Massachusetts 2023-2024 Regular Session

Massachusetts Senate Bill S471 Latest Draft

Bill / Introduced Version Filed 02/16/2023

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SENATE DOCKET, NO. 1691       FILED ON: 1/19/2023
SENATE . . . . . . . . . . . . . . No. 471
The Commonwealth of Massachusetts
_________________
PRESENTED BY:
Sal N. DiDomenico
_________________
To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:
The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:
An Act to reduce waste and recycling costs in the commonwealth.
_______________
PETITION OF:
NAME:DISTRICT/ADDRESS :Sal N. DiDomenicoMiddlesex and SuffolkJason M. LewisFifth Middlesex1/31/2023Patrick M. O'ConnorFirst Plymouth and Norfolk2/2/2023John J. CroninWorcester and Middlesex2/7/2023James K. Hawkins2nd Bristol2/8/2023Jack Patrick Lewis7th Middlesex2/8/2023Patrick Joseph Kearney4th Plymouth2/10/2023Mathew J. Muratore1st Plymouth2/14/2023Vanna Howard17th Middlesex2/17/2023James B. EldridgeMiddlesex and Worcester2/21/2023Michael F. RushNorfolk and Suffolk2/23/2023 1 of 33
SENATE DOCKET, NO. 1691       FILED ON: 1/19/2023
SENATE . . . . . . . . . . . . . . No. 471
By Mr. DiDomenico, a petition (accompanied by bill, Senate, No. 471) of Sal N. DiDomenico, 
Jason M. Lewis, Patrick M. O'Connor, John J. Cronin and other members of the General Court 
for legislation to save recycling costs in the commonwealth. Environment and Natural 
Resources.
[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE SENATE, NO. 517 OF 2021-2022.]
The Commonwealth of Massachusetts
_______________
In the One Hundred and Ninety-Third General Court
(2023-2024)
_______________
An Act to reduce waste and recycling costs in the commonwealth.
Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority 
of the same, as follows:
1 SECTION 1. Chapter 94 of the General Laws, as appearing in the 2020 Official Edition, 
2is hereby amended by inserting after section 329 the following sections:-
3 Section 330. Definitions applicable to Secs. 330 to 345. In section three hundred and  to 
4section three hundred and forty-five, inclusive, the following terms shall, unless the context 
5clearly appears otherwise, have the following meanings:
6 "Alternative collection program”, a program for the management of packaging material 
7that is operated by an individual producer or group of producers and that has been approved by 
8the department in accordance with section 338. 2 of 33
9 “Brand”, a name, symbol, word or mark that identifies a product, rather than its 
10components, and attributes the product to the owner of the brand.
11 “Collector”, a municipality, private hauler, association, or other entity that collects solid 
12waste from covered entities.
13 “Committee”, the advisory committee as established by the department pursuant to 
14section 342.
15 “Convenience”, access to recycling is available wherever access to trash disposal is 
16provided.
17 “Covered entities”, residences, schools, municipal buildings, public spaces, small 
18businesses and hospitality locations.
19 "Covered materials”, any packaging material or paper products, regardless of 
20recyclability or compostability, that are sold, offered for sale, or distributed to consumers in the 
21state, including through an internet transaction. 
22 “Covered material category”, the categories of covered materials as defined by the 
23department pursuant to paragraph (d) of section 342.
24 “Department”, the department of environmental protection.
25 “Hospitality location”, a place that provides food and beverage service, overnight guest 
26accommodation, entertainment or recreation.
27 "Franchisee", a person that is granted a license by a franchisor to use the franchisor's 
28trade name, service mark or related characteristic and to share in the franchisor's proprietary  3 of 33
29knowledge or processes pursuant to an oral or written arrangement for a definite or indefinite 
30period.
31 "Franchisor", a person that grants to a franchisee a license to use the person's trade name, 
32service mark or related characteristic and to share in the person's proprietary knowledge or 
33processes pursuant to an oral or written arrangement for a definite or indefinite period.
34 “Material recovery facility” or “facility”, a facility that receives, processes, and sells or 
35otherwise distributes post-consumer materials for recycling.
36 “Municipal solid waste”, any residential or commercial solid waste, as defined in 310 
37CMR 19.006.
38 “Municipality”, a city, town, or regional association acting on behalf of a city or town.
39 “Needs assessment”, a statewide evaluation of current funding needs affecting recycling 
40access and convenience; the capacity and costs associated with the collection and transportation 
41of recyclable material; the processing capacity, market conditions, and opportunities in the state 
42and regionally for recyclable material; infrastructure improvement and consumer education 
43needs and costs with respect to recycling processing, access, convenience, environmental justice 
44and reducing contamination in collected recyclable material and in outgoing bales.
45 “Newspaper”, a paper that is printed and distributed daily or weekly and that primarily 
46contains news, articles of opinion, and non-advertisement features, with less than half of space 
47devoted to paid content.
48 "Packaging material", any part of a package or container, including material that is used 
49for the containment, protection, handling, delivery, and presentation of a product that is sold,  4 of 33
50offered for sale, imported, or distributed in the state, including through internet transactions 
51"Packaging material" does not include:
52 (a) A discrete type of material, or a category of material that includes multiple discrete 
53types of material, intended to be used for the long-term storage or protection of a durable product 
54and that can be expected to be usable for that purpose for a period of at least 5 years; or
55 (b) A discrete type of material, or a category of material that includes multiple discrete 
56types of material, that is a beverage container subject 	to a redeemable deposit, as defined in 
57section 321 of this chapter.
