S-84500-00018253 RFQ Inventory Transition.pdf

S-84500-00018253 ATTN: Dannielle Burton Procurement Services Oregon Liquor and Cannabis Commission 9079 SE McLoughlin Blvd.

Portland OR 97222 Phone: 971-801-4087

REQUEST FOR QUOTATION

***THIS IS NOT AN ORDER******

Return Via: OregonBuys by October 28, 2026, by 3:00 PM PST.

Description: Project Description Inventory Transition

Requested Availability Date of Product and Services – Services to begin upon Contract execution.

Any reference to brand names is meant as descriptive not restrictive.

Alternate bids will be considered on products, which meet or exceed products indicated on quote.

Vendor is to mark clearly alternate proposals.

“OR EQUAL”: Any brand name listed in the specifications as “or equal” or “or equivalent” shall establish the minimum requirements for quality, utility, durability, function, purpose, etc. Other product brands may be offered that are equal to or better than the product brand name. Bidder may show cost differences, alternates and options in the space provided in the quote. This clause is not meant to be restrictive, but to set the minimum standard. AGENCY SHALL DETERMINE, IN ITS SOLE DISCRETION, WHETHER A PRODUCT OFFERED IS “EQUAL.” When the designation is “or equal” or “equivalent” Agency shall make its decision after Bid Closing.

Vendor Name________________________________ Federal ID No:_____________________

Address:______________________________________ Phone:__________________________

City, State, Zip:_____________________________________ Fax:________________________

All Pricing Must Be Held Firm For 30 Days

OLCC Inventory Analysis and Warehouse Transition Planning

The Oregon Liquor and Cannabis Commission (OLCC) is seeking quotes form qualified vendors to conduct a comprehensive inventory analysis and develop a transition strategy supporting OLCC’s move from its current warehouse facilities to a new distribution facility in Canby, Oregon. The Canby warehouse is scheduled to go live on March 1, 2027.

The selected vendor will analyze existing inventory, historic and forecasted sales, and operational needs to provide data-driven recommendations that ensure a smooth and efficient transition while maintaining appropriate stock levels during peak demand periods.

Background

OLCC currently stores distilled spirits inventory across two facilities:

Milport Receiving Warehouse and, Milwaukie Shipping Warehouse.

To support the transition to the new Canby facility, OLCC must:

Strategically manage existing inventory levels, discontinue receiving at Milport and gradually shift outbound shipments to Canby on a phased basis while maintaining uninterrupted distribution through the 2026 holiday season and early 2027.

OLCC is requesting vendor support to provide analysis and recommendations that will guide this transition effectively.

Objectives:

The selected vendor shall:

1. Analyze current distilled spirits inventory across both existing warehouses.

2. Review historic and forecasted sales, including seasonal holiday demand.

3. Determine the appropriate inventory levels for the Milwaukie facility during the transition period.

4. Develop an optimized strategy and timeline for shifting shipments from Milport and Milwaukie locations to the Canby facility.

5. Ensure sufficient stock levels – particularly the top 200 SKU’s – are maintained until the Canby facility is fully operational, while enabling efficient depletion of legacy warehouse inventory.

Scope of Work:

Data Review and Analyze:

Vendor shall review and analyze:

1. Current inventory levels for all distilled spirits products

2. Historic sales data, with emphasis on peak holiday periods

3. Forecasted sales through Q1 of 2027

4. Weeks – on – hand metrics for all sku’s

5. Production categorization and weeks – on – hand for:

o Regular high – velocity items o Slow – moving regular items o Seasonal items o Temporary items o One-time buys o Special orders

Inventory Strategy Development

Vendor shall determine appropriate stocking levels for the Milwaukie warehouse during the transition, which includes the following:

1. Top 200 products: maintain one week of supply at the Milwaukie warehouse

2. All other products are to be shipped directly to the Canby warehouse or ensure OLCC ships remaining inventory prior to go-live.

3. Provide recommendations for the date by which product receiving at the Milport warehouse should cease.

5. Identify product groups that should be prioritized for early transition to Canby based on demand, velocity, and shelf-rotation needs.

6. Group products by vendor to determine volume that could be moved by vendor owned carriers through the transition period to include post go-live.

Transition Timeline and Plan

Vendor shall develop a detailed transition schedule including but not limited to:

1. Start date for directing shipments to the Canby warehouse

2. Phased inventory depletion plan for both the Milport and Milwaukie locations

3. Threshold triggers (e.g., weeks-on-hand, forecasted demand) for shipment shifts

4. Contingency strategies for seasonal demand spikes

Deliverables:

The selected vendor shall provide the following:

Deliverable Due Date Kick-off meeting Within 3 days of contract execution Inventory Assessment, which includes SKU segmentation and holiday demand analysis.

3 days after kick-off meeting

Inventory Strategy and Recommendation Report to include:

Stocking Strategy for Milwaukie, Shipment transition strategy to Canby and product prioritization recommendations.

Within 5 days of Inventory Assessment

Final Presentation to Agency Leadership to include:

Summary of methodology, findings, and recommended actions.

On or before November 13, 2026

OLCC will provide access to data, inventory reports, sales history and forecasting, and access to warehouse staff for interviews or workflow clarification within 2 days of Contract execution.

OCC shall also provide timely review and feedback on vendor deliverables.

Quote Requirements:

Interested bidders shall include the following in their quote:

1. Company profile and relevant experience

2. Proposed methodology and approach

3. Project timeline

4. Itemized cost estimate

5. Staff qualifications

6. References for similar projects