Friday, March 27, 2020

March 2020 Newsletter #2

This Issue:
Pandemic Protective Masks
My Latest OST Article
Planning for After the Pandemic

Dr. Rima: We Have Bulk Protective Masks

Everyone is worried about COVID-19 and every company is impacted by it. And we all want to help.  Dr. Rima has sourced bulk amounts of protective masks.  If you know institutional buyers, now is the time to let them know.

Here is the link:

The web page includes a product brochure with full details.

And this link to my earlier March newsletter with an important article about Emergency SOP with Working Remotely provision:

My latest article on Open Source Truth:


While you are working from home it's time to plan your post-pandemic come-back.  It may help your planning if you consider your dietary supplement consumer's expressed interests.

2019 Worldwide supplement survey highlights key consumer trends - 25-Mar-2020 By Danielle Masterson

Glanbia Nutritionals surveyed users from across the globe to better understand consumer motive, usage, and knowledge gaps. US, UK and China consumers who used vitamins regularly.

US users listed top reasons to purchase:

55% - General Health
37% - Heart Health
32% - Healthy Aging
23% - Mental Health

In the 18 - 34 age demographic brain/cognitive health a top concern; 55 - 70 group: healthy aging and sleep support

Top vitamins used worldwide: C, D and Calcium; Q10, K2, choline and biotin had high consumer interest

Now that's some food for thought... or thoughts about nutrient foods. You get it.  Plan from data.

Friday, March 13, 2020

March 2020 Pandemic Newsletter



Everyone is worried about COVID-19 and every company is impacted by it.

I have updated my Standard Operating Procedures (SOP) format to add Working Remotely to SOP #13, Emergency Planning.

My regular retainer clients are receiving a copy of the revised SOP and those retainer companies that are part of my OPS for SOPs -- my on-line facility for Systems Processing Integration -- -- are having their SOPs automatically updated by me.

Remember the OPS (Operating Procedures System) is a password-protected online page which houses copies of your SOPs and other primary regulatory documentation... just what you need during an emergency!

If you want a copy of SOP #13, the cost is just $99 -- email me and I'll send you a PayPal money request.

But during this emergency, I want everyone to have the information they need to protect their company.  So here is the new section of SOP #13, so you can get ready for remote working if you find your company under lock-down.

[2] Working Remotely - It may be necessary for some or all staff to work remotely during an emergency.  In advance of such contingency the Emergency Manager should:
  1. Establish an Online Communication System, such as (1) Skype or Zoom, instructing all staff to have access to the system via cell phone and home computer; (2) a Conference Call Bridge number should also be established and (3) a Push Notice System can be established to text group messages to staff member cell phones.
  2. Designate staff members who are essential to operations and who should, if possible, work from the facility.
  3. Designate staff members who can continue their work remotely.
  4. Designate times and circumstances where staff members should call the Conference Call Bridge for instructions or text instructions to staff members’ cell phones.
I also included one additional duty to the general duties of your Emergency Manager (Section 1 of the SOP):  "Maintain a list of staff members and their cell phones for text messaging and conference calling; this list should be maintained on a password-protected Internet Page which is part of the Company online OPS."

Please let me know how I can help your company during this emergency.

Dr. Laibow and I are maintaining a COVID information aggregation site here:

We are planning a COVID Emergency Health Summit; more information here:

Friday, February 14, 2020

Cost Segregation and Your Business

The Vitamin Consultancy eLetter
February Texas Trip, Cost Segregation
Systems Processing Integration
View this email in your browser


My February Trip to Texas is NOT going ahead as planned. Instead, COVID-19 permitting, I'll be in the Lone Star State from 5 May through 9 May 2020 -- traveling from Dallas through Austin to Houston where I am the featured speaker at The Woodlands Lunch Forum on Friday, May 8th.  More about that event here: -- if you are going to be in the area, I'd love to see you!
Do you want to save money on your business Income Taxes? 