58 “Paper products”, paper that can or has been printed on including flyers, brochures, 
59booklets, catalogs, greeting cards, telephone directories, magazines, paper used for copying, 
60writing or any other general use. Paper products does not include: 
61 (a) paper products that, by virtue of their anticipated use, could become unsafe or 
62unsanitary to recycle; or
63 (b) any literary, text, reference, or other bound book; or
64 ( c) newspapers    
65 "Producer", with respect to a covered material, means a party that has legal ownership of 
66the brand of a product for sale, use, or distribution in 	the state, including online retailers who sell 
67into the state, that utilizes covered material. For packaging, responsible parties shall be 
68determined based on the following criteria: (a) A person who manufactures a product under the 
69manufacturer’s own brand 	that uses covered material; (b) If subparagraph (a) does not apply, a 
70person who is not the manufacturer of a product under the manufacturer’s own brand that uses  5 of 33
71covered material, but is the owner or licensee of a trademark under which a covered material is 
72used in a commercial enterprise, sold, offered for sale or distributed in the state, whether or not 
73the trademark is registered; or (c) If subparagraphs (a) and (b) do not apply, a person who 
74imports the product that uses the covered material into the state for use in a commercial 
75enterprise, sale, offer for sale or distribution in the commonwealth.
76 (d) the definition of “producer” includes a franchisor of a franchise located in the 
77commonwealth but does not include the franchisee operating that franchise.
78 (e). the definition of “producer” does not include a nonprofit organization exempt from 
79taxation under the United States Internal Revenue Code, Section 501(c)(3), and any entity 
80exempted from the program under section 331 of this chapter.
81 "Producer responsibility fund" or "fund", a privately held account established and 
82managed by the stewardship organization pursuant to section 337.
83 "Producer responsibility organization" or "organization", a not-for-profit entity formed by 
84all producers, whether directly or by trade organizations for subgroups of producers, and 
85contracted by the department under section 332 to act as an agent on behalf of each producer to 
86develop and implement a producer responsibility plan.
87 "Producer responsibility plan" or “plan”, a detailed plan that describes the manner in 
88which producers shall comply with the requirements of sections 330 to 345 and all regulations 
89promulgated by the department pursuant to sections 330 to 345.
90 "Packaging and paper products program" or “program”, the program implemented under 
91section. 330 to 345 by the organization to assess and collect payments from producers based on  6 of 33
92the type and weight of covered material sold, offered for sale or distributed for sale in the 
93commonwealth by each producer and to reimburse participating collectors for certain incurred 
94recycling costs.
95 “Readily-recycled”, with respect to a covered material, that the type of packaging 
96material or paper product, as annually determined by the department:
97 (a) can be sorted by entities that process recyclable material generated in the 
98commonwealth; and
99 (b) has a consistent market for purchase, as based on data from the prior two (2) calendar 
100years. For the purposes of this paragraph, "consistent market for purchase" means, with respect 
101to a type of covered material, that entities processing recyclable material are willing to purchase 
102full bales of that type of fully sorted covered material in quantities equal to or in excess of the 
103supply of that fully sorted covered material.
104 “Readily-recycled”, does not include covered material categories or types that facilities 
105accept in low quantities or sort out of material during 	additional processing steps; if facilities 
106cannot aggregate or sell a full bale of a specific covered material category or type due to a lack 
107of market or inability to feasibly separate, that covered material type is not readily-recyclable. 
108Covered material categories or types shall not be considered readily-recyclable, recyclable, 
109compostable, or reusable if they contain toxic substances as defined in this section.
110 "Recycling", to separate, dismantle or process the materials, components or commodities 
111in covered materials for the purpose of preparing the materials, components or commodities for 
112use or reuse in new products or components. "Recycling" does not include energy recovery or 
113energy generation by means of combustion; pyrolysis, gasification and any other high-heat  7 of 33
114chemical conversion processes; or landfill disposal of discarded covered material or discarded 
115product component materials.
116 “Residential”, of a place where residents live, stay, or are cared for over a period of more 
117than two full days and nights, including but not limited to single and multifamily homes, 
118apartments, condominiums, congregate housing, public housing, mobile home parks, 
119dormitories, assisted living residences, nursing homes, hospitals, camps and hotels.
120 “School”, a public, private, or charter school, including pre-schools, K-12 schools, 
121colleges, and universities.
122 “Small business”, a business that utilizes less than 1- 40 cubic yard dumpster or 
123equivalent per week for its combined waste and recycling.
124 “Sustainable packaging trust” or “trust”, an expendable trust under control of the 
125department, created under Chapter 10 section 35EEE of the Massachusetts General Laws, for the 
126purpose of collecting funds for department administration of the packaging and paper products 
127program or an alternative collection program, and for 	collecting fines related to the packaging 
128and paper products program or an alternative collection program.
129 "Toxic substance", with respect to covered      material, means a chemical or chemical 
130class identified by a state agency, federal agency, international intergovernmental agency, 
131accredited research university, or other scientific evidence deemed authoritative by the 
132department on the basis of credible scientific evidence as being one or more of the following: 
133 (a) a chemical or chemical class that is a carcinogen, mutagen, reproductive toxicant, 
134immunotoxicant, neurotoxicant, endocrine disruptor. 8 of 33
135 (b) a chemical or chemical class that is persistent or bioaccumulative.
136 (c) a chemical or chemical class that may harm the normal development of a fetus or 
137child or cause other developmental toxicity in humans or wildlife.
138 (d) a chemical or chemical class that may harm organs or cause other systemic toxicity.
139 (e) a chemical or chemical class that may have adverse air quality impacts, adverse 
140ecological impacts, adverse soil quality impacts, or adverse water quality impacts.
141 (f) the department has determined a chemical or chemical class has equivalent toxicity to 
142the above criteria.
143 “Toxic substance”, for the purposes of secs. 330 to 345, includes the following chemicals 
144or chemical classes: Per and Poly Fluor Alkyl Substances (PFAS); an ortho phthalate; a 
145bisphenol compound; a halogenated, organophosphorus, organonitrogen, or nanoscale flame 
146retardant chemical; Lead; Cadmium; Mercury; Hexavalent Chromium; and Formaldehyde. 
147 “Waste disposal bans”, has the same meaning as in 310 CMR 19.017. 
