HomeMy WebLinkAboutCSE-20-23 Beyond Rooted 559 RedactedApplication Type
Social Equity Criteria
Applicant (Entity) Information
Social Equity Cannabis Business
Permit Application
CSE-20-23
Submitted On: Nov 13, 2020
Applicant
Lisa Bugrova
lisa@questplanning.net
In order to qualify as a social equity applicant, applicants must
satisfy at least one of the following criteria:
1. Low income household and either:
a. A past conviction for a cannabis crime, or
b. Immediate family member with a past conviction for a
cannabis crime.
2. Low income household in a zip code identified as at least
60% according to the CalEnviroScreen for five (5) consecutive
year period and either:
a. A past conviction for a cannabis crime, or
b. Immediate family member with a past conviction for a
cannabis crime.
3. Low income household and either:
a. Five (5) years cumulative residency in a zip code identified as
at least 70% according to the CalEnviroScreen, or
b. Ten (10) years cumulative residency in a zip code identified
by CalEnviroScreen.
4. Business with no less than fifty-one percent (51%) ownership
by individuals who meet Criteria 1 and 2 above.
5. Cannabis social enterprise with no less than fifty-one percent
(51%) ownership by individuals who meet Criteria 1 and 2
above.
6. An individual with a membership interest in a cannabis
business formed as a cooperative.
Do you meet the above criteria, and want to apply as a Social
Equity Applicant?
Yes
Please state your annual income:Do you have a past cannabis conviction?
Yes
Do you claim eligibility based on a family member past
cannabis conviction?
No
Do you represent a cannabis social enterprise?
No
Do you have a membership interest in a cannabis cooperative?
No
Application Type
Proposed Location
Supporting Information
Applicant (Entity) Name:
Nathan Perez
DBA:
--
Physical Address:City:
Clovis
State:
CA
Zip Code:
93619
Primary Contact Same as Above?
Yes
Primary Contact Name:
Isaac Fonseca
Primary Contact Title:
Manager
Primary Contact Phone:
Primary Contact Email:HAS ANY INDIVIDUAL IN THIS APPLICATION APPLIED FOR
ANY OTHER CANNABIS PERMIT IN THE CITY OF FRESNO?:
No
Select one or more of the following categories. For each
category, indicate whether you are applying for Adult-Use (“A”)
or/and Medicinal (“M”) or both
Both
Please make one selection for permit type. If making multiple
applications, please submit a new application for each permit
type.
Permit Type
Retail (Storefront)
Business Formation Documentation:
Limited Liability Company
Property Owner Name:
--
Proposed Location Address:
--
City:
--
State:
--
Zip Code:
--
Property Owner Phone:
--
Property Owner Email:
--
Assessor's Parcel Number (APN):
--
Proposed Location Square Footage:
--
List all fictitious business names the applicant is operating under including the address where each business is located:
--
Business Name: Beyond Rooted 559 SOCIAL EQUITY APPLICANT - IF SUBMISSION REQUIREMENTS MET, APPLICATION PASSES
Application #: CSE-20-23 ADVANCEMENT IS NOT BASED ON PHASE II SCORE PER APPLICATION PROCEDURES.
CANNABIS BUSINESS PERMIT APPLICATION REVIEW - RETAIL Points
Possible
All or
None Exceptional Good Acceptable
Applicant
Score
Evaluation Notes (Explain each time points are
deducted)
SECTION 1: BUSINESS PLAN 300 Points Possible for Section 1
Resume:
Resumes Provided for All Owners: Score 5 5 5
Resumes Provided in 2-page Format: Score 2 2 2
Education: (select highest academic level among ownership team, cannabis specific education
separately)
Cannabis specific education/training (accredited)2 2
High School Degree Reported: Score 4 4 4
Bachelor's Degree Reported: Score 6 6
Master's Degree or Higher Reported: Score 8 8
Experience: (among ownership team, select one at highest level)
Regulated Cannabis Retail Ownership Experience CA 13 13
Regulated Cannabis Retail Experience CA (management level or below): Score 10 10
Other Retail Business Experience Reported, More than 5 years: or 8 8 8
Other Retail Business Experience Reported, Less than 5 Years: Score 5 5
1.1 Sub-Total:30 19
Construction Cost Estimate:
Construction Cost Estimate Provided: Score 8 8 6 4 4 very basic, no detail
Construction Contingency Factor Included: Score 6 6 0 Not included
All Labor, Trades, Materials, Supplies and Permits and other Cost Factors Identified: Score 6 6 4 2 2 Permits included, very basic info, needs detail
Reference Data Provided for Unit Cost Factors: Score 5 5 3 1 0 not included
Operation and Maintenance Cost Estimates:
Operation and Maintenance Cost Estimate Provided: Score 8 8 6 4 4 very basic, no detail
All Labor, Trades, Materials, Supplies, Utilities, and other Cost Factors Identified: Score 6 6 4 2 4
Some included, utilities, licensince, etc. needs more
detail
Annual Cost Escalators for Operating Costs Provided: Score 6 6 4 2 0 Not included
Reference Data Provided for Unit Cost Factors: Score 5 5 3 1 0 Not included
1.2 Sub-Total:50 14
Proof of Capitalization Specific to one or more Owners: Score 5 5 5
Proof of Capitalization Specific to Business Name/Address: Score 5 5 5
1.1 Owner qualifications. Resumes are not to exceed two (2) pages per owner. (30 points possible)
1.2 A budget for construction, operation, and maintenance, compensation of employees, equipment costs, utility cost, and other operation costs.(50 points possible)
1.3 Proof of capitalization in the form of documentation of cash or other liquid assets on hand, Letters of Credit or other equivalent assets which can be verified by the City. (50 Points Possible)
Criteria Narrative:
Criteria Narrative:
Proof of Capitalization Sufficient to Cover Proforma (3 months) and Construction Costs: Score
15 15 15
Owner has in liquid assets, states to
have anothe in assets, but no proof
given. Does have two loan offers of
though.
Certified Audited Financial Report Provided for one or more Owners: Score 5 5
Score one of the following for a maximum 20 points:
Capital source is 100% liquid (cash in owners bank, no debt obligation)20 20
Capital souce is debt obligation (letter of credit/loan from individual or institution) 10 10
Capital consists of non-liquid assets (i.e. real property)8 8
Capital consists of a mixture of liquid and non-liquid assets 15 15 15
1.3 Sub-Total:50 40
Three Years of Data Provided: Score 10 10 8 6 8 Needs more detail
Total Gross Revenue Estimates Provided:3 3 3
Total Gross Revenue by Product Type (flower and manufactured) Identified:3 3
Total Personnel Costs Provided:5 5 4 3 4
Needs more detail about type and expense of
benefits
Total Property Rental or Purchase Costs Provided:2 2 2
Total Utilities Costs Provided:2 2 2
Total Cannabis Product Purchase Expense Provided 2 2 2
All Contract Services Identified:2 2 2
Annual Net Revenue Identified:3 2 2
Annual Cost Escalators Identified:4 4 3 2 4
Yes, shows costs of most goods and services
escalating over the 3 year period.
Annual Estimated Sales Tax Payments to State Provided:2 2 2
Annual Estimated Sale Tax Payments to City of Fresno Provided:5 2 2
Annual Business Tax License and Cannabis Permit Fee Provided:2 2 2
Annual Net Income Provided:5 5 5
Scoring Guidance: full points for realistic figures for all three years. Dock points for severe
miscalculations, unrealistic estimates, or providing less than the request three years.
1.4 Sub-Total:50 40
Hours of Operation Provided: Score 5 5 5
Hours of Operation Provided for all 7 days of the week: Score 3 3 0 does not specify day of the week
Hours of Operation Provided for Holidays: Score 2 2 0 does not specify holidays
Opening and Closing Procedures Provided: Score 10 10 8 6 6
provided general overview, not step-by-step
procedures
Scoring Guidance: full points for describing information in detail. Dock points for leaving information out
or not providing enough detail.
1.5 Sub-Total:20 11
1.6 Daily operations. With as much detail as possible, the Business Plan should describe the day-to-day operations which meet industry best practices. This should include at a minimum the following criteria for each permit type in
which you are applying for a permit. (100 points possible)
1.4 Pro forma for at least three years of operation.
1.5 Fully describe hours of operation and opening and closing procedures. (20 points possible)
Criteria Narrative:
Criteria Narrative:
Criteria Narrative:
1.6.1 Fully describe the day-to-day operations if your applying for a retail permit:
i. Describe customer check-in procedures.20 20 15 10 20
II. Identify location and procedures for receiving deliveries during business hours.10 10 8 6 6 does discuss verifying delivery nor inventory
iii. Identify the name of the Point-of-sale system to be used and the number of Point-of-Sale locations.10 10 0 Did not name nor state # of POS locations
iv. The estimated number of customers to be served per hour/day.20 20 15 10 10
36 per hour, 481 per day - did not provide method
of estimate. Seems high.
