$-301.,-!3$"-D01%(-%&E$-!0-,$$-1,-0#$.*!$5-B2-D$-
2&4(-&!-'*"-C$-C$4$2&+&*%-!0-,!*"-0#$4-%*!$.-&4!0-!3$-4&73!-0.-0#$4-%*!$.-04-&4-!3$-(*"-D$-
D&%%-'*E$-!3$-*(F1,!'$4!,-*++0.(&47%"5--
-
After!Hours!Contact:!!
!
Jack!Carney,!Manager!
Cell:!(515)!460-8350!
Email:![email protected]!
)
)
)
)
Storage)of)Marijuana)
)
Storage!Areas:!
!
At!all!times,!our!cannabis!products!will!be!stored!in!one!of!the!following!three!areas!
in!our!establishment.!All!areas!are!within!a!controlled!environment!where!the!
conditions!are!being!kept!at!specific!levels.!
!
1. Product!Storage!Room(s)!–!this!is!a!lockable!room,!which!serves!as!our!
primary!storage!area!for!cannabis!products.!!
a. Inside!of!the!room!are!several!racks!with!labeled!bins!on!the!racks.!
Product!will!be!organized!in!these!bins.!These!are!open!bins,!not!
closed!and!sealed.!Packaged!product!will!be!placed!in!them.!
b. Also!inside!the!inventory!room!1!is!a!separate!cabinet!for!unsellable!
product.!Damaged!product,!compromised!product,!outdated!product,!
product!being!destroyed,!or!in!any!way!unsellable!according!to!935!
CMR,!will!be!placed!in!this!cabin et!to!be!returned!or!destroyed!
according!to!our!waste!and!disposal!procedures.!!
c. There!will!be!a!bin!dedicated!to!cannabis!product!that!has!been!
rendered!unusable.!All!products!that!have!been!rendered!unusable!
will!be!stored!in!this!bin.!The!contents!of!this!bin!will!be!transferred!
to!an!on!site!locked!trash!bin!to!be!picked!up!by!a!licensed!waste!
disposal!provider.!
2. Display!Cases!–!The!showroom!is!designed!with!a!perimeter!of!display!cases!
separating!the!customer!from!our!marijuana!agents!as!well!as!four!display!
cases!mounted!on!the!wall!behind!the!floor!display!cases.!All!of!the!display!
cases!are!lockable.!
!
Upkeep:!The!areas!where!cannabis!products!are!kept!are!maintained!on!a!daily!
basis!to!ensure!that!we!are!meeting!sanitation!protocols!and!limiting!the!likelihood!
of!any!type!of!infestation!of!pests.!
!
Monitoring:!Security!cameras!capture!all!activity!in!areas!where!cannabis!products!
are!being!stored.!!
!
When!product!is!being!received!and!checked!prior!to!stocking,!this!process!is!video!
recorded!and!manifests!are!kept!detailing!the!reception!of!the!product.!The!
marijuana!agent!that!was!in!receipt!and!conducted!the!review!signs!the!manifest.!
!
/%$*,$-,$$-01.-6!0.*7$-02-<*.&F1*4*-/%*4-20.-'0.$-($!*&%$(-&420.'*!&04-04-01.-,!0.*7$-
#.0!0+0%5--
!
)
)
)
)
)
)
)
Product)Variation)
)
We!will!carry!the!following!types!of!cannabis!products.!Product!types!will!be!added!
to!this!list!over!time!as!new!products!and!product!types!are!made!available!in!the!
market.!!
!
Flower!–!Dried!buds!of!the!cannabis!plant.!!
Concentrates!–!Solvent!based!product!that!is!a!result!of!an!extraction!
process!of!cannabis!buds!and!other!plant!materials.!!
Vape)Cartridges!–!Concentrates!of!various!solvent!types!fil led!into!
cartridges!that!can!be!used!with!vaporizer!pens.!!
Edibles!–!Edible!products!that!have!been!infused!with!THC!or!CBD.!
The!most!common!forms!of!edibles!will!be!brownies,!cookies,!soft!
drinks,!and!hard/soft!candies,!chocolates,!caramels,!etc.!!
Topicals!–!These!are!lotions!that!are!usually!CBD!dominant!that!can!
be!used!to!apply!to!sore!muscles!for!quick!and!natural!relief.!!
!
All!products!will!be!pre-packaged,!tested,!and!labeled!before!our!reception!by!the!
cultivator!or!product!manufacturer!licensee!that!we!acquire!the!product!form.!
)
Record)Keeping)
)
All!physical!documents!are!kept!in!a!secured!and!locked!file!cabinet!in!the!back!
office.!Only!authorized!agents!have!access!to!this!file!cabinet.!A!running!list!of!
agent’s!authorizations!is!also!kept!in!the!back!office.!
!
Filing!Procedure:!Documents!relating!to:!
- Waste!disposal!
- Inventory!(delivery!manifests,!confirmation!of!delivery!receipt!reports,!
audits,!and!destruction/disposal!reports)!
- Completed!visitor!log!sheets!
- Daily!sales!reports!
- Deposit!reports!relating!to!cash!pick-ups!
- Deposit!reports!relating!to!any!other!kind!of!deposits!!
All!of!the!items!listed!above,!as!well!as,!any!other!documentation!relating!to!
operations!on!the!premises!shall!be!submitted!to!a!drop!safe!by!agents!and!then!
filed!away!in!the!secure!and!locked!file!cabinet ! in!the!back!office!by!authorized!
agents.!Real!time!inventory!will!be!accessible!through!our!POS!system!and!our!most!
recent!inventory!audits.!
!
G@0-2&%$,-,3*%%-C$-(&,#0,$(-02-C"-*7$4!,H-14%$,,-!3$"-*.$-*4-*1!30.&I$(-*7$4!-*4(-!3$-2&%$-
&,-($$'$(-144$+$,,*."-!0-'*&4!*&4-#1.,1*4!-!0-!3$-.$J1&.$'$4!,-&4-89:-;<=-:>>H-!3$-
*1!30.&I$(-*7$4!-'*"-,3.$(-!3$-(0+1'$4!-04-,&!$5-
-
Digital!Real!Time!Inventory:!Inventory!numbers!will!be!reflected!in!real-time!by!our!
POS!system!and!reports!will!be!printed!and!filed!weekly!relating!to!inventory!counts!
and!monthly!relating!to!inventory!audits.!Our!POS!system!will!also!differentiate!
products!in!our!inventory!that!are!sellable!and!products!that!are!unsellable.!
-
Real!Time!Inventory!Continued:!In!addition!to!our!digital!real!time!inventory,!we!
will!keep!a!running!log!within!the!unsellable!product!cabinet!to!show!all!of!the!
product!that!is!within!the!cabinet!at!any!given!time.!This!log!will!be!hung!on!the!
door!of!the!cabinet,!not!to!leave!its!designated!sp ot .!All!product!that!is!deemed!
unsellable!will!also!have!a!form!filled!out!and!attached!to!it.!The!form!will!detail!the!
reason!it!was!deemed!unsellable.!This!form!will!stay!attached!to!the!product!until!it!
is!destroyed!or!returned.!Once!it!is!destroyed!or!returned!the!form!will!be!filed!
away!in!the!back!office!with!the!disposal!records.!The!log!on!the!unsellable!product!
cabinet!will!be!updated!to!reflect!the!current!contents!of!the!cabinet.!
-
Hard!Drive!Storage:!When!hard!drives!near!capacity!their!data!will!be!exported!to!
external!hard!drives!and!stored!in!a!secured!and!locked!safe!or!cabinet!in!the!back!
office.!If!a!hard!drive!is!removed!from!a!device!it!will!also!be!stored!in!a!secured!and!
locked!safe!or!file!cabinet.!All!hard!drives!will!be!erased!before!disposal.!