148 Section 331. Producer exemptions. Notwithstanding any provision of sections     330 to 
149345 to the contrary, a producer is exempt from the requirements and prohibitions of sections 330 
150to 345 in any calendar year in which the producer (a) realized less than $1,000,000 in total gross 
151revenue during the prior calendar year, or (b) the producer sold, offered for sale or distributed for 
152sale in or into the commonwealth during the prior calendar year products contained, protected, 
153delivered, presented or distributed in or using less than one ton of covered material in total.
154 Section 332. Producer responsibility organization needs assessments. To satisfy the 
155requirements under sections 330 to 345, producers of 	covered materials sold or distributed into  9 of 33
156the commonwealth, or organizations formed by groups of producers for this purpose, shall, 
157within 6 months following the enactment of this legislation, establish a producer responsibility 
158organization that shall act as an agent and on behalf of each producer to operate the packaging 
159and paper products program. 
160 (a) The producer responsibility organization formed in compliance with sections 330 to 
161345 shall be established and operated as an organization described in section 501(c)(3) of the 
162Internal Revenue Code of 1986 and exempt from taxation under 501(a) of that Code.
163 (b) The organization shall conduct an initial needs assessment within six months of 
164contract award. The needs assessment shall include an assessment of the impact of the 
165newspaper industry on recycling infrastructure and the environment in the commonwealth and 
166may include recommendations regarding definitions in section 330 of this chapter. The initial 
167needs assessment may also include recommendations for the producer responsibility organization 
168plan. The needs assessment shall be published and publicly accessible on the department’s 
169website. A copy of the needs assessment shall be filed with the clerks of the senate of the house 
170of representatives and the joint committee on environment, natural resources and agriculture.
171 (c) Subsequent needs assessments shall be conducted every five years by the organization 
172in consultation with the committee. Subsequent needs assessments may include an assessment of 
173the impacts of the newspaper industry on recycling infrastructure in the commonwealth and may 
174include recommendations regarding definitions in section 330 of this chapter, and may also 
175include recommendations to include in subsequent plans. Subsequent needs assessments shall be 
176published and publicly accessible on the department’s website. A copy of subsequent needs  10 of 33
177assessments shall be filed with the clerks of the senate and the house of representatives and the 
178joint committee on environment, natural resources and agriculture.
179 Section 333. Producer plan. Within six (6) months of the promulgation of related 
180regulations by the department pursuant to section 342, the producer responsibility organization 
181shall submit a plan for the establishment of the producer responsibility program to the 
182department for approval. With the exception of paragraph (h), the plan shall have a duration of 
183five (5) years. The plan must include, at a minimum:
184 (a) A description of how the producer responsibility organization will administer the 
185program, including the mechanism or process, to be developed with input from producers, by 
186which producers may request and receive assistance from the organization in the reporting of 
187required information and guidance for covered material modifications that would reduce fee 
188payments; and the mechanism or process, to be developed with input from collectors, by which 
189participating collectors may request and receive assistance from the organization in the reporting 
190of required information and guidance for recycling program modifications that would increase 
191access to and participation in covered entity recycling programs.
192 (b) A description of how the organization intends to solicit and consider input from the 
193advisory committee 
194 (c) A description of the funding mechanism covering the entire cost of the program, 
195including how the organization intends to establish and manage the producer responsibility fund 
196consistent with the requirements of sections 335 and 337, including, but not limited to: staffing 
197the organization to manage the fund; a plan to ensure equity of access for financially or 
198otherwise challenged municipal participants; technical support to producers and collectors  11 of 33
199regarding program requirements; administering and collecting payments to and reimbursements 
200from the fund and the financial mechanisms, including investment types if any, the organization 
201intends to use to manage monies within the fund.
202 (d) A proposed budget outlining the anticipated costs of operating the program, including 
203identification of any start-up costs that will not be ongoing and a description of the method by 
204which the organization intends to determine and collect producer payments during the start-up 
205period of program operation, and to reimburse or require additional payments by those producers 
206subsequent to the start-up period based on producer reporting of the actual amount of covered 
207material sold, offered for sale or distributed for sale in or into the commonwealth by each 
208producer during the start-up period. The proposed budget should describe how the organization 
209will maintain a financial reserve sufficient to operate the program in a fiscally prudent and 
210responsible manner, such that it considers historical variations in market values of post-consumer 
211packaging types. The proposed budget under this paragraph may overestimate the cost of 
212operating the program during the start-up period of operation but must describe the method and 
213basis for any overestimate. 
214 (e) A proposal for how expenditures from the fund will be used for investments in 
215convenience, public outreach, education, communication, and infrastructure enhancement in a 
216way that increases access to recycling and reuse throughout the commonwealth, and how the 
217organization’s development of such investment proposals must incorporate input from the 
218committee. Public outreach, education, and communication shall:
219 (1) Promote the proper end-of-life management of covered materials.
220 (2) Provide information on how to prevent litter of covered materials.  12 of 33
221 (3) Provide recycling instructions that are, to the extent practicable, consistent statewide; 
222easy to understand; easily accessible; and in compliance with the annually published list of 
223readily recyclable materials under paragraph (c) of section 342.
224 (4) Provide for outreach and education that are (i) designed to achieve covered materials 
225goals under paragraph (f    	) of this section, including the prevention of contamination of 
226materials; (ii) coordinated across programs or regions to avoid confusion for consumers; and (iii) 
227developed in consultation with the advisory committee.
228 (f) A description of how, through the proposed expenditures under paragraph (e), the 
229organization intends to provide convenient and free consumer access to collection services or 
230collection facilities for all covered entities in the commonwealth, and how the organization 
231intends to achieve and assist collectors and facilities in achieving a combined reduction from a 
232specified baseline and recycling rate, based on regular audits of outbound tonnages of covered 
233material from facilities as reported to the department pursuant to paragraph (f) of section 342, of 
234no less than sixty (60) percent by weight by July 1, 2030, no less than seventy five (75) percent 
235by weight by July 1, 2035, and no less than ninety (90) percent by weight by July 1, 2040, of 
236covered materials managed by the organization. The organization shall also provide a description 
237of how it intends to achieve and assist collectors and facilities in achieving performance 
238standards for each type of covered material as published annually by the department pursuant to 
239paragraph (d) of section 342.
