Distribution Transportation Plan
This Cannabis Distribution Operating Plan, including Transportation is a 33-page template delivered as an editable Word doc, available for immediate download after purchase (there will be a link in your email receipt). This is geared towards California regulations, but it can be reworked for any jurisdiction. It contains industry standard information that generally only varies slightly from region to region and country to country.
This Distribution Transport Plan covers the process through which marijuana is transferred from cultivators or manufacturers to distributors, including tax collection, lab testing, quality assurance and all of the associated processes and protocols.
Scroll down to see the Table of Contents and look below the main image for some screenshots of the internal pages.
All of our marijuana standard operating procedure templates are integrated, meaning they use the same terminology, have the same format and job titles.
Please contact Jennifer Martin for questions or to get a live document tour before you purchase. 510-418-0454 (HST).
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
Table of Contents
Introduction 4
Roles and Responsibilities 4
Chief Compliance Officer 5
Quality Assurance Officer 5
Certified Public Accountant (CPA) 5
Distribution Manager 5
Transportation Staff 6
Inventory Control Manager 7
Security Manager 7
Employee Involvement 8
The Distribution Function 8
Overview of Distribution 9
Permitted Activities 11
Prohibited Activities 12
Security 13
Receiving Cannabis Products 13
Storage of Cannabis Products 16
Laboratory Testing 17
Quality Assurance Review (QAR) 20
Repackaging Cannabis Products 21
Transporting Products to a Retailer 21
Required Transport Vehicle Information 22
Transport Personnel Requirements 23
Shipping Manifest 23
Transporting Cannabis Products to a Non-Retail Licensee 25
Returned Cannabis Products 25
Collecting and Remitting Taxes 25
Cultivation Tax 26
Excise Tax 27
Sales Tax 28
Records 29
Insurance and Bond Requirements 30
Appendix A 30
Storage Label Form 30
Appendix B 32
Distributor Quality Assurance Checklist 32
Appendix C 35
Record of Package Modification Form 35
Cannabis Distribution Plan
|
|
check VERIFIED PURCHASE
5 Stars!
2018-05-17 The Security Plan template provided us with a great starting point and included many things we had not thought of, so we ended up with a much better product then if we'd done it all on our own - and got it done much much quicker. Would like to be able to get them all as i am sure there are going to plenty more little gems in there.
Marijuana Cultivation Operating Plan Template
This Marijuana Growing Operating Plan includes sections on Professional Experience, Roles and Responsibilities, Staffing and Training, Facility Description and Layout, Cultivation Methods and Standards (including each stage of growth + harvesting and drying), Strain Choices and Profiles, Production Timelines, and Appendices containing user tracking logs for Nutrient Application, Pesticide Application, Hazardous Chemical Use, Trim Log, Mechanical Systems Check, and Special Tasks. It DOES NOT include: Pest Management, Security, Inventory Control, Record Keeping, Waste Management, Quality Assurance, Staffing and Training, Health & Safety, Odor Control, or an Employee Handbook.
VIEW OUR OTHER OPERATING PLAN TEMPLATES
See the Table of Contents below for more information.
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
Email or call Jennifer Martin at 510-418-0454 for more information and a walk-through of the document text.