v. Describe the proposed product line to be sold and estimate the percentage of sales of flower and
manufactured products.20 20 15 10 20
vi. If proposed, describe delivery service procedures, number of vehicles and product security during
transportation. (if no delivery service application must state this clearly for full points)20 20 15 10 15 does not discuss physical security inside vehicle
1.6 Sub-Total:100 71
Section 1 Total:300 195
SECTION 2: SOCIAL POLICY AND LOCAL ENTERPRISE 400 Points Possible for Section 2
Description of Commitment to pay a Living Wage provided: Score
10 10 8 6 6
committment made on page 4, in 2.1 committed to
"paying above minimum" without defining
Definition of Living Wage Provided: Score 5 5 4 3 0
Living Wage Defined as Greater than Minimum Wage: Score 5 5 0 did not define
2.1 Sub-Total:20 6
Wages and Salary
CCB Entry-Level Hourly Wage Greater than Minimum Wage 5 5 5 p/h minimum + quarterly profit sharing
CCB Entry-Level Annual Salary Greater than Median Household Income ($50,432)5 5 0
Health Care Benefits
CCB Offers Medical Coverage to All Employees: Score 5 5 5
CCB Offers Dental Coverage to All Employees: Score 3 3 0 not mentioned
CCB Offers Vision Coverage to All Employees: Score 3 3 0 not mentioned
CCB Offers Health Reimbursement Account for Qualified Medical Expenses: Score 1 1 0 not mentioned
Employee Pays $0 for Employee Medical Premium: Score 3 3 0 not mentioned
Employee Pays $0 for Employee Dental Premium: Score 2 2 0 not mentioned
Employee Pays $0 for Employee Vision Premium: Score 2 2 0 not mentioned
Employee Pays less than $500 per month for Family Health Care Coverage (Medical, Dental, Vision):
Score 2 2 0 not mentioned
Leave Benefits
Number of Paid Vacation/PTO Days Per Year: (10+ days = excep; 6-9 days = Good; 3-5 days Acceptable)5 5 4 3 3 5 days
Number of Paid Holidays Per Year: (10 or more paid holidays = excep; 4-10 = Good; 1-3 Acceptable)5 5 4 3 0 not mentioned
Criteria Narrative: pg 17 curbside pick-up, need to research code, BCC "contactless delivery" for COVID-19
Criteria Narrative:
2.1 Describe whether the Commercial Cannabis Business is committed to offering employees a Living Wage. (20 points possible)
Scoring Guidance: https://livingwage.mit.edu/counties/06019
2.2 Briefly describe benefits provided to employees such as health care, vacation, and medical leave, to the degree they are offered as part of employment. (50 points possible)
Number of days paid time off for Sick/Medical time: (7+ days= Exceptional, 4-6 days = Good, 3 days =
acceptable (8 hour day))5 5 4 3 3 3 days
Retirement
Offers employee retirement plan 2 2 0
Offers company match for employee retirement plan 2 2 2 Quarterly profit sharing up to 20% of profit
2.2 Sub-Total:50 18
CCB Provides Tuition Reimbursement for Certificates: Score 3 3 0
CCB Provides Tuition Reimbursement for associate degrees: Score 3 3 0 education not mentioned
CCB Provides Tuition Reimbursement for bachelor's degrees: Score 3 3 0
CCB Provides Tuition Reimbursement for master's degrees: Score 3 3 0
CCB Provides Tuition Reimbursement for Specialized Commercial Cannabis Business Operations
Training: Score 3 3 0
CCB Offers General Training for Health and Safety, Workplace Environment, Customer Service, etc. 5 5 4 3 5
2.3 Sub-Total:20 5
General Recruitment Plan Provided: Score 10 10 8 6 0
Social Policy Recruitment Plan Provided: Score 10 10 8 6 8
did not describe specific hiring partnerships nor
other strategies
Recruitment Plan Includes Demographic Data for District, City or County: Score 10 10 8 6 0
Recruitment Plan Includes List of CBOs, Non-Profits and Public-Agency Hiring Partners: Score 10 10 8 6 0
Recruitment Plan Includes Hiring Targets (percentages) by Demographic Groups: Score 10 10 8 6 0
2.4 Sub-Total:50 8
Owners
Number of Owners:2
Number of Owners that live within the City of Fresno:1
Number of Owners that live in the County of Fresno:1
Number of Owners that Own a Business in the City of Fresno:1
51%+ ownership interest percent of the Owners live or own a business in the City: Score 80 80 80
51%+ ownership interest percent of the Owners live or own a business in the County: Score 40 40
Less than 50% equity of the Owners live or own a business in the City (If no owners are local, score zero)20 20
Managers
Number of Managers (salaried, non-owners)management not discussed
Criteria Narrative:
Criteria Narrative:
Criteria Narrative:
Data, non-scored. Write response in Evaluation Notes
column.
Data non-scored Write response in Evaluation Notes
IF full points achieved for Ownership category, don't score managers.
Section is total of 80 points possible.
2.3 Describe compensation to and opportunities for continuing education and employee training.(20 points possible)
2.4 Describe the Commercial Cannabis Business plan to recruit individuals who meet the criteria listed in the Social Policy Section 9-3316 (b) (1) of the Fresno Municipal Code (FMC) and the percentage of local employees it hires. (50
points possible)
2.5 Describe the extent to which the Commercial Cannabis Business will be a locally managed enterprise whose owners and /or managers reside within or own a commercial business within the City of Fresno, for at least one year prior
to March 2, 2020.(80 points possible)
Number of Managers that live in the City of Fresno:
Number of Managers that Own a Business in the City of Fresno:
100 percent of the Managers live or own a business in the City: Score 20 20
75 to 99 percent of the Managers live or own a business in the City: Score 15 15
50 to 74 percent of the Managers live or own a business in the City: Score 10 10
Less than 50 percent of the Managers live or own a business in the City: Score 5 5
2.5 Sub-Total:80 80
Responsibilities Described for All Titles/Positions: Score 20 20 15 10 10
did not list/describe positions, stated 7-10
employees
2.6 Sub-Total:20 10
Does CCB have more than five employees: 5 5 5
CCB has signed a peace agreement: Score 5 5 5
2.7 Sub-Total:10 10
Work Force Plan Provided: Score 10 10 8 6 10
Commitment to Local Hire Provided:10 10 8 6 10
Commitment to Offer Apprenticeships Provided:10 10 8 6 6
On-the-job training & w/network; does not specifcy
apprenticeship
Commitment paying for continuing education provided 10 10 8 6 0 does not mention paying for CE
Description of commitment to paying a living wage provide. (Score same as sec. 2.1)
10 10 8 6 6
committment made on page 4, in 2.1 committed to
"paying above minimum" without defining
2.8 Sub-Total:50 32
CCB is willing to serve as Social Equity Business Incubator: Score 100 100 80 60 N/A This is a social equity application
Mentorship and Training: Score
Equipment Donation: Score
Shelf Space: Score
Legal Assistance: Score
Finance Services Assistance: Score
Other Technical Assistance: Score
Criteria Narrative:
2.9 Describe whether the business is willing to serve as a Social Equity Business Incubator by offering support to local cannabis social equity businesses in the form of mentorship, training, equipment donation, a percentage of shelf
space dedicated to Fresno equity business products, legal assistance, financial services assistance, or other technical assistance support.(100 points possible)
Criteria Narrative:
Data, non-scored. Write response in Evaluation Notes
column.
Data to inform score on first line of this section. Write
response in Evaluation Notes column.
2.8.3. Commitment to pay a living wage to its employees
2.6 Describe the number of employees, title/position and their respected responsibilities.(20 points possible)
2.7 Describe whether the CCB has five (5) or more employees and whether it has signed a labor peace agreement allowing employees to unionize without interference. (10 points possible)
2.8 Provide a workforce plan that includes at a minimum the following provisions: (50 points possible)
2.8.1. Commitment for 30% of employees to be local hires; the business must show that it has either hired or made a good faith effort to hire bona fide residents of Fresno who have not established residency after the submission of an
application for employment with the applicant/permittee.
2.8.2. Commitment to offer apprenticeships and/or compensation for continuing education in the field; and
Criteria Narrative:
Criteria Narrative:
Scoring Guidance: full points for willingness to serve with detailed plan offering at least three aspects
mentioned above or of similar benefit. Less points for willingness to serve but vague or unclear
commitment. Zero points if there is no clear commitment to serve as Incubator.
2.9 Sub-Total:100 0
Section 2 Total:400 169
SECTION 3: NEIGHBORHOOD COMPATIBILITY PLAN 300 Points Possible for Section 3
CCB will document complaints (time of complaint, nature of complaint, resolution of complaint): Score 10 10 8 6 0 Info not provided
CCB will established a dedicated contact person to receive complaints: Score 10 10 10
CCB will establish a dedicated phone number to receive complaints: Score 5 5 0 Info not provided
CCB will establish a dedicated email address to receive complaints: Score 5 5 0 Info not provided
CCB will establish a response time standard for returning complaint calls and emails: Score 5 5 0 Info not provided
CCB will schedule or participate in periodic community meetings to engage with residents about the CCB
operation: Score 10 10 0 Info not provided
Other measure unique to business (i.e. website complaint form)5 5 0 Info not provided
Scoring Guidance: full points for detailed proactive plan addressing all aspects mentioned. Dock points
for leaving out aspect, vagueness, or reactive plans.
3.1 Sub-Total:50 10
CCB will maintain a listserv of community residents to update and information residents of business
operations.
10 10 0 Info not provided
CCB will schedule or attend periodic community meetings (at least annually) to engage with residents
about the CCB operation: Score 10 10 0 Info not provided
CCB will prepare a community outreach and engagement plan: Score 50 50 40 30 0 Info not provided
CCB will issue periodic Newsletters to community providing information about CCB operations 10 10 0 Info not provided
CCB will hire residents from the community work at the CCB: Score 20 20 0 Info not provided
Scoring Guidance: full points for detailed proactive plan. Dock points for leaving out aspect, vagueness,
or reactive plans.
3.2 Sub-Total:100 0
CCB has identified sensitive receptors to nuisance odors in vicinity of business operations: Score 5 5 0 Info not provided
CCB has prepared a nuisance odor control plan: Score 10 10 8 6 0 Info not provided
Nuisance odor control plan identifies locations where fugitive emissions may exit the premise boundary:
Score 5 5 0 Info not provided
Criteria Narrative:
Criteria Narrative:
Criteria Narrative:
3.1 Describe how the CCB will proactively address and respond to complaints related to noise, light, odor, litter, vehicles, and pedestrian traffic.(50 points possible)
3.2 Describe how the CCB will be managed to avoid becoming a nuisance or having impacts on its neighbors and the surrounding community.(100 points possible)
3.3 Describe odor mitigation practices.(40 points possible)
Nuisance odor control plan describes specific odor control measures to reduce fugitive emissions exiting
the premise boundary: Score 5 5 0 Info not provided
CCB has established an odor reporting system: Score 5 5 0 Info not provided
CCB will install a nuisance odor monitoring system: Score 10 10 0 Info not provided
3.3 Sub-Total:40 0
CCB has identified the potential sources of nuisance odors for the business operation: Score 10 10 8 6 0 Info not provided
Scoring Guidance: full points for detailed proactive plan. Dock points for vagueness or reactive plans.