240 (g) A proposed schedule of minimum post-consumer recycled material content rate 
241requirements for covered materials, including a description of how the organization intends to 
242meet the proposed minimum post-consumer recycled 	material content rates. The minimum post- 13 of 33
243consumer recycled material content rates shall include each covered material category, and shall 
244not be less than ten (10) percent of all material in each covered material category, by weight by 
2452035. 
246 (h) A description of how the organization intends to use the materials cost differentiation 
247system developed by the department and the annual schedule of adjustments under paragraphs 
248(a) and (b) of section 342 to assess fees for producers of each type of covered materials, as 
249defined by the department, in compliance with all applicable provisions of sections 330 to 345. 
250The description must include a flat-rate fee schedule for producers generating between one (1) 
251and fifteen (15) tons of covered materials annually. The organization shall develop an evaluation 
252system for the fee structure, and shall annually evaluate, revise and submit an updated 
253assessment schedule along with the annual report submitted to the department pursuant to section 
254339. 
255 (i) A description of how the organization intends to fund representative third-party, 
256independent audits of both inbound and outbound recyclable material generated in the 
257commonwealth that is processed and sold by facilities; waste characterizations of municipal solid 
258waste being disposed of in the commonwealth; and litter audits. The audits must be conducted at 
259least annually, and must include:
260 (1) A description of the sampling techniques to be used in those audits, which must 
261include random sampling.
262 (2) A description of how those audits, at a minimum, will be designed to solicit 
263information regarding the extent to which recyclable material processed and sold by those  14 of 33
264facilities reflects the tons of each type of covered material recycled in the commonwealth and the 
265ultimate state or country destination of and intended use for that material.
266 (3) Requirements regarding how the audits will be designed so that information obtained 
267through the audit of one facility will not be used to infer information about a different facility 
268that uses different processing equipment, different sorting processes or different staffing levels to 
269conduct such processing. 
270 (4) Requirements regarding how a facility will be allowed to request and receive an audit 
271if it can credibly demonstrate that an audit result being applied to its material output is not 
272representative of its current operations.
273 (5) For waste disposal audits, at a minimum, a description of the types and weight of 
274covered material in the disposal waste stream, and the percentage by weight of the disposal waste 
275stream that is comprised of covered materials.
276 (6) For litter audits, to the maximum extent practicable, a description of the covered 
277material type by weight, identification of producer, and the general description of where the litter 
278is accumulating throughout the commonwealth.
279 (j) A description of how the plan addresses the needs identified in the most recently 
280published needs assessment.
281 (k) Any additional information required by the department.
282 Section 334. Approval of plan; plan amendments; corrective actions, termination of plan. 
283In accordance with the applicable provisions of sections     330 to 345, the department shall 
284review the producer responsibility plan and amendments to such plan submitted by the  15 of 33
285organization, and shall require the implementation of corrective actions by the organization to 
286the packaging and paper products program within a specified timeframe. Following approval of 
287the plan by the department under this section, the producer responsibility organization shall 
288immediately begin implementation of the plan.
289 (a) The department shall review the producer responsibility plan submitted by the 
290organization pursuant to section 333 and approve or deny the plan within ninety (90) days of 
291receipt. The department shall approve the plan if the department determines that the plan meets 
292the requirements of section 333 and is otherwise consistent with all applicable requirements of 
293sections 330 to 345. If the department approves the plan, the department shall transmit written 
294notice of that approval to the organization. An approval under this section must terminate five (5) 
295years from the date of that approval but may be extended for an additional five (5)-year period 
296following the submission by the organization of an updated plan consistent with section 333 that 
297is approved by the department consistent with this section. The organization must submit an 
298updated plan no later than one hundred eighty (180) days prior to the date its current plan 
299expires.
300 (b) If the department determines that a submitted plan fails to meet any applicable 
301requirements of sections     330 to 345, the department shall provide written notice to the 
302organization describing the reasons for rejecting the plan. No later than forty-five (45) days after 
303receiving written notice rejecting a submitted plan, the organization shall revise and resubmit the 
304plan to the department. The department shall review the revised plan, decide whether to approve 
305it and provide written notice of the department's decision within forty-five (45) days of receipt of 
306the revised plan. 16 of 33
307 (c) The organization may propose modifications to the approved plan, provided the 
308organization submits the proposed modifications to the department for review and consults the 
309advisory committee as required under paragraph (a     )(ii) of section 332. Not later than forty-
310five (45) days following receipt of proposed modifications, the department shall approve the 
311modifications if the department determines the revision is in accordance with sections 330 to 
312345. If the department determines the revision is not in accordance with sections 330 to 345, the 
313department shall communicate the determination to the organization, at which time the 
314organization shall resubmit proposed modifications to the department for approval. If the 
315department does not make a determination under this paragraph within forty-five (45) days of the 
316receipt of a proposed modification, the modification shall be considered to be approved.
317 (d) If, based on its review of an organization's annual report required under section 339 or 
318on a different basis, the department determines that the organization is not operating the 
319packaging and paper product program in a manner consistent with its approved plan, or the 
320provisions of this section, the department may require the organization to implement 
321amendments to the plan or corrective actions to the program. If the organization fails to 
322implement a department-required amendment to the plan or corrective action to the program 
323within the time frame for implementation required by the department, the department may take 
324enforcement actions pursuant to section 343. 