VIEW OUR OTHER OPERATING PLAN TEMPLATES
Table of Contents 2
Professional Experience 4
Staffing and Training 5
Employee Pre-Employment Screening 5
Employee Training 7
Roles and Responsibilities 8
Facilities Manager 8
Facilities Staff 9
Cultivation Manager 9
Cultivation Staff 10
Processing Manager 11
Processing Staff 12
Facility Description/Layout 12
Facility Design 12
Key Facility Areas 13
Cultivation Equipment 14
Environmental Conditions and Monitoring in Storage Areas 17
Environmental Controls 17
Cultivation Methods and Standards 18
Description of Each Growth Phase 19
Cultivation Standards 21
Cultivation Operation Daily Checklist 22
Cultivation Best Practices/SOPs 23
Introduction 23
Growing Media and Water Practices 24
Mother Plants 24
Clones/Propagation 26
Pest Management 27
Prevention 28
Monitoring 29
Treatment 29
Strain Choices and Descriptions 30
Production Timeline and Schedule 35
Crop Rotation Schedule 35
Part VIII: Appendices 36
Appendix 1 - Trim Log 36
Appendix 2 - Pesticide and Chemical Safety Checklist 37
Appendix 3 - Pesticide Application Log 38
Appendix 4 - Equipment Maintenance List 39
Appendix 5 - Hazardous Chemical List - SDS 40
Appendix 6 - Special (Non-Routine) Tasks 41
Appendix 7 - Nutrient Input Use Record 42
Appendix 8 - Transport Manifest 43
keywords: cannabis operating procedure, cannabis standard operating procedures, marijuana operating plan, cultivation operating plan, marijuana SOP, cannabis SOPs, marijuana grow SOP, marijuana standard operating procedure
Marijuana Security Plan
Available for immediate download. We have spent the past year collecting information required for the security operations of cannabis businesses, and we painstakingly wrote up an agnostic cannabis security plan template that can be customized to cultivation, manufacturing, or distribution cannabis license types. This 36-page Word doc contains all the relevant sections required by most states and localities and makes your process of meeting application requirements a whole lot easier.
Email or call Jennifer Martin at 510-418-0454 for more information and a walk-through of the document text.
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
VIEW OUR OTHER OPERATING PLAN TEMPLATES
Table of Contents 2
Introduction 4
Roles and Responsibilities 5
Chief Compliance Officer 5
Security Manager 5
Inventory Control Manager 6
Computing Security Manager 6
Employee Involvement 6
Emergency Procedures 6
Engineering Controls for Emergency Response 7
Armed Robbery 7
Burglary 8
Medical Emergencies 8
Fire Emergencies 9
Chemical Spills 10
Workplace Violence Policy 12
Facilities 13
Perimeter Security 13
Premises Ingress and Egress 13
Product Visibility 14
Building Diagram of Locations Having Alarm Systems, Security Cameras, and Lighting 14
Lighting Description: Interior/Exterior 15
Signage 15
Backup Power System 16
Alarm System 16
Digital Video Surveillance Plan 16
Equipment Standards 17
Recording Protocol 17
Recorded Surveillance Storage Protocol 17
Equipment Maintenance 18
Closing Procedure 18
Product Access 19
Employee Access Levels 19
Employee Identification 19
Facility Access Procedures 20
Key Issuance Procedure 20
Access Codes 20
Key Return and Access Termination Procedure 20
Locks/Cabinets/Safes/Vaults 21
Visitor/Contractor Access 22
Employee-Specific Security Policies 22
Employee Background Checks 22
Security Training 22
Diversion Prevention 23
Signage 23
Employee Access to Products 24
Inventory Control Management 24
Inventory Tracking 24
Transferring Products 25
Management of Waste including Expired Products 26
Waste Disposal Security 26
Business Property Records 26
Computing Security 27
Operational and Technical Controls 27
Physical Controls 28
Electronic File Storage and Archiving 29
Appendices 30
APPENDIX A - Security Access Log 30
APPENDIX B - Key/Key Card User Agreement 31
APPENDIX C - Visitor Log 32
APPENDIX D - Network and Computing Resources User Agreement 33
APPENDIX E - Shipping Manifest 36
Marijuana Business Plan
Going through the process of thinking through the details of each section of the cannabis business plan really helps you crystallize your ideas and plans, so that your business vision goes from being a grand idea to being a strategic and detailed way forward.
Our consultants have years of experience getting marijuana production businesses off the ground, so email us if you'd like more help turning your idea into a reality. We are famous for our rapid response time.
See the screenshots beside the title page image for an idea of what's inside. The Table of Contents is also listed below.