3.4 Sub-Total:10 0
Nuisance odor control plan describes specific odor control equipment: Score 10 10 8 6 0 Info not provided
Nuisance odor control plan describes specific odor control measures/techniques: Score 10 10 8 6 0 Info not provided
Odor control measures are identified for different nuisance odor sources: Score 10 10 0 Info not provided
3.5 Sub-Total:30 0
Nuisance odor control plan describes the operation, monitoring, and maintenance requirements for
odor control measures: Score 10 10 0 Info not provided
Nuisance odor control plan describes the staff training required for system operations, maintenance,
repair, and troubleshooting.10 10 0 Info not provided
3.6 Sub-Total:20 0
CCB has identified the sources of waste generated by the business operation: Score
10 10 0 Info not provided
CCB has prepared a source-separation plan to segregate different sources of waste generated by
business operations: Score 10 10 10
The source-separation plan identifies policy, procedures, and locations where different sources of waste
are to be collected for disposal: Score 10 10 8 6 6 Needs more detail
The source-separation plan describes specific measures to control the collection and disposal cannabis
waste: Score 10 10 0 Info not provided
The name of licensed cannabis disposal company provided: Score 10 10 0 Info not provided
3.7 Sub-Total:50 16
Section 3 Total:300 26
SECTION 4: SAFETY PLAN 300 Points Possible for Section 4
Criteria Narrative:
3.7 Describe the waste management plan. (50 points possible)
Criteria Narrative:
3.4 Identify potential sources of odor. (10 points possible)
3.5 Describe odor control devices and techniques employed to ensure that odors from cannabis are not detectable beyond the permitted premises. (30 points possible)
3.6 Describe all proposed staff odor training and system maintenance.(20 points possible)
Criteria Narrative:
Criteria Narrative:
Criteria Narrative:
Safety Plan Prepared by Consultant: Score 10 10
Safey Plan Assessed by Consultant: Score (if prepared by, also give points for assessed by)10 10
Safety Plan Prepared for CCB Address (specific proposed location): Score 10 10
Safety Plan includes Site Plan of Premise: Score 10 10
Safety Plan includes Building Layout Plan: Score 10 10
4.1 Sub-Total:50 0
Written Accident/Incident Procedure Provided: Score 20 20 15 10
Procedures Address Multiple Accident/Incident Scenarios: Score 10 10 8 6
Total Number of Scenarios Described: Score
Active Shooter Incident Described: Score 10 10
Robbery Incident Described: Score 10 10
4.2 Sub-Total:50 0
Evacuation Plan Provided: Score 20 20 15 10
Adequate Number of Evacuation Routes Identified: Score 20 20 15 10
Evacuation Route Distance to Public Right of Way: Score 10 10 8 6
4.3 Sub-Total:50 0
Location of Fire Suppression System Elements Identified: Score 10 10
Type of Fire Suppression System Elements Identified: Score 20 20 15 10
Location of Fire Extinguishers Identified: Score 10 10
Adequate Number of Fire Extinguisher Locations Identified: Score 10 10 8 6
4.4 Sub-Total:50 0
Written Procedure for Fire Emergencies Provided: Score 20 20 15 10
Written Procedure for Medical Emergencies Provided: Score 20 20 15 10
Cardiac Arrest Medical Emergency Described: Score 20 20 15 10
Gunshot Wound Medical Emergency Described: Score 20 20 15 10
Other Medical Emergency Conditions Described: Score 20 20 15 10
4.5 Sub-Total:100 0
Section 4 Total:300 0
SECTION 5: SECURITY PLAN 300 Points Possible for Section 5
4.3 Describe evacuation routes. (50 points possible)
4.2 Describe accident and incident reporting procedures. (50 points possible)
Criteria Narrative:
4.5 Describe procedures and training for all fire and medical emergencies.(100 points possible)
4.1 The Safety Plan shall be prepared and/or assessed by a professional fire prevention and suppression consultant. (50 points possible)
Criteria Narrative:
Criteria Narrative:
Criteria Narrative:
4.4 Location of fire extinguishers and other fire suppression equipment. (50 points possible)
Criteria Narrative:
Data-write response in Evaluation Notes Column
Security Plan Prepared by Consultant: Score 10 10
Security Plan Assessed by Consultant(if prepared by, also give points for assessed by): Score 10 10
Security Plan Prepared for CCB Address (specific proposed location): Score 10 10
Security Plan includes Site Plan of Premise: Score 10 10
Security Plan includes Building Layout Plan: Score 10 10
5.1 Sub-Total:50 0
Premises (Security) Diagram Provided: Score 20 20 15 10
Diagram is drawn to correct scale: Score 5 5
Diagram provides required details for premise: Score 5 5
Diagram shows the location of all security cameras: Score 5 5
Descriptions of activities to be conducted in each area of the premise 5 5
Limited-Access Areas Clearly Marked: Score 5 5
Number and Location of All Security Cameras Identified: Score 5 5
5.2 Sub-Total:50 0
Intrusion Alarm and Monitoring System Identified: Score 15 15
Name and Contact Information for Monitoring Company Provided: Score 5 5
Total Points of Entry into Premise Identified: Score 5 5
All Points of Entry to be Alarmed Identified:5 5
Type of Alarm Identified (motion, infrared, glass break, etc.): Score 10 10
Backup Power Supply Identified: Score 10 10
5.3 Sub-Total:50 0
Written Cash-Handling Procedure Provided: Score 30 30 20 15
Dual-Custody is Practiced for all cash handling: Score 10 10
Video Surveillance Used to Monitor All Cash Handling: Score 20 20
Armored Car Service Used for Bank Deposits: Score 10 10
5.2.3 Description of cannabis activity that will be conducted in each area of the premise. Commercial cannabis activities that must be identified on the diagram/site plan may include but are not limited to the following if applicable to
the business operations; storage areas, batch sampling areas, loading/unloading of shipment areas, packaging and labeling, customer sales areas, training areas, employee break room areas, extractions, infusions, processing, and
testing areas.
5.1 The Security Plan shall be prepared and/or assessed by a professional security consultant.(50 points possible)
5.2.4 Limited-access areas, defined as areas in which cannabis goods are stored or held and only accessible to permittees, or its employees or contractors and areas used for video surveillance monitoring and storage devices
(Pursuant to CCR Title 16, Division 42, §5000 (m) Limited-Access Area and §5042 Limited-Access Area.
5.2.5 Number and location of all video surveillance cameras. (50 points possible)
5.4 Briefly describe cash handling procedures which covers day to day transactions with customers, vendors armor carrier vehicles and transporting it to the bank.(100 points possible)
5.3 Identify intrusion alarm and monitoring system including the name and contact information for the monitoring company (if the company has been selected).(50 points possible)
Criteria Narrative:
Criteria Narrative:
5.2 Premises (Security) Diagram. In addition to diagrams submitted for other sections of the application, applicants are expected to submit a premises diagram (or site plan) which, focuses on the proposed security measures and how
they relate to the overall business. (Pursuant to CCR Title 16, Division 42, §5006. Premises Diagram).
5.2.1 The diagram shall be accurate, dimensioned and to scale (minimum scale ¼"). The scale may be smaller if the proposed location exceeds more than a 1/2-acre parcel but must not be printed on larger than an 11" x 17" sheet of
paper. (Blueprints and engineering site plans are not required at this point of the application process)
5.2.2 The diagram must be drawn to scale and clearly identify property boundaries, entrances, exits, interior partitions, walls, rooms, windows, and doorways. The activity in each room and the location of all cameras must be
identified in the diagram.
Criteria Narrative:
All Cash Deposited weekly with Bank: Score 10 10
Onsite Vault Provided to Secure Cash Prior to Bank Deposit: Score 20 20
5.4 Sub-Total:100 0
CCB will use onsite security guards: Score 10 10
All onsite guards will be licensed and bonded: Score 10 10
All onsite security guards will be licensed to carry firearms: Score 10 10
Onsite security guards will be on duty before CCB opens for business: Score 10 10
Onsite security guards will be on duty after CCB closes for business: Score 10 10
5.5 Sub-Total:50 0
Section 5 Total:300 0
Section 1: Business Plan Total Points:300 195
Section 2: Social Policy & Local Enterprise Total Points:400 169
Section 3: Neighborhood Compatibility Total Points:300 26
Section 4: Safety Plan Total Points:300 0
Section 5: Security Plan Total Points:300 0
Total Points Achieved:1600 390
PASS
TOTAL SCORE
5.5 Discuss whether the CCB will utilize the services of on-site security guards. Include in the discussion: (50 points possible)
5.5.1 Number of guards.
5.5.2 Hours guards will be on-site.
Criteria Narrative:
Criteria Narrative:
5.5.3 Locations at which they will be positioned.
5.5.4 Guards' roles and responsibilities.
Commercial Cannabis Business Permit
Beyond Rooted 559 Dispensary
Supplemental Application Requirement
CAL-OSHA
Beyond Rooted 559 does hereby affirm that the company will, within one year of receiving a commercial
cannabis business permit, employ at least one supervisor and one employee who have completed a Cal-
OSHA industry outreach course offered by a duly authorized training provider (FMC 9-3316(c)).
Commercial Cannabis Business Permit
505 N Fulton Beyond Rooted 559 Dispensary
Financial Statement
LETTER OF INTENT
Beyond Rooted 559 LLC.
4535 East Belmont Avenue
Fresno, California 93702
Dear Gene Gonzalez:
The intent of this Letter is to provide a written expression of the mutual interest of the following
Parties:
"Buyer(s)": Gene Gonzalez, House of Flower Los Angeles
and
"Seller(s)": Beyond Rooted 559 LLC
in which Buyer(s) would purchase the business, materials, services or matters set forth in this
Letter from Seller(s). This Letter also outlines some of the terms and conditions that a future
agreement would include, as well as the exchange of information and documents that should take
place in advance of the future agreement. The future agreement would require further
documentation and approvals and the preparation of a definitive agreement which would set
forth the material terms and a commitment from the Buyer(s) to purchase and the Seller(s) to
sell.
1. Prospective Transaction
The transaction, which the Parties have expressed a mutual interest in, involves the transfer of
35% of Beyond Rooted 559 LLC and its cannabis retail license from the Seller(s) to the Buyer(s)
("Prospective Transaction").
2. Purchase Price
The Prospective Transaction would involve payment from Buyer(s) to Seller(s) under the
following terms:
Cash payment of
3. Liabilities of Seller
Seller(s) would remain liable for any (known or unknown) liabilities or obligations not expressly
assumed by Buyer and which arose before the consummation of the final or definitive
agreement, and shall pay and discharge all known liabilities and obligations prior to closing.
Buyer(s) would assume the following liabilities or obligations of Seller(s):
Beyond Rooted 559 LLC will relinquish 35% of non-voting membership for $900,000.
4. Due Diligence
Buyer(s) will be entitled to inspect and analyze the Seller's assets and inventory and the Seller's
business and operations, including its books and records, customer orders, liabilities and
prospects until the closing, or termination, of this Letter of Intent. Seller(s) will provide all
information requested by Buyer(s) and Buyer(s) agrees to execute a Confidentiality Agreement
and to not contact Seller's customers or suppliers unless authorized by Seller(s).
5. Contingencies
Before a final agreement can be made, Buyer(s) must be satisfied with the due diligence review
and information and documents provided by Seller(s), as well as an authorization from the
landlord to assume the lease, negotiation of employment contracts, environmental review (if
applicable) and an agreement on the terms of the Definitive Agreement.
6. Definitive Agreement
The Definitive Agreement will be structured as a purchase and sale of assets and will include
customary covenants, conditions and warranties.
7. Non-Binding Agreement
Except for the paragraph entitled "Public Announcements and Confidentiality Agreement," the
provisions in this Letter of Intent are for informational purposes only and are nonbinding on all
Parties. The Prospective Transaction requires further negotiation and documentation, including
preparing and executing a final agreement. This letter does not require either party to proceed to
the completion of a binding final agreement. The parties shall not be contractually bound to the
sale, purchase or transfer listed above unless and until they enter into a formal, written final
agreement, which must be in form and content satisfactory to each party and to each party's legal
counsel, in their sole discretion.
8. Public Announcements and Confidentiality Agreement
All parties hereby agree not to release any information to the public with regards to this letter or
any potential agreement without the separate written consent of all parties involved. All parties
agree that the terms of this letter of intent and any negotiations shall remain confidential between
the parties and their legal representation.
9. Authority to Enter Letter of Intent
The parties signing this letter affirm they are an authorized representative of their respective
companies and have authority to enter into this Letter of Intent.
Zoning Inquiry P20-04772
505-507 North Fulton Street
Page 2
December 16, 2020
The subject property (two tenant spaces located within the southern half of the existing
building) is not located within 800 feet of the property boundary of any of the above-
mentioned uses. The subject location meets the separation requirements, per
Section 15-2739.B.1.b of the FMC, for a cannabis retail business.
3. Prior to commencing operations, a cannabis retail business must obtain a Cannabis
Conditional Use Permit from the Planning and Development Department per Section 15-
2739.N of the FMC.
4. No more than 2 cannabis retail businesses may be located in any one Council District. If
more than 14 are ever authorized by Council (more than 2 per Council District), they
shall be dispersed evenly by Council District.
The subject property is in Council District 3. There are currently no cannabis retail
businesses located in Council District 3. This location requirement is satisfied for a
cannabis retail business.
