Licensing Procedures and Policies


The Self-Management Resource Center is the sole provider of licenses for SMRC programs.  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.

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Issue a new License

To create a new license we need to know some information about you and your sponsoring organization

Apply now

Nonprofit Organizations and Public Agencies

Purchase a license 

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. $550*  license, which provides for 2 Leader trainings and 20 workshops OR
  2. $1,650*  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 $28 per workshop.

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

  1. $220 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 you are interested in an umbrella license, contact Nieves at licensing@selfmanagementresource.com

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 following:

  1. $9,000 license fee, which includes 3 Leader trainings and 400 workshops, OR
  2. $13,500 license fee, which includes 4 Leader trainings and 600 workshops

If you need to purchase additional workshops, you may do so at the prevailing rate, which is $28 per workshop

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

  • $220 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.

 

Private and Public Companies

Purchase a license

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 Member portal login link 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, you must obtain your license from SMRC prior to the training.
  5. These conditions apply regardless of whether the training is for their own organization or another.
  6. All Master Trainer trainings are conducted by SMRC at this time, either online or in-person (in-person suspended at this time).
  7. If these responsibilities are not carried out, then the Master Trainers will be responsible for all licensing and training fees. They may also lose their certification to continue in the role of Master Trainer.

Download a summary of the License Structure   (Updated March 1 2022)

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 Sample Single Agency License

Questions? Contact Nieves at licensing@selfmanagementresource.com

edit_note

Issue a new License

To create a new license we need to know some information about you and your sponsoring organization

Apply now

Complete the License application fields

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Organizations search tips

Click on the "Sponsoring LICENSED organizations legal name" field and find your organization in the dropdown loaded.

When the dropdown is opened you can type some letters in your keyboard to filter the list by organization name.

If you cannot find your organization legal name keep the field empty and follow the instructions or send a message to the admininstrators staff.

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