Terra Compliance
Prepared for
City of San Marino
September 29, 2025
Points of Contact
Emily Lee CEO, Co-Founder
[email protected] (314) 973-8052
Ethan Holtzclaw COO, Co-Founder
[email protected] (925) 323-6959
Peter Holtzclaw Director, Business Development
[email protected] (209) 612-2257
QUOTE FOR SERVICES COST (YEARLY)
Core Subscription $15,000 $20,000
Includes all core features for compliance management, reporting, and outreach for one year, with option to renew based on mutual agreement. These can be paid annually, or full contract cost in one upfront payment if San Marino needs to use grant money.
1-Year: $15,000
3-year: $55,000 ($15,000/$20,000/$20,000)
5-year: $75,000 ($15,000 per year for 5 years)
Residential Data Included
Tracking of residential generators (single-family homes, MFDs with <5 units, and Type estate).
Customer Onboarding Included
Covers data migration from Recyclist, generator setup, and initial user onboarding at no extra cost.
Ongoing Data Uploads Included
No-cost unlimited uploads for service-level data. Monthly is recommended.
Training & Support Included
In-app, email, phone support available as needed along with regular touch points following onboarding.
Unlimited User Logins Included
Unlimited users with custom permissions for secure access based on roles (e.g., Manager, Hauler, Admin).
Unlimited Custom Permissions & Roles Included
Unlimited custom permissions for secure access based on roles (e.g., Manager, Hauler, Admin).
In-App Outreach Functions Included
Email from within the app using customized templates, track physical mail, site visits, training, email into Implementation Record Optional Print Mailing Usage, At Cost
Use our HIPAA & SOC II Compliant mailing partner with single-click print mail to handle bulk mail outreach without leaving the app.
SCOPE OF DATA this Quote Includes
Jurisdictions 1
City of San Marino
County 0
N/ A
Haulers 1 Franchised
V alley Vista Services
Other Self Haul if needed
Generator Types 3
Commercial, MFD, Residential, Estate
Additional types upon request for no additional cost
Quote & Scope 1
Implementation Approach
The onboarding timeline below follows our established Legacy System-to-Terra migration framework, previously implemented with other jurisdictions and teams. This migration works with legacy software systems and other Sharepoint/internal systems. The roll-out includes formal checkpoints with San Marino staff, City’s consultant staff, and Valley Vista Services staff. As metioned, our product and team is flexible to suit your needs and rollout plan as you transition. Loosely, we’ve defined the most immediate priorities as Services and Compliance metrics, Outreach and Education, and Procurement with others to follow.
Phase Timeline
1 Discovery & Kickoff
We work with you to customize Terra, conducted concurrently with Step 2 Week 0-1
2 Data Preparation
Import hauler services data and historical Activities data Week 1
3 Accounts Invited
City of San Marino, VVS, City’s consultant staff teams given access with roles and permissions configured Week 2
4 Transition Readiness Period
City of San Marino signs off on configuration
Week 2-3
5 Go Live
City of San Marino fully operational in Terra
Week 3
6 Training & Support
Formal training and checkpoints begin Week 3, 4, on
7 Additional Module Rollout
Based on requirements and evolving needs Week 3 and on
Onboarding & Implementation Approach 2