Please review the entirety of Article 33, Chapter 9 (Cannabis Retail Business and
Commercial Cannabis), and Section 15-2739 (Adult Use and Medicinal Cannabis Retail
Business and Commercial Cannabis Business) of the FMC to understand other
requirements of cannabis retail businesses, including but not limited to, application
requirements, signage, etc.
This information was researched by the undersigned per the zoning request. The undersigned
certifies that the above information contained herein is believed to be accurate and is based
upon, or relates to, the information supplied by the requestor. The City of Fresno assumes no
liability for errors and omissions. All information was obtained from public records held by the
Planning and Development Department.
A copy of the Fresno Municipal Code may be obtained by contacting the City Clerk’s office at
559-621-7650. The Fresno Municipal Code may also be searched on the Internet, free of
charge, by going to www.fresno.gov. If you have questions regarding this matter, please
contact me by telephone at 559-621-8056 or at Robert.Holt@fresno.gov.
Cordially,
Rob Holt, Planner III
Development Services Division
Planning and Development Department
Commercial Cannabis Business Permit
505/507 N. Fulton Street Beyond Rooted 559
Commercial Cannabis Business Permit Application for Beyond Rooted 559 LLC
505 N Fulton Avenue
Fresno, California
ASSESSOR’S PARCEL NUMBER: 452-274-15
Commercial Cannabis Business Permit
505/507 N. Fulton Street Beyond Rooted 559
Date submitted: January 8, 2021
Submitted to: The City of Fresno City Manager’s Office
By applicant: Beyond Rooted 559
Project name: Cannabis Dispensary at 505 N. Fulton Ave. Fresno, CA
APN: 452-274-15
Commercial Cannabis Business Permit
505/507 N. Fulton Street Beyond Rooted 559
i
TABLE OF CONTENTS
1. Beyond Rooted 559 Dispensary Business Plan ............................................... 1
1.1. Owner Qualifications ................................................................................................2
1.2. Budget .....................................................................................................................6
1.3. Proof of Capitalization ..............................................................................................7
1.4. Pro Forma for at Least Three Years of Operation .......................................................8
1.5. Hours of Operation, Opening and Closing Procedures .............................................. 11
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1. BEYOND ROOTED 559 DISPENSARY BUSINESS PLAN
Beyond Rooted 559 LLC (Beyond Rooted 559) was formed taking into consideration the
roots of its founders having grown up in Fresno where their parents worked in the fields
to provide each of their families with the opportunities that our founders have had and
continue to have in their lives. The founders of Beyond Rooted 559 look to their roots, to
their families’ hard work and understand that without it, they would not have been able to
consider this opportunity to become business owners and entrepreneurs in the
community they continue to call home. Our founders are committed to proving that their
families’ efforts were not in vain, and that they are ready to move Beyond their Roots.
Co-founders Nathan Perez and Isaac Fonseca have formed entity Beyond Rooted 559
LLC with the primary business purpose of servicing a licensed retail dispensary storefront
and delivery business in the City of Fresno.
Fonseca currently serves as a consultant at Dagobahz Farms in Mendocino California.
Dagobahz Farms is a 10,000 square foot licensed facility. Fonseca has oversight of the
team cultivation specialist to develop and oversee both start-up and operational costs,
along with day-to-day operations.
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1.1. Owner Qualifications
Nathan Perez
Co-Owner/Co-CEO)
Nathan Perez was born in Fresno, California at Fresno
Community Hospital on May 13, 1977. Growing up, he was
exposed to a community plagued by gangs, drugs, and violence;
ultimately forcing his family to relocate to Central Fresno.
Unfortunately for Nathan, this move did not fix the family troubles
he faced at home, which included but were not limited to
alcoholism and domestic abuse. Mr. Perez struggled with his
education and did not have much supervision during this time,
which led to him becoming a father to his son (Adrian) at the age
of 15. Mr. Perez then dropped out of high school to provide for
his son, not realizing until he turned 18 that despite his efforts,
he was potentially raising his son to face some of the same
struggles he had growing up. This realization shifted his focus toward changing his living
conditions, first by finishing his high school education.
Through determination and perseverance, Nathan was able to achieve his G.E.D. and
enroll at Fresno Community College. For the first time in his life, he caught a glimpse of
self-achievement and felt valued as a participant in society. Regrettably, this positive rally
was cut short at the age of 22 when the overlap of Nathan’s previous life and means for
income caught up to him and By the
grace of God, this was the wake-up call he truly needed and was given a second chance
to walk a higher path. Following the suggestion of his attorney, Peter Kapetan, Mr. Perez
sought out employment and was hired at Saint Agnes Medical Center where he
transported patients and was exposed to a world of professionalism that he never knew
existed. Fascinated and inspired by this new environment, Mr. Perez was poised to
advance his knowledge and experience in the medical field and went on to acquire
his EMT and EKG certifications in the first years of employment with Saint Agnes. His
phlebotomy license would shortly follow. He then furthered his education by attending
Clovis adult and Fresno city college for his general education and pre-requisites for
nursing. Unfortunately, Mr. Perez was not accepted to the nursing program due to the
previous conviction, hardships upon him, and providing for his family with very limited
resources.
As of today, Mr. Perez has long served his community for over 20 years working in the
Emergency Room at Saint Agnes Medical Center where he has received awards of
recognition for his commitment and compassion for others. In 2019 he received the G.E.M
award, Going the Extra Mile. He has been recognized for his communication skills with
regards to disadvantaged and troubled youth. Due to his diligence and dedicated work
ethic Mr. Perez has been personally selected to take an active role in experimental
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505/507 N. Fulton Street Beyond Rooted 559
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programs aimed at redesigning routines and best practices for his department, many of
which have become standards today.
In 2010, Mr. Perez gained the acquaintance of Michael Jennings who is the C.E.O of a
licensed cultivation facility (Next Green Wave) based out of Coalinga California. Over the
years of their friendship, Mr. Perez learned how the cannabis industry works with
guidance from Michael Jennings, who provided Mr. Perez with valuable professional
knowledge of the industry as an owner of multiple cannabis dispensaries and cannabis
companies. Mr. Perez assisted in many trade show events supporting the distribution and
sales of cannabis products. Michael also owned the Loud Seeds company and gained
recognition for winning 2012 cannabis cup with High Times Magazine (hybrid section).
As a cultivation specialist, Mr. Perez would have his work photographed and featured in
High Times Magazine under the company name of Loud Seeds. Despite the fruitful
relationship with Mr. Jennings, Mr. Perez declined employment with Next Green Wave in
Coalinga CA, to stay closer to his family and home in Clovis CA. The City providing this
opportunity to its community members such as Nathan proves that perseverance through
adversity does have the potential for reward. Nathan is ready to prove that trust in
applicants such as Beyond Rooted is well placed.
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505/507 N. Fulton Street Beyond Rooted 559
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Isaac Fonseca
Co-Owner/Co-CEO)
Isaac Fonseca was born on July 14, 1981 and
raised in Fresno, California. Married to Marilyn Fonseca.
The Fonseca’s are proud parents two daughters Jayah and
Janessa Fonseca. Fonseca’s parents Eluterio and
Margaret Fonseca are business owners of 38 years in
Fresno, CA (ABC Auto Body). Fonseca grew up in the
Mayfair district in the southeast sector of Fresno. Fonseca
graduated from McLane High School in 2000. Fonseca
enjoyed playing high school sports and culinary arts
education. The Fonseca’s currently reside in Clovis
California.
Immediately after high school Fonseca was hired
and remains employed with Kaiser Permanente, Fresno.
Fonseca just celebrated 20 years of service with Kaiser
Permanente (12/15/20). Fonseca is responsible for the
environmental cleanliness of the facility. Fonseca has
experienced union work environments as both a manager and member. Fonseca currently
oversees 97 union employees. In 2019, Fonseca and his team were honored with the everyday
heroes’ award for Fresno Service area.
Fonseca has also obtained his Real Estate Appraisers license in 2007 and has a great
passion for real estate investments. Fonseca owned and operated pumpkin patches and
Christmas tree farms for 6 years providing many joyful experiences for his friends, family, and
neighborhood community. Fonseca would employee the youth in the surrounding areas so they
could gain holiday funds, while showing the disadvantaged valuable lessons of working towards
honest earnings. Many children within Fonseca’s neighborhood are disadvantaged with no clear
direction into their future. Pathway’s is something that Fonseca, his father and brother continue
to support within their neighborhood community by employing and developing reintroduced
members of the community back to society by giving them an industry skill and career pathway
(Auto Body and Paint).
Fonseca has volunteered and commissioned for 5 years at Nelson Elementary youth
soccer league, later moving to coach competitively. There he developed many youth soccer
players now playing at the competitive level.
Fonseca participates in many food box
giveaways, feed the need, and distribution of hygiene
products to the less fortunate. Most recent notable
charitable contribution: December 22, 2020 Fonseca
and his Beyond Rooted 559 organization participated
in distribution of 250 food boxes alongside a coalition
of cannabis industry associates. The Fonseca family
currently resides in a quiet neighborhood in Clovis,
California.
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505/507 N. Fulton Street Beyond Rooted 559
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1.2. Budget
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505/507 N. Fulton Street Beyond Rooted 559
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1.3. Proof of Capitalization
Beyond Rooted 559/Co-founder Isaac will self-fund up to with personal and
liquidable assets. We expect that any additional required capital will be funded through
loans, partnerships, local, state, and private grants. Beyond Rooted 559 has applied for
private grants thus far.
Beyond Rooted has an opportunity in an incubator partnership with DD559/G7 for any
additional funds needed. DD559 and G7 have committed as part of their respective
businesses’ social obligation as a local CCB to directly support us as a Social Equity CCB.
Terms of intent with respect to a convertible note with DD559/G7 in the aggregate
principal amount of up to . The convertible note will have a term of three years
and an interest rate equal to 0.52% per annum, compounded annually. The note may be
prepaid in whole or in part at any time without penalty. Additional terms of the proposed
loan include a consignment commitment to place DD559/G7 products on a majority of
available shelf space at this retail location. At maturity, DD559/G7 may elect to convert
any remaining balance of the note into [non-voting] equity of Beyond Rooted 559 not to
exceed [30%][a 30% profit share ].
Beyond Rooted 559 also has the opportunity to partner with well-known multi-chain
licensed cannabis retailers for a percentage of company stake not to exceed 30%
ownership. Start up capital is part of this consideration.
A committed pathway will be finalized and submitted on or before January 29, due date.
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505/507 N. Fulton Street Beyond Rooted 559
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1.4. Pro Forma for at Least Three Years of Operation
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1.5. Hours of Operation, Opening and Closing Procedures
Hours of Operation
Pursuant to Fresno Municipal Code (“FMC”) Article 33 § 9-3310(a)(1), and in
compliance with 16 California Code of Regulations (“CCR”) § 5403, Beyond Rooted
559’s hours of operation will be from 9:00 a.m. to 10:00 p.m. daily.
Beyond Rooted 559 will not open the dispensary to the public or deliver or permit to be
delivered by our personnel any cannabis goods outside of our regular retail hours. To
ensure compliance with this policy, management will instruct all employees not to allow
the sale of any cannabis goods outside of Beyond Rooted 559’s regular retail hours,
and Beyond Rooted 559’s point-of-sale system will be programmed so that sales cannot
be processed before 9:00 a.m. or after 10:00 p.m. All deliveries ordered after 9:30 pm
will be held for next day delivery.
