Wholesaler Self-Assessments Due Before July 1

• Buy now! California Designated Representative Training Courses

Updated May 23, 2026

Self-Assessment Forms

California State Board of Pharmacy

Has your facility completed a self-assessment form? 

PICs are required to complete a self-assessment before July 1 of each odd-numbered year. 

View the current self-assessment forms and updated self-assessment draft forms. Although licensees are required to complete currently adopted self-assessment forms, either the current or draft forms are acceptable.

Return Home:  The Designated Representative and Exemptee Blog

- - -

For Designated Representative license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training affidavit):

• CA Designated Representative Wholesaler Training - Available around-the-clock 24 x 7
• CA Designated Representative 3PL Training
• CA Designated Representative Reverse Distributor Training  
• The Designated Representative Institute

     Florida:

• Florida Certified Designated Representative - CDR Laws and Rules Examination Prep Course

For HMDR Exemptee license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training completion certificate):

• CA Home Medical Device Retailer (HMDR) Exemptee Training Course
• The Exemptee Institute

Wholesaler Dangerous Drugs & Dangerous Devices Self-Assessment Forms

• California Designated Representative Training Programs. Board-approved. Earns a training affidavit. 3 distinct courses for:  wholesalers; 3PL (third-party logistics providers); reverse distributors. Nearly 6,000 students trained. Largest selection of Board-approved online Designated Representative training courses.

Go to the webpage:
Wholesaler Dangerous Drugs & Dangerous Devices Self-Assessment Forms - California State Board of Pharmacy

According to the Board:

"The assessment shall be performed before July 1 of every odd-numbered year. The self-assessment forms must remain on-site at the facility. Only submit the form to the board if requested by board staff. 

The board is in the process of updating the Self-Assessment forms through a formal rulemaking.  The updates include references to statutory and regulatory changes that occurred between 2014 and 2016.  The last time the forms were formally updated was 2014. 

Current regulation requires a pharmacy or wholesaler to complete the 2014 version of the Self-Assessment form.  Please be advised, however, the board will accept completion of either the 2014 version OR the 2016 version.  The latter version is likely to be a more helpful assessment to the pharmacy or wholesaler completing it."

Return Home:  The Designated Representative and Exemptee Blog

--------------

California Designated Representative Training Program for Wholesalers. Board-approved. Earns a training affidavit accepted by the Board.

For Designated Representative license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training affidavit):

• CA Designated Representative Wholesaler Training - Available around-the-clock 24 x 7
• CA Designated Representative 3PL Training
• CA Designated Representative Reverse Distributor Training - New!
• The Designated Representative Institute

     Florida:

• Florida Certified Designated Representative - CDR Laws and Rules Examination Prep Course

For HMDR Exemptee license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training completion certificate):

• CA Home Medical Device Retailer (HMDR) Exemptee Training Course
• The Exemptee Institute

Self-Assessment Forms Answer Legal Questions (for pharmacy operations in California)

• California Designated Representative Training Course For Wholesalers (approved by the California State Board of Pharmacy)

Self-Assessment Forms Answer Legal Questions - The Script (March 2019)

"In the late 1990s, the Board established requirements for community and hospital pharmacies to complete self-assessment forms. Since then, assessment forms also have been developed for wholesalers and sterile compounding pharmacies. 

The forms provide a compilation of pharmacy law that can be used to assess pharmacy operations for compliance with laws and regulations. This self-evaluation can highlight areas needing improvement and enable corrective actions. 

Self-assessment forms contains references to specific laws. If you have a pharmacy law question, there is good chance it can be answered by checking the self-assessment form."

Source:  Self-Assessment Forms Answer Legal Questions - The Script (March 2019 page 11) - California State Board of Pharmacy

Resources:  Self-Assessment Forms on the California State Board of Pharmacy website

Return Home:  The Designated Representative and Exemptee Blog

------------

California Designated Representative Training Course For Wholesalers (approved by the California State Board of Pharmacy)

For Designated Representative license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training affidavit):

• CA Designated Representative Wholesaler Training - Available around-the-clock 24 x 7
• CA Designated Representative 3PL Training
• CA Designated Representative Reverse Distributor Training - New!
• The Designated Representative Institute

     Florida:

• Florida Certified Designated Representative - CDR Laws and Rules Examination Prep Course

For HMDR Exemptee license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training completion certificate):

• CA Home Medical Device Retailer (HMDR) Exemptee Training Course
• The Exemptee Institute

Wholesaler Self-Assessment by the Designated Representative (California)

• California Designated Representative Training Courses For Wholesalers, 3PL, Reverse Distributors - Approved by the California State Board of Pharmacy

Updated February 4, 2026

Follow this link to the self-assessment forms:

Self-Assessment Forms


- - -  the original post follows below  - - -

Although wholesaler self-assessments are due in odd-numbered years, there are additional circumstances that require additional self-assessments.

