Below is a list of the materials and documents required to apply for an Equity Grant.  Make sure you collect all materials before you start the online application.  Click on each document name to view and download a sample of the required document.

Click here to download a document checklist in PDF format >

Click here to download a complete Grant Program Overview, including application requirements by funding tier, in PDF format >

PREREQUISITE SAMPLE DOCUMENTATION

(Click the words in color, or links, for a sample)

ASSESSMENT SAMPLE DOCUMENTATION

TIER 1 SAMPLE DOCUMENTATION

TIER 2 SAMPLE DOCUMENTATION

TIER 3 SAMPLE DOCUMENTATION

  • Temporary, provisional or annual state cannabis license
  • Insurance with policy endorsement showing the the City of Oakland, its council members, directors, officers, agents, employees and volunteers listed as an additional insured (general liability and auto insurance are required; worker’s compensation is required if the business has employees).      Click here for Insurance Requirements
  • Evidence of compliance with Oakland’s Minimum Wage Ordinance, such as hourly payroll report or employee manual.
  • If Applicant has employees, upload paycheck stub and required quarterly payroll reports that demonstrates the company is in compliance with Employment Development Department regulations (i.e. payroll tax, unemployment insurance, state disability insurance, etc.)
    • Sample paycheck stub
    • Sample payroll report
  • Evidence of a bookkeeping system such as register with information and/or financial report from QuickBooks, Mint, Zero, Sage (or equivalent accounting system), or spreadsheet from Google Docs or Excel.

TIER 4 SAMPLE DOCUMENTATION

  • (i) Copy of completed and signed inspection card NOTE: for cultivators and manufacturers at multi-tenant cannabis properties, EBMUD signature is not required, but all other signatures are required on the inspection card; OR
  • (ii) Copy of invoices (including Scope of Work)  for costs associated with bringing the Applicant’s cannabis facility into compliance with building & fire code requirements in order to obtain a completed inspection card
  • (iii) Operating Agreement showing that business is 100% owned by individuals satisfying the City of Oakland equity criteria or third-party loan or investment equal to the City of Oakland amount as shown in the “Tier Match Form

      TIER 5 SAMPLE DOCUMENTATION

      • (i) Copy of completed and signed inspection card; NOTE:  for cultivators and manufacturers at multi-tenant cannabis properties, EBMUD signature is not required, but all other signatures are required on the inspection card
      • (ii) Operating Agreement showing that business is 100% owned by individuals satisfying the City of Oakland equity criteria or third-party loan or investment equal to the City of Oakland amount as shown in the “Tier Match Form