To communicate clearly our scheduled opening and closing times to customers, Beyond
Rooted 559 will post the hours of operation in a conspicuous location in the dispensary
lobby and on its front entrance. Beyond Rooted 559’s security guards will ensure that no
customers enter the dispensary prior to the opening of business and that all customers
have exited the dispensary in a timely fashion by conducting a sweep of the property at
closing time and politely escorting any remaining customers off the property.
Opening and Closing Procedures
Beyond Rooted 559 will utilize uniform opening and closing procedures to ensure that the
dispensary is secure during non-operating hours and meets penal code and customer
standards for a clean business front.
All systems to include alarms, POS systems, door access, and vaults will be inspected at
a minimum of opening and closing of management personals shift. Management personal
will ensure staffing protocols are reviewed daily at the start of their shift and monitor
throughout.
Covid-19 Protocols:
Providing a safe and sanitized environment for our customers
and staff is an extremely high priority. Beyond Rooted 559
will uphold the upmost safety protocols as dictated by health
and safety codes and according to guidance from public
health professionals. Beyond Rooted 559 will sanitize its
environment daily. High touch points throughout the facility
will be sanitized much more frequently, and in any event no
less frequently than hourly or as prescribed by community
health officials. Certain consumer touch points, like counter
surfaces, will be sanitized after each use and throughout the
day. Managers will be responsible for monitoring all
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505/507 N. Fulton Street Beyond Rooted 559
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sanitizing protocol standards. Daily rounds of such expectations will be checked by both
opening and closing managers.
Monitoring of staff and customers for current state of health will occur regularly. Sanitizer
stations, regular temperature checks, and strict adherence to 6’ distancing will be fully
enforced both in-store and leading from the parking facility in compliance with state and
federal mandates. 6’ floor markers will be utilized to ensure flow and distancing as long
as necessary to ensure our community makes it through this public health crisis, and
conspicuous signage will be posted regarding the wearing of face masks, social
distancing, and COVID-19 symptoms generally.
1.6. Daily Operations
1.6.1. Day to Day Operations
a. Customer Check-In Procedures.
After the store opening procedures are completed, Beyond Rooted 559 will be ready for
customers to be checked in starting at 9:00 a.m. daily. Capacity including staff and
customers will be determined first by occupancy limits set by building code, with
additional controls in adherence to public health and safety such as social distancing,
and wearing of protective masks. Upon entry, for so long as supported by public health
and safety protocols, our security personnel will ensure that each customer’s
temperature will be taken, after which, each customer and/or medical patient will be
required to check in and show their IDs at the reception desk placed at the front of the
secure lobby prior to entering the sales floor pursuant to FMC Article 33 § 9-
3310(b)(1)(i).
Our entry lobby and sales floor will be separated by an electronic “buzz-in” door to
ensure that persons without proper identification will not be permitted entry into the retail
space pursuant to FMC Article 33 § 9-3310(a)(4). All employees will be trained on
acceptable forms of identification according to 16 CCR § 5404(c). As of the date of this
application, such acceptable forms of identification include:
A. If the customer is 21 years of age or older, the customer must provide:
i. A document issued by federal, state, county, or municipal government, or a
political subdivision or agency thereof, including a valid motor vehicle
operator’s license, that contains the customer’s name, date of birth, height,
gender, and a photograph of the person;
ii. A valid identification card issued to a member of the Armed Forces that
includes the person’s name, date of birth, and photograph; or
iii. A valid passport issued by the United States or by a foreign government in
the name of the customer.
B. If the customer is between the ages of 18 and 20, the customer must provide one
of the forms of identification described in A, above, and present a valid physician’s
recommendation or a Medical Marijuana Card (MMC). Under no circumstances
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505/507 N. Fulton Street Beyond Rooted 559
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will doctor recommendations be provided at the dispensary or on the dispensary
property.
C. Only customers that we are able to verify to be over the age of 21 and medical
patients verified to be over the age of 18 with a valid physician’s recommendation
or MMC will be allowed to remain on the property in accordance with FMC Article
33 § 9-3309(i)(1).
D. Check-In staff will not accept any form of identification that is physically altered or
damaged in any way that impedes the employee from verifying the individual’s
identity by virtue of the photograph, physical attribute descriptions, and physical
address location. Check-In staff will not accept any form of identification that is
expired. Our security personnel and consultants will regularly train our check-in
staff to identify false and/or modified forms of identification, and Beyond Rooted
559 will permanently ban any individual caught presenting false identification
documentation.
In accordance with applicable law, including FMC Article 33 § 9-3309(i)(2), Beyond
Rooted 559 will also prominently post clearly visible notices at the entrance to the
dispensary stating that no person under the age of 21 (except a medical patient over the
age of 18 as described above) shall be permitted to enter on the dispensary premises at
any time. Pursuant to FMC Article 33 § 9-3309(k), Beyond Rooted 559 will also
conspicuously post in the lobby the original copy of the commercial cannabis permit
issued by the city, the original of the California State Cannabis License and all other
permits and licenses required to operate and maintain our store. The posting of our
licenses will let the customers know that we are fully licensed and authorized to sell
cannabis products at this location.
After each customer confirms that he or she is not currently experiencing any of the
known symptoms of COVID-19, and following the compulsory temperature check and
our check-in staff’s confirmation and verification that such customer is legally of age to
enter the dispensary retail floor, our staff will register the guest within the point-of-sale
system, taking a photograph of the front and back of the customer’s valid form of
identification, and to the extent not previously completed, will create a customer profile.
Using the customer profiles, staff can perform a number of compliance and safety
related tasks, including confirming physician recommendations for medical patients,
ensuring that a customer does not exceed daily purchase limits, and confidentially
maintaining all customers’ contact information and purchase history in the event that a
product recall is ever initiated. Additionally, these customer profiles will engage our
check-in staff to welcome returning customers more efficiently following confirmation
and verification of such customer’s identification. Once the identification has been
verified and the customer has been checked in at the front, the customer will be
permitted to enter the retail sales floor through the buzzer-controlled door.
Customers ready to shop will wait in the line following all social distancing protocols in
the open floor area of the dispensary. A sales associate will stand at the front of the line
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to direct waiting customers to a sales associate behind the shopping counter that is
ready to serve them. Delivery procedures are discussed below, in section 1.6.1(f).
Curbside service will be offered using an online purchasing app or directly through our
website. Designated parking spaces will be reserved for curbside pick-up customers
who will contact our store representatives when they arrive and be served from their
vehicle with their orders. All of the aforementioned identification and safety procedures
will be followed in respect of our pre-order customers. Pre-order express pick up
service will be provided via a pick-up window that will allow a smooth transaction that
will not conflict with regular customers wishing to shop in-store. Customer data entry
into our company system, customer profile, and identification verification will be required
for all sales.
b. Location and Procedures for Receiving Deliveries During Business Hours
The receiving area of the building will be located at the rear of the building, behind a
secure fenced area of the parking lot with a secure roll up door. Goods will be
processed behind closed doors inside the receiving area and then transferred by staff to
the vault for entry into inventory. Only scheduled deliveries will be accepted to ensure
that adequate security personnel are available on-site to both facilitate the delivery and
provide adequate security to the dispensary and our personnel. No cash will ever be
exchanged outside the building to further reduce the risk of a robbery. All activity, from
entry into the building, access to the secure fenced area, offloading of product and
exchange of paperwork and payment will be under video surveillance at all times.
c. Point-of-Sale System and Number of Point-of-Sale Locations
Beyond Rooted 559 will utilize a point of sale system in order to register each customer,
process sales, and track purchases. Every new customer will be automatically registered
within the point-of-sale system, after completing the age and identification procedures
described above. The system will record such customer’s name, physical attributes
(height and weight based on authenticated ID), address (street address, telephone and
email contact information), date of birth, past purchase records, any valid MMC, and a
photographic image of a validated form of identification.
Maintaining this information in a digital format will facilitate Beyond Rooted 559’s ability
to contact customers in case of an emergency like a recall or defective product. The
point-of-sale system will also keep track of past purchases so a customer does not
exceed the legally permissible amount and will permit our sales team to send direct
messages regarding store promotions if the customer has expressly opted in to receive
such information in accordance with applicable law.
During the customer check-out process, our sales associates will again verify the
customer’s ID as a second line of defense in preventing underage purchasing.
Following confirmation of such customer’s identification, the sales associate may then
view the customer’s profile in order to confirm that the customer’s purchase does not
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exceed his or her daily limit, finally allowing for the sales associate to scan the product
for check-out in the point-of-sale system. Every purchase will also be automatically sent
to the State of California through the system’s integration with METRC, the software
California has chosen for tracking and tracing all cannabis sales.
As part of our retail check-out plan, we will install – both on
the back side of check-out counters, and our
Curbside/Express window counter – a moveable shelving
system called Spacesaver’s Wheelhouse. We intend to use
the same inventory control system in our inventory storage
vault. The Wheelhouse is a low-profile moving shelving
system that combines strength and adaptability in a low-
profile, low-cost modular system that maximizes space.
Paired with a modular floor system that provides the same
level of strength and flexibility of a traditional anchored rail
system with a low-install impact in cost and site disturbance,
this shelving system is well suited to our needs.
d. Estimated Customers to be Served per Hour/Day
Beyond Rooted 559 estimates that this dispensary location has the potential to serve 36
customers per hour including instore, curbside, express pick up and delivery services,
and 481 customers per day. We anticipate serving the most customers between 12pm
to 2pm and between 6pm to 8pm on weekdays and from 2pm to 7pm on weekends. We
also expect to serve the most customers Friday through Sunday.
e. Describe the Proposed Product Line to be Sold and Estimate the
Percentage of Sales of Flower and Manufactured Products
Based on our coalition partners including the local DD559 and G7 Coalition of local
Fresno CCBs and other strategic relationships, we expect that our customers will be
able to choose from many brands and varieties of products, including flowers, oils,
vapes, pre-rolls, topicals, and edibles from established and licensed California vendors
and cannabis companies. We plan to highlight Fresno-based products once the
industry gets off the ground, and provide a mutual beneficial partnership opportunity
with Fresno cultivation and manufacturing facilities.
Beyond Rooted 559’s array of products are intended to address a variety of customer
requests ranging from relaxation to pain relief. All products will be strictly tested and
their manufacturing and cultivation sites will be inspected to ensure that all products in
our dispensary meet Beyond Rooted 559’s and state and local safety, testing and purity
standards.
Based on numbers from other established dispensaries in California, Beyond Rooted
559 anticipates that approximately 50% of retail sales will be cannabis flower, including
pre-rolls, manufactured products, and whole flower. The remaining half of sales is
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anticipated to be 25% manufactured cannabis goods (pens, batteries, and product
cartridges, 15% edibles, and the reminder of sales attributed to concentrates and
infused non-edible products.
Beyond Rooted 559 is currently developing its product line but anticipates to carry
variations of the following:
FLOWER: Beyond Rooted 559 will carry a wide variety of cannabis strains from across
California at all price points with varied THC content and strains available. Brands we
intend to carry include the popular Dagobahz Farms, G7 Organics (House Brand),
Foutain, Stiiizy, Cookies, Cannadescent, Liiit, Connected, Alien Labs, and many other
reputable brands. Both whole flower and pre-roll joints will be available.