Our Financial Services can help you accelerate your real estate depreciation through an engineered Cost Segregation (Cost
Seg) Study allowing you to expense 10% to 50% of the cost of your building in the FIRST YEAR

The TAX saving is guaranteed by Urb Financials to be ten times the cost of the study! 
What is Cost Seg?  CLICK HERE

How does Cost Seg benefit you?  CLICK HERE
What is the IRS’ position on Cost Seg?  CLICK HERE 

"Some taxpayers are reluctant to use cost segregation, equating it with a high-risk tax shelter. In truth, this reluctance is misplaced. If the cost of the components in the engineering report is well- documented, the cost segregation technique is no more aggressive than using a permissible depreciation method under the Internal Revenue Code." Journal of Accountancy
Advanced Strategies and FAQs? CLICK HERE 


Once completed, please return Estimate Application Formn to GET at and typically within ten business days of receipt of your completed form, we will provide you with a FREE Preliminary Analysis containing the estimate of the income tax benefits and projected cost of a Cost Segregation Study.
My experience will strengthen your company!  I provide private and confidential, competent electronic professional consulting to my Dietary Supplement and advanced healthcare ("CAM") modality clients, for the purpose of compliance with International, State and Federal (including FTC and FDA) standards for communicating about dietary supplements (including medical foods) and/or providing health care services and information. You should consider my SOP / cGMP Certification Course, allowing start-up and established vitamin companies and practitioners who own their own private labeled products to meet FDA procedural regulations.

Wednesday, January 29, 2020

Announcing: SPI Associates


January 2020 Second Issue:

The Vitamin Consultancy


Systems Processing Integration
Meeting FDA/FTC Natural Product
Regulatory Requirements

Systems Processing Integration Associates is a project of The Vitamin Consultancy.  It includes Ralph Fucetola JD, Robert Goodman, PhD and other professionally qualified associates who collaborate to meet natural product company Operating Procedure System needs.

The dietary supplement, natural remedy, natural personal care markets are exceeding one hundred billion dollars annually, in the USA alone. [1] As the market has grown the original natural product pioneers are being succeeded by entrepreneurs and managers who are committed to protecting their companies’ Intellectual Property by organizing their processing systems in conformity with regulatory requirements.

At the same time the Food and Drug Administration (FDA) and the Federal Trade Commission (FTC) are ratcheting-up enforcement and regulations.  Although Congress told the FDA, when the Dietary Supplement Health and Education Act (DSHA) was adopted in 1994, that dietary supplement regulations should be like food regulations, the agency has consistently pushed for regulations that are much more like the highly restrictive requirements that apply to drug companies.

FDA says that if your company owns the Label, as the Label Owner, your company must be “in a state of control” over the entire process of producing, storing, shipping and customer service.  You can contract out each of these steps, but you must remain in control of them, by having carefully constructed Standard Operating Procedures (SOPs), by training your staff in operating the company under formal SOPs, and by being able to prove that your staff has been so trained.

With recent FDA inspection emphasis on Quality Control (requiring a Quality Control Manager), Preventive Controls Qualified Individual (requiring a certified PCQI manager to sign-off on all new product runs) and renewed interest in seeing your company’s Specifications and Product Testing records, making sense of your process controls and organizing your systems, what I call Systems Processing Integration, must take a top priority to effectively manage your business.

Our goal is to bring my half century of experience in the natural products industry, and that of my associates, to bear on the question of integrating and coordinating the various systems that you need in place to control your business, minimize control expenses, and enhance your capacity to compete in a tough market.

We do this by integrating several services that support your business structure.

[1] Standard Operating Procedures.  This document tracks FDA concerns and includes 43 pages of procedures, formats and forms.  Included:

            1.  Introduction / Index
            2.  Refund, Delivery & Returns Policies
            3.  Standard Disclaimers; Site Use Statement
            4.  Standard Waivers
            5.  Email Privacy Policy
            6.  Document Retention Policy
            7.  Quality Control / Claims / Complaints / Food Safety
            8.  Contract Manufacturer Agreement
            9.  Password and Internet/Program Access Controls
            10.  Order Processing Procedure
            11.  Bookkeeping and Account Management
            12.  Order Record and Retrieval; AER Reporting
            13.  Emergency Planning and Crisis Management
            14. Payment Card Industry Data Security System
            15. Private Labeling / Labels
            16. Receiving, Handling, Shipping & Storage
            17. Recalls
            18. Complaint Form
            19. Change Controls / New SOPs
            20. CAPA
            21. OPS (Operations Procedure System) / CCDS
            22. New Employee Qualification and Training
            23. Official Inspections: Procedures
            24. New Product Development; Product Retirement
            25. Labeling and Packaging Specifications


Site Use Statement
Complaint Form
Contract Terms
Social Media Schedule
Program Access
Safety Contract
Food Safety Plan
Label & Packaging Specifications

Within the structure of the SOPs are provisions for the Food Safety Plan, an increasing concern of Federal Regulators.

