What an Individual Source Reduction Plan is

Under California SB 54, producers of plastic covered packaging file an Individual Source Reduction Plan, or ISRP, with the Circular Action Alliance through its Producer Portal. The plan is a forward-looking forecast: it describes how you intend to reach the statute's plastic reduction targets, measured against your own 2023 baseline. It is not a report of what you have already done.

The filing deadline has been communicated as August 1, 2026. CAA may adjust that date as rulemaking settles, so confirm the current date in the portal rather than relying on any secondary source, including this one. There is no public fill-in template, but CAA published Individual Source Reduction Plan Guidance in March 2026, available to registered producers in the CAA Producer Portal, where the reporting fields also sit.

The deadline and filing mechanics are signaled per CAA guidance rather than fixed in regulation. The reduction targets below are confirmed in statute.

The targets you are planning against

Reduction is measured against your 2023 baseline of plastic covered material. Each milestone carries a total reduction figure and a floor for how much of it must come from reuse, refill or outright elimination rather than from other pathways.

MilestoneTotal plastic reductionMinimum via reuse, refill or elimination
January 1, 202710%2%
January 1, 203020%4%
January 1, 203225%, by weight and by component or unit count10%

The four recognized pathways

SB 54 recognizes four routes to reduction, and they are not equally weighted. The first two carry the minimum shares in the table above, so a plan built only on the others will not satisfy the statute. A fifth item is commonly listed alongside them and does not belong there: post-consumer recycled content is excluded from the statutory definition of source reduction and reaches the target by a separate, capped route. It is set out below because a plan built on it will not do what its author expects.

And the one that is not a pathway

Post-consumer recycled content is a capped alternative compliance credit, not a fifth pathway. PRC 42041(aj) states that source reduction “does not include ... switching from virgin covered material to postconsumer recycled content.” PRC 42057(a)(2)(B)(i) then allows no more than 8 percent of plastic covered material to be source reduced through an alternative compliance formula developed by the PRO and subject to approval by CalRecycle, on a sliding scale based on the ratio of virgin plastic to postconsumer recycled content. The credit is available only where the PCR content is validated by an approved third party, such as the APR Postconsumer Resin Certification Program, and does not contain intentionally added PFAS.

No approved formula exists yet. CAA’s draft California program plan, filed June 15, 2026, acknowledges the mandate at section 6.2.3.3 and addresses PCR through a bonus in its incentives program rather than by publishing a formula. The plan was in public comment until August 14, 2026 and CalRecycle approval is due on or before January 1, 2027. Until a formula is approved, treat this as unavailable and build the plan on the four pathways above.

Two details producers miss

The 2032 target is measured two ways. Twenty-five percent by weight and by component or unit count. A program that lightweights aggressively can hit the weight target and miss the count target entirely. Instrument both from the first baseline, because reconstructing component counts retroactively is painful.

A filed ISRP can be subject to public records requests. Write every claim so it survives being read by a regulator, a competitor or a journalist. Forecasts that cannot be substantiated later are a liability, not a placeholder.

How to prepare

Start from the 2023 baseline, because everything is measured against it. You need plastic covered material sold into California in 2023 by weight and by component count, split in a way that lets you show movement by pathway. Then map each planned change to a pathway, quantify it, and check that the reuse, refill and elimination share clears the floor at each milestone.

The design side of this overlaps almost completely with fee reduction, since the same material decisions drive both. Model the fee consequence of a proposed change in the EPR fee calculator before committing to it in a plan, and check the recyclability consequence in the Design for Recyclability Rater. Broader orientation across all seven states is on the Prepare for EPR page.

ISRP readiness checklist

Fifteen items in the order they are usually best worked. Assign an owner and a target date to each. This is preparation, not the filing; the filing itself happens in CAA's portal, and there is no public template to fill in beforehand; CAA's own Individual Source Reduction Plan Guidance is available there once you are registered.

A. Scope and governance

  1. Confirm you are an obligated producer and identify your compliance path: CAA participant, independent registration through PEPRS, or an approved small-producer exemption. Only obligated producers file a plan, and the exemption requires a formal application rather than a self-assessment.
  2. Stand up a cross-functional team spanning research and development, procurement, packaging, legal, finance, marketing and leadership. A plan commits the business to portfolio changes, so it cannot be written by a sustainability team alone.
  3. Note that a filed plan may be subject to public records requests, and calibrate every claim accordingly.