CONCENTRATES: Beyond Rooted 559 plans to carry live resin, budder, sauce, sugar
leaf, and crumble. Brands include Caliblaise, Stiizy, Raw Garden, and Cannadescent.
VAPORIZERS AND OIL CARTRIDGES/PODS: Used to heat cannabis for inhalation.
Vaping devices heat dry cannabis flower or oil concentrate to a temperature below
combustion, usually in the range of 180-200°C (356-392°F). The heat releases active
compounds from the cannabis and turns them into a vapor that can be inhaled. THC
content of vapes range from 35% to 90%. Brands include Caliblaise, Stiizy, Raw
Garden, and Cannadescent.
EDIBLES and BEVERAGES: Cannabis edibles come in many forms, including
brownies, cookies, gummies, mints, and sodas or infused water. The body processes
edible cannabis differently than inhaled cannabinoids. When cannabis is ingested,
cannabinoids enter the bloodstream through the stomach and liver, which increases both
potency and delays the onset of effects. Cannabis edibles typically contain 5-10
milligrams of THC per serving, with a maximum of 100 milligrams of THC per edible
cannabis good. Brands include Enjoyables, Biiit, Kroova, Kiva, Smokies for edibles, and
Sparkling Heights and Lagunitas for beverages. (Note: we will not sell cannabis infused
alcoholic beverages).
TOPICALS: Cannabis can be infused into lotions, balms, and oils that are absorbed
through the skin for localized relief of pain, soreness, and inflammation. Because they
are non-intoxicating, topicals are often chosen by patients who want the therapeutic
benefits of cannabis without the cerebral euphoria associated with other delivery
methods. Brands include Papa & Barkley.
TINCTURES: Tinctures are administered orally, sublingually, or in tandem with a
beverage and can contain a range of cannabanoids. Tinctures are often packaged in
small glass bottles with droppers as caps for convenient dosing without combustion or
inhalation. They offer patients a method of consumption that does not require
combustion or inhalation. Brands include Papa and Barkley.
CAPSULES: Capsules are cannabis in pill form and can contain any form of cannabis
and specific ratios of cannabinoids. Capsules often function as safer alternatives to
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vaping or smoking cannabis. Brands include Papa and Barkley.
Beyond Rooted 559 will offer both high-end artisanal products and affordable brands to
service and accommodate our more cost-sensitive customers.
Beyond Rooted 559 is also focused on helping its customers in determining which
product may be right for them and their needs, and, to that end, we intend to permit our
brand partners to advertise (as permitted by state and local) their products through
empty “vendor boxes” on the shelving behind certain of our customer counters.
Additionally, the products will be separated and displayed by delivery type (e.g., flower,
gummies) and by strain (e.g., sativa, indica, hybrid).
In accordance with 16 CCR § 5025(d), Beyond Rooted 559 will not sell or permit the
sale of alcohol or tobacco products at its dispensary.
f. Describe Delivery Service Procedures, Number of Vehicles and Product
Security During Transportation
Demonstrated industry experience in other cities has shown that a well operated delivery
business can provide up to an additional 30% in retail revenues. Our proximity to Highway
180 will allow us to deliver to areas as far as 60 miles away from our retail storefront. This
expansive reach will enable Beyond Rooted 559 to cater to its customers who are unable
to travel to Beyond Rooted 559’s retail premises to obtain the high-quality cannabis
products our store will offer.
Customer Delivery Orders
Our customers will be able to place both pick-up and delivery orders through an online
delivery platform from our website or an app-based program. Customers will create an
online profile with valid identification, including a recent photograph of the customer
holding their ID. ID will be checked again at the time of delivery.
Once a delivery order is received, one of our sales associates will get to work, first
confirming that the order complies with daily sales limits and can be legally processed.
The sales associate will then check that the desired products are in stock allowing for
complete order fulfillment. If all of the requested goods are available, then the sales
associate will process the order as requested by first documenting the customer’s
identifying information, checking the customer’s profile, and checking the delivery
address online to ensure that it is: (i) a physical street address in California in our
delivery area; (ii) not on publicly-owned land or on land or in a building leased by a
public agency; and (iii) not a school providing instruction in kindergarten or any grades 1
through 12, day care center, or youth center in accordance with 16 CCR § 5416.
Order Processing
As part of order fulfillment, a sales associate will prepare a Delivery Request Receipt
that contains the following information in accordance with 16 CCR § 5420(a):
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1. Beyond Rooted 559’s name and address;
2. The first name and employee number of the employee who will deliver the
order;
3. The first name and employee number of the sales associate who prepared
the order for delivery;
4. The first name and Beyond Rooted 559-assigned customer number for the
customer who placed the delivery order;
5. The date and time of the receipt of delivery order;
6. The delivery address provided by the ordering customer;
7. A detailed description of all of the requested cannabis goods, including their
weight, volume, or another accurate measure of the amount; and
8. The total amount paid for the delivery, including any taxes, fees, the cost of
the cannabis goods, and any other charges related to the delivery.
The same Delivery Request Receipt will later be updated by our delivery personnel to
include the date and time the order was delivered, as well as the ordering customer’s
signature confirming their receipt of the order. The sales associate will record this
information in the customer’s profile in the point-of-sale system, so that cannabis goods
sold by Beyond Rooted 559 can be tracked and properly traced.
All delivery orders will be procured from the inventory vault by the Inventory Manager
then on duty, and he or she will visually inspect each product to ensure that it is not
expired, that the packaging is intact and unopened, and that the product labeling is
intact and legible. The Inventory Manager will then provide the items to the sales
associate. The sales associate will either scan or manually document each item into the
point-of-sale system. The following information will also be entered directly into Track-
and-Trace in accordance with 16 CCR § 5049(b):
1. Name and type of cannabis goods;
2. Unique Identifiers (UID) of cannabis goods;
3. Amount of cannabis goods, by weight or count;
4. Date and time of sale; and
5. Any other information required by licensing authorities.
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Delivery orders will only be fulfilled if Beyond Rooted 559 has connectivity to the
METRC track and trace system. To conclude order documentation, the sales associate
will then add the ordered products to the delivery driver’s Delivery Inventory Ledger,
which will include for each good the: (i) type; (ii) brand; (iii) retail value; (iv) UID; and (v)
weight or volume. Based on then-current retail prices, the sales associate will verify that
the delivery inventory ledger contains less than of cannabis goods as pursuant
to 16 CCR § 5418(a). All delivery orders will then be placed into opaque, non-see
through packages, and will be provided to the delivery employee with copies of the
corresponding Delivery Request Receipts and the Delivery Inventory Ledger in
accordance with 16 CCR § 5418(e) & (g).
Delivery Loading
Delivery vehicles will be loaded for delivery in Beyond Rooted 559’s secure loading
area. Pursuant to 16 CCR § 5044(d)(1), the delivery area will be under 24-hour video
surveillance. Cannabis goods will be loaded into the delivery vehicle by delivery
employees, who will ensure that all cannabis goods are locked in a fully-enclosed box,
container, or cage that is secured on the inside of the vehicle (but is not comprised of
any part of the body of the vehicle) that is not visible to the public in accordance with 16
CCR § 5417(b).
Our delivery procedures and protocols will include a pre-delivery checklist to be used by
every delivery employee to ensure compliance with all applicable state and local laws
and regulations prior to departure. These check-list items include possession of a
delivery inventory ledger, the Delivery Request Receipt, employee ID badge, age
verification device, alarm system, inventory containers/locks, delivery stop log, mobile
telephone, copy of business license, GPS device, vehicle operations manual, copy of
state license, sufficient fuel, access to on-road vehicle assistance, and driver’s license.
GPS Tracking
In accordance with 16 CCR § 5417(d), each of our delivery vehicles will be outfitted with
a dedicated GPS tracking service or device that will be owned by Beyond Rooted 559
and used only for our delivery vehicles. Each device will be permanently or temporarily
affixed to the inside of a delivery vehicle, and devices will remain active throughout all
deliveries to enable Beyond Rooted 559 to identify and document each vehicle’s
location at all times during the delivery process. Beyond Rooted 559 will maintain
recorded logs of all delivery orders for a period of not less than 3 months, including a
record of all of the locations traveled to by delivery employees during deliveries. These
records will be made available to the City and the Bureau of Cannabis Control promptly
upon request.
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The Delivery Route
Communication between our management and our delivery employees will occur
through the use of hands-free telephones. Before departing from the dispensary for a
delivery, a delivery employee will place and receive a test call to management to
confirm that the telephones are properly functioning. In addition to general
communications, delivery employees will be required to utilize the hands-free
telephones to report all adverse delivery events to management, who will record all
adverse events in a dedicated incident log.
In accordance with 16 CCR § 5418(f), Beyond Rooted 559 will require that all of its
delivery personnel maintain delivery stop logins, reflecting all stops from the time the
delivery employee leaves the dispensary to the time the employee returns, including the
reasons for each stop. After deliveries are completed, our drivers will provide their logs
to a designated member of our management team, who will ensure that each log is
retained and available for inspection for a period of at least seven years in compliance
with 16 CCR § 5418(f). In accordance with 16 CCR § 5418(h) (3), all delivery
employees will be instructed to provide the log to the City, the Bureau of Cannabis
Control, or any law enforcement officer immediately upon request while out on
deliveries.
Approximately 5 to 10 minutes prior to a driver’s arrival at the customer’s delivery
address, the customer will receive a mobile notification. When a delivery employee
arrives at a customer’s delivery address, he or she will first attempt to contact the
ordering customer by knocking on his or her door or ringing the doorbell. If the ordering
customer does not respond after a reasonable time, the delivery employee will return to
the delivery vehicle and will attempt to call the customer using the telephone number
the customer provided with the order. If there is still no response within 10 minutes of
the delivery employee’s first attempt to contact the ordering customer, he or she will
return to the dispensary with the customer’s entire order. If there is a response, the
delivery employee will take all prescribed steps ensure that he or she is communicating
with the customer who placed the order by manually checking the customer’s
identification and scanning the identification with an age verification device to confirm
that the identification is valid and that the customer is of legal age to purchase cannabis
in compliance with 16 CCR § 5415(f). After the customer’s identity and age have been
verified, the delivery employee will process payment and will physically transfer the
cannabis goods to the customer. The customer will then sign the Delivery Request
Receipt and will be provided with a copy of the receipt as required in 16 CCR § 5420(b).
The delivery employee will also retain a copy of the signed Delivery Request Receipt to
provide to management, who will maintain the receipt in accordance with Beyond
Rooted 559’s record retention policy and applicable rules and regulations as stated in
16 CCR § 5420(b).
Alternatively to the above-reference protocol, Beyond Rooted may elect to request that
the BCC provide relief from specific licensing requirements during the coronavirus
pandemic under Disaster Relief Section 5038 to allow temporary "contactless delivery,"
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505/507 N. Fulton Street Beyond Rooted 559
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to help the community follow social distancing by lessening compliance requirements
around interactions with customer signature and ID. For verification purposes,
customers would still show their ID, but without physically handing it to the delivery
employee.