The staff positions contemplated by recent FDA inspections include:

Quality Control Manager (QCM)
Preventive Controls Qualified Individual (PCQI)
Emergency Manager (EM)
SOP & CCDS Manager
Customer Service Manager
Warehouse Manager

[2] Webinar Training Program.  With two dozen webinars, we cover a range of training necessary to implement an integrated processing system.  The SOP training webinars cover the documents and the records which companies are required to keep.

Current webinars include:

CAM Cautions
Cosmetic Safety Dossier Introduction
DS & Medical Foods for Physicians
Food Safety Plan - PCQI Training
Health Claims
Lawful Copy Writing
Minister CAM Practices
NGO Formation
Quality Control
Record Keeping for GMPs
Second Opinion Wellness Coaching
SOP1: Introduction
SOP2: Section 1
SOP3: Section 2
SOP4: Conclusion
SOPs Certification Test
SOPs Certification Test for HCPs
SOPs for Health Care Practitioners
STS: Specifications, Tests, Samples

Successful completion of training programs results in issuance of Certificates of Completion.

[3] Third Party Certifications and Dossiers.  Federal and State Regulators have a number of other regulatory concerns, some of which can be met through the services of third party certifiers which we coordinate.  These include:

  1. Proposition 65 Safety Dossiers.

    California increased its “Prop 65” program requiring stricter warnings for potentially toxic or cancer-causing substances in the marketplace.  New York and New Jersey have just adopted similar regulations.  The regulation allows companies to rely upon third party safety research and certifications.
  2. Cosmetic Product Safety Dossiers (for both USA and EU regulations).

    In the USA cosmetic labels must carry a “not safety tested” warning unless the product was safety tested or a qualified third party certifies that the ingredients are safe. The EU has a similar requirement.
  3. Safety Data Sheets.

    While not yet formally required by FDA, Amazon now wants to see a formal Safety Data Sheet for many personal use products.  Third Party Certified data sheets meet the requirement.

[4] Systems Processing Integration.

Bringing all the above data together, in one protected online location, ready for the inevitable FDA inspection, is the goal of Systems Processing Integration.

Your private, password-protected SPI site includes copies of:

CCDS (Company Core Data Sheet) for each product
FDA-required Structure and Function Claim Post-Market Notices
Commonly-used SOP forms
Safety Dossiers
Mission Statement and Branding Dossier
Food Safety Plan
FDA Food Facility Registration
Key Manager Certifications (QCM, PCQI, etc.)

SPI Associates, in cooperation with The Vitamin Consultancy, oversees and maintains your SPI site and its contents.  There is a modest set-up fee and an annual or monthly maintenance fee.

Contact: for further information and fees.


An allied service which can further support product claim substantiation is the Institute for Health Research's IRB service.

A clinical trial is the best evidence supporting claims, but the trial must start with a formal Protocol that meets IRB (Institutional Review Board) Informed Consent standards, or the results may not be eligible for publication and may be rejected as substantiation.

Dr. Goodman and I provide, through the Institute, assistance in preparing a Protocol which will comply with IRB standards, designing the trial with the Principle Investigator (PI).

Unless you ask the right questions at the start the clinical trial will most likely not provide the data you need for legal substantiation.  For more about the IRB services go to and search the IRB drop-down tab.

SPI Associates -- Providing Specialist Support to Your Organization and its Integrated Standard Operating Procedures [SOPs], Operating Procedures Systems [OPS], Mission and Branding Policies.

We develop and maintain a private, password protected, OPS for SOPs web site for your Company.  Just when you need access to your documentation the most urgently [for example, during a storm or a surprise FDA inspection] you will be very happy your Company worked with Systems Processing Integration to establish your Private Site. When you need your regulatory compliance documentation available it will probably be too late to benefit from this program. Act now. Contact us here:  CONTACT

My experience will strengthen your company!  I provide private and confidential, competent electronic professional consulting to my Dietary Supplement and advanced healthcare ("CAM") modality clients, for the purpose of compliance with International, State and Federal (including FTC and FDA) standards for communicating about the advertising and sale of dietary supplements (including medical foods) and/or providing of health care services and information. You should consider my SOP / cGMP Certification Course, allowing start-up and established vitamin companies and practitioners who own their own private labeled products to meet with new FDA procedural regulations.