!
Nightly!Audit:!We!will!perform!an!inventory!audit!at!the!end!of!each!evening!to!
compare!our!digital!record!with!our!physical!inventory.!A!report!of!the!findings!will!
be!emailed!to!the!General!Manager!so!there!is!a!record!and!note!of!any!findings!in!
the!audit!or!any!inventory!related!messages!to!pass!on!from!that!day.!
!
Weekly!Inventory!Reports:!At!the!end!of!each!week,!we!will!create!a!weekly!
inventory!audit!report!that!compiles!all!of!the!nightly!audit!reports!into!a!report!for!
the!entire!week.!The!report!will!include!any!items!that!were!lost!as!well!as!any!
adjustments!that!were!made!–!the!report!may!also!include!that!investigations!are!
currently!ongoing!into!a!missing!item!or!inventory!record!discrepancy,!it!may!also!
include!details!regarding!a!completed!investigation!including!the!investigations!
findings!and!the!resulting!actions!taken.!!
!
Continued:!In!the!event!of!any!discrepancies!relating!to!lost!product,!an!internal!
investigation!will!be!initiated!to!locate!the!potential!account ing!error!or!l oss!of!
product.!!
!
Monthly/Yearly!Audits:!We!will!conduct!our!nightly!inventory!counts!and!weekly!
audit!reports!throughout!the!year!and!once!a!month!will!issue!a!monthly!inventory!
audit!report!that!will!show!the!amount!of!product!that!is!on!the!premises,!summary!
of!findings,!the!date!of!the!audit,!name!of!the!person!who!prepared!the!report.!The!
report!will!be!filed!away!in!the!secure! fil e!cabinet.!
!
*All!audit!reports!relating!to!inventory!will!be!filed!according!to!the!filing!procedure!
detailed!above.!
!
)
)
Further)Recording)Keeping)
!
All!physical!and!digital!records!are!kept!on!site!in!one!of!two!areas.!
!
1. Locked!and!secured!file!cabinet!with!multiple!folders!allowing!the!
establishment!to!categorize!documents!and!allow!for!ease!in!locating!
specific!documentation!when!needed.!!
2. Locked!and!secured!safe!for!sensitive!materials!and!hard!drives!from!
POS!software!and!another!other!computers!at!the!establishment!that!
handle!sensitive!information!relating!to!the!establishment,!its!
administrators,!agents,!or!customers.!
!
Operating!Policies/Procedures:!Our!operating!policies/procedures!are!made!
available!in!the!break!room!and!in!the!back!office.!Both!will!be!placed!in!an!easy!to!
access!area!and!all!agents!are!informed!of!their!location!so!they!can!refer!to!the!
operating!procedures!if!they!ever!have!an!inquiry!as!to!how!a!specific!circumstance!
is!to!be!handled.!The!operating!procedure!also!has!contact!information!for!an!
administrator!that!can!be!reached!at!any!time!if!a!specific!question!must!be!
answered!immediately.!!
!
Inventory!Records:!Records!relating!to!delivery!receptions,!inventory!audits,!or!any!
other!documentation!relating!to!our!inventory!are!filed!away!in!the!secured!and!
locked!file!cabinet!in!the!back!office.!The!records!will!be!available!upon!request!at!
the!establishment.!!
!
Personnel!Records:!Personnel!of!the!establishment!each!have!a!file!made!in!their!
name.!All!documents!relevant!to!the!employee!and!their!employment!will!be!stored!
within!their!folder.!The!employee!file!will!be!kept!for!at!least!one!calendar!year!after!
their!employment!is!terminated!at!our!establishment.!!
!
Business!Records/Files/Documents:!
• Licenses!and!permits!will!be!presented!according!to!regulation!and,!
depending!on!the!specific!document,!may!be!presented!on!the!wall!of!the!
establishment!in!clear!view!of!the!public.!!
• In!the!secured!and!locked!file!cabinet!in!the!back!office,!there!is!a!business!
document!section!for!all!of!the!establishment’s!personal!documents!relating!
to!its!license!and!any!state!or!local!permits.!!
!
Waste!Disposal!Records:!In!the!secured!and!locked!file!cabinet,!there!is!a!file!for!
waste!disposal!records!categorized!by!month!and!saved!per!year.!The!record!will!
display!information!on!the!waste!disposal,!the!time!and!date,!the!contents!and!
weight,!and!a!signature!of!two!marijuana!agents!that!were!present!during!the!
weighing!of!the!waste.!There!is!a!record!of!when!the!waste!was!disposed!of!and!a!
signature!of!the!agent!who!conducted!the!disposal.!!
)
Quality)Control)
!
Upon!reception!of!a!delivery!of!product,!our!marijuana!agent!compares!the!
delivered!product!with!the!manifest!received!from!the!marijuana!establishment!the!
product!came!from.!The!product!is!inspected!and!weighed!by!our!marijuana!agent!
to!make!sure!there!is!accuracy!between!what!is!detailed!on!the!manifest!and!the!
content!of!the!order!that!we!physically!received.!During!this!inspection,!our!
marijuana!agent!also!inspects!the!packaging!of!each!product!to!ensure!it!is!adhering!
to!the!label!requirements!and!testing!requirements!in!935!CMR!500.160.!Also,!the!
agent!checks!to!make!sure!the!packaging!has!not!been!breached!or!tampered!with!
and!that!the!product!has!not!expired.!Any!product!that!does!not!adhere!to!the!
criteria!will!be!returned!to!the!driver!to!then!be!returned!to!the!marijuana!
establishment!it!came!from.!This!procedure!is!to!ensure!all!the!product!we!are!
receiving!is!up!to!code!and!able!to!be! sol d.!!
!
During!our!weekly!inventory!report,!our!marijuana!agents!pay!attention!to!the!dates!
on!each!package!to!make!sure!that!the!product!is!not!out!of!date!and!that!the!
package!has!not!been!breached!or!tampered!with.!If!the!product!is!out!of!date,!it!is!
moved!to!a!secured!cabinet!within!our!back!office!storage!cage!to!ensure!that!it!will!
be!destroyed!and!disposed!of!according!to!our!waste!disposal!protocol.!!
!
Our!facility!is!cleaned!on!a!daily!basis!to!sterilize!all!surface!areas!that!receive!
regular!contact.!All!areas!where!cannabis!products!are!stored!will!also!receive!up!
keep!on!a!daily!basis!to!ensure!a!clean!and!unobstructed!storage!area!as!well!as!to!
mitigate!the!likelihood!of!a!pest!related!issue.!
)
Pest)Control)
)
In!the!event!of!any!pest!issues!that!are!unmanageable!by!over!the!counter!products,!
we!will!immediately!contact!Minute!Man!Pest!Control!Co,!a!local!pest!control!service!
provider,!who!is!nearby!and!will!be!able!to!quickly!assist!with!any!pest!related!
issues!we!encounter.!
!
Testing)
)
NO!product!will!be!available!for!sale!at!our!location!that!arrives!at!our!facility!
without!a!testing!result!label!on!its!packaging.!The!product!will!be!returned!to!the!
delivery!driver!and!then!returned!back!to!the!marijuana!establishment!that!it!came!
from.!!
!
NO!product!that!does!not!comply!with!the!standards!required!under!935!CMR!
500.160!will!be!available!for!sale!at! ou r!location.!The!product!will!be!returned!to!the!
delivery!driver!and!then!returned!back!to!the!marijuana!establishment!that!it!came!
from.!!
!
Sanitation))
)
Employee!Sanitation!Requirements:!