B. Baseline

  1. Pull your 2023 plastic covered material sold or distributed into California. Every percentage in the plan measures against this figure.
  2. Record both weight and component or unit count, because the 2032 target is measured on both.
  3. Reconcile against the CY2023 baseline report already filed with CAA. An unexplained difference between your forward plan and the historical data CAA already holds is the kind of thing that draws a query.

C. Pathway planning

  1. Map current packaging against the four pathways above. Do not count planned PCR increases as reduction; the alternative compliance credit is capped at 8 percent and has no approved formula behind it yet.
  2. Flag components that can be eliminated, and confirm what counts as a component before counting the reduction.
  3. Identify reuse and refill opportunities separately from lightweighting, so the floor can be evidenced later.

D. Targets and forecast

  1. Forecast net reduction against the 10, 20 and 25 percent milestones.
  2. Check the reuse, refill and elimination floors of 2, 4 and 10 percent at each milestone.
  3. Document methodology and assumptions for every estimated reduction. Forecasts may be estimates, but they have to be defensible and capable of refinement.

E. Submission

  1. Complete CAA registration and sign the Participant Producer Agreement, which is what unlocks the portal and the detailed reporting guidance.
  2. Enter and submit the plan in the CAA Producer Portal on or before the confirmed deadline.
  3. Retain the submission and all supporting work for the compliance file. The plan is refined over time and you may need to show how a forecast was built.

How to build the forecast

The arithmetic is straightforward once the inputs exist. Start from 2023 plastic covered material by category, in pounds and in component count. Log each planned action against a pathway, the products and components it affects, the target program year, the estimated plastic weight reduced, and whether it counts toward the reuse floor. Sum the planned reductions and compare them against the required percentage of baseline at each milestone. Where the total falls short, the gap is what the plan has to explain.

Two disciplines separate a plan that survives scrutiny from one that does not. Record the assumption behind every estimate, for example the volume share you expect to shift to a refillable format in year one, because an unexplained number cannot be defended or refined later. And keep the reuse, refill and elimination subtotal visible at every milestone rather than only the headline percentage.

If the plan is due and the forecast does not reach the milestones, that gap is worth working through properly rather than filing around. Advisory support on source reduction planning and portfolio analysis is available at info@hartteradvisory.com.

Sources: California SB 54 (Allen, Ch. 75, Statutes of 2022), Pub. Res. Code 42041(aj) and 42057(a)(2)(B)(i); CAA California Program Plan filed June 15, 2026, section 6.2.3.3; Circular Action Alliance California producer guidance. Reduction targets confirmed by statute; deadline and filing mechanics signaled per CAA guidance.

Frequently asked questions

When is the California source reduction plan due?
Producers of plastic covered packaging have been directed to file an Individual Source Reduction Plan with the Circular Action Alliance by August 1, 2026 through the CAA Producer Portal. CAA may adjust the date as rulemaking settles, so confirm the current deadline in the portal.
What is an Individual Source Reduction Plan?
A forward-looking plan filed under California SB 54 describing how a producer will meet the statutory plastic reduction targets: 10% by 2027, 20% by 2030 and 25% by 2032, measured against a 2023 baseline, with minimum reuse, refill or elimination shares of 2%, 4% and 10% respectively.
What counts toward SB 54 source reduction?
Four pathways: reuse and refill systems, elimination of unnecessary plastic components, switching to alternative non-plastic materials, and right-sizing or lightweighting or concentrating or shifting to bulk. Only the first two count toward the minimum reuse, refill or elimination share. Post-consumer recycled content is not a fifth pathway: PRC 42041(aj) excludes switching from virgin material to PCR from the definition of source reduction. PRC 42057(a)(2)(B)(i) allows up to 8 percent to be met through an alternative compliance formula the PRO must develop and CalRecycle must approve, and no approved formula exists yet.
Is the 2032 SB 54 target measured by weight?
By weight and by component or unit count. Both. A producer that meets the 25% reduction on weight alone through lightweighting has not met the target. Track component counts from the 2023 baseline forward.