Thursday, January 23, 2020

January 2020 -- Useful Links for the New Year

January 2020 Newsletter

New Year Ideas for
You and Your Business

Is this the Year YOU will Get Organized?
Prop 65 / Cosmetic / Amazon Safety Dossier

New York now has its own Prop 65 Law
And New Jersey is about to follow.

Food Facilities Registration:

FDA Search Databases:

Medical Device Search:

"Many organizations that manufacture devices and products for distribution and use in the United States are required to register with the U.S. Food and Drug Administration on an annual basis. Some of this registration information is available to the public – but not all. For example, although food manufacturers are required to register with the FDA, the public is not entitled to their registration information." --
Cost Segregation -- COST SEG
Can Save Your Company Taxes
You don't want to pay more taxes
than you have to... right?
Winning Business Solutions can help you accelerate your real estate depreciation through an engineered Cost Segregation Study allowing you to expense 10% to 50% of the cost of your building in the FIRST YEAR! 

The tax savings is guaranteed to be ten times the cost of the study! 

What is Cost Segregation? 

Currently, the IRS sees your building as one entity, depreciated using straight line depreciation over 27.5 or 39 years, or, in our analogy, a Big Mac. After an engineered Cost Segregation Study, the IRS will see the components of your building, e.g., decorative lighting or outdoor landscaping, much like we view a Big Mac as two all-beef patties, special sauce, lettuce, cheese, pickles, onions on a sesame seed bun.

An engineered Cost Segregation Study allows some components to be moved into 5, 7 or 15-year property depreciation categories – lettuce might be in the 5-year category and the sesame seed bun might be in the 15-year category, just like decorative lighting is 5-year property and landscaping is 15-year property with an engineered Cost Segregation Study.

Under the new tax bill, 5-year property, typically where the bulk of the reclassified components go, can be entirely expensed in the first year!

Which means, depending on the type of building, 10% to 50% of your building can now be written off in the first year!
How do you start your Cost Seg benefits?
Go to

Complete the Contact Form

USDA Approves First State and Tribal Hemp Production Plans
Nicholas Saraceno | January 2, 2020

The U.S. Department of Agriculture (USDA) has approved the first set of plans submitted by states and Indian tribes for the domestic production of hemp under the U.S. Domestic Hemp Production Program. The plans were submitted by the states of Louisiana, New Jersey and Ohio, and the Flandreau Santee Sioux, Santa Rosa Cahuilla, and La Jolla Band of LuiseƱo Indian Tribes.

The Agriculture Improvement Act of 2018 (2018 Farm Bill) directed USDA to develop a regulatory oversight program for hemp and include provisions for USDA to approve hemp production plans submitted by states and Indian tribes. Accordingly, on Oct.31, 2019, USDA issued an interim final rule establishing the U.S. Domestic Hemp Production Program and the provisions for USDA to approve submitted plans. State and tribal plans provide details on practices and procedures that enable hemp producers in their jurisdictions to operate according to their individual plans and in compliance with federal laws.

To produce hemp, growers must be licensed or authorized under a state, tribe or USDA production program. The program a grower is licensed under depends on the location of the hemp growing facility. If a state or tribe has an approved plan or is in the process of developing a plan, growers must apply and be licensed or authorized under its hemp program. If a state or tribe does not have a plan and does not intend to have a plan, growers can apply for a license from USDA.


Congress Punts on Regulating CBD in Year-End Spending Bill
Nicholas Saraceno | January 2, 2020

On Dec. 16, Congress punted on legislation to regulate the growing CBD industry and set a safe level of daily consumption. The conference report directs funding for research, policy evaluation, market surveillance and enforcement discretion related to CBD and hemp. Unlike legislation, the conference report does not have the force of law.

The Natural Products Association (NPA) supports legislation introduced by Congressman Jerry McNerney (D-CA) that would appropriate $100,000 for the FDA (U.S. Food and Drug Administration) to perform a Health Hazard Evaluation (HHE) and set a safe level of CBD for consumers to use each day. The legislation passed the House of Representatives in June of this year and follows the same precedent as red yeast rice, which allows a natural product to contain a level of a drug ingredient that the FDA has determined to be safe.