• Maintain!adequate!personal!cleanliness!
• Washing!hands!thoroughly!in!an!adequate!hand-washing!area!before!starting!
work,!and!at!any!other!time!when!hands!may!have!become!soiled!or!
contaminated!
• After!using!the!bathroom,!hands!are!required!to!be!washed!similar!to!food!
prepping!facilities!
!
Workplace!Sanitation/Cleanliness:!
• Proper!organization!of!establishment!to!offer!sufficient!space!for!placement!
of!equipment!and!storage!of!materials!necessary!for!the!maintenance!of!
sanitary!operations!
• Litter!and!waste!will!be!removed!on!a!daily!basis!to!minimize!the!
development!of!odor!
• Walls,!floors,!and!ceilings!shall!be!cleaned!regularly!to!maintain!a!clean!
professional!workplace!
• There!is!safety!lighting!throughout!the!facility!that !w il l!turn!on!in!the!event!of!
a!power!outage!that!will!allow!for!ample!lighting!in!the!establishment!
• All!contact!surfaces!will!be!cleaned!on!a!daily!basis!including!shelving,!
display!cases,!all!door!handles,!all!desks,!sca l es,!and!other!surfaces!that!
experience!regular!contact!will!be!cleaned!on!a!daily!basis!to!maintain!a!clean!
and!sanitized!workplace!
• All!toxic!items!shall!be!identified!and!stored!in!a!specific!trash!receptacle!
used!only!for!toxic!items!
• There!is!one!bathroom!on!site!that!maintains!proper!plumping!and!access!to!
water!and!it!will!be!cleaned!regularly!to!maintain!sanitation!!
• The!marijuana!establishment!has!a!controlled!environment!to!allow!for!the!
best!storage!conditions!for!our!inventory!–!product!that!requires!more!
specific!conditions!(like!refrigeration)!will!be!stored!accordingly! t o!best!
maintain!the!products.!Additional!equipment!will!be!brought!in!to!combat!
excess!humidity!or!dry!conditions!if!needed.!
!
Staffing)Plan)&)Records))
)
At!any!time!we!must!have!the!following!staff!to!operate!the!store.!!
!
• One!agent!to!secure!the!entry!checkpoint!and!verify!IDs!
• One!agent!to!work!the!show!floor!!
• One!inventory!agent!
!
It!is!our!goal!to!staff!the!store!with!the!following!staff!to!allow!for!an!efficient!and!
safe!work!flow.!!
!
• One!agent!to!secure!the!entry!checkpoint!and!verify!IDs!
• One!agent!to!work!the!show!floor!and!a!second!to!run!orders!
• Two!cashiers!
• One!inventory!agent!
• One!shift!lead!
!
Additional!agents!will!be!scheduled!to!assist!in!times!of!high!traffic.!Example!of!
times!of!high!traffic!will!be!Fridays!after!5!PM,!and!weekends!during!the!day!and!
night.!But,!at!all!times,!the!establishment!will!have!a!minimum!of!three!agents!on!
duty.!!
!
Employment!will!be!full-time!and!part-time.!!
!
Personnel)Records)
!
Each!employee,!upon!hiring,!will!have!an!employee!file!opened.!The!employee!file!
will!serve!as!an!organizational!tool!for!our!establishment!to!store!specific!
information!and!documentation!relating!to!the!employee!to!satisfy!the!requirements!
laid!out!in!935!CMR!500.105(9)(d).!!
)
Workplace)Policies)
)
The!following!activities!will!be!prohibited!on!our!premises!(this!includes!the!
parking!lot):!
• Smoking!or!vaping!of!cannabis,!tobacco,!or!any!other!substance!
• Drinking!alcohol!!
• Possession!of!any!drugs!that!are!not!prescribed!by!a!doctor!or!avail a b le!over!
the!counter!
• Being!under!the!influence!of!drugs!or!alcohol!
• Discrimination!of!any!kind!
!
Fake/Counterfeit!Identification:!If!a!patron’s!identification!is!found!to!be!fa k e,!
counterfeit,!or!not!belonging!to!the!individual!who!presented!it,!our!agents!will!be!
instructed!to!ask!the!patron!to!leave.!If!the!patron!refuses!to!leave!they!will!be!
informed!that!local!law!enforcement!is!being!called.!We!cannot!detain!the!patron.!
We!will!offer!our!security!footage!to!law!enforcement!if!they!wish!to!investigate!the!
occurrences.!
!
Actions!resulting!in!immediate!dismissal!of!marijuana!agents:!
• Failure!to!check!or!properly!verify!an!ID!at!any!time!when!it!is!required!
relating!to!the!procedures!we!have!laid!fort h! in!training.!
• Sharing!of!information!relating!to!security!protocols!or!other!sensitive!
information!relating!to!procedures!for!the!movement!of!product!or!cash!that!
could!put!the!business,!workplace,!employees,!and!its!patrons!at!risk.!
• Failure!to!wear!registered!agent!ID!while!on!duty!at!the!establishment.!!
• Failure!to!check!in!and!wear!guest!ba dge!w hile!visiting!(outside!of!scheduled!
hours)!and!entering!limited!access!areas.!!
• Being!unaccompanied!while!visiting!and!in!a!limited!access!area.!(Example,!
unaccompanied!in!the!back!office!with!no!other!on!duty!agents!present)!
• Failure!to!accompany!a!visitor!while!they!are!in!our!limited!access!area.!
• Diversion!of!cannabis!products.!
• Engaging!in!any!actions!deemed!unsafe!with!regards!to!the!operation.!
• Been!convicted!or!entered!a!guilty!plea,!plea!nolo!contendere,!or!admission!
to!sufficient!facts!of!a!felony!drug!offense!involving!distribution!to!a!minor!in!
any!jurisdiction.!!
• Theft!of!any!kind.!
!
In!the!event!any!of!our!registered!agents!are!suspected!to!be!guilty!of!any!of!the!
previously!listed!reasons!for!dismissal,!the!agent!will!be!immediately!suspended!
without!pay!while!we!investigate!the!suspected!actions!to!determine!if!the!suspicion!
can!be!verified.!If!the!suspicion!can!be!verified,!the!agent!will!be!terminated!from!
our!employment,!the!CCC!will!be!informed,!and!local!law!enforcement!will!be!
informed!depending!on!the!nature!of!the!reason!for!dismissal.!!
!
Handling)&)Storage)of)Confidential)Information)
!
All!confidential!information!is!stored!in!a!secure!and!locked!file!cabinet!tha t !only!
administrators!have!access!to.!!
!
Employee!files,!which!may!contain!confidential!information,!will!be!stored!in!a!
secured!and!locked!file!cabinet.!!
!
If!an!employee!obtains!a!document!they!believe!to!be!confidential!information,!they!
are!instructed!to!pass!the!document!off!to!an!authorized!agent!to!be!immediately!
placed!in!the!secure!file!cabinet.!If!an!authorized!agent!is!not!available,!the!
document!is!to!be!placed!in!the!back!office!drop!safe.!
!
Once!information!is!no!longer!needed,!it!will!be!shredded!on!site!and!then!disposed!
of.!Records!will!be!kept!for!the!duration!of!what!is!required!by!the!regulations!set!
forth!throughout!935!CMR!500!and!may!be!kept!longer!for!reasons!relating!to!our!
establishment’s!best!interest.!!
!
Information)on)Board)Member s!
!
Until!our!website!is!up!and!operational!and!a!tab!can!be!created!to!allow!patrons!to!
request!information!relating!to!the!board!members!of!the!establishment,!our!
employees!will!be!instructed!to!offer!information!for!the!members!of!the!board!via!
computer!printout.!!