325 Section 335. Producer payments. In accordance with the provisions of this section and the 
326regulations promulgated by the department, within six (6) months of establishment of the 
327organization no later than thirty (30) days after the approval under section 332, and quarterly 
328until the first producer report is submitted to the organization, a producer shall make payments to 
329the organization to be deposited into the producer responsibility fund under section 337, based  17 of 33
330on the amount of each type of covered material sold, offered for sale or distributed for sale in or 
331into the commonwealth by the producer and not managed under an approved alternative 
332collection program. The department shall promulgate regulations under section 342 setting forth 
333the manner in which such payments must be calculated. Payments must include a producer’s 
334share of administrative, enforcement, education and infrastructure costs, and must reflect the per 
335ton costs associated with collection, processing, transportation and recycling or disposal of 
336covered materials; the costs associated with increasing access to reuse and recycling of covered 
337materials; and other criteria as determined by paragraph (b) of section 342. In total, payments 
338made by producers to the organization shall be sufficient to cover all expenditures under section 
339337. 
340 Section 336. Annual reporting by producers. Beginning no later than 180 days after the 
341approval of the producer responsibility plan under section 334, and in conjunction with payments 
342made pursuant to section 335, a producer shall annually report to the organization the total tons 
343of each type of covered material sold, offered for sale or distributed for sale in or into the 
344commonwealth by the producer in the prior calendar year and the methods for determining the 
345reported amounts; the characteristics of that covered material that are relevant to the fee 
346adjustment criteria as determined by the department by rule in accordance with paragraph (b), 
347section 342; and a list of all of the producer's brands associated with that covered material. The 
348department and advisory committee may (i) request additional data and information from the 
349producer; and (ii) recommend amendments to the annual reporting requirements for producers.
350 Section 337. Producer responsibility fund; authorized expenditures. In accordance with 
351the provisions of this section and the regulations promulgated by the department, the 
352organization shall establish and manage a producer responsibility fund. The organization shall  18 of 33
353deposit into the fund all payments received from producers in accordance with section 335 and 
354shall expend those funds for the following uses:
355 (a) To reimburse participating collectors in accordance with section 341.
356 (b) To fund the actual operating costs of the organization, which may not exceed the 
357estimated operating costs indicated in the plan approved by the department pursuant to section 
358341, and which must be verified through a third-party audit paid for by the organization. 
359 (c) To pay into the sustainable packaging trust all applicable fees required by the 
360department under section 342(e).
361 (d) To make investments in education and infrastructure that support the reduction, 
362recycling and reuse of covered material in the commonwealth, which are directly supported by 
363producer payments for covered materials and must be approved by the department prior to any 
364such expenditures, and which must incorporate input from the advisory committee. Of the 
365expenditures from the producer responsibility fund for a fiscal year, the organization shall ensure 
366that not less than two (2) percent is used for education and not less than eight (8) percent is used 
367for infrastructure described under this section and in compliance with the approved producer 
368responsibility plan under section 334. These amounts may be adjusted with approval by the 
369department based on progress toward the achievement of the reduction and recycling targets in 
370section 333 paragraph (c).
371 (1) The organization shall submit any proposed expenditure under this paragraph to the 
372advisory committee for approval prior to making such expenditure. 19 of 33
373 (2) The department shall promulgate regulations setting approval criteria for the 
374evaluation of proposed expenditures under this paragraph.
375 (3) The department shall approve or deny a proposed expenditure under this paragraph 
376within 90 days of receipt of the proposal.
377 (e) To fulfill any other obligation required by the producer responsibility plan, including 
378representative audits of covered materials from materials recovery facilities, solid waste 
379facilities, and litter. 
380 (f) Expenditures from the producer responsibility fund shall be used only for the uses 
381described in this section; and shall not be used to pay penalties imposed under section 342, any 
382costs associated with litigation against the commonwealth, or any lobbying efforts.
383 (g) If for any reason sections 330 to 345 are repealed, or the producer responsibility 
384organization ceases operation, the entire fund balance shall be transferred by the organization to 
385the Commonwealth of Massachusetts to be deposited into the sustainable packaging trust. 
386 Section 338. Alternative collection program. In accordance with the requirements of this 
387section and the regulations promulgated by the department, a producer or group of producers 
388may develop and operate an alternative collection program to collect and manage a type or types 
389of covered material sold, offered for sale or distributed for sale in or into the commonwealth by 
390the producer or producers. A producer that manages a type of covered material under an 
391approved alternative collection program through reduction, reuse, recycling may wholly or 
392partially offset the producer's payment obligations under the packaging and paper product 
393program with respect to that same type of covered material only. 20 of 33
394 (a) Once a producer responsibility organization has a plan approved by the department 
395for the creation of a packaging and paper products program, a producer or group of producers 
396seeking to implement an alternative collection program shall submit a proposal for the 
397establishment of that program to the department for approval. The department shall provide an 
398opportunity for public review and comment on the proposal or deny the proposal within ninety 
399(90) days of receipt. The department may approve an 	alternative collection program for a term of 
400five (5) years and, at the expiration of such term, the producer or group of producers operating 
401the program may submit an updated proposal to the department for approval.
402 (b) In determining whether to approve a proposed alternative collection program, the 
403department shall consider: 
404 (1) Whether the alternative collection program will provide convenient, free, statewide 
405collection opportunities for the types of packaging material to be collected under that program.
406 (2) To what extent the alternative collection program intends to manage those types of 
407covered material to be collected under the program through reduction, reuse for an original 
408purpose, recycling or disposal at an incineration facility. The department may not approve an 
409alternative collection program that proposes management of a covered material type through 
410disposal at an incineration facility unless that covered material is not readily recyclable as 
411defined by the department pursuant to section 342 and the program proposes a process to begin 
412reuse or recycling of that type of covered material within a period of 3 years or less. The 
413program shall ensure that a combined reduction and recycling rate is achieved of no less than 
414sixty-five (65) percent by weight by July 1, 2030, no less than eighty (80) percent by weight by  21 of 33
415July 1, 2035, and no less than ninety (90) percent by weight by July 1, 2040 of covered materials 
416managed by the organization.