“While providing funding for testing is a positive first step, unfortunately, today’s action falls short of what is needed to protect consumers. The future of the U.S. hemp industry and the farmers and producers who provide it are directly tied to smart regulations for CBD, which includes FDA establishing a safe level of consumption so consumers are protected,” said Daniel Fabricant, PhD, president and CEO of NPA. “We are concerned that if Congress fails to act next year then we could see another vaping-like public health crisis. While we are proud to be the only association to work on real legislation to regulate the CBD market, we are disappointed that Congress ultimately decided not to act. We appreciate the leadership of Congressman McNerney and look forward to working next year on a way to ensure consumers are protected.”

For more information, visit

Monday, December 16, 2019

Marketing During the Trump Boom


December 2019 Newsletter

Natural Product companies marketing regulated products during the Trump Boom require focus on your Brand and your Systems Integration.

The stock-market is reaching extraordinary heights (maybe even moving from Boom to Bubble... to the inevitable Bust?)  while Trump Tariffs are about to double the cost of products such as wines made in the EU. New trade deals, while not Free Trade, at least offer the promise of more trade. The economy, bolstered by low interest rates and by the regulatory reforms which are unleashing the spirit of enterprise, continues to grow.

So how do regulated Natural  Product Companies prepare themselves for the coming year's continuing boom?

One important step is to be aware of the trends in regulation.  I've analysed the FDA's Warning Letters for 2019 and summarized them in a previous newsletter.  You can review that here: -- FDA, like all bureaucracies, acts in waves of interest and disinterest.  This past year both warning letters and comments during inspections suggest the written Specifications are a key to the agency's actions.  I've prepared a webinar about Specifications.  If you haven't seen it, I'll provide it to you at super discount.  For just $50 -- email me at with Specifications in the subject line.

Really benefiting from the Trump Boom requires going beyond being aware of regulation to being proactive in marketing.
I strongly recommend using the holiday season "down time" to prepare for the coming year by taking two powerful steps:  

1.  GET YOUR BRAND IN ORDER!  Your Brand is an asset!  It is your chief Intellectual Property.  A proper Company Branding Profile adds value to your company. Let me work with you to secure this asset.


How do you do these essential tasks?  You contact me at 

Happy New Year!


Tuesday, November 5, 2019

Vitamin Consultancy Services - Discounted



Vitamin Consultancy Services - 2019
Some of These Services are with Third Parties


A. New Product Development Checklist

B. DSHEA, Medical Food and Cosmetic Labels Review

C. Sales Copy Review

D. GMP (Good Manufacturing Procedures) Manufacturer Audit

E. Standard Operating Procedures (SOPs) & Forms

   (1) - SOP Format (41 Pages)
   (2) - Specifications for Master Manufacturing Record Checklist
   (3) - Food Safety Plan Format
   (4) - Site Use Statement Format
   (5) - Waivers (Testimonial, Model, Clinical Trial)
   (6) - Complaint Form
   (7) - CCDS (Company Core Data Sheet) Form
   (8) - Manufacturer Contract Terms
   (9) - Standard Quality Control Contract, Manufacturer

2. [with Robert Goodman, PhD]

A. Safety Data Sheet (SDS) Dossier
B. Cosmetic Safety Dossier
C. California Prop 65 Safety Dossier


A. Operating Procedures Systems (OPS) -- SOP Documentation Private Website
B. Mission and Branding Dossier

Institute for Health Research [with Robert Goodman, PhD]

A. Institutional Review Board (IRB) Services for Clinical Trials
B. Protocol Development for Clinical and Research Studies, and Clinical Trials


A. SOP Certifications
B. GMP Certifications
C. PCQI (Preventive Controls Qualified Individual) Certifications
D. The Vitamin Consultancy Webinars
   -- CAM Cautions
   -- Cosmetic Safety Dossier Introduction
   -- DS & Medical Foods for Physicians
   -- Food Safety Plan - PCQI Training
   -- Health Claims
   -- Lawful Copy Writing
   -- Minister CAM Practices
   -- NGO Formation
   -- OPS 4 SOPs
   -- Quality Control
   -- Record Keeping for GMPs
   -- Second Opinion Wellness Coaching
   -- SOP1: Introduction
   -- SOP2: Section 1
   -- SOP3: Section 2
   -- SOP4: Conclusion
   -- SOPs Certification Test
   -- SOPs Certification Test for HCPs
   -- SOPs for Health Care Practitioners
   -- STS: Specifications, Tests, Samples
   -- Terms of Use
   -- Testamonials
   -- Therapy is Not Treatment

Until the End of 2019

The Vitamin Consultancy Archive Link