)
Cash)Handling)
!
Till!Balance/Drop!Safe:!Each!till!will!have!a!cash!balance!level!of!$190.!The!till!will!
begin!and!end!the!day!at!$190!in!cash.!Throughout!the!day!a!cashier!&!manager!will!
balance!a!till!that!has!received!a!large!amount!of!cash!transactions!and!remove!cash!
from!the!till!to!lower!the!till’s!value.!Our!agents!will!be!instructed!to!pay!attention!to!
the!cash!level!of!their!till.!For!instance,!if!they!receive!several!large!transactions!
consecutively,!the!agent!should!inform!a!manager!and!have!the!till!balance!lowered!
after!their!next!transaction.!The!manager!or!shift!lead!will!write!the!cash!total!on!the!
outside!of!a!deposit!envelop!along!with!the!registers!ID,!sign!their!name,!and!write!
the!time!of!the!deposit.!The!bank!envelope!with!the!cash!contents!inside!will!then!be!
placed!in!the!wall!safe.!!
!
Transfer!from!Drop!Safe!to!Primary!Safe:!The!next!morning!the!manager!will!
remove!the!cash!deposits!from!the!previous!night,!count!the!contents!to!confirm!it!
matches!the!daily!totals!from!the!previous!day,!and!then!deposit!the!money!into!the!
main!safe..!!
!
Cash!Storage!Locations:!At!any!time,!cash!will!be!located!within!one!of!four!places;!
the!cash!register!tills,!the!back!office!drop!safe,!or!the!operations!safe,!or!the!main!
safe.!
!
Safe!storage:!The!safe!will!have!a!running!6*2$-6!0.*7$-K07-that!any!authorized!
agent!making!the!deposit!will!be!required!to!fill!out!on!each!entry!into!the!safe.!The!
information!to!be!documented!will!be;!date,!time,!printed!name,!reason!(deposit,!
withdraw,!audit),!withdraw!amount,!deposit!amount,!new!total,!and!signature.!Even!
if!no!contents!are!added!or!removed,!a!log!of!the!opening!of!the!safe!and!signature!of!
the!authorized!agent!that!opened!the!safe!must!be!recorded!(this!would!be!recorded!
as!an!“audit”).!The!safe!will!be!organized!so!that!deposits!from!the!drop!safe!for!each!
day!can!be!organized!in!their!own!section.!!
-
Deposit!Method!&!Frequency:!All!of!our!deposits!will!be!made!via!a!licensed!and!
certified!currency!transportation!company!and!delivered!to!a!GFA!bank!branch!for!
deposit.!We!are!currently!working!with!Plymouth!Armor!who!is!an!armored!carrier!
provider!that!has!been!approved!by!our!bank.!We!schedule!pick-ups!at!randomized!
times,!
!
)
Preventing)Sale)of)Product)to)Minors)
!
The!following!protocols!are!implemented!to!prevent!the!access!of!cannabis!products!
to!any!person!under!the!age!of!21.!
• Clear!signage!at!the!immediate!point!of!entry!indicating!all!who!enter!must!
be!21!or!older!and!must!present!a!valid!form!of!ID.!
• Immediate!ID!check!upon!entry.!
• Secondary!ID!check!at!the!point!of!transaction!to!ensure!the!patron!is!21!or!
older.!
• Perimeter!cameras!showing!all!vantage!points!outside!of!our!facility!that!will!
be!monitored!at!all!times!during!operational!hours!by!our!marijuana!agent!at!
the!front!entry!checkpoint.!They!will!have!a!monitor!to!view,!which!will!show!
camera!angles!outside!of!the!establishment.!The!agents!will!be!trained!to!
take!notice!of!any!suspicious!activity!occurring!on!the!premises.!!
• Parking!lot!signage!stating!that!the!area!is!under!24-hour!surveillance.!!
• Interior!signs!stating!that!diversion!to!anyone!under!the!age!of!21!is!a!felony!
offense.!
• During!training,!it!will!be!made!a!point!of!emphasis!that!restricting!the!access!
of!cannabis!product!to!minors!is!a!focus!of!our!daily!activities.!Our!agents!will!
be!instructed!to!always!be!looking!for!signs!of!this!taking!place.!!
• In!the!event!that!one!of!our!agents!is!made!aware!of!a!situation!where!the!
sale!of!cannabis!to!minors!is!occurring,!they!will!be!instructed!to!share!this!
information!with!administration.!In!the!event!that!one!of!our!agents!is!found!
to!have!had!knowledge!of!this!crime!and!did!not!inform!administration!–!the!
agent!will!be!suspended!without!pay!and!an!investigation!will!be!conducted!
to!verify!the!suspicion.!In!the!event!the!suspicion!is!verified,!the!agent!will!be!
terminated!and!the!CCC!will!be!notified.!If!necessary!relating!to!the!
circumstances!and!the!nature!of!the!actions!that!lead!to!the!termination,!local!
law!enforcement!will!be!informed.!
!
Energy)Efficiency)and)Conservation)Procedures)
!
1. !High!efficiency!interior!lighting!!
2. !Lighting!will!only!be!utilized!when! necessary.!
3. !We!are!currently!pursuing!energy!efficiency!in!our!retail!operation!by!
leveraging!the!Mass!Save!incentive!programs!and!working!with!local!
distributors!to!continually!have!the!most!efficient!delivery!methods!in!
Northampton!area.!
!
!
!
!
Contact!Manager!Jack!Carney!@!(515)!460-8350!at!anytime!
with!questions!relating!to!any!of!the!above.!
!
Record'Keeping'Procedures'
'
All!records!will!be!kept!in!a!lockable!file!cabinet!in!the!back!office!as!well!as!on!hard!
drives!&!cloud!based!storage!servers.!The!file!cabinet,!hard!drives,!&!cloud!servers!
will!be!organized!with!folders!and!all!procedures!that!require!the!creation!of!a!
record!will!have!a!folder!for!the!records!to!be!stored! in .!!
!
Other!types!of!records!will!be!POS!data!and!security!footage!data.!POS!data!will!be!
backed!up!on!hard!drives!and!will!be!secured!in!the!locked!file!cabinet!or!a!locked!
safe.!Security!footage!that!is!not!held!on!the!security!recording!system!will!be!
downloaded!onto!an!external!server!or!HD!and!will ! be!locked!in!the!file!cabinet!or!
secured!within!the!security!servers!room.!!
!
Filing!Procedure:!
!
1. If!a!procedure!calls!for!a!report!to!be!created,!once!the!report!is!created!it!is!
to!be!filed!away!in!the!proper!file!within!the!file!cabinet!in!the!back!office.!!
2. The!back!office!is!locked!at!all!times!when!not!in!use.!If!the!office!is!locked!
and!a!manager!is!not!present!or!available!with!access!to!the!office,!the!report!
is!to!be!placed!in!the!drop!safe!that!hangs!next!to!the!door.!!
3. Once!a!manager!is!available,!the!manager!will!obtain!the!report!that!is!in!the!
bin!and!file!it!away!in!the!file!cabinet.!!
4. If!a!manager!is!present!and/available!with!access!to!the!office,!the!report!can!
be!handed!directly!to!them!to!be!filed!away.!!
!
Filed!Records:!
!
1. Operating!Procedures/Policies!!
a. Security!Plan!
b. Plan!for!Obtaining!Marijuana!Product!
c. Restricting!Access!to!21+!
d. Prevention!of!Diversion!
e. Storage!of!Marijuana!
f. Transportation!of!Marijuana!
g. Inventory!Procedures!
h. Quality!Control!&!Testing!
i. Dispensing!Procedures!
j. Personnel!Policies!!
k. Record!Keeping!Procedures!
l. Financial!Record!Maintenance!!
m. Diversity!Plan!
n. Qualifications!&!Training!