CALIFORNIA CODE OF REGULATIONS - DIVISION 17, TITLE 16
1784. Self-Assessment of a Wholesaler by the Designated Representative-in-Charge
(a) The designated representative-in-charge of each wholesaler as defined under section 4160 of the Business and Professions Code shall complete a self-assessment of the wholesaler’s compliance with federal and state pharmacy law. The assessment shall be performed before July 1 of every odd-numbered year. The primary purpose of the self-assessment is to promote compliance through self-examination and education.
 (b) In addition to the self-assessment required in subdivision (a) of this section, the designated representative-in-charge shall complete a self-assessment within 30 days whenever:
(1) A new wholesaler permit is issued, or
(2) There is a change in the designated representative-in-charge. The new designated representative-in-charge of a wholesaler is responsible for compliance with this subdivision.
(3) There is a change in the licensed location of a wholesaler to a new address. ...

This text of Section 1784 has been truncated. Please refer to the Lawbook for the text in its entirety.

Authority cited:
Section 4005, Business and Professions Code. Reference: Sections 4022.5,4043, 4053, 4059, 4120, 4160, 4161, 4201, 4301 and 4305.5, Business and Professions Code.

Source:
2014 LAWBOOK FOR PHARMACY (California Board of Pharmacy) - PDF

You might also be interested in:
CA Board of Pharmacy - Applications & Forms - Wholesaler Self-Assessment (scroll down to this section)

Return Home:  The Designated Representative and Exemptee Blog

----------------

California Designated Representative Training Courses (wholesaler, 3PL, reverse distributor) - Approved by the California State Board of Pharmacy

For Designated Representative license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training affidavit):

• CA Designated Representative Wholesaler Training - Available around-the-clock 24 x 7
• CA Designated Representative 3PL Training
• CA Designated Representative Reverse Distributor Training  
• The Designated Representative Institute

     Florida:

• Florida Certified Designated Representative - CDR Laws and Rules Examination Prep Course

For HMDR Exemptee license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training completion certificate):

• CA Home Medical Device Retailer (HMDR) Exemptee Training Course
• The Exemptee Institute

CA Wholesaler Self-Assessments Due July 1

• California Designated Representative Training Courses (wholesaler, 3PL) - Approved by the California State Board of Pharmacy

California Board of Pharmacy Self-Assessment Forms

Updated November 21, 2025

Use the latest version of the forms posted on the Board's website:

CA Board of Pharmacy - Self-Assessment Forms

---  The post below is outdated --- 

According to a recent CA Board of Pharmacy email notification*, the July 1 deadline for pharmacies and wholesalers to perform their biennial self-assessment is approaching.  In a nutshell, here's what they're saying.

The Board prefers that the draft (updated) forms be used, but they can't require that the newer version be used.

Therefore, you have a choice to use the January 2010 versions of the forms (current regulations), or the draft self-assessment forms (which are not specifically required, and have more up-to-date descriptions of requirements).

California Board of Pharmacy - Applications and Forms - Self-Assessment Forms (scroll down to this section to download the forms)

Return Home:  The Designated Representative and Exemptee Blog

- - -

For Designated Representative license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training affidavit):

• CA Designated Representative Wholesaler Training - Available around-the-clock 24 x 7
• CA Designated Representative 3PL Training
• CA Designated Representative Reverse Distributor Training  
• The Designated Representative Institute

     Florida:

• Florida Certified Designated Representative - CDR Laws and Rules Examination Prep Course

For HMDR Exemptee license applicants  -  Training programs, courses, classes, seminars:

     California (earn a training completion certificate):

• CA Home Medical Device Retailer (HMDR) Exemptee Training Course
• The Exemptee Institute

------

California Designated Representative Training Courses (wholesaler, 3PL) - Approved by the California State Board of Pharmacy

* Source:

Subject: Self Assessment Nearly Due for Pharmacies and Wholesalers
From: Board of Pharmacy
To: PHARM-GENERAL@LISTSERV.DCA.CA.GOV

Sent on 6/14/2011