{ "dataset": { "name": "Packaging EPR rules dataset", "snapshot": "2026-10-04", "publisher": "Hundred Dollar Labs", "url": "https://eprhelp.com/data.html", "sample": "Free sample: Oregon only. The full dataset has all 7 states with enacted packaging EPR laws, the CAA record and the not-enacted list.", "licence": { "Who it covers": "One organization: the company that buys it, and its employees and contractors working for it.", "What you may do": "Use the data inside your organization, and in your own products and services, including ones you sell: a compliance tool, a calculator, a report for a client, an internal dashboard.", "What you may not do": "Resell, sublicense, share or republish the raw dataset, or a large part of it, as a dataset: no reposting the files, and no download, feed or API whose main purpose is to hand out the data.", "Where the facts come from": "Public state agency pages, forms, laws and rules, and producer responsibility organization documents (such as Circular Action Alliance policies). Each value links to its source. You are paying for our compilation: the selection, structure, notes and checking.", "No warranty": "Laws, fees and forms change, and we may have made mistakes. The data is provided as is, without warranty of any kind. Check the source before you rely on a value. Our total liability is limited to the price you paid.", "Not legal advice": "This is general information from public sources, not legal advice.", "12 months of updates": "For 12 months after purchase, your download link always serves the latest snapshot (up to 20 downloads in all). We re-check the data at least before each major renewal season. After 12 months the download link stops working, so keep your copy; a newer snapshot is a new purchase." } }, "meta": { "title": "US packaging EPR rules for small consumer brands", "as_of": "2026-10-04", "schema_note": "One key per state (two-letter code). Thresholds use 'comparison: less than' meaning a producer BELOW the number is exempt. Exemption tests listed under *_any_of are alternatives: meeting any one exempts the producer. Confidence: high = read in statute/regulation/official PDF; medium = official but indirect, or secondary-confirmed; low = inferred or single secondary source. Not legal advice; re-verify before each reporting season.", "states_with_enacted_packaging_epr": [ "OR", "CO", "CA", "MN", "MD", "WA", "ME" ], "states_with_reporting_obligations_now": [ "OR", "CO", "CA", "MN", "MD", "WA" ], "cross_state_gotchas": [ "Revenue tests differ: OR $5M global (most recent fiscal year); CO $5,779,297 global (prior calendar year, CPI-indexed each July 1); WA $5M global (prior fiscal year); MN and MD $2M global (most recent fiscal year); CA $1M CALIFORNIA gross sales (most recent calendar year); ME $2M total gross revenue (prior calendar year) with a temporary $5M window.", "Tonnage tests: OR 1 METRIC ton; CO/MN/MD/WA/ME 1 ton (undefined, CAA uses short tons); CA has none.", "Only CA requires exempt small producers to file (PEPRS exemption application). MD has a determination-request form with a de minimis checkbox (mandatory only for certain exclusions).", "CA does not cover non-packaging paper; OR/CO/MN/MD/WA do. CA covers only PLASTIC food service ware.", "E-commerce shipping packaging: OR/MN/MD/WA/ME -> whoever packs and ships to the consumer; CO -> both product producer and shipper are equally obligated; CA -> the brand owner owns all packaging including shipper boxes when it or its 3PL ships.", "Dietary supplement packaging: exempt in CO and WA (FDA-regulated), NOT exempt in OR and MD.", "CAA's next supply report: May 31, 2027 is Memorial Day; CAA policy rolls the deadline to June 1, 2027 11:59 PM PT. Not yet officially announced for 2027." ] }, "states": { "OR": { "state": "Oregon", "law": "Plastic Pollution and Recycling Modernization Act (SB 582, 2021), ORS 459A.860-459A.975; rules OAR 340-090 (and 340-012 for penalties)", "status": "in_effect", "status_detail": "Live since 2025-07-01 (fees started). First plan period 2025-07-01 to 2027-12-31; then 5-year plans from 2028-01-01. Litigation: NAW v. Feldon, No. 3:25-cv-01334-SI (D. Or., Simon, J.), filed 2025-07-30. Preliminary injunction 2026-02-06 (ECF 88) barred DEQ enforcement against NAW and its members; narrowed 2026-04-06 (ECF 134) to members as of 2026-02-06. After a bench trial 2026-07-13 to 07-17, Findings of Fact and Conclusions of Law dated and filed 2026-08-27 (ECF 205) held the RMA does not violate the dormant Commerce Clause or Due Process Clause; Judgment for DEQ entered 2026-08-28 (ECF 206). NAW filed its notice of appeal 2026-09-24 (ECF 209); 9th Cir. No. 26-6404, docketed 2026-09-30. No stay or injunction pending appeal found in the district filings through ECF 209.", "pro": "Circular Action Alliance (sole approved PRO; plan approved 2025-02-21)", "regulator": "Oregon DEQ", "producer_definition": { "retail": "ORS 459A.866(1)(a): (A) the manufacturer if sold under its own brand or unbranded; (B) if made by someone other than the brand owner, the brand licensee; (C) if none of those is in the US, the US importer. OAR 340-090-0860(1): 'manufactures' includes directing manufacturing (setting packaging specs), so a brand that uses a co-packer and sets the specs is the producer; buying for resale is not directing manufacturing.", "ecommerce": "Packaging that directly holds the item follows the retail hierarchy. Shipping packaging (boxes, envelopes, labels, bubble wrap, peanuts, packing paper, tape; OAR 340-090-0840(1)(c)): 'the person that packages and ships the item to the consumer'. A producer of shipping packaging only must notify the product's producer and its PRO (ORS 459A.869(6)). 3PLs and marketplaces are not addressed (flag).", "other_packaging": "First distributor into Oregon", "service_packaging": "First seller into Oregon (OAR 340-090-0860(4))", "food_serviceware": "Person that first sells the food serviceware in or into Oregon (ORS 459A.866(3))", "paper": "Publisher for magazines, newspapers, catalogs, directories; other printing and writing paper follows the brand hierarchy", "aggregation": "Revenue and tonnage are aggregated across 'associated producers' (>50% common ownership, IRC 1563 controlled group, family ownership, trusts), OAR 340-090-0860(6)", "confidence": "high" }, "exemptions": { "small_producer_any_of": [ { "type": "revenue", "threshold_usd": 5000000, "scope": "global (DEQ FAQ A1)", "period": "organization's most recent fiscal year", "comparison": "less than" }, { "type": "tonnage", "threshold": 1, "unit": "metric ton", "scope": "covered products sold/distributed in or into Oregon for use in Oregon", "period": "most recent calendar year", "comparison": "less than" }, { "type": "beverage_manufacturer", "threshold": 5, "unit": "metric tons", "detail": "bottle-bill beverage manufacturers selling under 5 t of covered products into OR (incl. secondary/tertiary packaging)" }, { "type": "entity", "detail": "501(c)(3) nonprofits; public bodies" }, { "type": "restaurant", "detail": "restaurant or food cart that is not the producer of its food serviceware; DEQ presumes many fast-food franchisors are NOT exempt" }, { "type": "single_store", "detail": "single retail location, no online sales, not