Implementation of the SB 1383 Implementation Record and program tracker includes: • Configuring data import process to align with OCWR’s data and SB 1383 programs • Importing initial compliance records from record keeping systems • Setting up user accounts and permissions • Customizing database fields to meet County SB 1383 record keeping and reporting needs. Program Tracker System shall at a minimum include: • Commercial, multi-family and residential generator database for tracking: o Service levels ▪ Number and types of bins ▪ Customer cart/bin service pickup day schedule o Contact information o AB 1826 & AB 341 compliance o SB 1383 compliance ▪ Implementation Records Storage ▪ Ongoing Compliance and Monitoring Records storage ▪ Recovered Organic Waste Product (ROWP) tracking ▪ Ability to track and monitor waivers o Notes o Log/history of activity • Sections broken out by hauler and franchise area • Ability to upload, track, log and pull reports of all education and outreach activities including: o Various types of media, including but not limited to print, electronic, and events. o Types of outreach o Social Media Impressions • Customer Relationship Management (CRM) software features to schedule and track outreach to commercial generators, inspections, monitoring, enforcement including: o Site Visits o Phone Calls o Emails o Photos taken o Task lists and calendars o Task manager, reminders, summaries, Outlook calendar integration o Scheduling o Email notifications o Tracking of customer interactions o Ability to log/track general correspondence not associated with a generator • Log route audits/route reviews and waste characterizations o Photos o Level of contamination o Compliance/Violation Tracking ▪ Prior or current Notices of Violations o Notes o Education and outreach material left behind o Any supporting documentation • Customization of standard forms and reports to meet reasonable OCWR Program needs and SB 1383 Requirements, such as: o Tracking local programs and pilot projects o Tracking compliance with state, regional and/or local ordinances o Complex customization projects necessitating new forms and/or reports may require additional professional services. Any additional consulting, training, development, configuration, development and/or integration services may be out of scope and subject to Company agreeing to provide such services pursuant to a change order to this SOW. o Ability to pull data for various CalRecycle reports including Electronic Annual Report (EAR). o Ability to export zip files (or similar) for compliance audits. • Reports in list and/or graph format, with ability to search, sort and filter, and to export to Excel, PDF, or image file • Cloud-based database that syncs data across all users in real time • Web-based application, with mobile app for iOS and Android • Secure web hosting with weekly backups • Help and Technology Support at a minimum: Monday-Friday 9am-5pm PT • Unlimited users o Internal and External Data Import includes: • Hauler customer data inputs shall be uploaded at least biannually. • Processing and importing a single-tab Excel worksheet or CSV file o Data template provided to upload customer data • For service record data imports: o Importing new accounts, identifying possibly closed accounts and service-level changes o Updating generator compliance statuses to align with new data