2. Inventory!Records!
3. Seed-to-Sale!Tracking!Records!
4. Personnel!Records!(*a!folder!will!be!maintained!for!each!employee!with!the!
following)!
a. Employee!Job!Description!
i. There!is!a!folder!that!contains!a!staffing!chart!and!a!job!
description!document!for!each!of!our!currently!active!
employees.!!
b. All!documents!submitted!to!the!CCC!
c. Documentation!of!verification!of!references!
d. Job!description!and/or!employment!contract!
e. Documentation!of!all!required!training!
f. Signed!statement!of!training!received!by!agent!
g. Documentation!of!periodic!performance!evaluations!!
h. Record!of!disciplinary!actions!taken!
i. Notice!of!completed!responsible!vendor!training!
j. Notice!of!eight!hour!related!duty!training!
k. Background!check!results!
l. Background!check!related!documents!
5. Business!Records!
a. Assets!&!Liabilities!!
b. Monetary!Transaction!Reports!
c. Books!of!Accounts!
d. Sales!Records!
e. Salary!&!Wage!Records!
f. Payment!Records!
g. Deposit!Records!
6. Waste!Disposal!Records!
!
Following(the(closure(of(our(establishment,(all(records(will(be(kept(for(one(calendar(
year(in(a(location(that(is(acceptable(to(the(commission.(
!
Other!Records/Reports:!
!
Below!is!a!running!list!of!all!of!the!types!of!reports/documents!that!will!be!filed!
away!in!the!file!cabinet.!More!records/reports!will!be!added!over!time.!
!
o Inventory!reception!reports!(delivery!manifests)!
o Inventory!audit!reports!
o Monthly!analysis!of!sales!data!and!equipment!(CMR!500.140!(6)d)!
o Monthly!analysis!of!security!systems!(CMR!500.110!(5)e)!
o Returned/exchanged!products!from!customers!
o Returned!products!to!vendors!
o Documentation!of!all!employees!with!keys!&!access,!categorized!by!position!
(running!–!updated!as!necessary)!
!
!
Maintenance(of(Financial(Records(
!
Financial!records!will!be!kept!in!three!separate!areas:!
!
1. Internal!and!External!hard!drives!stored!on!site.!All!hard!drives!will!be!
secured!within!the!back!office.!!
!
2. Third-party!Accounting/Human!Resource!Partner!-!in!relation!to!payroll!and!
other!financial!documents.!Duplicates!of!these!records!may!be!kept!onsite!&!
in!a!shared!cloud!folder!and!will!be!able!to!be!produced!upon!demand.!
!
3. All!printed!financial!documents!will!be!kept!in!an!appropriate!file!in!the!back!
office’s!secured!file!cabinet!that!will!be!locked!at!all!times.!!
!
Recorded!Business!Documents:!
!
The$following$documents$will$be$recorded$and$available$upon$request$from$our$
establishment.$
!
1. All!Assets!&!Liabilities!!
!
2. Monetary!Transaction!Ledgers!
!
3. Books!of!Account,!including!but!not!limited!to;!ledgers,!journals,!supporting!
documents,!agreements,!checks,!invoices,!vouchers,!etc!
!
4. Sales!records,!including!quantity!sold,!form,!and!cost!
!
5. Salary!and/or!wages!paid!to!each!employee,!stipend!paid!to!each!board!
member,!and!any!executive!compensation,!bonus,!benefit,!or!item!of!value!
paid!to!any!individual!affiliated!with!our!establishment!
!
Additional!Protocols:!!
!
1. No!software!or!methods!will!be!utilized!to!manipulate!sales!data!or!any!date!
on!our!POS!software.!!
!
2. Our!POS!provider,!Green!Bits,!is!SOC!1!&!SOC!2!compliant!which!certifies!
their!ability!to!securely!manage!and!monitor!our!POS!data!to!ensure!no!
manipulation!or!corruption!is!occurring.!
!
500.140(5)(d)!A!retailer!shall!conduct!a!monthly!analysis!of!its!equipment!
and!sales!data!to!determine!that!no!software!has!been!installed!that!could!be!
utilized!to!manipulate!or!altersales!data!and!that!no!othermethodologyhas!
been!employed!to!manipulate!or!alter!sales!data.!A!Marijuana!Retailer!shall!
maintain!records!that!it!has!performed!the!monthly!analysis!and!produce!it!
on!request!to!the!Commission.!If!a!retailer!determines!that!software!has!been!
installed!for!the!purpose!of!manipulation!or!alteration!of!sales!data!or!other!
methods!have!been!utilized!to!manipulate!or!alter!sales!data:!
$
1.$It$shall$immediately$disclose$the$information$to$the$Commission;$$
2.$It$shall$cooperate$with$the$Commission$in$any$investigation$regarding$
manipulation$or$alteration$of$sales$data;$and$$
3.$Take$such$other$action$directed$by$the$Commission$to$comply$with$935$CMR$
500.105:$General$Operational$Requirements$for$Marijuana$Establishments$
$
We!will!conduct!randomly!scheduled!monthly!audits!on!all!sales!equipment!
and!related!data!systems!(including!Green!Bits!POS)!to!verify!compliance!
with!CMR!500.140(6)(c).!This!audit!will!be!a!multiple!point!check!to!ensure!
that!the!system!is!calibrated!correctly!for!best!performance!and!that!all!
equipment!used!in!relation!to!the!POS!system!are!working!properly.!Test!
sales!will!be!rung!into!the!system!to!ensure!the!system!is!reporting!and!
calculating!the!transaction!properly.!These!audit!results!will!be!maintained!
in!both!digital!and!physical!copies,!both!of!which!will!be!made!available!to!
the!Commission!upon!request.!In!the!event!that!an!audit!finds!sales!
equipment!or!sales!data!has!been!manipulated!we!will!immediately!disclose!
this!information!to!the!Commission,!will!cooperate!with!the!Commission!in!
any!investigation!regarding!manipulation!or!alteration!of!sales!data,!and!will!
take!such!other!action!as!directed!by!the!Commission!to!fully!comply!with!
935!CMR!500.105!
!
3. CMR$500.140(5)(c)$"A$retailer$is$prohibited$from$utilizing$software$or$other$
methods$to$manipulate$or$alter$sales$data"$-!We!have!retained!Green!Bits!for!
point-of-sale!software!and!hardware!services.!Green!Bits!is!a!va l idated!
software!provider!on!the!Metrc!integrator!list.!Green!Bits!has!received!
training!and!instructions!for!compliant!handling!of!sales!data.!Green!Bits!has!
signed!the!Massachusetts!API!user!agreement!and!demonstrated!their!ability!
to!perform!the!functions!specified!in!the!following!API!areas:!
!
Packages,$Sales$Admin,$Rooms,$Strains,$Items!
!
We!will!ensure!sales!data!is!safe!from!manipulation!by!controlling!access!to!
Green!Bits!software!and!hardware!through!the!use!of!robust!system-based!
permissions!that!ensures!only!compliant!sales!are!reported!to!Metrc!on!a!
daily!basis.!We!will!also!conduct!monthly!audits!on!all!sales!equipment!and!
related!data!systems,!including!Green!Bits!POS,!which!is!mentioned!above.!
!
4. Relating!to!all!product!sold!that!warrants!a!tax,!such!data!will!be!preserved!
and!maintained!in!permanent!books!of!account!or!records!(digital!or!hard!
copy)!to!establish!the!amount!of!gross!income,!deductions,!credits!or!other!
matters!required!to!be!shown!by!such!person!in!any!return!of!such!tax!or!
information.!All!data!will!be!stored!according!to!and!in!compliance!with!830!