417 (3) Whether the education and outreach strategies proposed for the alternative collection 
418program can be expected to significantly increase consumer awareness of the program 
419throughout the commonwealth.
420 (4) How the alternative collection program intends to accurately measure the amount of 
421each covered material type collected, reused, recycled, disposed at an incineration facility or 
422otherwise managed under the program.
423 (5) To what extent the alternative collection program may: (i) disproportionately impact 
424one community over another; (ii) impact environmental justice populations, as defined in section 
42562 of chapter 30, and (iii) provide equitable regional access to the program. 
426 (c) A proposed modification to an approved alternative collection program must be 
427submitted to the department for written approval. The department shall approve or deny a 
428proposed modification based on application of the criteria described in paragraph (b). 
429 (d) A producer or producers managing an approved alternative collection program shall 
430report annually and concurrent with the reporting required by section 339 to the organization and 
431to the department the following information:
432 (1) The total tons of each type of covered material collected, reused, recycled, disposed at 
433a landfill or municipal waste combustor or otherwise managed under the alternative collection 
434program in the prior twelve months, including a breakdown of the total tons of each type of 
435material to be credited to each producer participating in the alternative collection program.  22 of 33
436 (2) A list of the collection opportunities in the commonwealth for the types of covered 
437material managed under the alternative collection program that were made available in the prior 
438twelve months.
439 (3) A description of the education and outreach strategies implemented by the alternative 
440collection program in the prior calendar year to increase consumer awareness of the program 
441throughout the commonwealth. 
442 (4) Progress toward reducing the disposed tons of the material.
443 (5) Any additional information required by the department.
444 (e) No later than thirty (30) days after the approval of an alternative collection program 
445under this section, and quarterly thereafter, a producer or producers participating in an approved 
446alternative collection program shall make a payment into the sustainable packaging trust for the 
447department’s administrative costs of operating the program as determined by the department 
448pursuant to section 342(f). 
449 (f) If the department determines that an approved alternative collection program is not 
450operating in a manner consistent with the proposal approved under this section or the provisions 
451of this section, the department shall provide written notice to the producer or producers operating 
452the alternative collection program regarding the nature of the deficiency, the actions necessary to 
453correct the deficiency and the time by which such actions must be implemented. If the 
454department determines that the producer or group of producers have failed to implement the 
455actions described in the written notice within the required time frame, the department shall notify 
456the producers or group of producers as well as the producer responsibility organization in writing 
457that the producer or group of producers are ineligible to offset payment obligations under the  23 of 33
458packaging and paper product program based on covered material managed under the alternative 
459collection program. The department may also bring enforcement actions against the producer or 
460group of producers under section 343.
461 Section 339. Annual reporting by producer responsibility organization. The producer 
462responsibility organization shall submit an annual report to the department on a regular schedule 
463determined by the department for the preceding calendar year the program was in operation, 
464which shall include:
465 (a) Contact information for the producer responsibility organization. 
466 (b) A list of participating producers and the brands of products associated with those 
467producers.
468 (c) The total amounts of each type of covered material sold, offered for sale or distributed 
469for sale in or into the commonwealth by each participating producer as reported in accordance 
470with section 336.
471 (d) As applicable, the total amount of each type of covered material collected and 
472managed by each producer participating in an alternative collection programs approved by the 
473department under section 338
474 (e) A complete accounting of payments made to and by the organization during the prior 
475calendar year, as determined by an independent financial audit performed by an independent 
476auditor, including information on how the organization determined the amount of such payments 
477in conformance with regulations promulgated in accordance with section 342.
478 (f) A copy of the independent audit described in paragraph (e). 24 of 33
479 (g) A list of producers not participating in the program that are required to participate in 
480the program and any product specific non-compliance, if known by the organization.
481 (h) A description of education and infrastructure investments made by the organization in 
482prior calendar years and how those expenditures quantifiably increased access to recycling and 
483reuse of covered materials throughout the commonwealth. 
484 (i) An updated assessment schedule, as required under paragraph (h) of section 333.
485 (j) Results of representative inbound and outbound audits of recyclable material 
486processed and sold by materials recycling facilities in the commonwealth, waste characterization 
487of municipal solid waste being disposed of in the commonwealth, and litter audits. 
488 (k) Progress toward any program goals determined in the producer responsibility plan. 
489 (l) Any other information the department determines to be appropriate.
490 Section 340. Requirements for collector reimbursements. In accordance with the 
491provisions of this section and the regulations promulgated by the department, a collector may 
492elect to, but is not required to, participate in the program under sections 330 to 345. 
493 All collectors, regardless of participation status, shall provide collection and recycling of 
494readily recycled materials covered recyclables to all covered entities to which they provide 
495disposal service at a single cost incorporated in the trash collection rate. 
496 The organization shall reimburse participating collectors for incurred net costs associated 
497with collection, processing, transportation and recycling of covered materials from all residential 
498units and schools for incurred net costs associated with processing and recycling of covered 
499materials from covered entities. The organization shall ensure that, in the event no collector has  25 of 33
500elected to participate in the program in a given jurisdiction, convenient, equitable and free access 
501to recycling services is available to all covered entities within that jurisdiction. Participating 
502collectors shall not charge fees to covered entities for reimbursable costs.
503 (a) To be eligible for reimbursement of costs under sections 341 as a participating 
504collector, a collector must provide for the collection and recycling of covered materials that are 
505generated by all covered entities using its service and that are readily recyclable as listed 
506regularly by the department and that are not collected by an alternative collection program in 
507accordance with section 338, and must quarterly report to the organization all information 
508necessary for the organization,    on a form provided by or approved by the department, to 
509determine the collector’s incurred net costs associated with collection, processing, transportation 
510and recycling of recyclable material. 
511 (b) A collector shall report the information described in paragraph (a) to the organization 
512or coordinating body on a form provided by or approved by the department. 
