Packaging evidence workspace — OR / CO / CA

Packaging changed. Can your team reproduce the numbers?

Keep the component, supplier source, weight, state allocation and correction history together. See what changed, what still needs an answer, and how a reported total was built.

Open the free sample See one supplier change

Synthetic sample · no card required. Own-data access is limited and must be confirmed. Request availability before starting a card trial.

How it works

  1. Trace the source
  2. Resolve gaps and changes
  3. Reproduce and export
Schedule 01Start from the record you have

One clean evidence path, wherever the filing stands

BRANCH · A

Submitted

Attach the receipt, methodology, inputs, and calculation version so the filed totals can be reproduced on demand.

BRANCH · B

Needs correction or completion

See the missing sources and conflicting values, resolve them with an attributed decision, and preserve the revision chain.

BRANCH · C

Preparing the next cycle

Reuse the current record as a baseline, then review only the packaging, supplier, or sales inputs that changed.

Schedule 02Browser-only diagnostics

Find out where you stand — in about two minutes

The 2-minute EPR Status & Exposure Scanner

Pick your states, answer a few portfolio questions, and optionally paste a packaging BOM. You get a state-by-state status board, a gap list, and an illustrative exposure view. Nothing to install, nothing uploaded — it runs entirely in your browser.

RUNS IN-BROWSER · NOTHING UPLOADS Run the exposure scanner

Have your real BOM handy?

Drop the CSV on the file analyzer and see which data-close columns it carries, which components lack weights, and which materials need a category decision — the same deterministic mapping rules the platform runs, executed entirely in your browser. The file never leaves your computer.

RUNS IN-BROWSER · NOTHING UPLOADS Analyze a real file
Schedule 03The deliverable

A workspace your next owner can pick up immediately

Component-level packaging BOM

Jar, pump, cap, label, carton, insert, DTC shipper; weights, materials, plastic detail, roles, and the source document for every number.

State sales allocation with lineage

Units × component weights to state/material kilograms; every cell traceable; estimates flagged, then replaced with actuals through a recorded correction.

California plastic detail

Plastic-only weight and plastic component counts, from day one.

Versioned workpaper (XLSX) + source index

Methodology notes, source inventory with hashes, supplier-request evidence, and the correction chain in a supported export your team can review and use. Optional services add documented internal QA.

Prioritized completion queue

Missing data, supplier follow-up, and source differences ordered by impact, with every resolution attributed to a named owner.

Schedule 04Where PackClose creates leverage

Best when packaging data crosses teams, entities, or states

Best fit

One reporting entity working across OR, CO, and/or CA, with up to 1,000 active packaging configurations, several source files or suppliers, and reporting math that needs to stay usable across teams and years.

A lighter answer may be enough

A simple portfolio with complete supplier specifications may only need a clean template. Multiple entities, more than 1,000 configurations, or hands-on remediation belong in a separately scoped service.

Schedule 05The correction regime

Answer validation questions without rebuilding the spreadsheet

Circular Action Alliance’s current reporting policy can bring methods, categories, brands, calculations, and supporting records back into review. PackClose keeps those pieces connected, so your team can respond from a source-linked workpaper instead of reconstructing one under a clock.

What CAA policy says
What that means for you
“Only one Adjustment request is permitted per Producer Report per Report Year. If multiple adjustments are needed, they must all be included in a single Adjustment request. Adjustment requests must be submitted within 24 months of the Report Date.” §3.12
Two separate lanes, two separate clocks. Producer-requested Adjustments are generally limited to one per Producer Report and Report Year — every change you need has to ride in that single, substantiated request. CAA-issued Corrections run on their own timelines (a 30-day response and a 60-day form — §3.11). A correction chain that shows what changed and why is what makes either lane answerable.
“If the Participant does not provide the requested documentation within 30 calendar days, the request will be closed and the Adjustment rejected” §3.12
Thirty days to provide requested documentation is manageable when every sampled value already points to its source and calculation.
“CAA may require an independent third-party review at the Participant’s expense before approving the Adjustment” §3.12
A documented workpaper gives any required review a clean starting point: the exact source, calculation, decision, and version behind the requested total.
“If a Producer Report is identified for further follow-up or substantiation, CAA may, based on the findings, either proceed with invoicing or require a Correction as appropriate” §3.10
Validation can reach methods, categories, brands, and supporting evidence. A complete response in days instead of weeks is the operational payoff of keeping that evidence linked.
“Participants must retain all available decimal places in their data calculation until final submission”, with final figures rounded to two decimal places §3.6
Rounding is explicit in CAA’s reporting policy. We record the rounding rule on every portal total as part of its transformation lineage, because “that is how the spreadsheet did it” is not an answer.

Quoted from the CAA Reporting Policy, Version 2.0 (June 2026), published by Circular Action Alliance — rechecked 2026-09-04. CAA may validate reporting methods, categories, brands, and supporting evidence (§3.10); producer-requested Adjustments are generally limited to one per Producer Report and Report Year (§3.12), while CAA-issued Corrections follow separate 30-day response and 60-day form timelines (§3.11). CAA’s resource center separates reporting and fee planning by state; PackClose verifies account-level status rather than inferring a filing, invoice, or outcome from a planning table. Read the linked sources directly.