Email or Call Jennifer Martin at 510-418-0454 for more information and a walk-through of the document text.
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
VIEW OUR LIST OF OPERATING PLAN TEMPLATES HERE.
Table of Contents
Executive Summary 3
Introduction 3
The Mission 3
Company Information 4
Investment Summary 4
Market Analysis 6
State Legalization and Federal Law 6
Financial Potential 7
Potential Customer Base 9
Target Market - Medical Patients 10
Estimated Potential Need for Medical Marijuana 11
Target Market - Recreational <Can/Mar> Users 13
Marketing Strategy 13
The Business Premises 15
Environmental Sustainability 15
Financial Details 16
Revenue Forecast 16
Pro Forma Profit & Loss 17
Personnel Forecast 18
Cash Flow 19
Balance Sheet 21
Case Scenarios 22
SWOT Analysis 24
Checklist/Milestones 25
Disclaimer 26
Marijuana Waste Management Plan
This 19-page document is a very comprehensive plan of how to approach cannabis waste management in a cultivation, manufacturing or retail facility. It applies to all license types and can easily be made to fit the requirements of your state or municipality. Besides explaining the protocols for handling cannabis plant waste, we include sections on solid waste, liquid waste, hazardous waste and universal waste. Like all of our templates, we expect you to read and customize this document to your specific approach to operations. If you are fairly new to the industry, reading our boiler plate operating plan templates will give you dozens of new ideas that will help you develop your project and plan down to the detail.
Jennifer Martin is a veteran commercial cultivator and consultant and is readily available to walk you through the docs and answer your questions, before or after your purchase. Contact Jennifer now by email or by phone at 510-418-0454 (Hawaii time, which is 3 hours earlier than pacific time).
Need other plans?
VIEW OUR OTHER MARIJUANA OPERATING PLAN TEMPLATES
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
Table of Contents
Waste Management Introduction 3
Roles and Responsibilities 5
Inventory Control Manager 5
Facilities Manager 5
Department Managers 6
Employee Involvement 6
Waste Classification 6
Waste Storage and Disposal Compliance 8
Universal Waste Management and Storage 8
Lamps/Bulbs 8
Pesticides 9
Solid Cannabis Waste Storage and Disposal 9
Composting of Solid Cannabis Waste 11
Liquid Cannabis Waste Management and Disposal 12
Cultivation Wastewater Discharge Compliance Methods 12
Cannabis Waste Transportation Procedure 13
Non-Hazardous Waste Management and Disposal 13
Non-Hazardous Solid Waste 13
Non-Hazardous Liquid Waste 14
Hazardous Waste Management and Disposal 14
Steps for Determination of Hazardous Waste 14
General Hazardous Waste Management 15
Hazardous Waste Storage 16
Hazardous Waste Safety 17
Hazardous Waste Disposal 17
Emergency Response Protocols 18
Record Keeping 18
Appendix 1 - Chemical Waste Log 19
Marijuana Quality Assurance Plan
Please email or call Jennifer Martin at 510-418-0454 for further information.
Need other operating plans?
VIEW OUR LIST OF AVAILABLE OPERATING PLAN TEMPLATES
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
Table of Contents
Introduction 3
Roles and Responsibilities 4
Quality Assurance Officer 4
Quality Control 5
Plant Inspection 6
Equipment Inspection 6
Sampling and Testing 7
Packaging and Labeling 7
Adverse Event and Recall Plan 8
Adverse Event Planning 8
Adverse Event Recording & Investigation 9
Recall Plan 11
Adverse Event Documentation 12
Marijuana Record Keeping Plan
The Cannabis Record Keeping Plan is among our most helpful boiler plate documents for cannabis businesses in the planning phase because it lists every type of record you need to keep for each department of the facility. This list will serve as your main file structure as you set up your departments. It applies to all license types and can easily be made to fit the requirements of your state or municipality. - cultivation, manufacturing, and retail/dispensary. Like all of our cannabis operating plan templates, we expect you to read and customize this document to your specific regional regulations approach to operations. If you are fairly new to the industry, reading our templates will give you dozens of new ideas that will help you develop your project and plan down to the detail.
