The Orbitlex Compliance Practice

EPR Compliance Status Check

A structured intake questionnaire that identifies whether your business is likely subject to EPR obligations — and in which states. Takes 2–3 minutes. Results shown instantly on screen.

What You Get from Your Free Status Check:

• ✓ State applicability — which of 7 active EPR states apply based on your reported sales footprint
• ✓ Producer status — whether you're a covered producer under each applicable state's rules (revenue + tonnage thresholds checked)
• ✓ Past-due exposure — flagged states where filing obligations are already overdue
• ✓ Penalty exposure tier — your risk band (low / medium / high) with state-specific statutory maximums per day
• ✓ Recommended next step — personalized path forward (Blueprint for assessment / Managed if obligations clear / Backfill if past-due / Exempt determination)

EPR Compliance Blueprint

One-time diagnostic that maps where you owe — and routes you to the right next step.

A complete, state-by-state breakdown of your EPR obligations, deadlines, and cost exposure — based on where you actually sell. Delivered with defined next actions and state-specific guidance.

Scope and pricing are defined from a few inputs. Detailed data is collected after checkout to complete the analysis.

Designed to give you a clear, structured path to compliance.

Your Blueprint includes:

• ✓ State Coverage Map — which states apply based on your actual sales footprint
• ✓ Filing & Reporting Deadlines — exact timelines for each state, including upcoming reporting dates
• ✓ Compliance Requirements by State — registration, reporting, and PRO obligations per jurisdiction
• ✓ Cost Profile — estimated annual PRO fee structure and where cost concentrates by state and material
• ✓ Data-quality verdict & routing — classifies your packaging data as Structured, Partial, Fragmented, or Reconstruction Required, and routes you to the right next step
• ✓ Risk Flags — where non-compliance exposure exists today and what triggers enforcement
• ✓ Eco-Modulation Pointer — flags whether eco-mod opportunities likely exist; the per-component analysis runs as part of the Packaging Data Audit and is quantified in the optional Eco-Modulation Report
• ✓ Action Plan — what to do next, in order of urgency

Packaging Data Audit

A one-time, fixed-scope service that builds your reporting-ready packaging inventory at the component level — material, weight, and EPR/CAA classification per state — so Managed compliance and ongoing reporting run on clean data.

Your Packaging Data Audit includes:

• ✓ Per-component inventory — material and weight for every covered packaging component
• ✓ State classification — every component mapped to each obligated state's EPR/CAA material categories
• ✓ SKU → packaging-type mapping — which SKU uses which packaging configuration
• ✓ Data-gap / exception report — flagged items requiring teardown, lab, or supplier input
• ✓ Eco-modulation flags — per-component flags of likely fee-reduction qualification; quantified in the optional Eco-Modulation Report
• ✓ Reporting-Ready Dataset — your filing-ready record, used by Managed EPR Compliance for filings thereafter

Most brands entering multi-state EPR reporting need at least partial packaging-data normalization before filings can be completed reliably.

No usable data for some SKUs? Packaging Data Reconstruction (custom-quoted) rebuilds them. Read perspective →

Managed EPR Compliance

Subscription-based, multi-year EPR compliance program across all active EPR states. A dedicated Orbitlex compliance manager coordinates directly with state agencies and PROs on your behalf — tracking deadlines, managing filings, and keeping your program current as regulations expand.

What's included:

• ✓ We complete all required Year 1 registrations — CAA, state portal setup, and first reporting cycle
• ✓We register as your designated Primary Consultant in the CAA Producer Portal during onboarding — CAA correspondence reaches us directly, so nothing waits in your inbox. Legally binding agreements and invoices stay addressed to you, as CAA requires.
• ✓ All active EPR states covered — no per-state add-on
• ✓ Dedicated compliance manager + deadline tracking
• ✓ Tactical eco-modulation support (opportunity flagging + filings reflection)
• ✓ Past-due backfill included — one cycle, or one per Term year with full-Term prepayment (cycle = all states × 1 reporting year)
• ✓ CA: ISR Plan (CAA Workbook + delivered draft + recurring updates) + Annual Source Reduction Report
• ✓ Coverage automatically extends as new EPR states go live
• ✓ Quarterly regulatory update + 12-month roadmap

Backfill Remediation

For producers with overdue filings. Closes past-due reports state-by-state, positions you for voluntary disclosure and penalty mitigation. Included as part of Managed EPR Compliance — one past-due cycle covered (cycle = one reporting year across all obligated states). Prepay the full Term and the inclusion matches the Term length: 2-year Term = 2 cycles, 3-year Term = 3.

• ✓ Past-due obligation scoping by state and reporting cycle
• ✓ Late filing coordination per past-due report
• ✓ Voluntary disclosure support where applicable
• ✓ Penalty mitigation documentation

Backfill closes overdue filings but does not void enforcement exposure that may have already accrued. Past-due years with a changed catalog may need a Packaging Data Reconstruction add-on.

Eco-Modulation Opportunity Report

EPR fee structures in most states include eco-modulation — fees are adjusted based on the environmental profile of your packaging. Brands using recyclable materials, recycled content, reusable formats, or source-reduced packaging — among other qualifying characteristics — pay lower annual PRO fees.

What the Strategic Report adds:

• ✓ Full packaging profile reviewed against state eco-modulation criteria
• ✓ Identification of qualifying characteristics: recyclability (on-list), recycled (PCR) content, reuse/refill, source reduction, compostability, reduced substances of concern
• ✓ Flagging of disqualifying factors: materials off the recyclable list, formats that disrupt recycling of other streams
• ✓ Quantified annual PRO fee savings across active states + redesign scenarios
• ✓ Documentation for PRO submission and internal review

Multi-Brand Compliance Management

For Amazon aggregators, DTC agencies, 3PLs, and multi-entity business structures. Every obligated legal entity in your portfolio runs under one unified Orbitlex compliance account — a single compliance manager coordinating filings, deadlines, and regulatory updates across all of them.Brands do not multiply the price: several brands supplied by one obligated legal entity are a single subscription, and the portfolio discount counts entities because that is what each program registers.

• ✓ Each obligated legal entity managed independently across all required states
• ✓ Consolidated compliance calendar across the full portfolio
• ✓ Single point of contact across every entity and state
• ✓ Shared onboarding and compliance coordination across the portfolio

Small Producer Exemption

Below a state's threshold is a position, not a formality. California has to be applied for; the other states have no filing to make but a position you must be able to evidence — and it is re-tested every year. We establish it, prepare the California application, and keep the file current. This sits outside the four-stage Method, for producers who fall below the thresholds.