Licensing Procedures and Policies


There are two types of licenses: one for Nonprofit and Public Agencies and one for Private and Public Companies. All licenses are for 3 years. All licenses permit use of all SMRC Programs only if you have trained Leaders to facilitate workshops.

Nonprofit Organizations
and Public Agencies

All nonprofit organizations and public agencies, small or large, that will be offering workshops or Leader training for any of the SMRC Programs must have a license. The following applies to nonprofit organizations and public agencies that want to offer workshops or training for any of the Self-Management Programs from SMRC. If your organization is a hybrid, a combination of non-profit and private, you must contact SMRC prior to entering into a license agreement.

Types of Licenses Offered for Nonprofits and Public Agencies

  1. Single agency licenses permit use of all SMRC programs for which you have trained Leaders to give workshops, for which you will be responsible for training, supervising all workshops, supervising all workshop Leaders and Master Trainers and be the only organizationto operate under the license.  However, you may deliver workshops at various sites.
  2. Umbrella licenses permit your agency to deliver any SMRC workshops or training at various sites, but only if your agency is legally responsible for use, fidelity, compliance, reporting and liability for use of the content under the terms of your license. All covered agencies must be named on the license and agencies added or deleted after the issue of the license must be reported to SMRC.

Fee Structure for Single-Agency Nonprofit and Public Agencies

  1. $500*  license, which provides for 2 Leader trainings and 20 workshops OR
  2. $1,500*  license, which provides for 3 Leader trainings and 60 workshops. 

If you need to purchase additional workshops, you may do so at the prevailing rate, which is $25 per workshop.  

If you need to purchase additional Leader trainings, you may do so at the prevailing rate, which is either:

  1. $200 per Leader Training if you do not accept any paying participants, OR
  2. $400 per Leader Training if you accept any paying participants. 

The pricing quoted above only applies if you take your license online via the website and sign the license agreement as is.  If you require any modification, negotiation or customization, there will be a handling fee between $250 and $1000 in addition to the license fee above.  For more information, contact licensing@selfmanagementresource.com

How to Upgrade a Single-Agency License

Fee Structure for Umbrella License - Nonprofit and Public Agencies 

If your agency would like to include multiple agencies under an umbrella license, and be legally responsible for use, fidelity, compliance, reporting and liability for use of the content under the terms of your license, you may choose from the followinig: 

  1. $8,000 license fee, which includes 3 Leader trainings and 400 workshops, OR
  2. $12,000 license fee, which includes 3 Leader trainings and 600 workshops

If you need to purchase additional workshops, you may do so at the prevailing rate, which is $25 per workshop

If you need to purchase additional Leader trainings, you may do so at the prevailing rate:

  • $200 per Leader Training if you do not accept any paying participants, OR
  • $400 per Leader Training if you accept any paying participants.

All covered agencies must be named on the license and agencies added or deleted after the issue of the license must be reported to SMRC.

If you are interested in an umbrella license, contact Nieves at licensing@selfmanagementresource.com

 

Download a Sample License Application 

Download a Sample Single Agency License

We strongly urge you to download and read the Administrative Manual and the Fidelity Manual, especially if you are new to our programs.

Private and Public Companies

All companies, small or large, that will be offering workshops or Leader training for any of the SMRC Programs must have a license.  ​The following applies to private and public companies that want to offer or sponsor workshops or training for any of the SMRC Self-Management Programs. “Company” is defined as any entity formed for profit (corporation, LLC, LLP, sole proprietorship, etc). These licenses are for a single company; there are no umbrella licenses for companies. If your company is a hybrid, a combination of nonprofit and private, you must contact SMRC prior to entering into a license agreement.

For this license, you may deliver workshops or Leader training at various sites.  However, your organization must:

  1. be responsible for the training, and
  2. supervise all workshops, and
  3. supervise all workshop Leaders and Master Trainers, and be the only organization that can operate under this license.

Fee Structure for Private and Public Companies

To discuss a license for Private and Public Companies, contact Nieves at licensing@selfmanagementresource.com, or phone 1-650-242-8040 Ext 406.

 

Licensing Policies

  1. The term of the licenses is 3 years.
  2. An annual report is required each year from any licensed organization.  To complete the annual report, log in using the Portal Login button in the upper right corner of the screen.
  3. Whether you are receiving training from SMRC Trainers or non-SMRC Trainers, your organization must first obtain a license.
  4. If your organization is receiving training from a non-SMRC Master Trainer or T-Trainer, you must obtain your license from SMRC prior to the training.
  5. All master trainings must be registered with SMRC and a training payment is required.  This includes training given at your own organization with your own trainers.  Contact training@selfmanagementresource.com to register your master training.
  6. It is the responsibility of the T-Trainers who conduct a Master Training to:
    • Inform the organization(s) being trained of the need to obtain a license from SMRC prior to the training.
    • Inform SMRC of the organization(s) needing the license.
    • Inform the organization that the Master Training must be registered with SMRC before the training is offered.
    • Contact training@selfmanagementresource.com to notify SMRC.
  7. These conditions apply regardless of whether the training is for their own organization or another.
  8. If these responsibilities are not carried out, then the Master Trainers or T-Trainers will be responsible for all licensing and training fees. They may also lose their certification to continue in the role of Master Trainer or T-Trainer.

Download a summary of the 2018 License Structure

We strongly urge you to download and read the Administrative Manual and the Fidelity Manual, especially if you are new to our programs.

Download a license renewal application

Questions? Contact Nieves at licensing@selfmanagementresource.com

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