Need other plans? View all of our Marijuana Operating Plans Here.
Jennifer Martin is a veteran commercial cultivator and consultant and is readily available to walk you through the docs and answer your questions, before or after your purchase. Contact Jennifer now by email or by phone at 510-418-0454 (Hawaii time, which is 3 hours earlier than pacific time).
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
VIEW OUR LIST OF AVAILABLE OPERATING PLAN TEMPLATES
Table of Contents 2
Introduction 3
General Record Keeping Policies 4
Regulatory Compliance 4
Paper and Electronic Records 5
Privacy 6
Employee Involvement 6
Roles and Responsibilities 6
Chief Compliance Officer 6
Record Keeping Manager 8
Record Types 8
Business Records 8
Security Records 9
Inventory Control Records 10
Computing Security Records 11
Cultivation Records 11
Transportation Records 12
Manufacturing Records 13
Packaging and Labeling Records 13
Dispensary Records 14
Marijuana Pesticide Control Plan
This 30-page Marijuana Pesticide Management and Control Plan Template is a very comprehensive boiler plate template of how to approach pest management in a cannabis cultivation facility. Besides explaining the protocols for handling cannabis pesticides, we include sections on pest prevention, identification, treatment and documentation. Like all of our templates, we expect you to read and customize this document to your specific approach to operations. If you are fairly new to the industry, reading our templates will give you dozens of new ideas that will help you develop your project and plan down to the detail.
Jennifer Martin is a veteran commercial cultivator and consultant and is readily available to walk you through the docs and answer your questions, before or after your purchase. Contact Jennifer now by email or by phone at 510-418-0454 (Hawaii time, which is 3 hours earlier than pacific time).
Need other marijuana operating plans and SOPs? View all of our Operating Plans Here.
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
VIEW ALL OPERATING PLAN TEMPLATES
Table of Contents
Introduction 2
Roles, Responsibilities and Training 2
Integrated Pest Management (IPM) 4
Prevention - Physical Controls 5
Prevention - Cultural (Employee) Practices 5
Visual Inspections/Identification 5
Treatment 6
General Pesticide Storage 7
Outdoor Storage and Use 7
List of Pesticides, Fungicides, Rodenticides and Herbicides 8
Pesticide Use Safety 10
Respiratory Protection and PPE 10
Employee Notification of Restricted Entry Interval (REI) 11
Pesticide Spills 12
Pesticide Disposal 13
Crop Life Cycle Stage 14
Nursery/Clone Stage 14
Vegetative Growth Stage under HID/LED Lighting 14
Early Flowering Stage (First 21 Days of 12/12 Photoperiod) 15
Late Flowering or Maturation Stage (Day 22 and Beyond) 15
Appendix 1 - Pesticide and Chemical Safety Checklist 16
Appendix 2 - Pesticide Application Log 17
Appendix 3 - Pest Sticky Trap Inspection Log 18
Appendix 4 - Visual Inspection Log 19
Appendix 5 - Pesticide Safety Data Tables 20
Appendix 6 - Approved California Pesticides 24
Appendix 7 - Banned California Pesticides 25
Appendix 8 - Max Thresholds for Lab Clearance in California 26
Marijuana Inventory Control Plan
Our boiler plate templates contain industry standard information, based on the commonalities between different regulation sets we've read from various states and countries.
This 14-page document is a very comprehensive plan of how to approach inventory control in a cannabis facility. It applies to all license types and can easily be made to fit the requirements of your state or municipality. - cultivation, manufacturing, and retail/dispensary. Like all of our templates, we expect you to read and customize this document to your specific approach to operations. If you are fairly new to the industry, reading our templates will give you dozens of new ideas that will help you develop your project and plan down to the detail. The Table of Contents of our Cannabis/Marijuana Inventory Control Template is listed below.