CMR!62C.25.1.!
!
5. Our!POS!system!will!be!capable!of!storing!all!sales!data!for!the!period!
required!by!Massachusetts!tax!code.!Data!can!also!be!exported!from!the!POS!
onto!external!hard!drives!to!ensure!storage!of!all!sales!data!for!the!amount!of!
time!required!by!Massachusetts!law.!
!
6. POS!system!records!all!transactions!in!a!manner!that!will!allow!for!
verification!of!what!was!sold!and!whether!the!appropriate!amount!of!tax!was!
collected.!
!
a. If!at!any!point!one!of!our!agents!notices!a!discrepancy!in!the!totals!the!
POS!system!calculates!when!ringing!up!a!transaction,!the!agent!will!be!
instructed!to!inform!a!manager!so!the!station!can!be!shut!down!and!
the!before!mentioned!audit!procedure!can!be!conducted!on!the!POS!
terminal!to!ensure!it!is!working!properly!prior!to!using!the!station!
again.!If!the!audit!results!in!discovery!that!the!system!is!not!working!
properly!we!will!suspend!sales!until!we!are!able!to!individually!audit!
each!POS!station!and!ensure!each!are!running!properly.!If! n one!of!the!
stations!are!working!properly,!the!store!may!need!to!be!closed!until!
the!problem!is!resolved.!The!store!may!remain!open!as!long!as!one!of!
the!POS!stations!is!able!to!pass!the!audit!and!continue!operating.!A!
report!will!be!created!and!filed!to!be!available!upon!request!from!the!
CCC.!If!the!audit!found!an!issue!in!the!reporting!ability!or!overall!
functionality!of!the!POS!system!that!could!have!effected!the!collection!
of!data!and!accurate!collection!of!data,!the!CCC!will!be!notified!
immediately.!!
b. Our!establishment!will!comply!with!any!further!investigation!initiated!
by!the!CCC!in!response!to!the!report!of!an!error!with!our!POS!system!
and/or!equipment.!
!
7. Our!POS!system!will!allow!for!the!ability!to!separate!marijuana!sales!from!
non-marijuana!sales!so!that!the!proper!tax!amount!can!be!charged!and!
received.!!
!
!
!
Promotion(of(Diversity(
!
! Our!establishment!intends!to!promote!a!safe!and!accepting!environment!for!
our!staff!and!the!customers!they!serve.!This!can!only!be!achieved!by!having!no!
tolerance!for!those!who!cannot!accept!the!differences!in!the!people!around!them.!
Although!every!person!has!a!right!to!due!process,!if!discrimination!is!encountered!in!
the!workplace!the!person!responsible!for!these!acts!will!be!terminated!immediately.!
! When!hiring!we!are!looking!for!individuals!with!a!good!work!ethic!and!an!
enthusiasm!for!giving!exemplary!customer!service.!The!only!acceptable!time!for!an!
employees’!appearance!to!be!evaluated!is!in!how!they!present!themselves!as!a!
representative!of!our!establishment.!This!appearance!is!not!in!regard!to!the!color!of!
one’s!skin,!sexual!orientation,!political!affiliation,!or!creed!but!how!one!acts!and!
treats!others.!!
!!
We#will#adhere#to#the#requirements#set#forth#in#935#CMR#500.105(4)#relating#to#
advertising,#branding,#marketing,#and#sponsorship#practices.##
#
We#will#not#violate#the#commission’s#regulations#with#respect#to#limitations#on#
ownership#or#other#applicable#state#laws.#
!
Our(Goals:(
(
Educate(Hiring(Staff(–(We!will!educate!our!administrators!and!hiring!staff!on!best!
practices!for!building!an!inclusive!workforce.!Extensive!training!will!benefit!the!
leadership!staff!through!assistance!with!identifying!unconscious!bias,!guidelines!for!
self-!monitoring,!and!integration!of!these!lessons!within!their!teams.(
!
Offer(Job(Opportunities(to(Wider(Audience!-!In!order!to!ensure!that!job!
opportunities!are!available!to!a!wider!pool!of!people!we!will!list!our!job!openings!on!
an!internet!publication!that!caters!to!a!minority!group.!The!goal!is!to!expand!our!net!
past!generic!employment!search-engines!to!people!who!would!otherwise!not!know!
about!a!potential!position!in!our!retail!establishment.!
!
Offer(‘No(Expertise’(Positions(-(Our!establishment!will!also!offer!entry-level!
positions!that!do!not!require!a!high!level!of!expertise!to!applicants!that!value!
customer!service!but!may!not!have!past!retail!or!management!related!experience.!!
(
Programs:(
The#following#programs#have#been#designed#to#achieve#the#goals#previously#laid#forth.#
(
Educate(Hiring(Staff(-(Administrators!or!managers!involved!with!the!hiring!process!
will!be!enrolled!in!Understanding#Diversity#&#Inclusion.!This!is!an!accredited!course!
through!Purdue!University/Future!Learn!and!is!estimated!to!take!three!weeks!at!a!
pace!of!three!hours!a!week.!When!the!course!is!completed!a!Certificate!of!
Achievement!will!be!awarded!by!Purdue/Future!Learn.!This!course!will!cover!
definitions!of!diversity,!tools!to!manage!diversity,!bias!&!self-regulation,!incremental!
processes,!and!bridging!differences.!Each!week!there!is!an!assigned!discussion!and!
review!with!a!cumulative!review!to!finalize!the!course.!There!will!be!no!
participation!in!the!hiring!process!unless!course!has!been!passed.!
(
Offer(Job(Opportunities(to(Wider(Audience(-(To!allow!for!more!awareness!of!the!
job!opportunities!offered!by!our!company,!we!will!work!with!a!publication!called!
African-American#Point#of#View#which!has!a!readership!of!30,000!in!the!greater!
Springfield!&!Hartford!Areas.!We!will!list!job!openings!in!their!Employment!
Opportunities!section!to!attract!a!more!diverse!pool!of!applicants!for!our!hiring!
purposes.!
!
Offer(‘No(Expertise’(Positions!–!Our!company!would!also!like!to!provide!
opportunity!for!potential!job!applicants!that!may!not!have!experience!working!in!
the!retail!industry.!We!will!offer!mentored!entry-level!positions!that,!if!performed!
well,!lead!to!opportunities!for!promotion.!
These!positions!are:!
a. Front!Desk/Security!Agent!Assistant!–!Assisting!the!Security!Agent!in!
checking!IDs!to!confirm!that!everyone!that!enters!the!establishment!is!
of!age!and!has!an!authentic!ID!following!our!ID!checking!protocol .!
Also,!assisting!the!Security!Agent!in!carrying!out!any!of!the!other!tasks!
they!may!have.!!
*This#will#be#the#primary#entry#level#position.!
b. Floor!Agent!Assistant!–!This!would!be!a!part-time!position!for!extra!
help!on!the!sales!floor!during!high!volume!hours.!This!position!would!
assist!a!Floor!Agent!in!managing!the!show!floor!from!entry!to!exit!-!
assisting!customers!on!the!show!floor!as!they!enter!and!exit!the!
facility!during!high!traffic!times.!
(
Monitoring(Results/Accountability:(
(
Educate(Hiring(Staff(–(All!certificates!of!achievement!for!the!completion!of!