Schedule 06Where the lines are — by design

Producer status and exemptions stay with your authorized decision-makers. PackClose records the basis, owner, and date so the conclusion is easy to review and hand off. Portal filings stay with your authorized person; fee figures in our workpapers remain labeled planning math because CAA invoices under approved rate schedules. We go deep on OR/CO/CA and track other supported-state dates separately.

Start with the right tool, then add the evidence layer. The Sustainable Packaging Data Council publishes a free US EPR data-requirements template covering California, Colorado, and Oregon. It gives teams a useful field list. PackClose adds the source behind every weight, transformation lineage on every total, a sealed version, and a correction chain — the pieces that make the completed work reusable across finance, compliance, and the next reporting cycle.

Schedule 07The console

See the workspace before you use your own files

Create an account and explore the synthetic sample without a card. Every reported kilogram in the sample traces to a component, a weight, and a source document, with gaps and changes visible.

🔒 app.packclosehq.com
PackClose

Client area

My dashboard Guided setup Search Notifications 10 Export my data Verify integrity Trust Center
Signed in as Dana Operator
[email protected] · roles: operator

Golden Hour Beauty Co. (synthetic demo)

Packaging EPR Data Close & Substantiation · workspace opened 2026-07-24

EVIDENCE PIPELINE · 4 sources → 0 assertions → 2 sealed versions → 1 deliverable

Evidence coverage

90%

27 of 30 packaging components with a sourced weight

Aged open questions

0

open >30 days · 2 open total, oldest 30d · 0 blocking

Changed since sealed

0

approved values that differ from your last sealed snapshot

Regulator-response readiness

no drill run yet in this workspace

Run the drill — build the pack

Needs your attention

Nothing waiting on you. We’ll surface anything that needs a decision here.

Dates we track for you

Sep 10Supplier specification updatedFictional example · effective date awaiting confirmation
OpenCustomer review of affected unitsKeep the previous approved version while the question is unresolved

Render of the console in the new theme, using the live workspace’s synthetic demo numbers. The in-app theme matches — the data model, numbers, and behavior shown are the real product’s.

Schedule 08Pricing

Keep packaging evidence ready all year.

The workspace is the product: maintain source-backed packaging records, spot what changed, reproduce calculations, and prepare supported exports without rebuilding the model each cycle. Hands-on services are available when you want us to do scoped work with you.

Start self-serve

Primary offer

PackClose Workspace

$249

workspace plan · own-data access by request

One entity, OR/CO/CA, five seats, and a reusable evidence record across the current reporting year plus two prior years.

Explore the free sample →

Readiness scan

$2,500

fixed · invoiced · optional

A sampled, internally QA-checked workpaper and evidence-gap readout delivered within five business days after cleared payment and complete inputs.

See the fixed scope →

Full data close

$8,500–$12,000

starting range · scoped & invoiced · optional

Hands-on component record build, allocation lineage, remediation, and an internally QA-checked workpaper plus substantiation pack.

Start the conversation →

The subscription stands on its own. You do not need to buy a Scan or Full Data Close to use the workspace.

PackClose Workspace limits

  • 1,000 active packaging configurations and 5,000 component/source-value records
  • 250 source documents, 100 MB stored per workspace, 20 MB per file
  • 25 active supplier-request links; you send the link, PackClose records the request and response
  • Source-linked fields, missing/conflicting-data queue, calculation lineage, and change history
  • Five seats and the current reporting year plus two prior years
  • Standard imports and exports within the limits; existing records remain readable and exportable after cancellation

Start with the sample: explore synthetic data without a card. Own-data access is limited and must be confirmed; use the contact form to request availability before starting a card trial.

Workspace plan terms: for confirmed own-data access, adding a card starts a 14-day trial for $0, followed by $249/month unless you cancel in the billing portal before the trial ends. There are no automatic overage charges. Plan limits pause new writes while review and export remain available.

What support includes: technical and how-to help by email. The subscription does not include data entry or cleanup, legal or applicability decisions, filing, supplier chasing, custom mappings or integrations, bespoke deliverables, or consulting calls.

Consultants and packaging engineers: PackClose can support the evidence layer while you retain the advisory and filing relationship. Ask about a referral or delivery partnership; any commercial terms are agreed in writing before work begins.

Open the free sample Discuss your own-data workflow
Schedule 09Trust, plainly stated

Questions a data close must answer

Can numbers be edited after sign-off?

No. Completed workpaper versions are sealed (tamper-evident, hash-verified); corrections create linked versions with recorded reasons.

Who decides producer status / exemptions?

You, with your reviewer or counsel. We record the decision, its basis, and its date — we never compute it.

Where do the numbers come from?

Every kilogram traces to units × component weight with the source document; estimates are flagged until replaced.

Do you file for us?

No. You submit in the portal; we prepare the workpaper and record your receipt/status as evidence.

Is my data used to train AI models?

No customer data enters consumer AI tools. Model-assisted processing happens only under commercial no-training terms — or not at all, at your election.

Your security reviewer will want more than a table. The Security & Trust page lists every control by name with its actual status — shipped, armed at deploy, or not built — plus subprocessors, DPA availability, retention, and a direct answer on SOC 2. It includes a section on what we have not built, which is the part worth reading.

Read Security & Trust
Schedule 10Contact

Compare the workflow with your own records.

Tell us which packaging records you maintain and what is difficult to reproduce. Use this form for own-data access, the optional Readiness Scan or Full Data Close, or a technical question.

Book the fit check

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