513 (b) Two or more municipalities, a regional refuse district or association, a municipally 
514owned processing facility or quasi-municipal entity that manages materials on behalf of a 
515municipality may elect to jointly report to the organization and jointly receive reimbursement 
516payments from the organization. 
517 (c) The organization shall reimburse collectors for qualifying costs within thirty (30) days 
518of submission.   
519 Section 341. Disbursement of collector reimbursements. In accordance with the 
520provisions of this section, section 340, and regulations promulgated by the department, the 
521organization shall make reimbursement payments from the fund to participating collectors for  26 of 33
522incurred costs associated with collection, processing, transportation and recycling of covered 
523materials from all covered entities.
524 (a) In accordance with the regulations promulgated by the department pursuant to section 
525342, the organization or coordinating body shall determine the amount of reimbursements to 
526participating collectors under this section based on the following information:
527 (1) Information provided by participating collectors to the organization or coordinating 
528body in accordance with section 340 regarding the incurred net costs associated with collection, 
529processing, transportation and recycling of recyclable material.
530 (4) Any other information specified by the department by rule.
531 (a) In accordance with regulations promulgated by the department, the organization shall 
532use the information described in paragraph (a) to determine the total tons of each covered 
533material type recycled by all collectors at each recycling establishment and the percentage of 
534those total tons attributable to each participating collector. In the case of two or more 
535municipalities that jointly send recyclable material to a recycling establishment, the organization 
536shall assume that an equal amount of the jointly sent material is attributable to each resident of 
537each municipality unless those municipalities by agreement identify an unequal per capita 
538division of that jointly sent material for the purposes of this section.
539 Section 342. Administration and enforcement; rulemaking; fees; additional department 
540responsibilities. The department shall administer and enforce this section and shall promulgate 
541regulations as necessary to implement, administer and enforce this section. All regulations 
542developed under this section shall be promulgated no later than twelve (12) months after the 
543passage of this act.  27 of 33
544 (a) No later than three (3) months from enactment, the department shall establish an 
545advisory committee that represents a range of interested and engaged persons, including the 
546commissioner of the department of environmental protection or a designee, one member who 
547shall be appointed by the attorney general and who shall have expertise in consumer protection, 
548and one individual each representing producers, retailers, waste haulers, material recovery 
549facility operators, municipalities, environmental and community organizations, freshwater and 
550marine litter programs, reuse organizations, regional end-of-life management of covered 
551materials, and environmental and human health scientists. Each individual serving on the 
552advisory committee may represent only one (1) member of each category listed under this 
553paragraph, and the organization shall ensure that no category has a disproportionate 
554representation on an advisory committee. The department may select a third-party facilitator for 
555the advisory committee.
556 (b) The department shall hold an advisory meeting at least quarterly; request and consider 
557comments from the advisory committee prior to developing guidance for the plan or any 
558modifications to the plan, and proposals by the organization for infrastructure and education 
559investments; and include a summary of advisory committee engagement and input in the report 
560under section 339.
561 (c) The department shall develop a material cost differentiation system with which the 
562producer responsibility organization will calculate material category-specific per-ton producer 
563payments. The material cost differentiation mechanism shall be based on the net cost of 
564residential curbside collection or transfer station operation, on-site processing cost for each 
565readily recyclable covered material types, management cost of non-readily recyclable covered 
566materials, transportation cost for each covered material, and any other cost factors as determined  28 of 33
567by the department. Cost calculations shall take into consideration revenue generated from 
568recyclable materials and must incentivize operational efficiency and contamination reduction.
569 (d) The department shall regularly publish a schedule of adjustments to be used by the 
570producer responsibility organization in determining the amount of producer payments required 
571under section 335. The schedule of adjustments shall apply to both readily and non-readily 
572recyclable covered materials as defined in paragraph (c), and shall be used to individually adjust 
573the fees assessed for each category of covered material as defined in paragraph (d). To minimize 
574the extraction, manufacture, use, and end-of-life-management impacts of covered materials, the 
575schedule of adjustments must be structured to incent:
576 (1) Covered material waste reduction.
577 (2) Reuse and lifespan extension of packaging.
578 (3) Use of readily recyclable materials to manufacture covered materials.
579 (4) Increased use of post-consumer recycled content material in covered materials so long 
580as it does not increase the toxicity of the packaging material.
581 (5) Reduced use of toxic substances in covered materials, which raise the lifecycle 
582environmental and societal costs of packaging. 
583 (7) The use of the minimum quantity of packaging necessary to effectively deliver a 
584product without damage or spoilage.
585 (7) Single-material packaging with clear recycling or disposal instructions for consumers, 
586and other design characteristics that reduce contamination in recycling. 29 of 33
587 (8) Domestic processing of covered materials.
588 (9) Minimal life cycle impact of covered materials.
589 (e) The department shall regularly publish a list of readily recyclable materials, 
590developed through coordination with the producer responsibility organization and material 
591recovery facilities or other entities managing covered materials. The department shall provide for 
592a transitional period between the time that a type of covered material is determined to be readily 
593recyclable or to not be readily recyclable and the time that such determinations will be effective 
594for the purposes of determining producer payments and collector reimbursements in accordance 
595with secs. 330 to 345. The department may amend the list of readily recyclable materials as 
596needed.
597 (f) The department shall coordinate with the producer responsibility organization to 
598establish categories of covered materials. The covered material categories shall group covered 
599materials that have similar properties such as chemical composition, shape, or other 
600characteristics, including, but not limited to: rigid or flexible plastics made of polyethylene 
601terephthalate (PET), polyethylene (PE), polyvinyl chloride (PVC), polypropylene (PP), 
602polystyrene (PS), poly coated fiber, multi-layered material, other (BPA, Compostable Plastics, 
603Polycarbonate and LEXAN); metal, such as aluminum, tin, and steel; paper; cartons; and glass.