Number of Delivery Vehicles
Beyond Rooted 559 intends to start with two to three vehicles at launch, which to the
extent available, will be electric or hybrid vehicles, to provide delivery services for its
customers. Beyond Rooted 559 envisions up to six vehicles for delivery purposes
within 2 years of operation.
Product Security
Product security is a priority to Beyond Rooted 559 and its management. As such,
Beyond Rooted 559 will institute and enforce the following policies and procedures,
among others, to ensure that products remain secure throughout the delivery process in
compliance with 16 CCR § 5418 (a-d):
• All delivery employees will be at least 21 years old.
• All deliveries will be made by Beyond Rooted 559’s delivery employees (as opposed
to third party contractors).
• We will only employ delivery personnel with demonstrably good driving histories (e.g.,
no DUIs, driving with suspended license, etc.)
• Deliveries will only be made during open retail store hours.
• Delivery employees will not be permitted to perform a large number of deliveries on
any route to limit the amount of cash and products in their vehicle.
• Delivery Employees will not carry cannabis goods or cash worth more than $5,000 at
any time.
• Only authorized employees will be allowed in the delivery vehicle at any time.
• Delivery employees will not leave our dispensary with cannabis goods without a valid
Delivery Request Receipt in compliance with the foregoing procedures (e.g., no roaming
with cannabis goods).
• While carrying cannabis goods for delivery, delivery employees will only travel in an
enclosed delivery vehicle and will ensure the cannabis goods are not visible to the
public.
• While making deliveries, delivery employees shall be permitted to travel only directly
from the store to the delivery address, from a completed delivery address to another
delivery address or back to the store. The Delivery Employee shall not deviate from the
delivery path except for necessary rest, refuel, vehicle repair stops or due to unsafe road
conditions or other emergency.
• Delivery vehicles will not have any marking on the exterior of the vehicle that may
indicate the presence of cannabis inside the vehicle.
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• Delivery employees will not leave cannabis goods unattended in the delivery
vehicle unless the vehicle is locked and the alarm system is active (having tested
the alarm system prior to departing dispensary premises).
• A dedicated GPS device will be affixed to the inside of each delivery vehicle,
enabling Beyond Rooted 559 to identify each vehicle’s location during delivery.
Additionally, as mentioned previously, delivery employees will be in constant
communication with the store’s inventory and delivery team via hands-free telephones.
Delivery employees are instructed to dial 9-1-1 if they feel threatened or they believe a
crime is about to be committed. The inventory and delivery team at the store will also
keep track of the delivery vehicle’s whereabouts and will call delivery employees if there
are unscheduled stops or other unusual activities. If they are not able to connect with
the delivery employee, the inventory manager will contact the police if he or she
reasonably believes there is a crime being committed or that the delivery employee is
otherwise in danger.
-End of Section 1-
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SECTION 2. SOCIAL POLICY AND LOCAL ENTERPRISE PLAN
2.1 Living Wage Commitment
Beyond Rooted 559 is committed to offering their employees a Living Wage. We know
the value of hard work, and what it means to receive compensation for a job well done.
We plan to create a business model where our employees are treated like family and
provide a boost to our employees first where they will feel it most – in their paychecks.
Beyond Rooted 559 is committed to paying all employees an hourly wage in excess of
the State of California’s currently-set minimum wage of $13.00 per hour. Our average
hourly rate will be $ per hour plus benefits and quarterly revenue sharing. The
Security Manager will be paid a minimum of $ per hour plus quarterly revenue sharing.
Below is an outline of the minimum wages that will be paid at our dispensary.
2.2 Employee Benefits
Employee benefits will be provided in the form of a direct benefit package for individual
or family health care, in addition to quarterly revenue sharing. In addition to providing
annual wage increases according to living wage requirements, we will also review all
employees annually with a view toward increasing compensation based on employee
performance. Beyond Rooted 559 is committed to granting all full-time employees 5
vacation and 3 six days per calendar year. California law requires employer to provide
10 minutes paid rest break after four hours of work and 30 unpaid rest/meal breaks for
every 5 hours of work. Beyond Rooted 559 is committed to making all employees
stakeholders, aligning employee and management incentives. We will do this by creating
quarterly projections and offering up to 20% of any excess profits to be divided amongst
the full and part-time employees on a quarterly basis. By doing this, all employees have
the chance to earn bonuses with the profitability of the company.
Our proposed profit sharing plan together with a Fresno Hiring Preference (as discussed
below) will infuse extra income for employees, and drive community/company
engagement.
2.3 Continuing Education and Employee Training
Beyond Rooted 559 plans to invest in the professional development and education of its
personnel to uphold a standard of excellence in our dispensary and become a growing
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conviction, any one of which could easily derail an otherwise successful life path. We will
utilize our existing connections with local philanthropic institutions to actively recruit
Fresno citizens who meet the listed qualifications and will be proud to bring them into our
family in order to contribute to their success within our company and beyond. Our
founders are living examples of what is possible and aspire to be that beacon of light and
support to as many of our community members as possible.
2.5 Local Management Enterprise Plan
As true Fresno locals, our founders were born and raised in east central Fresno and have
a combined residency of 55 years in the community with rental properties, family
businesses and 12 years of a Real Estate Appraisal practice. We are committed to
engage in professional recruiting practices to hire the most qualified local candidates, and
to provide training for those who might otherwise not qualify but are interested in the
business and willing to do the work with a strong sense of ethics, integrity and
commitment. Additionally, an active effort will be made to recruit a diverse workforce from
within the City of Fresno and nearby communities. We will do this through outreach to
our many local business and philanthropic connections as well as local job fairs and other
recruiting events.
Our employees will be well-paid, well-qualified, and well-trained personnel. All employees
will be fingerprinted and have successfully passed a criminal background screening. All
staff will be required to wear photo identification at all times while on the property.
Employees will be provided with precise definition of responsibilities, clearly understood
chains of authority and thorough training.
2.6 Employee Structure
Beyond Rooted 559 is dedicated to principals of health and wellness and will ensure that
we are staffed with qualified individuals who understand and respect the strict rules and
regulations governing the cannabis industry.
We anticipate our business to operate with seven to ten (7-10) key staff, including a chief
executive officer, a chief financial officer, security manager, and inventory manager, plus
floor sales and delivery staff. A Dispensary Manager will be on-site at all times during
business hours, providing the team with a solid leader well-versed in all aspects of our
consumable products, laws and regulations, and safety protocols. Our dispensary floor
staff, cashiers, and drivers will report to the Dispensary Manager and will participate in
regular training to ensure consistent customer service, adherence to regulations, and
safety protocols.
2.7 Labor Peace Agreement
Our dispensary intends to employ more than five (5) employees and will provide all hired
employees with proof of a signed labor peace agreement that would allow employees to
unionize within the industry without interference.
2.8 Workforce Plan
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Our workforce plan is focused on maximizing the benefit that our locally owned Social
Equity business can bring to the City of Fresno.
2.8.1 At least 30% of our employees will be local hires. As our management
structure is comprised of locals within the larger community of the Fresno
area, we are well suited to conduct outreach for employees that are
interested in being a part of a truly locally run business.
2.8.2 As part of our workforce plan, we intend to offer on-the-job training to benefit
our employees so that they will be able to learn the industry beyond their
stated job description and apply those skills beyond our operation. In
addition, our partnerships with the G7 Coalition of local cannabis
businesses provides an opportunity to utilize their expertise as mentors and
as a resource for staff to develop skill sets as desired in the intricate and
varied workings of this industry.
2.8.3 As stated above in Section 2.1, Beyond Rooted 559 is committed to
providing and maintaining a living wage for all staff.
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SECTION 3. NEIGHBORHOOD COMPATIBILITY PLAN
Beyond Rooted 559 will provide an appealing addition to the N. Fulton Street and E.
Belmont Avenue location by fostering and maintaining excellent relationships with the
community, including community outreach efforts to minimize the neighborhood impact
of our dispensary.
3.1. Complaint Response Plan
Beyond Rooted 559 will implement an active neighborhood outreach plan, including
providing all property owners and tenants within a 500’ radius access to our
Dispensary Manager’s contact information so that concerns can be immediately
addressed. In the event of a complaint, the Dispensary Manager and /or Security
Manager will continue dialogue with the affected neighbor to ensure full transparency
regarding our internal processes to address concerns and come to a solution.
With the high level of security necessary for operations of this kind, we intend that our
presence in the neighborhood will be of benefit to our neighbors by providing more
consistent human presence in the area.
The facility is not anticipated to create any nuisance related to noise as the dispensary
is a typical retail store with regular business commerce hours. Curbside pick up
services will be from within the site parking lot and the express window will also be
located on the parking lot side so as not to impact other commercial foot traffic in the
neighborhood.
Properties to the north on Fulton Street are outfitted with very attractive decorative
building lighting creating an appealing appearance. Beyond Rooted 559 plans on
continuing this type of decorative lighting creating over its half block. The corner
location will be well lit at night and our dispensary will be a welcome and vibrant
addition by improving the corner to a state of the art retail environment.
Strict regulations on cannabis packaging do not allow odor to escape from the
packaging. No onsite consumption will occur or be allowed on the property and no
odor impacts are anticipated. In the event that there is a nuisance odor, our site
manager will be proactive in identifying system and/or operational failures and
implementing solutions with utmost speed.
The storefront will not be a source of litter or blight, as we intend to create a positive
and inviting business frontage for the community, and our staff will also ensure that the
frontages of the property and surrounding area remain in good condition and free of
litter on a daily basis. Our waste management protocols are strict and do not allow for
the presence of any litter or visible waste on the property at any time.
Vehicular traffic will be limited to our staff who will all park on the property within the
on-site parking area, or offsite on available street parking. Customer parking will be
located on the property accessed off of E. Belmont Avenue, or available street parking.
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In the event a traffic safety concern is identified, our staff will make necessary
accommodations to ensure our operation is not negatively affecting the neighborhood
or causing an undue safety concern.
Pedestrian traffic is welcomed and as our location is proposed at a signaled
intersection, conflicts with cars or other unsafe pedestrian activity is not anticipated.
3.2. Neighborhood Nuisance Avoidance Plan
Beyond Rooted 559 will establish a state of the art facility to increase the aesthetics of
the currently degraded street corner and provide a positive addition to the neighborhood
by bringing a vibrant street presence to this commercial business area. The goal is to
provide a new and secure facility that will welcome patrons to the business and encourage
street presence in the area.
In addition, we are a family-
focused business
committed to working with
the G7 Coalition of
cannabis businesses to
actively better the
communities in which we all
live and work. We will
organize and facilitate
activities such as food
giveaways and supporting
career pathways. In
addition, with the proximity
of our facility to a
methadone clinic, we will explore the benefit possibility of a needle exchange to provide
alternative medicinal opportunities along with our inventory of products, as discussed in
our Community Benefits and Investments Plan.
On-site Consumption Prohibited. Cannabis shall not be consumed on the property.
Loitering. Loitering by persons outside the dispensary both on the property and within
fifty (50) feet of the property is prohibited and will be managed by onsite security
personnel.
Customer Security Protocols. As described in greater detail in our Business Plan, strict
COVID-19 protocols will be enforced, and customers will be checked in at the door of
the dispensary by on-site security and check-in personnel who will, among other things,
verify identification for proof of age. No minors will be allowed in the store at any time.
