Attach 9_Contractor_Overview_Report.pdf

Controlled Unclassified Information (CUI)

Source Selection Information – See FAR 2.101 and 3.104

Controlled by: DLA Troop Support Indo-Pacific

Controlled by: Procurement Office Hawaii CUI Category: Source Selection (SSEL)

Distribution/Dissemination Controls: FED ONLY

POC: Bradley Ah Nee / bradley.ahnee@dla.mil

CONTRACTOR

OVERVIEW REPORT

Important: Interested contractors must fully and accurately answer all questions in this document to the best of their knowledge. Each response must be complete and self-contained— do not reference other documents or attachments.

This document will serve as one of the primary evaluation tools used by the government to assess each offeror’s capabilities, compliance, and overall suitability for award. Failure to provide clear, direct, and standalone responses may result in an unfavorable evaluation or deem an offeror ineligible for award.

JUNE 2, 2025

DEFENSE LOGISTICS AGENCY

Troop Support Indo-Pacific – Procurement Office Hawaii

Source Selection Information – See FAR 2.101 and 3.104

CONTRACTOR OVERVIEW REPORT

Subsistence Long Term Contract: The Government is soliciting for Pepsi Beverage Products for

Guam AOR. If interested, please answer the questions below and Attach with offer package.

Contract Number/Name: SPE302-25-R-0004

Guaranteed Minimum: $11,000.00 Maximum Ceiling Amount: $825,000.00

Period of Performance: September 30, 2025 – September 29, 2030

Contract Term (Years): 5 Years

Solicitation Close Date/Time: August 11, 2025 at 0800 HST

COMPANY NAME:

BUSINESS ADDRESS:

MAILING ADDRESS:

GUAM FACILITY ADDRESS:

UNIQUE ENTITIY ID:

CAGE CODE:

# OF EMPLOYEES:

POINT OF CONTACTS:

MAIN POC / TITLE:

PHONE:

E-MAIL:

2nd POC / TITLE:

PHONE:

E-MAIL:

ANY ADDITIONAL POC (LIST NAME, TITLE, PHONE, EMAIL):

Source Selection Information – See FAR 2.101 and 3.104

1. Commercial Distributor Status

Are you currently operating an Active distributor of commercial PepsiCo Beverages?

☐ Yes ☐ No

If yes, please provide a concise yet comprehensive overview of your company, specifically highlighting the key strengths that make it well-suited to perform in the

Guam AOR. Include relevant details such as years in operation, core capabilities, local distribution capacity, experience servicing Guam-based customers, and any additional information that demonstrates your firm’s qualifications and value to the Government.

2. Licenses & Registrations (Include any Licenses with Offeror Package) o SAM.gov Status: ☐ Active ☐ Inactive o SAM Expiration Date:

o PepsiCo Distributor License Status: ☐ Active ☐ Inactive o Do you have an Exclusive PepsiCo Distributor License for Guam AOR?

3. Order Processing & Fulfillment

Please describe your standard procedures for receiving, processing, and fulfilling orders for customers specifically located on the island of Guam, including any logistics, coordination, or scheduling practices that ensure timely and accurate deliveries.

4. Technology & Systems

What systems or software do you currently use to manage orders, substitutions, and customer communications? Are you familiar with the STORES system? If you have not previously used STORES, are you aware of its purpose and how it functions? What systems or software do you currently use to manage orders and substitutions?

5. Local Market & Surge Support

Please describe your understanding of the local PepsiCo Beverage market on Guam and explain how your operation would respond to surge demand—such as during mission essential operations, seasonal fluctuations, or sudden calendar changes.

Source Selection Information – See FAR 2.101 and 3.104

6. Volume Fluctuation Capability

Please provide examples from past performance that demonstrate your ability to support fluctuating delivery volumes, including how you adapted to varying customer demand.:

7. Catalog Updates History

Please describe your experience updating catalogs for both commercial and government contracts, including the processes you followed and any challenges you faced.

Delivery & Distribution Plan

1. Delivery Model

Please describe your typical delivery model and frequency for delivering PepsiCo

Beverages across the island of Guam, including to U.S. military installations. Include details such as delivery routes, frequency, and transportation methods,. Additionally, outline any challenges you anticipate in servicing multiple locations. Refer to Attachment

2 - Customer Locations for a list of military customers on Guam.

2. Re-Delivery Process

Are you able to provide same-day re-delivery for rejected items? If so, please describe your procedures for handling re-delivery, including how you ensure timely and accurate resolution of issues.

☐ Yes ☐ No

3. Holiday/Closure Planning

What is your process for adjusting deliveries in response to closures or unforeseen natural events?

4. Time-Specific Delivery Capability

Are you able to meet specific delivery time windows (e.g., 6:00 AM – 10:30 AM)?

☐ Yes ☐ No – Explain:

5. Contingency Planning

What is your contingency plan for weather or military-related disruptions or road closures, and how do you ensure timely deliveries despite these challenges?

Quality Assurance & Food Safety Procedures

1. Inspection & Traceability

Please explain your internal inspection process and the traceability system you use to ensure product quality and compliance.

2. Beverage Shelf-Life

Please describe how you track and manage beverage shelf-life to ensure products meet minimum requirements at the time of delivery. Include any systems used for traceability and inventory rotation.

3. Compliance with Attachments

For each attachment listed below, please select the appropriate box and provide a concise explanation of how you can meet the outlined requirements.

o Attachment 5 (QSM Visits): ☐ Compliant ☐ Not Compliant o Attachment 7 (Food Defense): ☐ Compliant ☐ Not Compliant

4. Food Defense Plan & Sanitation

Describe the food defense measures and sanitation protocols you have in place to ensure the safety and integrity of the products you deliver.

5. Recall & Tracking Readiness

What procedures do you have in place to handle product recalls?

6. Pest Control

Describe your pest control and prevention procedures, including how you monitor, document, and address potential infestations at your facilities.

Additional Details Page

Offerors may use this page to provide any supplemental information or clarifications related to their responses in the Contractor Overview Report. Please clearly indicate the section header and question number that your additional information corresponds to. You may also inform us of any past performance concerns that you would like to clarify or address that may come up during the evaluation process.

Each entry must begin with the section and question being referenced. For example:

Section: Past Performance – Question 2

Additional details...

Do not repeat or restate entire responses—this page is intended strictly for clarification, expansion, or explanation of prior answers.

Contractor Certification and Acknowledgment

By submitting this Contractor Overview Report, the undersigned contractor acknowledges and certifies that all questions within the report have been answered to the best of their knowledge and ability. The contractor affirms that all responses are complete, accurate, and truthful, and understands that any incomplete or inaccurate responses may adversely affect the evaluation of their proposal in accordance with the established evaluation factors.

The contractor further acknowledges that failure to fully answer all questions or provide sufficient supporting documentation, as outlined in this report, may result in a lower evaluation score or exclusion from further consideration in the procurement process. The contractor also recognizes that the information provided in this Contractor Overview Report will be relied upon by the Government in evaluating the contractor's qualifications, capabilities, and past performance under this contract.

The contractor understands and agrees that any omission, misrepresentation, or failure to comply with the requirements of this report may be considered a material misstatement, which could be grounds for rejection of the proposal or termination of any subsequent agreement or contract. By submitting this report, the contractor consents to the Government’s use of the information provided for purposes of contract award, contract management, and compliance with applicable laws and regulations.

Contractor Name: ____________________________________________

Authorized Representative Name: ____________________________________________

Title: ____________________________________________

Date: ____________________________________________

Signature: ____________________________________________