604 (g) Beginning at the time that the producer responsibility organization is formed, the 
605department shall submit to the organization, and quarterly thereafter, all costs incurred in the 
606administration of the packaging and paper products program, including oversight, issuance of 
607any regulations, conducting the needs assessment, any third-party facilitators hired for the 
608advisory committee, planning, plan review, including proposed modifications to the plan under  30 of 33
609section 334, compliance, enforcement, and sufficient staff positions to administer the program. 
610All funds shall be deposited in the sustainable packaging trust.
611 (h) Beginning at the time that a producer or producers begin an approved alternative 
612collection program pursuant to section 338(a), the department shall submit to the producer or 
613producers, and quarterly thereafter, all costs incurred in the administration of the alternative 
614collection program, including oversight, issuance of any regulations, planning, plan review, 
615including proposed modifications to the plan under section 338, compliance, enforcement, and 
616sufficient staff positions to administer the program. All funds shall be deposited in the 
617sustainable packaging trust. 
618 (i) Beginning one (1) year after passage of secs. 330 to 345, the department shall 
619establish a toxic substances list, and may reference existing toxic or hazardous substances lists 
620created by other state agencies and the Interstate Chemicals Clearinghouse. Any person may 
621petition the department to add a chemical or chemical class substance to the list based on 
622scientific evidence. The department shall review and update the list of toxic substances at least 
623every three years.
624 (j) Upon request by the department, the organization shall provide a list of producers that 
625are participating in the program and are compliant with the program's requirements and, if 
626known to the organization, a list of producers that are not participating in the program and are 
627not compliant with the program's requirements.
628 (k) Based on the information provided to the department under paragraph (g) and any 
629other information considered by the department, the department shall make available on its 
630publicly accessible website a regularly updated list of producers that the department has  31 of 33
631determined are compliant with all applicable requirements of this section and a list of producers 
632and, where applicable, specific producers or products 	that the department has determined are not 
633compliant with all applicable requirements of this section. The department shall conduct 
634outreach to retailers to ensure that retailers are aware of the information made available under 
635this paragraph and any changes to that information.
636 Section 343. Enforcement. Within thirty (30) days of approval of the plan, no producer, 
637distributor, retailer, or other responsible party for a covered material shall sell, offer for sale, use, 
638or distribute any covered material to any person in the commonwealth if the producer of such 
639materials is not in compliance with sections 330 to 345. No collector may provide collection for 
640disposal unless they are in compliance with section 340.    
641 (a) Any producer or collector that violates this section shall be subject to a fine for each 
642violation and for each day that the violation occurs in an amount of not more than $200,000. 
643 (b) The department may bring a civil action to enjoin the sale, distribution, or importation 
644into the commonwealth of a covered material in violation of this part.
645 (c) The department may bring a civil action to enjoin the operation of a collector that fails 
646to provide convenient recycling service at an all-inclusive price to covered entities.
647 (d) The penalties provided for in this section may be recovered in a civil action brought in 
648the name of the People of the Commonwealth of Massachusetts by the Commonwealth’s 
649Attorney General. Any funds collected under this section in an action in which the Attorney 
650General has prevailed shall be deposited in the sustainable packaging trust.  32 of 33
651 Section 344. Antitrust laws. A producer or producer responsibility organization, 
652including a producer's or organization's officers, members, employees and agents that organize a 
653packaging and paper product program or an alternative collection program under sections 330 to 
654345, is immune from liability for the producer's or organization’s conduct under state laws 
655relating to antitrust, restraint of trade, unfair trade practices and other regulation of trade or 
656commerce only to the extent necessary to plan and implement the producer's or organization’s 
657packaging and paper product program or alternative collection program consistent with the 
658provisions of sections 330 to 345.
659 Section 345. Proprietary information. Proprietary information submitted to the 
660department pursuant to the requirements of section 330 to 345 or the rules adopted pursuant to 
661sections 330 to 345 that is identified by the submitter as proprietary information shall be kept 
662confidential.
663 SECTION 2. Chapter 10 of the General Laws is hereby amended by inserting after 
664section 35DDD the following section:
665 Section 35EEE. Sustainable packaging trust. There shall be established an expendable 
666trust to be known as the sustainable packaging trust. Amounts deposited in the trust shall be used 
667for department administration of the packaging and paper product program or an alternative 
668collect
669 ion program developed under section. 330 to 345 of chapter 94 of the Massachusetts 
670General Laws, and for other uses described in this section. Proceeds of the trust shall be invested 
671by the treasurer and shall be under the care and custody of the commissioner of the department 
672of environmental protection, in consultation with the committee established in paragraph (c) of  33 of 33
673section 332 of Chapter 94 of the Massachusetts General Laws. Interest earnings on funds 
674deposited in said trust shall be credited to and become part of the trust. Proceeds from the trust 
675shall be expended by said commissioner without further appropriation to cover administrative 
676costs for the implementation and enforcement of this 	section, including oversight, issuance of 
677any regulations, planning, plan review, review of proposed modifications to a plan developed 
678under sections 334 or 338 of Chapter 94 of the Massachusetts General Laws, compliance, 
679enforcement, and adequate staff positions to administer the packaging and paper products 
680program or an alternative collection program. Adequate department staff positions shall include 
681but not be limited to five (5) FTE positions: one managerial position, three compliance and 
682enforcement positions, and one administrative position.
683 (a) Any funds collected under section 343 of chapter 94 of the Massachusetts General 
684Laws in an action in which the Attorney General has prevailed shall be deposited in the trust, and 
685shall be used to administer grants and loans to businesses, non-profits and collectors, as defined 
686in section 330 of chapter 94 of the Massachusetts General Laws, to reduce environmental 
687impacts related to the collection and recycling of the covered material category for which the 
688penalty was exacted. 
689 (b) The commissioner of environmental protection shall cause to be filed with the chairs 
690of the house and senate committees on ways and means an annual report regarding the revenues 
691and expenditures provided from the trust.