part of a franchise or chain" } ], "exempt_must_file": false, "exempt_filing_detail": "None. Exempt small producers need not register, report or pay; no form or certification exists. DEQ recommends registering if near thresholds. Products of exempt producers are 'orphaned'. The separate private-recycling exemption (ORS 459A.869(13)) is a claim to DEQ with an annual window (2027 fee year: Jan 6-Mar 31, 2026; next window opens Jan 2027).", "material_exemptions": "Bottle-bill beverage containers incl. caps; wine/spirit containers with OR refund value; bound books; napkins/paper towels; rigid pallets; industrial specialty packaging; refillable LPG; pallet wrap added by non-producer; PaintCare containers; Rx/OTC drug, animal medicine, infant formula and medical food packaging; farm/nursery items; 5+ year durable-goods storage packaging; Class II sterile 510(k)/Class III medical devices; healthcare infectious-waste packaging; certain ag-chemical packaging; garbage bags under TEMPORARY rule (effective 2026-09-14 to 2027-03-12, conditional). PROPOSED, not adopted: DEQ RMA Rulemaking 3 (notice dated 2026-09-21; draft OAR 340-090-0840(2)(m)) would exempt plastic film packaging, incl. stretch wrap and overwrap, and absorbent pads in direct contact with raw, not-ready-to-eat meat (beef, lamb, pork, poultry, fish, other seafood) through 2032-12-31, excluding pet-food packaging and rigid/semi-rigid trays not made from a roll of flexible film. The legislative route (HB 4030, 2026) died in committee; see not_enacted.", "not_exempt": "B2B, non-recyclable, compostable and reusable packaging are in scope (DEQ FAQ A6). Dietary supplement packaging is not on the exemption list (our inference: covered; medium).", "confidence": "high" }, "covered_materials": { "includes": [ "packaging (primary, secondary, tertiary, incl. B2B)", "shipping/e-commerce packaging", "service packaging", "storage items and garbage bags (unless temp exemption)", "printing and writing paper (incl. receipts, marketing materials, catalogs)", "food serviceware incl. consumer wraps (foil, parchment)" ], "category_list": "CAA Oregon reporting categories (~60 categories in 8 material classes, each tagged USCL / PRO / N/A). Public in the fee schedules; detailed definitions (March 2026) are login-only.", "category_list_urls": [ "https://circularactionalliance.org/s/OR-2027FeeSchedule_100126.pdf", "https://static1.squarespace.com/static/64260ed078c36925b1cf3385/t/693b2c9103be112d168e1b19/1765485713621/OR+2026+Fee+Schedule+Public.pdf", "https://static1.squarespace.com/static/64260ed078c36925b1cf3385/t/6799582804f41a49832ce1d1/1738102824456/Oregon+Reporting+Category+Definitions+-+Jan+2025.pdf" ], "notes": "Exclude EPS foam containers and packing peanuts (banned from 2025-01-01) from 2025+ data.", "confidence": "high" }, "reporting": { "report_type": "Annual Supply Report (CAA portal)", "contents": "pounds by Oregon reporting category supplied into OR in the data year; detailed methodology; brands; affiliated/associated producers", "pcr_content": "No statutory or rule requirement for producers to report PCR found in Oregon; eco-modulation via voluntary LCA bonuses A/B (C in progress). Verify in portal. Confidence: medium-low.", "data_vs_fee_year": "Report filed in year N covers calendar year N-1; fees for year N use data from N-2 (OAR 340-090-0700(4)(b)). The May 31, 2026 report (2025 data) sets 2027 fees; the 2027 report (2026 data) sets 2028 fees.", "estimation": "Estimates allowed; corrections due before next annual deadline if better data shows error (OAR 340-090-0700(1)(d)). CAA accepted methods: SMRM preferred, ABOM