Understanding#Diversity#&#Inclusion#will!be!filed!in!each!of!the!hiring!staff’s!
personnel!files.!Each!year!a!certificate!will!be!added!when!a!refresher!course!is!
taken.!To!evaluate!how!useful!the!course!is!in!the!workplace,!twice!a!year!the!
company!will!offer!an!anonymous!work!climate!survey.!The!answers!will!be!
reviewed!by!the!hiring!staff!and!a!plan ! of!corrective!action!will!be!prepared!and!
shared!with!the!staff!in!regard!to!any!negative!feedback.!
!
Offer(Job(Opportunities(to(Wider(Audience!–!Records!of!all!of!jobs!listed!in!Af-Am#
Point#of#View#will!be!saved!and!filed.!When!applicants!arrive!for!their!in-person!
interviews!they!will!be!asked!to!fill!out!a!questionnaire!asking!how!they!learned!
about!the!job!opening.!All!questionnaires!will!be!logged!and!filed;!questionnaires!of!
hired!applicants!will!be!logged!and!filed!separately!in!order!to!track!effectiveness!of!
job!listings!in!this!publication.!
(
Offer(‘No(Expertise’(Positions(–(Each!employee!file!will!hold!the!original!job!
description!that!was!signed!upon!hire.!During!the!employees’!time!with!us!the!
managerial!staff!will!hold!monthly!meetings!with!them!to!discuss!their!job!tasks!and!
experiences.!This!will!allow!for!a!one-on-one!opportunity!for!the!employee!to!seek!
any!necessary!clarification!and!also!an!opportunity!for!management!to!provide!any!
job!coaching.!Notes!will!be!reported!from!this!meeting!and!included!in!the!
employees’!file!for!later!review!or!request.!When!new!positions!open,!the!employees!
that!currently!hold!these!‘no!expertise’!positions!will!be!of!priority!consideration!for!
the!open!position.!This!allows!them!to!learn!at!an!entry-level!and!offers!our!
establishment!some!consistency!with!employees!that!are!familiar!with!our!
operating!procedures!and!standards.!Promotions!will!be!detailed!in!the!employees!
file,!as!listed!above,!so!we!can!track!their!progress!within!our!company.!!
!
!
The#timeframe#relating#to#our#tracking#of#these#programs#will#be#ongoing.#The#reports#
will#be#submitted#to#the#employees’#file#whenever#change#occurs.#A#detailed#description#
of#the#employee’s#time#at#our#establishment#will#be#kept#starting#from#their#knowledge#
of#our#opportunity,#to#their#application,#and#throughout#their#potential#employment.#
On#a#yearly#basis,#a#full#report#will#be#created#for#each#employee#detailing#a#summary#
of#all#that#is#mentioned#above#and#will#be#available#upon#request.##
!
!
Qualifications!&!Agent!Training!
!
!
!"#"$%&'#()*+,#*-&
!
Potential!applicants!will!be!interviewed!by!administrators!to!determine!
competency,!knowledge,!experience,!and!ability!to!perform!the!jobs!tasks.!If!the!
applicant!shows!that!they!can!be!an!asset!to!our!team,!they!may!be!awarded!the!
position.!!
!
A!background!check!will!be!conducted!on!the!applicant!to!determine!if!they!fit!all!
the!criteria!set!forth!by!the!CCC!to!be!a!registered!Marijuana!Agent.!This!will!include!
a!CORI!background!check.!If!they!meet!all!the!criteria,!we!will!gather!their!
information!and!all!materials!required!by!the!CCC!(935!CMR!500.030)!to!submit!an!
application!for!the!new!employee!to!receive!the!agent!registration.!We!will!cover!all!
costs!relating!to!background!checks!and!marijuana!agent!registration.!All!
background!check!results!will!be!kept!in!the!employee’s!file.!!
!
.(/*0&1&2,3/"4")35"($0-&
!
6*),#"57&8%*$5:!We!will!have!one!security!agent!on!duty!at!all!times.!At!onset,!we!
will!likely!have!three!or!more!agents!on!duty!to!assist!with!customer!flow!both!
inside!and!outside!of!our!facility.!One!security!agent!will!always!be!stationed!at!our!
ID!checkpoint!in!the!front!vestibule!of!the!establishment!and!will!be!responsible!for!
checking!IDs!of!customers!that!enter!the!establishment!using!our!3-point!check!
protocol.!This!agent!will!also!be!tasked!with!monitoring!the!exterior!of!the!facility!to!
ensure!there!is!no!suspicious!activity!occurring!around!the!premises.!If!the!agent!
identifies!any!suspicious!activity,!the!agent!will!be!instructed!to!inform!the!manager!
or!shift!lead!on!duty.!!
!
Qualifications!
o 21!years!of!age!or!older.!
o Experience!in!security!or!similar!role!with!ID!check!procedures.!
o Ability!to!maintain!professionalism!in!tense!situations.!
o Communication/customer!service!skillset.!
o Ability!to!follow!directions!and!adhere!to!strict!protocol.!
o Punctuality.!
!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
o Willingness!to!perform!light!cleaning!duties!as!part!of!side!work.!
!
6*),#"57&8%*$5&800"053$5-&The!assistant!helps!the!security!agent!in!maintaining!and!
monitoring!the!entrance!of!the!facility.!This!role!is!will!be!a!resource!to!the!security!
agent!in!times!of!high!volume!and!is!a!developmental!role!meant!to!familiarize!the!
assistant!with!the!inner!workings!of!the!establishment.!!
!
Qualifications:!
o 21!years!of!age!or!older.!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
o Verbal!&!written!communication!skills.!
o High!value!for!customer!service.!
o Willingness!to!learn!a!new!skill.!
o Ability!to!understand!and!uphold!policies.!
o Ability!to!follow!direction.!
!
9/((#&8%*$5-!We!will!have!up!to!three!floor!agents!on!the!sales!floor!at!a!time.!The!
floor!agents!will!be!responsible!for!ensuring!the!show!floor!is!flowing!properly!–!
making!sure!everyone!is!entering!into!the!waiting!line!correctly,!adjusting!the!rope!
and!polls!of!the!waiting!line!according!to!the!customer!volume,!and!making!sure!
customers!are!exiting!through!the!correct!door.!They!will!speak!with!customers!as!
they!are!deciding!upon!the!product!they!wish!to!purchase.!They!will!answer!any!
questions!they!may!have!and!direct!them!to!a!register!to!make!their!purchase!when!
they!are!ready!to!do!so!and!a!register!is!available.!
!
Qualifications:!
o 21!years!of!age!or!older.!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
o Must!be!outgoing!and!possess!great!customer!relations!skills.!
o Ability!to!work!as!a!team!in!a!fast-paced!environment.!
o Ability!to!stand!for!long!periods!of!time.!
o Ability!to!be!knowledgeable!and!articulate!a!large!array!of!products.!
o Ability!to!communicate!customer!needs!to!Budtenders!or!Managers.!
o Basic!math!and!computer!skills.!
o Willingness!to!follow!instruction!and!adhere!to!strict!protocol.!
o Detail!oriented!and!motivated!to!go!the!extra!mile!to!help!a!guest!leave!
happy.!
!
!
9/((#&8%*$5&800"053$5-!The!person!holding!this!position!will!be!a!resource!to!the!
sales!floor!during!times!of!high!volume.!They!will!be!a!friendly!and!helpful!face!for!
the!company,!while!learning!the!mechanics!of!how!the!sales!floor!is!run.!!
!
Qualifications:!
o 21!years!of!age!or!older.!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
o Verbal!communication!skills.!
o High!value!for!customer!service.!
o Willingness!to!learn!a!new!skill.!
o Ability!to!understand!and!uphold!policies.!
o Ability!to!follow!direction.!
!
:,+5*$+*#;<30="*#-!We!will!have!at!least!two!to!three!cashiers!at!onset!of!opening.!