In the event customer capacity is reached, security staff will ensure patrons in line are
not blocking any pedestrian movement along the street frontage.
December 2020 Food Box Giveaway Staging Area at Family Auto
Body Shop ABC Auto
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3.3. Odor Mitigation
Describe Odor Mitigation Practices
All products will be prepackaged. In the event that there is a nuisance odor, our site
manager will be proactive in identifying system and/or operational failures and
implementing solutions with utmost speed. As mentioned previously, no consumption
or loitering will be allowed on the property.
3.4. Potential Odor Source Identification
No odor is anticipated from the dispensary due to regulatory controls on packaging that
restrict ability of the product to emit smell once packaged for sale. As no consumption
of cannabis or cannabis products is to occur on-site, no odor specific to the goods sold
is anticipated.
3.5. Odor Control Devices and Techniques
The facility is a dispensary only and will not house plants in cultivation or any stage
other than final packaged projects. No odor control devices are necessary or currently
proposed. The prohibition of on-site consumption should preclude the potential for
cannabis specific odor associated with the property.
3.6. Staff Odor Training Plan and System Maintenance
The staff training program in regards to odor will be to ensure that all staff are aware of
company policy to not allow consumption of cannabis on-site. Any evidence of
customer consumption on the property will be addressed immediately by security
personnel and/or management staff. No odor control system or additional controls are
necessary as all products arrive in fully sealed packaging.
3.7. Waste Management Plan.
Waste is anticipated to be primarily packaging waste or recyclable material. Any
damaged or expired products determined unfit for sale will be disposed of in separate
secure containers in compliance with state and local regulatory protocols.
Containers with lids will be used for the storage of waste until removal.
All materials and supplies will be stored in compliance with relevant OSHA regulations
for the storage of hazardous materials and supervised by an employee who has
completed the Cal-OSHA industry safety course
Non-Cannabis Waste
Non-cannabis waste will be placed into opaque, non-see through trash bags prior to
disposal. All dumpsters and trash receptacles will be controlled and monitored by the
Security Manager.
• Non-cannabis waste includes gloves, packaging paper towels, and other
disposable items that do not contain cannabis products or byproducts.
• The opaque trash bags will further enable the security department to prevent
theft, loss and diversion by being able to visually inspect waste prior to being
placed in a dumpster.
• Dumpsters will be locked and controlled by the Security Manager.
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6 LOCATION
6.1. Location Description
The project site consists of an existing building occupying two contiguous addresses (505
and 507 N Fulton Street) located at the northwest corner of N. Fulton Street and E. Belmont
Ave. The property is zoned Commercial Main Street, as are areas to the north, west, east
and south east. The property at the southwest corner of the intersection is zoned Light
Industrial.
Daily Traffic Census: State Route 180 has approximately 112,000 vehicles traveling on
SR180, State Route 180 and offramp Vanness Boulevard is utilized approximately 7600,
and approximately 5300 vehicles Belmont and Fulton Avenue daily. Proposed location is in
close proximity and can be visually seen from State Route 180. Beyond Rooted intends to
utilize these exposures to benefit store productivity and marketability. Data derived from
Caltrans traffic census and LoopNet.
The following are distances for emergency services and sensitive uses.
Fresno Police Department
1.4 Miles away/7392 Feet
Fresno Fire Department
1.5 Miles away/7920 Feet
Daycare
1.4 miles away/7392 Feet
Schools
Fresno City College 1.2 Miles away/6336 feet
Muir Elementary 0.8 Miles/4224 feet
Lowell Elementary 0.6 Miles/3168 feet
Youth Center
Youth Leadership Institute 0.7 miles away/3696 Feet
Boy's and Girls Club 0.6 Miles/3168 feet
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Viewing north from intersection of N. Fulton Street and E. Belmont Avenue. Project
site located in left of photograph.
Viewing West along E. Belmont Ave from intersection at N. Fulton Street. Project site
located in right of photograph.
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Viewing South along N. Fulton Street toward Highway 180 from intersection with E.
Belmont Ave.
Viewing East along E. Belmont Ave from Project Site intersection with N. Fulton Ave.
The project will utilize both addresses of the corner parcel for the dispensary, with separate
employee and customer entrance/exit points. The existing building will either be retrofitted
and redesigned to meet necessary building code requirements as well as security, frontage
improvements, and other design considerations necessary for the commercial cannabis
business. The project parcel is a deep corner parcel with ample open area accessible off of
E. Belmont Avenue for both employee and customer parking. Ample street parking also
exists in this area on both street frontages.
Improvements on the corner project site will utilize the existing building setbacks to
establish a welcoming street presence for the dispensary.
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Follow the RACE Fire Plan
“R” – RESCUE/REMOVE: Rescue anyone in immediate danger from the fire scene or room.
“A” – ACTIVATE/ALERT: Activate the nearest fire alarm pull station. Call out “Code Red”
then dial 911
once outside safely.
“C” – CONFINE: Fire and the spread of smoke by closing all doors to rooms and areas.
• Never leave fire doors open
• Never block egress routes
“E” –EXTINGUISH/EVACUTE: A small fire by using a fire extinguisher or use it to escape
large fires.
Evacuate building immediately report to supervisor, resident, assistant or another appropriate
person.
• Those requiring assistance position
at nearest safety zone.
• Fire escapes may be used a secondary egress, do not use balconies
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505/507 N. Fulton Street Beyond Rooted 559 Dispensary
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SECTION 7. COMMUNITY BENEFITS AND INVESTMENTS PLAN
7.1 Social Responsibility Plan
Beyond Rooted 559 is committed to continuing
our personal efforts to support the community in
the form of ongoing support partnerships with
several local charity organizations as well as
partnering with other local CCBs in community
benefit programs as part of a recently formed
coalition called G7, made up of local cannabis
companies committed to social equity,
community benefits and maximizing the benefits
that this industry can bring to the Fresno area.
Reflecting this commitment, the Beyond Rooted
559 team participated in a mid-December food
box delivery program benefiting the community
in anticipation of the great need present among
so many of our neighbors.
As a Social Equity business, our ability to
contribute to the community financially may
initially be restricted to contributions of donated
time and expertise from within our organization.
That said, we expect that over time we will be
able to contribute at a larger scale including financing of community benefit programs.
We intend for Beyond Rooted 559 to be a vibrant partner and community member to
maximize benefits that the overall Fresno CCB community can bring to the City of Fresno.
Nathan Perez and Isaac Fonseca, founding partners of Beyond Rooted 559, will continue
their existing philanthropy partnerships with several existing community organizations.
Nathan and Isaac expect that Beyond Rooted 559, through its success, will be able to
increase their individual impacts on the community to reach more of our disadvantaged
youth and community members. Initial volunteer support will focus on holiday outreach in
the form of food delivery to disadvantaged families in the community, with future financial
support partnerships to include such organizations as Habitat for Humanity, Little League
team sponsorships, Fresno County Unified School District annual shoe and sweater
donations, expungement clinic services, or other identified needs.
Annual Food Box and Holiday Gift Program
Commercial Cannabis Business Permit
505/507 N. Fulton Street Beyond Rooted 559 Dispensary
7-2
Project partners have historically and will
continue to contribute goods, time, and services
towards a holiday season food box giveaway
and gift giving program with St. Jude’s Catholic
Church. This holiday season, founders of
Beyond Rooted 559 together with the G7
Coalition and DD559 supported the efforts of
other local businesses who have taken on a
larger management and partnership facilitation
role in community outreach efforts by leveraging
existing business partnerships for donations
and participation to support the program
established by St. Jude’s. Beyond Rooted 559
intends to continue to support this effort and
build on the existing success of the program
with initial donation of time and support, and
future financial donations once economically
feasible with our dispensary profits. With the
collective business and community
relationships of CCB’s in the City, this program
has the potential to serve many more of our in-
need populations.
7.1.1 Outreach Services.
Needles for Joints. Fresno is in the grips of an opioid crisis, and scientific research of the
cannabis plant has definitively shown that cannabinoid products can provide a pathway
toward healing of both illicit opiate use and reliance on prescribed opiates for conditions
such as PTSD, pain management, cancer, and many other serious conditions.
Discussions to fund a program are being developed by other intended local CCB’s, and
Beyond Rooted 559 plans to support a pilot needle exchange by donating either hemp,
cannabis, or hybrid hemp (CBD) and cannabis (THC) joints. The proposed location for
this program is across the street from a methadone clinic, and therefore provides an ideal
test location to identify if this sort of program can make a difference in the neighborhood
as these members of our community are able to use cannabis as a medical treatment for
their addictions, and support long term treatment for underlying ailments, disorders or
disease that led to abuse of opiates.
Beyond Rooted 559 is working with other intended local CCB leaders by actively
conducting outreach to existing service providers, community leaders, and public safety
representatives to find the most effective way to initiate this sort of program, whether there
is an appropriate existing operation that could be expanded to provide the Needles for
Joints location, or if a mobile service facility could be developed in order to ensure all
vulnerable populations are being adequately served.
Commercial Cannabis Business Permit
505/507 N. Fulton Street Beyond Rooted 559 Dispensary
7-3
7.1.2 Incorporating an Environmentally Sustainable Business Model Including
Energy Efficient Buildings and Vehicles.
The remodeled building will be held to current energy standards for commercial buildings
and designed to operate efficiently from an energy standpoint and with attention to
environmental stewardship. These measures will ensure our operation is environmentally
sustainable.
7.1.3 Utilizing Vacant Buildings, Brownfields Land, or Blighted Areas of the City
Beyond Rooted 559 identified the proposed location on the corner of N. Fulton Street and
E. Belmont Avenue specifically for the opportunity it provides to improve a street corner
and increase the vibrancy of the commercial street frontage. By investing in this specific
area, tax revenue from Beyond Rooted 559’s sales can be directly invested in the local
community and/or businesses to help support their success. Beyond Rooted 559 intends
to be a good neighbor to our fellow businesses in the area and seeks to form a strong
sense of community that will take pride in the collective betterment of the environment in
which we work.
7.2. PUBLIC HEALTH OUTREACH AND EDUCATIONAL PROGRAMS
Beyond Rooted 559 understands that the risk for young people using cannabis and other
drugs such as nicotine and alcohol can lead to serious addiction and health issues. We
are committed to increase public health outreach and education on these topics by
partnering with the United Way and Fresno Police Department.
As members of the G7 Coalition, we will work to identify those opportunities that we at
Beyond Rooted 559 can help develop and implement to support our local community.
Beyond Rooted 559 plans to assist existing and planned expansion programs to support
The United Way in reaching households in southeast/downtown neighborhoods by
providing outreach materials combined with a benefit box filled with food and/or other
essential items.
The Beyond Rooted 559 team (staff/partners/volunteers) has committed its people power
to contribute for both the heavy lifting of packing/sorting the boxes (with food, prints,
activity kits, etc.) as well as distribution door to door.
The United Way directly partners with the Fresno Unified School District and can provide
us with knowledge and insight on where to target our efforts as they are able to identify
the highest need households and neighborhoods. We will leverage that knowledge and
insight – including information regarding household composition, the number and age of
any minors and languages spoken – so that the materials can be customized based on
need . Support drives are planned to include additional food box campaigns, school
supplies, backpacks and lunch donations.