The vendor is required to provide a sb 1383 compliant record keeping and reporting system to track and monitor its sb 1383 implementation and program records.
- Implementation of the sb 1383 implementation record and program tracker includes:
• Configuring data import process to align with agency 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 outreaches
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 agency 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 Cal-recycle 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.
- Questions/Inquires Deadline: May 28, 2025