Jennifer Martin is a veteran commercial cultivator and consultant and is readily available to walk you through the docs and answer your questions, before or after your purchase. Contact Jennifer now by email or by phone at 510-418-0454 (Hawaii time, which is 3 hours earlier than pacific time).
Need other cannabis operating plans? View all of our Operating Plan Templates Here.
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
VIEW OUR OTHER OPERATING PLAN TEMPLATES
Table of Contents
Inventory Control Plan Introduction 3
Roles and Responsibilities 3
Chief Compliance Officer 3
Inventory Control Manager 3
Computing Security Manager 3
Record Keeping Manager 4
Employee Involvement 4
Inventory Control System (ICS) Management 4
Physical Controls 5
Product Inventory Management 6
Receipt of New Inventory 6
Inventory Storage Diagram 7
Internal Transfers/Changes in Disposition 7
Transfers off the Premises 7
Disposal/Destruction 8
Inventory Management Specific to Cultivation 8
Inventory Management Specific to Manufacturing 9
Inventory Management Specific to Packaging/Labeling (P/L) 11
Inventory Management Specific to Retail/Dispensing 12
Inventory Control of Waste 12
ICS Notifications 13
Inventory Records Maintenance 13
Inventory Verification 14
Loss of Access to the ICS 14
Record Keeping 15
Marijuana Staffing and Training Plan
It includes training standards, policies and best practices for cannabis business staffing.
This plan is more than a template; It's a very comprehensive document that will require little editing besides adding your company name and altering a few job titles. We are very proud of our detailed work on this, and it's based on being behind the scenes in multiple licensed cannabis facilities over the years.
The best part of this Staffing and Training Plan is the Training Matrix appendix, which includes over 140 site functions that require training, along with a reference code to each group of employees that needs training on that topic. The reason this is so valuable is because knowing these training topics means you know everything that has to be learned and executed in a cannabis cultivation or manufacturing facility.
If you are only going to buy one cannabis operating plan from us, this is the place to start. The other two cornerstone docs in our set are the Cultivation Operations Plan and the Comprehensive Security Plan (which also applies to marijuana manufacturing facilities).
Contact Jennifer Martin for more information or a document walkthrough. 510-418-0454 HST (3 hours earlier than pacific time)
VIEW ALL OF OUR OPERATING PLAN TEMPLATES HERE.
Please Note: These templates are suited for projects in the pre-license phase of a cannabis production project. They are meant to get your started in meeting the regulatory requirements of state, local and (in the case of Canada) federal governments. They will also educate you on all of the topics that you will need to cover when setting up a cannabis production business.
Disclaimer: These documents are templates and thus do not necessarily address the specifics of your regional regulations. They represent the average industry standards of many different states and countries. We advise that you consult a local cannabis attorney to finalize these documents in order to ensure full compliance. We are not liable for any discrepancies between these docs and the exact requirements of your regulatory agency.
Here is the Table of Contents:
Introduction 4
General Staffing Policies 4
Staffing Requirements 5
Organizational Chart 7
Job Descriptions 9
Chief Executive Officer 9
Chief Compliance Officer 10
Security Manager 11
Security Staff, Unarmed 13
Computing Security Manager 13
Inventory Control Manager 14
Quality Assurance Officer 15
Chief Financial Officer 17
Sales Manager 18
Director of Production 19
Cultivation Manager/IPM Manager 20
Facilities Manager 21
Record Keeping Manager 23
Training Policies 24
Manager Training 24
Best Practices in Hiring 24
Effective Training Techniques 26
Evaluating Employees 26
Appendix A: Hiring Tracker 29
Appendix B: Employee Intake Form Checklist 31
Appendix C: Training Matrix 32
Appendix D: Notice of Needed Improvements 40
Appendix E: Personal Vehicle Driving Agreement 41
Contact Jennifer Martin at 510-418-0454 for more information or a walkthrough of the document.