The!cash!register!agents!will!be!stationed!behind!the!floor!display!cases!at!registers.!
They!will!be!responsible!for!checking!customers!IDs!prior!to!entering!the!
transaction!into!the!system,!answering!any!questions!the!customers!may!have,!and!
processing!the!transaction.!!
!
Qualifications:!
o 21!years!of!age!or!older.!
o Willingness!to!participate!in!background!screening!to!become!a!
Registered!Agent.!
o Customer!service!or!cashier!experience.!
o Attention!to!detail!and!high!level!of!accuracy.!
o Basic!math!&!computer!skills.!
o Ability!to!stand!for!long!periods!of!time.!
o Ability!to!work!in!a!fast-paced,!high!energy!environment.!
o Ability!to!work!within!a!team!to!provide!excellent!customer!service.!
o Have!a!communicative!and!empathetic!approach!to!customer!complaints.!
o Willingness!to!follow!instruction!and!adhere!to!strict!protocol.!
o Ability!to!learn!and!inform!customers!about!wide!range!of!products.!
!
>$?*$5(#7&@3$3%*#-!We!will!hire!one!inventory!manager!at!onset.!The!inventory!
manager’s!job!will!be!to!organize!and!maintain!the!inventory!storage!room.!The!
manager!will!also!be!responsible!for!conducting!the!check-in!procedure!of!deliveries!
to!the!establishment!and!will!oversee!the!inventory!assistant.!
!
Qualifications:!
o 21!years!of!age!or!older.!
!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
o Ability!to!follow!strict!operational!procedures.!
o Experience!in!inventory!control.!
o Strong!attention!to!detail!and!ability!to!analyze!data.!
o Problem!solving!skills!and!outstanding!organization.!
o Experience!in!a!managerial!role.!
o Exemplary!leadership!skills.!
o Willingness!to!work!extended!hours.!
!
>$?*$5(#7&800"053$5-!We!will!hire!one!inventory!assistant!at!onset.!The!inventory!
assistant!will!be!trained!to!assist!the!inventory!manager!with!their!job!tasks!by!
performing!day-to-day!maintenance!of!the!secured!storage!area!so!that!the!
inventory!manager!can!take!on!more!administrative!duties.!
!
Qualifications:!
o 21!years!of!age!or!older.!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
o Understanding!of!the!importance!in!following!procedure.!
o Capacity!for!basic!math!and!counting.!
o Strong!attention!to!detail!and!knack!for!organization.!
o Willingness!to!work!extended!hours.!
o Historically!reliable.!
o Ability!to!follow!direction!and!work!in!a!team-based!atmosphere.!
o Desire!to!grow!in!a!role!and!take!on! n ew!tasks.!
!
6="45&A*3+!There!will!be!one!shift!lead!on!duty!at!all!times.!The!shift!lead!will!be!
cross-trained!relating!to!all!other!position’s!responsibilities!so!that!they!can!ensure!
that!all!jobs!are!being!performed!properly!according!to!our!operational!procedures.!
The!shift!lead!will!be!responsible!for!ensuring!the!processes!of!the!establishment!
are!all!functioning!properly.!The!shift!lead!will!be!responsible!for!balancing!the!cash!
drawers!and!depositing!the!balanced!funds!into!the!drop!safe.!The!shift!lead!will!
also!be!responsible!for!depositing!the!funds!at!the!end!of!the!night!if!the!general!
manager!is!absent,!as!well!as,!oversee!the!opening!and!closing!procedures.!The!shift!
lead!will!have!access!to!the!back!office,!security!server’s!room,!and!security!codes.!!
!
Qualifications:!!
o 21!years!of!age!or!older.!
o Willingness!to!participate!in!background!screening!to!become!a!Registered!
Agent.!
!
o Experience!in!a!leadership!role,!delegating!tasks!and!holding!employees!
accountable!for!completion.!
o Experience!with!cash!handling!procedures.!
o Strong!interpersonal!skills!and!enjoys!working!with!people.!
o Ability!to!make!quick!decisions!based!on!company!policies.!
o Enjoys!problem!solving!and!working!with!a!group!towards!a!common!goal.!
o Propensity!to!thrive!in!fast!paced!retail!environment.!
o Ability!to!master!extensive!menu!and!train!team!on!new!and!existing!
products.!
!
B#3"$"$%-&
!
All!applicants!will!go!through!a!multiple!day!training!regiment!to!learn!the!protocol!
of!the!establishment.!This!will!relate!to!security!procedures,!emergency!procedures,!
inventory!protocol,!sales!protocol,!customer!service!policies,!open/closing!
procedures,!and!the!entirety!of!our!written!operating!procedures.!
!
Once!the!applicant!is!able!to!complete!the!training!regiment,!they!will!be!added!to!
our!bi-weekly!schedule!and!will!begin!work!once!they!have!acquired!their!agent!
registration.!!
!
Responsible!Vendor!Training!
!
All!employees!will!be!required!to!complete!responsible!vendor!training!within!90!
days!from!the!start!of!their!employment.!Throughout!the!year!all!employees!who!
handle!marijuana!products!C"//&D*&#*E,"#*+&5(&#*)*"?*&F&=(,#0&(4&($%("$%&
5#3"$"$%G!
!
One!year!after!the!completion!of!the!training,!all!owners,!administrators,!managers,!
and!employees!will!be!required!to!renew!their!training!and!receive!a!total!of!at!least!
8!hours!of!ongoing!training.!!
!
Documents!relating!to!the!completion!of!responsible!vendor!training!will!be!kept!in!
the!employees!file!in!the!locked!and!secured!file!cabinet!in!the!back!office!and!will!
be!available!upon!request.!The!documents!will!be!saved!for!at!least!four!years.!!
!
If!our!establishment!opens!for!business!and!there!are!currently!no!responsible!
vendor!training!sessions!available!at!the!time,!we!will!run!through!the!following!
criteria!with!our!staff!outside!of!business!hours:!
1. Physical!effects!of!cannabis!based!on!the!type!of!product!consumed/applied!
and!the!consumption/application!method.!
2. Anticipated!amount!of!time!before!they!can!begin!to!feel!effects!relating!to!
the!product!type!and!consumption/application!method.!
!
3. Telling!signs!of!impairment!and!how!to!recognize!them.!
4. Run!through!procedures!set!to!prevent!diversion!and!sales/diversion!to!
minors!or!those!under!21.!!
5. Education!on!the!store’s!procedures!put!in!place!to!maintain!compliance!
relating!to!regulations!set!forth!in!935!CMR!500!that!the!employees!will!deal!
with!on!a!daily!basis.!
6. Acceptable!forms!of!ID!and!how!to!properly!check!an!ID/other!forms!of!ID!
and!how!to!use!our!ID!checking!software!and!black!light!to!further!verify!an!
ID.!
7. Procedure!for!identifying!a!fake!ID!using!our!software!and!procedure!relating!
to!how!to!handle!the!situation!if!an!ID!is!found!to!be!counterfeit.!!
8. Examples!of!likely!situations!and!how!to!handle!them!as!well!as!who!to!
inform!in!the!event!of!specific!situations.!
9. Waste!Disposal!Protocol.!
10. Safety!and!sanitation!policies.!
11. Workplace!expectations!for!conduct.!
12. How!to!handle!documents,!reports,!and!confidential!information!and!who!to!
ask!if!there!are!any!questions!relating!to!the!procedure!for!specific!
documentation.!!
13. Purchasing!limits.!
14. Cash!handling!procedures.!!
15. Disciplinary!actions.!
16. Any!further!information!the!establishment!feels!necessary!to!go!through!with!
employees.!
*All$employees$will$be$paid,$and$session$will$be$mandatory.$