allowed, population apportionment temporary.", "confidence": "high" }, "deadlines": [ { "date": "ongoing", "item": "Register with CAA before selling covered products into Oregon (ORS 459A.869(1))", "confidence": "high" }, { "date": "2026-10-19", "item": "Comments due on CAA Oregon plan amendment #3", "confidence": "medium" }, { "date": "2026-10-30", "item": "Comments due (4 pm) on DEQ RMA Rulemaking 3; hearings Oct 20-21, 2026; EQC adoption expected Jan/Feb 2027", "confidence": "high" }, { "date": "2026-12-31", "item": "First lifecycle evaluation disclosures due from large producers (top SKUs)", "confidence": "high" }, { "date": "2027-01", "item": "Invoice 1 of 2027 fees (50%); invoice 2 (50%) in July 2027", "confidence": "high" }, { "date": "2027-01", "item": "Private-recycling exemption claim window opens (for 2028 fee year)", "confidence": "medium" }, { "date": "2027-05-31", "item": "Annual Supply Report, CY2026 data (CAA default; not yet officially published for 2027; May 31, 2027 is Memorial Day so CAA policy rolls it to 2027-06-01)", "confidence": "medium" } ], "fees": { "2027_examples_usd_per_lb": { "corrugated_cardboard": 0.02, "paperboard": 0.05, "PET_clear_bottles": 0.19, "PP_film": 0.56, "plastic_laminates_other_flexible": 0.56, "HDPE_LDPE_film": 0.12, "glass": 0, "aluminum_containers": -0.09, "ceramic": 0.83 }, "flat_fee_2027_usd": { "1-2.5 t": 700, "2.5-5 t": 1300, "5-7.5 t": 2200, "7.5-10 t": 3100 }, "flat_fee_2026_usd": { "1-2.5 t": 1200, "2.5-5 t": 2500, "5-7.5 t": 4100, "7.5-10 t": 5800 }, "flat_fee_eligibility": "<=10 t of covered products; asterisked tiers (<=5 t) also open to producers over $10M revenue (ORS 459A.884(6)). Tiers are in METRIC tons per the 2027 schedule.", "source": "https://circularactionalliance.org/s/OR-2027FeeSchedule_100126.pdf", "confidence": "high" }, "penalties": { "max": "up to $25,000 per violation per day (OAR 340-012-0160(4)); failing to register/join a PRO is a Class I violation (OAR 340-012-0098)", "base_matrix": "Not RMA-specific; catch-all $3,000 matrix likely (Class I base $3,000 major / $1,500 moderate / $750 minor). Inference, medium-low.", "sales_ban": "DOJ may sue to bar sales of a non-compliant producer's products (ORS 459A.962(6))", "process": "CAA flags producer to DEQ after 3 months of failed collection (ORS 459A.869(10)(a)), with 90 days' notice; DEQ sends Warning Letter with Opportunity to Correct (30 days); uncorrected producers are listed.", "confidence": "high" }, "enforcement": { "producer_status_list": { "publisher": "Oregon DEQ (hosted on CAA's Oregon page, not on DEQ's site)", "frequency": "quarterly ('This list will be updated quarterly')", "format": "PDF, single column 'Producer Name'; asterisk = submission under DEQ review. No addresses, reasons or categories. Not a spreadsheet.", "latest": { "title": "Recycling Modernization Act Producer Status List, September 4, 2026 (file: RMA Q2 2026 Producer Status Report)", "as_of": "2026-09-04", "posted": "2026-09-29 (per research agent)", "url": "https://circularactionalliance.org/s/RMA-Q2-2026-Producer-Status-Report_as-of-9-4-2026.pdf", "redirects_to": "https://static1.squarespace.com/static/64260ed078c36925b1cf3385/t/6abc09057222016735533c7b/1790707973986/RMA+Q2+2026+Producer+Status+Report_as+of+9-4-2026.pdf", "count": 198, "asterisked": 3, "linked_from": "https://circularactionalliance.org/oregon" }, "first": { "as_of": "2026-04-09", "url": "https://static1.squarespace.com/static/64260ed078c36925b1cf3385/t/69d903d0c3c096784a3aeb66/1775829968918/RMA+Quarterly+Producer+Status+List_as+of+4-9-2026.pdf", "count": "~304 lines in the PDF by our count (some names may wrap); Resource Recycling reported 250, Venable ~300. Treat as ~250-300." }, "note": "No July 2026 list found; September list is the second. Roughly 187 April names dropped and 81 added. Disputes: rethinkrecycling@deq.oregon.gov", "dispute_email": "rethinkrecycling@deq.oregon.gov" }, "compliant_registry": "https://circularactionalliance.org/s/Oregon-CAA-Qrty-Non-Confidential-Searchable-Registry-of-All-Producer-Members-Q3-2026-Final.pdf (~3,900 names, PDF, updated 2026-09-22)", "confidence": "high" }, "uncertain": [ "2027 report date not yet published (May 31 by pattern; Memorial Day rollover to June 1)", "RMA Rulemaking 3 (proposed): defines 'remote sale' and 'consumer', multi-manufacturer items, formal assignment of producer obligations, new exemptions (labels and hang tags, drums >=10 gal, IBCs, supersacks, gaylords, raw-meat film through 2032 (confirmed in DEQ's draft rule text, OAR 340-090-0840(2)(m)), leased reusable plastic containers). Small-producer thresholds unchanged.", "Temporary garbage-bag exemption expires 2027-03-12 unless made permanent", "9th Cir. appeal NAW v. Feldon, No. 26-6404 (docketed 2026-09-30), pending; briefing schedule not yet confirmed from the docket (a law-firm note reports opening brief 2026-12-17, answering brief 2027-01-18: unverified). Related class action Lollicup USA v. Feldon, No. 3:26-cv-01287-SI (D. Or., filed 2026-06-25): deadlines stricken; parties asked (ECF 11, 2026-09-09) to file a joint status report by 2026-10-16.", "E-commerce treatment of marketplaces and 3PLs unresolved", "PCR reporting not confirmed", "Penalty matrix not specified in rule" ], "sources": [ "https://www.oregonlegislature.gov/bills_laws/ors/ors459A.html", "https://secure.sos.state.or.us/oard/displayDivisionRules.action?selectedDivision=1487", "https://secure.sos.state.or.us/oard/displayDivisionRules.action?selectedDivision=1433", "https://www.oregon.gov/deq/recycling/Pages/Producers-of-Covered-Products.aspx", "https://www.oregon.gov/deq/recycling/Pages/RMA-Exemptions.aspx", "https://www.oregon.gov/deq/recycling/Documents/RMAExemptionsFAQ.pdf", "https://www.oregon.gov/deq/recycling/Documents/RMAProducerObligationsSummary.pdf", "https://www.oregon.gov/deq/rulemaking/Pages/rma2026.aspx", "https://circularactionalliance.org/oregon", "https://circularactionalliance.org/s/OR-2027FeeSchedule_100126.pdf", "https://www.hklaw.com/en/insights/publications/2026/08/federal-court-upholds-oregons-epr-law-in-full-after-constitutional", "https://resource-recycling.com/policy-now/2026/09/25/naw-appeals-oregon-epr-ruling/", "https://www.courtlistener.com/docket/70967634/national-association-of-wholesaler-distributors-v-feldon/", "https://storage.courtlistener.com/recap/gov.uscourts.ord.187955/gov.uscourts.ord.187955.88.0.pdf", "https://storage.courtlistener.com/recap/gov.uscourts.ord.187955/gov.uscourts.ord.187955.134.0.pdf", "https://storage.courtlistener.com/recap/gov.uscourts.ord.187955/gov.uscourts.ord.187955.205.0.pdf", "https://storage.courtlistener.com/recap/gov.uscourts.ord.187955/gov.uscourts.ord.187955.206.0.pdf", "https://storage.courtlistener.com/recap/gov.uscourts.ord.187955/gov.uscourts.ord.187955.209.0.pdf", "https://www.courtlistener.com/docket/74902259/national-association-of-wholesaler-distributors-v-feldon/", "https://www.courtlistener.com/docket/73536101/lollicup-usa-inc-v-feldon/", "https://ormswd2.synergydcs.com/ORMSCMSearchDEQ/Search/RecordViewer.aspx?uri=7116830", "https://ormswd2.synergydcs.com/ORMSCMSearchDEQ/Search/RecordViewer.aspx?uri=7116831", "https://olis.oregonlegislature.gov/liz/2026R1/Measures/Overview/HB4030" ] } } }